Circle's Q4 revenue jumps 77% YoY to $770M, driven by $733M reserve income. USDC circulation ends 2025 at $75.3B (+72%), on-chain vol $11.9T (+247%). Outpaces Ripple's RLUSD ($1.56B mcap). #USDC https://t.co/6SAVoirD26

Growing institutional interest in Strategy's preferred securities STRC/STRK (~11.25% yield, $3.4B issued) may lower cost of capital, challenging $5B MSTR short thesis (14% float). $2.25B cash reserve disclosed. Continues BTC buys. #MSTR $MSTR https://t.co/Xu6RpumsIs

Ethereum Foundation begins large-scale treasury staking, depositing 2,016 $ETH with plans to stake ~70,000 ETH total. All rewards return to treasury. Uses open-source Dirk for signing, Vouch for ops, Type 2 creds. $ETH fell from $1,920 to ~$1,820 in 24h. https://t.co/2LdtjlgBo1 https://t.co/wM54NhxfPx

CryptoQuant CEO Ki Young Ju says Bitcoin is in a “not digital gold” period after correlation with gold diverged since mid-2024. BTC crashed on Oct 10, 2025, with $19B liquidations, now at $63K (down 50% from peak). Gold hits records, mcap ~30x BTC's. https://t.co/fsDY2bDHCi https://t.co/dQ9gPpjrCA

BLS benchmark revision cuts 2023 payroll baseline by 862k jobs (NSA). Jan CPI at +0.2% m/m, 2.4% YoY. Markets reprice Fed cuts, real yields fall, $BTC up nearly 5% above $69K. BTC now tracks macro like bonds. #Bitcoin https://t.co/YvNhSDvhKC

Whale wallets holding 1,000–10,000 BTC replenished 230,000 BTC from December 2025 to early 2026, returning to pre-October levels. Net inflow of 98,000 BTC in the past 30 days, with exchange withdrawals reaching the fastest pace since end-2024. $BTC

Senior strategist Lin Alden on the Coin Stories podcast said: AI stocks' liquidity drain could push capital toward Bitcoin. BTC is down 46% from its October high of $126K, currently trading between $60K and $70K. NVIDIA has risen 35% over the past year. Watch for support at $60K–$65K. $BTC #AI

Macro strategist Lyn Alden on Coin Stories podcast: Frothy AI stocks could become “silly big,” prompting capital rotation to Bitcoin. BTC down 46% from $126k Oct high, trading mid-$60ks. Watch Nvidia earnings and $60-65k support. $BTC #AI

Bitcoin whales (1,000-10k BTC wallets) reaccumulated 230k BTC from Dec 2025 to early 2026, restoring pre-Oct levels. Past 30 days: ~98k BTC added amid strongest exchange withdrawals since late 2024. $BTC

The White House's third crypto and banking meeting proposed that stablecoin rewards be limited to active transactions, not idle balances, in response to bank concerns. The discussion was constructive, but no agreement was reached. Next steps: Bank feedback and follow-up meetings. #Stablecoin $USDC