<?xml version="1.0" encoding="utf-8"?> <rss version="2.0"> <channel> <title>Bitcoin Today - Bitcoin News Curated and Powered by AI</title> <link>https://www.bitcointoday.app</link> <description>Get daily updates on Bitcoin's price, market trends, analysis, and breaking news curated and powered by AI - all digestible in minutes. Make BitcoinToday.app your one-stop shop for staying informed in the fast-paced world of Bitcoin.</description> <lastBuildDate>Sat, 17 Jan 2026 17:52:36 GMT</lastBuildDate> <docs>https://validator.w3.org/feed/docs/rss2.html</docs> <generator>https://github.com/jpmonette/feed</generator> <language>en</language> <image> <title>Bitcoin Today - Bitcoin News Curated and Powered by AI</title> <url>https://www.bitcointoday.app/images/logo-512.png</url> <link>https://www.bitcointoday.app</link> </image> <copyright>All rights reserved 2024, BitcoinToday.app</copyright> <category>Bitcoin News</category> <item> <title><![CDATA[Vitalik Buterin's Bold Vision: 2026 Marks Ethereum's Comeback to Self-Sovereignty and Trustlessness]]></title> <link>https://www.bitcointoday.app/article/vitalik-buterins-bold-vision-2026-marks-ethereums-comeback-to-self-sovereignty-and-trustlessness</link> <guid>vitalik-buterins-bold-vision-2026-marks-ethereums-comeback-to-self-sovereignty-and-trustlessness</guid> <pubDate>Sat, 17 Jan 2026 08:01:10 GMT</pubDate> <description><![CDATA[**Vitalik Buterin has pledged that 2026 will be the year the Ethereum community begins to reverse the 'backsliding' of personal autonomy in crypto.** In a recent X post, Buterin declared, **'2026 is the year that we take back lost ground in terms of self-sovereignty and trustlessness.'** This announcement signals a major shift for Ethereum, focusing on reclaiming core values that have eroded over time. ### Key Improvements on the Horizon Buterin outlined several critical areas for enhancement: - **Boosting onchain privacy** through initiatives like the **Kohaku effort** at the Ethereum Foundation. - Making it easier to **run a full node**, **use dapps**, and **take control over personal data**. - Implementing **social recovery wallets and timelocks** to prevent loss of funds from misplaced seed phrases, a feature that started gaining traction with **EIP-7702** during Ethereum's Pectra upgrade. - Improving **privacy UX** to enable private payments with the same ease as public ones. ### Ongoing Efforts and Future Upgrades Ethereum developers have been laying the groundwork for these improvements, targeting upcoming upgrades like **Glamsterdam**. The Ethereum Foundation has refocused its **Privacy Cluster** and is working on the **Kohaku wallet framework**. Other proposals, such as **ERC-4337 for account abstraction** and **FOCIL**, aim to enhance censorship resistance. Buterin emphasized the importance of using **dapps from onchain UIs with IPFS** to avoid reliance on trusted servers, which could compromise asset recovery or security. He also highlighted tools like the **Helios client**, which allows trustless interaction with Ethereum without running a full node, and cryptographic techniques like **Oblivious RAM (ORAM)** and **Private Information Retrieval (PIR)** to prevent privacy leaks. ### Addressing Past Compromises Buterin acknowledged that Ethereum has seen **serious backsliding** in recent years, with nodes becoming harder to run, dapps leaking data, and increased centralization in block building. He stated, **'In 2026, no longer. Every compromise of values that Ethereum has made up to this point... we are making that compromise no longer.'** This vision aims to restore Ethereum's foundational principles, ensuring it remains a robust and user-centric ecosystem.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>ethereum</category> <category>vitalikbuterin</category> <category>privacy</category> <category>blockchain</category> <category>decentralization</category> <enclosure url="https://www.tbstat.com/wp/uploads/2024/10/20241001_Vitalik_News-1200x675.jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[Robinhood's Crypto Expansion: 50 Tokens Now Available for U.S. Investors – Here Are the Top 3 Picks]]></title> <link>https://www.bitcointoday.app/article/robinhoods-crypto-expansion-50-tokens-now-available-for-us-investors-here-are-the-top-3-picks</link> <guid>robinhoods-crypto-expansion-50-tokens-now-available-for-us-investors-here-are-the-top-3-picks</guid> <pubDate>Sat, 17 Jan 2026 15:01:08 GMT</pubDate> <description>< **Bitcoin** is my top choice due to the **digital gold narrative**. With a finite supply of 21 million tokens, most already mined, it benefits from favorable supply-and-demand dynamics. Although Bitcoin sometimes trades like a high-beta tech stock, its perception as a hedge against economic uncertainty makes it worth owning.  Mounting U.S. debt and the Federal Reserve's monetary policies could weaken the U.S. dollar, potentially making **Bitcoin** a form of portfolio diversification. It's also likely to see increased institutional adoption as Wall Street grows more comfortable with crypto. The other two favorites are **Ethereum** and **Solana**. Both use the energy-efficient **proof-of-stake consensus mechanism**, where investors stake coins to validate transactions and earn rewards. **Solana** enhances this with the **proof-of-history mechanism**, applying timestamps to transactions to boost speed and scalability, potentially processing thousands of transactions per second. In my view, **Ethereum** and **Solana** are prime for integrating **blockchain technology** and **smart contracts** into society, with use cases like issuing stablecoins or tokenizing assets. More network activity could drive token demand. While Solana has technical strengths, Ethereum benefits from first-mover advantage.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>robinhood</category> <category>cryptocurrency</category> <category>bitcoin</category> <category>ethereum</category> <category>solana</category> <enclosure url="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F851010%2Fgettyimages-2192542048.jpg&w=1200&op=resize" length="0" type="image//image/"/> </item> <item> <title><![CDATA[Crypto Card Spending Explodes to $18 Billion: Visa Dominates as Digital Payments Go Mainstream]]></title> <link>https://www.bitcointoday.app/article/crypto-card-spending-explodes-to-18-billion-visa-dominates-as-digital-payments-go-mainstream</link> <guid>crypto-card-spending-explodes-to-18-billion-visa-dominates-as-digital-payments-go-mainstream</guid> <pubDate>Fri, 16 Jan 2026 21:01:08 GMT</pubDate> <description><]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>cryptocards</category> <category>visa</category> <category>stablecoins</category> <category>digitalpayments</category> <category>bitcoin</category> <enclosure url="https://blog.tipranks.com/wp-content/uploads/2026/01/aaa-75-750x406.jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[The Dark Side of Crypto: How Unregulated Digital Assets Fuel Political Corruption and Harm Ordinary Investors]]></title> <link>https://www.bitcointoday.app/article/the-dark-side-of-crypto-how-unregulated-digital-assets-fuel-political-corruption-and-harm-ordinary-investors</link> <guid>the-dark-side-of-crypto-how-unregulated-digital-assets-fuel-political-corruption-and-harm-ordinary-investors</guid> <pubDate>Fri, 16 Jan 2026 15:01:08 GMT</pubDate> <description><![CDATA[## The Unregulated Crypto Industry: A Breeding Ground for Corruption Cryptocurrency, once viewed with skepticism by many political leaders, has become a powerful tool for **political corruption** and a source of unprecedented financial power for those in office. This new financial frontier is reshaping American politics while leaving ordinary investors vulnerable to devastating losses. ### A Victim's Story: $3 Million Vanished Overnight Brandon LaRoque, a veteran and former bar owner from Raleigh, North Carolina, discovered his life savings had disappeared from his cryptocurrency wallet. "I clicked on the app, and I noticed that my XRP had all been just disappeared," he recounted. "1,210,000 XRP. It was worth approximately $3 million. It was our life savings." LaRoque's experience highlights the **lack of consumer protections** in the crypto space. When he contacted law enforcement, he found no cybercrimes units equipped to handle his case, and the FBI offered little hope of recovery. "I think there's, like, less than a 1 percent chance of getting any of our crypto back," he said. ### The Regulatory Rollback and Political Profiteering President Donald Trump, who once called bitcoin "seems like a scam," has since made a dramatic reversal. His administration has **rolled back regulation** of the crypto industry while he and his family have earned billions from their own crypto ventures. **World Liberty Financial**, a cryptocurrency platform created by Trump, his sons, and external partners in August 2024, has become particularly controversial. The platform sells WLFI tokens that "don't really do much, but allow people to buy favor with the president, essentially," according to crypto researcher Molly White. ### Buying Influence and Evading Justice The connections between crypto investments and political favors have become alarmingly clear: * **Justin Sun**, a foreign national prohibited from contributing to U.S. campaigns, made a $75 million purchase of WLFI tokens. Shortly after, his SEC lawsuit alleging fraud was paused and essentially dropped. Trump and his family take a 75 percent cut of token sales. * **Coinbase** spent millions on political contributions, including sponsorship of Trump's military parade and $1 million to his inauguration fund. After Trump took office, the SEC enforcement case against them was dismissed with prejudice. "We're talking **billions of dollars** at this point" in profits for the Trump family from crypto businesses, White estimates. ### The Scale of Consumer Losses Molly White maintains a running tally of money lost in crypto schemes and scams since 2021. "The running total on my website for the money that's been lost is almost **$80 billion**, and that's actually a very conservative estimate," she revealed. These losses stem from various risks in the unregulated crypto space: * **"Rug pulls"** where creators artificially inflate token prices before selling everything * **Exchange collapses** like FTX in 2022 * **Direct theft** through hacking * **Lack of insurance** or government protection for deposits ### Crypto's Role in Undermining Democracy The crypto industry has become a **major political force**, spending unprecedented amounts to influence elections: * Over **$150 million** contributed to pro-cryptocurrency super PACs in 2024 * Approximately **$130 million** spent influencing congressional races * At one point, almost **half of all corporate spending** came from the cryptocurrency industry "The industry saying, 'If you don't support us, we are going to crush you with millions and millions of dollars,'" White described. This spending often targets pro-consumer protection legislators, with plans already underway for the 2026 midterms. ### The "Bitcoin Strategic Reserve" and Government Speculation The Trump administration has created a **"Bitcoin Strategic Reserve"** and **"Digital Asset Stockpile"** through executive order. These initiatives take crypto assets seized through law enforcement and pledge to hold them rather than sell them, essentially having the U.S. government engage in crypto speculation. This creates concerning possibilities: * **Reduced congressional oversight** over government spending * **Potential slush funds** for presidential use without allocation approval * **Government endorsement** of specific crypto assets driving market demand ### International Parallels: El Salvador's Failed Experiment El Salvador's experience with making bitcoin a national currency offers a cautionary tale. President Nayib Bukele unilaterally decided to create a national bitcoin fund, forcing businesses to accept cryptocurrency and citizens to download crypto wallets. "It was ultimately not very beneficial to Salvadoran people," White explained. "There were technical problems with the bitcoin wallet... that resulted in people's assets being stolen from them. It was, frankly, fairly disastrous." ### The Revolving Door and Regulatory Capture The Trump administration has installed former crypto industry executives in regulatory positions, creating a **revolving door** between the industry and its supposed overseers. Executive orders have instructed the SEC, CFTC, and Department of Justice to "back off from the cryptocurrency industry." ### The Future of Crypto in Politics As the 2026 elections approach, the crypto industry shows no signs of reducing its political involvement. New super PACs have already committed to spending **$100 million** in the midterms, with politicians openly encouraging the industry to "fire the legislators that are in your way." The anonymity of cryptocurrency transactions also raises concerns about **foreign influence** and **untraceable political contributions**, potentially creating new channels for corruption that bypass traditional campaign finance laws.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>corruption</category> <category>regulation</category> <category>politics</category> <category>bitcoin</category> <category>scams</category> <enclosure url="https://cdn.theatlantic.com/thumbor/9O91yGGIaCUNFEOOWW_GfLUou98=/0x43:2000x1085/1200x625/media/img/mt/2025/12/EP2_bit_coin_16x9/original.jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[Crypto Mania Returns: How MSTR, BMNR, and COIN Stocks Are Poised to Ride the Next Wave]]></title> <link>https://www.bitcointoday.app/article/crypto-mania-returns-how-mstr-bmnr-and-coin-stocks-are-poised-to-ride-the-next-wave</link> <guid>crypto-mania-returns-how-mstr-bmnr-and-coin-stocks-are-poised-to-ride-the-next-wave</guid> <pubDate>Fri, 16 Jan 2026 08:01:08 GMT</pubDate> <description>< The macro backdrop is amplifying the long-term crypto narrative. Iran’s rial collapsed overnight and is now barely usable abroad, serving as a real-time reminder of **fiat fragility** and reinforcing the case for **BTC**. Meanwhile, spot ETFs, always-on derivatives markets, and early tokenized products are pulling ETH deeper into mainstream finance and institutional asset-allocation workflows. If this marks the first chapter of a new up-cycle, **Strategy (MSTR), BitMine (BMNR), and Coinbase (COIN)** provide three distinct ways to position for the rebound. ## Strategy (NASDAQ:MSTR) Strategy has become a listed **Bitcoin vacuum cleaner**. Today, it controls roughly **687,410 BTC**, after adding 13,627 coins in its largest weekly purchase, funded once again mainly with at-the-market equity and perpetual preferred issuance. The key variable here is the stock’s premium relative to the value of the coins. For most of the second half of last year, the premium investors were willing to pay for MSTR compressed. Even so, the stock still trades above NAV at about 1.1x today, meaning **Bitcoin accumulation remains accretive** on a per-share basis even when funded through common stock issuance. As long as Bitcoin appreciates by more than roughly 10%-13% per year, which is the cost of capital for preferreds, BTC accumulation from this capital-raising avenue should be accretive and generate value.  While MSTR will continue to be incredibly volatile, if you want public-equity exposure to a team that has shown it will use capital markets relentlessly to keep adding BTC through thick and thin, the stock remains the loudest **“applified BTC” pure-play**. ### Is MSTR Stock a Buy, Hold, or Sell? Analyst sentiment remains quite positive on Strategy. The stock carries a **Strong Buy** consensus rating, based on 121 Buy and two Hold ratings on Wall Street. No analyst rates the stock a Sell. Also, **MSTR’s average stock price target of $448.18** implies ~156% upside potential over the next twelve months.  That said, and coming from someone who remains bullish on the stock, this price target should be taken with a grain of salt, as it is of limited significance given the far more dynamic nature of the business. ## BitMine (NYSE:BMNR) BitMine Immersion Technologies has been steadily building a large **ETH position** rather than adopting the maximalist posture you see with MSTR. It now reports holding about **4.17 million ETH**, or roughly 3.4 to 3.5 percent of total supply, plus a smaller BTC position and enough cash, for a total crypto and cash balance of around $14 billion. Mining, consulting, and power hosting increasingly exist to support that Ethereum-centric treasury rather than to define the business. The twist is that BitMine is not content to let that ether sit idle. It has staked over a million ETH already and has recently made additional deposits, bringing total staked balances to the 1.25–1.5 million range as it builds out its **“Made in America” MAVAN validator network**. With staking yields in the low single digits, that kind of position could still generate something like high eight-figure or even low nine-figure annual rewards, assuming ETH prices and network conditions stay roughly where they are. And for a company this exposed to crypto, the balance sheet looks surprisingly clean. Balance-sheet risk looks non-existent for a company this exposed to crypto. The company is essentially debt-free, so there is no liquidation risk even if Ethereum experiences significant drops. In the meantime, management claims that share issuances to continue stacking ETH occur above NAV. Thus, similar to MSTR, they are accretive to common shareholders. Therefore, if you are looking to buy into the **“tokenize everything” idea** and think Ethereum remains the core settlement layer, BMNR is a concentrated way to express that view. ### Is BMNR Stock a Good Buy? On Wall Street, BMNR stock features a **Moderate Buy** consensus rating, based on two Buy ratings. Not a single analyst rates the stock a Hold or a Sell, though coverage remains rather limited. Also, **BitMine’s average stock price target of $43** implies ~35% upside potential over the next 12 months. However, for the same reasons discussed in the MSTR case, this price target should be treated with caution.  ## Coinbase (NASDAQ:COIN) Where MSTR and BMNR are asset-level conviction bets, **Coinbase is the infrastructure trade**. Last year, it became the first crypto-native member of the **S&P 500 (SPX)**, forcing index trackers to own at least a slice of the sector and giving the company a different kind of Wall Street credibility. In addition, it closed the acquisition of derivatives heavyweight Deribit and launched 24/7 CFTC-regulated futures in the U.S., bringing spot, futures, perpetuals, and a major options business under one listed roof. Management’s ambition is to turn that roof into an **“everything exchange”** where users can trade crypto, tokenized stocks, ETFs, and regulated prediction markets inside a single app. In practical terms, this is already evident in zero-commission U.S. stock and ETF trading for eligible users and in an expanding lineup of perpetual contracts. It’s also showing in the agreement to acquire The Clearing Company to accelerate its push into prediction markets. All of this aligns with Coinbase’s broader institutional view that, by 2026, crypto will have faded into the background and become simple market infrastructure rather than a standalone product.  Surely, none of this makes COIN a low-drama hold. Even with the SEC case behind it, the company is not completely out of the woods on the regulatory front, and its earnings are still heavily tied to trading volumes and spreads. That means the stock can trade like a high-beta bet on risk appetite when markets turn ugly. But for investors who think more assets, more trading, and more institutional flows are heading onto on-chain rails and 24/7 markets, owning the biggest listed gateway to that system is a defensible, if jumpy, way to play it. ### Is COIN Stock a Good Buy? On Wall Street, Coinbase stock has a **Moderate Buy** consensus rating, based on 18 Buy, seven Hold, and one Sell ratings. Also, **COIN’s average stock price target of $352.08** implies ~36% upside potential over the next 12 months.  Whether you prefer Bitcoin maximalism, an Ethereum yield-bearing treasury, or picks-and-shovels infrastructure, the common thread is that **crypto is reasserting itself as a macro asset class**. Volatility will remain high, but the direction of travel is clear: more institutional adoption, greater financialization, and more ways for public-market investors to participate.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>bitcoin</category> <category>ethereum</category> <category>stocks</category> <category>investing</category> <category>market</category> <enclosure url="https://blog.tipranks.com/wp-content/uploads/2026/01/shutterstock_1194482860-750x406.jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[TD Cowen Slashes Strategy Price Target to $440 Amid Bitcoin Yield Concerns - What Investors Need to Know]]></title> <link>https://www.bitcointoday.app/article/td-cowen-slashes-strategy-price-target-to-440-amid-bitcoin-yield-concerns-what-investors-need-to-know</link> <guid>td-cowen-slashes-strategy-price-target-to-440-amid-bitcoin-yield-concerns-what-investors-need-to-know</guid> <pubDate>Thu, 15 Jan 2026 08:01:08 GMT</pubDate> <description><![CDATA[## Investment Bank Adjusts Outlook on Strategy (Formerly MicroStrategy) Analysts at investment bank **TD Cowen** have revised their one-year price target for bitcoin treasury company **Strategy** (formerly MicroStrategy) downward to **$440** from $500. This adjustment reflects a **weaker outlook for bitcoin yield**, attributed to dilution from continued equity and preferred stock issuance. ### Revised Bitcoin Acquisition Forecast Led by managing director **Lance Vitanza**, the analysts now project that Strategy will acquire approximately **155,000 bitcoins** in fiscal year 2026, a significant increase from the prior estimate of 90,000. However, this accelerated accumulation is expected to be funded through a greater mix of common and preferred equity, which the analysts warn will dilute bitcoin yield—defined as the percentage change in bitcoin held per fully diluted share. ### Yield Projections and Financial Impact For FY26E, the analysts now model a **7.1% bitcoin yield**, down from their previous estimate of 8.8% and a substantial drop from 22.8% for FY25A. This translates to a **BTC $ Gain of $6.315 billion** for FY26E, compared to $9.4 billion previously. The $440 price target is based on an unchanged 5x multiple. ### Future Reversal Expected The analysts anticipate a reversal in fiscal 2027, with bitcoin yield accelerating to **8.1%** (versus 6.6% prior) and BTC $ Gain rising to over **$13.5 billion** (versus $10.150 billion prior). BTC $ Gain is defined as the U.S. dollar value of bitcoins acquired without increasing the company’s fully diluted share count. ### Aggressive Strategy Amid Bitcoin Pullback Strategy has **aggressively leaned into the recent pullback in bitcoin prices**, rather than slowing its treasury activity. In the week ended Jan. 11, the company issued about 6.8 million shares of common stock and roughly 1.2 million shares of its variable-rate STRC preferred stock, raising approximately **$1.25 billion in total**. Nearly all proceeds were used to purchase an additional **13,627 bitcoins**. ### Rationale Behind the Move The analysts noted that Strategy could have slowed its pace given the near-zero bitcoin premium, but instead chose to **take advantage of what many believe is a temporary depression in bitcoin prices**. Because the latest purchases were funded largely through equity issued close to parity, the transactions generated scant bitcoin yield. This move only makes sense if bitcoin prices recover meaningfully—a scenario the analysts deem likely due to increasingly favorable macro and regulatory factors. ### Long-Term Outlook and Price Targets Looking ahead, the analysts expect Strategy to remain aggressive in issuing equity and preferred securities as long as bitcoin prices stay depressed. They continue to model bitcoin reaching around **$177,000 by December 2026** and approximately **$226,000 by December 2027**. A reversal in yield dynamics is expected in fiscal 2027 as higher prices improve the accretion profile of future purchases. ### Constructive View Despite Target Cut Despite the lower yield outlook and price target reduction, the analysts maintain a **constructive view on Strategy as a vehicle for bitcoin exposure**. They see opportunities across the company’s capital structure, including all five tranches of preferred stock, which they believe can offer a combination of income generation and capital appreciation. For example, the senior STRF preferred shares imply a potential internal rate of return of around **30%** based on yield compression and fixed dividends. ### Index Inclusion Developments The analysts also addressed recent developments around index inclusion, noting that **MSCI** earlier this month decided not to proceed, for now, with excluding bitcoin treasury companies like Strategy from its indexes. This is viewed as a positive near-term development, though longer-term uncertainty remains. The analysts expressed concern that large customers like BlackRock, which benefit from selling spot bitcoin ETPs, might view public bitcoin treasury companies as competitors, potentially influencing future decisions. ### Disclaimer *This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.*]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>strategy</category> <category>bitcoin</category> <category>tdcowen</category> <category>pricetarget</category> <category>yield</category> <enclosure url="https://www.tbstat.com/wp/uploads/2025/03/20250304_Strategy_News_2-1200x675.jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[IBIT ETF Dips 1.13% Today: What's Driving the Bitcoin ETF's Performance?]]></title> <link>https://www.bitcointoday.app/article/ibit-etf-dips-113-today-whats-driving-the-bitcoin-etfs-performance</link> <guid>ibit-etf-dips-113-today-whats-driving-the-bitcoin-etfs-performance</guid> <pubDate>Thu, 15 Jan 2026 21:01:09 GMT</pubDate> <description>< Based on the activity of **848,151 investors** in the recent quarter, the IBIT has a **below-sector-average Neutral investor sentiment**. Overall, **1.8% of all portfolios** hold the IBIT. ### Market Context and External Factors This performance comes amid mixed signals in the broader cryptocurrency market. Bank **JPMorgan (JPM)** estimated that **$130 billion flowed into digital assets in 2025**, a **third more than in 2024**, driven by retail investors and corporate strategies. However, sentiment was negatively impacted by a **delay in the U.S. Senate Banking Committee's crypto market structure bill**.  Investors are closely watching these developments as they navigate the evolving landscape of Bitcoin ETFs and regulatory changes.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>ibit</category> <category>bitcoinetf</category> <category>technicalanalysis</category> <category>marketsentiment</category> <category>regulation</category> <enclosure url="https://blog.tipranks.com/wp-content/uploads/2026/01/BITTLERE-750x406.jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[Bitcoin + Gold Portfolio Crushes Traditional 60/40 Strategy: Ray Dalio's 15% Hedge Thesis Validated]]></title> <link>https://www.bitcointoday.app/article/bitcoin-gold-portfolio-crushes-traditional-60-40-strategy-ray-dalios-15-hedge-thesis-validated</link> <guid>bitcoin-gold-portfolio-crushes-traditional-60-40-strategy-ray-dalios-15-hedge-thesis-validated</guid> <pubDate>Wed, 14 Jan 2026 15:01:11 GMT</pubDate> <description><![CDATA[## Bitcoin and Gold: The Ultimate Portfolio Combo In a groundbreaking analysis, **Bitwise Chief Investment Officer Matt Hougan** revealed research showing that portfolios combining **bitcoin and gold** deliver superior **risk-adjusted returns** compared to traditional allocations. ### The Numbers Don't Lie Bitwise's research team found that a **15% combined allocation** to bitcoin and gold produced a **Sharpe ratio nearly three times higher** than a standard 60/40 portfolio over the past decade. According to their calculations: - **Bitcoin+Gold portfolio**: Sharpe ratio of 0.679 - **Traditional 60/40 portfolio**: Sharpe ratio of 0.237 - **Gold-only portfolio**: Sharpe ratio of 0.436 ### Stress-Testing Ray Dalio's Recommendation This research directly tests the recent recommendation from **Bridgewater Associates founder Ray Dalio**, who suggested a 15% combined allocation to gold or bitcoin as a hedge against **dollar debasement** from federal debt and deficit spending. ### Defense in Drawdowns, Offense in Recoveries Bitwise analyzed four major market drawdowns using Bloomberg data: **2018 Drawdown** - Equities: -19.34% - Bitcoin: -40.29% - Gold: +5.76% **2020 COVID-19 Drawdown** - Equities: -33.79% - Bitcoin: -38.10% - Gold: -3.63% **2022 Drawdown** - Equities: -24.18% - Bitcoin: -59.87% - Gold: -8.95% **2025 Drawdown** - Equities: -16.66% - Bitcoin: -24.39% - Gold: +5.97% ### The Recovery Power Where bitcoin truly shines is in recovery phases: **Post-2018 Recovery** - Bitcoin: +78.99% - Gold: +18.14% **Post-2020 Recovery** - Bitcoin: +774.94% - Gold: +111.92% - Equities: +77.80% **Post-2022 Recovery** - Bitcoin: +40.16% - Gold: +17.53% - Equities: +22.82% ### Current Recovery Data For the ongoing recovery from the 2025 drawdown (as of analysis): - Equities: +38.65% - Gold: +44.79% - Bitcoin: +14.04% *Note: The full one-year post-drawdown period doesn't conclude until April 2026.* ### The Bottom Line Bitwise Senior Investment Strategist Juan Leon and Quantitative Research Analyst Mallika Kolar concluded: "Often, the question of gold vs. bitcoin is framed as either/or. As the data shows, historically the best answer is 'both.'" The research demonstrates that while gold provides **defensive cushioning** during market downturns, bitcoin delivers **explosive offensive power** during recoveries, creating a powerful combination for portfolio construction.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>bitcoin</category> <category>gold</category> <category>portfolio</category> <category>dalio</category> <category>hedge</category> <enclosure url="https://www.tbstat.com/wp/uploads/2019/10/shutterstock_703031917-1-1013x675.jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[NYC Mayor's Anti-Hate Memecoin Plunges in $1M Rug Pull Scandal]]></title> <link>https://www.bitcointoday.app/article/nyc-mayors-anti-hate-memecoin-plunges-in-1m-rug-pull-scandal</link> <guid>nyc-mayors-anti-hate-memecoin-plunges-in-1m-rug-pull-scandal</guid> <pubDate>Wed, 14 Jan 2026 21:01:09 GMT</pubDate> <description><![CDATA[In a shocking turn of events, former New York City Mayor Eric Adams launched a memecoin aimed at combating antisemitism, only for it to fall victim to a **rug pull** within an hour of its debut. The incident resulted in losses of roughly **$1 million**, causing the coin's value to plummet dramatically. Adams first teased the project just before New Year's, then officially announced the launch of **NYC Token** on Monday. He claimed the token was "built to fight the rapid spread of antisemitism and anti-Americanism across this country and now in New York City." In a promotional video, a cab driver asks Adams, "You got some of that NYC Token?" to which Adams replies, "We'll get you some brother. This thing is about to take off like crazy." During a baffling interview with Fox Business, Adams elaborated on the initiative, stating that proceeds from the token's sale would be divided equally between fighting antisemitism, funding scholarships for underprivileged communities, and providing crypto education for New York City youths. He repeatedly referred to it as **"block change" technology** and discussed unrelated topics like the California wealth tax issue. Adams highlighted Walmart's use of blockchain for tracking goods as a "best use case," emphasizing transparency. However, the rug pull has raised serious questions about the **security and legitimacy** of such projects, especially when tied to high-profile figures and social causes.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>rugpull</category> <category>memecoin</category> <category>security</category> <category>scandal</category> <category>cryptonews</category> <enclosure url="https://lede-admin.defector.com/wp-content/uploads/sites/28/2026/01/nyxcoin.jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[Ethereum's 2026 Breakout: Why ETH Could Finally Outpace Bitcoin]]></title> <link>https://www.bitcointoday.app/article/ethereums-2026-breakout-why-eth-could-finally-outpace-bitcoin</link> <guid>ethereums-2026-breakout-why-eth-could-finally-outpace-bitcoin</guid> <pubDate>Wed, 14 Jan 2026 08:01:07 GMT</pubDate> <description><![CDATA[Ethereum may be poised to end years of lagging performance and finally outrun Bitcoin in 2026, driven by a regulatory overhaul and a confluence of key on-chain and market metrics. Ethereum’s bull run since 2023 has yielded 160%, less than half of Bitcoin’s staggering 457% return, according to CoinGecko data. The difference in gains highlights Ethereum’s muted performance over the years despite improving market conditions. But several catalysts suggest that the outlook could change. ## Catalysts for Ethereum The first signal is a clear market rotation highlighted by a decline in Bitcoin’s dominance. **Bitcoin dominance**, or the coin’s share of the total market, peaked in July at 66% and has since trended lower, suggesting diversification of investor interest into altcoins, including Ethereum. The second signal can be viewed through the **ETH/BTC ratio**, which measures Ethereum’s performance relative to Bitcoin. It has risen 3.59% year-to-date, according to market data. “A rising ETH/BTC ratio, coupled with stagnating Bitcoin dominance, has historically been associated with the start of an altcoin season,” Jimmy Xue, co-founder and COO of the quantitative yield protocol Axis, told Decrypt. “Analysts observe that this rotation is being fueled by investors seeking higher ‘beta’ exposure in the Ethereum ecosystem following the stability of the Bitcoin ETF market.” The setup suggests “capital rotation rather than Bitcoin weakness” and “often precedes selective Ethereum and large-cap altcoin rallies,” Shivam Thakral, CEO of Indian exchange BuyUCoin, told Decrypt. However, prediction markets reflect skepticism about an imminent, broad-based altcoin rally. Users on Myriad assign only a 19% chance that an alt season will occur before April 2026. Still, the rotation of capital and investor interest is underpinned by strengthening fundamentals. The **total transaction count on the Ethereum network** has grown 6.8% to 2.05 million in 2026, spiking 31% since mid-December, highlighting increased adoption. Will these conditions translate into short-term outperformance for Ethereum? Both experts see a path, though they emphasize different catalysts. Thakral points to increased demand from **exchange-traded funds**, **Layer 2 adoption**, **fee burn dynamics**, **restaking growth**, and renewed **DeFi activity**. Xue looks to successful protocol upgrades such as **Fusaka**, the **Glamsterdam fork**, and **ERC-8004**, which could position Ethereum as the primary settlement layer for the new "Agentic AI" economy. Although Ethereum’s year-to-date return of 11% already outperforms Bitcoin’s 8.5%, Thakral said that these moves are likely cyclical rather than a regime shift, at least without sustained support from improving macroeconomic and liquidity conditions.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>ethereum</category> <category>bitcoin</category> <category>altcoin</category> <category>marketrotation</category> <category>etf</category> <enclosure url="https://cdn.decrypt.co/resize/1024/height/512/wp-content/uploads/2025/08/ethereum-decrypt-style-06-gID_7.jpg" length="0" type="image/jpg"/> </item> <item> <title><![CDATA[Bitcoin Surges Past $93K Amid Steady US Inflation: Will It Smash $100K or Face a Sell-Off?]]></title> <link>https://www.bitcointoday.app/article/bitcoin-surges-past-93k-amid-steady-us-inflation-will-it-smash-100k-or-face-a-sell-off</link> <guid>bitcoin-surges-past-93k-amid-steady-us-inflation-will-it-smash-100k-or-face-a-sell-off</guid> <pubDate>Tue, 13 Jan 2026 21:01:08 GMT</pubDate> <description><![CDATA[Bitcoin has reclaimed the $93,000 mark for the first time in nearly a week, rising over 2% in the past 24 hours. This surge comes as trading volume jumped 20% to $88.9 billion, signaling a potential shift in market dynamics. **U.S. inflation data shows consumer prices rose 0.3% in December**, with an annual rate of 2.7%, holding steady from the previous month. This stability may be influencing Bitcoin's price action, as investors assess economic indicators. At the time of writing, Bitcoin was trading at $93,406, according to CoinGecko. **Prediction markets now show an 80% probability that Bitcoin will reach $100,000**, rather than fall back to $69,000, reflecting growing optimism among users on platforms like Myriad. However, analysts caution that the increased volume doesn't necessarily mean a bullish surge is imminent. Glassnode reported that **spot CVD (cumulative volume delta) has deteriorated, indicating rising sell-side dominance** and a more defensive trader posture. This metric tracks whether buyers or sellers are more aggressive, with falling CVD pointing to seller control. Trader sentiment remains cautious, with the Crypto Fear & Greed Index improving slightly from Extreme Fear but still at a Fear rating. **Analysts highlight that the U.S. Supreme Court's upcoming decision on Trump's tariff policies could influence market volatility**, as past announcements have triggered waves in equities and crypto. QCP Capital analysts note that this ruling "could further influence cross-asset positioning and risk sentiment," adding another layer of uncertainty to Bitcoin's near-term outlook. In related news, a draft U.S. Senate bill could grant cryptocurrencies like XRP, Solana, and Dogecoin the same legal status as Bitcoin and Ethereum, potentially offering regulatory relief and impacting the broader crypto market.]]></description> <author>contact@bitcointoday.app (BitcoinToday.app)</author> <category>bitcoin</category> <category>inflation</category> <category>trading</category> <category>marketanalysis</category> <category>regulation</category> <enclosure url="https://cdn.decrypt.co/resize/1024/height/512/wp-content/uploads/2025/09/Bitcoin-decrypt-style-21-gID_7.png" length="0" type="image/png"/> </item> </channel> </rss>