Happy Friday all!
If you missed the past 24 hours in crypto and stocks, here's your full recap:
🚨 Major Headlines & Market Moves 🚨
BlackRock ETF clients bought $162.63 million worth of Bitcoin.
U.S. spot Bitcoin ETFs took in $346.9 million yesterday, bringing net inflows over the past five trading sessions to $2.65 billion.
Bitcoin reclaimed $84,000.
Bitget confirmed over $350 million was drained from hot wallets in a major hack, later saying the incident is likely linked to North Korea. Cold wallets remain secure, user funds are covered by a protection fund of about $464 million, and withdrawals were temporarily paused during a security review.
The CFTC released updated guidance covering Bitcoin, crypto, tokenized assets, and blockchain technology.
The U.S. Treasury bought back $4 billion of its own debt, bringing the monthly total to $37 billion.
U.S. diesel prices hit a record $6.53 per gallon, up 74% since the Iran war began. The U.S. asked major refiners to voluntarily reduce diesel exports. The U.S. and Iran also discussed a deal to reopen the Strait of Hormuz.
Meta surpassed SpaceX to become the 7th-largest company by market cap at $1.96 trillion versus $1.95 trillion. $META closed +3.6% and hit a new 52-week high on the Connect 2026 story, Muse AI, and new hardware and retail integrations.
Costco reported Q4 revenue of $95.7 billion, up 11% year over year and ahead of estimates, with EPS of $6.75. Adjusted comps were +6.7% and digitally enabled comps +19.8%.
$ORCL fell about 6% after reports it invoked force majeure on its $165 billion Project Jupiter AI data center in New Mexico due to infrastructure delays.
$MGM dropped about 11% after Barry Diller’s People Inc. withdrew an $18 billion-plus takeover proposal.
U.S. Congressman Lance Gooden said Bitcoin and AI are redefining the global balance of power.
Saifedean Ammous said Bitcoin needs to reach about $150,000 before the next halving to surpass previous-era mining rewards.
Researchers proposed a framework for private transfers on Bitcoin without a soft fork.
President Trump said he wants to leave Super Intelligence exactly where it is and that China agrees. Xi said China’s door is open and welcomed U.S. firms to invest. Trump also considered allowing Chinese automakers to build electric vehicles in the U.S.
DeepSeek raised $7.5 billion at a $75 billion valuation, with annualized revenue hitting $1 billion.
Google introduced Gemini 3.8 Live with a live avatar.
📊 Altcoin Market Updates 📊
The Federal Reserve proposed a new regulatory framework for stablecoin issuers under the Genius Act.
Tether CEO Paolo Ardoino discussed Tether adoption on Bitcoin with Morgan Stanley, saying “Usdt on Bitcoin. It's coming home.”
Ondo launched Intelligent Portfolios, turning BlackRock-developed strategies into single onchain tokens (BlkhiOn, BlkdigOn, and BlkgrwOn) that eligible non-U.S. investors can access in wallets, exchanges, and DeFi apps.
OpenZeppelin, recently acquired by S&P Global, integrated its smart contract security suite with Tron.
Nasdaq selected Pyth Network to distribute Nasdaq Basic real-time U.S. equity data through the $PYTH Data Marketplace.
Six D1 college athletics teams, including Michigan, Nevada, Baylor, Memphis, Penn State, and LSU, are using Avalanche technology via Uptop to improve fan experience and loyalty.
Binance Super App launched a Fomo-like social trading app on Bnb Chain.
Binance announced a spot listing for $HYPE, after which the token dropped below $90.
$PENPE on Robinhood Chain rose 70% in 24 hours.
DoubleZero brought dedicated market-data infrastructure to Hyperliquid, offering the fastest commercially available feed covering native perps and Hip-3 markets.
If you enjoyed this daily roundup, make sure to follow me, I'll see you tomorrow!
$BTC $SPY $QQQ $OIL $SMH
Looking to profit from altcoins? Here’s a FR$SMH -day email course!Get instant access here:https://panicdrop.kit.com/5dayaltcoincourseAvoid the mistakes killing 97% of traders.Master the charts & time your entries using Bitcoin’s signals.
Written by Timothy Assi, an Elite Popular Investor on eToro.
Not investment advice. eToro is a multi-asset investment platform. Your capital is at risk. For information and educational purposes only.
Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.
Connect with me on:
🟦 Linkedin: Timothy Assi
🟪 Instagram: @panic_drop
⬛ X: @timoassi
📧 [email protected]
🟩 Panic Drop Podcast : on your favorite streaming app
www.panicdrop.com
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit panicdrop.substack.com/subscribe