ADEEL TRADES

$ETH $BTC
RNS Number : 1408S Falconedge PLC 09 February 2026  
9 February 2026
Falconedge PLC
("Falconedge" or the "Company")
January Results - Bitcoin Yield
Falconedge PLC (AQSE: EDGE) is pleased to report the successful results from the second month of its Bitcoin Yield Strategy. This accumulated yield forms part of the Company's mission to build a transparent, compliant and income-generating framework for its corporate holdings.
January Balance Sheet Yield Highlights
The Company is pleased to report the following verified balance sheet allocation results for the January period:
January Bitcoin Yield: 1.88%
January Incremental Bitcoin Growth: 0.368524 BTC
Total Bitcoin Holdings: 19.878377 BTC
Fiat January Denominated Return: £21,161 (based on the closing BTC price as of 31 January 2026)
Results since Inception of Yield Generation Strategy (1 December 2025)
Accumulated Yield: 3.133%
Incremental Bitcoin Growth:  0.603874 BTC.
Fiat Denominated Return: £34,669 (based on the closing BTC price as of 31 January 2026)
Roy Kashi, CEO of Falconedge, commented:
"We are pleased to share the January allocation results with our shareholders. Despite challenging market sentiment, the Company has continued to deliver growth on its balance sheet in both Bitcoin and fiat-denominated terms.
As previously signaled, our priority remains the delivery of tangible, shareholder-accretive returns alongside our core business revenues, executed in a transparent and disciplined manner. These results from our first month of yield allocation, independently verified by NAV Consulting, underscore the strength of our treasury strategy and our ongoing commitment to prudent balance sheet enhancement."
Contacts
Falconedge
Harbor Access Investor Relations (US)                     
Roy Kashi, CEO
+44 (020) 382-70278
Roy@falconedge.co.uk
Jonathan Paterson, Investor Relations
+1 475 477 9401
Jonathan.Paterson@Harbor-access.com
Aquis Corporate Adviser and Joint Broker
AlbR Capital Limited
+44 207 469 0930
Corporate Brokers
Investor Relations (UK)
Fortified Securities
Tel +44 (0) 203 827 0278
Guy Wheatley
IR@falconedge.co.uk
guy.wheatley@fortifiedsecurities.com
+44 7493 989014
SI Capital
Sam Lomanto
sam.lomanto@sicapital.co.uk
+44 (0) 1483 413 500
The Directors of the Company accept responsibility for the contents of this announcement.
About Falconedge
Falconedge (AQSE: EDGE) provides turnkey hedge fund advisory services for asset and fund managers delivering expertise across fundraising, investor relations, DeFi and treasury strategy, and operational growth. Founded in 2025, Falconedge is positioned at the intersection of traditional finance and digital innovation. By integrating Bitcoin-native solutions with institutional advisory experience, the Company helps asset managers scale efficiently, attract capital, and deliver sustainable performance while creating asymmetric exposure opportunities for shareholders. By blending consulting expertise with Bitcoin as a strategic reserve asset, Falconedge seeks to scale client operations while creating asymmetric exposure opportunities for its shareholders. Please visit www.falconedge.co.uk, and follow the Company on LinkedIn and X.
Risk relating to Digital Assets
The Company's Digital Assets treasury management strategy exposes the Company to various risks associated with Digital Assets. Digital Assets such as Bitcoin are volatile and fluctuations in the price of such Digital Assets are likely to influence the Company's financial results and the market price of the Ordinary Shares. In addition to this, Bitcoin and other Digital Assets are subject to significant legal, commercial, regulatory and technical uncertainty which increases the inherent risk of material adverse effects on the Company's strategy of storing capital effectively and preserving value.
The Company intends to hold treasury reserves and surplus cash in Bitcoin and potentially other Digital Assets. Bitcoin is a type of cryptocurrency or crypto asset. Whilst the Board of Directors of the Company considers holding Bitcoin to be in the best interests of the Company, the Board remains aware that the financial regulator in the UK, the FCA, considers investment in Bitcoin to be high risk. It is important to note that an investment in the Company is not an investment in Bitcoin, either directly or by proxy. However, the Directors consider Bitcoin to be an appropriate store of value and growth for the Company's reserves and, accordingly, the Company is materially exposed to Bitcoin. Such an approach is innovative, and the Directors wish to be clear and transparent with prospective and actual investors in the Company on the Company's position in this regard.
The Company is neither authorised nor regulated by the FCA and cryptocurrencies (such as Bitcoin) are unregulated in the UK. As with most other investments, the value of Bitcoin can go down as well as up, and therefore the value of the Company's Bitcoin holdings can fluctuate. The Company may not be able to realise its Bitcoin exposure for the same as it paid in the first place or even for the value the Company ascribes to its Bitcoin positions due to these market movements. And because Bitcoin is unregulated, the Company is not protected by the UK's Financial Ombudsman Service or the Financial Services Compensation Scheme.
             Operating company with Bitcoin treasury model
Although the Company is a professional fund advisory business, and the management of the Company believes it offers a differentiated value proposition that combines its core advisory related operations with Bitcoin treasury exposure, investors may nevertheless erroneously view an investment in the Company primarily as a Bitcoin investment vehicle. They may choose to invest in alternative Bitcoin products for various reasons, including: (i) preference for "pure play" Bitcoin exposure without operational business risks; (ii) different tax treatment or regulatory structure; (iii) enhanced liquidity or trading characteristics; (iv) lower fees or expense ratios; or (v) different levels of transparency regarding Bitcoin holdings and net asset value calculations.
Unlike Bitcoin investment vehicles, the Company: (i) does not seek to track the value of Bitcoin or provide daily transparency regarding its Bitcoin holdings; (ii) is subject to the operational risks and capital allocation decisions of a diversified consultancy business; (iii) may use Bitcoin holdings for strategic purposes beyond pure investment returns; (iv) is subject to different regulatory requirements as an English domiciled consultancy company rather than an investment vehicle; and (v) may face conflicts between optimising Bitcoin returns and pursuing the Company's core business objectives. If the Company's combined business model is viewed favourably relative to pure Bitcoin exposure, the securities of the Company may trade at a premium. However, the market's sentiment relating to Bitcoin from time to time, the Bitcoin's valuation from time to time as well as to the Company's Bitcoin treasury strategy may increase the volatility of the Company's share price and could result in the Company's securities underperforming.
The Company's ability to expand its Bitcoin holdings relies heavily on raising equity and/or debt financing. If funds are unavailable or needed for operating costs or any interest costs instead, the Company may be unable to effectively grow its Bitcoin treasury. If the Company's cash flow were to become insufficient to pay any debt obligations, then this could lead to default and forced sale of the Company's assets.
The Company anticipates that a significant portion of its assets will be concentrated in its Bitcoin holdings at any given moment in time. The concentration of assets in Bitcoin limits the Company's ability to mitigate risk that could otherwise be achieved by holding a more diversified portfolio of treasury assets.
In addition, the Company has sought legal and regulatory advice from a leading English law firm as to its status under English financial regulation. As at the date of this document, the advice received is that the Bitcoin related activities of the Company should not require the Company to need to be authorised by, regulated by or otherwise registered with the FCA in the UK. Equally, the Company should not be considered an "alternative investment fund" for such regulatory purposes. In seeking such advice, the senior management of the Company has sought to act reasonably but understand that this is a largely untested area of a potentially complex and politically sensitive area of law and regulation in the UK. Accordingly, there can be no guarantee that the relevant regulatory authorities will agree with such conclusions. Any such development in this regard could adversely impact the Company.
            Security of the Company's data and Bitcoin
The Company is subject to a number of laws relating to privacy and data protection, including the UK's Data Protection Act 1988 and the Privacy and Electronic Communications (EC Directive) Regulations 2003 and the EU General Data Protection Regulation (GDPR). Such laws govern the Company's ability to collect, use and transfer personal information relating to its customers as well as its employees Despite controls to protect the confidentiality and integrity of customer information, the Company may breach restrictions or may be subject to attack from computer programmes that attempt to penetrate its network security and misappropriate confidential information.
Any perceived or actual failure to protect confidential data could harm the Company's reputation and credibility, reduce its sales, reduce its ability to attract and retain customers or result in litigation or other actions being brought against it or the imposition of fines.
Bitcoin is controllable only by the possessor of both the unique public key and private key(s) relating to the local or online digital wallet in which the Bitcoin is held. While the Bitcoin blockchain ledger requires a public key relating to a digital wallet to be published when used in a transaction, private keys must be safeguarded and kept private in order to prevent a third party from accessing the Bitcoin held in such wallet. To the extent the private key(s) for a digital wallet are lost, destroyed, or otherwise compromised and no backup of the private key(s) is accessible, neither the Company nor its custodians will be able to access the Bitcoin held in the related digital wallet. The Company cannot guarantee that its digital wallets, nor the digital wallets of its custodians held on its behalf, will not be compromised as a result of a cyberattack. The Bitcoin and blockchain ledger, as well as other digital assets and blockchain technologies, have been, and may in the future be, subject to security breaches, cyberattacks, or other malicious activities.
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#GoldSilverRally #WhaleDeRiskETH #BinanceBitcoinSAFUFund

$ETH The crypto market bears have strengthened since the start of the month as the top tokens, Bitcoin and Ethereum, have attracted significant selling pressure. While BTC price is feared to drop below $60,000, ETH is showing mixed but increasingly cautionary signals. Now that the Ethereum price is about to test one of the crucial support levels at $2000, the question arises whether the distribution phase is about to begin.
Ethereum Transfer Activity Hits 1.17 Million
On-chain data shows Ethereum transfer count has surged to 1.17 million, a level historically associated with late-cycle market behavior. Similar spikes were last seen near market tops in 2018 and 2021, periods that preceded sharp volatility and prolonged consolidations.

While high network activity is often interpreted as bullish, history shows that activity peaks without sustained price expansion can signal distribution. In such phases, large holders continue transacting, but price struggles to trend higher as supply gradually outweighs demand.
Notably, Ethereum’s price has failed to establish a strong upside continuation despite rising transfers, reinforcing the view that network usage is no longer translating into directional price strength.
ETH Price Drifts Toward a High-Liquidity Zone
At the same time, derivatives data highlights a dense liquidity cluster between $1,800 and $2,000, where a large concentration of leveraged positions sits. Liquidation heatmaps show this zone acting as a magnet for price, particularly during periods of weakening momentum.

As ETH moves closer to this range, downside liquidity becomes increasingly attractive from a market-structure perspective. In distribution environments, price often drifts toward areas with maximum liquidation potential, rather than breaking higher resistance levels. This setup suggests that short-term price action may remain reactive and volatility-driven, with sharp moves possible as leverage is flushed out.
What Traders Should Watch Next
Both charts combined indicate active participation with potential supply rotation with the probability of downside tests. The second-largest token now appears to be more vulnerable to liquidity-driven moves due to a lack of strong upside follow-through. These points hint towards a distribution phase where markets transition from momentum-driven to balance-seeking behaviour. 
Overall, the Ethereum ETHUSD price is not showing signs of panic or breakdown, but the data suggests the risk remains skewed to the downside in the near term.
 https://t.me/AdeelCryptoGold for join free signal please used must vpn for open this link
#WhenWillBTCRebound #WarshFedPolicyOutlook #WhaleDeRiskETH

$XRP
ما يجب معرفته:
فيتاليك بوتيرين يحذر من أن سلاسل EVM 'النسخ واللصق' تصل إلى طريق مسدود، داعياً المطورين لبناء ابتكارات تقنية حقيقية.
السوق يوجه تركيزه نحو المشاريع التي تحل التهديدات الوجودية مثل 'الحصاد الآن، فك التشفير لاحقاً' بدلاً من مجرد سرعة المعاملات.
BMIC تستخدم التشفير بعد الكم و ERC-4337 للقضاء على تعرض المفتاح العام، متماشية مع الطلب على حلول 'التكنولوجيا العميقة'.
المال الذكي يتخذ تدابير وقائية ضد تقادم التشفير المستقبلي من خلال استهداف البنية التحتية التي تؤمن الأصول ضد الحوسبة الكمومية.

Bitcoin BTCUSD price dropped by more than 22.5% in the past week to $69,000 on Thursday, wiping out 15 months of gains entirely. However, the downtrend may not be over, according to veteran trader Peter Brandt.
Key takeaways:
Brandt says “campaign selling” is pressuring BTC, with miners and ETFs also cutting exposure.A potential bottom zone is near $54,600–$55,000.

Bitcoin may drop another 10% as miners, ETFs cut BTC exposure
BTC’s decline left behind a sequence of daily lower highs and lower lows. Simply put, the lack of even modest rebounds suggests few traders are stepping in to buy the dip, at least for now.
This structure, according to Brandt, had “fingerprints of campaign selling,” a deliberate, sustained distribution by large institutions, not retail liquidation.

Onchain data supports Brandt’s outlook. For instance, as of Thursday, the BTC miner net position change metric was showing a clear shift into net distribution throughout January, with miners consistently sending more BTC to the market.

US spot Bitcoin ETFs also reduced their exposure, with net BTC balances falling to 1.27 million BTC as of Wednesday from 1.29 million at the beginning of the year.
The Coinbase premium, a barometer linked to institutional interest, also fell to yearly lows.

This distribution boosted Bitcoin’s chances of reaching its bear flag target of around $63,800, down 10% from current levels, as shown below, based on Brandt’s technical setup.

Bitcoin may bottom below $55,000
Bitcoin risks a deeper drop toward $54,600 amid continued institutional selling, according to onchain analyst GugaOnChain.
The downside target is aligned with the lower zone (red) highlighted in the BTC DCA Signal Cycle metric below. This zone reflects Bitcoin’s one-week to one-month realized price and helps identify periods when BTC is structurally undervalued.

In 2022, the signal turned bullish as BTC fell below the same red zone near $20,000, forming a bottom around the level, before rallying to over $30,000 a year later.
GugaOnChain said:
“The current price convergence toward the band signaling the start of the accumulation phase, situated around $54.6K, suggests we are in the critical transition between Capitulation and Accumulation.”
Meanwhile, another analysis highlights a potential accumulation window emerging after July 2026, based on historical lag effects between widening credit spreads and Bitcoin market bottoms.
#WhenWillBTCRebound #WarshFedPolicyOutlook #ADPDataDisappoints

$BTC Key points:
10x Research pointed to the unwinding of earlier cycle investments as a key driver.Peter Brandt described the move as campaign selling marked by steadily lower highs.Simply put, large-scale withdrawals might be tightening liquidity during a volatile period.
Bitcoin’s (BTC) price sank further on Wednesday night, hovering near $70,000 as traders speculated on why Bitcoin is dropping despite improving long-term narratives.
The apex cryptocurrency has fallen nearly 20% this year so far, and is trading 40% below its record high of over $126,000 seen in October. According to experts like Bitwise CIO Matt Hougan and Galaxy Digital CEO Mike Novogratz, this may be the tail-end of the crypto winter. 
Why Is Bitcoin’s Price Dropping?
Analysts at 10x Research stated that the current drawdown in Bitcoin's price is because of a broader reassessment of capital deployed earlier in the cycle, rather than a collapse in conviction around Bitcoin’s long-term role.
“Each cycle introduces new narratives and promoters, often successfully attracting billions and, in this cycle, tens of billions of dollars in capital for single investments,” the firm said in a note. “Ironically, it is the subsequent reassessment of these allocations by investors, and the unwinding of the capital raised, that is now exerting downward pressure on Bitcoin.”
Veteran trader Peter Brandt echoed that view, describing the selloff as methodical rather than disorderly. In a post on X, Brandt said Bitcoin’s eight-day pattern of lower highs and lower lows carried “all the fingerprints of campaign selling, not retail liquidation,” adding that such phases can persist without a clear signal for when they will end.
Withdrawals Add Another Layer of Pressure
Binance co-founder Yi He said members of the crypto community have initiated what she described as a “withdrawal campaign” on the world’s largest crypto exchange, encouraging users to move assets off trading platforms.
“Although the number of assets in Binance addresses has increased after the campaign was launched, I believe that regularly initiating withdrawals from all trading platforms is a very effective stress test,” Yi He wrote. 
Crypto Sentiment Sours Despite Long-Term Optimism
Broader market sentiment has deteriorated alongside the price action. “Feels like everyone just gave up on crypto,” crypto market water Lark Davis. “Metals and stocks were largely the better investments this cycle unless you got some big memecoin win. Bad times.”
On Stocktwits, retail sentiment around BTC dropped lower within ‘extremely bearish’ territory even as chatter remained at ‘extremely high’ levels. 

One user predicted that Bitcoin’s price may fall as low as $69,000 on Wednesday night.
https://www.stocktwits.com/Vlad_Put/message/644061244
Another anticipated a flash crash to $60,000.
https://www.stocktwits.com/Lazer_Ray/message/644060428
The latest move downward in Bitcoin’s price comes after the market anticipated the apex cryptocurrency would rise following the marked improvement in ISM Manufacturing PMI on Monday. The reading crossed 50, usually a necessary condition for the crypto bull run.

#ADPDataDisappoints #WhaleDeRiskETH #EthereumLayer2Rethink?

$ETH Crypto project Payy, which operates a privacy-focused wallet alongside a crypto banking card, has just launched a privacy-enabled Ethereum layer 2.
In an announcement via X on Wednesday, Payy said users can now integrate the network into their MetaMask accounts, and that all ERC-20 transfers made on it are automatically made private with “no smart contract changes required.” 
Payy said the two core types of users on its network would be institutions and fintech firms looking to bring “flows onchain without fear of analysis and exploitation,” and crypto natives looking to use privacy tools without “juggling multiple wallets.”
“Some of the largest stablecoin players are day 1 launch partners on Payy Network. We’ll be announcing them in the coming weeks,” Payy said. 
The network is compatible with any Ethereum Virtual Machine (EVM) wallet, and the project’s website indicates that the layer-2 is primarily geared toward “making stablecoins private,” despite also supporting all ERC-20 tokens. 

Following the announcement, Payy CEO Sid Gandhi also shared more details on X, noting that Payy is working to help large traditional finance institutions feel more comfortable moving capital onchain. 
“Nearly every bank, fintech, and enterprise is telling us the same thing: They cannot move real capital flows onchain if their financial data is exposed to the world,” he said.
In terms of Payy’s privacy, the layer 2 hosts private ERC-20 pools that users' transactions are automatically routed through when using wallets like MetaMask. This enables users to move funds from their normal wallets without the outside world seeing where the funds are going. 
Related: What Dubai’s ban on Monero and Zcash signals for regulated crypto
When interacting with decentralized finance apps and smart contracts, funds are withdrawn from the private pools to a new address.
Before this, Payy primarily provided its own privacy-focused wallet alongside a crypto banking card, which launched in mid-2025. The project claims to have racked up 100,000 users of its wallet services. 
There are already other L2s and protocols offering privacy services on Ethereum, such as Aztec Network and Railgun, which use similar methods to conceal transfer activity. 
Meanwhile, there are a host of privacy-focused tokens such as Zcash (ZEC) and Monero (XMR) that exploded in popularity in 2025 amid a crypto privacy sector boom last year. 
According to Payy, it aims to provide a point of difference by reducing the hurdles to maintaining privacy, such as managing multiple wallets or switching between multiple protocols. 
However, Payy is not the only one working on this. Cointelegraph reported in October that Ethereum developers were working on upgrading wallet privacy as part of the Kohaku roadmap. 
The goal of Kohaku is to reduce reliance on centralized parties that track transactions, while also including features such as private sending and receiving.
#WhaleDeRiskETH #ADPDataDisappoints #EthereumLayer2Rethink?

$BTC
لا تزال أسواق العملات الرقمية غير مستقرة بعد البيع الحاد الأخير، ولكن المحللين يقولون إن التطور الأكثر وضوحًا هو التفتت في السيولة والأداء عبر المواقع والأصول بدلاً من إعادة توجيه حاسمة.
انخفضت عملة البيتكوين بأكثر من 17% في الأسبوع الماضي وحده، ويتم التداول بالقرب من نفس المستويات كما في ليلة فوز الرئيس دونالد ترامب في الانتخابات، وفقًا لصفحة سعر The Block.
لقد قامت معظم سوق العملات الرقمية بتقليد انخفاض بيتكوين، مع انخفاض العملات الرئيسية مثل إيثريوم (ETH) وسولانا (SOL) وBNB جميعها بنسب مزدوجة الرقم على مدار الأسبوع الماضي.

$BTC
By Nate Wolf
You don't normally see a Wall Street firm slash its price target on a stock by 60% and keep a Buy rating intact. Then again, Strategy isn't a normal stock.
Canaccord Genuity reiterated a Buy rating on Strategy — the world's largest corporate holder of Bitcoin — in a research note Wednesday, but dropped its target to $185 from $474.
Strategy shares are in the doldrums, so the price reset was probably overdue. The stock was down 3.9% to $128.05 on Wednesday, putting it on track for its lowest close since Sept. 11, 2024, according to Dow Jones Market Data.
Bitcoin has plummeted to around $75,000 since reaching a record high above $126,000 in October. The price hit its lowest point in over a year on Tuesday. Strategy stock has fallen in kind, though its slump began even earlier. Shares are down 72% since last July.
So, why the Buy rating? That's all about Bitcoin, too.
Strategy and its executive chairman Michael Saylor pioneered the digital-asset treasury playbook, issuing a combination of equity and debt to buy up Bitcoin. Today the company owns 713,502 coins, worth about $53.6 billion.
Investors paid a premium sometimes worth more than twice the Bitcoin on Strategy's balance sheet for levered exposure to the token. But that multiple — known as the market to net asset value, or mNAV — is now around 1.06. And with Bitcoin dipping below Strategy's average purchase price of $76,052, some observers worry the company will have trouble meeting its debt and dividend obligations.
Cannacord is not among those skeptics: "MSTR shares remain a bit of lightning rod for media attention when BTC is weak. But the truth, in this analyst's opinion, is that the underlying business model here has been built thoughtfully to withstand even a harsh crypto winter," wrote the firm's Joseph Vani.
The company's holdings dwarf its $8 billion of convertible debt. And dividends on its preferred stock can be serviced by modest share sales, Vani argued.
Shareholders want Strategy stock to do more than just survive. To be worth buying at this point, it will need some help from Bitcoin itself. In Canaccord's view, the flagship cryptocurrency has been incorrectly treated as a risk asset rather than a store of value. As with most risk assets, weak momentum has spurred more selling, but that pullback could end soon.
"Bitcoin remains a compelling store of value, checking all key boxes (scarcity, verifiability, etc.)," Vani wrote. "Perhaps the modest silver lining here is that BTC as a risk asset may finally be close to being flushed, and we can get back to the long-term value proposition of being a compelling store of value."
Canaccord expects Bitcoin spot prices to rebound about 20% in 2026, though the timing on that prediction is difficult, Vani conceded. And don't expect Strategy to recapture its enormous mNAV premium any time soon. The firm thinks shares will get back to a relatively modest 1.25 multiple relative to the underlying Bitcoin assets.
Strategy will report fourth-quarter financial results on Thursday, though "what is more important than MSTR's quarterly print is the outlook for Bitcoin itself moving forward," Vani wrote.
Write to Nate Wolf at nate.wolf@barrons.com
This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.
#USIranStandoff #TrumpEndsShutdown #xAICryptoExpertRecruitment

$BTC Bitcoin may be entering a renewed bear market phase, according to as on-chain indicators, weakening institutional flows and tightening liquidity conditions point to broad structural downside risk.
In its latest Crypto Weekly Report, CryptoQuant said multiple on-chain metrics now confirm a bear market regime. The firm noted that Bitcoin peaked near $126,000 in early October, when its Bull Score Index stood at 80, signaling a strong bullish environment.
Bitcoin’s bear market is off to a weaker start than 2022.Since falling below the 365-day MA on Nov 12, 2025, is down 23% in 83 days, vs. just 6% over the same period in early 2022.Momentum is deteriorating faster this cycle. — CryptoQuant.com (@cryptoquant_com)
However, following the October 10 liquidation event, the index flipped bearish and has since fallen to zero, while BTC trades closer to $75,000. “This signals broad structural weakness,” CryptoQuant wrote.ETF Flows Turn From Tailwind to Headwind
CryptoQuant highlighted a material reversal in institutional demand, particularly through U.S. spot Bitcoin ETFs. At the same point last year, ETFs had purchased roughly 46,000 BTC, but in 2026 they have instead become net sellers, offloading around 10,600 BTC.
That shift represents a 56,000 BTC demand gap compared with 2025, contributing to persistent selling pressure across the market.U.S. Spot Demand Remains Subdued
Despite lower prices, CryptoQuant said U.S. investor participation remains weak. The Coinbase Premium — often used as a proxy for American spot demand — has stayed negative since mid-October.
Historically, sustained bull markets have coincided with a positive Coinbase Premium driven by strong U.S. buying. CryptoQuant noted that this pattern has not returned, suggesting retail and institutional dip-buying remains limited.Stablecoin Liquidity Shows First Contraction Since 2023
Liquidity conditions are also tightening, according to the report. CryptoQuant pointed to USDT’s 60-day market cap growth turning negative by $133 million, marking the first contraction since October 2023.
Stablecoin expansion peaked at $15.9 billion in late October 2025, and the reversal is consistent with liquidity drawdowns typically seen in bear markets.
The firm added that one-year apparent spot demand growth has collapsed 93%, falling from 1.1 million BTC to just 77,000 BTC, reinforcing the slowdown in new capital entering the market.Technical Breakdown Raises Downside Risk
CryptoQuant also warned that Bitcoin has broken below its 365-day moving average for the first time since March 2022. BTC has already declined 23% in the 83 days since that breakdown — a sharper move than the early stages of the 2022 bear market.
With key on-chain support levels now lost, CryptoQuant suggests Bitcoin could face further downside toward the $70,000–$60,000 range unless a new catalyst restores demand and liquidity.

ADPWatch #TrumpEndsShutdown #USIranStandoff

$SOL في عام 2025، كانت الرواية حول الخصوصية تهيمن عليها بشكل أساسي زكاش ($ZEC) ومونيرو (XMR).
لقد حقق المتداولون الذين احتفظوا بأي من هذين العملتين خلال سوق الدب الخصوصية 2023-2024 عوائد تصل إلى 10 أضعاف بحلول أواخر عام 2025.
على الرغم من أن سوق الخصوصية على الطبقة الأولى قد بدأ في التراجع، حيث يتم تداول كل من ZEC وXMR بعيداً عن أعلى مستوياتها على الإطلاق، يبدو أن نظام سولانا البيئي يتحول بشكل واضح نحو الخصوصية.
المفهوم المركزي للخصوصية الذي تم التعبير عنه في ورقة ساتوشي البيضاء الشهيرة لبيتكوين كان، لفترة طويلة، مظللاً في مجتمع سولانا من قبل "الخنادق" الخاصة بالميمكوين، وخاصة العام الماضي خلال جنون مضخات الألعاب، ولكن يبدو أنه الآن في طور أخذ المركز.