Insights

Nasdaq-listed company Cypherpunk Technologies invested $29 million to purchase 56,418 ZEC, with a total holding of 290,063 coins, accounting for approximately 1.76% of the circulating supply. The goal is to hold a 5% share, marking a shift in corporate treasury strategy from transparent blockchain to privacy-oriented asset allocation. Zcash has surged over 800% in the past 12 months, while Bitcoin has declined by 5% during the same period.

XRP spot ETF sets a record of 29 consecutive days with zero outflows, accumulating a total of 1.15 billion USD. In December alone, it saw an inflow of 478 million USD, contrasting with Bitcoin ETF's evaporation of 1.1 billion USD. Kim, claiming an IQ of 276 and known as the world's highest IQ, predicts that a rise to 3 USD within 48 hours would require a surge of 60-70%, which is highly unlikely based on technical analysis. Standard Chartered Bank forecasts it reaching 8 USD by 2026.

The Federal Reserve's December Federal Open Market Committee (FOMC) meeting minutes released on December 31st show that there was significant disagreement within the committee on whether to cut interest rates. Ultimately, the decision was made with a 9 to 3 vote to cut rates by 25 basis points, bringing the federal funds rate target range to 3.5% to 3.75%. This is the most dissenting vote count since 2019. The minutes reveal that although most officials believe that further rate cuts may be appropriate if inflation declines as expected, some officials expressed strong reservations about the pace of future easing, even stating that this rate cut decision was "very balanced" and could have supported holding rates steady. On the market side, according to CME's "FedWatch" tool, as of December 31st, traders believe there is an 85.1% probability that the Fed will keep rates unchanged in January 2026, indicating a cautious outlook for future policy shifts. This contradictory set of minutes casts a shadow of uncertainty over the global macro markets in 2026, especially for risk assets like Bitcoin and Ethereum, which are highly sensitive to such developments.

Bitcoin falls below $87,000, ETF experiences consecutive weeks of outflows. However, in December, listed companies increased holdings by 22,600 coins, spending $2.064 billion, surpassing the total of the previous three months. The tokenization market is projected to triple to $18.5 billion by 2025, with forecasts exceeding $50 billion in 2026. Ethereum validators have twice as many entrants as exits, indicating a return of institutional confidence.

Bitcoin (BTC) retraced overnight gains, currently around $88,300 as of December 31. MicroStrategy executives stated that continuing to increase Bitcoin holdings will be beneficial to the company's shareholders and are seeking undeveloped capital. Manus founder Xiao Hong's social media profile tags include "btc holder." Meta acquired the AI application developer Manus, Butterfly Effect, for billions of dollars.

Written by: JDI Global Decentralized Physical Infrastructure Networks (DePIN) are an innovative network architecture that combines blockchain technology with physical infrastructure. Through blockchain's token incentive mechanisms, it attracts individuals and enterprises to contribute physical resources such as storage space, computing power, and network bandwidth, building a distributed shared infrastructure network. Its application scenarios broadly cover fields like distributed storage, wireless networks, and AI computing support. Unlike traditional centralized infrastructure models, DePIN offers low-cost, scalable advantages, breaking the monopoly of giants over core physical resources and forming a unique "co-construction and sharing" industry ecosystem. The concept of DePIN has gradually taken shape alongside the penetration of blockchain technology into the real economy. The early stage was marked by Helium's start in 2013, which gradually launched distributed wireless network projects.

Gradual Release 2026 Digital Asset Outlook Report indicates that the U.S. crypto market structure bill is expected to gain bipartisan support for passage. Research Director Zach Pandl emphasized that the driving forces behind the bull market are regulatory clarity and macroeconomic pressures. Concerns over government debt, fiscal deficits, and fiat devaluation are prompting investors to seek alternative stores of value. Google, Meta, or Apple may launch crypto wallets in 2026, and Fortune 100 companies are building private blockchains.

Gold and silver have surged to multi-year highs in recent months, once again drawing in investors seeking safety. According to many crypto analysts, however, this may not be bad news for digital assets at all—quite the opposite. History suggests that when precious metals finish a strong run and

In 2025, Bitcoin hash power surpasses 1 ZH/s, but mining costs soar to $137,000 forcing industry transformation. CoreWeave acquires Core Scientific for $9 billion, IREN signs a $9.7 billion GPU agreement with Microsoft. Trump's second son founded American Bitcoin Corp, Bhutan's reserves account for 40% of GDP, Tether is deploying the OCEAN mining pool.

Senior Wall Street analyst Tom Lee predicts that Ethereum (ETH) will reach $7,000 to $9,000 in early 2026, primarily benefiting from the shift of financial activities on-chain and the wave of asset tokenization. He believes Ethereum is an ideal platform for real asset tokenization and points out its strong developer community and track record, which will attract institutional investors. Although there may be short-term corrections, Lee emphasizes the enormous long-term growth potential.

Decentralized perpetual exchange Lighter's mainnet launch simultaneously announced the LIT token economic model, sparking debate within the DeFi community. The total supply is split evenly: 50% for the ecosystem and 50% for the team and investors. Despite a one-year lock-up and three-year vesting, it still faces criticism for being too aggressive. Blockchain analysis shows that after the announcement, major whales opened leveraged short positions worth millions of dollars, but dormant addresses also increased holdings, revealing serious market disagreement over Lighter's prospects.

Altcoin rallies historically follow prolonged periods of compression rather than peak optimism. Large-cap tokens are gaining attention for structure, not speculation. Network resilience is becoming more relevant than short-term price momentum. Market participants are