According to PANews, Coin Metrics has highlighted in its '2025 Digital Asset Report' that the cryptocurrency investment ecosystem is expected to continue expanding by 2025. This growth is attributed to institutional adoption, regulatory advancements, and increased on-chain activity. However, as the investment landscape broadens and the market matures, capital may concentrate on more liquid assets with clearer fundamental demand, robust token economic structures, and better product-market fit, rather than being widely dispersed. The report also notes that Bitcoin's market share is projected to rise to 64% in 2025, marking its highest level since April 2021. Meanwhile, the total market capitalization of altcoins remains below the previous cycle peak of approximately $1.1 trillion, with the top ten assets by market capitalization (excluding stablecoins and on-chain derivatives) accounting for about 73% of the total market value.

According to Cointelegraph, Bitcoin's upward momentum does not rely on pullbacks in gold and silver, as per analysts' insights. Glassnode lead analyst James Check expressed this view in an X post, suggesting that Bitcoin enthusiasts who believe otherwise may not fully understand the dynamics of these assets. Macro economist Lyn Alden echoed similar sentiments in a podcast, stating that while many perceive Bitcoin and gold as competitors, she does not share this perspective. The Bitcoin-to-gold ratio stands at 19.29, highlighting Bitcoin's recent performance compared to gold, which has had a remarkable year. Alden noted that Bitcoin spent the past year in a stagnant phase, while gold experienced significant growth. Both assets have long-term structural narratives supporting their value, according to Alden. On Friday, gold and silver reached all-time highs, with silver surpassing $77 and gold hitting $4,533, as reported by Trading Economics. Peter Grant, vice president and senior metals strategist at Zaner Metals, told CNBC that expectations for further Federal Reserve easing in 2026, a weak dollar, and geopolitical tensions are contributing to market volatility. Meanwhile, Bitcoin has seen a decline of nearly 30% since its peak of $125,100 on October 5, currently trading at $87,650, according to CoinMarketCap. Over the past 30 days, Bitcoin has decreased by 3.79%. Michael van de Poppe, founder of MN Trading Capital, suggested in an X post that as gold prices rise, Bitcoin is likely to follow suit. Despite the close movement of gold and Bitcoin prices between November 2022 and November 2024, the correlation has weakened this year, with gold up about 60% and Bitcoin down 7.2%. Market sentiment differs significantly between the two assets, with the Gold Fear & Greed Index showing a "Greed" score of 79, while the Crypto Fear & Greed Index indicates "Extreme Fear" at 24. Several industry executives anticipate a reversal in Bitcoin's downtrend by 2026. Bitwise chief investment officer Matt Hougan predicted that Bitcoin will experience an upward trend next year. Additionally, Jan3 founder Samson Mow speculated that Bitcoin might be on the verge of a decade-long bull run.

The Bitcoin-to-gold ratio has strengthened because Bitcoin spent the past year in a “stagnant stage,” while gold enjoyed a “tremendous year,” according to Lyn Alden. source: https://cointelegraph.com/news/bitcoin-gold-silver-price-performance-not-relevant-analysts?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

1. Ethereum spot ETF saw a net outflow of $38.6989 million in a single day, marking the third consecutive day of net outflows; 2. Bitcoin spot ETF saw a net outflow of $276 million in a single day, marking the sixth consecutive day of net outflows; 3. DeBot: Will release a compensation registration form within 24 hours and provide 100% full compensation; 4. Trust Wallet: Has received over 2,630 claim reports, with claims ranging from $1.05 to $3.5 million; 5. A whale has made a cumulative profit of $23.415 million from three swing trades of UNI since September 2020; 6. A whale deposited 1.926 million ASTER tokens into a CEX, and may lose $600,000 if sold; 7. Star responded to the DeBot security incident: DEX Bot products must meet exchange-level security standards, otherwise the risk is extremely high; 8. Musk: Silver prices are hitting new highs, which is not good.

According to Odaily, Sandy Carter, COO of Unstoppable Domains, suggests that Bitcoin treasury companies should set strict allocation limits in the current market environment. It is generally recommended that corporate treasury asset allocations be controlled between 1% and 5%, with dollar-cost averaging (DCA) as a potential entry strategy. If the investment scale exceeds 2% of liquid assets, it is advisable to wait for Bitcoin ETF fund inflows to turn positive before proceeding. In the context of strengthening gold and silver and a pullback in crypto assets, Bitcoin's drop to $87,000 could either signal a deeper bear market or be a temporary adjustment before a long-term rise. There is still significant market disagreement on this matter. Bitcoin often reacts more strongly to a loose monetary environment than to inflation data itself. Future attention should focus on the Federal Reserve's potential shift from high interest rates to rate cuts.

Sandy Carter, COO of Unstoppable Domains, analyzed that in the current market environment, Bitcoin treasury companies should strictly set allocation limits, generally recommending that the proportion of corporate treasury assets be controlled at 1%–5%, and the dollar cost averaging (DCA) method can be used for entry. If the investment scale exceeds 2% of the liquid funds, it is advisable to wait for the inflow of Bitcoin ETF funds to turn positive before making a move. In addition, against the backdrop of strong gold and silver and a correction in crypto assets, Bitcoin's drop to $87,000 may indicate a deeper bear market, or it may just be a phase of adjustment before a long-term rise. There is still a significant divergence in market judgment. Bitcoin's reaction to loose monetary conditions is often stronger than its reaction to inflation data itself. Going forward, the focus should be on the policy inflection point of the Federal Reserve shifting from high interest rates to interest rate cuts. (Forbes)

According to SoSoValue data, on December 26th (Eastern Time), Ethereum spot ETFs saw a total net outflow of $38.6989 million. The Ethereum spot ETF with the largest net outflow on December 26th was the BlackRock ETF (ETHA), with a single-day net outflow of $22.122 million. ETHA's historical total net inflow has reached $12.602 billion. This was followed by the Grayscale Ethereum Trust ETF (ETHE), with a single-day net outflow of $16.5769 million. ETHE's historical total net outflow has reached $5.099 billion. As of press time, the total net asset value of Ethereum spot ETFs was $17.726 billion, with an ETF net asset value ratio (market capitalization as a percentage of Ethereum's total market capitalization) of 5.01%. The historical cumulative net inflow has reached $12.342 billion.

According to SoSoValue data, on December 26th (Eastern Time), Bitcoin spot ETFs saw a total net outflow of $276 million. The Bitcoin spot ETF with the largest net outflow on December 26th was BlackRock ETF IBIT, with a single-day net outflow of $193 million. IBIT's historical total net inflow has reached $62.056 billion. This was followed by Fidelity ETF FBTC, with a single-day net outflow of $74.3756 million. FBTC's historical total net inflow has reached $12.098 billion. As of press time, the total net asset value of Bitcoin spot ETFs was $113.53 billion, with an ETF net asset ratio (market capitalization as a percentage of Bitcoin's total market capitalization) of 6.49%, and a historical cumulative net inflow of $56.625 billion.

null source: https://x.com/wublockchain/status/2005143336475402489

According to PANews, recent data from CryptoSlam reveals a 4.72% decrease in NFT market transaction volume over the past week, totaling $63.52 million. Despite this decline, the number of NFT buyers increased by 27.24% to 303,404, while sellers rose by 25.91% to 213,831. However, the number of NFT transactions fell by 7.36%. In terms of network-specific transaction volumes, Ethereum saw a 24.86% drop to $20.41 million. Conversely, Bitcoin's transaction volume surged by 52.64% to $12.02 million. The BNB Chain experienced a 9.78% decrease to $7.8 million, while Polygon's transaction volume increased by 16.18% to $5.65 million. Notable high-value transactions this week included the sale of $X@AI BRC-20 NFT for $1.92 million, equivalent to 21.7344 BTC. Additionally, CryptoPunk #8408 was sold for $118,176.63, or 39 ETH, and CryptoPunk #8476 fetched $110,904.23, or 36.6 ETH.

Grok, Elon Musk’s AI chatbot on X, has been praised by Vitalik Buterin for giving unpredictable responses that challenge users’ political biases and promote more truthful interactions.

A massive hack has struck Trust Wallet, one of the most widely used crypto wallets, resulting in estimated losses exceeding $6 million.

Italy’s competition authority has ordered Meta to allow rival AI chatbots on WhatsApp while investigating possible abuse of its dominant position. Meta plans to appeal, saying the policy protects its systems, but regulators worry it could limit competition and innovation in the AI market.

Nvidia has announced a $20 billion acquisition of Groq’s core assets, a landmark move that strengthens its already commanding position in the artificial intelligence chip market and reshapes the competitive landscape for AI infrastructure.

Keonne Rodriguez, co-founder of Samourai Wallet, began serving a five-year federal prison sentence and shared a personal account of his first days, describing the intake process and adjusting to prison life just before Christmas.

The Philippines has escalated its crackdown on unlicensed cryptocurrency platforms, with internet service providers beginning to block access to major global exchanges, signaling a decisive shift toward stricter enforcement of local crypto regulations.

Pudgy Penguins projected its animated characters on the Las Vegas Sphere for a week-long holiday campaign, promoting its physical products rather than NFTs. The display helped the crypto-born brand reach mainstream audiences, supporting merchandise sales and boosting recognition despite a struggling NFT market.

Kraken has officially launched the Krak Card, a Mastercard crypto debit card for residents living in the EU countries and the United Kingdom. The Krak card would allow users to spend more than 400 cryptocurrencies and fiat currencies seamlessly.

Trust Wallet confirmed a security incident affecting version 2.68 of its Chrome extension after users reported unauthorised wallet drains following a recent update. The company told users to disable the extension and upgrade immediately, saying its mobile app and other versions were not affected while the investigation continues.

Kyrgyzstan has taken another step toward embedding digital assets into its financial system after cryptocurrency exchange Binance listed the country’s first som-pegged stablecoin, a move that signals growing state-level confidence in blockchain-based payments and infrastructure.