Crypto news today
River: long-term investors should hold up to 10% of their portfolio in Bitcoin
Why it matters: The report strengthens the case for including Bitcoin in institutional portfolios amid rising US government debt and the breakdown of stock-bond correlation.
Arkham: Satoshi Nakamoto's wallet gained $12.37 billion in value in a month
Why it matters: The largest 'dormant' wallet remains off the market, but its valuation serves as a gauge of the scale of unrealized supply.
Arc ecosystem tokens plunge: TOLLY down 37.86% in 6 hours
Why it matters: The sell-off in the young Arc ecosystem shows that Circle's mainnet launch has not yet kept speculative capital in its tokens.
Circle: Arc to become stablecoin settlement infrastructure for institutions
Why it matters: Institutional USDC settlement infrastructure strengthens Circle's position in the stablecoin segment amid US regulatory clarity.
Peter Schiff: rising US Treasury yields will hit bitcoin too
Why it matters: The argument that rising Treasury yields pressure risk assets reinforces the bearish backdrop for bitcoin ahead of the Fed meeting.
Goldman Sachs expands Hyperliquid interest: research and contacts with Point72 and Citadel
Why it matters: Growing institutional attention to Hyperliquid could intensify competition among decentralized trading platforms and attract new capital.
Vitalik Buterin: cybersecurity favors defense, and crypto holders are betting on it
Why it matters: The thesis affects how blockchain security risks are assessed and the case for long-term crypto holding.
Wintermute transfers 2,550 BTC worth $193 million to Binance
Why it matters: A large inbound BTC flow to an exchange from a market maker may signal preparations for selling and weighs on the price.
BTC long account share in dollar margin falls 5.06 pp, Solana 3.95 pp
Why it matters: The sharp drop in the long account share in dollar margin indicates institutional traders are moving out of risk ahead of the Fed decision.
BTCPay Server 2.4.4 closes LND vulnerability, but custom proxies remain a risk
Why it matters: Owners of BTCPay Server with a custom proxy need not only to update but also to close external access to LND, otherwise the node's funds are at risk.
Kalshi: Bitcoin $100K year-end odds fall to 18%
Why it matters: The sharp drop in Bitcoin expectations reflects weakening bullish sentiment amid expectations of a Fed rate hike.
88.5% of Zcash funds moved to Ironwood pool, Ledger support unclear
Why it matters: Whether holders can safely move and use their ZEC depends on wallets and exchanges adding Ironwood support.
Analysts: CLARITY Act failure weighs on ETH, but supply stays scarce
Why it matters: The bill's failure removed a short-term catalyst for ETH, but supply scarcity and record staking support the medium-term scenario.
Ethereum after CLARITY Act failure: ETF outflows and record staking
Why it matters: The bill's failure removed a short-term catalyst for ETH, but supply scarcity and record staking support the long-term picture.
KRW1 supply data diverges: 100 million vs 142 million tokens
Why it matters: The discrepancy in supply data complicates assessing the real issuance volume of the won stablecoin, while the Visa integration boosts its payment potential.
DOGE at $0.08: DOGE-1 moon mission fails to lift Dogecoin
Why it matters: It shows that Musk-linked catalysts no longer guarantee DOGE gains, as the market prices in expectations ahead of time.
Tokenized stocks TVL on Solana rises to $87.4 million
Why it matters: The growth of tokenized stocks intensifies competition among networks for institutional capital and expands Solana's DeFi ecosystem.
NYDFS chief discusses stablecoin regulation at Stablecon
Why it matters: The NYDFS stablecoin framework is seen as a model for other jurisdictions and could shape their approach to regulation.
Bitwise CIO: CLARITY Act failure won't break the bull market
Why it matters: The stance of a major asset manager shows the market can grow without a new law — driven by regulators and institutional inflows.
Column integrates USDC and USDT into core banking platform
Why it matters: Growing banking infrastructure for stablecoins increases real payment demand for USDC and USDT and intensifies competition in the card issuance segment.