Recap Week3 2025: Lots of stories

Highlights:

The SEC has some explaining to do, Trump plans executive orders on his first day as president according to the Washington Post and Reuters with an article about new SEC leadership poised to kickstart crypto overhaul, US CPI relieved the market. NY Post article as well talking about US strategic reserve beyond Bitcoin. Bloomberg article about Crypto as a national priority (US). And finally, and beyond insane, Trump introduced his own memecoin.

Here we go:

BTC:

• https://www.coindesk.com/markets/2025/01/13/bitcoin-difficulty-hits-all-time-high-adjusts-positively-for-8th-consecutive-time
• https://www.coindesk.com/markets/2025/01/14/one-of-italys-largest-bank-buys-1-m-worth-of-bitcoin-report
• https://www.theblock.co/post/334505/donald-trumps-inauguration-no-longer-sell-the-news-event-for-bitcoin-k33-says
• https://www.theblock.co/post/334682/bitcoin-derivatives-market-signals-increased-volatility-ahead-of-trump-inauguration
• https://www.theblock.co/post/335291/jpmorgan-bitcoin-dominance-ether-altcoins-2025
• https://www.dlnews.com/articles/markets/trump-may-put-bitcoin-rally-at-risk-warns-standard-chartered/
• https://www.coindesk.com/markets/2025/01/17/bitcoin-snaps-downtrend-hits-105-k-as-anticipation-builds-for-trumps-inauguration

ETH:

• https://www.theblock.co/post/334951/30-of-ethereum-validators-signal-higher-block-gas-limit-data-shows
• https://www.theblock.co/post/335357/ethereum-pectra-march?
• https://www.theblock.co/post/335575/vitalik-buterin-details-large-changes-to-ethereum-foundation-leadership-amid-calls-for-new-leadership

SEC:

• https://www.coindesk.com/policy/2025/01/13/u-s-judges-demand-sec-explain-itself-for-rebuffing-requests-for-crypto-rules
• https://blockworks.co/news/legal-pro-analyzes-coinbase-sec-ruling

Washington Post on Trump:

• https://www.theblock.co/post/334372/trumps-first-day-executive-orders-could-repeal-secs-controversial-accounting-bulletin-washington-post

Reuters article on new SEC leadership to kickstart crypto overhaul:

• https://www.reuters.com/world/us/trumps-new-sec-leadership-poised-kick-start-crypto-overhaul-sources-say-2025-01-15/

US CPI:

• https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html
• https://www.reuters.com/markets/us/us-consumer-prices-rise-slightly-above-expectations-december-2025-01-15/?

NY Post article:

• https://www.theblock.co/post/335017/trump-america-first-strategic-reserve-usdc-sol-xrp

Bloomberg article:

• https://www.theblock.co/post/335321/trump-to-make-crypto-a-national-priority-in-upcoming-executive-order-bloomberg

Trump memecoin:

• https://www.theblock.co/post/335541/trump-launched-his-own-memecoin-what-is-going-on

MK Opinion

Inauguration Trump on Monday and keep an eye on the BOJ-Yen next week:

https://www.reuters.com/markets/asia/boj-will-raise-rates-if-economy-price-conditions-continue-improve-ueda-says-2025-01-15/?

Regarding Trump coin: normally I would not mention any meme coin (all toxic),but this one affected markets (ETH, SOL and respective ecosystems). Took liquidity from other altcoins which are short-term suffering from this casino.

Coin | Other News:

Microstrategy (MSTR Equity):

• https://www.coindesk.com/markets/2025/01/13/micro-strategy-added-2-530-bitcoin-for-243-m-bringing-holdings-to-450-k-btc
• https://protos.com/why-have-microstrategy-insiders-been-dumping-mstr/

Tether (USDT):

• https://www.theblock.co/post/334283/tether-poised-to-relocate-to-el-salvador-after-securing-dasp-license

Relocating from where?

AI Agents hype:

• https://blockworks.co/news/ai-agent-market-wipeout

Sony:

• https://www.theblock.co/post/334396/sonys-public-blockchain-platform-soneium-launches-on-mainnet

Finfluencers and copy trading - did not end well:

• https://protos.com/hyperliquid-lets-influencers-experience-blowing-up-a-fund/

Deribit:

• https://www.theblock.co/post/334607/crypto-derivatives-giant-deribit-attracts-buyers-for-potential-acquisition-report

Brickken:

• https://cointelegraph.com/news/brickken-rwa-platform-2-5-m-22-5-m-valuation

Pyth:

• https://www.theblock.co/post/334927/pyth-launches-new-oracle-lazer-to-offer-price-feeds-to-latency-sensitive-apps?

Litecoin (LTC):

• https://www.theblock.co/post/334916/litecoin-etf-most-likely-approved-next-in-us-bloomberg-analyst-says

Who will buy this stuff?

Helium (HNT):

• https://blockworks.co/news/helium-partners-with-dawn

Ripple (XRP) vs SEC:

• https://cryptobriefing.com/xrp-classification-appeal-sec/

Coinbase (COIN Equity):

• https://www.theblock.co/post/335007/coinbase-bitcoin-backed-onchain-loans-morpho

More and more leverage into the system, what could possibly go wrong….

Solana (SOL):

• https://blockworks.co/news/solana-weighing-sol-inflation-cut

Boerse Stuttgart:

• https://cointelegraph.com/news/boerse-stuttgart-digital-first-mica-license-germany

Crypto.com

• https://www.theblock.co/post/335504/digital-asset-exchange-crypto-com-obtains-in-principle-approval-for-a-mica-license

Actively Managed Strategy:

MKs Short Term Risk Report:

• Justin Sun (TRON, Huobi-HTX, WBTC)
• Trump Admin not delivering
• Tether (USDT)
• Regulation overkill in both stablecoins and DEFI
• Re-Staking uncertainties: dangerous concept that could lead to mass liquidation and the collapse of the rehypothecated tokens
• Capital Markets in general (Yen Carry Trade, China, Credit Event / Yields, FED not delivering)
• Geopolitics
• Memecoin Frenzy, excessive leverage, Agressive and unsustainable “promised” APY’s
• Hacks / Exploits
• (Liquidity) Fragmentation (L2s)
• Projects running out of runway

The week ahead by Nomura and Livesquawk:

• https://www.nomuraconnects.com/focused-thinking-posts/the-economy-next-week/?
• https://www.livesquawk.com/report/special_ls-focus-on-the-week-ahead

Upcoming Events:

Will be attending the following conferences/events:

N/A

Agenda:

• https://bdc.consulting/calendar
• https://www.bcnl.foundation/events?page=1&sort=-date

Tokens:

Unlocks:

Source:

https://tokenomist.ai/

Have a wonderful weekend, and thanks for reading!

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