2026-01-03 05:28:02

2025 has just passed. Looking back, this year has been a year of harsh reality for many aggressive leverage traders.

This year, Bitcoin experienced quite a few dramas. In October, it hit a new all-time high of $126,000, and the crypto community was filled with optimism—ETF hype was evident, and the US government’s attitude became more friendly. But the good times didn’t last long; later, leverage liquidations (single event of $1.9 billion) combined with trade frictions, and by the end of the year, the price stabilized in the $90,000 to $93,000 range. Fluctuations came and went, ups and downs.

However, the most interesting shift happened elsewhere. The concept of RWAs (Real World Assets) finally moved from theory to reality. The US passed the GENIUS Act, opening a compliant pathway for stablecoins, and the total market capitalization exceeded $29 billion. See, money is flowing into more tangible assets.

On the institutional side, the situation is even more dramatic—over 170 publicly listed companies now treat BTC as a "new deposit" in their treasuries. Bitcoin and Ethereum have become standard assets for institutions. What does this indicate? Banks are no longer just onlookers; they are starting to actively participate in building this system.

Looking ahead to 2026, the trend has shifted. People are beginning to abandon the chase for meme coins and are instead focusing on building on-chain rights and yield asset portfolios. Institutional-grade yield strategies are emerging—liquid staking (like EigenLayer) and tokenized government bonds are starting to attract attention. The market is shifting from speculation to allocation, from chasing limit-up stocks to seeking real profits in hard currency. This is the long-term game.

BTC1.51%

ETH1.14%

EIGEN4.92%

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FlashLoanKing

· 23h ago

Haha, $1.9 billion liquidation, this is the real story of the crypto world Leverage traders should reflect; if you can't hold, don't play 170 listed companies are hoarding Bitcoin, now the institutions have truly arrived Next year, it will be about who can rely on earnings to survive; those chasing limit-ups should get off the train

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RektRecovery

· 23h ago

lmao the $1.9b liquidation cascade was *chef's kiss* predictable... told everyone the leverage was getting ridiculous but sure, let's pretend we didn't see that coming 🍿

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LidoStakeAddict

· 23h ago

The $1.9 billion liquidation is really heartbreaking. How many people had their dreams shattered at the moment of 126,000... RWAs have broken 29 billion? Now that's more reliable than just shouting about concepts every day. 170 listed companies are hoarding BTC, institutions are really getting serious, while retail investors are still debating when to jump in. From meme coins to actual returns, this shift is a bit rapid, but it’s definitely a good sign. Staying steady above 90,000 by the end of the year, this price seems okay? Not sure if it’s the bottom. Liquid restaking is indeed brewing a major event, and the returns from EigenLayer are definitely eye-catching. Institutional participation in building the system feels like the entire ecosystem is being rewritten. In the future, it might really come down to fundamentals. Banks are involved now, which means... the crypto world is starting to have real competitors? From speculation to allocation, it sounds good, but how many players are truly disciplined? The 29 billion market cap RWA is just beginning; the potential in this sector is huge and frightening.

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ruggedNotShrugged

· 23h ago

Leverage liquidation of 1.9 billion? Serves you right, stop dreaming of getting rich overnight Institutional entry is the real signal, the era of meme coins is over RWA surpassing 29 billion, this is the true direction of the future 170 listed companies hoarding Bitcoin, even banks are scared From speculation to allocation, this cycle is truly different Stablecoins are now compliant, indicating that regulatory attitudes have really changed Liquid staking is taking off, I am optimistic about EigenLayer The retail investors chasing the limit-up should wake up 90,000 yuan to stabilize, this is the bottom consensus Leverage traders are losing heavily, but the market is evolving

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