The post Bitcoin Crash 2026: Token Bay Capital Says Whales Are Already Buying Back In appeared first on Coinpedia Fintech News

Bitcoin had dropped over 50% from its all-time highs, with roughly 40% of that fall happening in the last six months alone. But one fund manager thinks the bottom could already be forming.

In a recent CNBC International interview, Lucy Gazmararian, founder and managing partner of Token Bay Capital, explained that crypto’s recent sell-off was not isolated. It followed a broader macro risk asset correction into early 2026, with another 20-30% drop across the board.

Bitcoin Whales Sold at $100K, Now “Nibbling” Back In

Gazmararian pointed to OG Bitcoin whales who sold down their holdings around the $100K psychological level at the end of 2025. According to her, this follows the same four-year cycle pattern that has played out repeatedly in crypto markets.

“Until it’s proven otherwise, these four-year cycles are going to persist,” she said.

She added that if Bitcoin drops back to the $50K level, whales are expected to accumulate heavily. Some may already be “beginning to nibble back into the market.”

Also Read: Is Bitcoin’s 4-Year Cycle Breaking Down? Ran Neuner Points to Liquidity Shift

Peak-to-Trough Drawdowns Are Getting Smaller

Gazmararian noted that while the pattern of roughly three years up, a blow-off top, and a sharp decline still holds, the drawdowns are getting “smaller and smaller” each cycle. This suggests the crypto market is gradually maturing.

For those watching for a re-entry point, her message was direct.

“If you’re looking to accumulate, it is not a crazy thing to be accumulating at this price,” she said.

XRP Records Positive ETF Flows While Market Bleeds

While nearly every crypto asset saw outflows last week, XRP was the only cryptocurrency with record positive ETF flows, bucking the broader sell-off trend entirely.

Memecoins Have No Real Backing, Says Gazmararian

Gazmararian also drew a clear line between tokens with real utility and those without. She described memecoins and cultural tokens as “backed by absolutely nothing,” adding that they trade purely on “social media momentum and tokens going viral for really obscure reasons.”

On the other hand, tokens tied to blockchain infrastructure like Ethereum serve as consensus mechanisms for decentralized transactions. Bitcoin’s value, she said, is anchored in its function as a global instant payment system and the energy cost behind mining.

The post Bitcoin Miner Cango Sells 4,451 BTC Worth $305M to Fund AI Pivot appeared first on Coinpedia Fintech News

Bitcoin miner Cango Inc. (NYSE: CANG) sold 4,451 BTC on the open market for approximately $305 million in USDT. The company’s market cap sits at around $333 million, making this sale nearly as large as the entire firm itself.

Cango confirmed Monday that all proceeds were used to partially repay a Bitcoin-collateralized loan. The company is dealing with $407 million in debt, a current ratio of 1.2, and negative free cash flow of $252 million. Its stock is trading near a 52-week low of $0.93.

“The partial divestment of the Company’s Bitcoin holding underscores the strategic importance of strengthening the balance sheet to fund new growth initiatives,” Cango stated in a press release.

Cango Shifts Focus From Bitcoin Mining to AI

Cango is transitioning its mining infrastructure toward AI computing. The company plans to deploy modular, containerized GPU compute nodes across its existing sites to provide inference capacity, targeting small and medium enterprises first.

To lead this shift, Cango brought in Jack Jin as CTO of its AI business line. Jin previously worked at Zoom Communications, where he managed GPU cluster deployments supporting large language model operations.

Bitcoin Mining Numbers Already Declining

Cango’s January 2026 production fell to 496.35 BTC, down from 569 in December 2025. Average daily output also dropped from 18.35 to 16.01 BTC, with the hashrate declining as well.

The company only entered crypto mining in November 2024 and currently operates across 40+ sites in North America, the Middle East, South America, and East Africa.

Cango said it remains committed to mining while seeking “an optimal balance between hashrate scale and operational efficiency.”

New Investment Adds to the Picture

Despite the financial pressure, Cango recently secured $10.5 million from Enduring Wealth Capital Limited, which purchased 7 million Class B shares at $1.50 each. The investment raised EWCL’s stake from 2.81% to 4.69%.

Analysts expect 5.23% revenue growth this fiscal year, though profitability is not on the cards yet.

Read More: Is Bitcoin Safe From Quantum Computing? CoinShares Data Says Yes For Now

The post Is Bitcoin Safe From Quantum Computing? CoinShares Data Says Yes For Now appeared first on Coinpedia Fintech News

The quantum computing threat to Bitcoin has been a hot topic recently.

A fresh report from CoinShares finally puts real numbers behind the debate, and the actual risk is much smaller than the headlines suggest.

Can Quantum Computers Actually Break Bitcoin?

CoinShares confirms that quantum algorithms like Shor’s could, in theory, expose private keys from Bitcoin’s ECDSA signature system. But the computing power needed to pull that off does not exist yet and is not coming anytime soon.

Breaking Bitcoin’s secp256k1 curve within one day would need around 13 million physical qubits. For context, Google’s Willow chip currently operates on just 105.

Ledger CTO Charles Guillemet told CoinShares, “To break current asymmetric cryptography, one would need something in the order of millions of qubits. And as soon as you add one more qubit, it becomes exponentially more difficult to maintain the coherence system.”

How Much Bitcoin Is Actually at Risk?

Around 1.6 million BTC sits in older P2PK addresses where public keys are visible. But only about 10,200 BTC could realistically cause market disruption if stolen quickly.

The rest is spread across 32,607 separate addresses holding around 50 BTC each. According to CoinShares, cracking those would take millennia, even with the most aggressive quantum progress imaginable.

Modern Bitcoin address formats like P2PKH and P2SH keep public keys hidden behind hashes, which means the vast majority of the supply stays protected.

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Should Bitcoin Upgrade Now?

The report urges caution. Rushing into hard forks or unproven quantum-resistant address formats could introduce bugs, burn developer resources, and chip away at Bitcoin’s core values of immutability and property rights.

Cryptographer Dr. Adam Back offered a calmer take: “Bitcoin can adopt post-quantum signatures. Schnorr signatures paved the way for more upgrades, and Bitcoin can continue evolving defensively.”

What Does This Mean for Bitcoin Holders?

CoinShares puts the timeline for cryptographically relevant quantum computers at the 2030s or later. Holders with funds in vulnerable legacy addresses have plenty of time to move them.

The quantum threat is real on paper, but the data says Bitcoin has time on its side.

FAQs

The post Top Crypto Market Events to Watch This Week: CPI, Fed Speakers, and Jobs Data appeared first on Coinpedia Fintech News

Crypto markets barely moved over the weekend after last week’s massive $700 billion selloff.

Bitcoin is currently trading at $69,875 after crashing toward $60,000, but it’s still deep in bear market territory and down 44% from its all-time high.

This week could change things. Five major economic releases and five Fed speakers are lined up, and each one has the potential to move markets.

Delayed Retail Sales Data on Tuesday

December retail sales, pushed back due to the government shutdown, are expected at 0.4% month-over-month, down from 0.6% in November. This gives a read on how consumers are spending, and weaker numbers could push rate cut expectations forward.

January Jobs Report on Wednesday Is the Big One

Nonfarm payrolls are expected at 80K, up from 50K in December. Unemployment is projected to hold at 4.4%.

CNBC’s Jim Cramer called it directly: “The most important thing, believe it or not, is the Labor Department’s nonfarm payroll report on Wednesday. If that comes in soft, it means the Fed can keep cutting rates, and that’s great news for the stock market itself.”

Soft jobs data would be bullish for crypto. Strong numbers would do the opposite.

Coinbase Earnings on Thursday

Coinbase reports earnings on Thursday, which will reflect exactly how the recent downturn has hit trading volumes and revenue, giving investors a ground-level view of crypto market health.

Robinhood reports on Tuesday, with crypto revenue expected down 28% to $259 million despite overall revenue rising 34%.

CPI Inflation Report Closes the Week on Friday

January’s Consumer Price Index is expected to show year-over-year inflation cooling to 2.5% from 2.7%. But core CPI month-over-month is projected at 0.31%, up from 0.20% in December. BofA economists expect inflation picked up at the start of 2026.

The Fed still sees inflation as “somewhat elevated.” If CPI comes in hot, rate cut hopes get pushed further out.

Five Fed Speakers Add to the Mix

Governor Christopher Waller, Atlanta Fed President Raphael Bostic, Cleveland Fed President Beth Hammack, Vice Chair Michelle Bowman, and Governor Stephen Miran all speak this week. Markets currently price no rate cut until June, with two quarter-point cuts expected by December.

Senior strategist Angelo Kourkafas at Edward Jones said, “We’ll see if any either weakness in the labor market data or any surprising cool-down in inflation accelerates a bit the timeline for when the market thinks the next rate cut may be delivered.”

What Crypto Traders Should Watch

Weak jobs data and cooling inflation would strengthen the case for rate cuts, giving Bitcoin and altcoins room to bounce. Strong economic numbers or hawkish Fed commentary would likely keep pressure on crypto prices.

Also Read: Crypto Analyst Warns Bitcoin Could Hit Zero, Lays Out 16-Step ‘Doomsday’ Scenario

After a major wipeout, this week’s data could determine whether crypto finds a floor or keeps falling.

The post Eigen LabsResearcher Says DAOs Will 100x as AI Crushes Software Costs appeared first on Coinpedia Fintech News

Building a software product used to cost around $215,000. Today, with AI tools, that number has dropped to under $450. That gap is exactly why one expert believes DAOs are about to take off.

Kydo, a researcher at Eigen Labs, shared a detailed breakdown on X explaining why DAOs are no longer just a governance experiment. His argument is straightforward: AI has made building software so cheap that the cost of setting up a company now matters more than the cost of building the product itself.

The Numbers Behind the Shift

In a traditional setup, hiring one software engineer for 12 months costs roughly $200,000. Add $15,000 for legal and LLC formation, and you’re looking at about $215,000 to get an MVP off the ground.

With AI tools like Claude Code and Opus, a single builder can now ship a working product for around $200. Setting up a DAO costs $50 to $250. Total: under $450.

“That’s not a marginal improvement. That’s a structural inversion,” Kydo wrote.

When building was expensive, nobody cared that an LLC cost $15,000. It was a rounding error. Now that AI has pushed production costs near zero, that $15,000 is the biggest expense on the table. DAOs, at a fraction of that cost, suddenly have a real advantage.

The Old Pitch vs the New Pitch

DAOs were always sold on ideology: decentralization, community ownership, censorship resistance. Kydo argues those ideas alone were never enough to justify the friction of working without a traditional company.

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•   ,

The new case for DAOs is purely economic. And economic arguments, as he put it, “scale.”

He backed this up with real examples. Nouns DAO hit a treasury worth over $50 million without any corporate entity behind it. Botto, an AI-generated art collective, used a DAO to let community members direct an autonomous artist and share in the earnings.

What This Means for Solo Crypto Builders

Kydo highlighted a problem many builders already know too well. Building is now cheap. Getting distribution and funding is not.

A working app built for $200 without a community behind it is just a side project. Add a DAO with a token and aligned contributors, and it becomes what Kydo calls “an economic organism.”

He also confirmed that Eigen Labs is working on solutions to make tokens “actually own and mean something, not this speculative fluffy thing that we have currently.”

Not Everyone Agrees

Crypto lawyer Gabriel Shapiro responded, arguing that regulation, not costs, is the real reason DAOs haven’t taken off as fundraising vehicles.

Kydo pushed back: “crypto never had much reg clarity but it didn’t stop tokens and companies making 100s of billions here.”

FAQs

The post How Hard Has the Crypto Market Crash Hit Donald Trump’s Holdings? appeared first on Coinpedia Fintech News

The crypto market just had one of its worst days in months, and Trump might have felt the heat too.

In a recent video breakdown by The Bulwark, hosts Tim Miller and Catherine Rampell unpacked the crash, what caused it, and why the Trump family’s deep crypto exposure makes this sell-off different from the rest.

$TRUMP Coin Down, Bitcoin Back to 2021 Levels

Bitcoin fell toward $60,000, with realized losses reaching about $3.2 billion in just one day – the highest daily total ever recorded. It now sits 46% below its all-time high, back to where it was in 2021. Ethereum lost 50% over six months. Dogecoin dropped 66% in a year.

The $TRUMP meme coin took the hardest hit. It currently trades at $3.33, down 95.58% from it’s all-time high just a year ago.

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•   Crypto Analyst Warns Bitcoin Could Hit Zero, Lays Out 16-Step ‘Doomsday’ Scenario
•   ,

Bessent Says No Crypto Bailout

Treasury Secretary Scott Bessent made one thing very clear: the government is not coming to save crypto. That statement sent markets deeper into panic, triggering forced liquidations and stop-loss cascades that made the drop worse.

The bigger issue is the rising long-term interest rates.

Rampell explained it simply: “You want money to be really cheap… when you have long-term rates going up, that tends to be bad for asset bubbles.”

Cheap money fuels speculation. When borrowing gets expensive, assets like meme coins are the first to break.

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•   ,

Trump Family’s Secret Crypto Deal With Abu Dhabi

The Wall Street Journal reported that the Trump family’s crypto exchange sold a 49% stake to an Abu Dhabi royal who serves as the country’s national security chief. No one knew about the deal until journalists broke the story.

Rampell raised the concern directly: “We don’t have a lot of visibility into those transactions and whether Trump and his family may be doing lots of shady deals or selling off at various points to enrich themselves.”

Gold Up, Crypto Down?

While crypto crashed, gold kept climbing.

According to Rampell, that gap challenges the idea that Bitcoin works as a hedge against inflation. She argued that gold has thousands of years of history behind it, while crypto still behaves more like a speculative risk asset tied to cheap money conditions.

Retail Investors Take the Biggest Hit

Rampell was blunt about who loses the most here: “There are a lot of people who maybe lost their shirts who can’t afford it.”

With this level of political involvement in crypto markets, the questions around transparency and investor protection are only going to get louder.

FAQs

The post China’s New Crypto Ban Explained: Stablecoins, RWA, and the Digital Yuan appeared first on Coinpedia Fintech News

China is tightening the screws on crypto again.

The People’s Bank of China and seven other government agencies released a revised joint notice on Friday, banning unauthorized offshore issuance of yuan-pegged stablecoins. The notice also brings RWA tokenization under regulatory control for the first time.

The agencies stated that stablecoins pegged to fiat currencies “perform some of the functions of fiat currencies,” and warned that their unregulated circulation could threaten the yuan’s stability.

The rules apply to both domestic and foreign entities, including overseas branches of Chinese firms.

What Do the New Rules Cover?

The notice reaffirms that crypto has no legal tender status in China. All crypto-related business activities remain classified as “illegal financial activities.”

Financial institutions are warned against offering banking or clearing services to crypto businesses. Mining operations continue to face enforcement. And businesses can no longer include words like “stablecoin,” “RWA,” or “cryptocurrency” in their registered names or business scope.

A Hidden Opening for RWA?

Here is where it gets interesting. Despite the ban language, the notice does seem to create a regulated path for RWA tokenization, something that previously sat in a grey area.

Louis Wan, CEO of Unified Labs, said, “The biggest breakthrough is a clear separation between virtual currencies and RWA. Virtual currencies will still be outlawed, but RWA is being included in the regulatory system. For China’s RWA business, this is a milestone.”

Alex Zuo, senior vice president at Cobo, added, “To some extent, this means China is allowing the issuance of offshore tokens based on onshore assets.”

Digital Yuan Dominance

Winston Ma, adjunct professor at NYU School of Law, said China’s central bank is essentially highlighting that only its own digital yuan is legitimate.

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•   ,

China recently allowed commercial banks to pay interest on digital yuan wallets starting January 1, 2026, a clear push to drive e-CNY adoption while shutting out private alternatives.

Crypto Twitter has been exploding with reactions. Benjamin Cowen, CEO of Into The Cryptoverse, summed it up on X: “It wouldn’t be a bear market if China wasn’t banning crypto.”

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