宏观周结束了，“boj + 就业数据 + cpi ”给出的是很好的组合。
📈看涨
从宏观和美股走势看，现在更像19年，逐渐宽松+美股震荡上行；而不是22年，走向紧缩+美股趋势结束。
📉看跌
从4年周期和技术面（以及 btc og 的抛售）看，现在更像22年初。
我个人更倾向📈，26年上半年会是比25年更好的行情。

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The macro week is over, and the "BOJ + employment data + CPI" combination provides a good picture.

📈Bullish
Looking at the macro environment and the US stock market trend, it's more like 2019: gradual easing + US stock market oscillating upwards; rather than 2022: moving towards tightening + the end of the US stock market trend.

📉Bearish
Looking at the 4-year cycle and technical aspects (as well as the sell-off in BTC OG), it's more like early 2022.

Personally, I'm more inclined to believe 📈 that the first half of 2026 will be a better market than 2025.

Author | Shisi Jun

1. Introduction
In the blink of an eye, I've been working in the wallet industry for four years. Many people think the wallet landscape in 2025 is already solidified, but that's not the case—it's been turbulent beneath the surface. This year:

· Coinbase launched its new CDP wallet, built on TEE technology;

· Binance's MPC wallet introduces key sharding and hosting to the TEE environment;

· Bitget just released its social login feature last week, hosted on a TEE basis;

· ...

A brief overview of the history of blockchain wallets and the market landscape in 2025.

Following the controversy surrounding Fundstrat's Bitcoin views, co-founder Tom Lee responded, stating that the "contradictory predictions" seen by outsiders were actually research conclusions from different positions and timelines, not internal disagreements. Previously, Sean Farrell, head of digital asset strategy at Fundstrat, suggested that Bitcoin might retrace to the $60,000-$65,000 range in the first half of 2026; while Tom Lee believed Bitcoin could reach new highs, even surging to $200,000 as early as the beginning of 2026. A Fundstrat...

Tom Lee responds to Fundstrat's "contradictory" views on Bitcoin: Different positions, different timelines, not internal disagreements.

A crypto user lost $50 million in USDT after falling for an address poisoning scam in a massive onchain exploit.
The theft, spotted by Web3 security firm Web3 Antivirus, occurred after the user sent a...