Binance Wallet emerged as the top public token launch platform over the past year, producing the strongest returns among IDOs, ICOs and IEOs. Data from CryptoRank and DeFi Oasis show projects launched via Binance Wallet averaged a current return of 12.69×, with peak gains exceeding 78× on early highs. Binance Wallet hosted 44 projects in the period, the latest on December 17. Competing platforms underperformed: MetaDAO averaged 4.15× (peak 8.73× across seven launches), OKX Wallet averaged 3.22× (near 35× peak but small sample), Echo averaged 2.83× (peak 17× across 30 launches) — Echo was acquired by Coinbase for $375m to bolster compliant public sales. Beyond the top tier, returns fell sharply: MEXC (1.98×), Kraken Launch (1.92×), Buildpad (~1.22×), while Cake Pad, Legion and Bybit projects traded below break-even. DeFi Oasis found eight of 12 major launchpads delivered <2× returns, with five below break-even. Analysts attribute outcomes largely to exit timing and liquidity: early sellers captured outsized profits while longer-term holders faced post-launch selling pressure and reduced liquidity. Broader market trends — a ~32% TVL decline in DeFi between February and April and lower launchpad TVL into December — favoured short-term trading. Launchpad activity peaked Oct 1 (volumes > $530m); by December TVL was around $344m. The report highlights that token launch success increasingly depends on timing, liquidity management and disciplined exits rather than long-term holding. This is informational and not financial advice.
Zcash (ZEC) has regained market attention after a dramatic six-month rally that delivered over 1,000% gains, but recent price action shows mixed signals. Short-term trading range is roughly $390–$480 with resistance near $510–$520 and immediate support in the mid-$300s (around $313). ZEC briefly reached highs in November before correcting into early December and has since rebounded; trading volumes remain elevated. Technicals are ambiguous: the 10-day moving average sits above the 100-day, suggesting a nascent uptrend, yet ZEC has declined about 13% month-over-month while posting near 15% weekly gains. A decisive break above $510 could target roughly $600 (≈20% above recent highs) and open bullish scenarios cited by analysts, while failure to clear resistance would keep bears in control and risk deeper pullbacks toward the mid-$300s. Broader factors — stability in BTC, ETH, SOL and other majors, sector-wide weakness among privacy coins, and renewed institutional focus on privacy infrastructure — will influence ZEC’s path. Traders should watch price action around $510 resistance, mid-$300s support (notable prior low ~$313), volume, and short- and long-term moving averages to time entries and manage risk. This summary is informational and not investment advice.
Top token sales of 2025 largely underperformed after high-profile fundraising rounds. Pump.fun led 2025 with a $600M sale for PUMP, yet the token is down ~70% from launch and roughly 80% from its peak, pressured by whale selling, meme-market slowdown and token fatigue despite buybacks and DEX revenue. World Liberty Fi raised $550M for WLFI (including a $30M Justin Sun stake); WLFI fell from $0.24 peak to about $0.14 amid weak altcoin conditions. Monad (MON) raised $217M but dropped ~50% from recent highs after a rally to $0.04. Major L2 projects MegaETH and Aztec have delayed token launches, citing unfavorable market conditions. Overall, high-profile ICOs and token launches in 2025 often led to immediate selling pressure and negative sentiment; some projects opted to remain tokenless or pursue alternative funding (IPOs). Key figures and stats: PUMP $600M raise, PUMP down ~70% vs launch (IPO price $0.004; latest ~$0.0017), WLFI $550M raise (Justin Sun $30M), WLFI peak $0.24 -> ~$0.14, MON $217M raise, MON down ~50% from recent rally. Implication: token sales amid a weak altcoin environment have tended to harm short-term token prices and market sentiment.
Analysts say Bitcoin (BTC) is poised for a potential breakout if it decisively clears a multi-month descending trendline, with an initial target near $95,000 and $100,000 as the next psychological milestone. Key drivers include the expiration of roughly $24 billion in options — removing hedging-related selling pressure — and a daily candle testing the two-month resistance line. Crypto Ideology and analysts such as Michaël van de Poppe highlight that a daily close above the trendline on strong volume would confirm the reversal and likely trigger algorithmic and momentum buying. Risks include macroeconomic volatility, interest-rate developments, and a possible rejection at the trendline that would return BTC to its prior range. Traders are advised to watch for a strong daily close above the descending line with volume confirmation, treat $95K as an intermediate target, and expect pullbacks and tests of new support during any rally. This setup is cautiously bullish but not guaranteed; maintain risk management and position sizing.
Shiba Inu (SHIB) is set to finish December 2025 in negative territory after losing roughly 14–14.5% so far this month. SHIB opened December near $0.000008385 and trades around $0.00000720–$0.00000717, requiring about a 16–17% rally to close the month positive near $0.0000084. December has historically been weak for SHIB (notable moves: −29.5% in Dec 2021, −13.5% in Dec 2022, +24.6% in Dec 2023, −21% in Dec 2024). Trading volumes remain muted for dollar value — under $100m — with one report showing a 13% 24‑hour uptick while another noted a 10% drop, reflecting light and inconsistent holiday liquidity. Market drivers cited include shortened trading hours, reduced retail participation, and defensive positioning around year‑end, which can amplify downside on thin volumes. Analysts flag potential upside from a Santa Claus Rally (last five trading days of the year plus first two of the new year) that could push SHIB toward near resistances at about $0.00000765, $0.00000843 and $0.00001125; failure to attract end‑of‑year flows would likely leave support near the $0.000007 range. Traders should watch end‑of‑year flows, volume contraction, and short‑term momentum for signals on whether SHIB avoids closing December in the red. This information is for market awareness and not financial advice.
DOGEBALL, a new dog-themed ERC‑20 token, is launching a four-month presale starting 2 January 2026 on a live custom Ethereum Layer‑2 called DOGECHAIN. The project markets near‑zero fees, sub‑2‑second blocks and full EVM compatibility. Tokenomics: 80 billion total supply, ~20 billion (25% in earlier summary) allocated to the ICO/presale across 15 stages starting at $0.0003, with a confirmed listing price of $0.015 implied by earlier materials (large early-stage uplifts advertised). The presale pledges at least 15% of proceeds to liquidity. DOGEBALL pairs an on‑chain dodgeball-style game with a $1 million prize pool (top prize $500,000) and cites a partnership with Falcon Interactive; smart contracts were reportedly audited by Coinsult in earlier coverage. The marketing positions DOGEBALL as a meme‑coin with potential for large multiples (100x–200x for Stage 1) and compares its infrastructure-first pitch to established meme tokens PEPE and FLOKI, which are highlighted for sustained volume and expanding utility respectively. Disclosure: coverage is a paid press release and not trading advice.
OAK Research’s year‑end report shows major Layer‑1 and Layer‑2 tokens suffered steep price and user declines in 2025 as capital and activity rotated toward Bitcoin (BTC), Ethereum (ETH), BNB Chain and revenue‑generating protocols. Total Monthly Active Users across major chains fell about 25.15%. Solana (SOL) lost roughly 94 million users (>60% decline) while BNB Chain nearly tripled its user base by capturing migration flows. Layer‑2 performance diverged: Base saw TVL gains aided by Coinbase distribution, Optimism and zkSync Era experienced sharp contractions, and Mantle posted modest TVL growth largely tied to concentrated token supply. OAK attributes the token sell‑offs to three structural issues: aggressive and continuous unlock schedules, weak value‑capture linking on‑chain usage to token demand, and institutional preference for BTC/ETH. Developer activity remained resilient — Electric Capital data shows sustained dev growth across EVM and SVM stacks and two‑year full‑time developer growth strongest on Bitcoin. On‑chain revenues concentrated in stablecoin issuers (Tether, Circle) and derivatives venues, leaving undifferentiated infrastructure tokens exposed. Outlook for 2026: continued downside and consolidation risk for undifferentiated L1/L2 tokens without clear revenue models or differentiation (speed, cost, security); protocols with meaningful revenues may stabilize but still face unlock pressure and market volatility. For traders: expect ongoing sell pressure on speculative L1/L2 tokens, flight to base layers and fee‑earning protocols, and heightened sensitivity to token unlock schedules, TVL and on‑chain revenue metrics.
On‑chain trackers Arkham and Lookonchain report large Chainlink (LINK) withdrawals from Binance over the past 48–72 hours, indicating significant off‑exchange accumulation. Multiple newly created Ethereum addresses received bulk transfers: notable withdrawals include 469,437 LINK (~$5.8M) and 234,979 LINK (~$2.9M), with one address earlier in December moving roughly $10M in LINK across four transfers. In total, on‑chain monitors observed roughly 1.56 million LINK (~$19.8–$20M) withdrawn across several wallets, several of which now hold multimillion‑dollar LINK positions (two addresses > $2M, four > $1M, others $400k–$610k). Binance remains Chainlink’s most liquid market, accounting for more than 7% of LINK trading volume. Price context: LINK trades near $12.60–$12.70, below the 50‑day EMA and still down from the October crash that reached $7.90; RSI shows neutral momentum. Implications for traders: sustained large exchange outflows reduce on‑exchange sell liquidity and can be bullish if demand persists, but the price remains in a downtrend — verify ongoing Binance balance changes, wallet clustering, and price/volume reaction before positioning. Possible reasons for the withdrawals include long‑term accumulation, private custody, or OTC transfers.
Gold advocate and Bitcoin critic Peter Schiff described Bitcoin’s recent price rebound as a “Christmas gift” exit opportunity for holders, urging investors to sell BTC and buy silver as the best trading play for 2025. Schiff argues the rebound is a seasonal, technical bounce lacking fundamental support: Bitcoin missed bullish targets set earlier in the year while precious metals (gold and silver) showed stronger momentum. He frames the move as a trap for the unwary amid absent “Santa rally” in crypto. The article notes broader context: crypto faced regulatory and macro headwinds through 2024, while metals benefited from geopolitical and inflation pressures. Counterarguments from crypto proponents are mentioned, including continued adoption, institutional interest, and the upcoming Bitcoin halving historically preceding rallies. Practical advice for traders includes reassessing Bitcoin thesis, comparing cross-asset performance, rebalancing oversized positions, and weighing technical and fundamental indicators. The piece concludes that investment decisions should reflect individual goals rather than a single commentator’s view and that 2025 will bring fresh challenges and opportunities across asset classes.
Bitunix, a growing crypto derivatives exchange, has achieved Top-7 global ranking for derivatives trading volume and Top-10 for open interest in 2025 according to CoinGlass. The platform showed rising adoption in prior years — noted by CoinMarketCap, CoinGecko and Similarweb — and reported improving liquidity depth. Bitunix says it will deepen product offerings, enhance user trading experience, and expand global deployment into 2026 to further support liquidity and execution efficiency. Key market context in the same update includes large industry events: a record Bitcoin options expiry (~$28B notional) and elevated annual liquidations cited by Coinglass; however, Bitunix’s announcement focuses on platform-level growth and liquidity goals rather than macro market moves. Primary keywords: Bitunix, crypto derivatives, trading volume, open interest, liquidity.
Coinglass data compiled by Coinotag shows total forced crypto liquidations in 2025 reached about $154.64 billion, averaging roughly $4–5 billion per day. Liquidations in a highly leveraged market typically fluctuate from tens to hundreds of millions daily and rarely produce lasting, system-wide price declines. True systemic stress concentrated in episodic windows — notably the mid‑October deleveraging event around October 10–11 — rather than reflecting ongoing market collapse. Coinotag’s report does not single out any specific cryptocurrency as the primary driver. Traders should monitor leverage metrics and liquidity conditions to anticipate short-term volatility and manage risk, especially during identified stress windows. Primary keywords: crypto liquidations, Coinglass data, leverage, liquidity, market volatility.
Sberbank, Russia’s largest bank, is exploring crypto-collateral lending and is prepared to work with regulators to develop infrastructure for collateralized crypto finance. Deputy Chairman Anatoly Popov said the bank may announce such deals soon, contingent on the country’s evolving regulatory framework. Sberbank has already issued over 160 tokenized products this year across real estate, oil and commodities, and is offering regulated crypto-linked investments totaling 1.5 billion rubles. Meanwhile Moscow Exchange and St. Petersburg Exchange confirmed readiness to launch regulated crypto trading once Russia’s unified legal framework takes effect by July 1, 2026. The Bank of Russia published a regulatory concept that splits market access between qualified and non-qualified investors, imposes annual caps and knowledge tests for non-qualified participants, and bans anonymous tokens. Russia recorded $376.3 billion in crypto transaction receipts from July 2024–June 2025, making it Europe’s largest crypto market by volume. The regulatory timeline includes penalties for illegal intermediaries from July 1, 2027. Officials stressed cryptocurrencies will remain investment instruments, not legal money, and debate continues over treating mining as export activity. Key names: Sberbank (Deputy Chairman Anatoly Popov), Moscow Exchange, St. Petersburg Exchange, Bank of Russia. Key metrics: 160+ tokenized issues by Sberbank; 1.5 billion rubles in crypto-linked products; $376.3 billion crypto transaction receipts (Jul 2024–Jun 2025); unified regulation target date: July 1, 2026.
Whale Alert reported a single transfer of 89,312 ETH (~$264 million) from South Korean exchange Bithumb to an unknown private wallet on December 26, 2025. Large exchange-to-private-wallet moves typically indicate long-term holding, exchange cold-storage operations, or institutional repositioning. The unknown destination prevents identification of the recipient’s intent, prompting trader speculation. Removing this volume from an exchange can reduce immediate sell pressure and is often interpreted as a bullish sign, though correlation with price movement is not guaranteed. Traders should treat this whale transfer as contextual information: compare it with recent accumulation/distribution patterns, daily trading volumes, and concurrent market news; combine whale data with technical indicators and risk management rather than using it as a standalone trading signal.
Recent five-year data analysis shows Bitcoin (BTC) has limited trading activity and weak structural support in the $70,000–$80,000 range. Investing.com’s session-counting of CME futures open prices (weekstarts, weekends excluded) reports BTC logged just 28 trading days between $70k–$79,999 and 49 days between $80k–$89,999 — far fewer than the nearly 200 days seen in lower bands such as $30k–$49,999. CME futures data indicate stronger price memory and consolidation around $30k–$50k and $50k–$70k, while the $70k–$80k band remains one of the least engaged. Glassnode’s UTXO Realized Price Distribution (URPD) corroborates sparse supply clustering in the $70k–$80k zone, suggesting few holders realize cost-basis there. Together, these on-chain and futures measures imply the $70k–$80k level lacks built-in demand and could be vulnerable to sharper moves if BTC retests it. For traders: low session-counts and weak URPD clustering signal higher short-term volatility and limited liquidity in that band; a sustainable re-test would likely require renewed on-chain accumulation or concentrated trading activity to build support. Keywords: Bitcoin, BTC, price support, CME futures, Glassnode URPD, UTXO, consolidation, volatility.
Quantum computing advances in 2026 — including milestones like Microsoft’s Majorana 1 — have accelerated research and investment but do not pose an imminent threat to Bitcoin or major blockchains. Cryptography experts say practical quantum attacks that can run Shor’s algorithm at scale against ECDSA remain years to a decade or more away because they require millions of low-error qubits, long coherence times and material and fabrication breakthroughs. The primary near-term risk is archival: adversaries are already collecting on-chain public keys and encrypted data today to decrypt later once quantum capability matures (“store now, decrypt later”). Analysts estimate roughly 25–30% of BTC (about 4 million BTC) is held in addresses exposing public keys, increasing potential vulnerability. ECDSA digital signatures are the weakest link; SHA-256 hashing is comparatively more resilient to quantum attacks. Recommended actions for traders and holders: avoid address reuse, keep public keys hidden until spending, and prepare to migrate to post-quantum wallets and signature schemes when viable. Industry responses include proposals for quantum-resistant signatures, vendor products offering quantum-grade randomness and post-quantum encryption for hot wallets (e.g., Qastle), and regulatory attention from bodies like the US SEC. Market impact is limited in the short term — the narrative is shifting from ‘if’ to ‘when,’ making wallet hygiene and strategic planning for post-quantum migration important for long-term risk management.
Neutral
Quantum computingPost-quantum cryptographyBitcoinWallet securityHarvest now decrypt later
A Global Initiative Against Transnational Organized Crime report concludes the Central African Republic’s (CAR) rapid crypto initiatives — including making Bitcoin legal tender in 2022 (later rolled back), the Sango hub and Sango Coin, and a government‑linked memecoin ($CAR) tied to speculative land tokenisation — are unrealistic, opaque and vulnerable to criminal exploitation. The projects were launched despite severe infrastructure limits (low electricity and internet access) that prevent broad citizen participation. Sales and market performance have been weak (Sango sales far below targets; CAR memecoin collapsed from a reported peak to deep losses). The IMF and regional central bank raised legal, transparency and macroeconomic concerns; local courts struck down some measures. The report flags concentration of gains among foreign investors and a domestic elite linked to President Faustin‑Archange Touadéra, and names intermediaries allegedly connected to cross‑border crypto fraud. It warns the 2023 tokenisation law for natural resources (oil, gold, timber, land) and poorly regulated platforms could create channels for money‑laundering, foreign influence and transnational organised crime while delivering scant benefits to ordinary citizens. For traders: the revelations and regulatory pushback increase counterparty, legal and reputational risks for CAR‑linked tokens and any listings tied to the country’s projects, heightening volatility and reducing project credibility.
Bearish
Central African Republiccryptocurrency regulationmemecoinSango Coincrypto fraud
Onchain analytics provider OnchainLenz reported that a wallet labelled to QCP Capital moved 400 BTC (≈ $35.7M) and 200 ETH (≈ $597K) — roughly $36.3 million — into Binance. Large deposits to a major centralized exchange often increase sell-side liquidity and can presage short-term selling pressure, though such flows can also reflect custodial transfers, collateral posting, OTC settlement or portfolio rebalancing. Traders should treat this as a data point: monitor follow-up on-chain activity (withdrawals back to cold storage or onward transfers), Binance order-book and funding-rate changes, and broader macro and technical signals before taking positions. The transfer underscores institutional activity and tests market depth for BTC and ETH; if Binance absorbs the inflow without major slippage, it indicates demand resilience, whereas aggressive execution into the order book could produce short-term downside.
A major crypto derivatives expiry is unfolding: roughly 300,000 BTC in options (about $23.7B notional) are set to expire today, and combined with Ethereum options total BTC/ETH options exposure reaches approximately $28.5B. Large expiries concentrate derivatives positioning and typically force dealer rebalancing, delta hedging and exercise/assignment decisions that can amplify short-term price moves for BTC and ETH. Traders should monitor open interest concentrations, strike distributions, option skews and spot liquidity to anticipate potential pinning, short squeezes or volatility spikes around settlement. The event does not imply a fixed directional bias; outcomes depend on prevailing positioning and liquidity. However, market-maker adjustments and heavy hedging flows often create transient liquidity stress and larger intraday swings—factors important for leverage, stop placement and short-term strategies. This expiry is viewed as a notable liquidity milestone for the derivatives market and may inform near-term risk sentiment across spot, futures and perpetual markets.
Neutral
Bitcoin options expiryDerivatives liquidityOpen interestVolatility riskBTC ETH options
A large trader nicknamed “buddy” has built concentrated leveraged long positions ahead of a major options expiration, drawing market attention and coinciding with an ETH price rally. Monitoring firm Hyperinsight reports the trader added 525 ETH of long exposure over roughly 16 hours, closed BTC longs, and now holds: 1) an 8,000 ETH position in ETH at 25x leverage with a reported liquidation price near $2,870; and 2) an 8,000 HYPE position at 10x leverage. The moves come as a sizable options expiry for BTC/ETH approaches, increasing the potential for squeezes and heightened volatility. Key details for traders: position sizes (8,000 ETH at 25x), leverage levels (25x for ETH, 10x for HYPE), recent additions (+525 ETH in ~16 hours), and liquidation price (~$2,870 for the ETH long). These concentrated, highly leveraged positions can amplify short-term price swings, influence funding rates and order-book dynamics, and raise the risk of cascading liquidations if price moves toward the liquidation level. Traders should monitor open interest, options expiry flow, funding rates, and order-book depth around major exchanges to gauge potential squeeze pressure and manage risk accordingly.
A market commentator argued that XRP is transitioning from a fringe crypto into the regulated derivatives stack used by institutions. Despite a 34% Q4 2025 drop to $1.87, XRP has seen institutional developments: XRP ETFs launched last month gathered $1 billion in inflows within 21 days, Ripple received conditional bank-charter approval, and the company expanded via acquisitions and partnerships. The commentator (Richard) reviewed multiple year-end regulatory filings and ethics-policy updates that treat XRP as a governed asset, with insider-trading and personal-trading rules applied. He points to leveraged XRP ETFs (including 5x products), futures, swaps, margin structures, and daily-reset leveraged products as evidence institutions are building structured exposure—often using derivatives first to manage risk. CME-listed XRP futures have shown strong uptake, surpassing $26 billion in notional volume and reaching $1 billion open interest fastest among assets. The commentator views repeated filings and amendments as signs sponsors are phasing product rollouts from lower to higher leverage, signaling deeper institutional integration rather than a short-term price play. Disclaimer: informational only, not financial advice.
Binance CEO Changpeng “CZ” Zhao dismissed a viral screenshot showing Bitcoin at about $24,111 on Binance as a microstructure glitch on a newly listed BTC/USD1 pair, not a market-wide crash. The extreme wick occurred on BTC/USD1 — a pair quoted in USD1, a stablecoin tied to World Liberty Financial — and snapped back within seconds to prevailing prices above $87,000 as arbitrageurs corrected the dislocation. CZ explained that thin order books on new pairs allow a single aggressive market order to print an extreme price; the pair isn’t used in any Bitcoin index and produced no liquidations. Solv Protocol’s Catherine Chan attributed the event to a liquidity surge caused by a Binance promotion offering 20% APY on USD1 deposits, which pushed users to swap into USD1 and briefly created a premium, allowing a market sell to sweep buy orders. Traders should note the operational risk: new quote-asset pairs and promotional flows can create fragile order books where one large market order produces headline price prints without signalling a genuine trend. At press time Bitcoin traded near $89,298. Primary keywords: Bitcoin, Binance, CZ, liquidity glitch; secondary keywords: USD1 stablecoin, arbitrage, order book, BTC/USD1.
Digital Ascension Group CEO Jake Claver told the XRP community he is 99.99999% confident XRP will make an “unbelievable move” before year-end 2025. Claver reiterated earlier bullish claims that XRP could reach triple-digit prices if several catalysts align, citing disruptions in oil markets, stronger U.S. regulatory engagement, growth of XRP ETFs, and large-scale liquidity shifts in Japan. XRP traded at $1.87 with a peak near $3.66 five months earlier, reflecting roughly a 50% decline year-to-date. The article notes XRP ETF inflows of $1.14 billion in one month from firms such as Canary Capital, Grayscale, Bitwise and Franklin, and mentions a speculative BlackRock ETF filing that could target XRP. Claver has previously forecast extreme short-term targets (e.g., $100–$1,000) and faces criticism after missed predictions. The piece cautions readers that this is opinion and not financial advice.
Crypto analyst Steph Is Crypto reports that nearly 50% of XRP’s circulating supply is now underwater, with the share of supply in profit falling to about 52% on a 7-day moving average. The drop in holder profitability occurred alongside XRP’s price decline, meaning a large portion of tokens last moved at prices above current levels. Historically, this “profitability compression” has reduced immediate selling pressure from profit-takers and preceded sharp rallies when demand returned — Steph notes a comparable setup in November 2024 that preceded a 500%+ rally. The current setup suggests downside risk is more evenly distributed and that modest inflows could have outsized price impact because fewer holders are positioned to sell at a profit. The article emphasizes this is not investment advice and urges readers to do their own research.
Researchers Jonas Nick, Tim Ruffing (Blockstream Research) and Yannick Seurin (Ledger) published DahLIAS, the first formal, provably secure construction of a constant-size, fully aggregated cross-input signature scheme that operates on Bitcoin’s native secp256k1 curve. DahLIAS produces a single 64-byte signature that aggregates signatures from many signers across different transaction inputs (CISA), reducing transaction size and verification cost. Unlike BLS-based aggregation, DahLIAS works within Bitcoin’s existing curve assumptions and requires only similar cryptographic premises already used by Bitcoin. It uses a two-round interactive protocol (similar in interaction to MuSig2 but functionally distinct) and includes formal security proofs. DahLIAS is not compatible with current Bitcoin consensus rules as-is — verification takes a set of public keys and corresponding messages plus a 64-byte proof rather than the single public key–message–signature model — so integrating it would require a consensus change and a BIP. The paper’s key contribution is demonstrating that full cross-input signature aggregation on secp256k1 is possible, paving the way for future BIP proposals and implementation work (e.g., secp256k1lab) to bring smaller, more private and cheaper complex transactions to Bitcoin.
Exodus, the consumer crypto wallet developer, has announced a partnership with payments provider MoonPay and fintech platform M0 to pilot functionality for a US digital dollar. The collaboration aims to enable users to receive, hold and transmit a tokenized digital dollar through Exodus’ wallet interface, leveraging MoonPay’s on/off ramp infrastructure and M0’s stablecoin and tokenization tooling. The pilot focuses on user experience and compliance, integrating custodial and non-custodial flows and testing redemption and settlement mechanisms. Key objectives include testing fiat on/off ramps, wallet interoperability, and regulatory controls needed for a digital dollar rollout. The announcement highlights industry momentum around tokenized fiat and central bank digital currency (CBDC) experimentation, though it does not indicate a government-issued CBDC launch or specific timeline. For traders, the development signals growing infrastructure for tokenized US-dollar settlement rails, potential increases in on-chain dollar liquidity, and expanded use cases for stablecoins and tokenized fiat instruments.
Neutral
Digital dollarExodusMoonPayStablecoinsTokenized fiat
Strategy CEO Phong Le said Bitcoin’s fundamentals for 2025 are exceptionally strong despite recent price declines and market fear. Speaking on a podcast, Phong Le urged investors to ignore short-term volatility and focus on long-term adoption, citing growing support from the U.S. government, major banks and meetings with traditional banks in the U.S. and UAE. He noted catalysts such as SEC innovation and Vanguard allowing Bitcoin ETF trading, which helped trigger roughly $400 million in short-covering during a recent rebound. CoinMarketCap data: BTC hit an all-time high of $125,100 on Oct 5, then fell nearly 30% to about $88,700 at the time of reporting. The crypto fear & greed index has shown ’extreme fear’ since Dec 12. Strategy holds $1.4 billion in cash reserves to deploy into market weakness and emphasizes risk-managed frameworks like mNAV, a Bitcoin reserve and USD reserve. Phong Le remains bullish into 2026, aligning with institutional narratives that increased ETF flows and government reserves could drive further adoption, though some forecasters warn of potential retracement to $60,000 amid liquidity tightening and regulation. Key names and figures: Phong Le, Strategy, Michael Saylor, Vanguard, SEC. Primary keywords: Bitcoin, BTC, fundamentals, ETF, institutional adoption.
Bithumb announced it will delist EVZ and stop all EVZ trading at 06:00 UTC on January 26 after the EVZ foundation failed to provide required explanatory materials following an “investment warning” designation and a past security incident. The exchange cited compliance, transparency and security concerns as reasons for removal. Users must either sell their EVZ before the trading halt or withdraw tokens to a compatible wallet within a subsequent withdrawal window (final deadline to be announced). The delisting underlines stricter exchange listing standards and signals increased regulatory and operational scrutiny. Traders should act quickly, confirm wallet compatibility and addresses, and monitor EVZ listings on other platforms; exchanges may review EVZ independently. Main keywords: Bithumb delist EVZ, EVZ delisting, withdrawal deadline, exchange compliance, token transparency.
Gate has launched the 17th edition of its VIP Super Friday event, running from 2025-12-26 15:00 to 2026-01-01 23:59 (UTC+8). The promotion guarantees a 100% chance to win for participants; VIP level 5+ users who sign up immediately receive an airdrop and can win up to 8,888 NIGHT. The event features a pool of 2,352 NIGHT gacha prizes, distributed on a first-come, first-served basis. Users can obtain additional gacha chances by completing deposit, wealth-management, and trading tasks. The announcement emphasizes limited quantity and encourages early participation. The notice is informational and does not constitute investment advice.
The pieces argue that narratives (political events, regulation, institutional interest) spark volatility, but measurable capital flows and liquidity determine whether Bitcoin trends persist. After the 2024 U.S. election BTC rallied ~56% alongside a spike in futures open interest, yet weak spot demand prevented a durable uptrend. Spot BTC ETFs were a primary, quantifiable catalyst — roughly $35bn net inflows in 2024 and $22bn in 2025 — with price moves closely tracking ETF flow pace; momentum faded when inflows slowed or turned negative. Stablecoin inflows to exchanges, used as a proxy for deployable buying power, fell about 50% from recent highs, reducing market capacity to sustain narrative-driven rallies. On-chain metrics (realized profit-taking by long-term holders >$1bn/day on 7-day avg in July) show significant selling pressure, while higher real yields and shifts toward defensive assets (BTC/gold ratio decline) increase Bitcoin’s opportunity cost. Conclusion for traders: watch spot ETF flows, exchange stablecoin balances, futures open interest and realized selling — narratives can trigger moves, but sustainable rallies require persistent spot-led demand and ample liquidity. No investment advice.