Author: NBTC
MN Consultancy founder Michaël van de Poppe sees Bitcoin and the broader crypto market running significantly higher this cycle. Amid stalling prices and recent market uncertainty, speculation continues to grow that Bitcoin and the broader crypto market have peaked or are near their cycle peak. According to one prominent analyst, however, there may not be a better time to be in the market. “The Perfect Storm” MN Consultancy founder Michaël van de Poppe sees Bitcoin and the broader crypto market running significantly higher this cycle. In an X post on Wednesday, February 5, the analyst asserted that current market conditions…
The first quarter of 2025 tells a clear story about DeFi’s evolution. While yields across major lending platforms have compressed significantly, innovation at the market’s edges demonstrates DeFi’s continued maturation and growth. The Great Yield Compression DeFi yields have declined sharply across all major lending platforms: The vaults.fyi USD benchmark has fallen below 3.1%, below the U.S. 1-month T-bill yield of ~4.3% for the first time since late 2023. This benchmark, a weighted average across four leading markets, approached 14% in late 2024. Spark has implemented four consecutive rate decreases in 2025 alone. Starting the year at 12.5%, rates were…
This is a segment from the Forward Guidance newsletter. To read full editions, subscribe. Trading platform eToro filed for an IPO yesterday, amid expectations that more crypto-related businesses will list on exchanges in the coming months. The company’s filing with the SEC comes after eToro in September paid $1.5 million to the regulator to settle charges that it was operating as an unregistered broker (in connection with its crypto trading platform). What a difference a few months makes. It also comes as crypto exchange Kraken is reportedly looking to raise $1 billion in debt before a possible IPO, unnamed sources…
This is a segment from the Lightspeed newsletter. To read full editions, subscribe. Solana’s validators are about to see a major income bump, but the protocol lacks a way for them to share the wealth with their stakers. In May, Solana validators passed a proposal to send 100% of priority fees — which are extra funds users can pay for a better chance of landing their transactions — to validators. The proposal’s implementation now seems imminent, but some are calling for Solana to pump the brakes until validators are able to share the extra fees with stakers. Validators, who run…
In an exclusive interview with BeInCrypto, former US CFTC Commissioner Timothy Massad explains how President Trump’s crypto ventures and political power have significantly overlapped in his first two months at the White House. Shortly before assuming office for the second time, US President Donald Trump dove head-first into a flurry of crypto experiments. From endorsing World Liberty Financial (WLFI) to launching his meme coin, Trump is raising serious concerns over conflicts of interest. Tim Massad, the 12th CFTC Chairman, who served under Barack Obama, shares his thoughts. A Historic President For Many Reasons Before assuming his first term in office…
After a turbulent 2023, Bithumb posted a 565% increase in net profit in 2024, aided by market recovery and improved investor sentiment. South Korean cryptocurrency exchange Bithumb successfully returned to profitability last year, with revenue increasing by 265.4% year-over-year, News1 reports, citing data from the Financial Supervisory Service’s electronic disclosure system. According to the report, Bithumb posted an operating profit of 130.7 billion won (around $90.1 million) last year, marking a turnaround from losses as the exchange had recorded an operating loss of 14.8 billion won in 2023. Net profit for 2024 surged 565.8% year-over-year to 161.8 billion won (nearly…
A Nobel-winning economist has predicted that Bitcoin will go to zero within 10 years. Eugene F. Fama, who is often dubbed as “The Father of Modern Finance,” told the Capitalisn’t podcast that this digital asset’s rise has “a predictable ending.” He argued that it would prove “unsustainable” to have a whole financial system built using blockchains because this would require too much computing power—and “all we know about monetary theory” suggests cryptocurrencies shouldn’t survive. “Cryptocurrencies are such a puzzle because they violate all the rules of a medium of exchange,” Fama said. “They don’t have a stable real value. They…
This is a segment from the 0xResearch newsletter. To read full editions, subscribe. In the realm of macro risks, this week is stacked with market-moving events — particularly relevant to risk assets. “Liberation Day” on Wednesday could trigger sweeping tariffs and exacerbate trade war fears, while Friday’s US jobs report will test the resilience of the labor market and offer clues into future Fed policy moves. Throw in Eurozone CPI, Fed Chair Powell’s post-jobs-report remarks, and a Congressional hearing on the future of stablecoins, and you have a volatile mix of economic, political and regulatory items converging at once. Oh,…
President Donald Trump on Tuesday signed two executive actions forcing the Treasury Department to move fast on modernizing how the federal government moves money. The orders require electronic payments to be used “whenever possible” and hand over full payment processing duties to the Treasury to stop fraud and tighten control. This happened at the White House, where Trump said, “We’re doing this, and we have other modernization programs going on… these are steps that should have taken place decades ago.” According to official government information, most federal payments already go through direct deposit, but paper checks are still being used…
RLUSD, the U.S.-dollar-backed stablecoin launched by blockchain payments firm Ripple Labs Inc, shows an impressive outlook on Bullish, a top crypto trading platform. According to on-chain data, the stablecoin has seen its volume drop over 20.57% to $158.86 million. Despite this slip, it has maintained a relatively positive volume on Bullish Exchange, a Gibraltar-based crypto trading platform. RLUSD In Rally Mode When Ripple Labs launched the RLUSD, it ensured it went live on top global exchanges. However, some, like Bullish, which integrated the stablecoin later on, have become a critical market for the stablecoin. Per data from CoinMarketCap, two key…