Senin, 19 Januari 2026

Saylor defends Bitcoin treasuries


Plus, Goldman Sachs CEO says CLARITY Act 'has a long way to go'.	͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏	View in browser

Your weekly roundup of the 🔥hottest news in crypto:

Saylor Defends Bitcoin Treasuries, CLARITY Act in Limbo & Other News

Jan. 11 - 17

#1

Michael Saylor pushes back on criticism of Bitcoin treasury companies

Strategy chairman Michael Saylor defended Bitcoin treasury companies against criticism during a recent appearance on the What Bitcoin Did podcast.

Responding to questions about smaller companies that issue equity or debt to buy Bitcoin, Saylor said the decision ultimately comes down to capital allocation, arguing that companies with excess cash are better off allocating it to Bitcoin than holding it in treasuries or returning it to shareholders.

He compared corporate treasury strategies to individual investing, arguing that ownership levels vary but the underlying decision to hold BTC is rational regardless of company size or business model.

Saylor also pushed back on the idea that unprofitable companies should be singled out for criticism, arguing that Bitcoin holdings can help offset weak operating results.

Get the full story

#2

Goldman Sachs CEO says CLARITY Act 'has a long way to go'

David Solomon, CEO of banking giant Goldman Sachs, has weighed in on the pending digital asset market structure legislation, action on which was recently postponed by the US Senate Banking Committee.

In a Thursday earnings call discussing the company's fourth quarter results for 2025, Solomon said many people at Goldman Sachs were "extremely focused" on issues including the Digital Asset Market Clarity (CLARITY) Act in the US Congress due to its potential impact on tokenization and stablecoins.

A markup of the bill scheduled for Thursday was postponed after Coinbase said it would no longer support the legislation as written. In a markup session, a congressional committee debates a bill and proposes amendments while considering whether it should advance to the full chamber for a vote.

#3

US lawmakers press SEC over paused Justin Sun enforcement case

Three Democrats in the House of Representatives are asking US Securities and Exchange Commission (SEC) Chair Paul Atkins to provide information related to the agency closing investigations, dismissing enforcement actions, or pausing cases through extended stays in "at least one dozen crypto-related cases," including Tron founder Justin Sun.

In a Thursday letter to Atkins, Representatives Maxine Waters, Brad Sherman and Sean Casten questioned the SEC's "priorities and effectiveness" given its dismissals of the crypto-related cases. The lawmakers wrote that the agency had "openly and boldly dismissed the majority of its crypto enforcement cases," including cases involving crypto exchanges Binance, Coinbase and Kraken.

Not Dead Yet | S1E2 — Eli Ben-Sasson

At long last, privacy is in vogue, particularly in crypto. Running parallel to the rise in interest has been the rise of @Zcash, now even with $ZEC treasury companies forming like @cypherpunk.

In episode 2 of Not Dead Yet, @rkbaggs speaks with @EliBenSasson. Eli is a long-time researcher of zero-knowledge proofs (the technology that underpins Zcash), the co-inventor of Zerocash protocol and ZK_STARKS, and the co-founder and CEO of @StarkWareLtd.

Watch Now

Prediction of the week

Bitcoin traders predict 'strong run-up' as classic chart targets $113K

As Cointelegraph reported, Bitcoin's ability to return to a six-figure price hinges on overcoming the resistance at $98,000 — the short-term holder (STH) cost basis.

This is the critical point on traders' radar and one that has not received a convincing retest recently.

"$BTC is approaching a key inflexion point," said Glassnode analyst Chris Beamish in a Friday post on X, adding: "Reclaiming the STH cost basis would signal that recent buyers are back in profit, typically a prerequisite for momentum to re-accelerate."

FUD of the week

Jefferies' 'Greed & Fear' strategist cuts Bitcoin allocation to zero on quantum risk

Investment bank Jefferies' longtime "Greed & Fear" strategist Christopher Wood has reportedly eliminated Bitcoin from his flagship model portfolio, citing mounting concerns that advances in quantum computing may undermine the cryptocurrency's long-term security.

According to a report by Bloomberg, Wood said in the latest edition of his Greed & Fear newsletter, that the 10% Bitcoin allocation he first added in late 2020 has been replaced by a split position in physical gold and gold mining stocks.

He argued that quantum breakthroughs would weaken Bitcoin's claim to be a dependable store of value for pension‑style investors.

Wood added that concern over quantum risk is rising among long-term, institutional investors, warning that some capital allocators now question Bitcoin's "store of value" case if quantum timelines compress.

FUD of the week

Crypto exchanges face ban in South Korea as Google Play updates rules

Google is rolling out updated crypto app requirements in South Korea, a move that may significantly restrict access to offshore crypto exchanges by tying app availability to local regulatory clearance.

According to South Korean media outlet News1, starting Jan. 28, crypto exchange and wallet apps listed on Google Play in South Korea must upload documentation proving that their Virtual Asset Service Provider registration with the country's Financial Intelligence Unit (FIU) has been accepted.

Google reportedly clarified that developers listing crypto exchange and custodial wallet apps must upload proof of completed FIU registration acceptance through its developer console.

Apps that fail to meet the requirement may be blocked in South Korea, preventing new downloads and potentially disrupting access over time.