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How One Polymarket User Turned Losing Bets Into $106K Monthly Profit
TLDR:
Polymarket trader sb911 earned $106K in one month with only 25.51% winning predictions.
Strategy focused on buying multiple Elon Musk tweet ranges at 1 to 10 cents per share.
One winning trade turned $1,100 into $79,000 for over 6,600% return on investment.
Approach relied on asymmetric payoffs where small losses fund rare explosive wins.
A Polymarket trader has generated over $106,000 in profit during the past month despite winning only one in four predictions.
The counterintuitive performance has sparked discussion about probability trading versus traditional speculation.
Trader sb911 completed 294 predictions with just 75 wins, yet walked away with substantial returns. The strategy relied on asymmetric payoffs rather than prediction accuracy.
Betting on Predictable Behavior Patterns
The core of sb911’s approach centered on weekly markets asking how many times Elon Musk would post on X.
Data from Lookonchain shows these markets appeared repeatedly with defined tweet ranges. Each week featured multiple options like 200 to 219 tweets, 220 to 239, and 240 to 259.
Musk’s posting habits remain statistically consistent over short periods. This consistency made the activity measurable rather than random.
The trader didn’t attempt to pinpoint exact outcomes.
Instead, sb911 purchased shares across several adjacent ranges in the same week. Polymarket structures each range as a separate betting market. However, tweet counts follow continuous probability distributions.
By covering multiple brackets simultaneously, the strategy captured most realistic outcomes. The method treated connected ranges as a single probability spectrum.
Entry prices played a critical role in the math.
Many winning positions cost just 1 cent, 3 cents, or 5 cents per share. Correct predictions settled at 100 cents per share. This created extreme upside with limited downside risk.
A $1,100 investment in one position returned roughly $79,000. That single trade represented a return over 6,600 percent.
How this Polymarket trader made $106K in 1 month
Low win rate.
Huge profits.
This isn't luck — it's probability.
1/ Let's break down how trader sb911 did it pic.twitter.com/41BaaBrg0n
— Lookonchain (@lookonchain) January 11, 2026
Small Losses Fund Rare Explosive Wins
Most individual bets ended in total loss.
The trader’s history shows dozens of positions dropping to zero value. This wasn’t a flaw in execution but a feature of the design. The approach accepted frequent small failures to capture infrequent massive successes.
Position sizing kept losses manageable while wins compounded dramatically.
According to Lookonchain, sb911 focused on events with clear resolution rules and repeating patterns.
The markets resolved based on verifiable tweet counts rather than subjective outcomes. This eliminated ambiguity and allowed probability modeling. The trader wasn’t guessing which specific range would hit. The question became whether realistic scenarios could be covered at favorable prices.
The 25 percent win rate masked the actual profitability mechanism. Expected value calculations drove decision making rather than win frequency.
Shares purchased for pennies occasionally exploded in value when ranges hit. One successful outcome funded dozens of failed attempts. This math works when upside multiples dwarf the frequency of wins.
Traditional prediction accuracy metrics don’t capture this type of trading.
Win rates measure correctness but ignore position sizing and payout ratios. A portfolio can lose money with 75 percent accuracy if losses outweigh gains.
Conversely, 25 percent accuracy becomes profitable when winners return 50x or 100x their cost. The sb911 case demonstrates trading probability distributions across correlated markets rather than isolated predictions.
The post How One Polymarket User Turned Losing Bets Into $106K Monthly Profit appeared first on Blockonomi.
Polymarket trader sb911 earned $106K in one month with only 25.51% winning predictions.
Strategy focused on buying multiple Elon Musk tweet ranges at 1 to 10 cents per share.
One winning trade turned $1,100 into $79,000 for over 6,600% return on investment.
Approach relied on asymmetric payoffs where small losses fund rare explosive wins.
A Polymarket trader has generated over $106,000 in profit during the past month despite winning only one in four predictions.
The counterintuitive performance has sparked discussion about probability trading versus traditional speculation.
Trader sb911 completed 294 predictions with just 75 wins, yet walked away with substantial returns. The strategy relied on asymmetric payoffs rather than prediction accuracy.
Betting on Predictable Behavior Patterns
The core of sb911’s approach centered on weekly markets asking how many times Elon Musk would post on X.
Data from Lookonchain shows these markets appeared repeatedly with defined tweet ranges. Each week featured multiple options like 200 to 219 tweets, 220 to 239, and 240 to 259.
Musk’s posting habits remain statistically consistent over short periods. This consistency made the activity measurable rather than random.
The trader didn’t attempt to pinpoint exact outcomes.
Instead, sb911 purchased shares across several adjacent ranges in the same week. Polymarket structures each range as a separate betting market. However, tweet counts follow continuous probability distributions.
By covering multiple brackets simultaneously, the strategy captured most realistic outcomes. The method treated connected ranges as a single probability spectrum.
Entry prices played a critical role in the math.
Many winning positions cost just 1 cent, 3 cents, or 5 cents per share. Correct predictions settled at 100 cents per share. This created extreme upside with limited downside risk.
A $1,100 investment in one position returned roughly $79,000. That single trade represented a return over 6,600 percent.
How this Polymarket trader made $106K in 1 month
Low win rate.
Huge profits.
This isn't luck — it's probability.
1/ Let's break down how trader sb911 did it pic.twitter.com/41BaaBrg0n
— Lookonchain (@lookonchain) January 11, 2026
Small Losses Fund Rare Explosive Wins
Most individual bets ended in total loss.
The trader’s history shows dozens of positions dropping to zero value. This wasn’t a flaw in execution but a feature of the design. The approach accepted frequent small failures to capture infrequent massive successes.
Position sizing kept losses manageable while wins compounded dramatically.
According to Lookonchain, sb911 focused on events with clear resolution rules and repeating patterns.
The markets resolved based on verifiable tweet counts rather than subjective outcomes. This eliminated ambiguity and allowed probability modeling. The trader wasn’t guessing which specific range would hit. The question became whether realistic scenarios could be covered at favorable prices.
The 25 percent win rate masked the actual profitability mechanism. Expected value calculations drove decision making rather than win frequency.
Shares purchased for pennies occasionally exploded in value when ranges hit. One successful outcome funded dozens of failed attempts. This math works when upside multiples dwarf the frequency of wins.
Traditional prediction accuracy metrics don’t capture this type of trading.
Win rates measure correctness but ignore position sizing and payout ratios. A portfolio can lose money with 75 percent accuracy if losses outweigh gains.
Conversely, 25 percent accuracy becomes profitable when winners return 50x or 100x their cost. The sb911 case demonstrates trading probability distributions across correlated markets rather than isolated predictions.
The post How One Polymarket User Turned Losing Bets Into $106K Monthly Profit appeared first on Blockonomi.
Dubai Updates Crypto Rules: No Privacy Tokens, New Stablecoin Standards
TLDR
The DFSA has banned all privacy tokens from use within the Dubai International Financial Centre.
The new rules prohibit mixers, tumblers, and tools that obscure crypto transaction data.
Licensed firms must now assess and approve the crypto tokens they offer, replacing DFSA’s approval list.
Stablecoins are now limited to fiat-backed tokens with high-quality, liquid reserves for stress redemption.
Algorithmic stablecoins like Ethena are excluded from Dubai’s stablecoin definition but are not banned.
Dubai has enforced new crypto regulations that ban privacy tokens within its financial free zone, the DIFC. The Dubai Financial Services Authority (DFSA) also shifted the responsibility for token approvals to licensed firms. The rules introduce stricter guidelines around stablecoins and prohibit privacy-enhancing tools such as mixers and tumblers.
Privacy Tokens Face Full Restriction in the DIFC
The DFSA has prohibited the use, trading, promotion, or derivative activity involving privacy tokens in or from the DIFC. The ban covers assets that anonymize holders or transaction history, such as Monero (XMR) and Zcash (ZEC). This measure comes as part of compliance with Financial Action Task Force (FATF) standards.
Elizabeth Wallace, DFSA associate director, said the restrictions were essential for AML compliance, stating, “It’s nearly impossible to comply if trading privacy tokens.” The FATF requires firms to identify both the originator and the beneficiary of each transaction. Wallace explained that privacy tokens do not allow that traceability to take place.
She added that most anti-money laundering requirements cannot be satisfied when firms use tokens designed to hide user activity. The ban applies directly to licensed entities under the DFSA, targeting privacy coins and associated tools. These include mixers, tumblers, and obfuscation software used to conceal transaction data.
The updated rules now fully align the DFSA’s stance with international regulatory efforts against anonymous crypto activity. Unlike Dubai, Hong Kong permits privacy tokens under a high-bar licensing regime. The European Union is also enforcing measures through MiCA and an upcoming anti-anonymity regulation.
DFSA Revises Stablecoin Definition Under New Rules
The DFSA also changed how it categorizes stablecoins, now calling them Fiat Crypto Tokens under tightened criteria. These tokens must be backed by high-quality and liquid assets tied to fiat currency reserves. The new definition limits the category to those that can fulfill redemptions under stress conditions.
Wallace said algorithmic stablecoins, such as Ethena, do not meet these requirements under the revised rules. “In our regime, Ethena wouldn’t be considered a stablecoin,” she confirmed. The token would instead fall under general crypto assets without stablecoin classification. Wallace added that the focus is on ensuring redemption is possible and that reserves are transparent and liquid.
The rule targets redemption quality rather than outright banning algorithmic tokens, which are still allowed as long as firms disclose their risk. Dubai’s approach now mirrors global regulatory focus on asset-backed stablecoins and liquidity safeguards.
The post Dubai Updates Crypto Rules: No Privacy Tokens, New Stablecoin Standards appeared first on Blockonomi.
The DFSA has banned all privacy tokens from use within the Dubai International Financial Centre.
The new rules prohibit mixers, tumblers, and tools that obscure crypto transaction data.
Licensed firms must now assess and approve the crypto tokens they offer, replacing DFSA’s approval list.
Stablecoins are now limited to fiat-backed tokens with high-quality, liquid reserves for stress redemption.
Algorithmic stablecoins like Ethena are excluded from Dubai’s stablecoin definition but are not banned.
Dubai has enforced new crypto regulations that ban privacy tokens within its financial free zone, the DIFC. The Dubai Financial Services Authority (DFSA) also shifted the responsibility for token approvals to licensed firms. The rules introduce stricter guidelines around stablecoins and prohibit privacy-enhancing tools such as mixers and tumblers.
Privacy Tokens Face Full Restriction in the DIFC
The DFSA has prohibited the use, trading, promotion, or derivative activity involving privacy tokens in or from the DIFC. The ban covers assets that anonymize holders or transaction history, such as Monero (XMR) and Zcash (ZEC). This measure comes as part of compliance with Financial Action Task Force (FATF) standards.
Elizabeth Wallace, DFSA associate director, said the restrictions were essential for AML compliance, stating, “It’s nearly impossible to comply if trading privacy tokens.” The FATF requires firms to identify both the originator and the beneficiary of each transaction. Wallace explained that privacy tokens do not allow that traceability to take place.
She added that most anti-money laundering requirements cannot be satisfied when firms use tokens designed to hide user activity. The ban applies directly to licensed entities under the DFSA, targeting privacy coins and associated tools. These include mixers, tumblers, and obfuscation software used to conceal transaction data.
The updated rules now fully align the DFSA’s stance with international regulatory efforts against anonymous crypto activity. Unlike Dubai, Hong Kong permits privacy tokens under a high-bar licensing regime. The European Union is also enforcing measures through MiCA and an upcoming anti-anonymity regulation.
DFSA Revises Stablecoin Definition Under New Rules
The DFSA also changed how it categorizes stablecoins, now calling them Fiat Crypto Tokens under tightened criteria. These tokens must be backed by high-quality and liquid assets tied to fiat currency reserves. The new definition limits the category to those that can fulfill redemptions under stress conditions.
Wallace said algorithmic stablecoins, such as Ethena, do not meet these requirements under the revised rules. “In our regime, Ethena wouldn’t be considered a stablecoin,” she confirmed. The token would instead fall under general crypto assets without stablecoin classification. Wallace added that the focus is on ensuring redemption is possible and that reserves are transparent and liquid.
The rule targets redemption quality rather than outright banning algorithmic tokens, which are still allowed as long as firms disclose their risk. Dubai’s approach now mirrors global regulatory focus on asset-backed stablecoins and liquidity safeguards.
The post Dubai Updates Crypto Rules: No Privacy Tokens, New Stablecoin Standards appeared first on Blockonomi.
Powell Claims DOJ Subpoenas Target Fed Independence Over Interest Rate Policy
TLDR:
Powell received DOJ subpoenas threatening indictment over June Senate testimony on building renovations
Fed chair claims real issue is central bank setting rates based on economics, not White House preferences
Powell served four administrations and vows to continue duties despite unprecedented legal pressure
Subpoenas test whether Fed maintains evidence-based policy or succumbs to political intimidation
Federal Reserve Chair Jerome Powell announced that the Department of Justice issued grand jury subpoenas threatening criminal indictment over his June Senate testimony on building renovations.
Powell characterized the action as retaliation for the Fed’s independent interest rate decisions rather than genuine concerns about his congressional testimony.
The subpoenas mark an unprecedented escalation in tensions between the central bank and the current administration over monetary policy control.
DOJ Action Follows Senate Banking Committee Testimony
The Justice Department served the Federal Reserve with subpoenas related to Powell’s appearance before the Senate Banking Committee last June.
His testimony addressed a multi-year renovation project for historic Federal Reserve office buildings. Powell stated the Fed maintained transparency with Congress throughout the renovation process through testimony and public disclosures.
Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX pic.twitter.com/O4ecNaYaGH
— Federal Reserve (@federalreserve) January 12, 2026
“I have deep respect for the rule of law and for accountability in our democracy,” Powell said. He acknowledged no official, including the Federal Reserve chair, stands above legal scrutiny.
However, Powell framed the DOJ action within a pattern of administration pressure on the institution.
Powell dismissed the stated justifications for the subpoenas as pretexts. “This new threat is not about my testimony last June or about the renovation of the Federal Reserve buildings,” he explained.
The chair argued the criminal threat stems from the Fed setting interest rates based on economic assessments rather than presidential preferences.
Powell Commits to Continuing Senate-Confirmed Role
The Federal Reserve chair has served under four presidential administrations from both political parties. “In every case, I have carried out my duties without political fear or favor, focused solely on our mandate of price stability and maximum employment,” Powell stated. His focus has remained exclusively on the Fed’s dual mandate.
Powell described public service as sometimes requiring resilience against threats and intimidation. “This is about whether the Fed will be able to continue to set interest rates based on evidence and economic conditions,” he said.
The chair questioned whether monetary policy will follow data-driven analysis or political pressure.
Despite the unprecedented nature of the DOJ action, Powell pledged to continue his Senate-confirmed responsibilities. “I will continue to do the job the Senate confirmed me to do, with integrity and a commitment to serving the American people,” he stated.
The chair’s statement represents a direct public challenge to what he characterized as the administration’s attempts to influence monetary policy through legal threats.
The post Powell Claims DOJ Subpoenas Target Fed Independence Over Interest Rate Policy appeared first on Blockonomi.
Powell received DOJ subpoenas threatening indictment over June Senate testimony on building renovations
Fed chair claims real issue is central bank setting rates based on economics, not White House preferences
Powell served four administrations and vows to continue duties despite unprecedented legal pressure
Subpoenas test whether Fed maintains evidence-based policy or succumbs to political intimidation
Federal Reserve Chair Jerome Powell announced that the Department of Justice issued grand jury subpoenas threatening criminal indictment over his June Senate testimony on building renovations.
Powell characterized the action as retaliation for the Fed’s independent interest rate decisions rather than genuine concerns about his congressional testimony.
The subpoenas mark an unprecedented escalation in tensions between the central bank and the current administration over monetary policy control.
DOJ Action Follows Senate Banking Committee Testimony
The Justice Department served the Federal Reserve with subpoenas related to Powell’s appearance before the Senate Banking Committee last June.
His testimony addressed a multi-year renovation project for historic Federal Reserve office buildings. Powell stated the Fed maintained transparency with Congress throughout the renovation process through testimony and public disclosures.
Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX pic.twitter.com/O4ecNaYaGH
— Federal Reserve (@federalreserve) January 12, 2026
“I have deep respect for the rule of law and for accountability in our democracy,” Powell said. He acknowledged no official, including the Federal Reserve chair, stands above legal scrutiny.
However, Powell framed the DOJ action within a pattern of administration pressure on the institution.
Powell dismissed the stated justifications for the subpoenas as pretexts. “This new threat is not about my testimony last June or about the renovation of the Federal Reserve buildings,” he explained.
The chair argued the criminal threat stems from the Fed setting interest rates based on economic assessments rather than presidential preferences.
Powell Commits to Continuing Senate-Confirmed Role
The Federal Reserve chair has served under four presidential administrations from both political parties. “In every case, I have carried out my duties without political fear or favor, focused solely on our mandate of price stability and maximum employment,” Powell stated. His focus has remained exclusively on the Fed’s dual mandate.
Powell described public service as sometimes requiring resilience against threats and intimidation. “This is about whether the Fed will be able to continue to set interest rates based on evidence and economic conditions,” he said.
The chair questioned whether monetary policy will follow data-driven analysis or political pressure.
Despite the unprecedented nature of the DOJ action, Powell pledged to continue his Senate-confirmed responsibilities. “I will continue to do the job the Senate confirmed me to do, with integrity and a commitment to serving the American people,” he stated.
The chair’s statement represents a direct public challenge to what he characterized as the administration’s attempts to influence monetary policy through legal threats.
The post Powell Claims DOJ Subpoenas Target Fed Independence Over Interest Rate Policy appeared first on Blockonomi.
Coinbase Threatens to Abandon Crypto Bill Over Stablecoin Rewards Dispute
TLDR:
Coinbase may withdraw support if bill restricts stablecoin rewards beyond disclosure requirements
Banking industry opposes rewards claiming they drain deposits and threaten community lending power
Stablecoin revenue reached $1.3 billion for Coinbase in 2025, making rewards business-critical
Bipartisan support erodes as Senate markup approaches Thursday with passage odds below 70 percent
Coinbase threatens to pull support from a major US digital asset market-structure bill if lawmakers include restrictions beyond enhanced disclosure requirements on stablecoin rewards.
The largest US crypto exchange considers the rewards program essential to its business model. The bill is scheduled for Senate committee markup on Thursday, creating immediate pressure on legislators to resolve the dispute.
Banking Industry Opposition Drives Regulatory Tension
The controversy centers on provisions in the upcoming market-structure bill that could limit platform-based stablecoin rewards. According to a Bloomberg report published January 11, 2026, Coinbase may reconsider backing the legislation if restrictions exceed disclosure requirements.
The existing GENIUS Act already prohibits stablecoin issuers like Circle from paying interest directly to token holders.
However, third-party platforms such as Coinbase can currently offer rewards based on customer balances.
The banking sector has mounted fierce opposition to these rewards programs. The American Bankers Association argues that yield-bearing stablecoin accounts could drain deposits from traditional banks.
The trade group stated that displaced community bank lending would harm vulnerable groups. “If billions are displaced from community bank lending, small businesses, farmers, students, and home buyers in towns like ours will suffer,” the association wrote in a recent letter.
Banks also note that crypto platforms cannot offer FDIC-insured products despite aggressive advertising campaigns.
One option under consideration would restrict rewards to regulated financial institutions only. This approach has gained traction among banking advocates who view stablecoin rewards as unfair competition.
Coinbase has applied for a national trust charter that could eventually permit rewards under such rules. Yet crypto-native firms oppose this path, arguing it would eliminate platform-based rewards as a viable business model.
The dispute has eroded bipartisan support for the broader market-structure bill. Bloomberg Intelligence analyst Nathan Dean estimates markup lacking bipartisan backing could push passage odds below 70% for the first half of 2026.
The Trump administration wants swift legislative action, but senators face difficult choices on an issue with little room for compromise.
Revenue Stakes and Political Influence Shape Debate
Stablecoin rewards represent significant revenue for Coinbase. The exchange shares interest income from reserves backing Circle’s USDC stablecoin.
Coinbase currently offers 3.5% rewards on Coinbase One balances to encourage USDC holdings. Bloomberg data projects Coinbase’s total stablecoin revenue reached $1.3 billion in 2025.
Restrictions could reduce these earnings, particularly during bear markets when trading volumes decline.
Coinbase Chief Policy Officer Faryar Shirzad has defended rewards as crucial for US dollar dominance. Shirzad emphasized preserving rewards means lower costs and more choice for Americans.
Shirzad also highlighted that China recently announced plans to pay interest on its digital yuan. This competitive dynamic adds urgency to the policy debate as global digital currency competition intensifies.
The cryptocurrency industry wielded substantial political influence during the 2023-2024 election cycle as the largest corporate spender.
Coinbase CEO Brian Armstrong donated $1 million to Donald Trump’s presidential inauguration. The company also contributes to financing the president’s proposed White House ballroom.
This political capital strengthens Coinbase’s negotiating position with lawmakers as the bill moves through committee review.
Industry observers expect crypto firms will find workarounds if restrictions pass. Stripe President William Gaybrick offered perspective on potential industry responses. “There’s no world in which we won’t be able to reward consumers for taking actions within applications,” Gaybrick said in an interview last year.
Five crypto firms recently received conditional approvals for national trust bank charters from the Office of the Comptroller of the Currency. These approvals offer a potential compromise path, though banking groups opposed them vigorously.
The post Coinbase Threatens to Abandon Crypto Bill Over Stablecoin Rewards Dispute appeared first on Blockonomi.
Coinbase may withdraw support if bill restricts stablecoin rewards beyond disclosure requirements
Banking industry opposes rewards claiming they drain deposits and threaten community lending power
Stablecoin revenue reached $1.3 billion for Coinbase in 2025, making rewards business-critical
Bipartisan support erodes as Senate markup approaches Thursday with passage odds below 70 percent
Coinbase threatens to pull support from a major US digital asset market-structure bill if lawmakers include restrictions beyond enhanced disclosure requirements on stablecoin rewards.
The largest US crypto exchange considers the rewards program essential to its business model. The bill is scheduled for Senate committee markup on Thursday, creating immediate pressure on legislators to resolve the dispute.
Banking Industry Opposition Drives Regulatory Tension
The controversy centers on provisions in the upcoming market-structure bill that could limit platform-based stablecoin rewards. According to a Bloomberg report published January 11, 2026, Coinbase may reconsider backing the legislation if restrictions exceed disclosure requirements.
The existing GENIUS Act already prohibits stablecoin issuers like Circle from paying interest directly to token holders.
However, third-party platforms such as Coinbase can currently offer rewards based on customer balances.
The banking sector has mounted fierce opposition to these rewards programs. The American Bankers Association argues that yield-bearing stablecoin accounts could drain deposits from traditional banks.
The trade group stated that displaced community bank lending would harm vulnerable groups. “If billions are displaced from community bank lending, small businesses, farmers, students, and home buyers in towns like ours will suffer,” the association wrote in a recent letter.
Banks also note that crypto platforms cannot offer FDIC-insured products despite aggressive advertising campaigns.
One option under consideration would restrict rewards to regulated financial institutions only. This approach has gained traction among banking advocates who view stablecoin rewards as unfair competition.
Coinbase has applied for a national trust charter that could eventually permit rewards under such rules. Yet crypto-native firms oppose this path, arguing it would eliminate platform-based rewards as a viable business model.
The dispute has eroded bipartisan support for the broader market-structure bill. Bloomberg Intelligence analyst Nathan Dean estimates markup lacking bipartisan backing could push passage odds below 70% for the first half of 2026.
The Trump administration wants swift legislative action, but senators face difficult choices on an issue with little room for compromise.
Revenue Stakes and Political Influence Shape Debate
Stablecoin rewards represent significant revenue for Coinbase. The exchange shares interest income from reserves backing Circle’s USDC stablecoin.
Coinbase currently offers 3.5% rewards on Coinbase One balances to encourage USDC holdings. Bloomberg data projects Coinbase’s total stablecoin revenue reached $1.3 billion in 2025.
Restrictions could reduce these earnings, particularly during bear markets when trading volumes decline.
Coinbase Chief Policy Officer Faryar Shirzad has defended rewards as crucial for US dollar dominance. Shirzad emphasized preserving rewards means lower costs and more choice for Americans.
Shirzad also highlighted that China recently announced plans to pay interest on its digital yuan. This competitive dynamic adds urgency to the policy debate as global digital currency competition intensifies.
The cryptocurrency industry wielded substantial political influence during the 2023-2024 election cycle as the largest corporate spender.
Coinbase CEO Brian Armstrong donated $1 million to Donald Trump’s presidential inauguration. The company also contributes to financing the president’s proposed White House ballroom.
This political capital strengthens Coinbase’s negotiating position with lawmakers as the bill moves through committee review.
Industry observers expect crypto firms will find workarounds if restrictions pass. Stripe President William Gaybrick offered perspective on potential industry responses. “There’s no world in which we won’t be able to reward consumers for taking actions within applications,” Gaybrick said in an interview last year.
Five crypto firms recently received conditional approvals for national trust bank charters from the Office of the Comptroller of the Currency. These approvals offer a potential compromise path, though banking groups opposed them vigorously.
The post Coinbase Threatens to Abandon Crypto Bill Over Stablecoin Rewards Dispute appeared first on Blockonomi.
Bitcoin’s Leverage Hunt: Liquidation Events Drive Price Action as Derivatives Metrics Flash Warni...
TLDR:
Liquidation spikes align with sharp price reversals, revealing liquidity hunts rather than genuine trend strength
Rising Open Interest during choppy price action indicates dangerous leverage accumulation across markets
Rapid funding rate fluctuations between positive and negative territory expose unstable trader sentiment
Bollinger Bands show mean reversion patterns driven by leverage resets instead of sustained spot flows
The current behavior of the Bitcoin market reflects leverage-driven dynamics rather than organic spot demand, according to recent technical analysis.
The 1-hour chart setup reveals price movements shaped primarily by liquidation events across derivatives markets. Sharp wicks and rapid reversals continue to dominate trading patterns as overleveraged positions get flushed out.
This environment creates conditions where liquidity-driven trades become the primary driver of short-term direction, rather than genuine buyer or seller conviction.
Derivatives Metrics Paint a Volatile Picture
Liquidation spikes on both long and short positions align directly with sudden price reversals and extended wicks. These patterns typically emerge during liquidity hunts where compressed price action forces out overleveraged traders.
The moves do not indicate underlying trend strength but instead reveal stress building within derivatives markets. Traders caught on the wrong side face forced exits during these volatile periods.
Open interest continues rising during impulsive moves and stays elevated through subsequent pullbacks. This combination of high open interest with choppy price behavior points to leverage accumulation across the market.
Source: CryptoQuant
The buildup creates conditions ripe for sudden squeezes that can trigger moves in either direction. Market participants face increased risk when leverage concentrations reach extreme levels during range-bound trading.
Funding rates demonstrate rapid fluctuations between positive and negative territory throughout recent sessions.
These swings reflect how quickly trader sentiment shifts following major liquidation events. Recovery from deeply negative funding can provide support for short-term bounces.
However, persistently unstable funding often serves as a precursor to additional volatility rather than sustainable trend development.
Technical Indicators Confirm Leverage-Driven Dynamics
Bollinger Bands analysis shows price frequently mean-reverting toward the mid-band during recent trading sessions. Band expansion episodes coincide directly with liquidation-heavy price moves rather than sustained directional momentum.
The volatility appears manufactured through leverage resets instead of genuine spot market buying or selling pressure. This pattern reinforces the view that derivatives positioning drives current price discovery mechanisms.
Liquidation spikes warrant treatment as volatility warnings rather than direct entry signals for position building. Elevated open interest combined with stretched funding metrics increases squeeze risk across the board.
High-leverage strategies become especially dangerous when these conditions persist. Market participants should exercise caution when these warning signs appear simultaneously.
Healthier market conditions typically emerge when open interest begins cooling and funding stabilizes. These developments prove more constructive than scenarios where open interest rises during rebounds.
The current setup reflects a market where liquidity hunts drive short-term direction through leverage positioning. These metrics remain valuable for identifying risk zones but require confirmation from spot flows and higher-timeframe structure analysis.
The post Bitcoin’s Leverage Hunt: Liquidation Events Drive Price Action as Derivatives Metrics Flash Warning Signs appeared first on Blockonomi.
Liquidation spikes align with sharp price reversals, revealing liquidity hunts rather than genuine trend strength
Rising Open Interest during choppy price action indicates dangerous leverage accumulation across markets
Rapid funding rate fluctuations between positive and negative territory expose unstable trader sentiment
Bollinger Bands show mean reversion patterns driven by leverage resets instead of sustained spot flows
The current behavior of the Bitcoin market reflects leverage-driven dynamics rather than organic spot demand, according to recent technical analysis.
The 1-hour chart setup reveals price movements shaped primarily by liquidation events across derivatives markets. Sharp wicks and rapid reversals continue to dominate trading patterns as overleveraged positions get flushed out.
This environment creates conditions where liquidity-driven trades become the primary driver of short-term direction, rather than genuine buyer or seller conviction.
Derivatives Metrics Paint a Volatile Picture
Liquidation spikes on both long and short positions align directly with sudden price reversals and extended wicks. These patterns typically emerge during liquidity hunts where compressed price action forces out overleveraged traders.
The moves do not indicate underlying trend strength but instead reveal stress building within derivatives markets. Traders caught on the wrong side face forced exits during these volatile periods.
Open interest continues rising during impulsive moves and stays elevated through subsequent pullbacks. This combination of high open interest with choppy price behavior points to leverage accumulation across the market.
Source: CryptoQuant
The buildup creates conditions ripe for sudden squeezes that can trigger moves in either direction. Market participants face increased risk when leverage concentrations reach extreme levels during range-bound trading.
Funding rates demonstrate rapid fluctuations between positive and negative territory throughout recent sessions.
These swings reflect how quickly trader sentiment shifts following major liquidation events. Recovery from deeply negative funding can provide support for short-term bounces.
However, persistently unstable funding often serves as a precursor to additional volatility rather than sustainable trend development.
Technical Indicators Confirm Leverage-Driven Dynamics
Bollinger Bands analysis shows price frequently mean-reverting toward the mid-band during recent trading sessions. Band expansion episodes coincide directly with liquidation-heavy price moves rather than sustained directional momentum.
The volatility appears manufactured through leverage resets instead of genuine spot market buying or selling pressure. This pattern reinforces the view that derivatives positioning drives current price discovery mechanisms.
Liquidation spikes warrant treatment as volatility warnings rather than direct entry signals for position building. Elevated open interest combined with stretched funding metrics increases squeeze risk across the board.
High-leverage strategies become especially dangerous when these conditions persist. Market participants should exercise caution when these warning signs appear simultaneously.
Healthier market conditions typically emerge when open interest begins cooling and funding stabilizes. These developments prove more constructive than scenarios where open interest rises during rebounds.
The current setup reflects a market where liquidity hunts drive short-term direction through leverage positioning. These metrics remain valuable for identifying risk zones but require confirmation from spot flows and higher-timeframe structure analysis.
The post Bitcoin’s Leverage Hunt: Liquidation Events Drive Price Action as Derivatives Metrics Flash Warning Signs appeared first on Blockonomi.
Altcoin Bottom: Analyst Draws Parallels Between 2019 and Current Market Structure
TLDR:
Current altcoin market structure mirrors August 2019 setup with matching falling wedge patterns and macro conditions.
Quantitative tightening is ending in both periods, historically signaling liquidity expansion and altcoin outperformance.
Extreme bearish sentiment and capitulation narratives today parallel 2019 ICO bubble pessimism before the rally.
Quality project selection remains critical as liquidity expansion lifts sectors but not all tokens equally benefit.
Cryptocurrency markets are showing technical and macro patterns that mirror the setup preceding the 2019-2021 altcoin rally, according to recent market analysis.
The current environment features ending quantitative tightening, falling wedge formations, and extreme bearish sentiment among traders.
These conditions historically preceded significant liquidity-driven rallies in alternative cryptocurrencies.
However, market participants remain deeply skeptical about any potential recovery in the altcoin sector.
Macro Liquidity Patterns Show Historical Similarities
Analyst ParabolicXBT has identified striking similarities between August 2019 and December 2025 market conditions.
In August 2019, the Federal Reserve concluded its quantitative tightening program. Liquidity began flowing back into financial markets at that time.
A falling wedge pattern broke upward, leading to sustained altcoin outperformance through 2021.
THE ALTCOIN BOTTOM
Everyone's calling #Altcoins dead.
I'm calling this the most bullish macro setup since 2019.
Let me show you why.
August 2019:
– Fed ended QT
– Liquidity returned to markets
– Falling wedge broke to the upside
– Altcoins outperformed for 2 years straight… pic.twitter.com/5uHOOymFtw
— P A R A B O L I C (@ParabolicXBT) January 10, 2026
The current market shows remarkably similar characteristics, according to the analysis. Quantitative tightening is ending once again in late 2025.
The OTHERS Dominance metric has bounced from multi-year support levels. The same falling wedge structure appears on charts. These parallels suggest a potential liquidity inflection point approaching.
Central bank balance sheet expansion typically triggers capital movement down the risk curve. This flow pattern has historically benefited alternative cryptocurrencies.
The analyst believes this dynamic will repeat as monetary conditions shift. However, market participants remain unconvinced about altcoin prospects despite these technical signals.
Sentiment Indicators Point to Capitulation Phase
Current market narratives reflect extreme pessimism across multiple fronts. Traders claim altcoins will never experience another bull cycle. Concerns about excessive token dilution dominate discussions.
Venture capital selling pressure and memecoin competition feature prominently in bearish arguments. Additional skepticism surrounds the four-year cycle theory and Bitcoin-only investment theses.
These sentiment markers mirror conditions observed during the 2019 bottom formation. Market participants then declared ICO projects permanently dead. Bitcoin maximalism gained widespread acceptance as the only viable thesis.
Yet liquidity expansion drove altcoins higher for an extended period once conditions changed. The dilution narrative today parallels the ICO scam concerns from that earlier period.
The analyst acknowledges that not all projects will benefit from potential liquidity expansion. Quality project selection remains essential for outperformance in any market environment.
Token dilution concerns require careful evaluation when choosing positions. ParabolicXBT suggests current positioning opportunities exist while sentiment remains depressed.
Whether this pattern repeats depends largely on actual liquidity conditions materializing as expected through 2026.
The post Altcoin Bottom: Analyst Draws Parallels Between 2019 and Current Market Structure appeared first on Blockonomi.
Current altcoin market structure mirrors August 2019 setup with matching falling wedge patterns and macro conditions.
Quantitative tightening is ending in both periods, historically signaling liquidity expansion and altcoin outperformance.
Extreme bearish sentiment and capitulation narratives today parallel 2019 ICO bubble pessimism before the rally.
Quality project selection remains critical as liquidity expansion lifts sectors but not all tokens equally benefit.
Cryptocurrency markets are showing technical and macro patterns that mirror the setup preceding the 2019-2021 altcoin rally, according to recent market analysis.
The current environment features ending quantitative tightening, falling wedge formations, and extreme bearish sentiment among traders.
These conditions historically preceded significant liquidity-driven rallies in alternative cryptocurrencies.
However, market participants remain deeply skeptical about any potential recovery in the altcoin sector.
Macro Liquidity Patterns Show Historical Similarities
Analyst ParabolicXBT has identified striking similarities between August 2019 and December 2025 market conditions.
In August 2019, the Federal Reserve concluded its quantitative tightening program. Liquidity began flowing back into financial markets at that time.
A falling wedge pattern broke upward, leading to sustained altcoin outperformance through 2021.
THE ALTCOIN BOTTOM
Everyone's calling #Altcoins dead.
I'm calling this the most bullish macro setup since 2019.
Let me show you why.
August 2019:
– Fed ended QT
– Liquidity returned to markets
– Falling wedge broke to the upside
– Altcoins outperformed for 2 years straight… pic.twitter.com/5uHOOymFtw
— P A R A B O L I C (@ParabolicXBT) January 10, 2026
The current market shows remarkably similar characteristics, according to the analysis. Quantitative tightening is ending once again in late 2025.
The OTHERS Dominance metric has bounced from multi-year support levels. The same falling wedge structure appears on charts. These parallels suggest a potential liquidity inflection point approaching.
Central bank balance sheet expansion typically triggers capital movement down the risk curve. This flow pattern has historically benefited alternative cryptocurrencies.
The analyst believes this dynamic will repeat as monetary conditions shift. However, market participants remain unconvinced about altcoin prospects despite these technical signals.
Sentiment Indicators Point to Capitulation Phase
Current market narratives reflect extreme pessimism across multiple fronts. Traders claim altcoins will never experience another bull cycle. Concerns about excessive token dilution dominate discussions.
Venture capital selling pressure and memecoin competition feature prominently in bearish arguments. Additional skepticism surrounds the four-year cycle theory and Bitcoin-only investment theses.
These sentiment markers mirror conditions observed during the 2019 bottom formation. Market participants then declared ICO projects permanently dead. Bitcoin maximalism gained widespread acceptance as the only viable thesis.
Yet liquidity expansion drove altcoins higher for an extended period once conditions changed. The dilution narrative today parallels the ICO scam concerns from that earlier period.
The analyst acknowledges that not all projects will benefit from potential liquidity expansion. Quality project selection remains essential for outperformance in any market environment.
Token dilution concerns require careful evaluation when choosing positions. ParabolicXBT suggests current positioning opportunities exist while sentiment remains depressed.
Whether this pattern repeats depends largely on actual liquidity conditions materializing as expected through 2026.
The post Altcoin Bottom: Analyst Draws Parallels Between 2019 and Current Market Structure appeared first on Blockonomi.
Binance Smart Chain Revenue Hits All-Time High Amid Surge in Network Activity
TLDR:
BSC daily revenue reached $1.3M on January 8, breaking the previous record of $1.27M set on November 30
Fee revenue indicates genuine network usage as users pay more to execute transactions across protocols
A revenue spike suggests large-scale accumulation patterns emerging among institutional participants
Increased trading and transfer activity demonstrates growing adoption of Binance-based DeFi protocols
Binance Smart Chain recorded its highest daily revenue in recent months, reaching $1.3 million on January 8. The milestone surpassed the previous peak of $1.27 million set on November 30.
This development signals increased network usage and transaction volume across BSC protocols. The fee revenue metric provides direct insight into blockchain activity patterns.
BSC Revenue Metrics Show Network Growth
Blockchain fee revenue serves as a reliable indicator of genuine user engagement across decentralized networks.
Users pay these fees to execute transactions, trade assets, and interact with protocols. The revenue directly reflects network demand and activity levels at any given time.
The latest data reveals a sharp increase in BSC’s daily revenue generation. According to blockchain analytics tracking all protocols on the network, the January 8 figure represents the highest point in several months. This pattern emerged after weeks of relatively stable fee collection across the chain.
Source: Cryptoquant
Daily blockchain revenue metrics measure the total fees users pay across all protocols operating on a network.
For BSC, this includes decentralized exchanges, lending platforms, and various DeFi applications. Higher revenue typically correlates with increased trading volumes and on-chain transactions.
Increased Activity Points to Accumulation Patterns
The revenue spike coincides with heightened trading and transfer activity across Binance-based protocols. Network data shows users executing more transactions than in typical baseline periods.
This behavior often appears during phases of concentrated market interest and capital movement.
Fee revenue patterns can indicate institutional or whale accumulation phases. When large-scale investors begin positioning, transaction volumes naturally increase across the network.
The resulting fee pressure drives up total revenue collection. BSC’s current metrics align with these typical accumulation signatures.
Market participants watch blockchain revenue trends to gauge network health beyond price movements. The metric filters out speculative noise and focuses on actual usage.
For BSC, sustained revenue growth would confirm continued protocol adoption and user retention across its ecosystem.
The network’s fee structure makes it attractive for users seeking lower transaction costs compared to alternatives.
As activity increases, even modest per-transaction fees accumulate into substantial daily totals. The January 8 record demonstrates BSC’s capacity to handle elevated transaction loads while maintaining user engagement through competitive pricing.
The post Binance Smart Chain Revenue Hits All-Time High Amid Surge in Network Activity appeared first on Blockonomi.
BSC daily revenue reached $1.3M on January 8, breaking the previous record of $1.27M set on November 30
Fee revenue indicates genuine network usage as users pay more to execute transactions across protocols
A revenue spike suggests large-scale accumulation patterns emerging among institutional participants
Increased trading and transfer activity demonstrates growing adoption of Binance-based DeFi protocols
Binance Smart Chain recorded its highest daily revenue in recent months, reaching $1.3 million on January 8. The milestone surpassed the previous peak of $1.27 million set on November 30.
This development signals increased network usage and transaction volume across BSC protocols. The fee revenue metric provides direct insight into blockchain activity patterns.
BSC Revenue Metrics Show Network Growth
Blockchain fee revenue serves as a reliable indicator of genuine user engagement across decentralized networks.
Users pay these fees to execute transactions, trade assets, and interact with protocols. The revenue directly reflects network demand and activity levels at any given time.
The latest data reveals a sharp increase in BSC’s daily revenue generation. According to blockchain analytics tracking all protocols on the network, the January 8 figure represents the highest point in several months. This pattern emerged after weeks of relatively stable fee collection across the chain.
Source: Cryptoquant
Daily blockchain revenue metrics measure the total fees users pay across all protocols operating on a network.
For BSC, this includes decentralized exchanges, lending platforms, and various DeFi applications. Higher revenue typically correlates with increased trading volumes and on-chain transactions.
Increased Activity Points to Accumulation Patterns
The revenue spike coincides with heightened trading and transfer activity across Binance-based protocols. Network data shows users executing more transactions than in typical baseline periods.
This behavior often appears during phases of concentrated market interest and capital movement.
Fee revenue patterns can indicate institutional or whale accumulation phases. When large-scale investors begin positioning, transaction volumes naturally increase across the network.
The resulting fee pressure drives up total revenue collection. BSC’s current metrics align with these typical accumulation signatures.
Market participants watch blockchain revenue trends to gauge network health beyond price movements. The metric filters out speculative noise and focuses on actual usage.
For BSC, sustained revenue growth would confirm continued protocol adoption and user retention across its ecosystem.
The network’s fee structure makes it attractive for users seeking lower transaction costs compared to alternatives.
As activity increases, even modest per-transaction fees accumulate into substantial daily totals. The January 8 record demonstrates BSC’s capacity to handle elevated transaction loads while maintaining user engagement through competitive pricing.
The post Binance Smart Chain Revenue Hits All-Time High Amid Surge in Network Activity appeared first on Blockonomi.
Russell 2000 Surpasses 2600 for First Time as Market Analysts Eye Crypto Recovery
TLDR:
Russell 2000 Index surpassed 2600 for the first time, marking a potential shift in risk appetite.
Federal Reserve T-bill purchases and $200B mortgage bond orders are injecting liquidity into markets.
Cryptocurrency markets have declined for three months following October leverage flush and confidence drop.
CLARITY Act implementation in Q1 2026 aims to reduce manipulation and attract institutional investors.
The Russell 2000 Index has crossed the 2600 mark for the first time in its history, according to market analysts tracking liquidity trends.
This development in small-cap equities comes as multiple liquidity-injection measures take effect across financial markets.
The milestone has prompted discussions about potential spillover effects into cryptocurrency markets, which have experienced a three-month decline following October’s market correction.
Liquidity Measures Drive Small-Cap Performance
The Federal Reserve has begun purchasing Treasury bills, adding liquidity directly into the financial system.
This action represents one of several concurrent measures that market observers believe are contributing to the Russell 2000’s performance.
The Treasury continues releasing funds from the Treasury General Account, providing additional capital flow into markets.
The administration has ordered $200 billion in mortgage bond purchases, targeting liquidity injection through the housing sector.
Tax policy discussions include proposed cuts and refund programs that could increase household disposable income.
Additionally, talks of tariff dividends suggest potential direct cash distributions to American households in the coming months.
Bull Theory announced the development on social media, stating: “Russell 2000 Index has broken above 2600 for the first time ever. This is the biggest sign yet that liquidity is returning and risk appetite is back.”
The account explained that money typically flows from small-cap stocks to higher-risk assets before eventually reaching cryptocurrency markets.
BREAKING: Russell 2000 Index has broken above 2600 for the first time ever.
This is the biggest sign yet that liquidity is returning and risk appetite is back.
The Russell 2000 tracks small-cap US companies. These are the highest-risk part of traditional markets. They only… pic.twitter.com/McLZVpemH4
— Bull Theory (@BullTheoryio) January 11, 2026
This pattern has historically preceded significant moves in digital asset prices during previous market cycles.
Cryptocurrency Market Positioning and Regulatory Outlook
The cryptocurrency sector has faced downward pressure for three consecutive months. An October 10th market event eliminated significant leverage positions and reduced trader confidence across exchanges.
Order books have thinned as trading activity declined, with many retail participants exiting positions during the downturn.
Bull Theory noted the connection between traditional markets and digital assets, observing: “Historically, whenever the Russell 2000 entered a strong uptrend, ETH and altcoins followed in the months after.”
The analysis points to capital rotation patterns where investors move from lower-risk to progressively higher-risk assets.
The Russell 2000 tracks small-cap US companies, representing the highest-risk segment of traditional equity markets.
The first quarter of 2026 will see the CLARITY Act take effect, introducing new regulatory frameworks for digital assets.
This legislation aims to reduce market manipulation and establish clearer guidelines for institutional participation. Industry observers anticipate these changes could attract more traditional financial institutions to cryptocurrency trading.
Binance’s former CEO has referenced the possibility of an extended growth period in digital assets, aligning with observations about improving market structure and returning risk appetite among investors.
The post Russell 2000 Surpasses 2600 for First Time as Market Analysts Eye Crypto Recovery appeared first on Blockonomi.
Russell 2000 Index surpassed 2600 for the first time, marking a potential shift in risk appetite.
Federal Reserve T-bill purchases and $200B mortgage bond orders are injecting liquidity into markets.
Cryptocurrency markets have declined for three months following October leverage flush and confidence drop.
CLARITY Act implementation in Q1 2026 aims to reduce manipulation and attract institutional investors.
The Russell 2000 Index has crossed the 2600 mark for the first time in its history, according to market analysts tracking liquidity trends.
This development in small-cap equities comes as multiple liquidity-injection measures take effect across financial markets.
The milestone has prompted discussions about potential spillover effects into cryptocurrency markets, which have experienced a three-month decline following October’s market correction.
Liquidity Measures Drive Small-Cap Performance
The Federal Reserve has begun purchasing Treasury bills, adding liquidity directly into the financial system.
This action represents one of several concurrent measures that market observers believe are contributing to the Russell 2000’s performance.
The Treasury continues releasing funds from the Treasury General Account, providing additional capital flow into markets.
The administration has ordered $200 billion in mortgage bond purchases, targeting liquidity injection through the housing sector.
Tax policy discussions include proposed cuts and refund programs that could increase household disposable income.
Additionally, talks of tariff dividends suggest potential direct cash distributions to American households in the coming months.
Bull Theory announced the development on social media, stating: “Russell 2000 Index has broken above 2600 for the first time ever. This is the biggest sign yet that liquidity is returning and risk appetite is back.”
The account explained that money typically flows from small-cap stocks to higher-risk assets before eventually reaching cryptocurrency markets.
BREAKING: Russell 2000 Index has broken above 2600 for the first time ever.
This is the biggest sign yet that liquidity is returning and risk appetite is back.
The Russell 2000 tracks small-cap US companies. These are the highest-risk part of traditional markets. They only… pic.twitter.com/McLZVpemH4
— Bull Theory (@BullTheoryio) January 11, 2026
This pattern has historically preceded significant moves in digital asset prices during previous market cycles.
Cryptocurrency Market Positioning and Regulatory Outlook
The cryptocurrency sector has faced downward pressure for three consecutive months. An October 10th market event eliminated significant leverage positions and reduced trader confidence across exchanges.
Order books have thinned as trading activity declined, with many retail participants exiting positions during the downturn.
Bull Theory noted the connection between traditional markets and digital assets, observing: “Historically, whenever the Russell 2000 entered a strong uptrend, ETH and altcoins followed in the months after.”
The analysis points to capital rotation patterns where investors move from lower-risk to progressively higher-risk assets.
The Russell 2000 tracks small-cap US companies, representing the highest-risk segment of traditional equity markets.
The first quarter of 2026 will see the CLARITY Act take effect, introducing new regulatory frameworks for digital assets.
This legislation aims to reduce market manipulation and establish clearer guidelines for institutional participation. Industry observers anticipate these changes could attract more traditional financial institutions to cryptocurrency trading.
Binance’s former CEO has referenced the possibility of an extended growth period in digital assets, aligning with observations about improving market structure and returning risk appetite among investors.
The post Russell 2000 Surpasses 2600 for First Time as Market Analysts Eye Crypto Recovery appeared first on Blockonomi.
Vitalik Buterin Outlines Three Critical Problems Blocking Decentralized Stablecoin Progress
TLDR:
Oracle systems must resist capital capture, or protocols will face unsustainable extraction rates.
Staking yields create competition requiring solutions like reduced rates or new staking categories.
Long-term stablecoin resilience demands independence from USD price tracking and inflation risks.
Slashing risk includes both self-contradiction and inactivity leak scenarios during censorship attacks.
Ethereum co-founder Vitalik Buterin has outlined three fundamental obstacles preventing the development of better decentralized stablecoins.
The challenges include establishing a more appropriate reference index beyond the U.S. dollar, creating truly decentralized oracle systems resistant to capital capture, and resolving conflicts with staking yields.
These issues must be addressed to achieve long-term sustainability and independence from traditional financial systems.
Oracle Decentralization and Governance Concerns
Buterin emphasized the critical need for oracle systems that cannot be compromised by large capital pools. Without proper decentralization, protocols must ensure capture costs exceed token market capitalization.
This requirement forces value extraction above discount rates, ultimately harming users through higher costs.
The Ethereum founder connected this challenge to his ongoing criticism of financialized governance models.
He argued these systems lack defense-offense asymmetry, making high extraction levels necessary for stability. This fundamental weakness compromises the user experience and contradicts the principles of decentralized finance.
In a post on X, Buterin stated his continued support for decentralized autonomous organizations despite these challenges.
He views DAOs as essential for maintaining protocol integrity. The governance structure determines whether decentralized stablecoins can resist centralized control attempts.
We need better decentralized stablecoins. IMO three problems:
1. Ideally figure out an index to track that's better than USD price
2. Oracle design that's decentralized and is not capturable with a large pool of money
3. Solve the problem that staking yield is competition…
— vitalik.eth (@VitalikButerin) January 11, 2026
Staking Yield Competition and Potential Solutions
The competition from staking yields creates additional pressure on stablecoin economics. Buterin noted these results in suboptimal return rates of several percentage points annually.
The gap makes decentralized stablecoins less attractive compared to staking alternatives. Users naturally gravitate toward higher-yielding options when alternatives exist.
Buterin outlined three potential approaches to resolve the staking yield problem. The options include reducing staking yields to minimal hobby levels around 0.2 percent.
Another path involves creating new staking categories with comparable yields but reduced slashing risks.
The third approach explores making slashable staking compatible with collateral usage. Each solution presents distinct trade-offs for protocol designers.
The Ethereum co-founder cautioned that slashing risks involve both self-contradiction and inactivity leak scenarios.
The latter relates to 51 percent censorship attacks, which receive insufficient attention in current discussions. He also noted stablecoins cannot rely on fixed ETH collateral amounts during significant price movements.
Rebalancing mechanisms become essential when collateral values fluctuate significantly. Protocols might stop earning staking yields until corrective actions occur during extreme price movements.
Regarding reference indexes, Buterin suggested moving beyond U.S. dollar tracking for long-term resilience. While dollar pegging works in the short term, independence from this benchmark aligns with nation-state resilience goals.
Over extended timeframes, even moderate dollar inflation could undermine stablecoin stability. The industry must develop alternative reference points that provide genuine independence from traditional currency systems.
The post Vitalik Buterin Outlines Three Critical Problems Blocking Decentralized Stablecoin Progress appeared first on Blockonomi.
Oracle systems must resist capital capture, or protocols will face unsustainable extraction rates.
Staking yields create competition requiring solutions like reduced rates or new staking categories.
Long-term stablecoin resilience demands independence from USD price tracking and inflation risks.
Slashing risk includes both self-contradiction and inactivity leak scenarios during censorship attacks.
Ethereum co-founder Vitalik Buterin has outlined three fundamental obstacles preventing the development of better decentralized stablecoins.
The challenges include establishing a more appropriate reference index beyond the U.S. dollar, creating truly decentralized oracle systems resistant to capital capture, and resolving conflicts with staking yields.
These issues must be addressed to achieve long-term sustainability and independence from traditional financial systems.
Oracle Decentralization and Governance Concerns
Buterin emphasized the critical need for oracle systems that cannot be compromised by large capital pools. Without proper decentralization, protocols must ensure capture costs exceed token market capitalization.
This requirement forces value extraction above discount rates, ultimately harming users through higher costs.
The Ethereum founder connected this challenge to his ongoing criticism of financialized governance models.
He argued these systems lack defense-offense asymmetry, making high extraction levels necessary for stability. This fundamental weakness compromises the user experience and contradicts the principles of decentralized finance.
In a post on X, Buterin stated his continued support for decentralized autonomous organizations despite these challenges.
He views DAOs as essential for maintaining protocol integrity. The governance structure determines whether decentralized stablecoins can resist centralized control attempts.
We need better decentralized stablecoins. IMO three problems:
1. Ideally figure out an index to track that's better than USD price
2. Oracle design that's decentralized and is not capturable with a large pool of money
3. Solve the problem that staking yield is competition…
— vitalik.eth (@VitalikButerin) January 11, 2026
Staking Yield Competition and Potential Solutions
The competition from staking yields creates additional pressure on stablecoin economics. Buterin noted these results in suboptimal return rates of several percentage points annually.
The gap makes decentralized stablecoins less attractive compared to staking alternatives. Users naturally gravitate toward higher-yielding options when alternatives exist.
Buterin outlined three potential approaches to resolve the staking yield problem. The options include reducing staking yields to minimal hobby levels around 0.2 percent.
Another path involves creating new staking categories with comparable yields but reduced slashing risks.
The third approach explores making slashable staking compatible with collateral usage. Each solution presents distinct trade-offs for protocol designers.
The Ethereum co-founder cautioned that slashing risks involve both self-contradiction and inactivity leak scenarios.
The latter relates to 51 percent censorship attacks, which receive insufficient attention in current discussions. He also noted stablecoins cannot rely on fixed ETH collateral amounts during significant price movements.
Rebalancing mechanisms become essential when collateral values fluctuate significantly. Protocols might stop earning staking yields until corrective actions occur during extreme price movements.
Regarding reference indexes, Buterin suggested moving beyond U.S. dollar tracking for long-term resilience. While dollar pegging works in the short term, independence from this benchmark aligns with nation-state resilience goals.
Over extended timeframes, even moderate dollar inflation could undermine stablecoin stability. The industry must develop alternative reference points that provide genuine independence from traditional currency systems.
The post Vitalik Buterin Outlines Three Critical Problems Blocking Decentralized Stablecoin Progress appeared first on Blockonomi.
Ethereum Staking Surges as Analyst Warn of Overheated Crypto Market Conditions in Early 2026
TLDR:
Ethereum staking shows low exit queue and high entry queue, indicating strong validator confidence despite market uncertainty.
Bitcoin MVRV ratio suggests buying opportunities, but analysts recommend waiting for realized losses before confirmation.
ETF participants mirror retail investor behavior rather than bringing institutional discipline to cryptocurrency markets.
Sentiment metrics and network growth spikes historically precede corrections, warranting cautious approach to current rally.
Crypto markets entered 2026 with mixed signals as analysts examine staking data and sentiment metrics across major digital assets.
Brian Armstrong hosted Maxim, CEO of Santiment, on This Week in Crypto to discuss performance trends and psychological factors affecting market timing.
Their analysis covered top performers like XRP and Sweet while scrutinizing Bitcoin, Ethereum, and Solana fundamentals.
The conversation highlighted increasing Ethereum staking interest alongside warnings about overhyped market conditions.
Staking Queue Data Reveals Growing Ethereum Network Interest
Ethereum staking metrics show compelling changes with a notably low exit queue and high entry queue. This pattern suggests sustained confidence among validators despite broader market uncertainties.
Maxim emphasized the challenge of accurately timing market peaks and bottoms. “The difficulty in timing the market and the need to constantly analyze data” requires adapting to new information, he noted during the discussion.
The conversation addressed a significant Ethereum network growth spike requiring historical context. Maxim cautioned that similar spikes have previously preceded price corrections.
He expressed preference for Ethereum despite “anticipating a potential drop to the 2600-2800 range before a rise.”
Meanwhile, sentiment data indicates declining Ethereum interest, potentially signaling a bottom formation according to established patterns.
On-chain analysis of Bitcoin’s MVRV ratio suggests possible buying opportunities for patient investors. However, the analysts stressed “the importance of seeing realized losses before a rise can be justified.”
Retail versus whale activity remains a critical metric for understanding market dynamics. The conversation underscored how psychological factors often outweigh technical indicators when predicting short-term price movements.
Sentiment Analysis and ETF Flows Shape Market Psychology
Maxim highlighted how extreme sentiment data helps identify narrative traps using MicroStrategy as a case study.
He described it as “an example of a narrative trap where initial positive sentiment didn’t align with underlying facts.” This example reinforced the importance of basing investment decisions on current facts rather than momentum.
Both analysts agreed on “the importance of basing decisions on the current situation and being prepared to change one’s mind.”
Solana experienced a FOMO spike connected to ETF filing announcements, demonstrating how regulatory developments drive speculative behavior. ETF inflows for Bitcoin, Ethereum, and Solana revealed that institutional participants often mirror retail investor psychology.
The analysts observed that “ETF participants often behave like crypto retail investors,” challenging assumptions about institutional sophistication.
This pattern questions whether institutional money brings more rational decision-making to volatile assets.
The conversation examined meme coin metrics showing notable divergence from major cryptocurrency trends.
Additionally, Brian and Maxim discussed using “higher versus lower mentions to spot market tops” through social sentiment analysis. Zcash’s crash due to developer conflicts illustrated “the importance of tracking development activity and news.”
The episode concluded by advising caution given signs of market overhype and expectations for an evening-out period ahead.
The post Ethereum Staking Surges as Analyst Warn of Overheated Crypto Market Conditions in Early 2026 appeared first on Blockonomi.
Ethereum staking shows low exit queue and high entry queue, indicating strong validator confidence despite market uncertainty.
Bitcoin MVRV ratio suggests buying opportunities, but analysts recommend waiting for realized losses before confirmation.
ETF participants mirror retail investor behavior rather than bringing institutional discipline to cryptocurrency markets.
Sentiment metrics and network growth spikes historically precede corrections, warranting cautious approach to current rally.
Crypto markets entered 2026 with mixed signals as analysts examine staking data and sentiment metrics across major digital assets.
Brian Armstrong hosted Maxim, CEO of Santiment, on This Week in Crypto to discuss performance trends and psychological factors affecting market timing.
Their analysis covered top performers like XRP and Sweet while scrutinizing Bitcoin, Ethereum, and Solana fundamentals.
The conversation highlighted increasing Ethereum staking interest alongside warnings about overhyped market conditions.
Staking Queue Data Reveals Growing Ethereum Network Interest
Ethereum staking metrics show compelling changes with a notably low exit queue and high entry queue. This pattern suggests sustained confidence among validators despite broader market uncertainties.
Maxim emphasized the challenge of accurately timing market peaks and bottoms. “The difficulty in timing the market and the need to constantly analyze data” requires adapting to new information, he noted during the discussion.
The conversation addressed a significant Ethereum network growth spike requiring historical context. Maxim cautioned that similar spikes have previously preceded price corrections.
He expressed preference for Ethereum despite “anticipating a potential drop to the 2600-2800 range before a rise.”
Meanwhile, sentiment data indicates declining Ethereum interest, potentially signaling a bottom formation according to established patterns.
On-chain analysis of Bitcoin’s MVRV ratio suggests possible buying opportunities for patient investors. However, the analysts stressed “the importance of seeing realized losses before a rise can be justified.”
Retail versus whale activity remains a critical metric for understanding market dynamics. The conversation underscored how psychological factors often outweigh technical indicators when predicting short-term price movements.
Sentiment Analysis and ETF Flows Shape Market Psychology
Maxim highlighted how extreme sentiment data helps identify narrative traps using MicroStrategy as a case study.
He described it as “an example of a narrative trap where initial positive sentiment didn’t align with underlying facts.” This example reinforced the importance of basing investment decisions on current facts rather than momentum.
Both analysts agreed on “the importance of basing decisions on the current situation and being prepared to change one’s mind.”
Solana experienced a FOMO spike connected to ETF filing announcements, demonstrating how regulatory developments drive speculative behavior. ETF inflows for Bitcoin, Ethereum, and Solana revealed that institutional participants often mirror retail investor psychology.
The analysts observed that “ETF participants often behave like crypto retail investors,” challenging assumptions about institutional sophistication.
This pattern questions whether institutional money brings more rational decision-making to volatile assets.
The conversation examined meme coin metrics showing notable divergence from major cryptocurrency trends.
Additionally, Brian and Maxim discussed using “higher versus lower mentions to spot market tops” through social sentiment analysis. Zcash’s crash due to developer conflicts illustrated “the importance of tracking development activity and news.”
The episode concluded by advising caution given signs of market overhype and expectations for an evening-out period ahead.
The post Ethereum Staking Surges as Analyst Warn of Overheated Crypto Market Conditions in Early 2026 appeared first on Blockonomi.
Can We Get Paid in Crypto? Russians Bombard Social Fund with Digital Currency Questions
TLDR:
Russia’s Social Fund processed 37 million requests in 2025 with cryptocurrency pension queries emerging as top unusual appeal.
Operators explained all pension payments must be made in rubles while digital asset taxation falls under Federal Tax Service.
One caller set record with 1,000 annual calls introducing himself as different historical figures each time contacting hotline.
Contact center staff received 77,000 verbal thanks in 2024 despite handling unconventional requests beyond standard welfare queries.
Russians flooded the Social Fund’s contact center with cryptocurrency-related pension questions in 2025, making digital asset inquiries one of the most popular non-standard appeals.
Out of approximately 37 million total requests processed by the unified hotline, operators fielded an unusual surge of calls about receiving pensions in cryptocurrency and declaring mining income.
The phenomenon highlights growing public interest in digital currencies despite regulatory restrictions on such payments in the country’s social welfare system.
Cryptocurrency Pension Questions Surge Among Russian Citizens
The Social Fund’s Telegram channel disclosed that many callers specifically asked whether pension payments could be issued in cryptocurrency. Russians also questioned if their mining income would affect social benefit calculations.
“Experts politely explained that all payments from the SFR are made exclusively in rubles, and the taxation of digital assets is within the competence of the Federal Tax Service,” the foundation stated.
The separation of responsibilities between government agencies left some callers seeking additional guidance on cryptocurrency matters.
Digital asset taxation remains outside the Social Fund’s jurisdiction, requiring citizens to contact the Federal Tax Service separately.
This regulatory division reflected the complex landscape surrounding cryptocurrency recognition in Russia’s administrative structure.
The volume of cryptocurrency-related inquiries stood out among other non-standard appeals received throughout the year.
While the Social Fund handles traditional welfare questions daily, the persistent interest in crypto payments demonstrated evolving financial expectations among pensioners.
Operators noted the questions came from diverse age groups and geographic locations across Russia.
Hotline Staff Navigate Unusual Requests Beyond Crypto Questions
Beyond digital currency matters, the contact center documented approximately 100 calls from people identifying as Santa Claus and the Snow Maiden.
These holiday-themed callers typically requested information about additional January payments as festive gifts.
The appeals clustered around the New Year period when Russians traditionally celebrate with special bonuses.
“The absolute record holder was one citizen who made about 1,000 calls during the year, each time introducing himself as a new well-known character,” the foundation revealed.
Other unusual requests included assistance finding a forgotten musician’s name used as a password and inquiries about pension bonuses for spouses with difficult temperaments. One pensioner even asked the fund to provide him with a cat.
“Operators also recorded isolated appeals related to quadrobers, anime and demons,” the foundation added.
Despite handling these extraordinary situations, operators maintained professional service standards that earned widespread public recognition.
Citizens expressed 77,000 verbal thanks directly during conversations in 2024 alone, reflecting satisfaction with how staff managed both routine benefit questions and unexpected cryptocurrency payment inquiries.
The post Can We Get Paid in Crypto? Russians Bombard Social Fund with Digital Currency Questions appeared first on Blockonomi.
Russia’s Social Fund processed 37 million requests in 2025 with cryptocurrency pension queries emerging as top unusual appeal.
Operators explained all pension payments must be made in rubles while digital asset taxation falls under Federal Tax Service.
One caller set record with 1,000 annual calls introducing himself as different historical figures each time contacting hotline.
Contact center staff received 77,000 verbal thanks in 2024 despite handling unconventional requests beyond standard welfare queries.
Russians flooded the Social Fund’s contact center with cryptocurrency-related pension questions in 2025, making digital asset inquiries one of the most popular non-standard appeals.
Out of approximately 37 million total requests processed by the unified hotline, operators fielded an unusual surge of calls about receiving pensions in cryptocurrency and declaring mining income.
The phenomenon highlights growing public interest in digital currencies despite regulatory restrictions on such payments in the country’s social welfare system.
Cryptocurrency Pension Questions Surge Among Russian Citizens
The Social Fund’s Telegram channel disclosed that many callers specifically asked whether pension payments could be issued in cryptocurrency. Russians also questioned if their mining income would affect social benefit calculations.
“Experts politely explained that all payments from the SFR are made exclusively in rubles, and the taxation of digital assets is within the competence of the Federal Tax Service,” the foundation stated.
The separation of responsibilities between government agencies left some callers seeking additional guidance on cryptocurrency matters.
Digital asset taxation remains outside the Social Fund’s jurisdiction, requiring citizens to contact the Federal Tax Service separately.
This regulatory division reflected the complex landscape surrounding cryptocurrency recognition in Russia’s administrative structure.
The volume of cryptocurrency-related inquiries stood out among other non-standard appeals received throughout the year.
While the Social Fund handles traditional welfare questions daily, the persistent interest in crypto payments demonstrated evolving financial expectations among pensioners.
Operators noted the questions came from diverse age groups and geographic locations across Russia.
Hotline Staff Navigate Unusual Requests Beyond Crypto Questions
Beyond digital currency matters, the contact center documented approximately 100 calls from people identifying as Santa Claus and the Snow Maiden.
These holiday-themed callers typically requested information about additional January payments as festive gifts.
The appeals clustered around the New Year period when Russians traditionally celebrate with special bonuses.
“The absolute record holder was one citizen who made about 1,000 calls during the year, each time introducing himself as a new well-known character,” the foundation revealed.
Other unusual requests included assistance finding a forgotten musician’s name used as a password and inquiries about pension bonuses for spouses with difficult temperaments. One pensioner even asked the fund to provide him with a cat.
“Operators also recorded isolated appeals related to quadrobers, anime and demons,” the foundation added.
Despite handling these extraordinary situations, operators maintained professional service standards that earned widespread public recognition.
Citizens expressed 77,000 verbal thanks directly during conversations in 2024 alone, reflecting satisfaction with how staff managed both routine benefit questions and unexpected cryptocurrency payment inquiries.
The post Can We Get Paid in Crypto? Russians Bombard Social Fund with Digital Currency Questions appeared first on Blockonomi.
Bitmine Stakes $3.33B in ETH as Ethereum Unstaking Queue Drops to Zero for First Time
TLDR:
Bitmine staked 1,080,512 ETH worth $3.33 billion as Ethereum’s unstaking queue reached zero balance.
Zero unstaking queue allows immediate validator activation without delays that previously lasted days.
The company expects $92-95 million annually from staking at Ethereum’s 2.8-3% current yield rates.
Over 35 million ETH staked network-wide as validator exits stabilize following volatile market periods.
Bitmine has staked 1,080,512 ETH valued at $3.33 billion while Ethereum’s unstaking queue hits zero for the first time.
The publicly traded company, led by Wall Street veteran Tom Lee, deposited another 86,400 ETH worth approximately $266.3 million in its latest transaction.
This institutional move coincides with favorable network conditions showing no validator exit delays.
The firm completed this massive accumulation within three weeks, transitioning from Bitcoin mining to Ethereum treasury operations.
Strategic Timing with Network Conditions
The company operates under NYSE American ticker BMNR and executed deposits during optimal staking conditions.
Ethereum’s unstaking queue reaching zero indicates balanced validator activity across the network. This metric suggests equal or greater entrance activity compared to exit requests from current validators.
Bitmine’s timing allows immediate validator activation without waiting periods that previously extended several days.
According to Lookonchain data, the firm maintains a consistent accumulation pattern throughout recent weeks. Tom Lee’s company now ranks among the largest institutional Ethereum stakers in the ecosystem.
The zero unstaking queue reflects broader confidence as validators choose to maintain positions rather than exit.
Tom Lee(@fundstrat)'s #Bitmine staked another 86,400 $ETH($266.3M) 5 hours ago.
In total, #Bitmine has now staked 1,080,512 $ETH($3.33B).https://t.co/P684j5YQaG pic.twitter.com/TpEf32m6AF
— Lookonchain (@lookonchain) January 11, 2026
Network health indicators support long-term staking commitments from institutional participants like Bitmine.
The staking operations generate estimated annual returns between $92 million and $95 million at current yields. Ethereum offers staking rewards ranging from 2.8% to 3% based on total network participation rates.
Bitmine’s treasury extends beyond staked holdings to encompass 4.1 million ETH tokens in total. The company shifted from energy-intensive Bitcoin mining infrastructure to proof-of-stake Ethereum validation.
Validator Dynamics and Market Implications
Over 35 million ETH tokens remain staked across Ethereum’s consensus layer at present count. The zero unstaking queue marks a significant shift in validator behavior patterns observed throughout 2025.
Previous months saw extended exit queues as some validators withdrew during market volatility periods. Current conditions demonstrate stabilized sentiment among network participants maintaining validation duties.
Bitmine’s approach involves direct network participation through self-operated validator infrastructure rather than third-party services.
This structure provides complete control over validator keys and reward distribution mechanisms. The three-week timeline for staking over one million tokens demonstrates technical execution capability at institutional scale.
Another analyst highlighted the firm’s methodology: “Institutions don’t stake for headlines. They stake when they believe the network is the asset.”
The absence of unstaking delays creates favorable entry conditions for new institutional validators. Bitmine capitalizes on this environment through systematic deposit schedules into the Beacon Chain.
The company’s public listing offers transparency into corporate cryptocurrency treasury management strategies.
Annual yield projections provide predictable income streams while maintaining exposure to ETH price movements.
Network security strengthens proportionally with increased validator participation and staked capital commitment. The zero unstaking queue alongside rising total stake suggests growing institutional confidence in Ethereum’s infrastructure.
Bitmine’s allocation decisions reflect calculated assessment of risk-adjusted returns in proof-of-stake networks.
The firm’s consistent deposits indicate long-term conviction rather than short-term speculative positioning.
The post Bitmine Stakes $3.33B in ETH as Ethereum Unstaking Queue Drops to Zero for First Time appeared first on Blockonomi.
Bitmine staked 1,080,512 ETH worth $3.33 billion as Ethereum’s unstaking queue reached zero balance.
Zero unstaking queue allows immediate validator activation without delays that previously lasted days.
The company expects $92-95 million annually from staking at Ethereum’s 2.8-3% current yield rates.
Over 35 million ETH staked network-wide as validator exits stabilize following volatile market periods.
Bitmine has staked 1,080,512 ETH valued at $3.33 billion while Ethereum’s unstaking queue hits zero for the first time.
The publicly traded company, led by Wall Street veteran Tom Lee, deposited another 86,400 ETH worth approximately $266.3 million in its latest transaction.
This institutional move coincides with favorable network conditions showing no validator exit delays.
The firm completed this massive accumulation within three weeks, transitioning from Bitcoin mining to Ethereum treasury operations.
Strategic Timing with Network Conditions
The company operates under NYSE American ticker BMNR and executed deposits during optimal staking conditions.
Ethereum’s unstaking queue reaching zero indicates balanced validator activity across the network. This metric suggests equal or greater entrance activity compared to exit requests from current validators.
Bitmine’s timing allows immediate validator activation without waiting periods that previously extended several days.
According to Lookonchain data, the firm maintains a consistent accumulation pattern throughout recent weeks. Tom Lee’s company now ranks among the largest institutional Ethereum stakers in the ecosystem.
The zero unstaking queue reflects broader confidence as validators choose to maintain positions rather than exit.
Tom Lee(@fundstrat)'s #Bitmine staked another 86,400 $ETH($266.3M) 5 hours ago.
In total, #Bitmine has now staked 1,080,512 $ETH($3.33B).https://t.co/P684j5YQaG pic.twitter.com/TpEf32m6AF
— Lookonchain (@lookonchain) January 11, 2026
Network health indicators support long-term staking commitments from institutional participants like Bitmine.
The staking operations generate estimated annual returns between $92 million and $95 million at current yields. Ethereum offers staking rewards ranging from 2.8% to 3% based on total network participation rates.
Bitmine’s treasury extends beyond staked holdings to encompass 4.1 million ETH tokens in total. The company shifted from energy-intensive Bitcoin mining infrastructure to proof-of-stake Ethereum validation.
Validator Dynamics and Market Implications
Over 35 million ETH tokens remain staked across Ethereum’s consensus layer at present count. The zero unstaking queue marks a significant shift in validator behavior patterns observed throughout 2025.
Previous months saw extended exit queues as some validators withdrew during market volatility periods. Current conditions demonstrate stabilized sentiment among network participants maintaining validation duties.
Bitmine’s approach involves direct network participation through self-operated validator infrastructure rather than third-party services.
This structure provides complete control over validator keys and reward distribution mechanisms. The three-week timeline for staking over one million tokens demonstrates technical execution capability at institutional scale.
Another analyst highlighted the firm’s methodology: “Institutions don’t stake for headlines. They stake when they believe the network is the asset.”
The absence of unstaking delays creates favorable entry conditions for new institutional validators. Bitmine capitalizes on this environment through systematic deposit schedules into the Beacon Chain.
The company’s public listing offers transparency into corporate cryptocurrency treasury management strategies.
Annual yield projections provide predictable income streams while maintaining exposure to ETH price movements.
Network security strengthens proportionally with increased validator participation and staked capital commitment. The zero unstaking queue alongside rising total stake suggests growing institutional confidence in Ethereum’s infrastructure.
Bitmine’s allocation decisions reflect calculated assessment of risk-adjusted returns in proof-of-stake networks.
The firm’s consistent deposits indicate long-term conviction rather than short-term speculative positioning.
The post Bitmine Stakes $3.33B in ETH as Ethereum Unstaking Queue Drops to Zero for First Time appeared first on Blockonomi.
Pi Network Unveils Developer Library Reducing Payment Integration Time to 10 Minutes
TLDR:
New library combines Pi SDK and backend APIs into single setup, cutting integration time significantly.
Initial release supports JavaScript, React, Next.js, and Ruby on Rails development frameworks.
Streamlined payment integration allows developers to focus on product features rather than infrastructure.
Release aligns with Pi Network’s strategy to build utility-driven ecosystem for real-world adoption.
Pi Network has unveiled a new developer library designed to streamline payment integration for applications within its ecosystem.
The library combines the Pi SDK and backend APIs into a unified package, reducing setup time to less than ten minutes.
This release marks a strategic move to lower technical barriers for developers while expanding the network’s utility-driven ecosystem as 2026 begins.
Streamlined Integration Reduces Development Time
The newly released library addresses a critical bottleneck in Pi app development by consolidating multiple integration steps into a single process.
Developers previously needed to configure the Pi SDK and backend APIs separately, a process that consumed significant time and resources.
The unified approach now allows both frontend and backend integration through one streamlined setup.
Pi Network announced the release through its official channels, noting the library’s immediate compatibility with popular development stacks.
Frontend developers can implement payments using JavaScript or React frameworks. Backend support currently includes Next.js and Ruby on Rails, covering a substantial portion of modern web application architectures.
As the new year starts, it’s time to build! Pi Network has released a new developer library that enables Pi payments to be integrated into Pi apps in under ten minutes. The library combines the Pi SDK and backend APIs into a single setup, reducing integration time across common…
— Pi Network (@PiCoreTeam) January 9, 2026
The library’s documentation includes demo videos that walk developers through the implementation process.
The time savings generated by this tool enable developers to allocate more resources toward product refinement and feature development.
Rather than spending hours on payment infrastructure, teams can focus on creating practical applications that serve real user needs.
This shift aligns with the network’s emphasis on building a functional ecosystem where apps deliver tangible value beyond speculative interest.
Building a Utility-Driven Ecosystem for Real-World Adoption
Pi Network’s payment integration library supports a broader strategy centered on utility and practical application.
The network has consistently emphasized the importance of real-world use cases over purely transactional or speculative activities.
By reducing technical complexity, the library encourages experimentation and rapid prototyping among developers who might otherwise hesitate to build on the platform.
The timing of this release reflects Pi Network’s focus on ecosystem maturation as it enters 2026. Payments represent a foundational element for applications with genuine utility, and accessibility to this functionality directly impacts the pace of ecosystem growth.
The library lowers the entry threshold for developers seeking to test concepts or launch minimum viable products using Pi.
The initial release targets commonly used technology stacks, ensuring immediate relevance for existing development teams.
This practical approach suggests future iterations may expand support to additional frameworks based on community feedback and adoption patterns.
The network’s call for continued development activity indicates ongoing commitment to building infrastructure that supports long-term ecosystem sustainability and practical application deployment.
The post Pi Network Unveils Developer Library Reducing Payment Integration Time to 10 Minutes appeared first on Blockonomi.
New library combines Pi SDK and backend APIs into single setup, cutting integration time significantly.
Initial release supports JavaScript, React, Next.js, and Ruby on Rails development frameworks.
Streamlined payment integration allows developers to focus on product features rather than infrastructure.
Release aligns with Pi Network’s strategy to build utility-driven ecosystem for real-world adoption.
Pi Network has unveiled a new developer library designed to streamline payment integration for applications within its ecosystem.
The library combines the Pi SDK and backend APIs into a unified package, reducing setup time to less than ten minutes.
This release marks a strategic move to lower technical barriers for developers while expanding the network’s utility-driven ecosystem as 2026 begins.
Streamlined Integration Reduces Development Time
The newly released library addresses a critical bottleneck in Pi app development by consolidating multiple integration steps into a single process.
Developers previously needed to configure the Pi SDK and backend APIs separately, a process that consumed significant time and resources.
The unified approach now allows both frontend and backend integration through one streamlined setup.
Pi Network announced the release through its official channels, noting the library’s immediate compatibility with popular development stacks.
Frontend developers can implement payments using JavaScript or React frameworks. Backend support currently includes Next.js and Ruby on Rails, covering a substantial portion of modern web application architectures.
As the new year starts, it’s time to build! Pi Network has released a new developer library that enables Pi payments to be integrated into Pi apps in under ten minutes. The library combines the Pi SDK and backend APIs into a single setup, reducing integration time across common…
— Pi Network (@PiCoreTeam) January 9, 2026
The library’s documentation includes demo videos that walk developers through the implementation process.
The time savings generated by this tool enable developers to allocate more resources toward product refinement and feature development.
Rather than spending hours on payment infrastructure, teams can focus on creating practical applications that serve real user needs.
This shift aligns with the network’s emphasis on building a functional ecosystem where apps deliver tangible value beyond speculative interest.
Building a Utility-Driven Ecosystem for Real-World Adoption
Pi Network’s payment integration library supports a broader strategy centered on utility and practical application.
The network has consistently emphasized the importance of real-world use cases over purely transactional or speculative activities.
By reducing technical complexity, the library encourages experimentation and rapid prototyping among developers who might otherwise hesitate to build on the platform.
The timing of this release reflects Pi Network’s focus on ecosystem maturation as it enters 2026. Payments represent a foundational element for applications with genuine utility, and accessibility to this functionality directly impacts the pace of ecosystem growth.
The library lowers the entry threshold for developers seeking to test concepts or launch minimum viable products using Pi.
The initial release targets commonly used technology stacks, ensuring immediate relevance for existing development teams.
This practical approach suggests future iterations may expand support to additional frameworks based on community feedback and adoption patterns.
The network’s call for continued development activity indicates ongoing commitment to building infrastructure that supports long-term ecosystem sustainability and practical application deployment.
The post Pi Network Unveils Developer Library Reducing Payment Integration Time to 10 Minutes appeared first on Blockonomi.
Bitcoin Weekly Chart Shows Bullish Divergence as Public Companies Surpass 923,000 BTC Holdings
TLDR:
Bitcoin’s weekly chart displays bullish divergence with price making higher lows while RSI trends lower toward 40s region.
Public companies now collectively hold over 923,000 BTC valued at approximately $86 billion in accelerating trend.
Technical pattern suggests stealth accumulation phase with momentum resetting rather than collapsing on weekly timeframe.
Institutional buying pressure combined with structural support creates supply-demand imbalance favoring upside continuation.
Bitcoin’s weekly chart is displaying a notable bullish divergence pattern that technical analysts view as significant for the asset’s near-term trajectory.
Meanwhile, public companies continue to expand their Bitcoin holdings, surpassing 923,000 BTC valued at approximately $86 billion.
The convergence of technical strength and institutional accumulation suggests market dynamics are shifting toward sustained upward momentum.
Technical Pattern Emerges on Weekly Timeframe
Price action on Bitcoin’s weekly chart continues to establish higher lows while maintaining respect for its rising trendline.
This behavior demonstrates that buyers are defending the market at progressively elevated levels. The structural support remains intact despite recent price corrections, indicating that selling pressure has been limited to temporary pullbacks rather than trend reversals.
The Relative Strength Index presents a contrasting picture, printing lower lows as it drifts toward the low-40s region.
According to technical analyst Bitcoinsensus, this divergence between price and momentum carries substantial weight given the higher timeframe involved.
Massive Bullish Divergence Printing on #Bitcoin on the Weekly
Price forming higher lows while the RSI goes lower.$BTC pic.twitter.com/Y3OkPRJCLS
— Bitcoinsensus (@Bitcoinsensus) January 10, 2026
The RSI appears to be resetting rather than collapsing, which historically has preceded powerful continuation moves during Bitcoin bull cycles.
This setup reflects what market observers characterize as stealth accumulation, where volatility contracts and momentum indicators soften while price refuses to break structural support.
The divergence forming on the weekly timeframe suggests potential for a multi-month expansion rather than short-term price movement. As long as Bitcoin maintains its pattern of higher lows, the technical structure favors trend continuation.
Corporate Bitcoin Holdings Accelerate Toward $86 Billion
Public companies now collectively hold over 923,000 Bitcoin worth approximately $86 billion, representing a rapid acceleration in corporate adoption.
CryptosRus highlighted this growing trend, noting that the number of institutions allocating to digital assets continues to increase.
The pace of accumulation reflects growing comfort among corporate treasuries with Bitcoin as a reserve asset.
PUBLIC COMPANIES NOW HOLD OVER 923,000 $BTC WORTH ~$86B
The number of public companies holding and accumulating crypto is accelerating rapidly. With increasing regulatory clarity and an upcoming market structure bill, this trend is only getting started.
We’re entering a… pic.twitter.com/BgrS1LuJgO
— CryptosRus (@CryptosR_Us) January 10, 2026
Regulatory clarity and upcoming market structure legislation are expected to further accelerate this institutional trend.
Large corporations and exchange-traded funds continue to add Bitcoin positions, creating sustained demand pressure. This institutional buying activity occurs alongside the technical patterns forming on higher timeframes.
The combination of corporate accumulation and technical strength creates a supply-demand dynamic that market participants view as constructive.
As institutional holdings grow, available supply for retail purchases diminishes. This structural shift represents a fundamental change in Bitcoin’s ownership distribution, with corporate entities now controlling nearly $86 billion worth of the asset.
The trend toward institutional ownership appears to be entering a new phase of adoption.
The post Bitcoin Weekly Chart Shows Bullish Divergence as Public Companies Surpass 923,000 BTC Holdings appeared first on Blockonomi.
Bitcoin’s weekly chart displays bullish divergence with price making higher lows while RSI trends lower toward 40s region.
Public companies now collectively hold over 923,000 BTC valued at approximately $86 billion in accelerating trend.
Technical pattern suggests stealth accumulation phase with momentum resetting rather than collapsing on weekly timeframe.
Institutional buying pressure combined with structural support creates supply-demand imbalance favoring upside continuation.
Bitcoin’s weekly chart is displaying a notable bullish divergence pattern that technical analysts view as significant for the asset’s near-term trajectory.
Meanwhile, public companies continue to expand their Bitcoin holdings, surpassing 923,000 BTC valued at approximately $86 billion.
The convergence of technical strength and institutional accumulation suggests market dynamics are shifting toward sustained upward momentum.
Technical Pattern Emerges on Weekly Timeframe
Price action on Bitcoin’s weekly chart continues to establish higher lows while maintaining respect for its rising trendline.
This behavior demonstrates that buyers are defending the market at progressively elevated levels. The structural support remains intact despite recent price corrections, indicating that selling pressure has been limited to temporary pullbacks rather than trend reversals.
The Relative Strength Index presents a contrasting picture, printing lower lows as it drifts toward the low-40s region.
According to technical analyst Bitcoinsensus, this divergence between price and momentum carries substantial weight given the higher timeframe involved.
Massive Bullish Divergence Printing on #Bitcoin on the Weekly
Price forming higher lows while the RSI goes lower.$BTC pic.twitter.com/Y3OkPRJCLS
— Bitcoinsensus (@Bitcoinsensus) January 10, 2026
The RSI appears to be resetting rather than collapsing, which historically has preceded powerful continuation moves during Bitcoin bull cycles.
This setup reflects what market observers characterize as stealth accumulation, where volatility contracts and momentum indicators soften while price refuses to break structural support.
The divergence forming on the weekly timeframe suggests potential for a multi-month expansion rather than short-term price movement. As long as Bitcoin maintains its pattern of higher lows, the technical structure favors trend continuation.
Corporate Bitcoin Holdings Accelerate Toward $86 Billion
Public companies now collectively hold over 923,000 Bitcoin worth approximately $86 billion, representing a rapid acceleration in corporate adoption.
CryptosRus highlighted this growing trend, noting that the number of institutions allocating to digital assets continues to increase.
The pace of accumulation reflects growing comfort among corporate treasuries with Bitcoin as a reserve asset.
PUBLIC COMPANIES NOW HOLD OVER 923,000 $BTC WORTH ~$86B
The number of public companies holding and accumulating crypto is accelerating rapidly. With increasing regulatory clarity and an upcoming market structure bill, this trend is only getting started.
We’re entering a… pic.twitter.com/BgrS1LuJgO
— CryptosRus (@CryptosR_Us) January 10, 2026
Regulatory clarity and upcoming market structure legislation are expected to further accelerate this institutional trend.
Large corporations and exchange-traded funds continue to add Bitcoin positions, creating sustained demand pressure. This institutional buying activity occurs alongside the technical patterns forming on higher timeframes.
The combination of corporate accumulation and technical strength creates a supply-demand dynamic that market participants view as constructive.
As institutional holdings grow, available supply for retail purchases diminishes. This structural shift represents a fundamental change in Bitcoin’s ownership distribution, with corporate entities now controlling nearly $86 billion worth of the asset.
The trend toward institutional ownership appears to be entering a new phase of adoption.
The post Bitcoin Weekly Chart Shows Bullish Divergence as Public Companies Surpass 923,000 BTC Holdings appeared first on Blockonomi.
Pump.fun Rolls Out Creator Fee Sharing Across Multiple Wallets and Ownership Transfer Tools
TLDR:
Creators can now distribute launch fees across up to ten different wallet addresses with custom percentages.
Unclaimed fees remain permanently available to recipients and cannot be seized by other parties or admins.
New CTO admins gain full control over fee allocations regardless of previous update authority revocations.
Ownership transfers allow complete coin control handoff through both mobile app and web platform interfaces.
Pump.fun has announced a major update to its platform, introducing creator fee sharing capabilities across multiple wallets.
The new features allow creators to distribute fees among up to ten different recipients while also enabling coin ownership transfers and the ability to revoke update authority.
These changes address longstanding concerns about transparency and trust within the platform’s creator ecosystem.
Enhanced Fee Distribution System Addresses Trust Issues
The platform identified critical gaps in its previous fee structure that prevented teams from efficiently managing revenue distribution. Creators previously faced significant challenges when attempting to direct fees toward specific individuals or addresses.
This limitation forced token holders to place trust in single administrators to handle fee distribution properly.
According to the announcement from Pump.fun’s official account, these restrictions often resulted in lost opportunities and damaged project narratives.
The new system allows creators and Community Takeover (CTO) admins to allocate precise fee percentages to team members through both mobile and web applications.
creators fees need a change – here’s the first of many to come in the near future:
introducing creator fee sharing
– share fees with up to 10 wallets
– transfer coin ownership
– revoke update authority
more updates coming soon pic.twitter.com/MMDErOERCt
— Pump.fun (@Pumpfun) January 9, 2026
Users can now configure distributions across up to ten different wallet addresses with specific percentage allocations for each recipient.
The platform processes claims automatically, triggering distribution to all designated recipients whenever any single member initiates a withdrawal.
Fee recipients maintain permanent claim rights under the new structure, ensuring unclaimed fees remain available indefinitely.
The system prevents any party from seizing unclaimed allocations, providing long-term security for all designated recipients.
This mechanism addresses previous concerns about fee accessibility and ensures team members can access their share regardless of timing.
Ownership Transfer and CTO Admin Controls
The update introduces comprehensive ownership transfer capabilities alongside the fee-sharing features. Creators can now transfer complete coin ownership to other parties directly through the platform interface.
Additionally, the system allows administrators to revoke update authority at any point, providing flexibility in project governance structures.
CTO requests operate under specific parameters once accepted by the original creator. New coin administrators receive full control over fee allocations and recipient management following successful ownership transfers.
These admins can modify existing fee structures, add or remove team members, and execute additional ownership transfers as needed.
The platform maintains these administrative privileges even after previous coin admins revoke update authority.
This design choice ensures new administrators can effectively manage projects without restrictions from prior governance decisions.
Pump.fun indicated this update represents the first of several planned improvements to creator tools and platform functionality.
The post Pump.fun Rolls Out Creator Fee Sharing Across Multiple Wallets and Ownership Transfer Tools appeared first on Blockonomi.
Creators can now distribute launch fees across up to ten different wallet addresses with custom percentages.
Unclaimed fees remain permanently available to recipients and cannot be seized by other parties or admins.
New CTO admins gain full control over fee allocations regardless of previous update authority revocations.
Ownership transfers allow complete coin control handoff through both mobile app and web platform interfaces.
Pump.fun has announced a major update to its platform, introducing creator fee sharing capabilities across multiple wallets.
The new features allow creators to distribute fees among up to ten different recipients while also enabling coin ownership transfers and the ability to revoke update authority.
These changes address longstanding concerns about transparency and trust within the platform’s creator ecosystem.
Enhanced Fee Distribution System Addresses Trust Issues
The platform identified critical gaps in its previous fee structure that prevented teams from efficiently managing revenue distribution. Creators previously faced significant challenges when attempting to direct fees toward specific individuals or addresses.
This limitation forced token holders to place trust in single administrators to handle fee distribution properly.
According to the announcement from Pump.fun’s official account, these restrictions often resulted in lost opportunities and damaged project narratives.
The new system allows creators and Community Takeover (CTO) admins to allocate precise fee percentages to team members through both mobile and web applications.
creators fees need a change – here’s the first of many to come in the near future:
introducing creator fee sharing
– share fees with up to 10 wallets
– transfer coin ownership
– revoke update authority
more updates coming soon pic.twitter.com/MMDErOERCt
— Pump.fun (@Pumpfun) January 9, 2026
Users can now configure distributions across up to ten different wallet addresses with specific percentage allocations for each recipient.
The platform processes claims automatically, triggering distribution to all designated recipients whenever any single member initiates a withdrawal.
Fee recipients maintain permanent claim rights under the new structure, ensuring unclaimed fees remain available indefinitely.
The system prevents any party from seizing unclaimed allocations, providing long-term security for all designated recipients.
This mechanism addresses previous concerns about fee accessibility and ensures team members can access their share regardless of timing.
Ownership Transfer and CTO Admin Controls
The update introduces comprehensive ownership transfer capabilities alongside the fee-sharing features. Creators can now transfer complete coin ownership to other parties directly through the platform interface.
Additionally, the system allows administrators to revoke update authority at any point, providing flexibility in project governance structures.
CTO requests operate under specific parameters once accepted by the original creator. New coin administrators receive full control over fee allocations and recipient management following successful ownership transfers.
These admins can modify existing fee structures, add or remove team members, and execute additional ownership transfers as needed.
The platform maintains these administrative privileges even after previous coin admins revoke update authority.
This design choice ensures new administrators can effectively manage projects without restrictions from prior governance decisions.
Pump.fun indicated this update represents the first of several planned improvements to creator tools and platform functionality.
The post Pump.fun Rolls Out Creator Fee Sharing Across Multiple Wallets and Ownership Transfer Tools appeared first on Blockonomi.
Bitcoin’s Power Law Trajectory Indicates Gold Parity Possible by Mid-2030s
TLDR:
Bitcoin’s gold market cap ratio has followed power law decay with 0.959 R² correlation across 15 years of data
The ratio compressed from 117,000 in 2012 to 24 in 2024, projecting continued decline toward parity by 2030s
Bitcoin’s supply remains fixed at 21 million coins regardless of price, creating unprecedented scarcity dynamics
Current $1.8 trillion market cap suggests 8-9x growth potential just to match gold’s $16 trillion valuation
Bitcoin’s market dynamics continue to challenge conventional investment frameworks as new analysis reveals a persistent mathematical relationship with gold spanning over 15 years.
The cryptocurrency’s market cap ratio against gold has followed a power law decay pattern with an R² correlation of 0.959 since 2010.
This structural trend suggests Bitcoin could reach parity with gold’s $16 trillion market cap within the next decade, representing an 8-9x increase from current levels.
Algorithmic Scarcity Separates Bitcoin from Traditional Assets
Bitcoin’s fundamental distinction lies in its mathematically enforced supply cap of 21 million coins. The issuance schedule halves every 210,000 blocks regardless of market conditions or external pressures. This mechanism operates without central bank intervention or political override capabilities.
Traditional assets respond differently to market forces. Fiat currencies expand supply during periods of economic stress.
Gold production increases when prices rise, creating a price-elastic supply response. Bitcoin maintains its predetermined schedule whether trading at $1,000 or $1,000,000.
This represents the first asset in history with a supply curve completely unresponsive to price signals. The innovation fundamentally changes how scarcity functions in financial markets. No emergency committee can alter the protocol’s emission rate.
The final bitcoin will be mined around 2140 following an unchangeable timeline. Each halving event reduces new supply while demand patterns evolve independently. This creates a unique dynamic absent from previous stores of value.
Market Cap Ratio Shows Consistent Compression Since 2010
Analysis shared by David on social media platform X demonstrates gold-to-bitcoin market cap ratios at each halving cycle.
The 2012 ratio stood at approximately 117,000 to one. By 2016, compression reduced this to around 2,200. The 2020 halving showed a ratio of 151.
The One Thing Most People Still Get Wrong About Bitcoin (and why it's the ultimate asymmetric bet)
Most people frame Bitcoin as either digital gold or a volatile gamble.
Both framings miss the point.
Bitcoin is the first asset in human history with algorithmically enforced…
— David (@david_eng_mba) January 10, 2026
Current data places the 2024 ratio at approximately 24. Projections based on historical trajectory suggest a ratio of seven by 2028. The pattern persists across multiple market cycles and geopolitical shifts.
Bitcoin currently trades around $90,000, down roughly 30% from recent highs near $126,000. Market observers often interpret volatility as risk.
However, the power law framework suggests measuring destination probability rather than path variance.
The relationship describes structural repricing rather than cyclical price movements. Gold’s market capitalization of $16 trillion provides a reference point.
Bitcoin’s current $1.8 trillion valuation leaves substantial room for compression continuation.
Asymmetric Risk Profile Emerges from Fixed Supply Dynamics
Portfolio allocation of 1-5% caps downside exposure to that percentage of total capital. Upside scenarios include sovereign reserve adoption, corporate treasury allocations, and ETF demand against fixed supply. Generational wealth transfers favor digital-native assets.
Continued monetary expansion makes hard assets relatively more attractive over time. El Salvador’s adoption as legal tender represents early sovereign-level integration.
Corporate treasury allocation among S&P 500 companies remains below 1% of balance sheets.
The investment thesis rests on provably finite supply meeting global liquidity needs. The asset settles 24/7 without counterparty risk or geographic restrictions. Each year without protocol failure or supply deviation strengthens the underlying proposition.
Market participants thinking in four-year cycles may undervalue decade-scale trends. The power law describes slow repricing of scarcity amid expanding monetary supply. Convex upside emerges from structural tailwinds still in early development phases.
The post Bitcoin’s Power Law Trajectory Indicates Gold Parity Possible by Mid-2030s appeared first on Blockonomi.
Bitcoin’s gold market cap ratio has followed power law decay with 0.959 R² correlation across 15 years of data
The ratio compressed from 117,000 in 2012 to 24 in 2024, projecting continued decline toward parity by 2030s
Bitcoin’s supply remains fixed at 21 million coins regardless of price, creating unprecedented scarcity dynamics
Current $1.8 trillion market cap suggests 8-9x growth potential just to match gold’s $16 trillion valuation
Bitcoin’s market dynamics continue to challenge conventional investment frameworks as new analysis reveals a persistent mathematical relationship with gold spanning over 15 years.
The cryptocurrency’s market cap ratio against gold has followed a power law decay pattern with an R² correlation of 0.959 since 2010.
This structural trend suggests Bitcoin could reach parity with gold’s $16 trillion market cap within the next decade, representing an 8-9x increase from current levels.
Algorithmic Scarcity Separates Bitcoin from Traditional Assets
Bitcoin’s fundamental distinction lies in its mathematically enforced supply cap of 21 million coins. The issuance schedule halves every 210,000 blocks regardless of market conditions or external pressures. This mechanism operates without central bank intervention or political override capabilities.
Traditional assets respond differently to market forces. Fiat currencies expand supply during periods of economic stress.
Gold production increases when prices rise, creating a price-elastic supply response. Bitcoin maintains its predetermined schedule whether trading at $1,000 or $1,000,000.
This represents the first asset in history with a supply curve completely unresponsive to price signals. The innovation fundamentally changes how scarcity functions in financial markets. No emergency committee can alter the protocol’s emission rate.
The final bitcoin will be mined around 2140 following an unchangeable timeline. Each halving event reduces new supply while demand patterns evolve independently. This creates a unique dynamic absent from previous stores of value.
Market Cap Ratio Shows Consistent Compression Since 2010
Analysis shared by David on social media platform X demonstrates gold-to-bitcoin market cap ratios at each halving cycle.
The 2012 ratio stood at approximately 117,000 to one. By 2016, compression reduced this to around 2,200. The 2020 halving showed a ratio of 151.
The One Thing Most People Still Get Wrong About Bitcoin (and why it's the ultimate asymmetric bet)
Most people frame Bitcoin as either digital gold or a volatile gamble.
Both framings miss the point.
Bitcoin is the first asset in human history with algorithmically enforced…
— David (@david_eng_mba) January 10, 2026
Current data places the 2024 ratio at approximately 24. Projections based on historical trajectory suggest a ratio of seven by 2028. The pattern persists across multiple market cycles and geopolitical shifts.
Bitcoin currently trades around $90,000, down roughly 30% from recent highs near $126,000. Market observers often interpret volatility as risk.
However, the power law framework suggests measuring destination probability rather than path variance.
The relationship describes structural repricing rather than cyclical price movements. Gold’s market capitalization of $16 trillion provides a reference point.
Bitcoin’s current $1.8 trillion valuation leaves substantial room for compression continuation.
Asymmetric Risk Profile Emerges from Fixed Supply Dynamics
Portfolio allocation of 1-5% caps downside exposure to that percentage of total capital. Upside scenarios include sovereign reserve adoption, corporate treasury allocations, and ETF demand against fixed supply. Generational wealth transfers favor digital-native assets.
Continued monetary expansion makes hard assets relatively more attractive over time. El Salvador’s adoption as legal tender represents early sovereign-level integration.
Corporate treasury allocation among S&P 500 companies remains below 1% of balance sheets.
The investment thesis rests on provably finite supply meeting global liquidity needs. The asset settles 24/7 without counterparty risk or geographic restrictions. Each year without protocol failure or supply deviation strengthens the underlying proposition.
Market participants thinking in four-year cycles may undervalue decade-scale trends. The power law describes slow repricing of scarcity amid expanding monetary supply. Convex upside emerges from structural tailwinds still in early development phases.
The post Bitcoin’s Power Law Trajectory Indicates Gold Parity Possible by Mid-2030s appeared first on Blockonomi.
Crypto Real Estate Purchases Surge in Europe as Wealthy Investors Embrace Digital Assets
TLDR:
Brighty has brokered over 100 cryptocurrency-based real estate deals in Europe valued between $500,000 and $2.5 million.
Global crypto millionaires surged 40% to 241,700 individuals, driving demand for hard asset portfolio diversification strategies.
Euro-backed stablecoin transaction sizes jumped from €15,785 in Q3 to €59,894 in Q4 as buyers avoid conversion costs.
Banks reject crypto transactions despite blockchain analytics tools providing transparent due diligence on fund sources.
Wealthy cryptocurrency investors are increasingly using digital assets to purchase property across Europe, according to recent industry data.
Lithuanian-licensed platform Brighty has facilitated over 100 real estate transactions for high-net-worth individuals in the past year.
These deals, valued between $500,000 and $2.5 million, primarily involve properties in the UK, France, Malta, Cyprus, and Andorra.
Growing Demand Among Crypto Millionaires
The surge in crypto-based property purchases reflects broader market trends within the digital asset space. Global crypto millionaires increased by 40% over 12 months, reaching 241,700 individuals in 2025.
Brighty currently serves between 100 and 150 wealthy clients, with an average monthly spending of approximately $50,000 per customer.
“We have between 100 and 150 wealthy customers, and it’s growing fast,” said Nikolay Denisenko, co-founder and CTO of Brighty App. “The average spend for these people is around $50,000 per month. The upper bound, in terms of a use case, is buying apartments in Europe.”
Denisenko attributes this growth to practical advantages over traditional banking systems. Banks often refuse to process large cryptocurrency transactions despite available blockchain analytics tools.
The platform uses sophisticated compliance systems, including Elliptic’s blockchain analysis software, to verify the legitimacy of customer funds.
“The starting point is these investors hold crypto, and that can scare banks, even though these people have earned this wealth very transparently from Bitcoin, for example,” Denisenko explained.
Traditional financial institutions remain cautious, yet blockchain technology enables thorough due diligence that can match conventional banking standards.
Shift Toward Euro-Pegged Stablecoins
Transaction patterns reveal a notable preference shift among wealthy buyers toward euro-denominated digital currencies.
Average transaction sizes using euro-backed stablecoins jumped from €15,785 in Q3 to €59,894 in Q4. Buyers now favor Circle’s EURC over USDC to eliminate foreign exchange conversion costs.
“Recently, we have started seeing our customers using euro stablecoins where previously they might have used USDC,” Denisenko said. “Because if you deposit in USDC and you are buying something in Europe, you have a conversion cost.”
The move away from dollar-pegged stablecoins makes economic sense for European property purchases. Using euro stablecoins streamlines the process while reducing transaction costs considerably.
Brighty processes payments directly from customers to sellers, bypassing exchange platforms like Binance or Kraken.
Wealthy investors view European real estate as a portfolio diversification strategy, mirroring traditional finance practices. “Our wealthy customers are simply looking to de-risk the assets in their portfolio by putting some of their money into real estate,” Denisenko noted.
The company continues expanding partnerships with European estate agencies to accommodate growing demand.
The post Crypto Real Estate Purchases Surge in Europe as Wealthy Investors Embrace Digital Assets appeared first on Blockonomi.
Brighty has brokered over 100 cryptocurrency-based real estate deals in Europe valued between $500,000 and $2.5 million.
Global crypto millionaires surged 40% to 241,700 individuals, driving demand for hard asset portfolio diversification strategies.
Euro-backed stablecoin transaction sizes jumped from €15,785 in Q3 to €59,894 in Q4 as buyers avoid conversion costs.
Banks reject crypto transactions despite blockchain analytics tools providing transparent due diligence on fund sources.
Wealthy cryptocurrency investors are increasingly using digital assets to purchase property across Europe, according to recent industry data.
Lithuanian-licensed platform Brighty has facilitated over 100 real estate transactions for high-net-worth individuals in the past year.
These deals, valued between $500,000 and $2.5 million, primarily involve properties in the UK, France, Malta, Cyprus, and Andorra.
Growing Demand Among Crypto Millionaires
The surge in crypto-based property purchases reflects broader market trends within the digital asset space. Global crypto millionaires increased by 40% over 12 months, reaching 241,700 individuals in 2025.
Brighty currently serves between 100 and 150 wealthy clients, with an average monthly spending of approximately $50,000 per customer.
“We have between 100 and 150 wealthy customers, and it’s growing fast,” said Nikolay Denisenko, co-founder and CTO of Brighty App. “The average spend for these people is around $50,000 per month. The upper bound, in terms of a use case, is buying apartments in Europe.”
Denisenko attributes this growth to practical advantages over traditional banking systems. Banks often refuse to process large cryptocurrency transactions despite available blockchain analytics tools.
The platform uses sophisticated compliance systems, including Elliptic’s blockchain analysis software, to verify the legitimacy of customer funds.
“The starting point is these investors hold crypto, and that can scare banks, even though these people have earned this wealth very transparently from Bitcoin, for example,” Denisenko explained.
Traditional financial institutions remain cautious, yet blockchain technology enables thorough due diligence that can match conventional banking standards.
Shift Toward Euro-Pegged Stablecoins
Transaction patterns reveal a notable preference shift among wealthy buyers toward euro-denominated digital currencies.
Average transaction sizes using euro-backed stablecoins jumped from €15,785 in Q3 to €59,894 in Q4. Buyers now favor Circle’s EURC over USDC to eliminate foreign exchange conversion costs.
“Recently, we have started seeing our customers using euro stablecoins where previously they might have used USDC,” Denisenko said. “Because if you deposit in USDC and you are buying something in Europe, you have a conversion cost.”
The move away from dollar-pegged stablecoins makes economic sense for European property purchases. Using euro stablecoins streamlines the process while reducing transaction costs considerably.
Brighty processes payments directly from customers to sellers, bypassing exchange platforms like Binance or Kraken.
Wealthy investors view European real estate as a portfolio diversification strategy, mirroring traditional finance practices. “Our wealthy customers are simply looking to de-risk the assets in their portfolio by putting some of their money into real estate,” Denisenko noted.
The company continues expanding partnerships with European estate agencies to accommodate growing demand.
The post Crypto Real Estate Purchases Surge in Europe as Wealthy Investors Embrace Digital Assets appeared first on Blockonomi.
Vitalik Buterin Calls for “Sovereign Web” to Counter Corporate Digital Exploitation
TLDR:
Buterin defines “corposlop” as corporate systems blending sleek branding with unethical profit maximization.
Bitcoin maximalists recognized corporate threats early but relied on government intervention and limited functionality.
Modern sovereignty requires cryptographic privacy and resistance to corporate manipulation of user attention.
Buterin advocates privacy-preserving apps, user-controlled social media, and open-source AI for digital independence.
Ethereum co-founder Vitalik Buterin has outlined his vision for a “Sovereign Web” in a recent Farcaster post.
He defined “corposlop” as corporate systems that blend sleek branding with profit-driven practices that harm users.
Buterin advocates for privacy-focused tools, ethical financial platforms, and open-source artificial intelligence to counter corporate digital dominance.
Bitcoin Maximalists Recognized Corporate Threats Early
Buterin acknowledged that Bitcoin maximalists identified corporate exploitation before many others in the cryptocurrency space.
Their resistance to initial coin offerings and alternative tokens stemmed from protecting Bitcoin’s sovereign nature.
However, their approach relied heavily on government intervention and limiting Bitcoin’s functionality through restricted scripting capabilities.
The Ethereum founder explained that corposlop combines three elements: corporate optimization, polished professional branding, and unethical profit maximization.
He pointed to social media platforms engineering dopamine-driven engagement at users’ expense. Mass data collection paired with careless management represents another facet of this corporate behavior.
I agree with maybe 60% of this, but one bit that is particularly important to highlight is the explicit separation between what the poster calls "the open web" (really, the corposlop web), and "the sovereign web".https://t.co/okseUw8F6X
This is a distinction I did not realize…
— vitalik.eth (@VitalikButerin) January 10, 2026
Buterin referenced Zac from Aztec, who previously identified similar threats to digital freedom. The concept of sovereignty has evolved beyond avoiding government control.
Modern sovereignty requires cryptographic privacy protections and resistance to corporate manipulation of attention and spending habits.
Corporate Practices Sacrifice User Value for Engagement
Walled garden platforms charging monopolistic fees while blocking external links exemplify corporate exploitation. Entertainment companies producing endless sequels prioritize risk aversion over creative value.
Buterin criticized corporations that embraced social justice messaging in 2020 only to mock those same causes for engagement in 2025.
He noted that these practices appear user-friendly while actually disempowering individuals. Apple received mixed assessment despite monopolistic tendencies.
The company demonstrates non-corporate traits through long-term vision and privacy emphasis. Buterin expressed hope that Apple would abandon monopolistic practices and embrace open-source strategies.
The distinction between the “open web” and “sovereign web” proves crucial for understanding digital autonomy.
Corporate optimization creates trend-following homogeneity that lacks authenticity. Users need tools that serve their genuine interests rather than quarterly profit targets.
Building Tools for Digital Independence and Privacy
Buterin outlined specific technological solutions for achieving digital sovereignty. Privacy-preserving applications that minimize third-party data exposure form the foundation.
Social media platforms should empower users to control their content feeds based on long-term goals rather than impulses.
Financial tools must help users build wealth without encouraging excessive leverage or predatory lending practices.
Artificial intelligence development should prioritize open-source models and local deployment over cloud dependence. These tools should enhance human capabilities rather than replace active learning and engagement.
Decentralized autonomous organizations can support communities pursuing unique objectives without capture by dominant groups.
Privacy-preserving voting mechanisms that extend beyond token holders strengthen organizational independence.
Applications and physical spaces benefit from opinionated cultures that reflect specific values and visions.
Buterin concluded his post urging the crypto community to reject corporate exploitation and maintain conviction in their principles.
The call for sovereignty extends beyond technical solutions to encompass cultural resistance against homogenization.
The post Vitalik Buterin Calls for “Sovereign Web” to Counter Corporate Digital Exploitation appeared first on Blockonomi.
Buterin defines “corposlop” as corporate systems blending sleek branding with unethical profit maximization.
Bitcoin maximalists recognized corporate threats early but relied on government intervention and limited functionality.
Modern sovereignty requires cryptographic privacy and resistance to corporate manipulation of user attention.
Buterin advocates privacy-preserving apps, user-controlled social media, and open-source AI for digital independence.
Ethereum co-founder Vitalik Buterin has outlined his vision for a “Sovereign Web” in a recent Farcaster post.
He defined “corposlop” as corporate systems that blend sleek branding with profit-driven practices that harm users.
Buterin advocates for privacy-focused tools, ethical financial platforms, and open-source artificial intelligence to counter corporate digital dominance.
Bitcoin Maximalists Recognized Corporate Threats Early
Buterin acknowledged that Bitcoin maximalists identified corporate exploitation before many others in the cryptocurrency space.
Their resistance to initial coin offerings and alternative tokens stemmed from protecting Bitcoin’s sovereign nature.
However, their approach relied heavily on government intervention and limiting Bitcoin’s functionality through restricted scripting capabilities.
The Ethereum founder explained that corposlop combines three elements: corporate optimization, polished professional branding, and unethical profit maximization.
He pointed to social media platforms engineering dopamine-driven engagement at users’ expense. Mass data collection paired with careless management represents another facet of this corporate behavior.
I agree with maybe 60% of this, but one bit that is particularly important to highlight is the explicit separation between what the poster calls "the open web" (really, the corposlop web), and "the sovereign web".https://t.co/okseUw8F6X
This is a distinction I did not realize…
— vitalik.eth (@VitalikButerin) January 10, 2026
Buterin referenced Zac from Aztec, who previously identified similar threats to digital freedom. The concept of sovereignty has evolved beyond avoiding government control.
Modern sovereignty requires cryptographic privacy protections and resistance to corporate manipulation of attention and spending habits.
Corporate Practices Sacrifice User Value for Engagement
Walled garden platforms charging monopolistic fees while blocking external links exemplify corporate exploitation. Entertainment companies producing endless sequels prioritize risk aversion over creative value.
Buterin criticized corporations that embraced social justice messaging in 2020 only to mock those same causes for engagement in 2025.
He noted that these practices appear user-friendly while actually disempowering individuals. Apple received mixed assessment despite monopolistic tendencies.
The company demonstrates non-corporate traits through long-term vision and privacy emphasis. Buterin expressed hope that Apple would abandon monopolistic practices and embrace open-source strategies.
The distinction between the “open web” and “sovereign web” proves crucial for understanding digital autonomy.
Corporate optimization creates trend-following homogeneity that lacks authenticity. Users need tools that serve their genuine interests rather than quarterly profit targets.
Building Tools for Digital Independence and Privacy
Buterin outlined specific technological solutions for achieving digital sovereignty. Privacy-preserving applications that minimize third-party data exposure form the foundation.
Social media platforms should empower users to control their content feeds based on long-term goals rather than impulses.
Financial tools must help users build wealth without encouraging excessive leverage or predatory lending practices.
Artificial intelligence development should prioritize open-source models and local deployment over cloud dependence. These tools should enhance human capabilities rather than replace active learning and engagement.
Decentralized autonomous organizations can support communities pursuing unique objectives without capture by dominant groups.
Privacy-preserving voting mechanisms that extend beyond token holders strengthen organizational independence.
Applications and physical spaces benefit from opinionated cultures that reflect specific values and visions.
Buterin concluded his post urging the crypto community to reject corporate exploitation and maintain conviction in their principles.
The call for sovereignty extends beyond technical solutions to encompass cultural resistance against homogenization.
The post Vitalik Buterin Calls for “Sovereign Web” to Counter Corporate Digital Exploitation appeared first on Blockonomi.
Stellar Network Surpasses $1 Billion in Tokenized Real-World Assets as 2026 Begins
TLDR:
Stellar reaches $1 billion in tokenized real-world assets, marking growth in blockchain-based finance.
PayPal, FTDA US, and Ondo Finance partner with Stellar to expand institutional asset tokenization capabilities.
Network enables faster settlements and lower costs compared to traditional financial infrastructure systems.
Compliance-friendly infrastructure attracts regulated institutions requiring auditable on-chain transaction records.
Stellar has crossed the $1 billion threshold in tokenized real-world assets on its network as 2026 commences. The blockchain platform achieves this milestone through partnerships with traditional finance institutions and crypto-native companies.
This development positions Stellar as a major infrastructure provider for bringing conventional financial products on-chain through tokenization.
Traditional Finance Integration Expands Through Strategic Partnerships
The growth of real-world assets on Stellar stems from collaborations with established financial service providers. PayPal has expanded its blockchain-based payment operations on the network, contributing to the platform’s adoption.
FTDA US connects regulated financial markets to Stellar’s infrastructure, enabling compliant asset tokenization.
Ondo Finance drives institutional-grade tokenized asset development on the platform. These partnerships create pathways for traditional finance entities to access blockchain technology.
The network benefits from working with companies that understand both regulatory requirements and market demands.
Starting 2026 Strong: Over $1 Billion in RWAs on Stellar $XLM
Stellar $XLM kicks off 2026 with a major milestone – more than $1 billion in Real-World Assets (RWAs) tokenized on the network. This marks a powerful step forward in bringing traditional finance on-chain and… pic.twitter.com/E7DaQJ0bT2
— Scopuly – Stellar Wallet (@scopuly) January 10, 2026
Beyond these three major partners, numerous other innovators contribute to Stellar’s ecosystem expansion. The platform has attracted projects focused on various aspects of real-world asset tokenization.
This diverse partnership approach strengthens the network’s position in the growing tokenized economy.
Network Features Enable Efficient Asset Settlement and Global Access
Tokenized real-world assets on the Stellar bridge the gap between traditional finance and decentralized finance systems.
The network provides infrastructure that enables faster settlement times compared to conventional financial rails. Lower transaction costs make asset transfers more economical for participants across different markets.
Stellar’s architecture supports global access to tokenized value, removing geographical barriers to asset ownership. On-chain transparency allows participants to verify transactions and asset movements independently.
This feature builds trust among users who require auditable records for compliance and reporting purposes.
The compliance-friendly infrastructure attracts institutions that operate under strict regulatory frameworks. Stellar has designed its network to accommodate requirements from financial regulators in multiple jurisdictions.
This approach makes the platform suitable for entities that cannot use less regulated blockchain networks.
The $1 billion milestone represents growth in adoption rather than a final achievement for the network. Stellar continues developing features that support additional real-world asset categories and use cases.
The platform competes with other blockchain networks pursuing similar tokenization strategies across the industry. Market participants now have multiple options for bringing traditional assets on-chain through various blockchain infrastructures.
The post Stellar Network Surpasses $1 Billion in Tokenized Real-World Assets as 2026 Begins appeared first on Blockonomi.
Stellar reaches $1 billion in tokenized real-world assets, marking growth in blockchain-based finance.
PayPal, FTDA US, and Ondo Finance partner with Stellar to expand institutional asset tokenization capabilities.
Network enables faster settlements and lower costs compared to traditional financial infrastructure systems.
Compliance-friendly infrastructure attracts regulated institutions requiring auditable on-chain transaction records.
Stellar has crossed the $1 billion threshold in tokenized real-world assets on its network as 2026 commences. The blockchain platform achieves this milestone through partnerships with traditional finance institutions and crypto-native companies.
This development positions Stellar as a major infrastructure provider for bringing conventional financial products on-chain through tokenization.
Traditional Finance Integration Expands Through Strategic Partnerships
The growth of real-world assets on Stellar stems from collaborations with established financial service providers. PayPal has expanded its blockchain-based payment operations on the network, contributing to the platform’s adoption.
FTDA US connects regulated financial markets to Stellar’s infrastructure, enabling compliant asset tokenization.
Ondo Finance drives institutional-grade tokenized asset development on the platform. These partnerships create pathways for traditional finance entities to access blockchain technology.
The network benefits from working with companies that understand both regulatory requirements and market demands.
Starting 2026 Strong: Over $1 Billion in RWAs on Stellar $XLM
Stellar $XLM kicks off 2026 with a major milestone – more than $1 billion in Real-World Assets (RWAs) tokenized on the network. This marks a powerful step forward in bringing traditional finance on-chain and… pic.twitter.com/E7DaQJ0bT2
— Scopuly – Stellar Wallet (@scopuly) January 10, 2026
Beyond these three major partners, numerous other innovators contribute to Stellar’s ecosystem expansion. The platform has attracted projects focused on various aspects of real-world asset tokenization.
This diverse partnership approach strengthens the network’s position in the growing tokenized economy.
Network Features Enable Efficient Asset Settlement and Global Access
Tokenized real-world assets on the Stellar bridge the gap between traditional finance and decentralized finance systems.
The network provides infrastructure that enables faster settlement times compared to conventional financial rails. Lower transaction costs make asset transfers more economical for participants across different markets.
Stellar’s architecture supports global access to tokenized value, removing geographical barriers to asset ownership. On-chain transparency allows participants to verify transactions and asset movements independently.
This feature builds trust among users who require auditable records for compliance and reporting purposes.
The compliance-friendly infrastructure attracts institutions that operate under strict regulatory frameworks. Stellar has designed its network to accommodate requirements from financial regulators in multiple jurisdictions.
This approach makes the platform suitable for entities that cannot use less regulated blockchain networks.
The $1 billion milestone represents growth in adoption rather than a final achievement for the network. Stellar continues developing features that support additional real-world asset categories and use cases.
The platform competes with other blockchain networks pursuing similar tokenization strategies across the industry. Market participants now have multiple options for bringing traditional assets on-chain through various blockchain infrastructures.
The post Stellar Network Surpasses $1 Billion in Tokenized Real-World Assets as 2026 Begins appeared first on Blockonomi.
UK Crypto Exchanges Moved $1 Billion for Iran’s IRGC Using Stablecoins, TRM Labs Reveals
TLDR:
Zedcex and Zedxion processed $1 billion in IRGC-linked stablecoin transactions between 2023 and 2025.
IRGC-related flows peaked at 87% of total exchange volume in 2024 before declining to 48% in 2025.
Exchanges transferred over $10 million directly to US-sanctioned Houthi terrorist financier Sa’id al-Jamal.
Babak Zanjani, previously sanctioned for laundering billions, connected to Zedxion through corporate records.
Two cryptocurrency exchanges registered in the United Kingdom processed approximately $1 billion in stablecoin transactions linked to Iran’s Islamic Revolutionary Guard Corps between 2023 and 2025.
TRM Labs research revealed that Zedcex and Zedxion operated as front companies for the sanctioned military organization, handling funds that represented 56% of their total transaction volume.
Corporate Structure Masks Operational Reality
Zedcex Exchange Ltd and Zedxion Exchange Ltd incorporated in the UK as separate legal entities but functioned as a single operation.
Zedxion received its incorporation in May 2021, with Babak Morteza assuming directorship in October that year.
US and EU authorities previously sanctioned Babak Morteza Zanjani in 2013 for channeling funds to an IRGC company.
Zedcex incorporated in mid-2022, days after Zanjani formally exited Zedxion. Both companies shared identical virtual office addresses and listed the same successor director.
The exchanges filed dormant accounts through June 2025 despite processing billions in cryptocurrency transactions.
This coordinated structure allowed the operation to spread across multiple legal shells while maintaining unified control.
Zanjani’s background as a sanctions evasion financier adds context to the exchanges’ activities. Iranian authorities arrested him for embezzling millions from Iran’s National Oil Company.
His sentence received commutation in 2024 after repaying the funds. By 2025, Zanjani re-emerged through DotOne Holding Group, operating across cryptocurrency, logistics, and telecommunications sectors.
Blockchain Analysis Reveals IRGC Connections
TRM Labs connected Zedcex-attributed wallets directly to addresses designated by Israeli authorities as IRGC property under Administrative Seizure Order ASO-43/25.
The National Bureau for Counter Terror Financing issued this order on September 1, 2025. Tether subsequently blocklisted many of these wallet addresses.
IRGC-linked flows through the exchanges increased from $24 million in 2023 to $619 million in 2024. The proportion of IRGC-related transactions peaked at 87% of total volume in 2024.
In 2025, IRGC-linked activity declined to $410 million, representing 48% of total transactions as other activities expanded.
The exchanges conducted nearly all transfers in USDT on the TRON blockchain. Wallets routed funds between IRGC-controlled addresses and Iranian crypto services including Nobitex, Wallex, and Aban Tether.
Many wallets held Zedxion (USDZ), a dollar-pegged token promoted through Persian-language Telegram channels. TRM analysts used USDZ holdings to map the exchange infrastructure.
Payment Integration and Terrorist Financing Links
Zedxion integrated with Zedpay, a mobile payment processor operating from Turkey. Zedpay maintained relationships with Turkish financial entities including Vepara and Vakif Katilim.
Turkish regulators suspended Vepara’s license amid anti-money laundering concerns. This integration extended crypto infrastructure into fiat settlement capabilities.
On-chain analysis revealed direct transfers exceeding $10 million to Sa’id Ahmad Muhammad al-Jamal in late 2024.
US Treasury sanctioned al-Jamal for providing material support to the IRGC and operating a smuggling network generating revenue for Houthis in Yemen. The transfers occurred without intermediary routing through brokers or mixers.
ChainUp, a Singapore-based infrastructure provider, hosted portions of the exchange operations. This white-label service allowed rapid scaling while maintaining separate wallet infrastructure for distinct activities.
The hybrid model enabled the exchanges to process high-value transactions while presenting as conventional trading platforms.
The post UK Crypto Exchanges Moved $1 Billion for Iran’s IRGC Using Stablecoins, TRM Labs Reveals appeared first on Blockonomi.
Zedcex and Zedxion processed $1 billion in IRGC-linked stablecoin transactions between 2023 and 2025.
IRGC-related flows peaked at 87% of total exchange volume in 2024 before declining to 48% in 2025.
Exchanges transferred over $10 million directly to US-sanctioned Houthi terrorist financier Sa’id al-Jamal.
Babak Zanjani, previously sanctioned for laundering billions, connected to Zedxion through corporate records.
Two cryptocurrency exchanges registered in the United Kingdom processed approximately $1 billion in stablecoin transactions linked to Iran’s Islamic Revolutionary Guard Corps between 2023 and 2025.
TRM Labs research revealed that Zedcex and Zedxion operated as front companies for the sanctioned military organization, handling funds that represented 56% of their total transaction volume.
Corporate Structure Masks Operational Reality
Zedcex Exchange Ltd and Zedxion Exchange Ltd incorporated in the UK as separate legal entities but functioned as a single operation.
Zedxion received its incorporation in May 2021, with Babak Morteza assuming directorship in October that year.
US and EU authorities previously sanctioned Babak Morteza Zanjani in 2013 for channeling funds to an IRGC company.
Zedcex incorporated in mid-2022, days after Zanjani formally exited Zedxion. Both companies shared identical virtual office addresses and listed the same successor director.
The exchanges filed dormant accounts through June 2025 despite processing billions in cryptocurrency transactions.
This coordinated structure allowed the operation to spread across multiple legal shells while maintaining unified control.
Zanjani’s background as a sanctions evasion financier adds context to the exchanges’ activities. Iranian authorities arrested him for embezzling millions from Iran’s National Oil Company.
His sentence received commutation in 2024 after repaying the funds. By 2025, Zanjani re-emerged through DotOne Holding Group, operating across cryptocurrency, logistics, and telecommunications sectors.
Blockchain Analysis Reveals IRGC Connections
TRM Labs connected Zedcex-attributed wallets directly to addresses designated by Israeli authorities as IRGC property under Administrative Seizure Order ASO-43/25.
The National Bureau for Counter Terror Financing issued this order on September 1, 2025. Tether subsequently blocklisted many of these wallet addresses.
IRGC-linked flows through the exchanges increased from $24 million in 2023 to $619 million in 2024. The proportion of IRGC-related transactions peaked at 87% of total volume in 2024.
In 2025, IRGC-linked activity declined to $410 million, representing 48% of total transactions as other activities expanded.
The exchanges conducted nearly all transfers in USDT on the TRON blockchain. Wallets routed funds between IRGC-controlled addresses and Iranian crypto services including Nobitex, Wallex, and Aban Tether.
Many wallets held Zedxion (USDZ), a dollar-pegged token promoted through Persian-language Telegram channels. TRM analysts used USDZ holdings to map the exchange infrastructure.
Payment Integration and Terrorist Financing Links
Zedxion integrated with Zedpay, a mobile payment processor operating from Turkey. Zedpay maintained relationships with Turkish financial entities including Vepara and Vakif Katilim.
Turkish regulators suspended Vepara’s license amid anti-money laundering concerns. This integration extended crypto infrastructure into fiat settlement capabilities.
On-chain analysis revealed direct transfers exceeding $10 million to Sa’id Ahmad Muhammad al-Jamal in late 2024.
US Treasury sanctioned al-Jamal for providing material support to the IRGC and operating a smuggling network generating revenue for Houthis in Yemen. The transfers occurred without intermediary routing through brokers or mixers.
ChainUp, a Singapore-based infrastructure provider, hosted portions of the exchange operations. This white-label service allowed rapid scaling while maintaining separate wallet infrastructure for distinct activities.
The hybrid model enabled the exchanges to process high-value transactions while presenting as conventional trading platforms.
The post UK Crypto Exchanges Moved $1 Billion for Iran’s IRGC Using Stablecoins, TRM Labs Reveals appeared first on Blockonomi.
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