U.S. spot Bitcoin exchange-traded funds extended their recovery this week, posting fresh inflows that nearly erased last week’s losses, even as Bitcoin prices remained under pressure.Spot Bitcoin ETFs recorded $166.6 million in net inflows on Tuesday, lifting total inflows for the week to $311.6 million, according to data from SoSoValue.The rebound comes after $318 million in net outflows last week, the third consecutive weekly decline, which pushed cumulative losses over the prior three weeks to more than $3 billion.Inflows return despite Bitcoin price weaknessETF momentum has improved despite Bitcoin falling 13% over the past seven days and briefly slipping below $68,000, according to CoinGecko.Analysts earlier this week pointed to signs of a potential inflection across crypto exchange-traded products, citing a slowdown in selling pressure and more stable fund flows.Goldman trims Bitcoin ETFs, adds XRP and Solana exposureInstitutional positioning continues to evolve. Goldman Sachs disclosed in a Form 13F filing with the U.S. Securities and Exchange Commission that it reduced its Bitcoin ETF exposure in the fourth quarter of 2025.The bank cut its holdings in BlackRock’s iShares Bitcoin Trust (IBIT) by 39%, reducing shares outstanding from about 34 million in Q3 to 20.7 million in Q4, valued at roughly $1 billion. Goldman also trimmed positions in other Bitcoin-linked products, including Fidelity’s Wise Origin Bitcoin Fund (FBTC), Bitcoin Depot, and Ether ETFs.At the same time, Goldman disclosed first-time positions in XRP and Solana ETFs, acquiring 6.95 million XRP ETF shares worth $152 million and 8.24 million Solana ETF shares valued at $104 million.SoSoValue data shows spot altcoin ETFs also attracted modest inflows on Tuesday, with Ether funds adding about $14 million, while XRP and Solana ETFs gained $3.3 million and $8.4 million, respectively.Most ETF investors continue to holdDespite recent volatility, long-term ETF holders have largely remained in place. Eric Balchunas, senior ETF analyst at Bloomberg, said last week that only around 6% of total Bitcoin ETF assets have exited during the downturn.Balchunas added that while IBIT’s assets have fallen to about $60 billion from a peak near $100 billion, the fund could remain at that level for years and still retain its distinction as the fastest ETF on record to reach $60 billion in assets.

인베스팅라이브 애널리스트 저스틴 로우는 모든 시선이 비농업 고용 데이터에 집중되어 있으며 시장 참여자들이 반응을 위해 소식을 기다리고 있다고 밝혔다. 현재 트레이더들은 연준이 올해 총 60bp(베이시스 포인트)의 금리 인하를 단행할 것으로 예상하며, 6월 회의에서 다음 25bp 인하가 이미 가격에 반영되었다고 보고 있다. 어제 발표된 부진한 소비자 지표는 이러한 시장 기대를 더욱 강화시켰다. 만약 오늘 발표될 비농업 고용 지표가 강세를 보이고 실업률이 안정된다면, 이는 연준이 더 오랜 기간 금리를 동결할 수 있음을 시사한다. 낙관적인 시나리오에서는 상반기 금리 인하 위험이 크게 낮아질 수 있다. 그러나 어제 미국 소비자 데이터가 전한 엇갈린 신호를 고려할 때, 6월 또는 7월 추가 금리 인하 가능성을 완전히 배제하기에는 아직 이르다. (금십)

출시된 지 불과 5개월 만에 Boros의 명목 거래액은 60억 달러를 넘어섰으며, 미결제 계약량은 최근 2억 6,800만 달러라는 사상 최고치를 기록했다.

Retail investor participation in the crypto market remains subdued, extending the current consolidation phase, according to analysis from Matrixport.In a chart released by the firm, Matrixport said retail engagement has stayed low over the past year. The firm pointed to trading volumes in the Korean market—often viewed as a proxy for retail activity—as evidence that meaningful buying demand from retail investors has yet to emerge.The lack of retail inflows has weighed on derivatives markets. With insufficient incremental spot demand, perpetual futures funding rates have remained depressed, limiting opportunities for leveraged long positioning. Low funding rates have also reduced returns from basis trading strategies, such as cash-and-carry arbitrage.As a result, institutional participation has remained measured. Matrixport noted that compressed arbitrage yields have constrained incremental inflows into spot Bitcoin ETFs, keeping overall ETF demand relatively moderate despite broader institutional interest.The firm said this dynamic aligns with its earlier assessment from March 2024, when it warned that without a retail-led rally widening the futures–spot spread, institutional capital allocation would be unlikely to accelerate meaningfully. 

SBF는 X 플랫폼에 게시한 글에서 새로운 증거가 바이든 행정부의 법무부가 다수의 증인에게 침묵을 지키거나 증언을 변경하도록 위협했으며, 자신의 유죄 판결이 뒤집어져야 한다고 주장했다. 루이스 카플란 판사는 이 신청에서 기피해야 한다. 피고인(자신, 라이언 살라메, 도널드 트럼프 포함)에 대한 사전 판단과 불리한 조건 설정 패턴을 고려할 때, 그는 공정한 판결을 내릴 수 없다.

The U.S. dollar is likely to remain volatile ahead of the January non-farm payrolls (NFP) release, as markets brace for what could be the largest annual downward revision to U.S. employment data on record, according to Maybank.In a research note cited by Jin10, Maybank said the U.S. Dollar Index (DXY) has recently found near-term support, with some short positions being modestly unwound as investors adopt a cautious stance before the data release. This has helped stabilize the dollar despite weaker-than-expected U.S. December retail sales, which showed zero month-on-month growth.Markets focus on jobs data and revisionsMarket attention is now firmly on January’s U.S. labor report. Maybank expects non-farm payrolls to rise by around 65,000 jobs, compared with roughly 50,000 in the previous month, while the unemployment rate is forecast to hold at 4.4%.More critically, the bank highlighted expectations for a 2025 annual benchmark revision of about -825,000 jobs, a figure that would mark the largest downward revision in U.S. payroll history. Maybank said this looming adjustment has been a key factor weighing on the dollar in recent sessions, as investors reassess the underlying strength of the U.S. labor market.Dollar likely to consolidate before releaseDespite elevated volatility earlier in the week, Maybank expects the dollar to trade in a consolidative range ahead of the NFP release, as markets await confirmation from the labor data.

자산 관리 규모가 3.5조 달러에 달하는 골드만삭스가 MSTR 주식 237,874주를 추가 매입했다고 밝혔다. 현재 골드만삭스는 총 2억 3,300만 주(약 3억 100만 달러 상당)의 MSTR 주식을 보유하고 있다. (BitcoinTreasuries.NET)

Leading altcoins dropped, as analysts cite capital flight to gold, ETF outflows, and cascading liquidations for draining market liquidity. source: https://decrypt.co/357693/zcash-bnb-sui-lead-altcoin-losses-as-crypto-market-slides

잭 도르시의 캐시앱(Cash App)은 대량 비트코인 구매 및 정기적 비트코인 구매에 대해 수수료를 면제한다고 발표했다. (Bitcoin Magazine)

암호자산이 주변 자산에서 주류 자산으로 가는 과정 자체가 느리고 굴곡진 과정이다.

The Federal Reserve’s campaign against inflation is approaching its final phase, with underlying price pressures expected to remain contained through this year and next, according to BeiChen Lin, a senior investment strategist at Russell Investments.In a report cited by Jin10, Lin said that while inflation victory is not yet complete, the “finish line is coming into view.” He pointed to a labor market that is gradually moving back toward balance, helping to moderate inflation in the services sector.Lin added that inflation driven by tariffs is likely to gradually subside in the second half of the year, easing a key source of recent price pressure. At the same time, subdued activity in the U.S. real estate market is expected to continue acting as a drag on inflation.Even if the U.S. economy maintains trend-level growth this year—or slightly exceeds it—Lin said inflation should remain benign and manageable through 2025 and into 2026.The assessment supports broader market expectations that inflation risks are receding, potentially giving the Federal Reserve greater flexibility in its policy outlook as price stability improves. 

A second White House meeting between major banks and cryptocurrency industry leaders ended without a formal agreement on stablecoin yield rules, but participants described the discussions as more productive than prior talks. com. source: https://techgaged.com/white-house-urges-stablecoin-deal-sets-the-deadline-as-debate-continues/

홍콩은 새로운 '스테이블코인 조례'에 따라 2026년 3월 첫 스테이블코인 라이선스를 발급할 예정이다. 중국이 암호화폐 활동에 대해 신중한 입장을 유지하는 가운데, 홍콩은 암호화폐 시장 규정을 확대하고 토큰화 프로젝트를 추진 중이다.

유럽연합은 EU 거주자와 러시아 기관 간 모든 암호화폐 거래를 전면 금지함으로써 러시아에 대한 전쟁을 준비하고 있다

유럽연합(EU)은 러시아가 암호화폐를 통해 자금을 이동시키고 기존 제재를 회피하는 데 도움을 준 키르기스스탄 은행 2곳과 여러 외국 금융기관에 제재를 가할 계획이다. 또한 러시아와 연계된 모든 암호화폐 거래(스테이블코인과 디지털 루블 포함)를 차단해 결제 및 무역 경로를 차단할 방침이다.

전 FTX 최고경영자(CEO) 샘 뱅크먼-프리드가 자신의 평판을 회복하기 위해 또 다른 극적인 움직임을 보이고 있다. 이번에는 25년 형을 선고받은 유죄 판결을 뒤집기 위해 사기 혐의에 대한 새로운 재판을 요청하는 신청서를 제출했다.

최근 화비(Huobi) HTX는 업계 최초로 실제 자금 유입에 초점을 맞춘 '신규 자금 리베이트 시범 운영 방안'을 공식 발표했으며, 2026년 2월 6일 정식 출시될 예정이다.

조창펑, 바이낸스, CZ 최신 인터뷰: 부상, 몰락 그리고 재탄생 골든파이낸스, 집을 팔아 600달러어치 BTC를 올인하며 시작하다.

LayerZero는 '차세대 글로벌 금융 결제 인프라'가 되기 위해 노력하고 있습니다.

전 세이프문(SafeMoon) 최고경영자(CEO) 브래든 존 카로니(Braden John Karony)가 투자자들을 기만하고 프로젝트 유동성 풀에서 수백만 달러를 유용한 사기 행각을 벌인 혐의로 유죄 판결을 받고 미국 연방 교도소에서 100개월(10년)의 형을 선고받았다. 법원은 그가 공범자들과 함께 투자자 자금이 안전하게 보관된다고 약속했음에도 불구하고 이를 개인적 이익을 위해 은밀히 유용했다고 밝혔다.