Analysis News

18 projects raised $62 million this week, led by Inference Research ($20M), Avenia ($17M), and LevlFi ($7M), while Strategy, Bitmine, and DDC Enterprise added roughly $91.5million in digital asset treasury allocations. Inveniam merged with MEASA Partners. On Crypto Twitter, Chris Dixon stated that crypto remains in its financial infrastructure phase, Jonah Burian argued that Aave had matured into a bank-scale DeFi lender, and Jay Yu explained how crypto neobanks were forming.

JPMorgan is sticking with its long-run bitcoin upside framework, including a $266,000 per-coin target, even as the bank flags near-term stress signals around mining economics and still-chilly risk sentiment heading into 2026. The bank’s latest read hinges on two pillars: a “soft” floor around bitcoin’s production cost, and a valuation model that maps bitcoin’s potential market cap against private-sector gold investment on a volatility-adjusted basis. In the near term, JPMorgan frames the current drawdown as a familiar stress test for miners. The bank estimates the cost to produce a bitcoin at roughly $77,000, while bitcoin was trading around the mid-$60,000s in the same analysis window, putting spot below breakeven for less efficient operators. JP Morgan Remains Bull...

Coinbase's strategic Bitcoin accumulation amid economic uncertainty highlights a growing trend of corporate treasuries embracing crypto assets.
The post Coinbase acquires 841 Bitcoin in Q4, lifting holdings to 15,389 BTC appeared first on Crypto Briefing.

In Q4 2025, Stacks' key metrics had mixed results in alignment with broader market trends, with STX price falling 57.3% QoQ (–84.1% YoY) and circulating market cap dropping 56.9% QoQ (–80.8% YoY), while protocol revenue declined 32.2% QoQ to $23.7K (–96.1% YoY). After rebounding in Q3, network usage cooled, with average daily transactions down 15.1% QoQ to 25.6K and active addresses down 34.3% to 1.15K, though transactions remained over 2.5x higher YoY. Despite price headwinds, TVL in native STX terms more than doubled (+120.8% QoQ to 488.1M STX, +541.5% YoY), and average total STX stacked rose 6.1% QoQ (+32.4% YoY), even as PoX incentive flows compressed (net burn, net stack, rewards, and miner revenue all down QoQ and ~75–80% YoY). On the qualitative side, Stacks a...

As most of the crypto market retests crucial levels, Ethereum (ETH) is attempting to reclaim a major horizontal area. Some market observers have warned that cryptocurrency could fall to new lows if the price doesn’t bounce soon. Related Reading: LayerZero (ZRO) Soars 40% Amid Zero Blockchain Debut, Major Institutional Backing Ethereum Weekly Close On Sight On Thursday, Ethereum dropped 1.4% to retest a key area for the second consecutive day. After hitting a 10-month low of $1,747, the King of Altcoins bounced more than 15% to trade between $2,000 and $2,150 over the past few days. However, the second-largest cryptocurrency by market cap failed to hold the crucial $2,000 horizontal barrier on Wednesday and tested the $1,900 mark for the first time in a week. After at...

The incident highlights the growing security risks faced by executives in the cryptocurrency industry, necessitating enhanced protective measures.
The post Binance leader’s home targeted in chaotic break-in in France: Report appeared first on Crypto Briefing.

The incident highlights the growing security risks faced by executives in the cryptocurrency industry, necessitating enhanced protective measures.
The post Binance France CEO targeted in chaotic double home attack: Report appeared first on Crypto Briefing.

The incident highlights the growing security risks faced by executives in the cryptocurrency industry, necessitating enhanced protective measures.
The post Binance France CEO targeted in chaotic double home attack appeared first on Crypto Briefing.

Some key on-chain indicators are flashing a red signal for Bitcoin, suggesting bearish market conditions for the number one cryptocurrency. Major On-Chain Indicators Are In Red Zone For Bitcoin In a new post on X, CryptoQuant author Darkfrost has talked about what on-chain indicators are suggesting for the current Bitcoin market. The analyst has shared a heatmap that shows the signals 10 metrics related to the cryptocurrency are flashing right now. The indicators in the graph are all key on-chain metrics covering different dimensions of the network. For example, the MVRV Z-Score deals with general investor profitability, while the Trader Realized Price and Trader On-chain Profit Margin specifically track the profit-loss status of the short-term holders. Related Readi...

Mirae Asset's acquisition of Korbit signals increased integration of traditional finance with digital assets, potentially reshaping financial landscapes.
The post South Korea’s Mirae Asset moves to take control of crypto exchange Korbit in $92M deal appeared first on Crypto Briefing.