Invest ideasNews
26 Jan 2026, 13:12
Billionaire Michael Saylor’s Strategy Buys 2,932 Bitcoin for $264M
Michael Saylor’s Strategy has expanded its Bitcoin treasury again, acquiring an additional 2,932 BTC for approximately $264.1 million during the period from Jan. 20 to Jan. 25. Strategy has acquired 2,932 BTC for ~$264.1 million at ~$90,061 per bitcoin. As of 1/25/2026, we hodl 712,647 $BTC acquired for ~$54.19 billion at ~$76,037 per bitcoin. $MSTR $STRC https://t.co/RooLfEvniX — Michael Saylor (@saylor) January 26, 2026 The company disclosed that the purchases were made at an average price of $90,061 per bitcoin, inclusive of fees and expenses. The update reinforces Strategy’s position as the largest corporate holder of Bitcoin globally, continuing its multi-year accumulation strategy that has become central to its balance sheet approach. Total Bitcoin Holdings Reach 712,647 BTC Following the latest acquisition, Strategy reported that it now holds a total of 712,647 BTC as of Jan. 25. The company said its aggregate Bitcoin purchases total roughly $54.19 billion, with an average acquisition price of $76,037 per bitcoin. The figures highlight the scale of Strategy’s long-term bet on Bitcoin as a treasury reserve asset, accumulated across multiple market cycles. Strategy’s growing holdings show its belief that Bitcoin represents a superior store of value over time, particularly amid concerns around currency debasement and global macro uncertainty. Purchases Funded Through Share Sales Under ATM Program Strategy disclosed that the recent Bitcoin purchases were funded through proceeds generated from the sale of shares under its at-the-market offering program. During the Jan. 20–25 period, the company sold approximately 1.57 million shares of its Class A common stock, generating net proceeds of about $257 million. Strategy also issued roughly 70,201 shares of its variable rate preferred stock, raising an additional $7 million. In total, the company generated about $264 million in net proceeds, which were then deployed toward Bitcoin accumulation. The disclosure also shows that Strategy retains significant remaining capacity for future issuances, including billions of dollars available across multiple stock and preferred equity programs. Corporate Bitcoin Accumulation Continues Into 2026 Strategy’s continued purchases come as institutional adoption of Bitcoin remains a major theme entering 2026, with more companies exploring crypto as a long-term balance sheet asset. The firm has consistently framed Bitcoin as a scarce, inflation-resistant reserve that can outperform cash and traditional holdings over extended time horizons. While the strategy remains controversial due to Bitcoin’s volatility, Strategy has maintained its commitment to accumulation even during periods of market weakness. With over 712,000 BTC now on its balance sheet, Strategy’s exposure to Bitcoin price movements is unmatched among public companies, making it a key bellwether for corporate crypto adoption. As the company continues leveraging equity issuance to fund purchases, investors will closely watch how its aggressive treasury strategy evolves alongside broader market conditions in 2026. The post Billionaire Michael Saylor’s Strategy Buys 2,932 Bitcoin for $264M appeared first on Cryptonews .
26 Jan 2026, 12:58
XRP Ledger hits $1B in on-chain tokenized assets and stablecoins
XRP Ledger (XRPL), the decentralized blockchain processing XRP transactions, has surpassed $1 billion in value in regard to on-chain tokenized assets and stablecoins. New numbers mark an important milestone in XRP Ledger’s transition from a crypto-native network to institutional-grade financial infrastructure. The growth has been primarily led by RLUSD, Ripple’s fully backed stablecoin, recently listed on Binance , with an expanding range of tokenized funds, U.S. Treasuries, and credit products adding to the momentum. Growing XRPL adoption Beyond stablecoins, financial institutions are increasingly using XRPL to tokenize traditional assets, signaling a shift away from speculative blockchain activity toward mainstream financial integration. The Ledger’s appeal lies in its ability to settle transactions quickly at minimal cost, while maintaining scalability and decentralization, which are key requirements for institutional adoption. Moreover, the network’s quantum-resistant Dilithium cryptography further strengthens its long-term security profile, while interoperability has positioned it as an attractive platform for regulated asset issuance. U.S. Treasuries on XRPL hit record highs Especially noteworthy, XRPL now hosts more than $150 million in tokenized U.S. Treasury debt, reflecting rapid growth in real-world asset ( RWA ) tokenization. While the figure remains modest relative to larger networks, it represents a sharp 2,900% increase from roughly $5 million recorded a year ago. Treasury debt also significantly exceeds private equity tokenization at $55.2 million, though still trailing stablecoins, which account for $392.9 million. A majority of XRPL-based Treasury tokenization is concentrated among three issuers. Namely, OpenEden Digital leads with $61.6 million through its OpenEden TBILL Vault, accounting for roughly 41% of the total. Nonetheless, XRPL remains a relatively small player in the broader tokenized Treasury market, as the total on-chain U.S. Treasury debt across all blockchains currently stands at approximately $10.13 billion, leaving XRPL with about 1.4% of the total net value. Featured image via Shutterstock The post XRP Ledger hits $1B in on-chain tokenized assets and stablecoins appeared first on Finbold .
26 Jan 2026, 12:53
Bitfinex Alpha | In the Absence of Spot Demand, BTC Is Drifting
Review full report Subscribe to Bitfinex Alpha Subscribe to Bitfinex Alpha! Want to receive Alpha from Bitfinex every week? Subscribe if (document.cookie.indexOf('sticky-note-subscribe=1') === -1) { document.querySelector('#sticky-note-subscribe').style.display = 'block'}document.querySelector('#sticky-note-subscribe-cta').addEventListener('click', (e) => { e.preventDefault(); document.querySelector('#sticky-note-subscribe').style.display = 'none' document.cookie = 'sticky-note-subscribe=1; max-age=7776000';}); .wp-block-buttons > .wp-block-button { flex: 1;}.wp-block-buttons .wp-block-button .wp-block-button__link { display: block; text-align: center;}.wp-block-buttons .wp-block-button:last-child .wp-block-button__link { background-color: #1ABC91; border-color: #1abc9c; color: #fff;} Bitcoin’s attempt to break higher has stalled, with the price failing to hold above the $95,000–$98,000 resistance zone and slipping back into its established range. After peaking at $97,850 in mid-January, BTC retraced more than 10 percent, falling below the yearly open as spot buying momentum faded and ETF outflows intensified . The rejection of any upward gains has taken place near the short-term holder cost basis, highlighting a fragile equilibrium , where downside continues to be absorbed but upside progress is consistently met by distribution from prior-cycle buyers. Derivatives positioning has reset in an orderly manner, and the volatility response remains confined to the very short end of the curve, suggesting event-driven caution rather than a broader regime shift. In the absence of renewed spot and ETF demand, Bitcoin is likely to remain range-bound, with consolidation prevailing until a clearer demand catalyst emerges. Geopolitical uncertainty has contributed to market volatility, most notably during the recent escalation, and then subsequent de-escalation, of US strategic ambitions in Greenland . While tariff threats briefly triggered a risk-off response across equities and saw volatility spike , the rapid pullback in policy rhetoric restored near-term stability. However, investor positioning suggests that markets view recent rebounds as stabilisation rather than a return to expansionary conditions. US economic growth, on the other hand, remains resilient, supported by strong consumer spending , but the expansion is increasingly constrained by persistent inflation, weakening household savings, and tightening financial conditions. While demand has kept output above trend, income growth has lagged, forcing households to rely more heavily on credit. Elevated prices, particularly for essential goods, continue to weigh on lower- and middle-income households, limiting the Federal Reserve’s ability to ease policy despite signs of cooling in the labour market. As a result, monetary conditions are likely to remain restrictive until clearer and broader-based disinflation emerges. Financial markets are reinforcing this caution through a broad repricing of risk . Rising long-term yields, a higher term premium, and the unusual combination of US dollar weakness alongside bond market stress signal growing concern around fiscal sustainability, policy stability, and geopolitical risk. Capital has gradually rotated toward defensive assets, indicating that financial conditions are tightening in practice even as policy rates ease at the margin. Within this environment, longer-term structural shifts continue to take shape. The New York Stock Exchange, via its parent Intercontinental Exchange, is launching a blockchain-enabled, 24/7 trading venue for tokenised equities, reflecting the gradual integration of digital infrastructure into traditional markets. At the same time, corporate adoption of digital assets continues, with perennial buyers Strategy and Bitmine Immersion Technologies expanding bitcoin and Ether holdings as long-term strategic reserves . The post Bitfinex Alpha | In the Absence of Spot Demand, BTC Is Drifting appeared first on Bitfinex blog .
26 Jan 2026, 12:46
Crypto investment products see $1.7B weekly outflows as Bitcoin, Ether slide
Digital asset investment products saw the largest weekly outflows since mid-November 2025, totalling $1.73 billion, according to CoinShares data . The outflows point to a sharp shift in investor confidence amid broader market pressures, with the exodus coinciding with price declines in major cryptocurrencies. Gold’s explosion to record highs above $5,000 looks to have amplified the capital exits as investors fled to the safe-haven asset. Bitcoin leads weekly outflows According to the report, Bitcoin recorded outflows of $1.09 billion, marking the largest single-week withdrawal since mid-November 2025. The figure stands in sharp contrast to inflows seen earlier in 2026, with US spot Bitcoin ETFs alone posting hundreds of millions of dollars in net redemptions in recent weeks. “Dwindling expectations for interest rate cuts, negative price momentum and disappointment that digital assets have not participated in the debasement trade yet have likely fuelled these outflows,” CoinShares head of research James Butterfill wrote. Institutional profit-taking appears to have intensified as Bitcoin slipped to around $87,800 last week. The decline has pushed the cryptocurrency well below its January 2026 highs of $97,900 and its November 2025 peak above $100,000. Bitcoin has remained under pressure since reaching an all-time high above $126,000 in October 2025. Ethereum and XRP attract exits, Solana sees inflows While Bitcoin saw roughly $1 billion in outflows, major altcoins were also under pressure. Ethereum recorded $630 million in withdrawals, signalling a weakening appetite for the second-largest cryptocurrency. The outflows coincided with ETH falling below the $3,000 level, a key threshold for bullish sentiment. Prices have since tested levels below $2,700 and, despite signs of accumulation by large holders, broader market conditions point to the risk of further declines. Analysts say the technical setup remains fragile and could support another leg lower, potentially intensifying fund redemptions. Among major tokens, XRP saw outflows of $18.2 million, adding to pressure on the asset, which has continued to trade near recent lows. Solana, however, diverged from the broader trend, attracting $17.1 million in inflows, even as SOL prices slipped to lows near $118 amid wider market weakness. CoinShares data also showed modest inflows into BNB and Chainlink exchange-traded products, pointing to continued interest in select high-performance altcoins despite strain across the sector. In a recent post on X, CoinShares analysts said outflows from crypto investment products have risen amid renewed liquidity concerns. They added that macroeconomic and geopolitical developments weighed on risk assets over the past week, including renewed tariff threats by US President Donald Trump toward Europe amid tensions related to Greenland. Developments in Japan and uncertainty surrounding the next Federal Reserve chair have also contributed to the cautious tone. “Uncertainty around the next Federal Reserve Chair and a firmer stance from the Bank of Japan have weighed on risk assets this week. Fund flows point to a more cautious investor stance rather than a breakdown in fundamentals,” the analysts said. The post Crypto investment products see $1.7B weekly outflows as Bitcoin, Ether slide appeared first on Invezz
26 Jan 2026, 12:39
70% of Institutions Say Bitcoin is Undervalued Despite 30% Crash – Bitcoin About to Rally?
Most institutional investors remain bullish on Bitcoin despite brutal fourth-quarter volatility that erased nearly a third of the asset’s value from recent peaks. A new Coinbase Institutional and Glassnode survey found 70% of institutions view BTC as undervalued, even after the token dropped from above $125,000 in early October 2025 to trade around $90,000 by year-end, while 60% of non-institutional investors share that conviction. Source: Coinbase Institutional The findings come from a quarterly poll of 148 global investors, split between 75 institutions and 73 non-institutions, conducted between December 10, 2025, and January 12, 2026. Despite the October liquidation event that shook altcoin markets and compressed leverage across derivatives platforms, most respondents held or added to crypto positions rather than retreating. Around 62% of institutions and 70% of non-institutions either maintained existing allocations or increased net long exposure since October. Source: Coinbase Institutional Bearish Sentiment Rises, But Doesn’t Dominate Positioning Perceptions of the market cycle shifted noticeably during the quarter. Around 26% of institutions and 21% of non-institutions now believe crypto has entered the bear-market markdown phase, up sharply from just 2% and 7%, respectively, in the prior survey. Source: Coinbase Institutional That shift exposes the weight of October’s deleveraging event, which saw the Altcoin Season Index plummet and mid-cap tokens struggle to recover their third-quarter gains despite the launch of several spot altcoin ETFs in the US. Still, the uptick in bearish views did not translate into widespread selling. Most investors stuck with their positions, and sentiment toward Bitcoin specifically remained constructive. “ We have a constructive view for 1Q26 ,” Coinbase Global Head of Research David Duong wrote in the report. “ We believe that crypto markets are entering 2026 in a healthier state, with excess leverage having been flushed from the system in Q4. “ Bitcoin dominance held relatively steady through the turbulence, rising only marginally from 58% to 59% over the quarter, a sign that institutional capital continued to favor the largest digital asset even as smaller tokens faced sustained selling pressure. Source: Coinbase Institutional Open interest in BTC options overtook perpetual futures as market participants sought downside protection, with the 25-day put-call skew staying positive across 30-day, 90-day, and 180-day expiries. Source: Coinbase Institutional Coinbase Survey Points to Macro Support and Policy Progress Several factors underpinned the optimistic outlook. Inflation held steady at 2.7% in December’s Consumer Price Index reading, and the Atlanta Fed’s GDPNow model projected robust 5.3% real GDP growth for the fourth quarter as of January 14. While the future direction of monetary policy remained uncertain, Duong said the firm still expects the Federal Reserve to deliver two rate cuts totaling 50 basis points currently priced into Fed funds futures, “ which should provide a tailwind for risk assets broadly and crypto specifically. “ Questions about comprehensive crypto market structure legislation persist, but confidence in eventual regulatory clarity stayed firm. “ We’re confident that we will eventually see a set of rules that allows the industry to reach its full potential, ” the report stated, noting that major policy progress in the US, particularly around the proposed CLARITY Act, could boost investor sentiment further. Beyond the survey, separate data shows institutional engagement deepening across channels. Crypto allocations by financial advisors hit 32% in 2025, up from 22% a year earlier, as Bitcoin reached new highs and US rules moved closer to the mainstream, a @BitwiseInvest survey showed. #DigitalAssets #WealthManagement https://t.co/dCIdMFRG7I — Cryptonews.com (@cryptonews) January 14, 2026 A recent Bitwise and VettaFi poll found 32% of financial advisors allocated to crypto in client accounts during 2025 , up from 22% in 2024, with registered investment advisors leading at 42%. Similarly, a separate Coinbase survey found that younger US investors now allocate 25% of their portfolios to non-traditional assets, compared with 8% among older cohorts. Risks Remain, But Long-Term Trajectory Holds The Coinbase report acknowledged headwinds. While the economy appears solid, the jobs market cooled in 2025, with the US adding just 584,000 positions, down from 2 million in 2024, partly due to increased AI adoption. Geopolitical tensions have flared in several regions, and any escalation that disrupts energy markets could dampen investor appetite. “ A meaningful uptick in inflation, a spike in energy prices, or a significant flare up of geopolitical tensions could warrant a more cautious approach to risk assets, ” the report warned. Still, onchain metrics improved after October’s shakeout. Bitcoin supply moved within three months, surged 37% in the fourth quarter, while coins unmoved for over a year fell 2%, indicating short-term distribution that likely cleared weaker hands. Source: Coinbase Institutional Ethereum’s Net Unrealized Profit/Loss ratio swung sharply through 2025, hitting capitulation in the first quarter, then rising to optimism in the third quarter, and settling back into fear territory by year-end. Source: Coinbase Institutional Despite recent ETF outflows totaling $1.62 billion over four trading days and Bitcoin slipping below $90,000 , institutional conviction appears durable. As Duong put it, “ crypto markets are entering 2026 in a healthier state .” The post 70% of Institutions Say Bitcoin is Undervalued Despite 30% Crash – Bitcoin About to Rally? appeared first on Cryptonews .
26 Jan 2026, 12:17
India to cut car import tariffs from 110% to 40% under new EU trade deal
India will lower taxes on cars brought in from European Union countries, dropping rates from as high as 110% down to 40%, according to sources familiar with the matter. The move marks the biggest step yet in opening India’s large auto market and could be announced as soon as Tuesday when the two sides reveal a new free trade agreement. Prime Minister Narendra Modi’s administration has agreed to cut the tax right away on a set number of vehicles from the 27 EU countries, as long as those cars cost more than 15,000 euros, which equals about $17,739. Two sources that know about the discussions told Reuters this information. The tax will drop even more over time, going down to just 10%. This makes it easier for European car companies like Volkswagen, Mercedes-Benz and BMW to sell in India. Deal expected to boost bilateral trade The sources asked not to be named because the talks are private and things could still change at the last minute. India’s commerce ministry and the European Commission both said they would not comment. India and the EU expect to announce on Tuesday that they have finished long-running talks for the free trade deal . After that, both sides will work ou t fi nal details and approve what people are calling “the mother of all deals.” The agreement could increase trade between the two and help Indian exports of products like textiles and jewelry, which took a hit from 50% tariffs imposed by the United States since late August. India ranks as the world’s third-biggest car market by sales, coming after the United States and China. But its car industry has had strong protection from outside competition. Right now, New Delhi charges tariffs of 70% and 110% on cars brought in from other countries. Business leaders, including Tesla chief Elon Musk , have often criticized these high rates. New Delhi wants to cut import duties to 40% immediately for roughly 200,000 combustion-engine cars each year, one source said. This represents India’s most aggressive effort so far to open up the sector. The quota number might still change before everything is final, the source added. Electric battery vehicles will not see any import duty cuts for the first five years. This protects money already put in by Indian companies like Mahindra & Mahindra and Tata Motors, which are building up this new part of the market, both sources said. After five years pass, electric vehicles will get similar tax cuts. European brands hold small share of Indian market Lower import taxes will help European carmakers such as Volkswagen, Renault and Stellantis , along with luxury brands Mercedes-Benz and BMW. These companies already make some cars in India but have had trouble growing beyond a certain point, partly because of the high tariffs. Cheaper taxes let carmakers sell imported vehicles at lower prices and try out the market with more models before deciding to build more cars in India, one of the two sources explained. European car companies hold less than 4% of India’s car market, which sells 4.4 million units each year. Japan’s Suzuki Motor dominates, and Indian brands Mahindra and Tata together control two-thirds of sales. The Indian market should grow to 6 million units yearly by 2030, and some companies are already planning new investments. Renault is returning to India with a fresh strategy as it looks for growth outside Europe, where Chinese carmakers are gaining ground. Volkswagen Group is working on its next round of investment in India through its Skoda brand. The smartest crypto minds already read our newsletter. Want in? Join them .
