메사리는 몇 가지 예외를 제외하고는 L1 토렌트 자산이 비트코인에 시장 점유율을 계속 빼앗길 것으로 예상하며, 이러한 추세는 2026년 이후에도 반전되지 않을 것으로 전망하고 있습니다.

According to Cointelegraph, current market conditions may hinder Bitcoin's ability to replicate its early 2025 price gains as it moves into 2026, according to Ophelia Snyder, co-founder of 21Shares. Snyder noted that the factors contributing to the current volatility are unlikely to be fully resolved in the short term, making a repeat performance next January heavily dependent on broader market sentiment. She highlighted that January often sees renewed inflows into Bitcoin exchange-traded funds as investors rebalance and reposition portfolios at the start of the year. Snyder emphasized that the downtrend is not specific to cryptocurrency, expressing uncertainty about Bitcoin's performance in January due to the current low level of positive market sentiment. Bitcoin reached a peak of $109,000 on January 9, just before U.S. President Donald Trump's inauguration, as traders anticipated his proposed plans for the crypto sector would spark a rally. At the time of publication, Bitcoin is trading at $92,150, according to CoinMarketCap, down almost 10% over the past 30 days. Despite the recent downturn, Snyder remains optimistic about Bitcoin's long-term prospects. She views the recent correction as a response to a general risk-off sentiment in broader market conditions rather than anything specific to cryptocurrency. Snyder identified several factors that could drive Bitcoin to outperform, including the expansion of crypto ETFs on major platforms, increased government adoption, and rising demand for stores of value beyond gold. Conversely, potential catalysts for underperformance include risk-off sentiment across broader financial markets and continued strength in gold, which could make Bitcoin less appealing to traditional investors. Other industry executives share a more optimistic outlook, with BitMine chair Tom Lee predicting that Bitcoin will reach a new high before the end of January 2026. Historical data from CoinGlass shows that since 2013, Bitcoin has averaged a return of 3.81% during January, suggesting potential for positive performance in the coming year.

Bitcoin’s downturn has barely anything to do with “anything crypto specific,” but it’s unlikely to surge early next year, says 21Shares co-founder Ophelia Snyder. source: https://cointelegraph.com/news/bitcoin-price-all-time-high-january-repeat-uncertainty-analyst?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

According to BlockBeats, data from Coinglass reveals that the funding rates on major centralized and decentralized exchanges (CEX and DEX) continue to reflect a bearish market sentiment. The funding rates for key cryptocurrencies are detailed in the accompanying chart. Funding rates are a mechanism used by cryptocurrency trading platforms to maintain the balance between contract prices and the prices of the underlying assets, typically applied to perpetual contracts. This mechanism involves the exchange of funds between long and short traders, with the trading platform not collecting this fee. It serves to adjust the cost or profit of holding contracts, ensuring that contract prices remain close to the underlying asset prices. A funding rate of 0.01% is considered the baseline rate. When the funding rate exceeds 0.01%, it indicates a generally bullish market sentiment. Conversely, when the funding rate falls below 0.005%, it suggests a predominantly bearish market outlook.

According to PANews, the Italian Ministry of Economy has announced a comprehensive review of the current risk control mechanisms related to cryptocurrency investments. This initiative aims to assess whether adequate safeguards are in place for retail investors engaging in direct or indirect investments in crypto assets. The decision was made by the Macroprudential Policy Committee, which includes the Bank of Italy, market regulator Consob, insurance and pension regulators, and the Ministry of Finance. Regulators have issued warnings about the increasing integration of crypto assets with the traditional financial system and the growing issue of fragmented international regulations, which could heighten potential risks. Although Italy's overall economic and financial situation remains stable, it faces significant global uncertainties.

TON treasury has submitted a meme shelf registration for $420. 69 million. source: https://www.cryptopolitan.com/ton-treasury-files-420m-shelf/

Italy's Consob mandates VASPs to apply for CASP status, aligning with EU MiCAR guidelines by December 2025. source: https://coincu.com/news/italy-consob-casp-deadline-micar/

두바이 블록체인 위크 12월 4일 CZ와 쉬프, 비트코인 대 금에 대한 토론, 누가 이길 것 같나요?

칩, 인공 지능, IPO, 투자, 무어 스레드 파이낸싱 스토리 : 초기 투자자 수익률이 골드 파이낸셜의 6200 배를 넘어선 "국내 GPU 첫 주식"이 어떻게 탄생했는지 다시 살펴 보시겠습니까?

BTC와 암호화폐 시장 전체가 반사이클을 보이는 이유는 무엇인가요? 인공지능, 미중 게임, 그리고 BTC와 금의 역순환적 성과를 어떻게 완전한 내러티브로 연결할 수 있을까요?

한때 상승 수익을 증폭시켰던 금융 공학이 이제는 하방 리스크를 악화시키고 있습니다.

이더리움의 궁극적인 야망은 "금융의 창"이 되는 것입니다. 통화가 자동화되고, 세계화되고, 지능적으로 결제되어야 할 때, 개방형 생태계의 포괄적인 기능은 글로벌 금융 생태계를 재편할 것이며, 생태계가 확장됨에 따라 가치 공간은 계속 열리게 될 것입니다.

x402 프로토콜의 탄생은 17세기 금본위제와 은본위제에 도전했던 교환 지폐와 유사합니다. 새로운 경제 형태는 항상 규칙을 깨뜨리기 전에 등장합니다. 그러나 기술 인프라의 견고함은 제도적 틀의 성숙도만큼이나 중요합니다.

월렛,웹 3.0,AI 에이전트,큐레이터,디파이,웹3월렛의 5가지 주요 미래 방향 황금금융,웹3월렛의 미래 모습을 위한 5가지 주요 방향이 있습니다.

'반쪽짜리 두뇌'를 가진 인재를 양성하는 것이 아니라, 인공지능 시대에 기계와 함께 일하며 인문학과 이성을 겸비한 '새로운 유형의 제너럴리스트'를 양성할 것입니다.

암호화폐 시장은 "중앙은행 주도의 규제 준수"라는 새로운 국면에 접어들 수 있습니다. 연준의 전략적 의도와 정책 논리를 이해하고 연준이 추진하는 규칙과 규제에 적응하는 것이 디지털 금융 시대의 기회를 포착하고 도전에 대응하는 열쇠입니다.