NEW: Strive, the 14th-largest public Bitcoin treasury firm, has urged MSCI to drop its proposal to exclude companies whose digital-asset holdings exceed 50% of assets, arguing the rule is “unworkable” and would hurt passive investors while missing its intended targets. 🎯

COLLAPSE IN DAT SHARE PRICES
MSTR, Metaplanet, SMLR, and NAKA all saw major DECLINES, with NAKA down over 98% in a wipeout that resembles "memecoin-style

Global M2 money supply is exploding
Bitcoin will follow it soon.

Russell 2000 is the biggest indicator for Altseason, and it’s about to hit a new all-time high.
Same Cycle, Same Breakout Point
- Both Russell 2000 and ALTS MCAP peaked in Nov 2021, marking the cycle top.
- Both entered a long bear market (2022–2023).
- Now, Russell is retesting its Nov 2021 highs, a key resistance zone.
- A breakout above these levels confirms the start of a major bull run in 2026.
History shows that the US Alts market (Russell 2000) and crypto ALTS often move in sync. If Russell breaks out, ETH and alts will follow it.
The crypto market is in a state of fear following the 1

WISDOM TREE LAUNCHES FIRST 100% STAKED $ETH ETP USING LIDO
🇪🇺 WisdomTreeEU introduced an Ethereum-based ETP (ticker: LIST) in Europe that earns staking rewards using the decentralized LidoFinance.
This is the first European ETP to hold only stETH minted via the Lido protocol. The structure avoids the unstaked buffers that traditional products often use for creations and redemptions.
The launch of this ETP demonstrates how stETH can be incorporated into regulated market infra. BlackRock—which issues ETHA— is reportedly considering staking options. 👀

XRP ETF INFLOWS HIT 15-DAY STREAK
U.S. spot XRP ETFs have now logged 15 straight days of net inflows, pushing total assets to nearly $900M.

BRICS Group launches gold-backed UNIT payment system
40% gold and 60% BRICS currency basket, UNIT will allow 30+ countries to trade precious metals outside Western platforms
The U.S. dollar’s days as global reserve currency are numbered

BIG BREAKING 🚨
CHINA 🇨🇳 IS ABOUT TO MAKE BIG #BITCOIN ANNOUNCEMENT IN COMING DAYS — SOURCES 🔥

JAPAN JUST CROSSED ONE OF THE MOST IMPORTANT FINANCIAL RED LINES IN ITS MODERN HISTORY
And almost nobody is paying attention.
The Bank of Japan is now sitting on ¥32.83 trillion in unrealized losses, the largest loss ever recorded by a major central bank.
For the first time since the global financial crisis, the BOJ’s interest expenses are higher than its income, which means the system is no longer self-sustaining.
The stress is showing up directly in the bond market:
The 10-year JGB has climbed to around 1.9%, a level avoided for nearly two decades.
Long bonds are breaking into uncharted ter

⚡ $XRP ETFs SEE INFLOWS FOR 13 CONSECUTIVE DAYS
TODAY:
U.S. Spot $XRP ETFs recorded $12.84 million in daily net inflows, marking their 13th consecutive day of growth.
→ Franklin led the inflows, adding $5.7 million to its holdings
→ Bitwise — $3.76 million in inflows
→ Grayscale — $2.04 million in inflows
→ Canary — $1.34 million in inflows
📈 Cumulative net inflows have climbed to $887.12 million
Institutional demand for $XRP is heating up, while retail remains in panic mode.

Hollywood writers, producers, directors and theater owners voiced skepticism over Netflix’s proposed $82.7 billion takeover of Warner Bros.’s studio and streaming businesses

In 6 weeks, Bitcoin treasury companies bought ~14,000 more Bitcoin
~19,000 new Bitcoin were produced since October 21 - these companies bought ~70% of the new supply
The top 100 treasury companies went from having a MINIMUM of 108 Bitcoin to 132

BREAKING: US PCE came in at 2.8% and Core PCE at 2.8%
Expectations: 2.8% and 2.9%
This is another sign that inflation is cooling faster than the Fed expected.
With inflation falling and growth slowing, the Fed has no reason to keep rates high.
A rate cut next week is now almost fully locked in.
This is positive for markets, liquidity, and risk assets like BTC and ETH

🚨 OpenAI will have $500 BILLION in operating losses until 2030, according to HSBC - FT

🇺🇸 JUST IN: HASSETT CALLS FOR CAUTIOUS FED RATE CUTS
White House Advisor Kevin Hassett says the Fed should start cautiously cutting interest rates amid slowing growth and a loosening labor market!
Hassett sees rate cuts as a balanced move to support growth without stoking inflation.

THIS IS WHY 4 YEAR CYCLE IS DEAD NOW.
Bull run isn’t over, it’s delayed.
The idea that Bitcoin still follows a clean 4-year cycle is getting weaker.
Most of the major moves in the last decade didn’t come from halving events, they came from shifts in global liquidity.
And the same patterns are starting to form again.
The clearest signal right now is stablecoin liquidity. Even with the recent drawdown, total stablecoin supply keeps climbing. That usually means large players haven’t exited crypto, they’re sitting on dry powder and waiting for the macro setup to turn.
On the US side, Treasury po