February 5, 2025
Key Takeaways
📈 Big investors are getting more into crypto because of ETFs and new rules.
⚡ Bitcoin is still number one, but AI, DePIN, and stablecoins are catching up.
🏦 Crypto rules are getting clearer, and banks can now hold crypto.
📊 Prices will go up and down, but history says there are good chances to make money.
Market Overview
Bitcoin hit $109,036 on January 20, right before Donald Trump’s inauguration.
People think the U.S. might start a Bitcoin reserve, which pushed prices higher.
Bitcoin ETFs keep getting more money, and BlackRock’s iBit is leading.
The U.S. took 207K BTC and may buy more.
A new AI model, DeepSeek R1 from China, is getting attention for chip efficiency.
Regulatory Developments
Trump signed an order to start a crypto working group and removed SEC rule SAB 121 that stopped banks from holding crypto.
A new rule, SAB 122, now lets banks offer crypto custody.
Gary Gensler left the SEC, and Mark Uyeda is the new acting chair, with Paul Atkins likely to take over.
Hester Peirce is now in charge of the SEC’s crypto group, which could speed up ETF approvals.
Senator Cynthia Lummis is now leading the Senate Banking Subcommittee on Digital Assets, focusing on Bitcoin and stablecoins.
A court ruled that Tornado Cash smart contracts are not property, which affects privacy coins.
Institutional Moves
Big companies are moving into crypto, and the Ondo Summit hinted at new projects.
Trump launched a memecoin (TRUMP), and its price jumped 5x.
Many think the U.S. might build a Bitcoin reserve, which could lower the national debt.
Uniswap Layer 2 trading hit $500B, showing DeFi is growing.
Macro & Political Influence
The U.S. is becoming more crypto-friendly, with talks about a national Bitcoin reserve.
Binance co-founder CZ said governments should track spending on blockchain.
Elon Musk and the Department of Government Efficiency (DOGE) are looking at using blockchain to reduce debt.
New rules are making it easier for crypto to grow, like the repeal of SAB 121 and possible stablecoin laws.
Monthly Metrics & On-Chain Insights
Price drops are normal and often happen due to big liquidations.
Dollar Cost Averaging (DCA) is still a good plan for long-term buyers.
Altcoins are expected to keep moving, but Bitcoin is still the leader.
Looking Ahead
Crypto rules are getting easier to follow, so big investors will very likely keep coming in.
CKC.Fund helps investors handle risk while making money in crypto.
Banks and funds are now able to hold crypto, which may make prices more stable over time.
The market will keep changing, but CKC.Fund is in a good spot to help investors take advantage of new opportunities.
Stay in Touch
Navigating the ever-changing landscape of digital assets can be a challenge. That's why we’ve created this newsletter to help bring clarity to the complexity. In addition to a monthly summary of the most important crypto news, we layer in insightful commentary from insiders and experts who understand the cryptocurrency market.
If you’re interested in enhancing your understanding of this rapidly evolving space, we kindly suggest you follow us on LinkedIn. Stay one step ahead in the world of digital assets with us. You are also welcome to reach out to us at info@ckc.fund if you would like to know more.
– The CKC.Fund Team
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