Analysis News

ARK Invest bought $19M in Bitmine, Bullish and Robinhood shares as crypto-linked equities gained, extending its buying streak.
The post ARK Invest expands holdings in Bitmine, Bullish, and Robinhood appeared first on Crypto Briefing.

MegaETH's innovative approach aims to redefine blockchain application development for broader user adoption.
The post Namik Muduroglu: Blockchain teams must engage in application development, MegaETH achieves 55,000 transactions per second, and the shift from infrastructure to user-centric ecosystems | Unchained appeared first on Crypto Briefing.

Bitcoin’s market cycles have long been shaped by shifting liquidity, investor behavior, and macroeconomic forces, but identifying true structural changes has often proved challenging. Currently, a high-precision metric is emerging as a clear signal for detecting when BTC’s market dynamics are fundamentally shifting rather than simply experiencing short-term volatility. As BTC matures as a global asset, tools like this are helping investors move beyond speculation and toward data-driven insights that reveal the network’s true direction. What This Metric Signal Has Marked In Every Bitcoin Previous Cycle The Bitcoin Realized Cap impulse is one of the most precise metrics that has ever been created to identify true structural change in BTC. Joao Wedson, the founder and C...

The recent slide of Bitcoin has punched a hole in short-term holders’ wallets and left loud questions about where prices might settle next. Markets are jittery; people who bought high are taking losses. Some sellers reacted fast, and that rush shows up in on-chain numbers. Related Reading: Is XRP About To Surprise The Market? Finance Expert Weighs In Realized Losses Hit Historical Levels According to CryptoQuant and an analyst writing under the name IT Tech, Bitcoin’s seven-day average of realized net losses climbed to about $2.3 billion — a figure that puts this sell-off among the largest loss events on record. “This is one of the largest capitulation events in BTC history, rivaling the 2021 crash, 2022 Luna/FTX collapse, and mid-2024 correction,” IT Tech said. This...

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.