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- MSCI may reclassify crypto-heavy firms as investment funds by January 2026, potentially excluding them from major indices like MSCI USA and Nasdaq 100. - Companies like Strategy Inc. and Riot Platforms face scrutiny for holding over 50% of assets in Bitcoin , with CEO Michael Saylor defending their "operating company" status. - Analysts argue MSCI prioritizes risk management over innovation, warning reclassification could trigger $2.8B in outflows for Strategy alone. - The decision could reshape crypto t
- Bitcoin fell to $81,629, its worst monthly drop since 2022, as realized profits turned negative and $1B in liquidations triggered selloffs. - Institutional buyers like MicroStrategy ($835M BTC purchase) bucked the trend while Galaxy Digital sold 2,800 BTC amid market turmoil. - Bitcoin miners face cash-burning operations, shifting to AI/HPC to offset post-halving losses as ETF outflows hit $3.79B this month. - Long-term holders accumulated 375,000 BTC weekly, contrasting short-term holders' 2.8M BTC loss

- U.S. spot Bitcoin ETFs saw $75.4M inflows as BTC rebounded above $92,000, reversing November's $1.26B outflow record. - Ethereum ETFs continued losing $1.42B since November, with ETHA and ETHE leading outflows amid macroeconomic uncertainty. - Institutional confidence grew as Harvard invested $443M in IBIT , while MicroStrategy added 884 BTC to holdings. - Market sentiment remains mixed with extreme fear levels, as analysts debate Ethereum's potential "supercycle" versus Bitcoin's stabilization.