🔼 RWA beats AI in returns this year
According to CoinGecko data, the most profitable crypto narrative of 2024 was AI, delivering an insane +2,939%, even outperforming memecoins. 🚀
🥇 This year the picture has changed.
AI hype is harder to sustain, while RWA (Real World Assets) keeps growing steadily and has taken the lead with +185% YTD.
📉 Fewer flashy launches, more real adoption — tokenization is quietly gaining momentum while speculative narratives cool off.
🤔 The big question: which sector will dominate next year?
According to CoinGecko data, the most profitable crypto narrative of 2024 was AI, delivering an insane +2,939%, even outperforming memecoins. 🚀
🥇 This year the picture has changed.
AI hype is harder to sustain, while RWA (Real World Assets) keeps growing steadily and has taken the lead with +185% YTD.
📉 Fewer flashy launches, more real adoption — tokenization is quietly gaining momentum while speculative narratives cool off.
🤔 The big question: which sector will dominate next year?
👍6
Bitcoin has deviated from its historical correlation with the S&P 500 and gold (pink dot on the chart) 👀
PlanB, creator of the Stock-to-Flow model, notes that the last time this happened BTC was trading below $1,000 — and it was followed by a 10x rally. 🚀
⏳ Whether history repeats itself or not — time will tell.
PlanB, creator of the Stock-to-Flow model, notes that the last time this happened BTC was trading below $1,000 — and it was followed by a 10x rally. 🚀
⏳ Whether history repeats itself or not — time will tell.
👍6❤1
😆 Trump’s fortune nearly tripled while in office
According to several US senators, including Bernie Sanders, Donald Trump’s net worth has almost tripled since he became president. 💰🚀
They argue that a significant part of this growth comes from crypto-related projects, some of which are allegedly funded by foreign governments. 👀
This, critics say, raises serious corruption and conflict-of-interest concerns.
According to several US senators, including Bernie Sanders, Donald Trump’s net worth has almost tripled since he became president. 💰🚀
They argue that a significant part of this growth comes from crypto-related projects, some of which are allegedly funded by foreign governments. 👀
This, critics say, raises serious corruption and conflict-of-interest concerns.
👍5❤1
📊 Bitcoin Mining Reality Check (2025)
📈 In 2025, Bitcoin mining difficulty surged by 35%, meaning miners now need significantly more computing power to produce the same number of blocks.
At the same time, the market value of mined BTC dropped by ~10% over the same period. 🤷
➡️ Result:
• Higher costs for miners
• Lower profitability
• Strong pressure on inefficient operations
This divergence highlights how mining is becoming tougher and more competitive, even when price isn’t keeping up. Only the most efficient players can survive in this environment. 👊
📈 In 2025, Bitcoin mining difficulty surged by 35%, meaning miners now need significantly more computing power to produce the same number of blocks.
At the same time, the market value of mined BTC dropped by ~10% over the same period. 🤷
➡️ Result:
• Higher costs for miners
• Lower profitability
• Strong pressure on inefficient operations
This divergence highlights how mining is becoming tougher and more competitive, even when price isn’t keeping up. Only the most efficient players can survive in this environment. 👊
👍6
Hyperliquid stays on top of the perp DEX market 📊
While competitors fight for attention, Hyperliquid continues to dominate where it matters most — real trading activity. 💵
• Aster gained hype thanks to personal promotion from CZ 🤵♂️
• Lighter briefly led in volume, driven mainly by expectations of a future airdrop 🪂
• Hyperliquid, meanwhile, holds the highest open interest and generates the most fee revenue 💰
This clearly shows where traders are actually active, not just farming incentives 🤑
Hype brings users temporarily — liquidity and volume keep them long term.
While competitors fight for attention, Hyperliquid continues to dominate where it matters most — real trading activity. 💵
• Aster gained hype thanks to personal promotion from CZ 🤵♂️
• Lighter briefly led in volume, driven mainly by expectations of a future airdrop 🪂
• Hyperliquid, meanwhile, holds the highest open interest and generates the most fee revenue 💰
This clearly shows where traders are actually active, not just farming incentives 🤑
Hype brings users temporarily — liquidity and volume keep them long term.
👍5🔥2❤1
🧑🎓 Zcash to $10,000? A bold academic case
📝 A member of the Zcash community has gone all in — literally writing a full dissertation titled “The Case for ZEC at $10,000”, arguing why Zcash could reach five digits (ZEC is ~$530 today).
🗝 Key arguments:
• Zcash and Bitcoin share the same fundamentals: 21M supply + PoW
• The critical difference is privacy
• Bitcoin is fully transparent — balances and transactions are public
• Zcash uses zk-SNARKs, allowing transactions to be verified without revealing sender, receiver, or amount
• Dual-address model:
– Transparent addresses (exchanges, compliance)
– Shielded addresses (full privacy) 🛡
This hybrid approach gives Zcash a regulatory edge, helping it stay listed where pure privacy coins like Monero get delisted. 🧐
📌 The thesis: privacy + compliance flexibility = long-term asymmetric upside.
📝 A member of the Zcash community has gone all in — literally writing a full dissertation titled “The Case for ZEC at $10,000”, arguing why Zcash could reach five digits (ZEC is ~$530 today).
🗝 Key arguments:
• Zcash and Bitcoin share the same fundamentals: 21M supply + PoW
• The critical difference is privacy
• Bitcoin is fully transparent — balances and transactions are public
• Zcash uses zk-SNARKs, allowing transactions to be verified without revealing sender, receiver, or amount
• Dual-address model:
– Transparent addresses (exchanges, compliance)
– Shielded addresses (full privacy) 🛡
This hybrid approach gives Zcash a regulatory edge, helping it stay listed where pure privacy coins like Monero get delisted. 🧐
📌 The thesis: privacy + compliance flexibility = long-term asymmetric upside.
🔥8❤1
📊 CryptoQuant: Mondays bring max volatility for BTC
🔎 According to CryptoQuant, Monday (highlighted in blue) is historically one of the most volatile days of the week for Bitcoin.
Today is no exception 👀
After a sharp move up to $90,000, BTC quickly corrected to $87,000 — and this all happened before the US stock market even opened.
Looks like the real action may still be ahead 📉📈
🔎 According to CryptoQuant, Monday (highlighted in blue) is historically one of the most volatile days of the week for Bitcoin.
Today is no exception 👀
After a sharp move up to $90,000, BTC quickly corrected to $87,000 — and this all happened before the US stock market even opened.
Looks like the real action may still be ahead 📉📈
👍9❤2
📊 Corporate Bitcoin Accumulation Continues
📱 Strategy bought 1,229 BTC for $108.8M at an average price of $88,568 per coin.
As of December 28, the company now holds 672,497 BTC on its balance sheet.
🇯🇵 Metaplanet (Japan) also returned to accumulation, purchasing an additional 4,279 BTC after a long pause.
Their total Bitcoin holdings have now reached 35,102 BTC.
🔍 While retail hesitates, large public companies keep steadily stacking BTC, treating corrections as buying opportunities rather than exit signals. Institutional conviction remains strong.
📱 Strategy bought 1,229 BTC for $108.8M at an average price of $88,568 per coin.
As of December 28, the company now holds 672,497 BTC on its balance sheet.
🇯🇵 Metaplanet (Japan) also returned to accumulation, purchasing an additional 4,279 BTC after a long pause.
Their total Bitcoin holdings have now reached 35,102 BTC.
🔍 While retail hesitates, large public companies keep steadily stacking BTC, treating corrections as buying opportunities rather than exit signals. Institutional conviction remains strong.
👍6
Ethereum is back in demand 💪
In Q4 2025, the number of deployed smart contracts on Ethereum hit a new all-time high — 8.7 million 📈
🚀 This surge in activity likely follows the recent Fusaka upgrade and the rollout of PeerDAS, which significantly simplified development and improved network efficiency for builders.
More contracts = more real usage, not just hype. Looks like Ethereum is quietly regaining momentum on the fundamentals 👨💻⚙️
In Q4 2025, the number of deployed smart contracts on Ethereum hit a new all-time high — 8.7 million 📈
🚀 This surge in activity likely follows the recent Fusaka upgrade and the rollout of PeerDAS, which significantly simplified development and improved network efficiency for builders.
More contracts = more real usage, not just hype. Looks like Ethereum is quietly regaining momentum on the fundamentals 👨💻⚙️
❤4👍2
Bitcoin 2026: nobody knows, but everyone has an opinion 👀
🔎 Forecasts for BTC in 2026 are wildly split. Some analysts warn about a deep drop to $10k–25k, while the most bullish voices expect a rally to $150k–250k.
🏦 Most large banks and funds stick to a moderately bullish scenario, targeting $140k–180k.
😐 Others see a year of consolidation, weak momentum, or a market lacking new catalysts.
✔️ Bottom line: the huge spread in forecasts highlights how uncertain the outlook is. Bitcoin’s path in 2026 will largely depend on macro conditions, liquidity, and capital inflows — not on predictions alone.
🔎 Forecasts for BTC in 2026 are wildly split. Some analysts warn about a deep drop to $10k–25k, while the most bullish voices expect a rally to $150k–250k.
🏦 Most large banks and funds stick to a moderately bullish scenario, targeting $140k–180k.
😐 Others see a year of consolidation, weak momentum, or a market lacking new catalysts.
✔️ Bottom line: the huge spread in forecasts highlights how uncertain the outlook is. Bitcoin’s path in 2026 will largely depend on macro conditions, liquidity, and capital inflows — not on predictions alone.
👍8
CZ keeps it simple: “Crypto will be fine.” 🎄
CZ shared a calm New Year message, reassuring the community that everything is under control:
▪️BTC will be fine.
▪️BNB will be fine.
▪️CZ will be fine.
▪️Crypto will be fine.
Basically, if you were worried about anything in crypto — CZ just fixed it with one sentence.
No charts, no indicators, no macro… just pure “trust me bro” energy 😄
🎄 New Year plan:
1️⃣ Panic — cancelled
2️⃣ FUD — postponed
3️⃣ Hopium — restocked
Relax, stack sats, and let CZ handle the vibes.
Happy New Year 🚀🎉
CZ shared a calm New Year message, reassuring the community that everything is under control:
▪️BTC will be fine.
▪️BNB will be fine.
▪️CZ will be fine.
▪️Crypto will be fine.
Basically, if you were worried about anything in crypto — CZ just fixed it with one sentence.
No charts, no indicators, no macro… just pure “trust me bro” energy 😄
🎄 New Year plan:
1️⃣ Panic — cancelled
2️⃣ FUD — postponed
3️⃣ Hopium — restocked
Relax, stack sats, and let CZ handle the vibes.
Happy New Year 🚀🎉
👍4🎉3❤1
🔒 Cypherpunk announced investments in ZEC (Zcash)
🥷💻Cypherpunk Technologies has announced a major investment into ZEC, purchasing 56,418 Zcash for $29 million at an average price of $514 per coin.
With this deal, the company’s total ZEC holdings have grown to 290,062 coins, which already represents about 1.76% of Zcash’s circulating supply. 🙀
CEO Will McAvoy made it clear that this is not the end of the buying spree. Cypherpunk’s long-term goal is to accumulate up to 5% of the total circulating ZEC, meaning further purchases are likely ahead. 🚀
As a company focused on privacy technologies and crypto asset management, Cypherpunk is openly betting that privacy coins — and Zcash in particular — will play a much bigger role in the future crypto landscape.
🥷💻Cypherpunk Technologies has announced a major investment into ZEC, purchasing 56,418 Zcash for $29 million at an average price of $514 per coin.
With this deal, the company’s total ZEC holdings have grown to 290,062 coins, which already represents about 1.76% of Zcash’s circulating supply. 🙀
CEO Will McAvoy made it clear that this is not the end of the buying spree. Cypherpunk’s long-term goal is to accumulate up to 5% of the total circulating ZEC, meaning further purchases are likely ahead. 🚀
As a company focused on privacy technologies and crypto asset management, Cypherpunk is openly betting that privacy coins — and Zcash in particular — will play a much bigger role in the future crypto landscape.
👍5
🛒 Institutions Follow the Trend Too
When macro conditions were favorable and risk appetite was high, institutional investors actively entered crypto, fueling growth — especially in payments and RWA narratives 📈
😬 But as soon as macro uncertainty increased, inflows quickly turned into outflows.
This once again shows that for big money, crypto is still a risk-on asset, not a stable long-term safe haven 🤥
When fear returns, institutions don’t “HODL” — they hit the exit button 🚪💨
When macro conditions were favorable and risk appetite was high, institutional investors actively entered crypto, fueling growth — especially in payments and RWA narratives 📈
😬 But as soon as macro uncertainty increased, inflows quickly turned into outflows.
This once again shows that for big money, crypto is still a risk-on asset, not a stable long-term safe haven 🤥
When fear returns, institutions don’t “HODL” — they hit the exit button 🚪💨
👍4
😳 Darknet alert: 171,000 Solana private keys with full transaction history are allegedly for sale for $2,000
💀 Red flags:
➠ No on-chain proof of any real leak
➠ No confirmations from analysts or major media
➠ Only a screenshot circulating on Twitter
🔑 Solana doesn’t store private keys. A mass leak could only happen via phishing, malware, or wallet vulnerabilities—not the blockchain itself.
⚠️ Verdict: Most likely a scam or just junk/empty keys.
💀 Red flags:
➠ No on-chain proof of any real leak
➠ No confirmations from analysts or major media
➠ Only a screenshot circulating on Twitter
🔑 Solana doesn’t store private keys. A mass leak could only happen via phishing, malware, or wallet vulnerabilities—not the blockchain itself.
⚠️ Verdict: Most likely a scam or just junk/empty keys.
👾6
📊 $10,000 Since Trump’s Return: Who Actually Won?
If you had invested $10,000 on the day Trump returned to the White House, the results might surprise you 👀
🥇 Winners
• Silver — $23,400
• Platinum — $22,300
• Palladium — $16,500
• Gold — $15,700
• Copper — $14,800
📈 Traditional markets
• Nasdaq — $11,700
• S&P 500 — $11,300
• Russell 2000 — $10,900
🥶 Crypto reality check
• Ethereum — $9,049
• Bitcoin — $8,448
• Large-cap alts — $7,827
• Mid-cap alts — $5,831
🔎 Takeaway: in this period, commodities clearly outperformed stocks — and crypto lagged behind both. A reminder that market cycles rotate, narratives change, and even Bitcoin isn’t immune to macro shifts.
If you had invested $10,000 on the day Trump returned to the White House, the results might surprise you 👀
🥇 Winners
• Silver — $23,400
• Platinum — $22,300
• Palladium — $16,500
• Gold — $15,700
• Copper — $14,800
📈 Traditional markets
• Nasdaq — $11,700
• S&P 500 — $11,300
• Russell 2000 — $10,900
🥶 Crypto reality check
• Ethereum — $9,049
• Bitcoin — $8,448
• Large-cap alts — $7,827
• Mid-cap alts — $5,831
🔎 Takeaway: in this period, commodities clearly outperformed stocks — and crypto lagged behind both. A reminder that market cycles rotate, narratives change, and even Bitcoin isn’t immune to macro shifts.
👍5👀2❤1
Crypto soothsayer
🛒 Institutions Follow the Trend Too When macro conditions were favorable and risk appetite was high, institutional investors actively entered crypto, fueling growth — especially in payments and RWA narratives 📈 😬 But as soon as macro uncertainty increased…
🔼 Capital inflow is back in US Bitcoin & Ethereum ETFs!
💰 Crypto-ETF flows yesterday:
▫️ $BTC +$355M
▫️ $ETH +$67.8M
▫️ $SOL +$5.2M
▫️ $XRP +$15.5M
▫️ $DOGE +$0.3M
Investors are returning to the big two, showing renewed confidence in BTC & ETH over altcoins 🤑
💰 Crypto-ETF flows yesterday:
▫️ $BTC +$355M
▫️ $ETH +$67.8M
▫️ $SOL +$5.2M
▫️ $XRP +$15.5M
▫️ $DOGE +$0.3M
Investors are returning to the big two, showing renewed confidence in BTC & ETH over altcoins 🤑
👍10
🐳 Venture activity in crypto stayed strong in 2025
The most active VC players by number of deals were:
• Coinbase — 87 investments
• Animoca Brands — 52
• YZi Labs — 40
Amber Group, GSR, and Pantera Capital also showed high activity.
📉 The key shift: the market is moving away from rare mega-rounds toward frequent, targeted investments.
Instead of betting big on a few projects, VCs are spreading capital across many smaller deals — a sign of a more cautious and selective phase for crypto funding. 💰
The most active VC players by number of deals were:
• Coinbase — 87 investments
• Animoca Brands — 52
• YZi Labs — 40
Amber Group, GSR, and Pantera Capital also showed high activity.
📉 The key shift: the market is moving away from rare mega-rounds toward frequent, targeted investments.
Instead of betting big on a few projects, VCs are spreading capital across many smaller deals — a sign of a more cautious and selective phase for crypto funding. 💰
👍5❤2