Strategy Buys 1,286 BTC, Increases USD Reserve To $2.25B

Michael Saylor’s Strategy, the Tysons Corner, Virginia-based firm formerly known as MicroStrategy, kicked off the new year with another large Bitcoin acquisition, buying 1,286 BTC for approximately $116 million, according to a Monday filing with the U.S. Securities and Exchange Commission (SEC). 

The purchase, made between December 29, 2025, and January 4, 2026, boosts the company’s Bitcoin holdings to 673,783 BTC, valued at around $62.7 billion at current prices.

The latest buy was funded entirely through the proceeds of MSTR Class A stock sales under the company’s at-the-market (ATM) program. The company sold nearly 2 million shares, generating $312.2 million in net…

Read more on BitcoinMagazine

The Strategy playbook looks different in 2026

This is a segment from the 0xResearch newsletter. To read full editions, subscribe.

Strategy has stepped back in as a visible treasury bid for BTC, but with a very different financing backdrop compared to 2024-2025

At the end of December, Strategy raised cash but barely deployed it into BTC. On Dec. 29-31, it sold 1,255,911 MSTR shares for $195.9 million net proceeds, yet bought only 3 BTC. In early January, deployment resumed: Jan. 1-4 saw another 735,000 shares sold for $116.3 million net, and 1,283 BTC bought for $116 million (avg $90,391/BTC), bringing holdings to 673,783 BTC.

The bigger signal sits in the financing backdrop. In 2024 through early 2025, Strategy funded…

Read more on Blockworks

US Debt Hits $38.5 Trillion—Here’s Why That’s Bullish For Bitcoin And Gold

Bitcoin (CRYPTO: BTC) and gold are rallying even as U.S. debt hit a record $38.5 trillion—fueling bets that Washington will lean on the Fed to keep rates low, a setup that historically lifts hard assets.

Debt Hits $38.5 Trillion

U.S. national debt crossed $38.5 trillion on Monday, pushing the debt-to-GDP ratio above 120%.

Interest payments alone now top $1 trillion annually, exceeding defense spending. The surge stems from pandemic-era stimulus and decades of fiscal expansion on infrastructure, military, and social programs.

Over 70% of the debt is owed to domestic lenders, with the rest held by Japan, China, and the United Kingdom.

The $17.3 Trillion Oil Wildcard

President Trump’s…

Read more on Benzinga

Bitcoin Price Jumps 8% Into New Year As Bullish Momentum Builds

Bitcoin began 2026 with some renewed strength, climbing roughly 8% since the start of the year as institutional inflows, derivatives positioning and geopolitical developments have come together to lift sentiment across crypto markets.

The bitcoin price is trading near $94,100 today, reaching levels last seen in early December. The price briefly touched an intraday high of $94,352 after opening the year near $87,400 on Jan. 1, per Bitcoin Magazine Pro data.

As of this morning, bitcoin was changing hands around $94,000, according to market data, putting it within 1% of its recent seven-day high.

The rally pushed bitcoin’s market capitalization to roughly $1.87 trillion, with…

Read more on BitcoinMagazine

Morgan Stanley Files With SEC For Spot Bitcoin ETF

Morgan Stanley has filed with U.S. regulators to launch a spot bitcoin exchange-traded fund, marking the first time a major U.S. bank has sought approval to issue an ETF tied directly to the price of bitcoin.

The filing, submitted to the Securities and Exchange Commission, proposes the Morgan Stanley Bitcoin Trust, an exchange-traded fund designed to track the price of bitcoin, net of fees and expenses. 

If approved, the fund would hold bitcoin directly rather than relying on futures, derivatives, or leverage, according to the registration statement.

The move places Morgan Stanley alongside asset managers that have dominated the bitcoin ETF market since regulators approved…

Read more on BitcoinMagazine

Ranger’s ICO starts today, and MetaDAO eyes a reset

This is a segment from the 0xResearch newsletter. To read full editions, subscribe.

Ranger’s ICO begins today and will run through Jan. 10. For context, Ranger is a full-stack trading terminal with three core products. 

First is Ranger Perps, a perps aggregator for Solana-based venues like Jupiter Perps, Drift, and Flash Trade, with Hyperliquid support in the works. 

Second is Ranger Spot, a meta-aggregator that routes across other aggregators like Jupiter and DFlow for optimal price execution. 

The third pillar is Ranger Earn, a newer product that offers curated access to institutional-grade yield strategies through Ranger’s vault infrastructure.

Ranger is…

Read more on Blockworks

XRP ETF Inflows Hit $1.23 Billion: Is A Trend Reversal To $4 Possible?

XRP (CRYPTO: XRP) ETFs pulled in $46.10 million on Monday, extending an unbroken inflow streak since launch and pushing cumulative flows to $1.23 billion.

ETF Streak Stays Alive

XRP spot ETFs haven’t posted a single day of outflows since debuting Nov. 13, according to SoSoValue data. 

Total net assets now represent1.17% of XRP’s entire market cap.

Canary‘s (NASDAQ:XRPC) leads the pack with $407.01 million in net assets and cumulative inflows of $383.94 million. 

Regulatory Tailwinds Build

The departure of SEC Commissioner Caroline Crenshaw, known for crypto skepticism, removed a key regulatory headwind. 

Market participants are treating her exit as a green light for digital asset…

Read more on Benzinga

Regime Change In Venezuela—An Unexpected Tailwind For Bitcoin, Ethereum, XRP?

Bitcoin (CRYPTO: BTC) surged past its 50-day moving average as improving macro sentiment and potential Venezuela-driven oil supply shifts fuel a risk-on rally, though analysts warn the setup may not yet be “coiled” for a major breakout.

What Happened: CNBC’s MacKenzie Sigalos on Monday attributed the latest crypto rebound to improving macro sentiment.

Traders are betting that political shifts involving Venezuela could boost global oil supply, pushing energy prices lower, easing inflation pressures, and lifting risk assets like crypto.

Bitcoin reclaimed its 50-day moving average, signaling improving short-term momentum, while a weekend rally triggered a wave of short liquidations.

Benzinga

Fresh $250M USDC Mint Signals Major Liquidity Shift For Decentralized Finance Markets

The crypto market saw a notable liquidity injection today after Circle Internet Financial LLC, the issuer of USD Coin, minted 250 million USDC (CRYPTO: USDC). The move brings fresh capital into digital asset markets at a time when decentralized finance continues to attract steady institutional interest and growing demand for dollar-backed liquidity across multiple blockchains.

Understanding The USDC Minting Process

When Circle issues new USDC, it does so only after receiving an equivalent amount of U.S. dollars from institutional customers or approved partners. Each token is backed one to one by dollar reserves, ensuring price stability. These reserves are held primarily in cash and…

Read more on Benzinga