Daily Crypto News

Craig sees a mixed and largely directionless crypto market, with Bitcoin repeatedly struggling to move decisively above $65,000. After roughly three weeks of minimal progress, the weekly chart raises the possibility that Bitcoin is forming a lower high before another move down. Craig is staying cautious and would rather wait for a confirmed breakout or a clean rollover than force trades in a market with weak momentum and declining volume. He also points to exchange shutdowns as further evidence that trading activity has dried up and says a fast drop toward $50,000 could create a healthier reset and better buying opportunities. For now, he is completely flat, with NEAR presenting the clearest potential short setup. Start your free 7-day trial of Market Intern at https://marketintern.com and subscribe to Craig’s free Tuesday newsletter at https://www.thegrowmeco.com. Happy Hodling, Everyone.

Bitcoin remains stuck near $64,000 as the broader crypto market struggles to find momentum. Matt covers Poolin’s Chapter 11 bankruptcy, Bitcoin treasury companies selling holdings to repay debt and fund operations, and another likely delay for the CLARITY Act as traditional banks push back against yield-bearing stablecoin products that could threaten their business models. The episode also examines India’s effort to restrict Jack Dorsey’s privacy-focused BitChat app, a proposed $40.7 million lawsuit against BitMEX, the hacking of Robinhood CEO Vlad Tenev’s X account to promote a fake meme coin, Ripple’s expansion of RLUSD, Coinbase’s new AI-powered payment and trading tools, and the SEC’s $150,000 settlement in a Coinbase records lawsuit. Happy Hodling, Everyone.

Bitcoin remains caught between strong ETF demand and an increasingly difficult macroeconomic environment. Matt explains how rising Treasury yields, the possibility of additional Federal Reserve rate hikes, expensive equity valuations, and a weakening housing market are all competing for investor capital. Despite those headwinds, spot Bitcoin ETFs have attracted more than $1 billion over the past week, helping stabilize prices while traditional finance continues moving deeper into blockchain through tokenized Treasury settlement and ongoing debate over the CLARITY Act. The episode also covers BitMEX's planned shutdown after 11 years, a series of cross-chain exploits that drained more than $35 million, the formation of a Bitcoin Security Consortium to prepare for future quantum computing risks, and Alphabet's decision to significantly increase AI infrastructure spending. Matt closes by arguing that while ETF inflows are providing support, Bitcoin still faces stiff competition from safer, yield-producing assets until the broader macroeconomic picture improves. Happy Hodling, Everyone.

Bitcoin moved back above $66,000 as U.S. spot Bitcoin ETFs recorded a fifth straight day of inflows, bringing roughly $727 million into the market over that stretch. The episode also covers renewed momentum around the CLARITY Act, rapid growth in tokenized assets on Solana, a UK inquiry into crypto banking restrictions, Washington state's legal fight with Kalshi, and Base's planned launch of tokenized equities. Matt also discusses an SEC case involving an alleged $22 million mining scheme, the latest Celsius settlement, Exodus cutting 25% of its workforce, and Bitcoin miners shifting computing power toward AI infrastructure. He explains why miners reallocating compute is a normal part of the crypto cycle, then closes with his skepticism about Litecoin's long-term upside despite its recent breakout. Happy Hodling, Everyone.

Strategy's latest stock sale led today's discussion after the company raised another $163 million without purchasing additional Bitcoin, increasing its cash reserves while maintaining more than 843,000 BTC on its balance sheet. Matt questioned whether raising money to fund dividend obligations while continuing to hold Bitcoin is a sustainable long-term strategy. The episode also covered more companies adopting Bitcoin treasury strategies, Capital B's reverse stock split, and regulators missing the GENIUS Act deadline for finalizing stablecoin rules, leaving issuers waiting on key guidance before the law takes effect in early 2027. Matt also discussed France's decision to block Polymarket as unauthorized gambling, sharing his concerns about how prediction markets can be manipulated through coordinated betting activity in smaller political races. The episode wrapped up with South Korea's review of Upbit's 2025 hack, Zilliqa's investigation into a suspected cold wallet theft, and a look at the day's crypto markets, with Bitcoin trading around $64,600 and sentiment remaining in Fear territory. Happy Hodling, Everyone.

Traditional finance continues embracing crypto as Morgan Stanley's E*TRADE launches Bitcoin, Ethereum, and Solana trading for eligible retail clients, Citadel Securities invests $400 million in Crypto.com, and Visa unveils a new stablecoin platform designed for banks and fintech companies. Matt explains why competition to control digital dollar infrastructure is accelerating as more traditional financial firms enter the stablecoin market.The episode also covers Europe's growing list of MiCA-licensed crypto firms, Malaysia's investigation into a crypto-related network state project, Taiwan sentencing the operator behind the BitShine exchange to 22 years in prison, and a UK crypto fraud ring that impersonated police officers to steal more than £4 million. Matt wraps up with JPMorgan's improving outlook for Bitcoin, concerns over rising oil prices, and why he believes blockchain technology could eventually provide a more transparent and auditable election system.Happy Hodling, Everyone.

The DTCC processed live production trades involving tokenized stocks, ETFs, and U.S. Treasuries with participation from firms including JPMorgan, Goldman Sachs, BlackRock, and Vanguard. Matt explains why this is one of the clearest signs yet that tokenization is moving beyond pilot programs and into the core infrastructure of U.S. financial markets.The episode also covers Orange Juice’s plan to buy cash-flowing businesses and use them as Bitcoin treasury companies, Volvo’s latest blockchain experiment, the ethics fight holding up the Clarity Act, and the Senate’s unanimous opposition to any pardon for Sam Bankman-Fried. Matt also looks at Europe’s post-MiCA compliance problems, Tether freezing $131 million connected to Iranian sanctions, and Visa finally acknowledging that stablecoins may be better suited than card networks for machine-to-machine micropayments.Happy Hodling, Everyone.

Japan continues pushing stablecoins into the mainstream as JCB, the country's largest card network, partners with Circleto explore USDC for cross-border payments and merchant transactions. Matt also covers CleanSpark's $6.6 billion data center lease, Coinbase Ventures remaining the most active crypto investor of 2026, and why stablecoin adoption continues accelerating around the world.The episode also examines the latest fight over the Clarity Act, as banking groups push Congress to block stablecoin rewards while law enforcement throws its support behind the legislation. Matt wraps up with the U.S. government's $288 million crypto transfer to Coinbase Prime, slowing Bitcoin ETF trading volumes, and why Japan continues to focus on building real-world crypto infrastructure while much of the U.S. debate remains centered on regulation.Happy Hodling, Everyone.