According to Odaily, as the market closely watches the Federal Reserve's December interest rate decision, traders are beginning to focus on whether the Fed will expand its $6.5 trillion balance sheet. Michael Kelly, Global Head of Multi-Asset at PineBridge Investments, noted that the market is observing whether the Fed will maintain its balance sheet or start expanding it. Strategists at Bank of America predict that the Federal Reserve will announce this week an expansion of its balance sheet by $45 billion per month starting January 2026. This includes purchasing at least $20 billion monthly to achieve natural balance sheet growth and $25 billion monthly to reverse excessive reserve depletion, with the action expected to continue until at least the first half of 2026. Roger Hallam, Global Head of Rates at Vanguard's Fixed Income Group, stated that in the long term, due to the economy's expanding demand for reserves, the Fed will naturally begin purchasing short-term Treasury securities next year. Previously, Cathie Wood mentioned the easing of the Fed's liquidity conditions and reiterated Ark Invest's long-term prediction of Bitcoin reaching a price of $1.5 million.

Standard Chartered Bank said in a report on Tuesday that it has halved its Bitcoin price forecast for the end of 2025 to $100,000, down from a previous target of $200,000. At the same time, the bank postponed its long-term target of $500,000 to 2030, from its original target of 2028. Analyst Geoffrey Kendrick noted that the downward revision was due to a readjustment of demand expectations, with aggressive corporate buying by entities such as MicroStrategy having "ended," and slower-than-expected institutional adoption through ETFs. Kendrick stated that future Bitcoin price increases will be "driven solely by ETF purchases." Currently, quarterly ETF inflows of Bitcoin have fallen to 50,000 BTC, the lowest level since the launch of US spot Bitcoin ETFs. In comparison, quarterly purchases by ETFs and the digital asset treasury in the fourth quarter of 2024 reached 450,000 BTC.

According to Foresight News, OpenAI has released a report on the current state of enterprise AI, revealing significant growth in user engagement and adoption. The report indicates that weekly active users have surpassed 800 million, with over one million businesses paying for enterprise-level AI products. ChatGPT's workplace product has reached 7 million paid seats, representing employee users. The report highlights the United States, Germany, and Japan as the most active markets for commercial ChatGPT usage. Across various industries, the median increase in AI usage over the past 12 months has exceeded sixfold. OpenAI notes that AI is redefining traditional job boundaries, with 75% of employees using AI to accomplish tasks previously beyond their capabilities, such as code review, spreadsheet automation, and technical tool development. In the last six months, code-related message volume has grown by an average of 36% across non-engineering, IT, and research departments.

Binance founder CZ said that Bitcoin's four-year cycle may have ended, and we may be about to usher in a supercycle.

null source: https://x.com/BTC_Archive/status/1998372027309125701

Hong Kong has started a public consultation on the implementation of the Crypto-Asset Reporting Framework (CARF) and amendments to the Common Reporting Standard (CRS). The review, launched by the government, outlines how the city plans to begin automatically exchanging tax data on crypto-asset transactions with partner jurisdictions from 2028 and apply the updated CRS from […] source: https://www.cryptopolitan.com/hong-kong-begins-review-of-carf-and-crs/

Campbell’s topped expectations in Q1 with EPS of $0. 77 and revenue of $2. 7 billion, and the company reaffirmed its full-year guidance despite a challenging market. source: https://tokenist.com/campbells-cpb-surpasses-q1-expectations-and-maintains-fiscal-2026-forecast/?utm_source=rss&utm_medium=rss&utm_campaign=campbells-cpb-surpasses-q1-expectations-and-maintains-fiscal-2026-forecast

Key takeaways HYPE is down 8% in the last 24 hours and has dropped below $28. Open Interest (OI) declines as retail interest continues to drop. HYPE dips below the $28 support HYPE, the native coin of the Hyperliquid decentralized exchange, is down 8% in the last 24 hours, making it the worst performer among […] The post Hyperliquid dips below the $28 support source: https://coinjournal.net/news/hyperliquid-dips-below-the-28-support-will-it-bounce-back-soon/

The United States has signaled a clear distinction between crypto assets suitable for trading and those best suited for use as collateral in the derivatives markets. On Dec 8, the Commodity Futures Trading Commission (CFTC) authorized Futures Commission Merchants (FCMs) to accept Bitcoin, Ethereum, and USDC as eligible margin under a digital assets pilot program. source: https://cryptoslate.com/bitcoin-and-usdc-just-gained-elite-regulatory-status-leaving-xrp-eth-and-sol-stranded-in-risky-offshore-limbo/

Bitcoin trades around $90,000, with market sentiment softening as ETF inflows weaken; liquidations stand at $175. 12 million over the past 24 hours. Bitcoin ETFs saw $60. 5 million in net outflows on Monday, while Ethereum ETFs reported $35. 5 million in net inflows. source: https://www.benzinga.com/crypto/cryptocurrency/25/12/49276866/bitcoin-holds-90000-as-ethereum-xrp-dogecoin-wobble-on-weak-etf-inflows?utm_source=cryptopanic.com&utm_campaign=partner_feed&utm_medium=partner_feed&utm_content=site

The future of finance belongs to on-chain, and tokenized deposits and stablecoins are the necessary infrastructure to achieve this goal.

While the United States is still debating "who is in charge of what," and Europe's MiCA is still in its adjustment period, Abu Dhabi has quietly completed the puzzle of its infrastructure.

Something extremely terrible is happening to the US economy, and almost no one is talking about it publicly.

About 40% of Canadian crypto users are failing to report taxes or are at high risk of non-compliance, making enforcement difficult. The CRA has recovered millions through audits but faces challenges due to anonymous transactions, while new laws and reporting rules are planned for 2026 to improve oversight.

From DeFi to RWA, and now to the SEC's conclusion of its investigation, Ondo has seized every market opportunity, which may be the secret to its continued popularity.

When the "Fear & Greed Index" remains in an unsettlingly low range for an extended period, the market is often shrouded in fear and uncertainty.

A Binance employee was suspended for using insider information to promote a new token on the exchange’s official social media account. The token gained rapid attention and value, and Binance rewarded whistleblowers while promising stronger controls to prevent similar misconduct.

Jupiter and SOLANA: Sparking a Solana "Civil War"? What are Kamino and Jupiter really fighting over? (Golden Finance: The Dispute Between Kamino and Jupiter)

Fidelity CEO Abigail Johnson shared insights on topics such as Bitcoin and early mining, crypto custody, stablecoins, innovative investment models, and "building your own vs. acquiring."

ChatGPT users saw prompts in their chats that looked like ads, causing confusion and concern. OpenAI said these were just experimental app suggestions, not paid advertisements, and has now removed the feature.