Gold surged over 1% to a record above $4,600 an ounce as rising geopolitical risks and concerns over the Federal Reserveโs independence lifted safe haven demand. Silver jumped over 5% to fresh highs above $84 on bets of US rate cuts and global tensions.
Fed Chair Jerome Powell said DOJ subpoenas are retaliation for the Fedโs independent rate policies. He denied any link to Congress testimony or Fed renovations, stressing policy decisions are data driven, not political.
US payrolls rose 50K in December, below estimates, while previous months were revised lower. The unemployment rate edged down to 4.4%, slightly better than forecasts.
Wage growth held steady at 0.3% month on month, with yearly growth near 3.8%. The average workweek slipped to 34.2 hours.
Markets now see the Federal Reserve staying cautious on rate cuts, as US 10 year yields briefly touched 4.21%.
Morgan Stanley has applied to the SEC for two spot crypto ETFs, the Morgan Stanley Bitcoin Trust and the Morgan Stanley Solana Trust. Both would track the market prices of each token.
If regulators approve them, the bank would expand its footprint in digital assets, joining big players such as BlackRock and Fidelity in offering spot crypto funds.
Saylorโs Bitcoin Bet Faces Big Paper Losses, but Strategy Stays the Same
Michael Saylorโs Strategy Inc. reported a $17.4 billion unrealized loss in Q4 as Bitcoin fell, and its shares have dropped nearly 70% from their 2024 peak. To boost liquidity, the company sold more shares to build a cash reserve.
Despite the setback, Strategy Inc. continued buying Bitcoin. It now holds 673,783 BTC worth about $50.55 billion, funded mostly through equity offerings.
In 2025, the firm logged a $5.4 billion unrealized loss on digital assets, partly offset by tax benefits, and ended the year with strong digital-asset values plus cash and equity capacity.
Tom Lee urges BitMine Immersion holders to back a 100-fold jump in authorized shares, from 500 million to 50 billion, before the Jan. 14 vote. He says it wonโt dilute holders, but will fund growth, enable deals and splits, and keep shares affordable if ETH hits $250,000 and bitcoin $1 million.
Analysts say 2026 likely brings a bull run, not a crypto winter. Bitcoin may dip below 67k early, then climb toward 150k to 200k and new highs. Altcoins and Ethereum could react more to US rules and any new market structure bill.
Coinbase CEO Brian Armstrong says a former customer service agent was arrested in India after hackers bribed staff to access customer data. The May breach involved a 20M ransom and could cost up to 400M.
Multiple Trust Wallet users are reporting unauthorized transfers from their addresses in recent hours, flagged by ZachXBT. The cause is still unclear, and the timing follows a recent Trust Wallet Chrome extension update. Users are urged to monitor their accounts as investigations continue.
USD1, the Trump linked stablecoin, jumped past a $3B market value after Binance rolled out yields of up to 20%. The token climbed to about $3.07B as Binance added new trading pairs and moved to convert BUSD collateral into USD1, boosting demand.
Bitcoin shows just 28 days in $70kโ$79,999, a thin zone across 5 yrs of CME data. The $80kโ$89,999 band holds 49 days, while $30kโ$49,999 saw nearly 200. Glassnode hints scarce supply here, pullbacks may first need to build support.
BlackRock says the Federal Reserve is now near its neutral rate after 175 bps of easing. With policy room largely used up, rate cuts in 2026 look limited unless the labour market weakens sharply. Markets still price about two cuts. #SPX #Fed
Crypto dealmaking hit a record $8.6bn in 2025, driven by supportive U.S. policy under Donald Trump, including friendlier regulators, dropped lawsuits and plans for a national crypto reserve.
Deal activity stayed strong despite Bitcoin falling from nearly $126,000 to around $90,000, with market participants saying price moves have not derailed talks.
Momentum is expected to continue into 2026, led by licence-driven and compliance-related acquisitions, especially under the EUโs MiCA rules.