ChainSherlockGirl

The New York Stock Exchange plans to launch a tokenized securities trading platform, enabling 24/7 trading of US stocks and ETFs, marking a profound reform in US stock trading. The platform will combine traditional trade matching with blockchain technology to improve clearing efficiency and introduce innovative tools such as tokenized deposits. This plan reflects the traditional finance sector's embrace of blockchain technology, aiming to meet the global investors' demand for anytime trading, signaling an ecological restructuring of the market and a new future landscape.

In early 2026, a bullish consensus emerged in the cryptocurrency market, with Bitcoin prices breaking through $90,000. Traders heavily positioned in $100,000 options, reflecting expectations of dollar depreciation. The rising demand in the options market indicates traders' confidence in future asset allocation. The momentum effect driven by Bitcoin's price increase may further push prices higher. The market has long-term confidence in Bitcoin, considering $100,000 as the new starting point.

The Federal Reserve's rate cut failed to stimulate the market, instead indicating that the positive news has been priced in, and BTC has fallen back below $90,000. The market fears that a rate hike by the Bank of Japan could lead to another 20-30% drop in BTC. This week, the US will release important economic data, and if the data deviates from Fed forecasts, it could intensify market volatility. Investors should be psychologically prepared for the upcoming market fluctuations.

The South Korean cryptocurrency market will lift the ban on corporate investments that has been in place since 2017, allowing approximately 3,500 listed companies and professional investors to participate in trading. This policy aims to change the market structure, attract institutional capital back, and promote the development of the domestic crypto ecosystem. While the policy shift can boost market vitality, it still faces challenges from investor enthusiasm and global market dynamics.

The recent cryptocurrency market performance has been independent of the traditional stock market. The rebound of BTC and ETH is related to the US core CPI data being lower than expected, prompting the market to reassess Federal Reserve policies. The rally of BTC is driven by positive expectations for inflation improvement, while the correction in US stocks has led to capital flowing into crypto assets. Future trends will be influenced by the upcoming PPI data, and geopolitical risks may also introduce uncertainties. However, historical experience shows that markets often rebound after stability is restored.

Last weekend, the Iran situation affected the global market, and the cryptocurrency market remained relatively calm, with Bitcoin prices fluctuating around $90,000. The market lacked momentum due to geopolitical uncertainties and upcoming economic data releases, which kept investors cautious. Binance's Bitcoin derivatives holdings declined, indicating a retreat by bulls, and whale fund movements suggest a conservative market bias. In the short term, Bitcoin faces multiple pressures, and investors should pay attention to international political developments and potential price correction risks.

South Korean actress Hwang Jung-eum was sentenced for embezzling funds from her management company to invest in cryptocurrencies, becoming a typical case in the current investment frenzy. She embezzled approximately 4.34 billion KRW in early 2022, later pleaded guilty and repaid the funds, receiving probation. Hwang Jung-eum's experience reflects the phenomenon of young Koreans turning to high-risk investments due to high housing prices and low wages, while also revealing the potential risks and social issues associated with the cryptocurrency market.

X (formerly Twitter) is developing the "Smart Cashtags" feature, aimed at improving the accuracy of financial topic tags. Users will be able to click directly on the tags to view real-time prices and related discussions. The launch of this feature coincides with users' concerns about potential interaction restrictions on the platform, reflecting X's complex balance between community engagement and financial information dissemination.

The native token $LIT of the decentralized perpetual contract exchange Lighter was issued on December 30, 2025, immediately triggering controversy. The community has divergent opinions on its token distribution method. Although the airdrop was originally intended to reward users, a trust crisis arose due to VC-led structure and lack of transparency, leading to large-scale fund withdrawals and a rapid price decline. The future of Lighter depends on the sustainability of its business model and user activity, with Coinbase listing potentially becoming a turning point.

The cryptocurrency market in 2025 has witnessed a phenomenon capable of overturning traditional perceptions—funding scales reaching record highs, yet the vast majority of asset prices continue to decline. This strange "divergence" between capital and prices is the key to understanding the market in 2025.
According to on-chain data, the total market cap of stablecoins grew from approximately $200 billion at the beginning of the year to over $300 billion by year-end, with an annual increase of nearly $100 billion. At the same time, the scale of Bitcoin and Ethereum-related ETP/ETF products has reached the trillion-dollar level, and companies related to DAT (Digital Asset Treasury Companies) hold digital assets worth more than $130 billion. These figures clearly indicate that the inflow of funds into the crypto market has never decreased. However, according to Memento Research statistics, the issuance in 2025 of

After a three-month downturn, the cryptocurrency market sentiment is warming up, and investors' confidence in the market is gradually recovering, especially as Bitcoin's price rises above $90,000. The market sentiment index shows optimism, but investors should remain cautious to avoid the risks associated with overly inflated emotions.

In 2025, the cryptocurrency industry faces challenges and variables. The market experiences a dramatic reshuffle, with competing coins plummeting and Bitcoin's market share rebounding. The market is predicted to grow rapidly, demonstrating flexibility. Conservative options strategies are effective in reducing risk, and under narrative fatigue, there is a return to fundamentals. At the same time, the rise of MetaDAO models and security tokenization points to the integration of traditional finance and DeFi. High-quality products and effective narratives become competitive advantages, and 2026 will further test the capabilities of market participants.

Bitcoin futures market trading volume in December dropped to $1.09 trillion, the lowest since 2024, indicating a decline in enthusiasm. Binance still maintains dominance, but overall trading volume has significantly decreased. Insufficient price volatility has led investors to shift to other markets, such as precious metals. The overall derivatives market is cooling down, and investors are reassessing risks and returns.

The global capital markets are showing divergence, with the A-share market performing well, while the crypto market faces challenges. A-share trading volume continues to grow, and short-term pullbacks can be seen as buying opportunities. The pressure on the crypto market has eased, making long-term positioning possible. As traditional market risks increase, institutional funds may shift toward the crypto market, so future participants need to patiently look for turning points to seize opportunities.

CryptoQuant data shows that as Bitcoin futures trading activity cools down, the trading volume of centralized exchanges in the second half of 2025 drops to a new low, with annual transaction volume decreasing by over 56%. Market concentration increases, with Binance accounting for over 40%. Investor funds are flowing into US stocks and precious metals, indicating a preference for more volatile assets. Overall market enthusiasm is waning, and whether it will change in the future due to a rebound in market volatility remains to be seen.

The differences in expectations between the cryptocurrency market and traditional investment banks regarding the Federal Reserve's future policy are becoming increasingly apparent. JPMorgan predicts that the current stance will be maintained until 2026, while the market generally expects rate cuts. Strong US labor market data has delayed rate cut plans, affecting investor sentiment. The future performance of crypto assets will still depend on the direction of yields and economic fundamentals.

Cryptocurrency market sentiment is shifting from "Extreme Fear" to "Greed," with the Fear and Greed Index rising to 61 points. Bitcoin recently surged to $97,704, boosting market confidence. However, caution should be exercised with this index, stay vigilant, and look for whether the market can break through the key level of $100,000.

The Korea Financial Services Commission is about to end the nine-year ban on corporate cryptocurrency investments and introduce regulatory guidelines to promote the openness of the digital asset market. The new regulations limit corporate annual investments to 5% and only allow trading of the top 20 cryptocurrencies by market capitalization. This will inject liquidity into the market, with the main beneficiaries being Bitcoin and Ethereum, while also advancing the formation of the Digital Asset Basic Law, marking the rapid development of Korea's digital landscape.

In the quarterly adjustment of the crypto industry, X (formerly Twitter) has completely banned InfoFi applications, indicating a market self-correction trend. This move aims to enhance user experience and resist low-quality information. Related projects such as Kaito and Cookie DAO quickly adjusted their strategies, seeking new directions to adapt to changes. The challenges and opportunities of quarterly transitions are discussed, emphasizing the need to establish SocialFi mechanisms based on real value in the future to avoid repeating the mistakes of low-quality content.

In pursuit of high-yield investments, investors often consider using leverage, especially for dollar-cost averaging into Bitcoin (BTC). However, five years of backtesting data shows that excessive leverage multiples lead to decreased long-term returns, with 3x leverage posing greater risks and volatility losses. Spot dollar-cost averaging is considered the optimal risk-reward strategy, while 2x leverage is suitable for a minority with sufficient risk awareness. In summary, increasing leverage does not accelerate profit-making and may result in greater losses.