Crypto Ahmet

Japan-based Metaplanet has announced that it will not back down from its Bitcoin accumulation strategy, despite a sharp decline in its share price and ongoing volatility in the crypto market.
As Asia’s largest publicly listed Bitcoin holder, Metaplanet is standing firm even as market sentiment turns negative. CEO Simon Gerovich stated on social media that the company will continue executing its Bitcoin accumulation plan with determination and is preparing for the next phase of growth. This statement came at a critical moment, as both Metaplanet’s stock and Bitcoin itself have been under significant pressure.
The “555 Million Plan”
The Tokyo-based company is following an ambitious roadmap known as the “555 Million Plan.” Under this strategy, Metaplanet aims to hold:
100,000 BTC by the end of 2026210,000 BTC by the end of 2027
According to current data, Metaplanet holds approximately 35,102 BTC, valued at around $2.5 billion. However, with an average acquisition cost of $107,000 per Bitcoin, the company’s holdings are currently underwater given present market prices.
Metaplanet Is the World’s Fourth-Largest Public BTC Holder
Metaplanet now ranks as the fourth-largest Bitcoin holder among publicly traded companies worldwide. The list is led by MicroStrategy with 713,502 BTC, followed by MARA Holdings and Twenty One Capital. To further solidify its position among these giants, Metaplanet plans to raise ¥21 billion in fresh capital.
The newly raised funds are expected to be used for additional Bitcoin purchases as well as to pay down approximately $280 million in outstanding debt. The company plans to achieve this expansion through new share issuances and by offering special rights to investors.
Even with Bitcoin trading around $66,270, Metaplanet’s leadership remains confident in its long-term Bitcoin-centric vision and shows no signs of retreating from its aggressive accumulation strategy. 🚀

Arthur Hayes continues to be one of the most closely watched figures in the cryptocurrency markets, frequently making headlines due to his past moves and strategic decisions. Having played a pivotal role in the growth of derivatives markets as the co-founder and former CEO of BitMEX, Hayes now draws attention primarily through large-scale transfers tied to DeFi and altcoin investments.
Large DeFi Transfers Shake the Market
On-chain data platforms and whale-tracking services—most notably Lookonchain—have recently reported a series of notable transactions linked to wallets believed to belong to Arthur Hayes. According to the data, Hayes transferred multiple altcoins, largely associated with the DeFi ecosystem, to exchanges or intermediary wallets. Historically, such movements have often been interpreted as pre-sell positioning, which quickly put market participants on alert.
Analysts estimate that the transfers involved the following assets:
ENA (Ethena): approximately $1.06 millionETHFI (Ether.fi): approximately $954,000PENDLE: approximately $1.14 million
In total, these movements amount to nearly $3 million, leading many observers to believe the transfers may have been executed with the intention to sell.
Past Behavior Strengthens the Narrative
Arthur Hayes’ historical trading behavior adds weight to this speculation. In previous periods marked by heightened macroeconomic uncertainty, Hayes has been observed gradually offloading portions of his altcoin and DeFi holdings. As a result, analysts suggest these recent transfers could represent a risk-reduction move or profit-taking strategy.
More than just an active trader, Hayes is widely regarded as someone who deeply understands market psychology. His actions are often interpreted by retail investors as early signals, amplifying their impact on sentiment across the broader crypto market.
What Does This Mean for the DeFi Market?
Following the transfers, expectations of short-term selling pressure on the affected tokens have increased. Assets such as ENA, ETHFI, and PENDLE—while relatively liquid—remain sensitive to whale activity, making them particularly vulnerable to large wallet movements.
That said, some analysts urge caution. They argue that these transfers may not necessarily indicate an imminent sell-off and could instead be related to:
Portfolio rebalancingA shift toward alternative DeFi strategiesLiquidity provision or collateral preparation for derivatives positions
The Market Continues to Watch Hayes Closely
As of now, Arthur Hayes has not issued an official statement regarding these transactions. However, in the crypto space, on-chain data often speaks louder than words. Even in the absence of confirmation, wallet activity alone can shape narratives and influence investor behavior.
In summary, Arthur Hayes’ high-value, DeFi-focused transfers have reignited speculation around a potential new wave of selling pressure. While short-term volatility may increase, the broader implications will become clearer over time—particularly whether these moves are part of a larger macro strategy. For now, one thing remains certain: the market will continue to monitor Hayes and his wallets very closely.

The US workforce is tightening and experiencing increasing layoffs, strengthening the possibility of a Federal Reserve (#Fed ) interest rate cut and offering a new glimmer of hope for #bitcoin ($BTC ) bulls.
As the US labor market continues to cool rapidly, recent data shows the cracks in the economy deepening. According to developments by Challenger, Gray & Christmas, planned layoffs in January reached 108,435, a massive 205% increase compared to the previous month. This figure marks the highest January figure for global economic change since 2009.
In this wave, led by the technology and logistics sectors, giant companies like Amazon and UPS have announced they will be laying off thousands of employees. Experts say this indicates a pessimistic outlook for employers in the coming period. While official data reflects such a sharp decline, private sector reports suggest the economy is slowing faster than anticipated, providing an early warning.
The Fed's Interest Rate Decision and Its Impact on Bitcoin
This weakening labor market could increase pressure on the Federal Reserve to lower borrowing costs. With inflation falling below 1% according to informal estimates, the Fed is creating a favorable environment to begin interest rate cuts to support the economy. Traditionally, a low interest rate environment and ample liquidity are among the most important factors supporting the upward price of options like Bitcoin (BTC).
The Bitcoin price, currently trading approximately 50% below its record high of $126,000, could regain momentum with a potential monetary easing move. While opinions remain divided among analysts, some economists predict that the Fed could implement a 100 basis point cut before the November elections. If this scenario occurs, a new bull rally in cryptocurrencies is expected to be triggered.

#MarketRally #USIranStandoff #WhenWillBTCRebound

Sean Farrell, head of the crypto unit at market research firm Fundstrat, has been proven right in his predictions in a client note published on December 17, 2025.
In his assessment titled “2026 Crypto Outlook: Short Term Pressure, Second Half Upward,” Farrell stated that Bitcoin would fall to 60,000 to 65,000 in the first half of the year. In the same assessment, Farrell predicted that $ETH would decline to 1800 to 2000, while SOL would retreat to 50 to 75.
Today, #bitcoin reached 60,000, ETH reached $1747, and SOL reached $67.5.

Farrell’s client note from December 17
Now an uptrend is expected
Farrell now holds the view that the trend is reversed, heading upwards. The Fundstrat strategist claimed yesterday that “the time to buy is almost here.”
Farrell's boss is expected to be Tom Lee, who also serves as the chairman of BitMine. Lee founded Fundstrat in 2014 and is structurally at its helm.
Lee, through BitMine, a different cryptocurrency tracking site than Farrell, invested $16 billion in ETH in six months. Given ETH's current price, BitMine has, on paper, incurred a loss of $8 billion.

$BTC

#RiskAssetsMarketShock #WhenWillBTCRebound #BitcoinDropMarketImpact #WhaleDeRiskETH