Bitcoin bulls weigh ‘supercycle’ thesis as Fidelity flags structural shift

Fidelity’s Parth Gargava says Bitcoin could be shifting into a supercycle, with ETF demand, friendlier U.S. policy and market maturation muting the classic boom‑bust halving pattern. Summary Fidelity Labs’ Parth Gargava argues Bitcoin may be transitioning from its historic four-year halving cycle into a “supercycle” of longer highs and shallower drawdowns.​ Gargava cites three drivers:…

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Kazakhstan blocks 1,100 unlicensed crypto exchanges in crackdown

Kazakhstan blocked access to over 1,100 unlicensed crypto platforms as it tightens enforcement, steering activity toward licensed exchanges to support its hub ambitions. Summary Financial authorities in Kazakhstan have blocked more than 1,100 online platforms offering crypto exchange services over the past year.​ The move fits a broader framework that freezes funds, shuts illegal OTC…

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December’s $910B crypto flush separates pros from panic‑selling tourists: Finestel

December’s $910B “capitulation” crushed high‑beta gamblers, while pro desks rotated to cash, BTC, ETH and select privacy/AI plays, according to Finestel. Summary December’s “capitulation” erased about $910B in crypto value as BTC slid from a $94k bull trap to ~$88k and ETH dropped 7.8% amid thin liquidity and spiking vol, according to a new report…

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U.S. allies huddle on rare earth squeeze as China refines 87% of supply, what does it mean for crypto?

Scott Bessent gathers 11 finance ministers and EU officials as China’s 87% rare earth refining grip and record silver prices expose fresh U.S. supply‑chain risk. Summary U.S. Treasury Secretary Scott Bessent met 11 finance ministers, an EU commissioner and trade officials to discuss mineral supply constraints.​ China now refines up to 87% of global rare…

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