Same Macro Tape, Different Bid – Gold Absorbs Flows as Bitcoin Swings

Gold has surged to $4,906/oz, as 2025 ETF holdings rose 801 tonnes and Q4 bar-and-coin demand hit 420 tonnes, even after higher Comex margins. Central-bank buying for 2026 has been penciled in at 800 tonnes. Bitcoin, at $72,639, has traded like a VAR-driven risk asset as desks cut size in drawdowns.
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XRP Price Prediction: Ripple Supports Tokenization of $280M in Diamonds on XRPL

XRP Price Prediction: Ripple has said it will support Billiton Diamond and Ctrl Alt in tokenizing AED 1B ($280M) of certified polished diamonds held in UAE custody on the XRP Ledger. Spot XRP ETFs have drawn $1.3B+ since Nov. 2025, while XRP sits near $1.56 with $1.78 and $2.00 as resistance.
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JPMorgan Says Family Offices Are Dumping Crypto for AI Bets

JPMorgan’s 2026 Global Family Office Report found 89% of surveyed offices carry zero crypto exposure while 65% prioritize AI investments, though a parallel wave of institutional crypto entries from Hong Kong and Asian family offices signals a widening divide in how the wealthiest capital pools are approaching digital assets.
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Cboe Revives “All-or-Nothing” Binary Options to Challenge Prediction Market: WSJ

Cboe has weighed bringing back fixed-return binary options for retail investors and has held preliminary discussions with brokerages, market makers, and regulators. The move has followed a surge in prediction markets, with Kalshi and Polymarket posting record monthly volume in January in the U.S. now.
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Ripple Co-Founder Leads $40M Push to Counter California Wealth Tax

Ripple co-founder Chris Larsen and venture capitalist Tim Draper launched Grow California with $40 million to elect moderate state legislators and oppose a union-backed wealth tax that would impose a 5% levy on net worth exceeding $1 billion.
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