Gemini Director of Institutional, Patrick Liou, says 2026 will mark a structural break for crypto markets. He predicts that long-held narratives around Bitcoin cycles, regulation, and capital flows are giving way to a more institutional and macro-driven regime. In a set of five industry predictions shared this week, Liou outlined why 2026 could reshape how
Global index provider MSCI has deferred a decision on whether to change how it treats companies with significant digital asset exposure, maintaining the status quo after a consultation that raised questions around classification, balance sheet volatility, and index construction. Results of the review published Tuesday covered so-called digital asset treasury companies, or DATCOs, a category
Despite a momentary uptick in Strategy’s stock performance this week, its shares dropped again on Tuesday, continuing its declining streak over the past months. This comes after the company bought another $118 million in Bitcoin, signaling a lack of investor confidence in the aggressive accumulation playbook founder Michael Saylor has pioneered. MSTR Slides Despite Fresh
Key Takeaways Vanadi Coffee has increased its Bitcoin holdings to 173 BTC. The latest purchase of 12 Bitcoins boosts its position on the Bitcoin 100 Ranking to 91st. Vanadi Coffee, a Spanish public coffee chain, has purchased an additional 12 Bitcoin, bringing its total holdings to 173 BTC worth $16 million. 📢ANUNCIO DE COMPRA Vanadi
President Donald Trump announced Tuesday that Venezuela’s “interim authorities” would transfer 30 to 50 million barrels of oil to the United States, days after US forces captured Nicolás Maduro in a military raid. The announcement has fueled speculation about what other Venezuelan assets might be next—including the country’s rumored Bitcoin holdings. Oil Seizure Sets the
Morgan Stanley is inching closer to the crypto dance floor. Summary The filings, which cover ETFs linked to Bitcoin and Solana, underscore how quickly digital assets have gone from compliance headache to boardroom strategy as regulatory guardrails firm up under President Donald Trump. For big banks, crypto is no longer something clients quietly ask about—it’s
At the beginning of 2026, the global stablecoin market has passed a big mark and the total market capitalization increased to $317.94 billion. The most recent snapshot on January 6, 2026, emphasizes the ongoing connection of liquidity in the digital asset space by stablecoins. Since volatility has become one of the hallmarks of crypto markets,
Shares of Strategy (MSTR) rose nearly 6% in post-market trading on Tuesday after MSCI said it would not move forward—for now—with plans to exclude digital asset treasury firms from its indexes. The move eases immediate pressure on companies like Strategy, which hold large amounts of bitcoin BTC$93,471.07 on their balance sheets but don’t directly operate
BitMEX co-founder Arthur Hayes is betting that U.S. politics, not crypto fundamentals, will drive the next major leg higher for Bitcoin (BTC)—arguing that a Republican (“Team Red” as he calls them) win in 2028 all but guarantees aggressive money printing, so long as gasoline prices stay in check. Summary Hayes lays out what he calls