Market analysis, price movements, and trading insights
A U.S. winter storm has seen many bitcoin miners curtail operations, slashing Foundry USA pool’s hashrate and slowing block production.
The blockchain battle is now centered on distribution, as established firms convert existing customers into network participants and create new competitive landscapes.
Your day-ahead look for Jan. 26, 2026
The temporary loss of mining power underscores academic concerns that geographic and pool concentration can magnify infrastructure failures, though markets showed little immediate reaction.
A rare streak of four consecutive declines collides with January options expiry that could influence short term price action.
Bitcoin bounced off $86,000 alongside the CME futures open, but broader price action still points to a grinding downtrend as risk-off sentiment lifts precious metals.
Past yen shocks were followed by BTC dropping 30% before rebounding more than 100%, a pattern traders are watching as talk of Japan's intervention returns.
The Financial Services Agency is moving to classify crypto as an eligible asset for exchange-traded funds, with potential inflows reaching $6.4 billion, according to Nikkei.
Crypto funds have posted their largest weekly outflows since November 2025 as U.S.-led redemptions neared $2 billion, per CoinShares.
The company forecasts revenue of over $100 million for FY2026, with 97.5% of projected sales coming from its Bitcoin Income Generation business.
Crypto ETPs reversed course last week, with outflows led by Bitcoin and Ether as bearish sentiment outweighed inflows into altcoins such as Solana.
Despite the losses, Metaplanet raised its 2025 earnings projection on the back of its bitcoin income generation business.
