The new products offer indirect, regulated exposure to companies building 
stablecoin and real-world asset infrastructure as adoption accelerates.

MarketVector, Amplify roll out stablecoin, tokenization benchmark, ETFs

The surge in Bitcoin ETF inflows could signal growing mainstream acceptance 
and potentially drive further institutional investment in cryptocurrencies.
The post Bitcoin ETFs attract $1.2 billion in inflows to kick off 2026 
appeared first on Crypto Briefing.

Bitcoin ETFs attract $1.2 billion in inflows to kick off 2026

Bitcoin fell to $92.5K, triggering $83M in long liquidations after briefly 
stabilizing above $93K earlier this week.
The post Bitcoin experiences $83 million in crypto liquidations as price drops 
to $92,500 appeared first on Crypto Briefing.

Bitcoin experiences $83 million in crypto liquidations as price drops to $92,500

After a lackluster November, bitcoin miners collected even slimmer proceeds in 
the final month of 2025, with revenue tallying roughly $1.21 billion—marking 
the year’s second-softest monthly showing. December Delivers Pain for Bitcoin 
Miners, but the Worst May Be Passing Although conditions are improving for 
bitcoin miners in 2026, December’s revenue still ranked as the second […]

Bitcoin Miners End 2025 in the Red, but Early 2026 Offers a Path Forward

Arthur Hayes argues that the US move to seize control of Venezuelan oil is 
less about geopolitics than electoral math and that the resulting policy mix 
of hotter nominal growth and capped energy costs is structurally bullish for 
Bitcoin and high-beta crypto. In a Jan. 6 essay titled “Suavemente,” the 
BitMEX co-founder frames the current moment through a deliberately simple 
lens: US politicians optimize for re-election, and the median voter optimizes 
for perceived economic wellbeing. “The question is, does the American 
colonization of Venezuela make Bitcoin/crypto number go up or down?” Hayes 
writes. Hayes’ core claim is that US political control is decided at the 
margins, and those margins respond overwhelmingly to the economy and 
inflation, particularly “food and energy” inflation. “Above all else… the only 
issue that the median voter cares about is the economy,” he writes. “It is 
easy to pump the economy, and by that, I mean nominal GDP. That is just a 
question of how much credit Trump can create.” Related Reading: Venezuela, 
Geopolitical Risk, And Bitcoin: What On-Chain Data Really Shows But Hayes 
insists the same playbook can backfire if inflation follows, especially at the 
pump. “The key metric for Americans is the price of gasoline,” he writes, 
arguing that limited public transportation makes gas prices a daily referendum 
on economic management. In that framework, Venezuela’s value is 
straightforward: suppress oil, suppress gasoline, and keep the “run the 
economy hot” promise intact without triggering voter backlash. He highlights 
what he calls a “10% rule”: “when the national average price of gasoline rises 
10% or more in the three months preceding an election versus the average price 
in January of the same calendar year, control of one or more branches of 
government switches teams.” That dynamic, in his telling, creates two regimes 
that matter for markets: nominal GDP/credit up with oil up, or nominal 
GDP/credit up with oil flat-to-down. Why Bitcoin “Wins” If Oil Stays Contained 
Hayes’ bullish conclusion rests on the idea that oil prices constrain the 
durability of money printing, not the mechanics of Bitcoin itself. “Because of 
the energy used running computers engaged in proof of work mining, Bitcoin is 
the purest monetary abstraction there is,” he writes. “Therefore, the price of 
energy is irrelevant to the price of Bitcoin as all miners will face a 
parallel shift up or down in the price at the same time. The price of oil only 
matters regarding its ability to force politicians to stop printing money.” 
Related Reading: John Bollinger: Bitcoin BB Squeeze Breakout Targets $107,000 
In his setup, the stress signals are macro-market ones: the 10-year Treasury 
yield and the MOVE Index, a measure of bond-market volatility. He argues that 
when oil rises far enough to push yields “close to 5%,” volatility spikes, 
leverage unwinds, and policymakers are pressured into a pivot. Hayes points to 
a prior episode as a template for reflexivity: “If you remember, Trump 
threatened tariffs so high… markets tanked, and the MOVE Index spiked to an 
intraday high of 172. The next day after the spike, Trump… ‘paused’ the 
tariffs, and markets bottomed then recovered violently.” Absent that stress, 
Hayes’ base case is aggressive credit expansion with oil “subsided if not 
outright fall,” which he ties directly to Bitcoin upside. He cites his “USD 
Liquidity Conditions Index” as evidence that Bitcoin’s trend tracks dollar 
liquidity, concluding: “As the amount of dollars expands, the price of Bitcoin 
and certain cryptos will sky rocket.” The essay also reads like a positioning 
memo. Hayes says his fund, Maelstrom, entered 2026 with “almost maximum risk,” 
low dollar-stable exposure, and an intention to rotate: “To obtain 
outperformance versus BTC and ETH, I will sell BTC to fund privacy positions 
and sell ETH to fund DeFi.” He names Zcash (ZEC) as the “privacy beta,” saying 
the fund is “already long a fuck ton of that” from 3Q25. At press time, 
Bitcoin traded at $93,841. Featured image created with DALL.E, chart from 
TradingView.com

Cryptocurrency price in NZD