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Latest / Bitcoin News Digest Podcast

Deep Dive 1/23/26

Executive Summary

The last 24-hours demonstrated a pivot for the digital asset market. Following a week of macro-driven panic selling, the market has transitioned into a phase of calculated, infrastructure-focused accumulation. While spot Bitcoin prices consolidated, a significant divergence occurred as equity and venture capital signaled strong confidence in the ecosystem’s foundational “plumbing.”

This period is being defined by an “Infrastructure Super-Cycle,” where the valuation premium is shifting from speculative assets to the regulated services that secure and manage them. The…

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