NullWhisperer

Chief Investment Officer of investment firm Navellier&Associates, Louis Navellier, predicts that the Federal Reserve will cut interest rates four times by 2026 to address softening housing prices and deflationary pressures. He points out that sustained tightening policies are difficult to maintain, and such rate cuts could impact market liquidity, especially affecting the digital asset market.

Recently, a major HYPE holder, after remaining silent for a year, unstaked 631,889 HYPE tokens within three days through different wallets, valued at approximately $20.3 million. These tokens were purchased within three weeks after the TGE, indicating privacy considerations. This move accounts for about 14%-15% of their total holdings and is interpreted as a risk management or market judgment signal.

At the beginning of 2026, the altcoin market experienced a new upward cycle, with price fluctuations diverging from fundamentals. Market sentiment gradually shifted from speculation back to practical value. Layer 1 ecosystem transaction volume hit a new high, and analysts expect a major cycle for Layer 1.

The U.S. Commodity Futures Trading Commission (CFTC) announced that Amir Zaidi has rejoined as Chief of Staff, which could impact digital asset regulatory policies. Zaidi previously advocated for the approval of Bitcoin futures contracts, and his extensive industry experience will help address changes in the crypto market.

Latest data monitoring shows that there is no new capital inflow into the Bitcoin and Ethereum ETF markets. The 30-day moving average net inflow remains negative, and institutional investors are still on the sidelines. The market needs more positive signals to attract funds.

The US stock market opened steadily, with the Dow Jones up 0.01%, the S&P 500 up 0.06%, and the Nasdaq up 0.09%. The crypto sector performed strongly, with BitMine rising 0.94%. A decentralized RWA trading platform launched hundreds of RWA tokens, accelerating the on-chain liquidity release of traditional assets.

【BlockBeats】Interesting employment data came out at the end of December. The number of people applying for unemployment benefits during the Christmas week dropped from 215,000 to 199,000, which looks pretty good— but here’s the problem: the forecast was 220,000, so this decline was actually smaller than expected.
Economists are cautious about this data. The reason is simple: the seasonal adjustment during holiday weeks was particularly strong this year, casting doubt on the data’s reliability. They believe we need to wait until mid to late January to see a more accurate signal from initial jobless claims.
That said, the total number of layoffs remains low, which is a positive sign. The December non-farm payrolls data to be released next week is expected to show an increase of 75,000 jobs. But this doesn’t mean the outlook is entirely optimistic. Economists predict the unemployment rate will rise to 4.7%, partly because the labor force participation rate is increasing—that is, more people are re-entering the job market, increasing competition.
So overall, the picture

A cryptocurrency payment platform is advancing acquisition negotiations and plans to introduce an AI-driven biometric verification system to enhance security and compliance standards. The current pre-sale phase has surpassed $117,404, indicating market demand for secure crypto solutions. The combination of biometrics and AI offers new approaches to improve on-chain interaction security, and future efforts should find a balance between openness and security.

【Blockchain Rhythm】Since Trump's second term, the attitude towards cryptocurrency policy in the United States has become quite apparent, with the industry generally feeling a warm breeze of policy friendliness. 2026 is almost universally regarded as a decisive year, as the upcoming months will determine the regulatory landscape of the entire industry.
Let's first look at the actions at the beginning of the year. The Senate is expected to hold a hearing on the Crypto Market Structure Act in January. Once passed, this bill will be highly significant—it will clearly delineate the regulatory boundaries between the SEC and CFTC for the first time, thoroughly resolving the long-standing ambiguity over regulatory authority. At the same time, the SEC is also considering introducing an "Innovation Exemption" mechanism, which is undoubtedly a positive development for startups, as it can significantly reduce compliance costs.
Moving into the mid-term, there are two key dates to watch closely. On May 15, Jerome Powell's term as Federal Reserve Chair will expire. Trump's newly appointed candidate is expected to adopt a more dovish stance, which will impact the value of crypto assets.

A leading exchange will delist multiple spot trading pairs, including ARKM/BNB and EGLD/RON, on January 2, 2026. Investors should prepare in advance, monitor liquidity changes, and plan their trades accordingly.

Bitwise submitted 11 ETF applications to the U.S. SEC on December 30, covering multiple mainstream crypto assets, including DeFi, privacy coins, and emerging public chains. The ETF adopts a dual allocation model, with 60% directly holding cryptocurrencies and 40% investing in related ETPs. This move demonstrates traditional financial institutions' deep engagement with the crypto market.

【Crypto World】Bitchat app recently demonstrated impressive practical value during the Uganda elections. In environments with limited internet access, this app allows users to communicate directly through Bluetooth offline communication features. During the election, users can quickly share images of election ballots and other key information, avoiding reliance on traditional internet. This case is quite interesting — in areas with underdeveloped network infrastructure, lightweight technologies like offline Bluetooth communication have become crucial tools for information flow. It further validates the feasibility of decentralized applications in real-world scenarios.

Holidays are approaching, and US stock trading volume is sluggish, but market confidence remains steady and upward. The S&P 500 and technology stocks perform differently. Despite light trading, market breadth improves, technical indicators are positive, indicating that the quality of gains in a low trading volume environment is worth noting and provides a reference for macro market sentiment observation.

BNB Chain has released its 2026 technology development plan, continuing the dual-client solution with the goal of achieving 20,000 TPS and low gas costs. The future target is close to 1 million TPS, aiming for a 150-millisecond transaction confirmation time, using hybrid computing to ensure performance and security, while also strengthening decentralization and network resilience.

Renaiss Protocol has been in Alpha testing since mid-November, with trading volume exceeding $1 million and ranking among the top in the RWA track. Its limited edition "Frozen Card Pack" sold out within 11 minutes, demonstrating high user activity. The official will announce the annual awards ceremony and the Q1 2026 roadmap, with plans to further enhance the product and infrastructure.

【Crypto World】Many professional institutions within the industry are optimistic about the prospects of the cryptocurrency market in the next 18 months. Although Bitcoin's market share is gradually declining, its price is expected to break through the $150,000 mark by the end of 2026. In comparison, Ethereum and Solana may have greater growth potential.
More notably, traditional giants are entering the scene. Major tech companies are expected to launch or acquire their own crypto wallet products successively, and the top Fortune 100 companies are showing a clear increase in willingness to adopt blockchain technology. This indicates that the infrastructure for on-chain applications is accelerating its development.
The stablecoin market remains hot. It is expected that the supply of stablecoins will grow by approximately 60% in the future, but USDT's dominant position as a leading stablecoin may weaken, leading to a more dispersed market landscape.
Interesting changes have also emerged in the DeFi sector. The market share of equity-based perpetual contracts has exceeded 20%, and this sector is attracting increasing traffic.