just read something that made me bullish toward prices in crypto for the first time in a long while that has nothing to do with macro / flows / instis / adoption / etfs / 401ks / revenue
imo its the only thing that would make me flip ideologically bullish again

Twitter

Crypto Venture Capital Hashed recently published a strategic report titled “The Protocol Economy: 2026 Thesis,” in which it asserts that the cryptocurrency industry is very close to entering the phase of “...

Hashed: Digital asset projects linked to the real economy will boom in 2026.

Article by: Lin Wanwan's Cat (@linwanwan823)
Article source: X
Original title: Top 10 Questions and Answers from CZ, China's Richest Man, at the End of the Year
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BNB's annual shareholders' meeting has just concluded.
After listening to CZ's year-end AMA, I selected 10 questions and answers to summarize the key points: Market prediction, the stablecoin war 2.0 hasn't even started yet.
1. How do you feel after being granted a pardon?
CZ: "Psychologically there is a kind of v..."

CZ Year-End Report: Ten Questions on Binance, Regulation, and the Future of Crypto

Daily market data review and trend analysis, produced by PANews.
1. Market Observation: Although the US November CPI unexpectedly fell to 2.7% year-on-year and core CPI to 2.6%, a new low since 2021, initially igniting market expectations for accelerated interest rate cuts by the Federal Reserve, the reliability of the report was widely questioned due to data collection disruptions caused by the government shutdown. The market oscillated amidst complex signals. On the one hand, White House officials believed the Fed had "significant room for rate cuts"; on the other hand, the Bank of Japan raised its benchmark interest rate to 0.75%, a 30-year high, continuing to tighten global liquidity...

Trading Moment: With Japan's interest rate hike now a reality, Bitcoin faces a crucial test at $81,000, while Ethereum's rebound falters.

nvm i am unconvinced and remain a filthy bear