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Crypto Information Sharing, December 30, 2025 🏛️ Macroeconomics and Regulation: Digital Yuan (e-CNY) Enters the "Interest-Bearing Era" Interest-Bearing and Reserve Requirement Reform: The People's Bank of China has clarified that starting in 2026, the digital yuan will transform from a cash-like instrument to a "digital deposit." Balances in real-name wallets will accrue interest according to regulations and will be protected by deposit insurance. Banks' e-CNY reserves will be reduced from 100% to partial reserves, achieving a shift from off-balance-sheet to on-balance-sheet. South Korea's Compliance Upgrade: South Korea plans to expand its "Travel Rule" to small-value transactions and promote a stablecoin account freezing system, further refining its regulations. Japan's Tax Reform Expectations: Japan is considering uniformly reducing the tax rate on crypto assets to 20% and including them in the stock category framework. If implemented, this would significantly stimulate domestic investment. 🚨 Major Security and Risk Warning Flow Vulnerability Aftermath: Official confirmation that approximately $3.9 million in assets were stolen due to an execution-layer vulnerability. The "rollback" plan (to quell community controversy) has been abandoned, replaced by a phased "isolation recovery": Cadence logic will be restored first, while the EVM will remain read-only for now, with the process expected to be completed gradually within 48 hours. Hacks Reach New High in Money Laundering: A Chainalysis report states that North Korean hackers stole over $2.17 billion in assets in 2025 (including the $1.5 billion Bybit case), with money laundering methods becoming increasingly sophisticated. Precious Metals Experience Sharp Retreat: Spot gold/silver experienced a "flash crash," with silver falling by about 10% intraday. Profit-taking in a low-liquidity environment caused market volatility. 📊 Institutional and Funding Sector: Giants' "Buying Spree" Strategy (formerly MicroStrategy): Purchased another 1,229 BTC during the Christmas period (average price approximately $88,568), bringing its total holdings to a staggering 672,497 BTC, with an average cost of approximately $74,997. BitMine (BMNR): Aiming to become the ETH version of Strategy. Its ETH holdings have reached 4.11 million (approximately 3.41% of the total supply), with total assets of $13.2 billion. It plans to launch its US-based validator network, MAVAN, in Q1 2026. ETF Flow Divergence: BTC/ETH ETFs continue to record net outflows, but SOL and XRP ETFs buck the trend, attracting funds, indicating that investors are rebalancing their portfolios for the year-end. 🚀 Market Analysis and Project Updates Polkadot Halving: The community passed the "Hard Pressure" proposal, setting the total supply cap for DOT at 2.1 billion. The biennial halving will begin on March 14, 2026, reducing the inflation rate to 3.11%. RWA Explosion: Reality Asset Tokenization (RWA) TVL rose to $17 billion, becoming the fifth largest category in DeFi. Cantor Fitzgerald predicts the crypto space will surpass $50 billion in size by 2026. Fee Adjustment: Uniswap Labs has reduced all application and API fees to zero to support the ecosystem. IPO Window: 2026 may see a wave of crypto company IPOs. Kraken has confidentially submitted its IPO application, and Consensys and others are also in the process of listing. 💡 Key Commentary: While the market is experiencing a period of adjustment with institutional outflows at the turn of the year, the interest-bearing nature of the digital yuan and Polkadot's halving transformation signify a profound restructuring of Web3 infrastructure and the traditional financial system ahead of 2026.
FLOW
7.62%
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yueya fnf
[Project Observation] Solana Eco-Leverage Prediction Market: Space ($SPACE) The Solana ecosystem has recently made new attempts in the prediction market sector. Space (@intodotspace) plans to address the pain point of low capital efficiency in traditional prediction markets by introducing a leverage mechanism. 1. Core Positioning and Mechanism: Space attempts to combine the predictive attributes of Polymarket with the order book/leverage experience of Hyperliquid. It is currently the first prediction platform on the Solana chain to support 10x leverage. Technical foundation: It adopts the Central Limit Order Book (CLOB), with oracle support provided by Pyth and node services provided by Helius. Fee Logic: Implementing a 0% market maker fee aims to attract depth through low cost. Token Model: A 50% platform revenue buyback and burn mechanism was designed to link protocol growth to token deflation. 2. Team and Funding Background: This project was developed by the core team of UFO Gaming (who have experience managing projects with a market capitalization of over $1 billion). It has already completed approximately $5.75 million in funding, with investors including Morningstar Ventures, Arctic Digital, and Impossible Finance. The public offering portion is currently oversubscribed. 3. The public offering participation information project is currently in the pre-launch public sale phase, with 3.15% of the total token supply allocated to this sale. The FDV price is around $69M, and the product is expected to officially launch in January 2026. 【How to Participate】 If you are interested in the prediction market sector and wish to participate in this public offering, you can do so through the following link: 🔗 Official Public Offering Address: public.into.space 💡 Exclusive Code: Enter FOMOCN. Using this code will grant you access to a discount allocation and unlock early bird incentives (including future points multipliers and transaction fee discounts). Note: Prediction markets and leveraged trading are both high-risk sectors, and Space has not yet launched mainnet. It is recommended to read its white paper carefully and make a judgment based on your own risk tolerance before participating (DYOR).
SPACE
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2025/12.29/Encrypted Information Sharing 🏛️ Macroeconomics and TradeFi: Silver's "Crazy Moment" Silver hits record high: Spot silver saw panic buying in early trading, breaking through $80/ounce for the first time in history, reaching a high of $83.62. It surged as much as 8% intraday, and its year-to-date gain has exceeded 180%, briefly surpassing Nvidia's market capitalization. Interest rate cut expectations have cooled: The probability of a rate cut in January has fallen below 18%, and expectations of tightening dollar liquidity have suppressed the year-end rebound potential of risk assets. Geopolitical positives: Trump described his call with Putin as "productive" and plans to meet with Zelensky, which has boosted market expectations for a de-escalation of geopolitical tensions. Banks enter the fray: Russia's largest bank (Sberbank) successfully issued its first crypto-asset-backed loan, marking the traditional banking system's acceptance of crypto-asset financing. 🚨 Major Safety and Risk Warning Flow Network Rollback Controversy: To undo the impact of a $3.9 million vulnerability attack, the Flow Foundation plans to perform a "state rollback." This move has been met with strong protests from cross-chain protocols (such as deBridge), which argue that the rollback will lead to serious systemic risks and a crisis of trust within the ecosystem. Coinbase Arrest: Indian police have arrested a former customer service contractor, confirming that he leaked sensitive information about nearly 70,000 users in exchange for bribes. This leak has resulted in approximately $307 million in related expenses and shareholder lawsuits for Coinbase. Dark Web Black Market: Reports show that stolen encrypted accounts are worth an average of only $105 on the Dark Web. 📊 Market Analysis and Fund Flows ETFs continue to withdraw: The US spot Bitcoin ETF saw net outflows for six consecutive trading days, with a cumulative outflow of approximately $782 million during the Christmas week. Institutions tend to take profits and rebalance their assets at the end of the year. Extreme Fear: The Fear & Greed Index is at 23, and the market has been in the "extreme fear" zone for 14 consecutive days, with retail investor sentiment extremely low. Key liquidation points: BTC: A break above $89,000 would trigger a $400 million short liquidation; a drop below $86,000 would trigger a chain reaction of $550 million long liquidations. ETH: Currently struggling around $2,950, if it falls below $2,900 it will face pressure from nearly $400 million in long positions being liquidated. 🐋 Whale and Project Updates HYPE Team Release: 1.2 million HYPE tokens (approximately $30 million) have been unstaking at the Hyperliquid team address and are scheduled to be distributed to team members on January 6. Huang Licheng's movements: "Machi Big Brother" has added to his HYPE long positions again, currently holding approximately 8,200 ETH long positions, with a floating loss of approximately $240,000. Merger rumors: South Korean financial giant Mirae Asset is in talks to acquire the Korbit exchange, with the deal valued at approximately $100 million.
HYPE
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yueya fnf
📅 December 28, 2025: Flow Security Crisis and Fund Withdrawal 🚨 Core Risks and Warnings (Key Focus) • Flow Network Incident: The Flow Foundation is investigating a security incident; the price of FLOW plummeted by over 40%. Upbit and Bithumb Korea suspended deposits and withdrawals; DAXA issued a trading risk warning. • DeBot Theft: Some users' private keys were leaked, and hackers profited approximately $255,000. The official team promised compensation after the statistics are tallied. • Money Laundering Suspicion: Andrew Tate's associated wallet was detected depositing $30 million into the privacy protocol Railgun over two years. 📊 Fund Flows and Sentiment • ETF Outflow: The US spot Bitcoin ETF recorded a net outflow of approximately $589 million (IBIT accounted for $240 million). • Extreme Fear: The Fear & Greed Index reached 23, indicating extreme fear for two consecutive weeks. • Strategic Hedging: Strategy has established a $2.2 billion cash buffer to pay interest without selling BTC. 🚀 Future Outlook • IPO Boom: Kraken, BitGo, Grayscale, and other companies may seek IPOs in 2026. • ETH Prediction: Tom Lee believes asset tokenization will push ETH to $7,000–$9,000. • Stablecoins: Total market capitalization hit a record high of $310 billion. Solana co-founder predicts the market size could exceed $1 trillion by 2026. 🛠️ Major Token Unlocks Next Week 1. SUI: $78.90M 2. Ethena: $20.08M 3. Optimism: $8.85M 💡 Brief Commentary: Market sentiment has been extremely low these past two days (index 23), coupled with the Flow cybersecurity incident, leading to a clear trend of funds seeking safe haven, flowing into physical silver. Be wary of the major token unlocking pressure from projects like $SUI next week.
ETH
0.09%
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📅 December 27, 2025: Regulatory Maneuvering and the "Silver Frenzy" 🚨 Key Risks and Warnings • Coinbase Data Breach: An Indian contractor was arrested for involvement in a data breach. The hackers demanded a $20 million ransom, and Coinbase estimates the remediation costs could reach $400 million. • Fraud Network: Pakistan dismantles a $60 million cross-border crypto fraud network, arresting 34 people and seizing tens of thousands of international SIM cards. • Long Position Liquidation: BTC briefly fell below $87,000, resulting in the forced liquidation of approximately $45 million in leveraged long positions. 📈 Market and Macroeconomics • Silver Surge: Spot silver broke through $79/ounce for the first time in history, with a year-to-date increase of over 160%. Significant capital inflows into precious metals are evident. • Regulatory Outlook: In 2026, the US may see a dual-track pattern of "SEC system reform + increased CFTC influence." • On-Chain Revenue Ranking: Top three public chains by revenue in 2025: Solana ($1.3 billion) > Hyperliquid ($816 million) > TRON ($608 million). 💡 Project Updates • Solstice: Updated public offering terms, 100% unlocking of tokens when converted to TGE, and offers a 14-day no-questions-asked full refund. • Binance Alpha: Launched the COLLECT event; simultaneously distributed rewards for the Arbitrum network trading competition (VSN/LAVA). • Mining Company Transformation: In 2025, mining companies transforming into AI/HPC (High-Performance Computing) significantly outperformed pure mining companies in terms of stock price.
SOL
0.1%
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yueya fnf
12-26
Yueya Express | 2025-12-26 ⚠️ Urgent Warning: Security First • Trust Wallet Users, please note: A security vulnerability has been discovered in Chrome extension version 2.68. We urge users to immediately upgrade to 2.69 and disable the older version. Some users have already reported their funds being withdrawn; please check immediately! 📊 Market Sentiment (Largest Options Expiration Date in History) • Expiration Impact: Approximately $28.5 billion in BTC+ETH options expire today, double the size of last year's offering. BTC briefly fell below $87,000, and volatility is surging. • Bull-Bear Battle: Key liquidation zones are at $89,000 (short positions) and $86,000 (long positions). • Fund Flows: BTC/ETH ETF continues to see outflows, while Solana ETF sees net inflows against the trend. • Altcoin Index: 17, still dominated by Bitcoin. 🏛️ Regulation and Macroeconomics • Hong Kong Legislation: Targeting the submission of a new bill on virtual asset dealers and custody by 2026. • Central Bank Updates: Supporting provinces and municipalities along the Belt and Road to participate in mBridge and promoting the use of CBDC in cross-border payments. • Safe-haven assets: Gold broke through $4,500 and silver broke through $73, with frequent signs of physical silver shortages. 🔥 Project Headlines • Uniswap $UNI: Governance proposal overwhelmingly passed! 100 million UNI will be burned and the fee switch will be officially turned on. • Ethereum roadmap: Two hard forks are planned for 2026 to advance parallel processing and increase the L1 gas cap to 100-200 million. • Trip.com: Ctrip's overseas version officially supports USDT/USDC for booking global flights and hotels. • USD1: Market capitalization surpasses $3 billion; Binance launches 20% annualized wealth management product. Whale Trends • Machi Big Brother: Added 40x BTC long positions; its ETH long positions (approximately 7475 ETH) are currently facing floating losses at a liquidation price of around $2,867. • ETH hoarding: Whale have accumulated approximately 220,000 ETH in the past week. 💡 Brief Review: Today is a "volatile day," with over $20 billion in options settlements and forced deleveraging pressure. We recommend holding cash and remaining cautious with futures. Special reminder: Be sure to update your Trust Wallet extension!
TWT
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