# Bitcoin Articoli collegati

Il Centro Notizie HTX fornisce gli articoli più recenti e le analisi più approfondite su "Bitcoin", coprendo tendenze di mercato, aggiornamenti sui progetti, sviluppi tecnologici e politiche normative nel settore crypto.

Decoding $155B stablecoin drop – 2 reasons why traders are abandoning risk assets

Stablecoin market capitalization dropped by $7 billion to $155 billion in late January, signaling a significant contraction in on-chain liquidity rather than a short-term fluctuation. This decline reduced available capital for crypto trading, causing Bitcoin and altcoins to struggle with weak buying interest. Two main reasons drove the trend: weakening demand for stablecoins led investors to convert holdings into fiat, withdrawing liquidity entirely, while increased regulatory pressure on issuers further constrained supply. Simultaneously, capital shifted toward traditional safe havens like gold and silver, which reached all-time highs amid rising risk aversion. The liquidity squeeze and regulatory uncertainty continue to pose headwinds for crypto risk assets.

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Decoding $155B stablecoin drop – 2 reasons why traders are abandoning risk assets

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Bitcoin Hashrate Slides As Foundry USA Loses 200 EH/s In US Cold Snap

The United States winter storm has significantly impacted Bitcoin mining, with Foundry USA, the world's largest mining pool, losing nearly 60% of its hashrate—dropping from 340 EH/s to 139 EH/s. This disruption contributed to a sharp decline in the total Bitcoin network hashrate, which fell from around 1,118 EH/s to a low of 668 EH/s. As a result, average block time has slowed to 12.28 minutes, exceeding the target 10-minute interval. The network is expected to adjust its Difficulty metric in response, with an estimated 18% reduction to compensate for the loss in mining power. Meanwhile, Bitcoin's price has declined 5.7% over the past week to around $87,700.

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Bitcoin Hashrate Slides As Foundry USA Loses 200 EH/s In US Cold Snap

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Tom Lee Sees Crypto Rebound After Precious Metals Cool

Tom Lee of Fundstrat predicts a cryptocurrency market rebound once the surge in gold and silver subsides. He attributes the current crypto underperformance to capital rotation into precious metals rather than weak fundamentals. Lee notes that crypto typically thrives with a weaker dollar and accommodative Fed policy but is still recovering from past deleveraging, reducing traders' leverage use. Meanwhile, geopolitical tensions and dollar weakness drive investors toward traditional safe havens like gold and silver. Lee believes crypto fundamentals are strengthening, citing growing institutional activity, infrastructure development, and his firm's increased Ethereum holdings. However, some analysts caution that crypto requires a return of risk appetite, not just dollar weakness, to rebound, as fear-driven flows favor traditional havens during uncertainty. Lee views this phase as a temporary pause, confident that Bitcoin and Ethereum will quickly catch up once metals consolidate and market leverage rebuilds.

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Tom Lee Sees Crypto Rebound After Precious Metals Cool

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Gold Is Soaring, Why Isn't 'Digital Gold' Bitcoin Acting as a Safe Haven?

An analysis by Francisco Rodrigues on CoinDesk explores why Bitcoin, often dubbed "digital gold," has not acted as a safe-haven asset during recent market turmoil, unlike traditional gold. While Bitcoin is theoretically designed to be a censorship-resistant "sound money," it has frequently been sold off during periods of uncertainty. For instance, since mid-January, Bitcoin fell 6.6% while gold rose 8.6%, approaching all-time highs. The key reason cited is Bitcoin’s high liquidity and 24/7 trading, which make it function like an "ATM machine" — investors quickly sell it to raise cash during stress. In contrast, gold’s lower liquidity often leads holders to retain it as a true store of value. Large holders’ behavior also differs: central banks are accumulating gold at record levels, providing structural support, while long-term Bitcoin holders have been selling, creating persistent downward pressure. The article concludes that Bitcoin and gold serve different hedging purposes. Gold is better for short-term risks like policy shifts or geopolitical tensions, whereas Bitcoin is more suited as a hedge against long-term systemic risks such as currency devaluation or sovereign debt crises. Market perception of risk duration determines which asset serves as the preferred safe haven.

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Gold Is Soaring, Why Isn't 'Digital Gold' Bitcoin Acting as a Safe Haven?

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Crypto Funds See Record Exodus: $1.7 Billion Leaves Market

Crypto investment products experienced a record weekly outflow of $1.73 billion, the largest since November 2025. The outflows were driven by fading hopes for interest rate cuts, weak price momentum, and crypto's failure to act as a reliable inflation hedge. Major issuers like BlackRock and Fidelity saw significant withdrawals, with the U.S. market accounting for nearly $2 billion of the movement. Bitcoin and Ether funds led the outflows, losing $630 million and $1.10 billion respectively, while some altcoins like Solana saw modest inflows. Despite the sell-off, market confidence appears unsettled rather than broken, with investors shifting strategies rather than fully exiting the market.

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Crypto Funds See Record Exodus: $1.7 Billion Leaves Market

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Crypto Capital Rotates To Metals: Silver Hits $100, Gold Touches $5K While Bitcoin ETFs Bleed

The crypto market is undergoing a significant stress test as Bitcoin and Ethereum decline, signaling a shift in global risk appetite. Capital is rotating away from digital assets toward traditional safe havens, with silver surging to $100 per ounce and gold approaching $5,000. This reflects a broader loss of confidence, with the US dollar also facing pressure. US Bitcoin ETFs recorded substantial weekly outflows of $1.33 billion, yet Bitcoin's price remains somewhat stable due to miner support. The current trend highlights a flight to safety, with investors favoring tangible metals over crypto assets in the uncertain macroeconomic environment.

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Crypto Capital Rotates To Metals: Silver Hits $100, Gold Touches $5K While Bitcoin ETFs Bleed

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Crypto Firm Entropy Calls It Quits, Plans Full Investor Refunds

Entropy, a crypto startup focused on decentralized custody and automation tools, is shutting down after four years. The company, backed by investors like Andreessen Horowitz and Coinbase Ventures, failed to achieve the growth and scalable business model required by its backers. CEO Tux Pacific announced the decision to wind down operations and return approximately $25–$27 million to investors. Despite multiple pivots and product changes, Entropy struggled to gain sufficient customer traction and revenue. The refund process will be handled formally, making this a relatively clean shutdown compared to other crypto failures. The founder may transition to a new field like medical research.

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Crypto Firm Entropy Calls It Quits, Plans Full Investor Refunds

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The Myth Of USD Weakness Boosting Bitcoin: Inflation, Liquidity, Or Fear Changes The Outcome

Bitcoin has declined below $87,000 amid ongoing selling pressure and macroeconomic uncertainty, raising questions about whether this is a temporary pullback or the beginning of a deeper correction. Concurrent US dollar weakness has revived the debate over whether a softer dollar inherently benefits Bitcoin. However, the relationship is not straightforward—it depends on the underlying cause of the dollar's decline. A weak dollar can support Bitcoin if it stems from inflationary pressures (promoting Bitcoin as "digital gold") or excess liquidity from rate cuts (driving capital into risk assets like crypto). But if the dollar weakens due to fear, risk aversion, or market stress—as seen recently with rumors of yen intervention—investors tend to flee to traditional safe havens like gold rather than Bitcoin. In such cases, Bitcoin behaves like a risk asset and falls alongside equities. Current outflows from Bitcoin ETFs reinforce that, in times of panic, investors still favor conventional refuges. For Bitcoin to rise, dollar weakness must coincide with risk appetite, not fear.

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The Myth Of USD Weakness Boosting Bitcoin: Inflation, Liquidity, Or Fear Changes The Outcome

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Crypto Morning Brief: Hong Kong Plans to Expand Gold Storage Capacity, Binance to Launch Tesla Stock Perpetual Contracts

Crypto Morning Brief: Hong Kong plans to expand gold storage capacity to over 2,000 tons within three years, aiming to become a globally trusted gold storage hub. In other news, Binance will launch a Tesla stock perpetual contract with up to 5x leverage on January 28. Market-wise, spot gold surged over 2%, breaking $5,100 per ounce. Trump announced increased tariffs on South Korean goods, raising rates from 15% to 25%. Hong Kong’s digital bank Mox Bank received regulatory approval to upgrade its license, allowing Bitcoin and Ethereum trading. BlackRock filed with the SEC to launch a Bitcoin yield ETF, aiming to generate income through call options. Security issues emerged: Aperture Finance and SwapNet suffered exploits resulting in ~$17M in losses due to unaudited smart contracts. SlowMist warned of exposed Clawdbot gateways risking API keys and private chats. Additionally, Hong Kong’s SFC flagged "Ju.com" as a suspicious crypto platform, and blockchain infra firm Zerohash is in talks for a $250M funding round at a $1.5B valuation. NEO’s co-founder publicly called for Da Hongfei to resign amid internal disputes.

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Crypto Morning Brief: Hong Kong Plans to Expand Gold Storage Capacity, Binance to Launch Tesla Stock Perpetual Contracts

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How Are the Two Major 'Coin Hoarding Whales' MSTR and BMNR Influencing the Crypto Market?

This analysis examines the corporate Bitcoin accumulation strategies of MicroStrategy (MSTR) and Bitmine Immersion Technologies (BMNR) and their profound impact on the crypto market in early 2026. MicroStrategy, under CEO Michael Saylor, has transformed into a Bitcoin holding vehicle. It recently executed its largest purchase in nine months, acquiring 22,305 BTC at ~$95,500 each. With a total holding of 709,715 BTC (avg. cost $75,979), its aggressive "21/21 Plan" utilizes leverage through equity and debt financing to buy BTC, making its stock a high-beta proxy for Bitcoin. This strategy offers massive upside if BTC rallies but carries significant liquidation risk if the price falls below a key threshold. In contrast, BMNR is positioning itself as the largest Ethereum treasury company, holding 4.2 million ETH. Its core strategy is "staking-first," with over 1.8 million ETH staked to generate an estimated $590 million in annual yield. This provides a defensive, income-producing model that reduces reliance on pure price appreciation. BMNR is also expanding into ETH ecosystem services and acquisitions. Together, these firms represent two paradigms: MSTR’s high-risk, high-reward leveraged model betting solely on Bitcoin's scarcity, and BMNR’s yield-generating, ecosystem-focused model for Ethereum. Their actions significantly influence the market. MSTR's large buys are seen as a bottom signal, boosting institutional confidence and ETF inflows. However, its leverage also amplifies downside risk. BMNR’s accumulation supports the narrative of ETH as a productive, yield-bearing asset. Long-term, these strategies could reshape corporate finance, pushing digital assets onto balance sheets. The success of this institutional experiment hinges on regulatory clarity and macroeconomic conditions over the next 12-24 months, poised between a new paradigm and a potential leverage-induced crisis.

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How Are the Two Major 'Coin Hoarding Whales' MSTR and BMNR Influencing the Crypto Market?

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