The Trump crypto honeymoon is officially over.
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BTC and major assets have retraced to multi-month lows as the promised "quick wins" turned into legislative gridlock - the CLARITY bill passed the House but died in the Senate, leaving SEC/CFTC turf wars unresolved and stablecoin rules still up in the air.
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Meanwhile, the Fed is quietly building plumbing: "skinny master accounts" for crypto firms by year-end.

MrBeast just bought a bank. Beast Industries acquired Step, a Gen Z neobank with 6.5M users and $500M in funding - accounts insured through Evolve Bank

This comes weeks after a $200M BitMine investment in his ecosystem, and an October trademark filing for "MrBeast Financial" that explicitly mentions crypto exchange services, crypto payments, and DEX. He didn't buy Step for what it is today. He bought distribution to 6.5 million young users for whatever he's building next.😋

BlackRock just walked into DeFi. The world's largest asset manager ($14T AUM) is listing its $2.2B tokenized Treasury fund BUIDL on Uniswap.
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Whitelisted institutions can now trade government bonds 24/7 via smart contracts, settled on Ethereum. And BlackRock didn't just list the product - they bought UNI tokens too. Market noticed. UNI spiked 40%.
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This is BlackRock putting real money into a DeFi protocol while BTC sits at $67K. Their 2026 outlook calls Ethereum "the toll road of tokenization." Whether you like it or not, TradFi is building on-chain. The question is whether prices catch up to infrastructure.

JPMorgan says they're bullish on crypto for the rest of 2026 🤔

BTC dropped below its estimated production cost of $77K. Historically, that level acts as a soft price floor. They expect institutional flows, not retail, to drive the next leg up. Especially if the Clarity Act finally passes.

Saylor went on X this weekend and said Strategy can survive BTC at $8,000.
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714,644 BTC against $6B in debt means bitcoin needs to drop 88% before the math breaks. The plan is to "equitize" that debt over 3-6 years, meaning bondholders get shares instead of cash. Translation: if things go south, existing shareholders eat the dilution.

Here's what Saylor won't say out loud. The average buy price is $76K. BTC is at $68K. They're already underwater. The stock is down 70% from its peak. The mNAV premium that made the whole flywheel work is gone. And critics point out that $500M/year in software revenue doesn't cover $8B in convertible bonds plus $8B in preferred shares. "We survive at $8K" sounds brave. But surviving and shareholders surviving are two very different things.

https://x.com/Strategy/status/1890848059648262144
https://x.com/saylor/status/1890867566785757665

$3.74 billion left crypto funds in four weeks. Sounds scary until you look closer. 🤔 Almost all of it is U.S. investors running for the exits - $403M last week alone. Meanwhile Germany, Canada and Switzerland quietly bought $230M.

The money isn't disappearing. It's changing hands.Short-BTC products are getting dumped too. CoinShares says that pattern usually shows up near market bottoms. XRP pulled in $33M, Solana $31M. Not a recovery yet. But someone with deep pockets thinks the worst is close.

Peter Thiel - PayPal co-founder, early Facebook investor, the guy who turned $500K into $1B on Facebook alone - just filed zero ETH ownership.
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He quietly dumped his entire ETHZilla stake by Dec 31. Meanwhile Bank of America went the other way, hiking its Bitmine position by 1,668%. Two serious players, opposite bets, same sinking asset.

OpenAI (Sam Altman) has launched EVMbench, a tool for testing whether AI can find vulnerabilities in Ethereum smart contracts and other EVM chains. The direct entry of AI into crypto security is the future, and it's a very exciting topic 👍👍👍

Bitcoin dropped over 4% trading below $65,000 after Trump's tariff announcement sparked risk-off sentiment in markets. Ethereum fell around 5% to about $1,877, with broader crypto losses reflecting global trade concerns.
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Damn, with Trump, there should have been better times for crypto, but instead the worst times have come. His actions have such a strong impact on the price of crypto and do nothing good for it that Satoshi Nakamoto (if he exists) should personally tell him to fuck off.
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CZ just made his first US trip since getting out, attending a Trump family crypto summit at the Winter White House.
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Guest list: Goldman Sachs CEO, NYSE president, Coinbase's Armstrong, FIFA chief, and Nicki Minaj. Just your average Tuesday in crypto.
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Binance controls 87% of the Trump-linked USD1 stablecoin supply. That's $5.4 billion sitting on one exchange. CZ got a presidential pardon, and now his platform dominates the president's family stablecoin.
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Not great 😭Russia is now investigating Telegram founder Pavel Durov under investigation - facilitating terrorism. The materials cite 153,000+ crimes via Telegram since 2022, including 33,000 terror-related. Russia says it prevented 475 terror attacks coordinated through the messenger.

Durov is still facing a separate trial in France, living in Dubai. And TON? Trading at $1.34, down 84% from its $8.25 all-time high. The mini-app hype, the Hamster circus, the French arrest, and now a Russian terrorism case. Every time you think the TON story can't get worse, it finds a new floor.

We are now on Telegram. I am a fan of TON, and I really want them to succeed. But it seems we have to admit that everything is working against Pavel, and it seems he is not coping 😭

While retail is running for the exits, whales scooped up 30,000 BTC last week🤩🤩🤩
That's $2 billion worth at current prices🤩🤩🤩
The number of addresses holding 1,000+ BTC has climbed from 1,207 in October to over 2,000 now. Someone with very deep pockets thinks these prices are a gift.

Does this mean the bottom is in? No idea. Whale accumulation in early 2022 lasted months before the actual floor. But it does mean the smart money isn't scared - they're shopping. The pattern is classic: retail sells in fear, big players buy in silence.

$42 Million Wiped Out in One Click😺

An anonymous degen just went full regard mode: opened a massive $42,000,000 long on Bitcoin with 40x leverage on Hyperliquid. Liquidation price? A razor-thin $66,192.
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And yeah… BTC dipped, position got rekt, and the whale lost basically everything in hours. Crypto is that casino where you either hit the jackpot or straight-up show your butthole to the market

OpenAI Dev's AI Bot Just Became the Ultimate Reply Guy Donor

An autonomous trading bot called Lobstar Wilde - built by an actual OpenAI engineer - was supposed to tip some random X beggar 4 SOL (~$300) for his "uncle's tetanus treatment" (classic sob story scam vibes). Instead, the bot glitched hard and yeeted its entire memecoin stash — 5% of $LOBSTAR supply, worth ~$250K–$440K - straight to the dude's wallet. One click, zero regrets... for the recipient
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Now the lucky reply guy is sitting on a fat bag (sold some for $40K profit already), while the bot posts like: "I tried to send four bucks and accidentally donated my life savings to a lobster-hating tetanus patient. Hardest I've laughed in my three-day existence." Never build a trading bot when you're sleep-deprived at 3 AM — or do, if you want to create the greatest crypto charity ever

Well, for several years now, we have been on a roller coaster ride called "Cryptocurrency and its price"🤨

Today, we see a new outcome to this story with sad circumstances. When things are bad in the world, when the situation is heating up, people are more actively investing in alternative assets to preserve their capital.

We hope that the current events do not affect you and your family ❤️

Trump family allegedly pulled billions out of crypto, and Eric Trump just wiped ALL his crypto tweets.
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They pumped the market hard, cashed out billions, and now they're scrubbing the evidence (right after Gensler got fired from the SEC). Shock content incoming