infinityhedge

21 January 2025 18:50

*SEC LAUNCHES CRYPTO TASK FORCE LED BY COMMISSIONER PEIRCE

*NEW CRYPTO TASK FORCE WILL BE DEDICATED TO DEVELOPING A COMPREHENSIVE AND CLEAR REGULATORY FRAMEWORK FOR CRYPTO ASSETS

infinityhedge

21 January 2025 14:01

MICROSTRATEGY ACQUIRED 11k BITCOINS FOR ABOUT $1.1B IN CASH AT AN AVG. PRICE OF $101,191 PER BITCOIN BETWEEN JANUARY 13 AND 20, 2025

Total Holdings: 461k BTC
Average Price: $63,610/BTC

infinityhedge

20 January 2025 18:39

TRUMP ENDED INAUGURAL ADDRESS WITHOUT MENTIONING BTC OR AI

infinityhedge

20 January 2025 18:31

TRUMP: WILL CHANGE NAME OF GULF OF MEXICO TO GULF OF AMERICA

infinityhedge

20 January 2025 18:25

TRUMP: WE WILL TARIFF AND TAX FOREIGN COUNTRIES TO ENRICH OUR CITIZENS

infinityhedge

20 January 2025 18:01

DONALD TRUMP SWORN IN AS 47TH US PRESIDENT

infinityhedge

20 January 2025 15:41

TRUMP OFFICIAL CONFIRMS WSJ REPORT THAT HE'LL STOP SHORT OF IMPOSING DAY-ONE TARIFFS

infinityhedge

20 January 2025 14:32

TRUMP TO LAY OUT TRADE VISION BUT WON'T IMPOSE NEW TARIFFS YET - WSJ

*DOLLAR FALLS AFTER WSJ REPORT THAT TRUMP WON’T IMPOSE TARIFFS ON FIRST DAY

infinityhedge

20 January 2025 09:34

Sam Altman: We are not gonna deploy AGI next month, nor have we built it.

infinityhedge

19 January 2025 15:15

MICHAEL SAYLOR HINTED AT ANOTHER BITCOIN BUY DESPITE BLACKOUT PERIOD REPORTS

infinityhedge

19 January 2025 12:40

ETHBTC RATIO PLUNGES TO 0.03, LOWEST IN NEARLY 4 YEARS

infinityhedge

19 January 2025 09:52

*TRUMP MEMECOIN SURPASSED DOGECOIN IN FDV

infinityhedge

16 January 2025 23:13

Phantom Wallet Raises $150 Million At $3 Billion Valuation: BBG

infinityhedge

16 January 2025 13:12

James Seyffart (ETF Research analyst at Bloomberg Intelligence) on Altcoin ETFs in 2025: Blockworks

*James Seyffart said that SSAs with exchanges like Coinbase, Kraken, could satisfy the SEC's concerns about market manipulation, but the SEC has historically leaned on futures markets for approval and also SEC have lawsuits against these exchanges.

*He also said their are no SOL ETF deadlines because the SEC just didn't acknowledge filings so they basically denied them outright. He suggested that a change in SEC leadership, particularly under a potential Trump administration, could expedite the process. However, he cautioned against overly optimistic market expectations, noting that even with a more crypto-friendly SEC chair like Paul Atkins, the approval process could take until 2026. While he believes the approval of altcoin ETFs is a matter of "when, not if," he does not guarantee it will happen in 2025.

*He pointed out that if issuers file much of Solana ETF filings right after Gary Gensler steps down and a new administration takes office, the SEC's acknowledgment of these filings within a couple of weeks could provide a clearer timeline for approval. However, he questioned whether the SEC would prioritize these filings while other divisions still have open cases labeling these assets as securities. SEC might drop lawsuits against exchanges or settle them, which could pave the way for a more favorable regulatory environment. This would depend on the new leadership's willingness to resolve these legal disputes and align the SEC's internal divisions.

*Seyffart also highlighted the irony of SEC Chair Gary Gensler’s past involvement in teaching blockchain and crypto at MIT, contrasting it with his stringent regulatory stance under the Biden administration. He predicted that while a new administration might reduce regulatory headwinds, it won’t be a "free-for-all," as the SEC will still target bad actors and enforce rules.

*On 2025 Outlook: He predicts trump will repeal SAB 121 and US will not sell any more of BTC they currently holds. (He is less optimistic on the Strategic Bitcoin Reserve, He don't think Reserve helps all that much)

infinityhedge

15 January 2025 15:58

*TRUMP'S SEC TO OVERHAUL CRYPTO POLICY, MAY FREEZE ENFORCEMENT: RTRS

*In the first few days of the new administration, the SEC is expected to begin a review of those court cases and potentially freeze some litigation that does not involve allegations of fraud, said two of the sources. Some of those cases could eventually be withdrawn.

infinityhedge

21 January 2025 14:30

The Week Ahead | @infinityhedge

WEEKLY US SPOT ETF FLOWS:
*BTC: +$2B
*ETH: +$212M

US BTC spot ETF Options:
*Total OI Call/Put Ratio(Nominal): 1.72
*Total OI Call/Put Ratio(Delta): 4.64

Macro:
*Trump will have a big infrastructure announcement at 4PM ET today.
*BoJ Interest Rate Decision on 24 (poised to raise rates to highest in 17 years).
*Japan PM's policy speech on 24 (expected to announce Japan's biggest-ever budget bill)
*Samsung “Unpacked 2025” event on 22.
*Trump is expected to speak at Davos on 22 (Day 2 of waiting for Mr. President to say Bitcoin).

Crypto:.
*MicroStrategy is anticipated to enter a blackout period starting this week.
*MicroStrategy shareholders will vote to increase the number of authorized Class A common shares to 10.3B from 330M on 21.
*SOL ETF first deadlines, will be delayed. SEC named SOL unregistered security in the Coinbase/Kraken/Binance suits. +No SOL futures on US exchanges yet - SEC needs 18-24mo futures history before it considers spot approval. (Per Leah Wald SOL ETFs unlikely to be approved in US ‘anytime soon’).
*South Korea's FIU will hold a disciplinary hearing on 21, to address Upbit's alleged violations of KYC regulations.
*Azuki’s AnimeCoin TGE on 23.
*Major Token Unlocks: $JUP: $620M (41.9%) on 25.

Post will be refreshed w/ new info and earnings, Graphics, Articles, etc are in the group⬎

infinityhedge

20 January 2025 19:51

ETHEREUM FOUNDATION ESTABLISHES NEW MULTISIG WALLET FOR DEFI PARTICIPATION, WILL TRANSFER 50,000 ETH

*The wallet address is 0x9fC3dc011b461664c835F2527fffb1169b3C213e

*The EF will use this new wallet to participate in the DeFi ecosystem.

infinityhedge

20 January 2025 18:32

TRUMP: WE ARE TAKING PANAMA CANAL BACK

Trump: "China is operating the Panama Canal, and we didn't give it to China. We gave it to Panama, and we're taking it back!"

infinityhedge

20 January 2025 18:28

TRUMP: GOVERNMENT POLICY WILL BE THAT THERE ARE ONLY TWO GENDERS: MALE AND FEMALE

infinityhedge

20 January 2025 18:05

CRYPTO NOT MENTIONED AS IMMEDIATE PRIORITY IN DOCUMENT SENT BY REPUBLICAN LAWMAKERS: PUNCHBOWL

infinityhedge

20 January 2025 15:54

TRUMP'S WORLD LIBERTY FINANCIAL APPEARS TO BE TWAP BUYING BTC AND ETH

infinityhedge

20 January 2025 15:30

NVIDIA CEO HUANG SAYS TO CONTINUE TO COOPERATE WITH CHINA - CCTV

infinityhedge

20 January 2025 12:21

ETHEREUM FOUNDATION EXPLORING STAKING OPTIONS: VITALIK

infinityhedge

19 January 2025 22:32

TRUMP MEMECOIN CRASHED 50% AFTER MELANIA TRUMP'S MEMECOIN LAUNCH

*TRUMP'S OFFICIAL ACCOUNTS REPOSTED MELANIA MEMECOIN LAUNCH POST

infinityhedge

19 January 2025 15:08

TRUMP'S WORLD LIBERTY FINANCIAL BOUGHT $20M ETH: ARKHAM DATA

infinityhedge

19 January 2025 10:11

*TRUMP MEMECOIN SURPASSED SHIBA INU IN MARKET CAP

infinityhedge

17 January 2025 17:59

DIGITAL CURRENCY GROUP CHARGED BY SEC FOR MISLEADING INVESTORS: FILING

SEC SANCTIONS GENESIS CEO FOR MISLEADING CRYPTO INVESTORS: FILING

infinityhedge

16 January 2025 13:54

XRP HITS ATH AFTER 7 YEARS

infinityhedge

15 January 2025 22:33

POPULAR SHORT SELLER 'HINDENBERG RESEARCH' SHUTS DOWN: LINK

infinityhedge

15 January 2025 14:34

*TRADERS PRICE IN FED RATE CUT BY JULY VS SEPTEMBER PREVIOUSLY