7 月 16 日，Varys Capital 风投主管 Tom Dunleavy 发推表示，已与 Multicoin Capital 联合创始人 Kyle Samani 达成对赌，对赌内容为截至 2026 年 12 月 31 日之前，在任意主流交易平台（如 Binance、Coinbase 等）盘中达到 10,000 美元，赔率为 3:1。
Kyle Samani 已在 Tom Dunleavy 的动态下方回复，确认了该赌约成立。

<div><p>7 月 16 日，Varys Capital 风投主管 Tom Dunleavy 发推表示，已与 Multicoin Capital 联合创始人 Kyle Samani 达成对赌，对赌内容为截至 2026 年 12 月 31 日之前，在任意主流交易平台（如 Binance、Coinbase 等）盘中达到 10,000 美元，赔率为 3:1。</p><p>Kyle Samani 已在 Tom Dunleavy 的动态下方回复，确认了该赌约成立。</p></div>

Varys风投主管与Multicoin联创对赌ETH能否在2026年底前达到1万美元

On July 16, Varys Capital venture capital manager Tom Dunleavy tweeted that he has reached a bet with Multicoin Capital co-founder Kyle Samani, with the bet being that by December 31, 2026, the price will reach $10,000 during trading hours on any major trading platform (such as Binance, Coinbase, etc.), with odds of 3:1.
Kyle Samani has replied under Tom Dunleavy's post, confirming the establishment of the bet.

<div><p>On July 16, Varys Capital venture capital manager Tom Dunleavy tweeted that he has reached a bet with Multicoin Capital co-founder Kyle Samani, with the bet being that by December 31, 2026, the price will reach $10,000 during trading hours on any major trading platform (such as Binance, Coinbase, etc.), with odds of 3:1.</p><p>Kyle Samani has replied under Tom Dunleavy's post, confirming the establishment of the bet.</p></div>

Varys Ventures head and Multicoin co-founder bet on whether ETH can reach $10,000 by the end of 2026

In the crypto world, what truly determines victory is never code, but the interplay between liquidity, power, and regulation. The rise and fall of BUSD is not merely a tragic tale of a stablecoin, but a financial war waged by exchanges attempting to "unify the world."

When BUSD was thrust onto the historical stage, it carried not only a compliance narrative, but also Binance's ambition to reshape the stablecoin order through coercive measures—by manipulating exchange rates and merging trading pairs, directly swallowing competitors' liquidity into its own ledger.

The "automatic conversion" of 2022 was a textbook example of a blitzkrieg; and 2023...

The Rise and Fall of Binance's Dominance: From BUSD's "Unification" to $U's "Conquering the World"—The Stablecoin Wars

Source: Galaxy Research; Translation: Jinse Finance xz
Bitcoin's closing price in 2025 is expected to be roughly the same as the level at the beginning of the year.
The cryptocurrency market experienced a genuine bullish wave in the first ten months of this year. Regulatory reforms continued to advance, ETFs continued to attract funds, and on-chain activity became increasingly active. Bitcoin hit an all-time high of $126,080 on October 6th.
However, the market failed to deliver the expected breakthrough after the initial frenzy; instead, it experienced rotation, repricing, and rebalancing. This was driven by factors such as unmet macroeconomic expectations, a shift in investment narratives, leveraged margin calls, and massive...

Galaxy: 26 Predictions for the Crypto Market in 2026

This article is from Kyle Crypto Hunt.
Compiled by Odaily Odaily(@OdailyChina); Translated by Azuma (@azuma_eth)
Editor's Note: Arthur Hayes, the legendary market predictor, co-founder of BitMEX, is at it again, offering his predictions. In today's episode of the Kyle Crypto Hunt podcast, Hayes discusses macroeconomic liquidity changes, market trends, his personal positions, and trading strategies...