비트마인의 회장인 톰 리는 X 플랫폼에 올린 글에서 12월의 마지막 며칠은 일반적으로 많은 기관 투자자들이 시장에서 빠져나가는 연말 연휴 거래 기간 동안 알고리즘 및 로보 트레이딩 프로그램으로 시장이 이동하는 것이 특징이며, 연말 세금 회피 매도가 12월 마지막 날의 시장 역동성에 기여했다고 말했습니다. 지난주 비트마인이 44,463 이더리움 보유량을 늘렸다고 공개했을 때, 톰 리는 연말 연휴 시즌이 다가올수록 전반적인 시장 활동이 감소하는 경향이 있으며, 세금 회피 매도는 암호화폐 및 관련 주식 가격에 단계적인 압력을 가할 것이며, 이는 일반적으로 12월 26일부터 12월 30일까지 가장 두드러진다고 지적하며 비트마인이 이러한 계절적 특징을 고려해 시장 전략을 조정하고 있다고 말했습니다.

트레이더 CBB는 X 플랫폼에 올린 게시물에서 관련자들이 완전히 희석된 가치로 출시 후 24시간 이내에 30억 달러의 가치를 넘지 못한 토큰을 홍보하는 데 수개월을 소비했으며, 해당 토큰을 순수한 쓰레기라고 불렀다고 밝혔습니다.

온체인 렌즈의 모니터링에 따르면 비트마인(@BitMNR)이 3억 5,216만 달러 상당의 118,944 이더리움을 추가로 약정했습니다. 비트마인은 현재 총 461,504 이더리움, 13억 7천만 달러 상당의 이더를 약정했습니다. 또한 새로 생성된 지갑은 비트마인이 소유한 것으로 추정되는 주소로 팔콘엑스에서 9780만 달러 상당의 32,938 ETH를 받았습니다.

The cryptocurrency market has sharply underperformed traditional assets in recent months, trailing both precious metals and equities. But analysts say 2026 could mark a turning point, with crypto positioned for a potential “catch-up” rally as capital rotation, liquidity shifts and whale behavior begin to change.According to market intelligence firm Santiment, Bitcoin and the broader crypto market have lagged gold and stocks since November — yet historical patterns suggest the gap may not persist.Crypto Underperforms as Gold and Stocks RecoverSince the start of November:Gold is up 9%S&P 500 has gained 1%Bitcoin is down roughly 20%, trading near $88,000The divergence reflects a broader shift in investor behavior during late 2025, as market participants favored traditional hedges amid macro uncertainty.“Bitcoin and crypto remain notably behind other major asset classes,” Santiment analysts said in a recent post, adding that this lag historically creates room for future catch-up once sentiment and liquidity reverse.Gold and Silver Dominate the Debasement Trade in 2025Precious metals have emerged as the clear winners of the so-called “debasement trade” this year — a strategy that favors hard assets expected to preserve purchasing power during periods of fiscal strain and loose monetary policy.Gold is up nearly 70% year-to-dateSilver has surged roughly 150%Bitcoin is down about 6% over the same periodGold’s rally has been especially notable from a technical perspective. According to The Kobeissi Letter, the metal has remained above its 200-day moving average for approximately 550 consecutive trading sessions, the second-longest such streak on record, surpassed only by the post-2008 financial crisis period.This strength reflects sustained demand for traditional stores of value as investors hedge against inflation, currency debasement and geopolitical risk.Why Bitcoin Lagged — and Why That Could ChangeBitcoin bulls had widely expected the debasement trade to propel BTC higher in 2025. Instead, Bitcoin peaked near $126,000 in early October before retracing sharply, falling below $90,000 by year-end.Analysts argue the underperformance stems less from structural weakness and more from timing and positioning.“Gold has been leading Bitcoin by roughly 26 weeks,” said Lewis Harland, portfolio manager at Re7 Capital. “Gold’s consolidation last summer closely resembles Bitcoin’s pause today. Historically, Bitcoin tends to follow — but with greater torque.”In past cycles, Bitcoin has often lagged macro hedges initially, only to outperform once liquidity conditions improve and speculative capital returns.Whale Behavior Signals Potential Inflection PointOn-chain data suggests the groundwork for a shift may already be forming.Santiment reports that large Bitcoin holders (whales) slowed accumulation during the second half of 2025, while smaller wallets increased buying activity — a pattern often associated with late-cycle distribution.“Historically, the strongest transitions from bear phases to bullish ones occur when large wallets begin accumulating while retail capitulates,” Santiment analysts noted.Importantly, long-term Bitcoin holders have stopped selling for the first time in six months, with holdings stabilizing after declining from 14.8 million BTC in July to roughly 14.3 million in December.Early Signs of Capital Rotation Back to CryptoSome market observers believe capital rotation is already underway.Garrett Jin, former CEO of BitForex, pointed to rising on-chain activity as an early signal. Data from Nansen shows active Bitcoin addresses increased 5.5% in 24 hours, even as transaction counts fell — a pattern often associated with accumulation rather than speculation.“The short squeeze in metals is over,” Jin said. “Capital is beginning to rotate back into crypto. Capital is the same — sell high, buy low.”Investor CyrilXBT echoed that view, calling the current environment “classic late-cycle positioning before a shift,” adding that markets often move before narratives catch up.2026 Outlook: Crypto Catch-Up Scenario Gains TractionPrediction markets appear aligned with the catch-up thesis. On Polymarket:Bitcoin holds a 40% probability of being the best-performing asset in 2026Gold sits at 33%Equities trail at 25%Analysts argue that if liquidity conditions ease and macro risks remain elevated, Bitcoin could resume its historical role as a high-beta hedge, outperforming both gold and equities once momentum turns.Crypto’s underperformance in 2025 stands in stark contrast to gold and silver’s explosive gains. But analysts say this divergence may be setting the stage for a powerful reversion.With whale selling slowing, long-term holders stabilizing, and capital rotation signals emerging, 2026 could offer crypto a chance to close the gap — or even overtake traditional hedges once again.As Santiment concluded: “The opportunity for crypto to play catch-up remains very much alive.”

12월 연방준비제도의 도트 플롯은 2026년 금리 인하 규모에 대해 심각한 의견 차이를 보였으며, 분석가들은 한두 번의 금리 인하가 암호화폐의 모멘텀에 타격을 줄 수 있다고 예측했습니다.

According to Odaily, BNB Chain has announced its technical roadmap for 2026, highlighting significant milestones for 2025. The network aims to achieve zero downtime under high-load conditions, with continuous growth in transaction activity, stablecoin volume, and real-world assets (RWA). Drawing from past experiences in reliability, speed, cost efficiency, and fairness, BNB Chain has outlined its technological evolution for 2026. In 2025, BNB Chain plans to implement multiple hard forks, including Pascal, Lorentz, Maxwell, and Fermi, to reduce block time from 3 seconds to 0.45 seconds and finality time to 1.125 seconds. Network bandwidth is expected to increase to 133 million Gas per second, maintaining stability during peak periods such as meme coin trading surges and BNB price highs. The network's total value locked (TVL) is projected to grow by 40.5% year-on-year, with daily transaction volumes peaking at 31 million and stablecoin market capitalization reaching approximately $14 billion. RWA scale is anticipated to exceed $1.8 billion. The roadmap for 2026 indicates that BNB Chain will continue to optimize the Binance Smart Chain (BSC) as an EVM transaction chain, advancing a dual-client strategy. The Geth client will ensure stability, while a Reth-based client will serve as a high-performance engine. Core objectives include achieving 20,000 transactions per second (TPS), sub-second finality, and further reducing Gas costs through software layer optimizations. The network will introduce higher-performance execution engines, parallel execution, and storage capabilities to address the growing state size. On the infrastructure front, BNB Chain will enhance its scalable database architecture with multi-layer sharding and distributed processing to mitigate state bloat. At the application level, a privacy framework and AI agent middleware will be introduced to simplify the development of advanced applications. In the longer term, BNB Chain is designing a next-generation transaction chain, aiming for near-million TPS and millisecond confirmation between 2026 and 2028, enhancing decentralization and security through a hybrid on-chain/off-chain computing architecture. The official summary states that the roadmap is based on real-world production experience, with core goals focused on ensuring long-term sustainability in performance, reliability, and fairness as the network continues to expand.

넥서스 재단은 생태계에서 고품질 프로젝트를 지원하는 데 사용될 생태 토큰인 NEX의 출시를 발표했으며, NEX 노드 보유자는 알파 시리즈 토큰의 에어드랍 및 분배에서 우선권을 갖게 됩니다. 또한, 넥서스 생태계는 시나크 프로토콜을 도입하고 DAO 거버넌스 개념을 통합하여 탈중앙화 생태 구조를 더욱 개선합니다. 공식 소개에 따르면, 넥스 생태계는 기술 자원을 통해 인큐베이션, 상장, 시장 가치 관리, IDO, 시장 노출 및 유동성 최적화와 같은 서비스를 고품질 프로젝트에 제공하는 것을 목표로 합니다.

BitMine snared another 32,938 ETH on Tuesday as end-of-year tax-loss sellers and bots kept prices down, Fundstrat’s Tom Lee said. source: https://cointelegraph.com/news/bitmine-buys-98-million-ether-tax-sellers-offload-assets?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

웹3.0 실무자라면 실리콘밸리와 홍콩을 넘어 모로코를 주목하세요. 북아프리카의 사막과 바다 사이에 있는 모로코는 과소평가된 직소 퍼즐처럼 세계 지도에서 사라진 구석일 수 있습니다.

According to BlockBeats, analysis from The Kobeissi Letter reveals that approximately 94% of markets within the MSCI All Country World Index (ACWI) are currently operating above their 200-day moving average, nearing a five-year peak. Additionally, about 87% of ACWI countries are above their 50-day moving average, marking the highest level since July of this year. The ACWI index encompasses 23 developed markets and 24 emerging markets, representing roughly 85% of investable stocks worldwide. Year-to-date, the ACWI index has risen by 21 source: https://www.binance.com/en/square/post/34417570729073?utm_source=BinanceNewsRSS

According to BlockBeats, analysis from The Kobeissi Letter reveals that approximately 94% of markets within the MSCI All Country World Index (ACWI) are currently operating above their 200-day moving average, nearing a five-year peak. Additionally, about 87% of ACWI countries are above their 50-day moving average, marking the highest level since July of this year.The ACWI index encompasses 23 developed markets and 24 emerging markets, representing roughly 85% of investable stocks worldwide. Year-to-date, the ACWI index has risen by 21.6%, on track to achieve its third consecutive annual increase. Meanwhile, the MSCI All Country World Index, excluding the United States, has outperformed the S&P 500 by 12 percentage points, the largest gap since 2009. Global stock markets are experiencing a significant investment surge.

According to ChainCatcher, the U. S. dollar index, which measures the dollar against six major currencies, increased by 0. 21% to close at 98 source: https://www.binance.com/en/square/post/34424328096314?utm_source=BinanceNewsRSS

2025년 글로벌 암호화폐 시장은 전례 없는 유동성 수확 공세와 방어의 전환기에 접어들었습니다. 시장 유동성이 고갈됨에 따라 시장의 수익 마진은 초기 코인 출하 후 모델에서 코인 수확 전 모델로 바뀌고 있습니다.

소프트뱅크는 OpenAI에 최종 220억 달러를 송금하여 410억 달러 규모의 투자를 완료하고 AI 회사의 지분 약 11%를 확보했습니다. 이 자금은 엔비디아, AMD, 브로드컴과의 파트너십, 오라클과의 5,000억 달러 규모의 스타게이트 프로젝트 등 OpenAI의 대규모 인프라 계획을 지원하는 데 사용될 예정입니다.

바이낸스는 2026년 이전 법정화폐 결제 파트너였던 비피니티 UAB와의 파트너십을 중단한 이후 우크라이나 사용자에게 큰 타격을 줄 수 있는 비자 및 마스터카드 인출을 일시적으로 중단한다고 발표했습니다. 동안

메타의 마누스 인수는 생태적 통합을 중심으로 한 새로운 AI 경쟁의 시작을 알리는 신호탄이 될 수 있습니다.

2026년의 투자 환경은 통화 완화의 강한 순풍과 함께 낙관론에 편향되어 있습니다. 그러나 역사는 완화 기조가 결국 조정을 피할 수 없을 때 끝날 것임을 상기시켜 줍니다.

프레네틱스는 비트코인 구매를 중단하고 더 이상 암호화폐를 추가하지 않으며, 대신 데이비드 베컴이 공동 설립한 영양제 브랜드인 IM8의 성장에 자본을 집중하기로 결정했습니다. 이 회사는 기존의 510 비트코인을 유지하겠지만, IM8의 강력한 매출 성장이 장기적인 가치에 대한 더 명확한 길을 제시할 것이라고 말합니다.

소비자 거래 앱은 기능 면에서 치열한 경쟁을 벌이고 있으며, 각 앱은 교차 자산 슈퍼 앱이 되기 위해 노력하고 있습니다.

2025년 말을 돌아보면, 암호화폐 업계는 조용하지만 짜릿한 '공급 측면의 개혁'을 겪었습니다.