๐๐ Is Bitcoin Really โToo Riskyโ?
In 2025, the average 30-day volatility paints an interesting picture:
โข Bitcoin: ~40%
โข Tesla: ~73%
โข Nvidia: ~55%
โข Apple / Google / Amazon: ~34โ42%
Despite this, only ~12% of Americans hold BTC, while 62% of the U.S. population owns Tesla and Nvidia shares โ often indirectly through pension and retirement funds. ๐ฆ
The paradox is clear: more volatile assets are widely accepted as โnormalโ investments, while Bitcoin, with lower or comparable volatility, is still labeled as a dangerous exotic.
Looks like the perception of risk hasnโt caught up with the data yet. ๐ค๐
In 2025, the average 30-day volatility paints an interesting picture:
โข Bitcoin: ~40%
โข Tesla: ~73%
โข Nvidia: ~55%
โข Apple / Google / Amazon: ~34โ42%
Despite this, only ~12% of Americans hold BTC, while 62% of the U.S. population owns Tesla and Nvidia shares โ often indirectly through pension and retirement funds. ๐ฆ
The paradox is clear: more volatile assets are widely accepted as โnormalโ investments, while Bitcoin, with lower or comparable volatility, is still labeled as a dangerous exotic.
Looks like the perception of risk hasnโt caught up with the data yet. ๐ค๐
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๐ How a Hacker Stole Crypto From the U.S. Government for Years
In 2024โ2025, funds were quietly moving out of wallets controlled by the U.S. government to unknown addresses. The transfers looked routine โ like normal asset movements โ and raised no red flags.
โช๏ธ The scheme unraveled after a dispute broke out in the hacker community over who stole more crypto. During the argument, one participant accidentally exposed wallets that had been receiving funds from U.S. government addresses.
๐ต๏ธโโ๏ธ According to blockchain investigator ZachXBT, the transfers were linked to John Daguete. His father owns CMDSS, a company that provides services to the U.S. Marshals Service, including managing and selling seized and confiscated crypto assets.
After the investigation went public, the wallet tied to the thefts launched a dusting attack against ZachXBTโs public address.
In the end, a โgenius hackerโ who siphoned over $90 million from the U.S. government and other victims was exposed by a careless online argument. ๐คท
In 2024โ2025, funds were quietly moving out of wallets controlled by the U.S. government to unknown addresses. The transfers looked routine โ like normal asset movements โ and raised no red flags.
โช๏ธ The scheme unraveled after a dispute broke out in the hacker community over who stole more crypto. During the argument, one participant accidentally exposed wallets that had been receiving funds from U.S. government addresses.
๐ต๏ธโโ๏ธ According to blockchain investigator ZachXBT, the transfers were linked to John Daguete. His father owns CMDSS, a company that provides services to the U.S. Marshals Service, including managing and selling seized and confiscated crypto assets.
After the investigation went public, the wallet tied to the thefts launched a dusting attack against ZachXBTโs public address.
In the end, a โgenius hackerโ who siphoned over $90 million from the U.S. government and other victims was exposed by a careless online argument. ๐คท
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โ๏ธ๐ Winter Storm Hits Bitcoin Mining in the U.S.
๐ช๐บ๐ธA severe winter storm in the U.S. knocked out ~200 EH/s of mining power, sending Bitcoinโs hashrate down to 706 EH/s, the lowest in six months. Block times briefly stretched to ~12 minutes.
American miners were hit hardest: Foundry USAโs pool saw a ~60% drop in hashrate due to electricity restrictions. ๐
The network remains secure, but this highlights how weather and power limits can temporarily disrupt mining operations.
๐ช๐บ๐ธA severe winter storm in the U.S. knocked out ~200 EH/s of mining power, sending Bitcoinโs hashrate down to 706 EH/s, the lowest in six months. Block times briefly stretched to ~12 minutes.
American miners were hit hardest: Foundry USAโs pool saw a ~60% drop in hashrate due to electricity restrictions. ๐
The network remains secure, but this highlights how weather and power limits can temporarily disrupt mining operations.
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๐ฐ Strategy Adds More Bitcoin to Its Stack
Strategy has purchased 2,932 BTC for $264.1M, paying an average price of $90,061 per coin.
As of January 25, the company now holds 712,647 BTC, acquired for a total of $54.19B at an average price of $76,037.
Strategy has purchased 2,932 BTC for $264.1M, paying an average price of $90,061 per coin.
As of January 25, the company now holds 712,647 BTC, acquired for a total of $54.19B at an average price of $76,037.
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CryptoQuant: Capital Is Leaving Crypto
๐ According to CryptoQuant, the total market cap of stablecoins is declining, signaling that investors are withdrawing funds from the crypto market rather than rotating within it.
๐ณ Analysts call this a very negative signal: as crypto continues to correct, some investors are fully exiting and redirecting capital into precious metals, which are still rallying.
This trend suggests weakening liquidity in crypto and a shift toward traditional safe-haven assets like gold and silver.
๐ According to CryptoQuant, the total market cap of stablecoins is declining, signaling that investors are withdrawing funds from the crypto market rather than rotating within it.
๐ณ Analysts call this a very negative signal: as crypto continues to correct, some investors are fully exiting and redirecting capital into precious metals, which are still rallying.
This trend suggests weakening liquidity in crypto and a shift toward traditional safe-haven assets like gold and silver.
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๐ BTC & ETH Growth Is Inevitable โ Just Not Yet
Tom Lee believes the rise of Bitcoin and Ethereum is inevitable, but only after the rally in precious metals cools off.
In a recent interview, he explained why crypto remains weak while gold and silver keep hitting new ATHs:
โธ The market is still digesting the October 11 shock, with lingering risk-off sentiment
โธ Precious metals are absorbing attention and liquidity, pulling capital away from crypto
โช๏ธ Fundamentally, crypto remains strong:
โซ๏ธTraditional finance continues to embrace crypto
โซ๏ธCrypto uses less leverage than metals, slowing rallies but making them more sustainable
โซ๏ธThe U.S. dollar is weakening, and the Fed plans rate cuts
โซ๏ธHistorically, when gold and silver move sideways, crypto often starts its next rally
Patience may be required โ but the setup for BTC and ETH remains intact. ๐
Tom Lee believes the rise of Bitcoin and Ethereum is inevitable, but only after the rally in precious metals cools off.
In a recent interview, he explained why crypto remains weak while gold and silver keep hitting new ATHs:
โธ The market is still digesting the October 11 shock, with lingering risk-off sentiment
โธ Precious metals are absorbing attention and liquidity, pulling capital away from crypto
โช๏ธ Fundamentally, crypto remains strong:
โซ๏ธTraditional finance continues to embrace crypto
โซ๏ธCrypto uses less leverage than metals, slowing rallies but making them more sustainable
โซ๏ธThe U.S. dollar is weakening, and the Fed plans rate cuts
โซ๏ธHistorically, when gold and silver move sideways, crypto often starts its next rally
Patience may be required โ but the setup for BTC and ETH remains intact. ๐
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๐ CryptoQuant: Bitcoin Realized Losses Hit 3-Year High
๐ According to CryptoQuant, Bitcoin has recorded $4.5B in realized losses, the highest level in the past three years.
The last time BTC saw similar realized losses, the price was trading around $28,000, followed by a prolonged correction lasting nearly a year. ๐
This data highlights growing capitulation pressure and suggests the market may be entering a deeper consolidation or correction phase, depending on how demand responds from current levels. ๐ค
๐ According to CryptoQuant, Bitcoin has recorded $4.5B in realized losses, the highest level in the past three years.
The last time BTC saw similar realized losses, the price was trading around $28,000, followed by a prolonged correction lasting nearly a year. ๐
This data highlights growing capitulation pressure and suggests the market may be entering a deeper consolidation or correction phase, depending on how demand responds from current levels. ๐ค
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๐ Ethereum Fees Hit Multi-Year Lows
According to Glassnode, transaction fees on the Ethereum network have dropped to their lowest level since 2017. โฌ๏ธ
This reflects reduced on-chain activity and lower congestion, making Ethereum cheaper to use than itโs been in years. While great news for users and developers, historically such low fees can also signal weaker demand and quieter market conditions. ๐ง
Low costs, low noise โ a calm phase for Ethereum.
According to Glassnode, transaction fees on the Ethereum network have dropped to their lowest level since 2017. โฌ๏ธ
This reflects reduced on-chain activity and lower congestion, making Ethereum cheaper to use than itโs been in years. While great news for users and developers, historically such low fees can also signal weaker demand and quieter market conditions. ๐ง
Low costs, low noise โ a calm phase for Ethereum.
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๐ฅ Hyperliquid Takes the Lead in Price Discovery!
Hyperliquid is surging: the DEX has overtaken Binance to become the most liquid venue for crypto price discovery, a major milestone for decentralized trading.๐
Liquidity on BTC perpetuals is now deeper on Hyperliquid than on Binance, highlighting a shift in where real price formation is happening. On the back of this momentum, HYPE is up +24% today โ๏ธ
With HIP-3 teams driving growth, Hyperliquid has also become the most liquid platform for perpetuals on TradFi assets, expanding beyond pure crypto.๐
Hyperliquid is surging: the DEX has overtaken Binance to become the most liquid venue for crypto price discovery, a major milestone for decentralized trading.๐
Liquidity on BTC perpetuals is now deeper on Hyperliquid than on Binance, highlighting a shift in where real price formation is happening. On the back of this momentum, HYPE is up +24% today โ๏ธ
With HIP-3 teams driving growth, Hyperliquid has also become the most liquid platform for perpetuals on TradFi assets, expanding beyond pure crypto.๐
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โ ๏ธ User Data Leak Hits Binance Accounts
A massive 96GB database containing credentials from 149 million accounts has surfaced online. Among them are ~420,000 Binance accounts, including logins, passwords, autofill data, and keystroke history.
๐ฅท The breach was caused by infostealer malware โ viruses that infect user devices and steal data directly from browsers. These are commonly spread via fake game mods/cheats, bogus software updates, and malicious browser extensions.
Other affected services include:
โช๏ธ Gmail โ 48M
โช๏ธ Facebook โ 17M
โช๏ธ Instagram โ 6.5M
โช๏ธ Yahoo โ 4M
โช๏ธ Netflix โ 3.4M
โช๏ธ Outlook โ 1.5M
โช๏ธ iCloud โ 900K
โช๏ธ TikTok โ 780K
โช๏ธ Even ~100K OnlyFans passwords
A massive 96GB database containing credentials from 149 million accounts has surfaced online. Among them are ~420,000 Binance accounts, including logins, passwords, autofill data, and keystroke history.
๐ฅท The breach was caused by infostealer malware โ viruses that infect user devices and steal data directly from browsers. These are commonly spread via fake game mods/cheats, bogus software updates, and malicious browser extensions.
Other affected services include:
โช๏ธ Gmail โ 48M
โช๏ธ Facebook โ 17M
โช๏ธ Instagram โ 6.5M
โช๏ธ Yahoo โ 4M
โช๏ธ Netflix โ 3.4M
โช๏ธ Outlook โ 1.5M
โช๏ธ iCloud โ 900K
โช๏ธ TikTok โ 780K
โช๏ธ Even ~100K OnlyFans passwords
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๐ง Vitalikโs โAnti-Madnessโ Strategy on Polymarket
Vitalik Buterin revealed that last year he earned around $70,000 on Polymarket, using roughly $440,000 in capital. ๐ต
He describes his approach as โanti-madness modeโ: identifying prediction markets driven by irrational hype and panic, then betting that the craziest outcomes simply wonโt happen.
In short, when the crowd loses its mind, Vitalik calmly bets on reality โ and gets paid for it. ๐
Vitalik Buterin revealed that last year he earned around $70,000 on Polymarket, using roughly $440,000 in capital. ๐ต
He describes his approach as โanti-madness modeโ: identifying prediction markets driven by irrational hype and panic, then betting that the craziest outcomes simply wonโt happen.
In short, when the crowd loses its mind, Vitalik calmly bets on reality โ and gets paid for it. ๐
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๐ Will the Silver Bubble Burst?
According to Saifedean Ammous in The Bitcoin Standard (written back in 2018), the answer is likely yes โ and he even anticipated todayโs surge in silver prices. ๐ง
Ammous argues that silver has a structural weakness: when monetary demand rises, producers can quickly ramp up supply, flooding the market. This extra supply eventually crushes prices, wiping out the purchasing power of savers in the process. ๐
In other words, silver tends to boom when capital flows in โ but unlike Bitcoin, its elastic supply makes sustained price appreciation fragile. History suggests that if a โsilver bubbleโ inflates too much, itโs only a matter of time before it pops. ๐คท
According to Saifedean Ammous in The Bitcoin Standard (written back in 2018), the answer is likely yes โ and he even anticipated todayโs surge in silver prices. ๐ง
Ammous argues that silver has a structural weakness: when monetary demand rises, producers can quickly ramp up supply, flooding the market. This extra supply eventually crushes prices, wiping out the purchasing power of savers in the process. ๐
In other words, silver tends to boom when capital flows in โ but unlike Bitcoin, its elastic supply makes sustained price appreciation fragile. History suggests that if a โsilver bubbleโ inflates too much, itโs only a matter of time before it pops. ๐คท
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Crypto soothsayer
๐ Hereโs what the Bitcoin Burger menu from Steak โn Shake looks like Steak โn Shake has rolled out a special Bitcoin Burger, leaning fully into crypto-culture. Their promo slogan: โyou wish you had three handsโ โ hinting at just how stacked this burger is.โฆ
๐ Steak โn Shake Serves Bitcoin on the Menu
Customers of the fast-food chain Steak โn Shake have started receiving $5 gift coupons in BTC with their Bitcoin Meal orders.
A simple burger run now comes with a taste of crypto adoption โ turning fast food into a Bitcoin onboarding tool. ๐
Customers of the fast-food chain Steak โn Shake have started receiving $5 gift coupons in BTC with their Bitcoin Meal orders.
A simple burger run now comes with a taste of crypto adoption โ turning fast food into a Bitcoin onboarding tool. ๐
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โ ๏ธ Geopolitics Rising โ Bitcoin Too
Donald Trump announced that a powerful U.S. naval strike group, led by the aircraft carrier USS Abraham Lincoln, is heading toward Iran โ larger in scale than the forces previously sent to Venezuela. ๐ง
According to Trump, the fleet is ready to act quickly if needed, but the U.S. hopes Iran will choose negotiations and a non-nuclear deal instead. He emphasized that time is running out for Tehran to make a decision. ๐ค
Meanwhileโฆ Bitcoin is already above $90,000.
Coincidence โ or markets reacting to rising geopolitical risk? ๐๐
Donald Trump announced that a powerful U.S. naval strike group, led by the aircraft carrier USS Abraham Lincoln, is heading toward Iran โ larger in scale than the forces previously sent to Venezuela. ๐ง
According to Trump, the fleet is ready to act quickly if needed, but the U.S. hopes Iran will choose negotiations and a non-nuclear deal instead. He emphasized that time is running out for Tehran to make a decision. ๐ค
Meanwhileโฆ Bitcoin is already above $90,000.
Coincidence โ or markets reacting to rising geopolitical risk? ๐๐
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๐ฆ Fed Meeting: No Surprises, Bitcoin Dips
Yesterdayโs Federal Reserve meeting brought no surprises โ the interest rate was left unchanged at 3.75%. ๐
Following the decision, Bitcoin slowly drifted lower overnight, slipping toward the $88,000 level. ๐
Markets took the outcome calmly, with price action reflecting a typical โno news, no momentumโ reaction after a predictable Fed decision.
Yesterdayโs Federal Reserve meeting brought no surprises โ the interest rate was left unchanged at 3.75%. ๐
Following the decision, Bitcoin slowly drifted lower overnight, slipping toward the $88,000 level. ๐
Markets took the outcome calmly, with price action reflecting a typical โno news, no momentumโ reaction after a predictable Fed decision.
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