While Bitcoin and Ethereum exchange-traded funds (ETFs) bled billions last week, Solana-focused funds quietly demonstrated remarkable resilience, attracting $6.7 million in fresh capital. This inflow, bringing total assets under management to $689.8 million, occurred even as the price of SOL itself dropped 3.6% to $122.74, highlighting a divergence between ETF investor behavior and short-term spot price action. The Solana funds’ steady performance stands in stark contrast to a combined $1.6 billion exodus from BTC and ETH products and unfolds against a surprising backdrop: a 23.8% weekly surge in the price of silver, which is now challenging SOL in a race to $150.
about Solana ETFs Defy Market Trends with $6.7M Inflow
VANECK
Ledger Eyes $4B IPO as Crypto Custody Demand Grows
Ledger, the crypto hardware wallet manufacturer, is reportedly preparing for a U.S. initial public offering that could value the company at over $4 billion, with investment banks Goldman Sachs, Jefferies, and Barclays leading the potential New York Stock Exchange listing. This move underscores the escalating institutional demand for secure crypto custody solutions and adds to a renewed wave of public listings for digital asset companies, following BitGo’s recent debut as 2026’s first crypto IPO. However, the path forward is nuanced, shaped by a mixed performance in crypto stocks, a shifting regulatory landscape, and the volatile trajectory of the broader crypto market.
about Ledger Eyes $4B IPO as Crypto Custody Demand GrowsVanEck: Bitcoin Cycle Breaks, Gold & AI Stocks Gain Favor
In a significant market analysis, asset manager VanEck has declared the breakdown of Bitcoin’s traditional four-year cycle, shifting the investment thesis toward institutional flows and macro liquidity. The firm signals a cautious near-term outlook for cryptocurrencies over the next three to six months while issuing clear bullish signals for traditional assets: AI stocks appear attractive following a correction, and gold is reaffirmed as a core global currency. This repositioning arrives amid heightened political uncertainty, including a Department of Justice lawsuit against Federal Reserve Chair Jerome Powell, which analysts suggest could accelerate a historic shift into non-sovereign monetary hedges like Bitcoin and gold.
about VanEck: Bitcoin Cycle Breaks, Gold & AI Stocks Gain FavorBitcoin Below $101K Miner Cost: Rebound or Further Decline Ahead?
Bitcoin’s descent below the critical $101,000 miner breakeven level on January 12 has ignited a fierce debate among analysts, splitting the crypto community between those seeing a foundation for recovery and those warning of continued technical fragility. The price action unfolds against a backdrop of quietly improving on-chain data and unexpected macro-political noise, leaving the market at a significant crossroads.
about Bitcoin Below $101K Miner Cost: Rebound or Further Decline Ahead?VanEck: Bitcoin Could Hit $2.9M by 2050 in Base Case
Asset manager VanEck has projected a staggering long-term valuation for Bitcoin, with a base-case scenario suggesting the cryptocurrency could reach nearly $2.9 million per coin by 2050. This forecast, detailed by Head of Digital Assets Research Matthew Sigel, hinges on Bitcoin’s structural adoption as a global settlement currency and a central bank reserve asset, framing it as a non-sovereign monetary instrument rather than a traditional equity. However, this multi-decade optimism starkly contrasts with near-term market fragility, where analysts like Matrixport point to declining volumes and weak capital inflows, highlighting a challenging tactical environment ahead for BTC.
about VanEck: Bitcoin Could Hit $2.9M by 2050 in Base CaseVanEck: Bitcoin Could Hit $53.4M by 2050 in Bull Case
Global asset manager VanEck has released a long-term outlook projecting Bitcoin could reach $53.4 million per coin by 2050 in its most bullish scenario. The forecast hinges on Bitcoin capturing a significant share of global trade and reserve assets. Even the firm’s base case suggests a rise to $2.9 million, representing substantial growth from current levels.
about VanEck: Bitcoin Could Hit $53.4M by 2050 in Bull CaseRiot Platforms Sells $200M in Bitcoin to Fund AI Data Center Pivot
Publicly traded Bitcoin miner Riot Platforms has executed a significant strategic shift, selling 2,201 BTC in late 2024 to generate nearly $200 million in net proceeds. This move, which marks a reversal from the firm’s 2023 strategy of accumulating Bitcoin, is widely interpreted as funding its pivot toward artificial intelligence infrastructure. Riot is now part of a growing cohort of crypto miners diversifying into AI and high-performance computing data centers, leveraging their existing power portfolios for a new technological frontier.
about Riot Platforms Sells $200M in Bitcoin to Fund AI Data Center PivotBitcoin Whale Data Distorted by Exchange Consolidation, Not Buying
Recent social media claims of massive Bitcoin accumulation by large holders are misleading, according to onchain analysis from CryptoQuant. The data reveals that exchange operational moves, not fresh buying, are distorting whale wallet metrics. While true large-holder balances continue to decline, a separate shift shows long-term holders have quietly turned net buyers, creating a nuanced market picture as Bitcoin consolidates around $90,000.
about Bitcoin Whale Data Distorted by Exchange Consolidation, Not BuyingXRP ETF Buzz Grows Amid Barron Hint & $1.2B Inflows
Speculation around XRP exchange-traded funds has intensified following investor Paul Barron’s hint at ‘big news’ this week. Meanwhile, data reveals XRP spot ETFs have already attracted over $1.2 billion in assets since their November launch. The XRP Ledger is also seeing explosive growth in tokenized real-world assets, up 2,200% in 2025, creating a powerful narrative that is shifting investor focus from pure crypto bets to spot ETF allocations and tokenization themes.
about XRP ETF Buzz Grows Amid Barron Hint & $1.2B InflowsXRP as US Reserve: Trillionaire Dream or Legal Fantasy?
A provocative proposal from crypto entrepreneur Joshua Dalton suggests that adopting XRP as part of a U.S. strategic crypto reserve could theoretically help offset the nation’s $38 trillion debt, potentially catapulting the token’s price by over 46,000%. While this scenario has electrified segments of the cryptocurrency community with visions of monumental wealth creation, it collides with formidable legal barriers and market mechanics that render such an outcome highly speculative. The debate underscores the growing intersection of national fiscal policy and digital asset strategy, yet remains anchored in complex realities far from Dalton’s optimistic calculations.
about XRP as US Reserve: Trillionaire Dream or Legal Fantasy?Bitcoin Hash Rate Drop Signals 2026 Rally Setup, Says VanEck
Bitcoin’s network hash rate has dropped 4% amid December selling pressure, marking its steepest decline since April 2024. VanEck’s latest analysis frames this miner stress as a historical bullish setup, with data showing negative hash rate growth often precedes strong 180-day returns. The investment firm points to diverging investor behavior and reduced leverage as groundwork for a potential 2026 rally.
about Bitcoin Hash Rate Drop Signals 2026 Rally Setup, Says VanEckCorporate Bitcoin Buyers Boost Holdings Despite Crypto Slump
While crypto markets faced a dismal month, corporate Bitcoin buyers emerged as a bullish force. Digital Asset Treasuries added 42,000 BTC in a month—their largest accumulation since July 2025—even as exchange-traded product investors reduced exposure. The divergence highlights shifting institutional strategies amid market weakness.
about Corporate Bitcoin Buyers Boost Holdings Despite Crypto Slump