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Bitcoin/Crypto Daily Podcast 01/26/2026
Welcome back to your daily crypto rundown. Today’s podcast episode was created from the following stories:
US Bitcoin ETFs bleed $1.72B in five-day outflow streak
By Ciaran Lyons — January 25, 2026
U.S. spot Bitcoin ETFs notched a fifth straight day of redemptions, tallying about $1.72 billion in outflows over the stretch, with Bitcoin trading near $89,160. Sentiment has slipped into “Extreme Fear,” and analysts at Santiment describe a phase of uncertainty—yet note quieter on-chain signals that could hint at a bottom. The takeaway: patience may be prudent as retail steps back and capital rotates toward traditional assets.
Bitcoin Spot ETFs Record $1.33 Billion Outflow In 2026 See-Saw Performance
By Semilore Faleti — January 25, 2026
After a strong prior week, Bitcoin spot ETFs swung to a $1.33 billion weekly net outflow, with no single day posting positive net flows. BlackRock’s IBIT and Fidelity’s FBTC led redemptions, while Ethereum spot ETFs also saw $611 million in outflows. The data underscores a reactive investor base and fragile confidence early in 2026.
Money Keeps Leaving: Bitcoin ETFs Shed $1.72 Billion In Just 5 Sessions
By Christian Encila — January 25, 2026
ETF outflows accelerated over a shortened trading week, highlighting risk-off positioning that may reflect institutional rebalancing as much as retail capitulation. Macro crosswinds and a metals rally have weighed on crypto sentiment, though on-chain supply distribution and muted social chatter suggest selling pressure could be easing. The market remains sensitive to headline risk, trading more like a risk asset than a safe haven.
Colombia’s second-largest pension fund to offer Bitcoin exposure
By Amin Haqshanas — January 25, 2026
AFP Protección will launch a Bitcoin-linked fund for qualified investors via a personalized advisory process, emphasizing diversification without shifting core pension allocations. The move follows Skandia’s similar offering and arrives as Colombia implements the OECD-aligned Crypto-Asset Reporting Framework (CARF). It’s a cautious, regulated step that expands institutional crypto access in Latin America.
Sui Group charts new course for crypto treasuries with stablecoins and DeFi
By Will Canny, AI Boost | Edited by Nikhilesh De — January 25, 2026
Sui Group Holdings, custodied by Galaxy Digital, holds ~108 million SUI and aims to grow to 5% of the circulating supply while evolving from a treasury to an operating business. Key initiatives include SuiUSDE, a native yield-bearing stablecoin built with the Sui Foundation and Ethena, and a revenue-sharing deal with Bluefin’s perps DEX. Management argues operating revenues and ecosystem integration could lift effective yields and SUI-per-share over time.
The big U.S. crypto bill is on the move. Here is what it means for everyday users
By Jesse Hamilton — January 25, 2026
The Senate is working through a landmark framework that would register major crypto platforms, set stablecoin standards, and more tightly integrate digital assets with the U.S. financial system. The House-passed Digital Asset Market Clarity Act must clear both Senate Banking and Agriculture Committees before a full vote and, ultimately, the President’s signature. Even if passed, a lengthy rulemaking period follows—though firms may begin aligning to expected rules in advance, as seen with the GENIUS Act on stablecoins.
SEC To Dismiss 3-Year Lawsuit Against Gemini – Details
By Semilore Faleti — January 25, 2026
The SEC moved to dismiss its Gemini Earn case with prejudice, citing full recovery for investors and related regulatory settlements, closing one of the industry’s most high-profile actions. The decision aligns with a broader shift in U.S. crypto policy, including the GENIUS Act on stablecoins and momentum behind the Clarity Act. It’s another sign that enforcement-heavy approaches are giving way to clearer federal rules.
Cathie Wood’s ARK adds Coinbase, Circle, Bullish as crypto slides
By Amin Haqshanas — January 25, 2026
ARK bought the dip across crypto-linked equities, adding roughly $9.4 million in Coinbase shares and boosting positions in Circle and Bullish while trimming elsewhere. The firm acknowledged recent underperformance tied to lower spot volumes but maintains a long-term thesis, projecting a $28 trillion crypto market by 2030. Under ARK’s scenario, Bitcoin could approach $1 million if adoption and institutional participation compound.
Tether Posts Largest Crypto Revenue in 2025: $5.2B From Stablecoin Dominance
By Not provided — Date not provided
Tether reported a record $5.2 billion in 2025 earnings, underscoring USDT’s continued dominance and the central role of stablecoins in crypto market infrastructure. The figures highlight how stablecoin demand and yields can drive substantial profitability for issuers.
$7 Trillion Player Is Moving Into Bitcoin, Can This Trigger A Surge To $200,000?
By Scott Matherson — January 24, 2026
UBS is preparing to offer Bitcoin and Ethereum trading to select Swiss private bank clients, with potential expansion to Asia-Pacific and the U.S., reflecting rising wealth-client demand. Competing Wall Street firms are also moving toward spot crypto products, while some market commentators suggest regulatory clarity could catalyze a fresh BTC rally. Timelines remain fluid as banks line up infrastructure and partnerships.
