Even though 2026 is just getting started, the United States has already made its biggest cryptocurrency move to date! Therefore, it should come as no surprise that Bitcoin has begun to rise.
Let us tell you about the hidden asset that everyone seems to be overlooking this year.
Greetings from Crypto Cuts again. The second season.
The SEC’s referee was lost
Caroline Crenshaw is no longer with us.
Not dismissed. not swapped out. Simply vanished. This implies that the SEC has no Democratic commissioners for the first time and hardly a functional leadership structure. without adult supervision or balanced opposition.
It’s not just the SEC, either. There is currently only one confirmed commissioner for the CFTC, which regulates derivatives and cryptocurrency markets.
Bitcoin is Acting like a boring asset
Bitcoin recently surpassed $92,000. Leverage, not hype or rocket and laser-eyes emojis.
It’s moving because capital is discreetly hedging, oil prices are declining, and geopolitical risk is increasing.
Right now, Bitcoin is acting like a macro asset. Institutional finance has returned. On the first trading day of the year, ETFs brought in more than $600 million.
In terms of cryptocurrency, the Fear & Greed Index is neutral, which is essentially monastic discipline. Portfolio managers are saying, “I don’t trust currencies. Energy markets are untrustworthy to me.”
As Bitcoin rises, take a look at what’s going on below: in a single day, over 97,000 traders liquidated. A quarter of a billion dollars was lost.
Stablecoins are strategic rather than safe
It was never intended for stablecoins to be thrilling. They were digital currency with improved branding, infrastructure, and plumbing.
However, the fact that stablecoins are among the most asymmetric assets in international finance in a world with high interest rates and low liquidity is something that no one wants to publicly acknowledge.
They provide optionality without timing pressure, yield without narrative risk, and liquidity without volatility.
The yield on stablecoins is no longer speculative. It is structural, supported by real demand, short-duration instruments, and treasuries. Stablecoins simply function, whereas stocks require growth stories and cryptocurrency tokens require belief systems.