according to Whale Alert monitoring, USDC Treasury newly minted 750 million USDC on the Solana network, completed in three transactions.

 CryptoQuant analyst Julio Moreno stated that whales have not been buying a large amount of Bitcoin. Currently, most of the data on Bitcoin whales is influenced by exchanges, which concentrate a large amount of Bitcoin into a few addresses, and these addresses have larger balances, so whales recently appear to have accumulated a large amount of Bitcoin. CryptoQuant has data that excludes all exchange addresses, and the data shows that the balance of whales is decreasing (Chart 1). Addresses holding 100-1000 Bitcoins also show the same trend, and these addresses mainly hold ETFs (Chart 2).

 Mike McGlone, senior commodity strategist at Bloomberg Intelligence, stated in an article that gold, silver, metals, and stocks face a risk of "excessive rise" in 2026. One important reason for the decline of Bitcoin and crude oil in 2025 is their previous excessive gains. Gold, silver, copper, most metals, and the U.S. stock market also show similar overheating tendencies in 2026. Although the rapid rise in the market is supported by fundamentals, it often stimulates increased supply, suppresses demand, and ultimately triggers price adjustments.

according to the official announcement, Binance will delist the following spot trading pairs at 16:00 on January 3, 2026: AI/BNB, ETC/BNB, FLOW/BTC, LPT/BNB, SFP/BTC, VET/BNB, WCT/FDUSD, WIF/BRL, and WLFI/BRL. Users can still trade the corresponding base and quote assets on other trading pairs provided on the Binance platform.

Nina Bambysheva, editor and analyst of the currency market at Forbes, analyzed the five major crypto investment trends for 2026, which mainly include:

1. Further deepening of institutionalization, with the global crypto ETF and ETP assets exceeding $200 billion, and Bitcoin ETFs gradually being included in mainstream portfolios such as 401K.

2. Acceleration of asset tokenization, with the US SEC approving DTCC to provide tokenization services, and formal legislation expected to be launched in the second half of 2026.

3. Development of stablecoin infrastructure, with the market size exceeding $300 billion, and the "GENIUS Act" attracting fintech companies such as Stripe and Klarna to enter the market.

4. Diversification of on-chain markets, where everything is tradable, platforms like Hyperliquid driving perpetual contract trading volume to nearly $3 trillion in 2025, with trading varieties expanded to oil and interest rates.

5. Integration of AI and cryptocurrencies, where the "machine economy" between AI agents will rely on blockchain to achieve low-cost micropayments, with networks like Base and Solana leading in this field.

Jinse Finance reports that according to K33 Research statistics, Bitcoin's volatility in 2025 (based on the standard deviation of daily returns) is only 2.24%, making it the year with the lowest volatility in the asset's history. This reflects the gradual maturation of the Bitcoin market with increased institutional participation, ETF approvals, and other factors, leading to more stable price fluctuations.

according to Lookonchain monitoring, an anonymous whale lost 18.8 million USD on Ethereum in just two weeks, and has now sold Ethereum and shifted to gold assets. In the past 7 hours, the whale spent 14.58 million USD to purchase 3,299 XAUT (gold-backed tokens) at a unit price of 4,421 USD.

according to on-chain data analyst Yu Jin's detection, a whale/institution that previously lost 13.73 million USD by high buying and low selling ETH within a week in November, after the last failed operation, bought 2,251 XAUt (gold tokens) with 9.95 million USDT half an hour ago today, at an average price of 4,420 USD.

according to Onchain Lens monitoring, BlackRock has just deposited 1,134 BTC (worth $101.37 million) and 7,255 ETH (worth $22.1 million) to Coinbase.

Ed Yardeni, President of Yardeni Research, predicts that Trump will turn tariffs from barriers into bargaining chips, promoting strong growth of over 3% in the US economy through tariff reductions combined with a wave of tax rebates. Price pressures will act as a catalyst, forcing the Trump administration to shift from protectionism to trade easing, using the negotiated bargaining chips to lower tariffs. The strategic goal has been achieved, and the White House is now in a position to ease inflationary pressures by cutting tariffs. Treasury Secretary Mnuchin has also hinted that the effectiveness of tariffs is weakening. Additionally, Yardeni warns that if a major geopolitical shock occurs (such as a deterioration in the European situation), all economic forecasts will become invalid.