Bitcoin spot ETFs logged +$23 million inflows while Ethereum snapped a six-day losing streak with +$44 million, entirely via Blackrock’s ETHA.
BTC: reclaiming $112k–$115k range is key; the first attempt at $113k failed, but support at $111.4k sets the stage for another test.
All short-term realized vol metrics <30% since $107k low. This is a calm that rarely lasts, implying breakout risk.
US payroll benchmark revision showed –911k vs –700k expected, making a Fed cut almost certain. Japan’s MetaPlanet to raise $1.4 billion via new shares to expand BTC strategy.
SOL Strategies lists on Nasdaq under ticker STKE; treasury holds 435k SOL worth $94 million.
SEC Commissioner Caroline Crenshaw’s departure leaves the agency without a Democratic voice, strengthening Republican control and clearing the path for a more crypto-friendly regulatory agenda in 2026.
Geopolitical risks from Venezuela to Greenland are fading into the background as investors refocus on US data and Fed rate cuts, but turbulence in crypto markets shows risk appetite remains fragile.
