GM. This is the Never Die Newsletter, where I share whatever crypto news and content I feel like, every week, short and sweet, right to your beautiful little inbox.
This week we have:
🎙️Hot Off the Mic: 3 Crypto Strategies I’d Use If I Had to Start Over
📰News: NYSE Targets 24/7 Trading
🌟Narrative of the week: Japan’s Bond Market Panic
NEWS📰
🏛️ NYSE Targets 24/7 Trading
The New York Stock Exchange is developing a groundbreaking platform to trade tokenized stocks and ETFs, aiming to introduce 24/7 market access and instant blockchain based settlement. Pending regulatory approval, this initiative seeks to modernize traditional finance by allowing trades to be funded and settled in real time using stablecoins.
📉 Crypto Markets Sink & ETFs Bleed $700M Amid New Whale Takeover
Crypto prices are falling because investors are worried about global trade fights and Japan's economy, causing over $700 million to leave Bitcoin and Ethereum ETFs in just one day. A major shift has happened where New Bitcoin Whales now own more Bitcoin than the long term veterans, meaning the market is now controlled by newer, potentially shakier hands.
🔓 Caroline Ellison Released Early After 440 Days in Custody
Former Alameda Research CEO Caroline Ellison was released from federal custody on Jan. 22, serving just 440 days of her sentence due to her pivotal testimony against Sam Bankman Fried. While she regains her freedom, she remains barred from holding leadership roles in the crypto industry for 10 years by the SEC.
🚨 Saga Protocol Paused After $7M Exploit
Saga has paused its SagaEVM chainlet following a $7 million exploit that drained liquidity and caused its dollar stablecoin to collapse to $0.75. The attack, which slashed the protocol's TVL by 55% in just 24 hours, is suspected by researchers to involve an infinite minting loop via manipulated cross chain messages.
🔗 Chainlink Unlocks 24/5 Stock Trading for Crypto Platforms
Chainlink has launched a new tool that allows crypto platforms to trade US stocks and ETFs 24 hours a day, 5 days a week. This helps bring the massive $80 trillion stock market onto the blockchain, letting traders buy and sell shares even when the traditional New York stock exchange is closed.
3 Crypto Strategies I’d Use If I Had to Start Over
In this video, I break down three boring, repeatable crypto strategies that actually work across cycles.
Narrative of the Week: Japan’s Bond Market Panic
Japan’s government bond (JGB) market faced a liquidity crisis this week, suffering a historic selloff before stabilizing. Here’s what happened:
The Issue: Treasury yields surged to multi decade highs early in the week. The benchmark 10 year hit 2.38% (highest since the 90s), while the 40 year peaked at ~4%.
The Catalyst: Investors panic sold on fears of aggressive spending promises from Prime Minister Sanae Takaichi. The upcoming February 8 election is driving competitive fiscal pledges, raising concerns about increased debt issuance.
Recovery: By mid week dip buyers stepped in, calming the chaos. Super long yields retraced significantly, with the 30 year falling back to 3.71%.
Japan is the anchor for global liquidity, and when its bond market cracks, risk assets globally feel the tremor. A spike in Japan bond yields threatens to further unwind the yen carry trade, which has historically provided cheap capital for crypto and tech speculation. A stable JGB market is critical for sustaining the 2026 bull run narrative.
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