Latest / Bitcoin News Digest Podcast
Deep Dive 1/26/26
Executive Summary
The digital asset market is undergoing a period of significant structural stress, transitioning from speculative accumulation to a defensive consolidation phase. This shift is driven by a confluence of severe physical infrastructure degradation, institutional de-risking ahead of major macroeconomic events, and a fragmenting global regulatory landscape. The market is now in a state of Supply Dominance, where aggressive corporate buying from entities like Strategy Inc. is insufficient to absorb selling pressure from ETF outflows and miner capitulation.
• Physical…
The skinny
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