Long-term Bitcoin distribution likely nearing exhaustion as two-year supply set to rebuild into 2026

On-chain trends point to long-term holder selling cooling in 2026, with the two-year Bitcoin supply base poised to recover as net buy-side demand reasserts itself.

Hut 8 pops 25% on AI pivot: $7B, 15-year River Bend lease with Fluidstack, Anthropic tie-up, and a Google backstop

Hut 8 jumps 25% after inking a $7B, 15-year AI data center lease at River Bend, Louisiana, with Fluidstack, an Anthropic partnership, and a Google financial backstop de-risking the move.

Senators float crypto fraud crackdown as K33 sees bitcoin sell pressure cool; BitMine boosts ETH stack by $140M

Regulatory heat, softer BTC selling, and a $140M ETH accumulation define today’s crypto tape. Here’s what matters and how it may shape near‑term market structure.

Banks Edge Into Stablecoins: Visa Expands Pilot, FDIC Outlines Path; Bitcoin Holds Near $87K

Visa widens its stablecoin pilot to U.S. banks and Solana as the FDIC sketches bank-issued stablecoins. BTC hovers near $87K while policy, DeFi, and tokenization headlines stack up.

Bitcoin’s $90K Breakout Reverses to $85K as ‘Santa Rally’ Bets Collapse

Bitcoin spiked to $90K before sliding to $85K, with $155M in liquidations, ETF outflows, and BOJ rate fears pressuring sentiment as prediction market odds for $100K fall to 57%.

BOJ’s Rate Pivot Threatens Yen Carry Trade, Puts Bitcoin Liquidity on Edge

Bitcoin sits ~30% below its October peak as traders eye a Bank of Japan hike to a 30-year high. An unwind of the yen carry trade could squeeze crypto liquidity and stoke volatility.

Hut 8 Stock Jumps on $7B Google-Backed AI Compute Deal, Anchoring 245MW Build in Louisiana

Hut 8 surges 15% after a $7B, 15-year AI compute pact with Fluidstack backed by Google. The 245MW River Bend project includes renewals to $17.7B and Wall Street financing.

Bitcoin Braces for Dec. 26 Options ‘Max Pain’ at $100K as Triple Witching Tests Risk Appetite

Triple witching may jolt equities, but Bitcoin’s path likely hinges on Deribit’s $13.3B Dec. 26 options expiry, with max pain near $100K–$102K amid thin year-end liquidity.

Bhutan Allocates 10,000 BTC to Gelephu Mindfulness City, Turning Reserves into Productive Collateral

Bhutan will allocate up to 10,000 BTC (~$1B) to Gelephu Mindfulness City, targeting collateralized yield and long-term holding as it expands mining, digital ID, and token initiatives.

Bitwise CIO: Bitcoin to outgrow its 4‑year rhythm, decouple from stocks, and set fresh highs in 2026

Bitwise’s CIO projects Bitcoin will break its four‑year cycle, notch new highs in 2026, and enter a phase of softer volatility with weaker stock correlation—reshaping portfolio math.