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🧡 Key Summary of Based Token Launches Edison, Founder of Based, has written a lengthy X article outlining his stance on token launches. 💡 Key Summary of Based Token Launches 🟠 A token launch is a "single, independent product," separate from the product itself, and is the most important event that determines the project's values and long-term direction. 🟠 A good product can have a bad token launch, and vice versa. The two should not be confused. 🟠 Based has focused on products with real-world use, not just show-off features. As a result, → Achieved cumulative trading volume of $37B and revenue of $15M. 📈The Problem with the Existing Market: Low Float, High FDV 🟢Many projects in 2025 will launch with low circulating supply and excessively high FDV. 🟢Supply control keeps prices in check, creating an illusion of lack of sellers rather than real demand. 🟢While it may create short-term perception, it lacks user alignment and sustainability. 🟢The market and retail are growing increasingly tired of this playbook. 🎁 Based's Choice: Community First 🟠 Product and community-driven growth without KOL or public sales 🟠 Skipping public sales and allocating a larger portion to community airdrops 🟠 Prioritizing real users with liquidity, trading, feedback, and trust, rather than short-term token flippers 🪙 BASED TGE Core 🟢 Distribute at least 30% of the total supply 🟢 Season 1 · Season 2 · PUP Conversion Amount → Immediate unlock of all tokens without vesting 🟢 Tokenomics and TGE details Based Foundation release on February 8, 2026 X Original x.com/edison0xyz/status/201975... 🐈 Leo.HL Playground Public Space │ Chat Room │ X
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✅Strategy Announces Q4 2025 Earnings Holds 713,502 BTC 🔍 Performance • Revenue $123 million → Slight increase year-over-year • Operating loss -$17.4 billion, net loss -$12.6 billion • Strengthened liquidity with approximately $2.3 billion in cash and cash equivalents ✅Bitcoin Strategy • Holds 713,502 BTC • BTC return of 22.8% in 2025 • Secures approximately 100,000 BTC annually ✅Business and Capital Flow • Subscription growth +62%, license growth +26% • Gross profit margin approximately 66% • Annual capital raising of approximately $25.3 billion ❓ Points Continuing its strategy of holding large Bitcoin holdings and strengthening its financial foundation through capital raising. However, due to significant losses, earnings volatility remains a major risk. 🔸 Original Text #Strategy #MichaelSaylor
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Sean Farrell: The Hottest People of the Day 🧐Sean Farrell? - Head of Digital Asset Strategy at Fund Strat, co-founded by Tom Lee and currently serving as Head of Research. 🧐Why It's Been a Hot Topic - In mid-December 2025, when Tom Lee was advocating for extreme bullishness, Sean Farrell predicted a major correction in the first quarter of 2026. (From an internal report by Fund Strat) - Reasons for the correction include the US government shutdown, trade war risks, concerns about overinvestment in AI, and market complacency (a lack of risk awareness, making the market vulnerable to shocks). - At the time, he made headlines because his opinions differed from Tom Lee's. Sean Farrell stated that Tom Lee handles long-term strategies for institutions, while he handles high-weight crypto strategies, so his opinions may differ. - He predicted corrections of Bitcoin to $60K-$65K, Ethereum to $1,800-$2,000, and Solana to $50-$75, all of which have already been reached today. 🧐So what are the remaining scenarios? - According to Sean Farrell's mid-December assertion, Bitcoin will rise to over $115K and Ethereum over $4,500 by the end of the year after the Q1 2026 correction. - Lower real interest rates due to the Fed's policy will increase liquidity in the crypto market. - This correction will be shallower than past crypto bear markets. The price ranges predicted for mid-December 2025 have all arrived... Sean Farrell tweeted "Almost time to go shopping" during the early morning drop today. Respect! 👉Mid-December thread content
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📌Crypto PR Market: 'High-Risk' Projects Receive More Exposure Than 'Legitimate' Projects Analysis of approximately 2,900 cryptocurrency press releases reveals: • More than 62% issued by high-risk or suspicious projects • Approximately 27% of press releases are from legitimate projects Background • Some projects use press releases as marketing tools rather than news • Typical red flags identified, such as exaggerated profit promises and duplicate websites Comparison of exposure strategies • Legitimate projects → Natural coverage based on media interest • Suspicious projects → Maximize exposure through mass distribution → Increased likelihood of information spreading rapidly without media verification The source and reliability of information are becoming more important than the press release itself. Source
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JP Morgan's Digital Cash Digest; Cryptocurrency Legislation Stalled in Q1 2026 1. Recent client conversations continue to focus on the growing influence of stablecoins in money markets and, more broadly, how digital cash will shape the future of payments and tokenization. This topic has been a key topic at industry forums like the World Economic Forum (WEF) in Davos, as well as in recent earnings calls. 2. Digital assets are no longer a peripheral topic. Market participants across the spectrum, from regulators and banks to stablecoin issuers and payment professionals, are actively examining how these innovations will integrate into the global financial system. 3. With this in mind, we are launching the "Digital Cash Digest" to provide an up-to-date overview of the rapidly evolving digital cash landscape and its implications for money markets. This report focuses on recent market developments, product innovations, regulatory changes, key trends, and a data-driven perspective on market dynamics, size, and other relevant indicators. 4. Recent trends include the delay in Congress's passage of the Cryptocurrency Market Structure Bill, the Financial Accounting Standards Board's (FASB) work to define stablecoins from a balance sheet perspective, major credit rating agencies' stablecoin ratings, and the emergence of new players in the digital cash space. 5. The stablecoin market has grown by $1.1 billion since the beginning of the year and has remained around $300 billion for the past several months. Tether's USDt is the most popular stablecoin, accounting for 63% of the total market capitalization with $189 billion. USDC follows, accounting for 25% of the total market capitalization.
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✅Tether Discusses Scaling Back Fundraising Plans 🔍 Key Summary • Tether significantly scales back the fundraising plan under consideration • Maximum target of $2 billion → actual possibility of approximately $0.5 billion • Market skepticism surrounding the $500 billion valuation • Tether maintains its stance on maintaining its valuation ❓ Why the discussion of scaling back? • Growing investor concern over valuation • Questions about the risks and realism of the high valuation ✅Tether's Position • $500 billion valuation is a "maximum cap" • Actual target can be adjusted based on market reaction • CEO emphasizes Tether's profitability and market influence ✅Tether's Current Status • World's Largest Stablecoin Issuer • Continues to Serve as a Key Infrastructure for USDt-Based Liquidity 🔸 Cointelegraph Article #Tether #USDT #Tether #Fundraising
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