Selling pressure eased, shorts covered, and prices lifted just enough to remind everyone that extreme fear doesn’t last forever. Leverage is lighter, panic has cooled a notch, and for now Bitcoin is holding steady while altcoins continue to look like something traders would rather observe than own. This feels less like confidence returning and more like the market taking a breath. No big catalyst, no rush back in, just a pause after a long stretch of one-way traffic. Whether that turns into anything more depends on how long support holds and how patient participants decide to be. In the meantime, fear is still doing most of the talking, it’s just not shouting quite as loudly today. So what’s actually happening behind the headlines? Let’s dive in.
Harvard Dumped Bitcoin for Ethereum
The Ivy League Harvard Management Company endowment slashed its Bitcoin ETF holdings by 21% while simultaneously opening an $87 million position in Ethereum. Despite the cut, Bitcoin still remains their largest publicly disclosed holding at $265.8 million. Why choose Ethereum over Bitcoin now? Read more.
Metaplanet Posts Loss Despite Profit Surge
Metaplanet posted a $619 million loss for 2025, yet their revenue surged 738% to $58 million. Operating profit jumped 1,695%. The company now holds 35,102 BTC, making them the fourth-largest public corporate Bitcoin holder globally. Their Bitcoin operations generated 95% of total revenue. How are they generating those option premiums? Read more.
Americans Sell While Everyone Else Buys
Crypto funds hit their fourth straight week of outflows, bleeding $173 million. Over the past month, total outflows reached $3.8 billion. US investors dumped $403 million worth last week alone. Which countries are buying while the US is dumping? Read more.
Nexo Is Back in America
Nexo is back offering yield programs and crypto-backed credit lines, powered by Bakkt. They left in 2022 after battles with regulators and a $45 million SEC settlement. What changed to make their comeback possible? Read more.
Dubai Approves Animoca After Banning Privacy Coins
Animoca Brands just landed a major license in Dubai. The Web3 giant received approval to offer services to institutional investors. The company manages over 600 blockchain companies. Is Dubai becoming the new global crypto hub? Read more.
Are institutional investors still backing crypto despite price drops?
TLDR: Yes, institutions are still backing crypto, but they have clearly reduced risk rather than exited.
- Bitcoin ETFs still hold about $95.5 B (roughly 4% of total crypto market cap) and ETH ETFs about $13.2 B despite the selloff.
- Global derivatives open interest is down about 30.5% over 30 days, showing a big leverage cut, not a collapse in participation.
- Month‑on‑month ETF AUM is lower, but it has started ticking up day‑to‑day again, which suggests some dip‑buying, not wholesale abandonment.
Disclaimer: This alpha is provided by CrytoMx AI. CrytoMx AI can make mistakes—please DYOR. Not financial advice.