Cryptocurrency and investing Blogs

Found 20 blogs

Other Blogs

The U.S. Capitol is shown with a large Bitcoin symbol in the sky, blue graph lines, and orange barriers in the foreground, suggesting a financial theme.

What happens to Bitcoin policy and liquidity if US government shuts down?

A government shutdown in the U.S. isn’t just a political drama. It could ripple through financial systems, affecting regulation, liquidity, and how crypto markets behave. This blog explores what a shutdown might do to Bitcoin policy, liquidity, and trading dynamics — and what to watch along the way. Shutdown Odds & Market Signals Prediction markets are currently pricing the odds of a U.S. government shutdown in 2025 at ~72 to 82 percent. Before this threat, Bitcoin fell from around $112,000 to $108,500, then later climbed back above $112,000 as markets adjusted. Crypto markets overall shed over $170 billion in value during the run-up as institutions moved into safer bets like stablecoins, cash, or short-term Treasuries. Markets are signaling a high chance of government funding lapse Bitcoin saw a 3–5 percent price swing in response to macro risk Institutions rotated out of crypto and into cash or stable assets How Policy & Regulation Could Be Affected When the government shuts down, many agencies reduce operations to essential staffing. This means: Regulatory reviews, filings, and approvals (for exchanges, ETFs, rule changes) slow or pause Delays in reviewing market‐structure proposals, stablecoin frameworks, and other crypto policy actions Calendars for hearings, rulemakings, and guidance get pushed back, creating uncertainty Macro data releases (labor, inflation stats) may be delayed or curtailed, reducing clarity for rate expectations The information gap means markets may struggle more with volatility, because fewer data points and slower decision-making can widen bid-ask spreads. Liquidity & Market Behavior Under Stress In a shutdown scenario, liquidity becomes more fragile. Here’s how things may play out depending on how long the shutdown lasts: ~1 week: Mild drawdowns (5 percent or so), followed by rebound once regulators return and operations resume ~1 month: Deeper, choppy price action; ETF & exchange filings delayed; spreads remain wider ~3 months: Stress on liquidity, slower rebuilding; major delay in rulemakings, ETF launches, and venue upgrades Longer shutdowns deepen drawdowns and stall recovery Pauses in rulemaking hurt product development and market structure enhancements Stablecoin & fund flows may get stuck outside spot books, reducing on-chain turnover Another factor: crypto now reacts not just to headlines, but more to regulatory timing + cash flows. So even if the shutdown is dull, the knock-on effect on rules and funding matters deeply. What It Means for Bitcoin & Traders Bitcoin could see 5 to 15 percent drawdowns in many shutdown scenarios, based on past macro shock windows. Recovery speed depends on how quickly the government resumes normal work and unsticks regulatory queues. Traders should closely watch: Stablecoin supply shifts (moving into or out of spot trading) ETF flows and withdrawals / additions Basis levels on perpetuals and derivatives Calendar slips in policy announcements, guidance, and hearings Even though a shutdown is a policy event, its real impact comes through liquidity disruption, delays in rules, and how fast market infrastructure recovers. Final Thoughts A U.S. government shutdown in October could unsettle Bitcoin markets more than many expect. The threat isn’t only in headlines — it’s in the freeze of regulatory machinery, delays in approvals, and stress on liquidity. If you’re watching or trading Bitcoin, staying alert to regulatory calendars, flow data, and volatility cues will be just as important as tracking price levels.

Read More →10/4/2025

A large blue vault with a Bitcoin symbol and rising graph. Blue blocks with checkmarks symbolize growth. City skyline is visible, suggesting financial success.

With over $1B in Bitcoin loans Coinbase targets $100B in 5 years

Coinbase has launched a new product: loans secured by Bitcoin collateral. In just eight months, the platform has already crossed $1 billion in originations—and sets its sights on a bold target of $100 billion by 2030. This article breaks down how that might happen, what it depends on, and what risks lie ahead. What’s Coinbase Doing with Bitcoin Loans? Coinbase’s loan product allows users to post Bitcoin (via a wrapped form called cbBTC) as collateral. Borrowers receive USDC (a stablecoin) in their Coinbase accounts. If the loan-to-value (LTV) ratio reaches 86 percent , the collateral may be liquidated. There is no fixed repayment schedule. Coinbase has already surpassed $1 billion in these on-chain, Bitcoin-backed originations just months after launching the service. CryptoSlate The $100 B Target: Ambitious but Possible? To hit $100 billion by 2030, Coinbase would need ~7.7 percent compounded monthly growth starting from its current originations rate. CryptoSlate If they tried to reach it by 2029, they'd need ~9.6 percent monthly growth. To do it by 2027 would demand ~21.2 percent monthly growth—a much steeper scale. Much of this depends on increasing liquidity, boosting collateral and USDC supply, and growing average loan sizes. CryptoSlate Why This Strategy Might Work The Bitcoin collateral model offers a way to merge crypto assets with credit infrastructure Using cbBTC ensures 1:1 backing by real Bitcoin with proof-of-reserves to build trust The DeFi / CeFi hybrid setup (e.g. using Morpho markets) allows more scalable lending Growing demand for secured lending and on-chain credit products may provide tailwinds Risks & Challenges to Watch Bitcoin’s price volatility: a crash could trigger mass liquidations or margin calls Liquidity crunches: if there isn’t enough USDC or capital to scale, growth stalls Sharp spikes in utilization may push borrowing rates up, making large loans less attractive Legal, regulatory, and counterparty risk across jurisdictions The 86 percent LTV threshold leaves less room in downturns, especially for higher leverage borrowers What This Means for the Crypto Landscape Coinbase entering the secured lending space with Bitcoin collateral is another step in blurring boundaries between DeFi and traditional finance. If successful, this could encourage other exchanges and platforms to introduce similar credit products. It also shows how Bitcoin is evolving from a speculative asset to one that can underlie real financial services (like loans) at scale. Final Thoughts Coinbase setting a $100 billion originations target for its Bitcoin-backed loans is bold—and the math says it’s not impossible. But it hinges on consistent growth, liquidity management, stable collateral markets, and few shocks along the way. If they pull it off, it could reshape how companies use Bitcoin in their balance sheets and how credit works in crypto.

Read More →10/4/2025

Logos on a black background: on the left, "anchorage digital" in white with a diamond pattern; on the right, an abstract orange wing shape.

AsiaStrategy Buys 30 Bitcoin in Aggressive Treasury Push, Partners with Anchorage Digital

AsiaStrategy, a Hong Kong–based digital asset firm, has made a bold move: it bought 30 Bitcoin and partnered with Anchorage Digital to support its growing treasury ambitions. This signals that AsiaStrategy intends to fuse its retail and treasury operations, and possibly scale into something much bigger in Asia’s crypto landscape. What Did AsiaStrategy Do? AsiaStrategy revealed that on September 30, it purchased 30 Bitcoin as part of a more aggressive approach to build a treasury in crypto. The firm also formed a partnership with Anchorage Digital, which will handle custody, settlement, and cross-jurisdiction operations for the Bitcoin holdings. This move is framed as the first step toward building a $1 billion Bitcoin treasury over time. Besides treasury ambitions, AsiaStrategy is integrating Bitcoin into its retail side — for example, in luxury goods transactions — to align both sides on the same asset. Why This Strategy Makes Sense Supporters and company leadership point to several reasons why this strong push into Bitcoin could work: Having Bitcoin on the balance sheet can diversify risk beyond traditional assets Partnering with a regulated custodian provides secure infrastructure and regulatory trust Aligning retail and treasury operations around the same asset can streamline operations The Asia–U.S. corridor provides opportunity for cross-border settlement and growth Challenges & Risks to Consider No bold strategy is without pitfalls. Some challenges AsiaStrategy may face: Bitcoin’s volatility could lead to large swings in treasury valuation Regulatory or compliance hurdles across multiple jurisdictions may slow progress The technical and security requirements of custody at scale are complex Investor expectations: scaling too fast without clear execution might backfire What This Means in the Bigger Picture AsiaStrategy’s move is part of a growing trend where companies see Bitcoin not just as speculative asset but as a part of corporate treasury strategy. Some firms in the U.S. and Europe have already put Bitcoin on their books; AsiaStrategy may be positioning itself among early leaders in Asia. This also signals increased institutional maturity in crypto: solid custody, regulatory alignment, and mix of retail + treasury use cases. Final Thoughts AsiaStrategy buying 30 Bitcoin and entering into a partnership with Anchorage Digital shows serious ambition. It’s not just holding crypto — they are building infrastructure, merging operations, and aiming for scale. The path won’t be smooth — volatility, regulation, and execution are all real risks. But if they succeed, AsiaStrategy could become a compelling case study for how firms in Asia can adopt Bitcoin at enterprise scale.

Read More →10/4/2025

Illustration of the Swedish flag amidst scattered Bitcoin coins, symbolizing cryptocurrency adoption. The image conveys a blend of tradition and innovation.

Is Sweden About to Stockpile Bitcoin? Lawmakers Push for National Reserve

Sweden might be moving toward having Bitcoin in its national reserves. Two Swedish lawmakers have pushed for a formal motion to explore how Bitcoin could sit alongside gold and foreign currencies. This could mark a big shift in how countries think about state assets and financial strategy. What’s the Proposal? Recently, Swedish lawmakers Dennis Dioukarev and David Perez asked the government to investigate creating a national Bitcoin reserve. The motion suggests the government figure out how this reserve could work, who should oversee it, and whether existing authority laws need adjusting. They also want the government to clearly state it won’t change the legal definition of “legal tender” — meaning Bitcoin shouldn’t replace or compete with Sweden’s national currency in official use. The proposal frames Bitcoin as “digital gold,” pointing out its fixed supply and independence from state monetary policy. These features, they argue, give it unique value for diversification. Why Supporters Think It Makes Sense Supporters give several reasons for this idea: Bitcoin has a capped supply, so it can act as a hedge against inflation and instability Using seized Bitcoin could help build a reserve without new taxpayer costs It would diversify Sweden’s reserves beyond just gold and foreign currencies Clear laws around legal tender and rejecting a central bank digital currency provide stability Possible Challenges & Things to Watch Even though the idea has momentum, there are possible hurdles: Deciding which authority should oversee or hold the Bitcoin reserve Volatility in Bitcoin’s price could complicate valuation compared with stable assets Legal and regulatory complexities, including rules for seized assets and taxation Public and political skepticism about Bitcoin’s risks and volatility Where This Fits Globally Sweden’s proposal is part of a larger global trend. Other countries are beginning to consider Bitcoin in state financial policy. In the United States, for example, there are already discussions about a strategic Bitcoin reserve, with authorities often acquiring Bitcoin through seizures. Meanwhile, other nations in Europe are also exploring the idea of Bitcoin as part of state reserves. Final Thoughts Sweden’s possible move toward a national Bitcoin reserve could mark a meaningful shift. It’s not only about holding Bitcoin as an asset but also about how a modern state might balance innovation, risk, and stability. If approached carefully — using seized assets, preserving legal clarity, and managing volatility — Sweden could set an example for how governments integrate digital assets into their financial systems.

Read More →10/4/2025

A roaring lion beside a fiery Bitcoin symbol, set against a vibrant orange background. The image conveys power and intensity

Bitcoin Price Explodes to $121,000 as Q4 Begins — All-Time Highs Up Next?

Bitcoin has recently surged past $121,000, bringing optimism that it may soon challenge or exceed its previous all-time highs. In this post, we explore what’s driving the rally, what could come next, and what risks to watch. The Big Move: Bitcoin Tops $121,000 Bitcoin broke past the $121,000 mark, climbing ~3 percent in just 24 hours, from around $117,500 to over $121,000. This puts the coin within reach of its previous peak (over $124,000) and signals renewed strength in the market. Seasonally, the timing may be favorable: when September closes positive, the last quarter of the year has often delivered strong gains. Bitcoin rose ~3 percent in a single day to breach $121K The price is now less than 3 percent shy of prior all-time highs Positive September closes historically lead to strong Q4 rallies Why the Spike? Several factors are fueling the current rally: Investor flight from traditional markets due to uncertainty Gold’s rally and easing inflation make Bitcoin look more attractive Over $300 million in short positions were liquidated, causing a short squeeze Seasonal bias toward gains in October supports bullish momentum All-Time Highs: Are They Next? Bitcoin is now very close to its all-time high (above $124,000). If momentum holds, we could see new highs early in Q4. Analysts suggest the path is clear if key resistance breaks. However, this run isn’t guaranteed. A few obstacles could slow or reverse gains: Profit-taking when prices approach past peaks Unexpected economic data, such as interest rate changes Regulatory challenges or sudden policy shifts Final Thoughts Bitcoin crossing $121,000 is a strong signal of market confidence. But while the outlook is optimistic, the ride may still be volatile. If bullish forces continue, a push toward new highs is certainly possible. For investors and watchers alike, staying alert to key levels and broader economic shifts is essential.

Read More →10/4/2025

anaan shares jump over 25% following 50,000-unit Avalon bitcoin miner order in US

This article covers how Canaan Inc. saw its stock jump after securing a large order from a U.S. buyer for 50,000 Avalon Bitcoin mining units. It explores what this deal means for Canaan, for the mining industry, and for investors. What the Big Order Means Canaan is one of the established makers of Bitcoin mining hardware, especially the Avalon series. Getting an order of 50,000 units is a major signal: it shows demand is strong and buyers believe in the future of mining growth. Because mining hardware orders often reflect confidence in Bitcoin’s long-term profitability, this deal also boosts Canaan’s reputation and visibility in the market. Market Reaction & Share Impact When the news broke, Canaan’s shares jumped sharply. Traders reacted positively, seeing this as a validation that Canaan still competes in the mining hardware space. A surge in share price usually means: Investors expect strong revenue and profit in coming quarters Confidence that Canaan will win more orders or maintain demand Belief that Bitcoin mining’s cycle is entering a growth phase But share jumps also bring higher expectations — Canaan will need to deliver. Challenges & Risks to Watch While the order is exciting, there are potential pitfalls: Fulfilling 50,000 units is a heavy logistical and manufacturing task — supply chain, parts, delivery matter Demand outside this one order must remain strong, or the momentum may fade Bitcoin prices and mining economics must remain favorable — high electricity cost, regulation, or low hashprice could hurt Competition is fierce — other manufacturers may undercut or offer better specs or efficiency Why This Order Is Important for the Mining Sector This isn’t just about Canaan — it reflects broader trends: It shows that institutional buyers are still investing in mining infrastructure at scale Big orders often mean confidence in cycles ahead — more miners may expand or upgrade their hardware It pressures other hardware makers to stay innovative or risk losing contracts If mining remains profitable and Bitcoin keeps trending upward, hardware makers with orders like these stand to benefit the most. Final Thoughts Canaan’s landing of a 50,000-unit Avalon miner order is a strong validation of its position in the mining hardware industry. The stock jump reflects investor excitement, but execution will matter. If Canaan can deliver quality and keep demand steady, this could mark a turning point. But it’s not without risk — the broader market, competition, and mining margins all play a role in whether this success will last.

Read More →10/4/2025

A hand with a finger pointing upwards follows a green upward arrow on a textured, dark background with concentric circles, conveying growth and progress.

CME to make crypto futures ‘always on’ with 24/7 trading in 2026

This blog explains CME Group’s plan to make its cryptocurrency futures and options markets operate 24 hours a day, 7 days a week starting in 2026. It covers the reasons behind the move, how it will work, and its potential impact on traders and markets. What’s Changing at CME CME Group announced that beginning early in 2026, its crypto futures and options will shift to continuous trading on its electronic system (Globex). This means clients can trade anytime, day or night, all week long. There will still be a short maintenance window each week over the weekend. Because of regulatory rules, trades done over weekends or holidays will be recorded under the next business day, and clearing, settlement, and reporting will also follow the next business day. Why CME Is Doing This The key drivers include: Demand from clients who want to manage risk around-the-clock Increased institutional interest in crypto derivatives Record volumes in crypto futures and options this year, showing that markets are ready for more access Alignment with how crypto markets already operate (crypto doesn’t sleep) Tim McCourt from CME noted that though not all markets should run 24/7, crypto has matured to the point where continuous trading makes sense. How It Will Work & Operational Rules Here’s how the change is designed: Trading will run continuously via CME Globex, with at least a two-hour maintenance window each week Trades made during weekends or holidays will be assigned the trade date of the next business day Clearing, settlement, and regulatory reporting will also take place on that next business day In short, the system wants to make sure everything is seamless and compliant, even with round-the-clock operation. Market Context & Momentum CME is making this move at a time of strong momentum: Crypto futures and options volume has hit record highs in 2025 Open interest (the total number of outstanding derivative contracts) also smashed records, indicating deep participation Many large holders have entered the space, showing institutional confidence It’s not just about access — it’s also a bet that regulated, high-volume crypto markets are here to stay. Potential Benefits & Challenges This shift brings opportunities — and issues to watch out for: Benefits: Greater flexibility — traders can react to events any time, not just during market hours Smoother risk management — hedge or adjust positions even outside business hours Stronger global access — aligning with international markets that already trade 24/7 Challenges: Maintaining infrastructure and liquidity during off-peak hours Handling liquidity gaps or volatility when fewer participants are active Ensuring regulatory compliance, clearing, settlement integrity when markets operate nonstop Final Thoughts CME’s plan to make crypto futures and options always on is a big step toward matching traditional finance to how crypto already functions — nonstop. It recognizes that demand is there, that institutions want access at all times, and that crypto markets deserve the same robustness as other asset classes. If executed well, it could make trading smoother, more responsive, and more accessible globally. But success depends on managing technical, liquidity, and regulatory challenges.

Read More →10/4/2025

Blue digital tunnel with binary code surrounds the white pi symbol and its digits, giving a futuristic and mathematical feel.

Pi Network’s mystery: Why the hype won’t die despite endless doubts

This article explores why Pi Network still has a massive, enthusiastic following despite many doubts, delays, and criticisms. It covers its model, issues people point out, what keeps users engaged, and what will determine whether Pi becomes more than hype. What Is Pi Network & Current State Pi Network began in 2019 with the idea of mobile mining using phones instead of energy-heavy rigs. It uses a social security model and Stellar Consensus Protocol instead of proof-of-work. Though its mainnet finally launched in early 2025, many users still face slow migrations, KYC backlogs, and limited access. Even so, Pi saw a price spike near $3, but later dropped significantly. Key Criticisms & Red Flags People are skeptical for several reasons: While Pi calls itself open, actual validator nodes remain controlled by its core team, not independent community members. Tokenomics are unclear: there’s a max supply, categories like community rewards vs team vs reserves, but actual on-chain supply and migration progress are opaque. Referrals and “security circles” drive a lot of reward. Some compare it to multi-level marketing because new-user growth boosts rewards. Listings are limited. Big exchanges haven’t accepted it yet, citing issues in decentralization and token structure. Concerns over privacy: KYC requires ID, live selfie checks. Users worry about where and how their data is stored. Why the Hype Keeps Alive Despite issues, many reasons explain Pi’s persistent following: Very low barrier to entry — users only need a smartphone and daily tap, no expensive hardware or electricity costs. Accessible & mobile-first design — the app makes participation easy even for those not deep into crypto. Strong community identity — users are called “Pioneers,” daily rituals like taps and referral rewards give a sense of belonging. Long-term narrative over immediate utility — setbacks like delays or low liquidity are framed as part of growth, not failures. Signals from the ecosystem — hackathons, builder funds, developer grants, etc., show that things are progressing beyond just talk. What to Watch If Pi Moves from Hype to Use Here are the key signs that would show Pi might deliver real value: Whether decentralization becomes real — more independent validators, less core‐team control. More exchange listings and liquidity — major platforms deciding to list Pi would help with trust and usability. Real apps, usage, and experiences in the ecosystem — not just updates or promises, but things people can use. Progress in migration and KYC — more verified users actually moving to the mainnet. Transparent reporting of metrics — how many real active users, how many coins in circulation, etc. Final Thoughts Pi Network stands at a crossroads. On one hand, its model makes participation simple and its community is energized. On the other, doubts over structure, transparency, and utility remain big. If many of the concerns get addressed, Pi has a chance to shift from hype to real value. But if not, it may become another crypto project remembered more for promise than delivery.

Read More →10/4/2025

Three golden Bitcoin symbols glowing against a dark, smoky background with "120K" and an upward red arrow, conveying a sense of rising value.

Bitcoin bulls charge at $120K with traders expecting new all-time high

This article talks about how Bitcoin is pushing toward $120,000 and how traders believe a new all-time high is coming soon. It covers momentum, technical signals, and market optimism in the crypto world. Bitcoin Aims to Hit $120K Bitcoin’s price is gaining strength, up around 1 percent in a session, as bulls challenge the $120,000 mark. This move is fueling hopes that new highs are just ahead. The market hasn’t seen a sustained pullback lately, which helps support this push. What Traders Are Watching Traders and analysts are eyeing key levels and chart signals: If Bitcoin closes daily above ~$117,300, it may confirm entry into the $117,300–$120K range. Some see $118,000 as a critical breakout level — if it holds, a new all-time high could follow. Recent higher highs in daily charts suggest that the downtrend might be over. Many believe that this momentum supports continuation upward, rather than retreating downward. Technical Signals & Indicators Technical analysis is reinforcing optimism: The RSI (Relative Strength Index) has climbed into “overbought” zones in short timeframes, showing strong buying pressure. Analysts mention bullish divergences on multiple timeframe charts (1h, 2h, 4h), which often precede upward moves. Bitcoin has moved above its anchored volume-weighted average price (AVWAP), a measure showing where volume has weighted averages, signaling strength. These indicators suggest that while momentum is high, some levels may act as resistance before further gains. What’s Missing — Price Discovery Some analysts say what remains absent is “price discovery” — meaning Bitcoin has yet to explore fresh highs beyond previous peaks. Once price discovery happens, the path to a new all-time high becomes more likely, according to the article. The sentiment is that bullish momentum is already there; the missing piece is clear runway for new highs. Risks & Things to Be Mindful Of Even in strong upholds, risks remain: Overbought conditions can lead to short-term pullbacks or corrections. Resistance may appear around psychological or technical barriers like $120K. If support (e.g. $118K) fails, some traders might hesitate or pull back. External macro events, regulation, or sentiment shifts could dampen momentum. Traders will likely monitor near-term dips as possible retest zones or consolidation phases. Final Thoughts The current market shows strong bullish sentiment for Bitcoin. With key levels like $118K and $117,300 holding, many believe new all-time highs are within reach. But momentum, technicals, and trader conviction will all need to align—and price discovery must break through—in order for Bitcoin to reach those new peaks.

Read More →10/4/2025

Graph of Bitcoin showing a price surge from $60k to $180k from Oct '24 to Oct '25, with difficulty adjustments. Upward trend and fluctuations visible.

Bitcoin Mining Hits Toughest Level Yet While Hashprice Slides

This article covers how Bitcoin mining is becoming harder than ever. It discusses how hash rate, difficulty, and hashprice are affecting miner profitability, and what miners might need to do to survive in this changing environment. Recent Changes in Mining Difficulty & Hash Rate Bitcoin’s mining difficulty has jumped to a new record of 150.84 trillion, marking the seventh straight increase. This happens because more miners and machines are joining the network, raising the total hash rate above 1.05 ZH/s. When more machines compete, each one finds it harder to mine blocks. What Is Hashprice and Why It’s Dropping Hashprice is how much revenue a miner earns per unit of computational power (per petahash per second). Despite Bitcoin’s recent price recovery, hashprice has dropped below $50 / PH/s. This decline is due to two main pressures: Rising difficulty (more competition) Low transaction fees — they’re not enough to fill the revenue gap Miners are squeezed from both sides. The Profit Squeeze & What Must Change To regain healthy margins, miners need at least one of these changes to happen: Bitcoin’s price needs to rise again Transaction fees must increase Hash rate growth must slow so difficulty doesn’t skyrocket further If none of these shift, many miners could face losses — especially those with less efficient rigs or higher energy costs. Mining Stocks & Market Response Interestingly, even with these pressures on mining profitability, mining stocks have surged. Public miners like Cipher Mining, Bit Digital, and Marathon Digital saw shares rise along with Bitcoin’s upward price moves. This suggests that investors are still betting on long-term strength in the mining business despite short-term stress. Implications & Risks for Miners Miners must adapt to survive. Some risks and trends to watch: Older or inefficient mining hardware will struggle Energy cost becomes an even more critical factor Consolidation may happen — large miners with better efficiency may dominate There’s risk of centralization if small miners are pushed out Miners who can innovate with energy (renewables), scale, or manage costs smartly will have better chances. Final Thoughts Bitcoin mining is at a tough crossroads. The network demand and competition are pushing difficulty higher, while revenue per unit of work (hashprice) is under pressure. Miners can’t just rely on strong Bitcoin price; they need efficiency, scale, or favorable shifts in fees or hash rate. Those who adapt will survive — those who don’t might be forced out.

Read More →10/4/2025

← Previous