Breaking news from yesterday
- Cosmos Health secured a $300M convertible notes financing to establish an ETH treasury reserve
- Hybrid L2, Build on Bitcoin (BOB) raised $10M led by Castle Island Ventures bringing BOB’s total funding to ~$21M
- $214 Billion AUM SBI holdings filed for Bitcoin and XRP ETFs.
- Trump to sign an executive order on Thursday to allow private equity, real estate, crypto, and other alternative assets in 401(k)s. 401(k) is a retirement savings plan offered by many U.S. employers
- Pendle launched Boros, platform on Arbitrum that lets users trade Yield Units: tokens representing BTC or ETH funding rate yield, to speculate or hedge on future funding rates.
- Bakkt is acquiring ~30% of Japan’s Marusho Hotta from RIZAP, with plans to rebrand it as bitcoin(.)jp and adopt a digital asset treasury. This follows Bakkt’s $75M equity raise and a $1B shelf offering to support its corporate bitcoin strategy.
- Payy, a privacy focused onchain banking platform backed by Robot Ventures, has launched the Payy Card, a non-custodial Visa debit card that lets users privately spend USDC using zkps on its custom UTXO chain
- Trump is putting a 100% tariff on chips and semiconductors
- Apple announced it’ll invest $600 Billion in the US over the next four years
- MětaMǎsk has integrated native support for the Sei blockchain
- Parataxis Holdings is merging with SPAC SilverBox Corp IV to go public on the NYSE as PRTX, aiming to raise up to $640M to build a Bitcoin treasury, starting with $31M in BTC to drive institutional growth in US and South Korea

Crypto News from Yesterday🚨
Timestamp:
0:04 Pendle launch Boros to trade funding rates
0:34 SBI Holdings filed for BTC/XRP ETF
Defi-Defi for speed ft @pendle_fi @boros_fi SBI Holdings

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昨日突发新闻
- Cosmos Health获得3亿美元可转换票据融资，建立以太坊国库储备
- 混合二层网络Build on Bitcoin（BOB）获得由Castle Island Ventures领投的1000万美元融资，使BOB总融资达到约2100万美元
- 拥有2140亿美元管理资产的SBI控股公司申请比特币和瑞波币ETF
- 特朗普将于周四签署行政令，允许私募股权、房地产、加密货币和其他另类资产进入401(k)退休储蓄计划
- Pendle推出Boros平台，该平台位于Arbitrum上，允许用户交易收益单位：代表BTC或以太坊资金费率收益的代币，用于对未来资金费率进行投机或对冲
- Bakkt正收购日本Marusho Hotta约30%的股份，计划将其更名为bitcoin(.)jp并采用数字资产国库。这follows Bakkt的7500万美元股权融资和10亿美元的搁置发行，以支持其企业比特币策略
- 由Robot Ventures支持的隐私重点链上银行平台Payy推出Payy卡，这是一种非托管Visa借记卡，允许用户在其自定义UTXO链上使用零知识证明私密支付USDC
- 特朗普对芯片和半导体征收100%关税
- 苹果宣布未来四年将在美国投资6000亿美元
- MetaMask已集成对Sei区块链的原生支持
- Parataxis控股公司将与SPAC SilverBox Corp IV合并，在纽交所上市为PRTX，旨在筹集最高6.4亿美元建立比特币国库，从3100万美元的BTC开始，推动美国和韩国的机构增长

市场行情分析
自 11/21 以来，日线 RSI 一直处于 50 中线下方。目前观察日线 RSI，我们发现其有潜力突破 50 中线。
核心观点：
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多头信号： 如果 RSI 成功突破 50 中线，这将是一个值得做多的机会。
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双重共振： 在当前位置突破 50 中线的同时，也必然意味着价格将突破日线级别的下降均线。
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趋势转变： 一旦实现双重突破，即代表量能反转且趋势突破，从技术面来看是一个极...

喊单点位丨BTC Thread

速览机构与交易员对后市行情看法。

比特币即将选择方向？

第一章：执行摘要与行业格局分析
截至2025年12月19日，全球数字资产矿业板块正经历自比特币诞生以来最为深刻的结构性变革。随着比特币价格在2025年10月创下约12.5万美元的历史新高后回调至8.6万美元区间，以及全网算力突破1,000 EH/s大关，矿企面临着"后减半时代"利润率压缩与资本支出激增的双重考验。
1.1 行业分化格局
图1：2025年主流矿企算力与市值关系分析
上图清晰展示了当前...