🧑🎓 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
🐳 Tether keeps stacking Bitcoin
In Q4 2025, Tether added 8,888.8888888 BTC to its reserves — worth roughly $780M at the time of purchase.
📊 Total BTC holdings: 96,185 BTC (~$8.42B in value)
The stablecoin giant continues to quietly build one of the largest corporate Bitcoin treasuries, reinforcing its long-term confidence in BTC as a reserve asset.
In Q4 2025, Tether added 8,888.8888888 BTC to its reserves — worth roughly $780M at the time of purchase.
📊 Total BTC holdings: 96,185 BTC (~$8.42B in value)
The stablecoin giant continues to quietly build one of the largest corporate Bitcoin treasuries, reinforcing its long-term confidence in BTC as a reserve asset.
👍7❤5
💔 The 4-year Bitcoin cycle just broke
For the first time, BTC closed 2025 in the red, officially breaking the classic “3 green yearly candles, 1 red” model that many relied on for cycle timing. 📉
This suggests Bitcoin is maturing into a different market structure, where past patterns are no longer guaranteed to repeat. 🔄
Macro factors, institutional flows, and liquidity conditions now play a much bigger role than simple halving-based narratives. 💰👀
For the first time, BTC closed 2025 in the red, officially breaking the classic “3 green yearly candles, 1 red” model that many relied on for cycle timing. 📉
This suggests Bitcoin is maturing into a different market structure, where past patterns are no longer guaranteed to repeat. 🔄
Macro factors, institutional flows, and liquidity conditions now play a much bigger role than simple halving-based narratives. 💰👀
🔥5😢4❤2👎2
⛽️ In 2025, fee generation across DeFi was led by a familiar trio:
• Meteora
• Jupiter
• Uniswap
💰 Each of these protocols generated over $1B in fees during the year, proving that real usage and sustainable revenue matter more than hype.
DeFi is gradually shifting from experimental yield stories to cash-flow–driven infrastructure — and the protocols with consistent volume are the ones capturing the value. 🚀
• Meteora
• Jupiter
• Uniswap
💰 Each of these protocols generated over $1B in fees during the year, proving that real usage and sustainable revenue matter more than hype.
DeFi is gradually shifting from experimental yield stories to cash-flow–driven infrastructure — and the protocols with consistent volume are the ones capturing the value. 🚀
👍8
😠 Another anomaly pointing to a broken 4-year cycle
Historically, 2017 and 2021 saw strong altseasons, clearly visible in the TOTAL3/BTC ratio. By that logic, 2025 should have followed the same script. 🤷
Instead, we got the fourth consecutive red yearly candle for alts relative to BTC.
➤ No classic altseason
➤ Capital stayed concentrated in Bitcoin
➤ The familiar cycle pattern failed again
The takeaway? The old 4-year model is losing its predictive power.
2026 may play by completely different rules… or at least, that’s the hope 🙏
Historically, 2017 and 2021 saw strong altseasons, clearly visible in the TOTAL3/BTC ratio. By that logic, 2025 should have followed the same script. 🤷
Instead, we got the fourth consecutive red yearly candle for alts relative to BTC.
➤ No classic altseason
➤ Capital stayed concentrated in Bitcoin
➤ The familiar cycle pattern failed again
The takeaway? The old 4-year model is losing its predictive power.
2026 may play by completely different rules… or at least, that’s the hope 🙏
👍4🫡1
📊 Strategy’s own annual performance tracker paints a brutal picture
Top performers this year were Google (+66%), Gold (+64%), and NVIDIA (+41%) — steady gains without signs of overheating. Major indices and Big Tech also closed in the green. 🚀
On the other side of the spectrum: BTC (-6%), IBIT (-6%), and especially MSTR (-47%). 👀
The takeaway is clear: the company with the largest Bitcoin exposure underperformed Bitcoin itself. 🤷
Leverage, a high premium to NAV, and expectations that never materialized ended up hurting shareholders more than BTC’s drawdown.
Top performers this year were Google (+66%), Gold (+64%), and NVIDIA (+41%) — steady gains without signs of overheating. Major indices and Big Tech also closed in the green. 🚀
On the other side of the spectrum: BTC (-6%), IBIT (-6%), and especially MSTR (-47%). 👀
The takeaway is clear: the company with the largest Bitcoin exposure underperformed Bitcoin itself. 🤷
Leverage, a high premium to NAV, and expectations that never materialized ended up hurting shareholders more than BTC’s drawdown.
👍4
📊 Blockchain activity highlights of 2025
🚀 Solana dominated on-chain activity in 2025, becoming the clear leader by transaction count. Over the year, the network processed more than 121 billion transactions, far ahead of any competitor — a strong signal of massive usage and throughput.
💎 Meanwhile, TON also made it into the top 10 most active blockchains, handling around 839 million transactions in 2025. This confirms its growing role and rising adoption among high-traffic networks.
Overall, the data shows that networks optimized for speed and low fees continue to capture the bulk of on-chain activity. 🔗
🚀 Solana dominated on-chain activity in 2025, becoming the clear leader by transaction count. Over the year, the network processed more than 121 billion transactions, far ahead of any competitor — a strong signal of massive usage and throughput.
💎 Meanwhile, TON also made it into the top 10 most active blockchains, handling around 839 million transactions in 2025. This confirms its growing role and rising adoption among high-traffic networks.
Overall, the data shows that networks optimized for speed and low fees continue to capture the bulk of on-chain activity. 🔗
👍5🔥5
🎂 Bitcoin turns 17
📅 On January 3, 2009, the first cryptocurrency was born. That day, the genesis block was mined — the very first block of the Bitcoin blockchain, marking the start of a new financial era.
Bitcoin’s anonymous creator, Satoshi Nakamoto, embedded a hidden message in this block:
“Chancellor on brink of second bailout for banks” — a headline from The Times referencing government bank bailouts after the 2008 financial crisis. 💵📉
The message was more than symbolism. It highlighted Bitcoin’s core idea: an alternative to the traditional financial system, where governments and central banks rescue institutions at taxpayers’ expense.
The reward for the genesis block was 50 BTC — coins that had no market value at the time. Today, Bitcoin trades near $90,000 and ranks among the top 8 largest assets in the world, behind only gold, silver, and major tech stocks.
From an experiment to a global asset — happy birthday, Bitcoin 🎉₿
📅 On January 3, 2009, the first cryptocurrency was born. That day, the genesis block was mined — the very first block of the Bitcoin blockchain, marking the start of a new financial era.
Bitcoin’s anonymous creator, Satoshi Nakamoto, embedded a hidden message in this block:
“Chancellor on brink of second bailout for banks” — a headline from The Times referencing government bank bailouts after the 2008 financial crisis. 💵📉
The message was more than symbolism. It highlighted Bitcoin’s core idea: an alternative to the traditional financial system, where governments and central banks rescue institutions at taxpayers’ expense.
The reward for the genesis block was 50 BTC — coins that had no market value at the time. Today, Bitcoin trades near $90,000 and ranks among the top 8 largest assets in the world, behind only gold, silver, and major tech stocks.
From an experiment to a global asset — happy birthday, Bitcoin 🎉₿
1🔥8❤1