1⃣ Market Stagnation: #BTC, #ETH, and #SOL continue to "paint doors" (volatile but range-bound) with appallingly low liquidity. US stock indices fell across the board as tech stocks lost steam. It is what it is.
2⃣ Precious Metals Pullback: Both gold and silver futures slid. Silver plummeted 8.7%, marking its largest single-day drop in nearly five years. A correction is underway.
3⃣ Whale Activity: Trend Research, led by Yi Lihua, increased its holdings by over 46,000 ETH in a single day. Their total position now exceeds 626,000 ETH with an average cost of approximately $3,105, resulting in a floating loss of $110 million.
4⃣ AI Agent Hype: Meta spent billions to acquire the AI Agent company Manus. The market is bullish on Agents, calling them the "Instagram of the AI era." Despite the hype, #AI sector tokens remain stagnant.
5⃣ Market Outlook (2026–2028): Prediction markets and on-chain brokerages are viewed as the next big opportunities. The former could produce a "new Binance," while the latter could become the "Nasdaq of Web3."
6⃣ Framework Ventures Insight: Co-founder predicts that 2026 will focus on mainstream tokens, with institutions consistently positioning in high-quality DeFi blue chips. Dominant sectors will include Stablecoins, RWA, Lending/Capital Markets, and Asset Management.
7⃣ Wintermute’s View: Early 2026 macro and regulatory events will serve as key catalysts, including the new Fed Chair selection, FOMC meetings, and the decision on whether to include crypto-related stocks in the MSCI Index (Jan 15).
8⃣ Bitmine Holdings: Bitmine has staked over 408,600 ETH. If they go "all-in" on staking their total holdings of ~4.11 million ETH, daily rewards would exceed $1 million.
