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Risk-Off Signals Dominate As Bitcoin Tests Market Conviction – Details

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Bitcoin has slipped below the key $70,000 level and is now attempting to stabilize above $65,000 as broader market conditions remain fragile. The recent decline reflects persistent selling pressure, cautious investor positioning, and ongoing uncertainty around macroeconomic trends that continue to influence liquidity across risk assets. While volatility is not unusual at this stage of the cycle, the inability to quickly reclaim lost ground has kept sentiment defensive. A recent CryptoQuant report from XWIN Research Japan adds important macro context. US retail sales for December came in below expectations in both the core metric and the retail control group, pointing to a meaningful slowdown in consumer spending. Because consumption remains the primary engine of the US economy, this data is increasingly viewed not as temporary noise but as a potential inflection point in the broader business cycle. Within this framework, the report characterizes Bitcoin as being in a corrective phas...
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Bitcoin Drops Below $67K as Market Correlation Shifts and ETF Exposure Declines

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Bitcoin (BTC) has once again fallen below $67,000 this week, extending its recent downturn and signaling shifting market dynamics diverging from those of traditional assets. Currently, it is trading near $66,900, with a market capitalization of about $1.33 trillion, and has dropped roughly 3.4% in the last 24 hours. Investors have noted that BTC is not moving in line with equities this cycle, even as stock indices hit fresh records. Analysis from asset managers points to a stronger correlation between Bitcoin and tech stocks than with traditional safe-haven assets like gold, suggesting the digital asset behaves more like a risk-on growth asset. At the same time, institutional positioning is showing signs of rotation, with some large allocators reducing their exposure to established ETFs while others continue to buy into weakness. Market Forces: Correlation and ETF Positioning Recent reports indicate that Bitcoin’s price movements align more closely with those of high-growth equit...
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Here’s The Mistake Most People Are Making With XRP; Pundit Reveals

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XRP is always dividing opinion across the crypto market, especially when it comes to long-term price projections. One well-known supporter is arguing that most critics are looking at the asset the wrong way.  According to an X post shared by BarriC, the biggest mistake people make with the token is trying to value its future using a past that never included real adoption.  Pricing The Future With A Retail Past BarriC, who has built a reputation for consistently calling bold price targets for XRP, insists that the framework investors rely on today is incomplete. In his view, the altcoin has never truly been priced under conditions that reflect its intended role in global finance, and so it is impossible to know how that will play into the price if it finally happens. BarriC’s contention is that XRP has so far existed almost entirely inside a retail trading environment. This is based on a structure that has shaped crypto for over a decade: four-year cycles, Bitcoin halvings...
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BitMine Buys Over 40,000 ETH As Sell-Off Deepens, Shrugs Off Massive Paper Losses

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BitMine Immersion Technologies kept buying as prices fell, scooping up 40,613 ETH during last week’s sell-off. Reports say the purchase totaled roughly $83–$84 million, made when Ether traded near $2,020 per token. BitMine’s Growing Stake And The Man At The Helm According to recent coverage , the move pushed BitMine’s total Ethereum holdings to around 4.32–4.33 million ETH, a stash worth billions at current prices. Executive chairman Tom Lee has framed the dip as an attractive entry point and has voiced confidence in a bounce back. Paper Losses Widen As Prices Slide Reports note that the firm’s large cost basis for its accumulated ETH has left its treasury sitting on multibillion-dollar unrealized losses. Estimates in the latest pieces place those paper losses between about $7.5 billion and $8 billion, depending on which price is used to mark the holdings. That gap widened as Ether fell from higher levels into the low-$2Ks. Market And Shareholder Response BitMine’s aggressive bu...
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Bitcoin Miner Cango Sells 4,451 BTC In Strategic AI Pivot

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Bitcoin miner Cango has announced it offloaded BTC worth $305 million over the weekend as it looks to fund a strategic pivot into AI compute. Cango Has Offloaded 4,451 Bitcoin To Fund AI Pivot As announced in a press release , Cango has completed a Bitcoin sale involving 4,451 tokens. The company’s offloading occurred on the open market over the weekend and was settled directly in the stablecoin USDT . In total, the sale produced proceeds of about $305 million. “The full amount of the USDT proceeds has been utilized to partially repay a Bitcoin-collateralized loan,” noted the press release. Founded in 2010, Cango was originally an automotive transaction service platform connecting car buyers, dealers, and financial institutions. In 2024, the firm diversified into Bitcoin mining, initially deploying 32 EH/s in hashrate and then upgrading it to 50 EH/s in 2025. At the same time, it also started accumulating the cryptocurrency. After its buying over the course of 2025, Cango’s holdi...
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Ethereum Foundation, SEAL Form Alliance As Wallet Drainer Threat Grows

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Ethereum’s core backers have stepped up after a string of clever thefts that empty users’ wallets in seconds. A new link between the Ethereum Foundation and Security Alliance, known as SEAL, aims to make those quick hits harder to pull off. Reports say the move will widen who watches for threats and how quickly fixes are pushed out. Ethereum Foundation Joins SEAL According to coverage from multiple outlets, the Foundation is sponsoring a dedicated security engineer within SEAL to chase down wallet drainers and phishing networks. SEAL will receive funding to bring in one specialist whose role centers on tracking harmful infrastructure. That includes fake websites, hidden scripts, and backend tools that allow funds to be pulled the moment a user signs the wrong request. Based on reports, this work sits under the Trillion Dollar Security effort, which maps weak spots across user design, smart contracts, and social attack routes. The goal is simple. Turn scattered warnings into faste...
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Crypto Clarity At Standstill In Congress, Says Fed Governor On Market Structure Bill

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Federal Reserve (Fed) Governor Christopher Waller said on Monday that progress on the long‑anticipated crypto market structure legislation, commonly referred to as the CLARITY Act, appears to have stalled in Congress.  His remarks come as lawmakers remain divided over key issues, most notably stablecoin yield provisions and the Federal Reserve’s proposal for so‑called “skinny” master accounts, a topic earlier highlighted by Crypto In America. Stablecoin Yield Fight Fuels CLARITY Act Stalemate Waller’s comments quickly drew reaction from market observers. Crypto analyst MartyParty noted on X that the governor’s assessment reflects the ongoing deadlock surrounding the CLARITY Act. According to MartyParty, the delay is not accidental. He argued that resistance from the banking sector has intensified, particularly around the treatment of stablecoin yields and rewards.  At the center of the dispute is whether crypto platforms such as exchanges and digital wallets should be a...
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