For at least the last 12 months, changes in the price of Bitcoin have been tightly correlated to U.S. software stocks with relatively high enterprise values (EV) compared to sales. This suggests that the drawdown likely had more to do with broad de-risking of growth-oriented portfolios rather than problems unique to crypto👀 #CryptoObservers #CelebratingNewYearOnGateSquare
Digital asset investment products saw a fourth consecutive week of outflows totalling $173m, bringing the cumulative four-week run of outflows to $3.74bn👀 #CryptoObservers #CelebratingNewYearOnGateSquare
Tokenized asset market cap has grown from $1 billion in 2024 to $6 billion, meanwhile the NYSE plans to launch a 24/7 tokenized exchange in 2026👀 #CryptoObservers #CelebratingNewYearOnGateSquare
MARA CEO warns of “Energy War” as Bitcoin mining evolves beyond hashrate To adapt, MARA and other large operators are expanding into High-Performance Computing (HPC), integrating GPU clusters alongside traditional ASIC fleets to capture AI-related compute demand👀 #CryptoObservers #CelebratingNewYearOnGateSquare
The hash price index, a measure of Bitcoin mining revenue, has fallen to a record low of approximately 3 cents per terahash; consequently, Bitcoin mining difficulty has dropped by 11%, marking its largest negative adjustment since the 2021 China ban👀 #CryptoObservers #CelebratingNewYearOnGateSquare
Alex Thorn, Head of Firmwide Research, found that venture capitalists deployed $8.5 billion across 425 deals in Q4 last year - an 84% increase in capital invested and a 2.6% rise in deal count compared to Q3👀 #CryptoObservers
Between May 2022 and January 2026, Tether's USDT nearly tripled its circulating supply to reach a record high of $187 billion, significantly widening its lead over Circle's USDC, which remained relatively stagnant 👀 #CryptoObservers
Thirty-day volatility in gold has climbed above 44%, the highest level since the 2008 financial crisis, surpassing the roughly 39% volatility of Bitcoin👀 #CryptoObservers
Digital asset products saw $1.7bn of weekly outflows, flipping YTD flows to a net outflow of $1bn and driving a $73bn fall in AuM since October 2025 highs👀 #CryptoObservers #CryptoMarketPullback
Tether delivers $10b+ profits in 2025, $6.3B in excess reserves, and record $141 billion exposure in U.S. Treasury holdings: Q4 2025 attestation report👀 #CryptoObservers