🙁 Crypto's Underperformance Is A Feature, Not A Bug

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Happy Thursday!

Bitcoin is underperforming metals and that’s actually fine. Well, that is at least what crypto analysts are saying. Cope or is there something more to it?

The SEC is completing its 180-degree turn on crypto and is opening the door for it to be included in 401(k)s. Here’s how that’s going to work.

TOP STORY

Bitcoin, Ethereum Perform Terrible Compared To Gold, Silver — And That's Totally Ok

Bitcoin and Ethereum are lagging the "Everything Rally," but analysts say it's a liquidity cycle issue — not a broken thesis.

A deleveraging hangover from October wiped out retail capital, which then rotated into AI stocks and precious metals instead of returning to crypto.

With futures volumes at historic lows and no institutional anchors to stabilize price, the market is stuck in a "ghost town" phase.

But just like silver was a laggard before becoming a 3-year top performer, the current weakness may be setting up the next leg higher.

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QUICK N DIRTY

Bitcoin, Ethereum, XRP are once again being swatted at their weeks-long resistance levels: here’s what’s moving markets today.

Coinbase’s Brian Armstrong says he’ll support the ‘Trump accounts’ with $1,000 contributions: here’s why and how that’s supposed to work.

Dogecoin whale transactions are down 95% and yet, that may not be a bad thing after all. Here’s why that is.

FINTECH FOCUS

SEC Chair Atkins Says 'The Time Is Right' For 401(k) Crypto Access, But Tokenized Stocks Are A Different Matter

SEC Chair Paul Atkins just opened the door to crypto in America's $12.5 trillion 401(k) market, saying the "time is right" for professionally managed digital asset exposure.

But the agency simultaneously cracked down on synthetic tokenized stocks, requiring issuer approval for legitimate equity tokens — a shot across the bow at products like Robinhood's rejected OpenAI tokens.

For Coinbase, the 401(k) green light could unlock a massive new fee stream.

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