Invest ideasNews
4 Mar 2026, 06:00
Confidential LIBRA Advisory Agreement Between Co‑Creator And President Milei Revealed
A new chapter has unfolded in the ongoing LIBRA cryptocurrency scandal, as fresh judicial findings suggest that the relationship between Argentine President Javier Milei and LIBRA co-creator Hayden Mark Davis may have been closer than previously acknowledged. The controversy traces back to February 14, 2025, when President Milei publicly promoted the LIBRA token. The endorsement triggered a rapid surge in the cryptocurrency’s price, followed by a collapse that wiped out an estimated $251 million in investor funds. Now, according to local media reports citing court sources, computer forensics experts from Argentina’s Public Prosecutor’s Office have identified draft versions of a “confidential agreement” allegedly signed by Milei and Davis on January 30, 2025 — two weeks before LIBRA’s launch and subsequent crash. LIBRA Deal Amid Milei Denials The drafts were discovered on at least one electronic device seized from Argentine lobbyist Mauricio Novelli, a central figure in the case and a close associate of the president since the end of the COVID-19 pandemic. Federal prosecutor Eduardo Taiano ordered the seizure of Novelli’s devices as part of the investigation. Experts later reported that the draft agreement appeared in exchanges between Novelli and Davis, suggesting efforts to finalize the document before it was formally executed. The existence of such drafts stands in tension with Milei’s public denials. In multiple interviews following the scandal in February 2025, the president rejected claims that he had signed any agreement with Davis and sought to distance himself from the LIBRA operation. Further details emerged in a January 9 ruling issued by the Directorate of Technological Support for Criminal Investigations (Datip), a specialized forensic unit within the Public Prosecutor’s Office. According to the ruling, several copies of the draft “confidential agreement” were located during the forensic review of Novelli’s communications with Davis. The exchanges appeared to relate to preparations for the document’s eventual signing by the president. Alleged Payment Requests Surface The Datip report further underscored Novelli’s central role in the LIBRA affair. Investigators described him as a key intermediary connecting multiple actors. His communications included exchanges with President Milei and Karina Milei, as well as with Davis, Terrones Godoy, Morales, and Julian Peh, the Singaporean CEO of KIP Protocol . However, the forensic examination was hindered by significant data deletion. Experts informed Prosecutor Taiano that numerous messages, files, and even entire conversations had been permanently erased from devices belonging to Novelli and other defendants. Among the missing exchanges were communications between Novelli and Cardano (ADA) founder Charles Hoskinson. After the LIBRA collapse, Hoskinson publicly accused Novelli and Terrones Godoy of demanding five-figure dollar payments in exchange for arranging a meeting with President Milei during the Tech Forum. According to Hoskinson, they suggested that “magical things would happen” if he agreed. He declined. Investigators were unable to recover those deleted conversations in full. Featured image from BBC, chart from TradingView.com
4 Mar 2026, 06:00
Tom Lee’s Bitmine bets on Ethereum again with fresh 50K ETH buy – Details
Another week of accumulation reinforces Bitmine’s high-conviction strategy.
4 Mar 2026, 06:00
Bitcoin’s Crucial Transformation: How $130 Oil Could Cement Its Digital Gold Status
BitcoinWorld Bitcoin’s Crucial Transformation: How $130 Oil Could Cement Its Digital Gold Status March 11, 2025 – Global cryptocurrency markets face a potential paradigm shift as new analysis from Binance Research reveals a critical connection between international oil prices and Bitcoin’s evolution into true digital gold. According to their latest findings, oil prices exceeding $130 per barrel could fundamentally alter Bitcoin’s relationship with traditional financial markets, potentially triggering its long-awaited decoupling from U.S. stocks. Bitcoin’s Digital Gold Narrative Faces Oil Price Test Binance Research published comprehensive analysis this week examining the intricate relationship between energy markets and cryptocurrency valuations. Their research identifies specific price thresholds where Bitcoin could transition from being correlated with technology stocks to functioning as a genuine inflation hedge. The analysis builds upon historical data showing how energy price shocks have historically impacted both traditional and digital asset classes. According to their findings, oil prices reaching the $115-$130 range would increase the Consumer Price Index by 1.1% to 1.5%. This inflationary pressure would likely force the Federal Reserve to maintain higher interest rates through 2027, fundamentally changing the investment landscape. Consequently, this scenario creates conditions where Bitcoin’s properties as a non-sovereign, limited-supply asset become increasingly valuable to institutional and retail investors alike. Understanding the Stagflation Scenario The Binance analysis presents a detailed examination of potential economic outcomes based on oil price movements. Their research indicates that oil prices surpassing $180 per barrel could trigger a 3%+ increase in CPI, potentially creating stagflation conditions. Stagflation represents the challenging economic environment combining recession with persistent inflation, a scenario that historically damages traditional equity markets while potentially benefiting alternative assets. Historical Precedents and Market Correlations Historical market data reveals important patterns about how different asset classes perform during energy crises. During the 1970s oil shocks, traditional safe-haven assets like gold demonstrated significant value preservation characteristics. Modern analysis suggests Bitcoin could potentially replicate this behavior in contemporary markets. The 30-day correlation coefficient between Bitcoin and software sector ETFs serves as a crucial metric for monitoring this potential transition. Current market observations show that Bitcoin has maintained varying degrees of correlation with technology stocks over different economic cycles. However, the Binance analysis suggests specific conditions where this relationship could fundamentally change. Their research identifies three key variables that investors should monitor closely in coming months: Shipping traffic patterns: Decreased ship traffic through the Strait of Hormuz and Gulf region crude oil storage reaching 85% capacity Economic indicators: Upcoming U.S. CPI data releases and subsequent Federal Reserve guidance Market metrics: The 30-day correlation coefficient between BTC and software sector ETF (IGV) falling below 0.5, combined with Bitcoin spot ETF fund flows Mechanisms of Market Decoupling The potential decoupling process involves complex interactions between multiple market forces. Higher oil prices typically increase production costs across numerous industries, particularly affecting technology companies with global supply chains. As these companies face margin pressures and reduced earnings projections, their stock valuations often decline. Meanwhile, Bitcoin’s fixed supply and decentralized nature could make it increasingly attractive during periods of monetary policy uncertainty. Energy market analysts note that current geopolitical tensions in key oil-producing regions create additional uncertainty. The Strait of Hormuz handles approximately 20-30% of global oil shipments, making shipping disruptions particularly significant. Monitoring organizations track vessel traffic through this critical waterway as an early indicator of potential supply constraints. Institutional Perspective and ETF Implications Institutional investment patterns provide important context for understanding potential market shifts. Bitcoin spot ETFs have attracted significant capital since their approval, creating new pathways for traditional investors to access cryptocurrency markets. Analysis of fund flows into these products, combined with correlation metrics, offers valuable insights into how professional money managers perceive Bitcoin’s evolving role in portfolio construction. Financial institutions increasingly recognize Bitcoin’s potential as a diversifying asset during specific economic conditions. Several major investment banks have published research examining cryptocurrency’s performance during different inflation regimes. Their findings generally support the concept that digital assets can provide diversification benefits, particularly during periods of monetary policy transition. Monitoring Economic Indicators The upcoming March 11 CPI data release represents a critical moment for validating or challenging the Binance analysis framework. Federal Reserve officials have consistently emphasized their data-dependent approach to monetary policy decisions. Consequently, inflation readings significantly above expectations could delay anticipated rate cuts, creating the conditions described in the research. Economic analysts emphasize the importance of distinguishing between temporary price spikes and sustained inflationary trends. The Federal Reserve typically focuses on core inflation measures that exclude volatile food and energy components. However, prolonged energy price increases eventually filter through to broader economic indicators, affecting transportation costs, manufacturing expenses, and consumer spending patterns. Potential Oil Price Scenarios and Economic Impacts Oil Price Range CPI Impact Fed Response Bitcoin Implications $115-$130 1.1%-1.5% increase Delayed rate cuts until 2027 Potential decoupling begins $130-$180 1.5%-3.0% increase Potential rate increases Stronger digital gold narrative $180+ 3%+ increase Stagflation response Full decoupling likely Global Energy Market Context International energy markets operate within a complex web of geopolitical, economic, and environmental factors. Recent years have witnessed significant transitions in energy production and consumption patterns. The growing emphasis on renewable energy sources interacts with traditional fossil fuel markets in ways that create new volatility patterns. These transitions affect not only price levels but also the fundamental relationships between different asset classes. Energy economists note that storage levels in key regions provide important signals about market balance. When Gulf region crude oil storage approaches 85% capacity, it typically indicates either weakening demand or sufficient supply to meet current needs. Monitoring these storage levels helps analysts assess whether price movements reflect temporary disruptions or more fundamental supply-demand imbalances. Conclusion The Binance Research analysis provides a comprehensive framework for understanding how Bitcoin’s digital gold narrative could evolve in response to specific economic conditions. Their identification of the $130 oil price threshold offers investors clear parameters for monitoring potential market transitions. As global energy markets face ongoing uncertainty, Bitcoin’s role as a potential inflation hedge and portfolio diversifier warrants continued examination. The coming months will test whether cryptocurrency can truly decouple from traditional equity markets during periods of economic stress, potentially validating its digital gold status through real-world market behavior rather than theoretical arguments. FAQs Q1: What specific oil price level does Binance Research identify as critical for Bitcoin’s transformation? Binance Research identifies $130 per barrel as the critical threshold where Bitcoin could begin decoupling from U.S. stocks and strengthening its digital gold narrative. Q2: How would higher oil prices affect Federal Reserve policy according to the analysis? The analysis suggests oil prices in the $115-$130 range could raise CPI by 1.1%-1.5%, potentially causing the Fed to delay interest rate cuts until 2027. Q3: What is stagflation and how does it relate to this analysis? Stagflation combines economic recession with persistent inflation. The analysis suggests oil prices above $180 could trigger stagflation, creating conditions where Bitcoin might decouple from traditional markets. Q4: What key variables should investors monitor according to Binance Research? Investors should monitor Strait of Hormuz shipping traffic, Gulf region crude oil storage levels, U.S. CPI data, Fed guidance, BTC-software sector correlation, and Bitcoin ETF fund flows. Q5: How does the 30-day correlation coefficient between BTC and software ETFs factor into this analysis? This correlation metric helps identify whether Bitcoin is moving independently from technology stocks. A coefficient falling below 0.5 could signal the beginning of market decoupling. This post Bitcoin’s Crucial Transformation: How $130 Oil Could Cement Its Digital Gold Status first appeared on BitcoinWorld .
4 Mar 2026, 06:00
Bitcoin LTH Selling Cools: Is Months-Long Distribution Finally Ending?
On-chain data shows Bitcoin long-term holders (LTHs) have seen their netflow rise recently, a sign that selling pressure from diamond hands is easing. Bitcoin LTH Net Position Change Is Becoming Less Negative In a new post on X, Glassnode analyst Chris Beamish has talked about the latest trend in the behavior of Bitcoin LTHs. This cohort represents one of the two main divisions of the BTC market done on the basis of holding time and includes the investors who purchased their tokens more than 155 days ago. Related Reading: Solana’s Next Major Support Levels Sit At $50, $22, And $10: Analyst Statistically, the longer an investor holds onto their coins, the less likely they become to sell them at any point. As such, the LTHs with their long holding times are considered to reflect the resolute side of the sector. Though, despite the resilience of this group, its members still participate in selling during some parts of the cycle. One such phase is currently ongoing, as the chart shared by Beamish shows. As displayed in the above graph, the Bitcoin LTH Net Position Change, an indicator tracking the monthly net amount of BTC entering into or exiting out of the group’s combined balance, turned negative as the cryptocurrency’s price saw a bearish shift in the last quarter of 2025. Since then, the indicator has mostly stayed contained inside the zone, implying continued distribution from the diamond hands. From the chart, it’s apparent that the selloff only deepened as BTC crashed to its low around $60,000 last month, implying that the volatility scared even some of the more resolute hands into parting with their tokens. Since the negative peak in the indicator coinciding with the price lows, however, the Bitcoin LTH Net Position Change has been climbing back up. Today, its value is still red, suggesting continued selling pressure on the monthly timeframe, although the degree of it is notably lower. “After months of sustained net selling, LTH net position change is now easing, suggesting that selling pressure from seasoned holders is moderating as BTC stabilizes,” noted the analyst. It now remains to be seen whether the Bitcoin LTH Net Position Change will continue to improve in the near future or if the diamond hands aren’t done selling yet. Related Reading: XRP Triangle Could Point To Support Between $0.60 And $0.90 In some other news, each attempt from the cryptocurrency at the $70,000 level has been met with profit-taking recently, as on-chain analytics firm Glassnode has highlighted in an X post. As is visible in the graph, the 12-hour moving average (MA) of the Bitcoin Net Realized Profit/Loss spiked above $5 million per hour as BTC rallied on Monday. The metric crossing this threshold also capped out previous recovery attempts from the asset during the past month. “The asymmetry reflects the fragility of the current demand structure,” said Glassnode. BTC Price Bitcoin has seen a minor retrace to $68,500 since the Monday high. Featured image from Dall-E, chart from TradingView.com
4 Mar 2026, 05:59
Former LAPD cop convicted of $350K crypto theft and kidnapping
Former Los Angeles Police Department officer Eric Halem was reportedly convicted of handcuffing and threatening to kill a teenager to steal Bitcoin.
4 Mar 2026, 05:55
Ripple Expands Payments Platform as XRP Liquidity Drops Sharply on Binance
Ripple upgraded its payments platform, integrating fiat and stablecoin operations for global clients. XRP liquidity and trading volumes on Binance have reached their lowest point in recent years. Continue Reading: Ripple Expands Payments Platform as XRP Liquidity Drops Sharply on Binance The post Ripple Expands Payments Platform as XRP Liquidity Drops Sharply on Binance appeared first on COINTURK NEWS .
