🇮🇷 Iranians Rush Into Bitcoin Amid Currency Collapse
Chainalysis reports a surge in Bitcoin adoption in Iran as the rial rapidly loses value. The exchange rate collapsed from 42 to 1050 per dollar in just weeks, wiping out fiat savings
In this environment $BTC is increasingly used as a store of value and a way to move capital beyond banks and state controls
✨ Arthur Hayes drops new essay “Frowny Cloud”
Hayes explains why $BTC lagged gold and Nasdaq in 2025: gold was boosted by central bank buying, stocks by AI subsidies, while Bitcoin suffered from dollar liquidity shortages. His key thesis: once Fed balance sheet expansion and bank lending resume, $BTC should benefit the most
Liquidity decides the winner - and $BTC just hasn’t had its turn yet
😬 Insiders busted on Polymarket
US officials say traders who used insider info were identified. One was a Pentagon sysadmin. Some wallets went silent but one insider is still betting
Someone thinks the odds are better than jail
💸 Up to $6T could move from banks into stablecoins
Bank of America CEO says if stablecoins are allowed to pay interest, $6 trillion (30–35% of US bank deposits) could leave the banking system
That’s why banks are nervous
🤖 OpenAI signs $10B compute deal with Cerebras
OpenAI secured a $10B deal for compute from Cerebras claiming performance several times higher than Nvidia chips. Cerebras also powers Meta and Mistral AI while expanding data centers across North America
The AI chip war just got a new heavyweight 🧠
🇨🇳 Digital yuan architect caught by onchain reality
Chinese authorities revealed that Yao Qian stored hardware crypto wallets worth hundreds of millions of yuan in his office and accepted a 2000 $ETH bribe back in 2018. Investigators combined onchain analysis with traditional methods proving crypto is not anonymous enough for corruption schemes
Turns out the blockchain keeps better records than your office drawer 🧾
🥈Silver hits a new all-time high at $90 per ounce
Silver reached a historic high of $90 per ounce, prompting the U.S. Mint to temporarily suspend sales of silver products pending a price update.
🏦 JPMorgan sees big capital entering crypto in 2026
JPMorgan says the next growth wave will come from institutional investors not retail or corporate bitcoin treasuries. Clearer regulation stronger TradFi trust and a possible CLARITY Act effect could unlock new inflows M&A and IPOs
Institutions don’t rush but when they move they move big
😐 DeFi projects start leaving Discord
Morpho switched its Discord to read only mode and redirected users to other support channels while DefiLlama is slowly replacing Discord with tickets email and live support. Even with strict moderation scammers still reach users through private messages
When the help desk becomes the biggest attack surface
🗽 CLARITY Act delayed after Coinbase pulls support
The Senate Banking Committee paused the crypto market structure bill after Coinbase withdrew backing citing issues around tokenized equities DeFi restrictions CFTC weakening and stablecoin yield limits. Republicans also said the bill does not serve industry interests
Looks like regulation just tripped over its own fine print
Social sentiment turns bearish as $BTC rises
Sentiment notes that despite Bitcoin moving higher discussions on social media are becoming increasingly pessimistic. Since markets often move against retail sentiment this wave of negativity could push $BTC back above $100,000 for the first time since November 13
When everyone is gloomy the chart usually disagrees 😏
👅 Most tokens don’t survive
From mid 2021 to the end of 2025 around 20.2 million tokens were launched and 53% of them either turned out to be scams or stopped existing. In 2025 alone 11.6 million tokens died accounting for 86% of all token failures over the past five years
Creating a token is easy surviving is optional 🪦
💥 $35M short wiped in one order on HTX
A single order liquidated a $35,000,000 BTC short position on HTX as Bitcoin pushed higher. $BTC is now trading around $97,000
Market does not ask for permission
🪙 Ethereum Could Push Above $7000
Garrett Jin says $ETH has entered the fifth wave of an uptrend that began last spring. Failed selling pressure in December suggests sellers are exhausted with targets at $5,413 and $7,155
When OG whales talk waves the market listens
🤠 Perfect Flip Play
A year ago wallet sold 600 $ETH for $2.2M $USDC.
Bought 233,584 $HYPE at $9.47 and staked.
Today sold $HYPE for $5.8M $USDC.
Bought back 1,844 $ETH at $3,133. Net profit +1,245 $ETH ≈ $4M
Patience paid in $ETH
