Odaily News Trader @smileycapital posted on the X platform stating that the biggest truth in the Crypto Assets space after 2021 is that, for the foreseeable future, most of the available risk-tolerant Liquidity will continue to flow into the AI and Bots sectors. This does not mean there are no opportunities in the encryption space, but currently, the world is looking for technological advancements elsewhere.

Matrixport announces the upgrade of its fixed income products, introducing a "monthly interest withdrawal" mechanism to enhance cash flow flexibility. Users can choose to withdraw interest monthly while locking in their principal, transforming it into accessible cash flow. This change aims to meet users' needs for stability and liquidity.

Intuit and Circle reach a multi-year partnership agreement to integrate USDC stablecoin payments into their products, including TurboTax and QuickBooks, to improve cash flow efficiency and support faster, low-cost payment processes.

Derive founder Nick Forster pointed out that traders are gradually shifting to defensive strategies, with the 30-day Bitcoin implied volatility approaching 45%. Market positioning is clearly differentiated, with call options accumulating at strike prices of 100,000 and 120,000, while puts are accumulating around 85,000, serving as a hedge against short-term declines in Bitcoin. Overall market sentiment remains cautious.

JPMorgan Chase is entering the crypto finance space in a relatively low-key yet impactful way. Recently, the bank launched a tokenized deposit product called JPM Coin (JPMD) on the Ethereum Layer 2 network Base, marking the beginning of major Wall Street banks extending their core deposit systems onto public blockchains. This move is seen as an important signal of the integration between traditional finance and DeFi. Unlike traditional stablecoins, JPM Coin is essentially a digital claim on bank deposits, directly corresponding to real deposits within JPMorgan's system, and it can accrue interest. This distinguishes it clearly from stablecoins like USDC in terms of regulatory attributes and fund nature, and also provides institutional clients with a new on-chain option for cash and collateral.

Digital Wealth Partners launches algorithmic trading application for XRP high-net-worth holders, aiming to enhance the appreciation and cash flow of crypto assets. The strategy operates within tax-advantaged retirement accounts, ensuring independent management of client assets and relying on quantitative signals to achieve long-term compound growth.

Moonrock Capital founder Simon Dedic stated that with the proliferation and standardization of crypto infrastructure, future winners will be applications that can control user experience and flow, rather than the builders of underlying infrastructure. He emphasized that creating high-quality applications can effectively control the market.

Blocto Wallet will cease operations on December 18, 2025, due to a significant decline in the FLOW token price resulting in project losses exceeding $5.5 million. Users are advised to withdraw their assets before the deadline and pay attention to security.

BlockBeats News, December 17 — The cross-chain smart wallet project Blocto announced on social media: "After serving over 2 million users for five years, we regret to inform you that the Blocto wallet service will soon be discontinued. As one of the earliest ecosystem supporters of Flow, Blocto built the main infrastructure of this ecosystem, including the Blocto Wallet, BloctoSwap, Blocto Cross-Chain Bridge, and BloctoBay. We also established the most widely used

On-Chain Analysis Platform Glassnode's latest report indicates that although Bitcoin's price has experienced a significant pullback from its all-time high, its overall performance over the past three months has still outperformed the vast majority of the cryptocurrency sector, demonstrating that market funds and investment preferences remain focused on Bitcoin. Glassnode states that over the past three months, "the average returns of almost all cryptocurrency sectors have been lower than Bitcoin," and this persistent relative weakness reflects that in the current market environment, capital is more inclined to flow into Bitcoin rather than riskier altcoins.

As the flow of spot Ethereum ETF funds improves, the price structure of Ethereum (ETH) is gradually showing bullish signals. According to the latest market data, as of December 15th Asian time, Ethereum's price is approximately $3,113. Although it has retreated compared to last week, positive changes are emerging in both technical and capital aspects, creating conditions for a subsequent rebound. Previously, Ethereum's decline was mainly driven by decreased on-chain activity, phased profit-taking, and risk aversion triggered by macroeconomic uncertainties. At the same time, the overall liquidation pressure in the crypto market has increased, also weighing on ETH prices. However, based on current indicators, the market may have entered a consolidation phase.

Aave DAO and Aave Labs have disagreements over fee distribution issues arising from the integration with CoW Swap. Anonymous member EzR3aL questioned the flow of fees without consulting the DAO and argued that they should belong to the DAO, while Aave Labs insists on its legitimate ownership of the related rights.

Gold Finances reports that Vanguard Group's quantitative stock head John Ameryx stated that Bitcoin remains more like a speculative collectible "like a popular plush toy," rather than a productive asset with income or cash flow characteristics.

ChainCatcher reports that the Aave community has recently erupted into governance controversy, with the focus on whether the integration of CoW Swap has led to protocol revenue flowing to Aave Labs rather than the Aave DAO. A representative named “EzR3aL” posted on the governance forum stating that their on-chain analysis shows that transaction fees generated through the new CoW Swap interface no longer flow into the DAO treasury but are instead directed to an independent address, estimated to be worth about $200,000 per week. Marc Zeller, head of the Aave Chan Initiative, said the situation is “extremely concerning,” accusing it of “secret privatization of approximately 10% of the potential revenue of the Aave DAO.” The controversy has also extended to Aave Vaults, Horizon, and the Aave v4 liquidation engine.

BlockBeats News, December 12 — Builder Codes enables developers to build custom terminals, tools, and applications based on Grvt, while earning continuous revenue from the order flow. This allows Grvt to focus on the underlying matching and settlement system, while the ecosystem team can innovate simultaneously on the same technical platform. Based on ZKsync Atlas, Grvt offers developers a high-performance, low-cost unified liquidity environment. The first partners include professional terminals Tealstreet and institutional OEMS.

Blockchain analytics firm Global Ledger's latest investigation shows that the Russian cryptocurrency exchange Garantex, which was placed under sanctions by the West, is resuming operations and continues to process funds through a hidden payment architecture. Despite its servers being previously seized and its business being targeted by the international community, on-chain evidence indicates that the platform has quietly restarted recently and has transferred tens of millions of dollars in assets to users. The investigation found that researchers tracked multiple new wallets associated with Garantex on the Bitcoin and Ethereum networks, holding a total of over $34 million in cryptocurrency, with at least $25 million already paid to former users. The flow of funds also reveals how they evade monitoring: Garantex uses mixing tools like Tornado Cash to obfuscate reserves, then jumps across networks via cross-chain bridges between Ethereum, Optimism, Arbitrum, and others, ultimately consolidating into an aggregation wallet before transferring out to multiple payment accounts.

PANews December 12 News, Glassnode posted on X platform that Ethereum spot ETF has shown signs of recovery after weeks of continuous outflows. Mild capital inflows have begun to appear, indicating that redemption pressure has eased. If the net capital flow continues to rise into the inflow zone, it suggests that demand will improve before the end of the year.

Ethereum (ETH) continues to rise driven by whale accumulation, the flow back of spot ETF funds, and an improvement in market risk appetite. The market is now focusing on whether the end-of-year rally can break through the $4,000 resistance level. As the Federal Reserve policy decision approaches, traders are closely watching macroeconomic conditions and on-chain indicators to assess whether the rally can continue. Recent market data shows that before the FOMC meeting, overall sentiment in the crypto market has improved, with Ethereum outperforming Bitcoin and other mainstream cryptocurrencies. Analysts point out that the price increase is mainly driven by large investors and institutional buying. US spot Ethereum ETFs have seen a rebound in capital inflows this week, reflecting growing institutional interest.

The full-chain financial protocol PLATO launched its governance token PLATO on December 9th, with a price increase of over 560% on the first day of listing. The protocol adopts a dual-token mechanism, where PLATO is used for community governance and revenue distribution, and IHP is linked to tangible asset returns to ensure cash flow and reduce risk.

The International Monetary Fund (IMF) pointed out in its latest "Understanding Stablecoins" report that stablecoins pegged to the US dollar may cause currency substitution and capital outflow risks in vulnerable emerging markets, weakening local currency stability. However, several experts say that the current stablecoin market size is still not enough to have a significant impact on the global macroeconomy. The report highlights that stablecoins may bypass traditional financial intermediaries, thereby circumventing capital flow management measures (CFMs), making it easier for funds to move across borders during periods of market panic and accelerating currency depreciation. The combined market value of mainstream stablecoins such as USDT and USDC has reached $264 billion, which is close to France's foreign exchange reserves and surpasses that of many countries such as the United Kingdom, Israel, and the United Arab Emirates. However, these "dollar equivalents" are more used in cryptocurrency trading than in real-world money management or circumventing regulations.

Gate News Bot news, on December 10, according to CoinMarketCap market, as of press time, PORTAL (Portal) is currently trading at $0.02, up 13.62% in 24 hours, and the current market value is about $12.4 million, an increase of $1.49 million from yesterday. Portal is a universal liquidity network that connects developers with users around the world. As the universal liquidity layer of Web3, Portal has created the "Hyperway" - Web3's superhighway, enabling the seamless flow of users, liquidity, and attention, eliminating the fragmentation problem of Web3. The Portal ecosystem includes products such as Portal Wallet, Portal Hub, and Portal Pay, providing users with cross-chain liquidity access and a seamless wallet experience. Portal has been launched on Solana and has partnered with top Web3 ecosystem partners such as Sui, Immutable, and Magic Eden to build an interoperable network covering mainstream blockchains.

Bitcoin regained its footing at $92,000 after more than $2 billion in liquidations, and the market focus quickly retracted from altcoins to mainstream assets such as Bitcoin (BTC) and Ethereum (ETH). The increase in capital concentration indicates that investors prefer high-certainty head crypto assets under the current macro uncertainty. In terms of market capitalization performance, Bitcoin's market share is stable at about 59.11%, while Ethereum's remains at around 12.80%, showing a very narrow range of fluctuations. The latest report from Wintermute shows that both retail and institutional funds have rarely flowed into BTC and ETH at the same time, reflecting increased risk aversion in the market, with investors preferring to take selective risk exposure rather than chasing the high volatility of altcoins.

Zcash (ZEC) is once again becoming the focus of the market, with its price retesting the upper boundary of a months-long symmetrical triangle—the key resistance at $420. As trading volume surges and institutional capital continues to flow in, ZEC may be approaching a decisive breakout. Currently, ZEC is priced around $395, up about 11% in the past 24 hours, with a total weekly increase of 18%. Although it is still down about 27% over the past month, the strength of the short-term rebound has clearly increased. The seven-day price range has been between $306 and $420, indicating that the market has entered a phase of structural convergence. The surge in trading volume supports the potential for a breakout. ZEC spot trading volume climbed to $1.28 billion in 24 hours, nearly doubling from the previous day. In derivatives, futures trading volume soared to $5.5 billion, with open interest rising to $895 million, an increase of 21%. This simultaneous inflow of capital into both spot and futures usually indicates that traders are actively taking on risk, rather than passively closing positions.

PANews, December 9—Matrixport analyzed in today’s chart that the current participation of retail investors in the crypto market remains low. Taking the historically retail-heavy Korean market as an example, today’s trading volume is significantly lower compared to the peak periods in December 2023 and 2024: back then, daily trading volume could reach several billion US dollars, while now it barely hovers around $1 billion, reflecting that short-term retail funds have yet to flow back in significantly. In such a market environment, some newly launched or expanding exchanges continue to find it difficult to see sustained growth in trading volume. Some previously highly anticipated IPO plans have also noticeably slowed their pace. Without a broader return of retail investors, even if the Federal Reserve chooses to cut interest rates in the future, easing monetary policy alone is unlikely to trigger a truly sustainable rally. To put it more bluntly, without trading volume, it’s hard for market sentiment to build; without sentiment,

Expectations are rising that Japan may conduct large-scale sell-offs of U.S. Treasuries, and this potential shock is spreading from traditional financial markets to the crypto industry, especially Tether (USDT), which is deeply tied to U.S. Treasuries. Japan currently holds $1.189 trillion in U.S. Treasuries, making it the largest foreign holder globally, but as Japanese government bond yields hit multi-year highs, the attractiveness of holding U.S. Treasuries is declining. Analysis indicates that the U.S.-Japan yield spread has narrowed from 3.5% to 2.4% within six months. If it drops to around 2%, it will significantly boost the incentive for capital to flow back to Japan, potentially prompting Japanese institutions to sell as much as $500 billion in U.S. Treasuries. The broader yen carry trade amounts to $1.2 trillion; if interest rates rise and the yen strengthens, this structure could quickly unravel, triggering a chain of global asset liquidations.

The latest weekly report from Glassnode points out that the current market conditions are similar to the early stages of the 2022 bear market. ETF demand has weakened, IBIT has experienced six consecutive weeks of outflows, totaling over $2.7 billion. Derivatives data shows a reduced risk appetite in the market, with cautious sentiment in the options market and investors more inclined to sell.

After several days of flat trading, Hedera’s HBAR token is currently in a consolidation phase, indicating a lack of clear market direction. However, investor activity is picking up, and early signs suggest that bearish pressure may be easing. The Chaikin Money Flow (CMF) indicator has risen significantly, indicating a notable reduction in selling pressure. If the CMF continues to improve and crosses above the zero line, HBAR will register a net inflow, potentially restoring trader confidence and providing momentum for a price increase.

ChainCatcher news, the topic of comparing the valuations of Ethereum and Amazon is causing heated discussion on X. Santiago, founder of Inversion Capital, believes that Ethereum is overvalued. He stated that ETH's price-to-sales ratio (valuation of $380 billion, annual revenue of $1 billion) is much higher than Amazon's; even during the internet bubble, Amazon's price-to-sales ratio never exceeded 28 times. The price Ethereum holders pay for every $1 of revenue is about 146 times what Amazon investors paid back then. He believes Amazon is also a successful network. Whether it's a company or a network, its pricing depends on the economic benefits it generates (revenue and cash flow), and TVL, collateralized assets, or settlement volume are not revenue. Ethereum treasury company SharpLink, on the other hand, stated that traditional valuation models do not apply to Ethereum: Ama

Gate News bot message, latest ETF flow data as of December 4 shows varying trends across major cryptocurrency funds. Bitcoin ETFs recorded a negative one-day net flow of -349 BTC (-$32.19M), while maintaining a positive seven-day net flow of +1,211 BTC (+$111.79M). Ethereum ETFs demonstrated stro

BlockBeats News, December 4, according to The Block, BRN Research analysts stated that despite limited spot momentum, Bitcoin's fundamental structure is steadily improving. BRN Head of Research Timothy Misir pointed out that, according to data from CryptoQuant and Glassnode, exchange balances have dropped to about 1.8 million BTC, the lowest level since 2017. Bitcoin’s realized market capitalization (monthly growth) remains positive, indicating that even as the overall market trades within a consolidation range, new capital continues to flow into BTC. Misir stated: "The market opened steadily and strongly, accumulation buying continues, exchange supply is decreasing, and the price is stabilizing above the real market average. What is currently lacking is a breakthrough of 96,000

According to Foresight News, citing the Q4 digital asset report released by glassnode, this cycle has seen $732 billion in new capital flow into Bitcoin. The 1-year realized volatility has nearly halved, and market trading is calmer, larger in scale, and has higher institutional participation. In the past 90 days, Bitcoin settlement volume was approximately $6.9 trillion, on par with or higher than Visa and Mastercard. As capital flows to ETFs and brokers, trading activity is shifting off-chain, but Bitcoin and stablecoins still dominate on-chain settlements. The scale of tokenized RWAs grew from $7 billion to $24 billion within a year, marking the strongest phase of institutional adoption to date. Tokenized funds are one of the fastest-growing areas for 2025, providing new distribution channels for asset management companies and offering investment opportunities to previously underserved investors.

Recently, silver (XAG) closed at 58 dollars, reaching the highest monthly closing price in 46 years, with retail investor interest even surpassing Bitcoin. This price breakthrough not only reflects the global capital flow towards hard assets but also encourages investors to explore the new digital asset field of tokenization of silver. Analysts point out that the surge in silver prices is due to global inflation, increased industrial demand, and supply constraints. The silver/Bitcoin ratio has broken through a long-term downward trend, indicating that investors' assessment of value storage assets is changing, providing a good foundation for the tokenization of silver.

The Fed recently injected Liquidity into the banking system through a $13.5 billion overnight repurchase operation, which is the largest repurchase operation since 2020, even exceeding the scale of operations during the burst of the tech bubble in the early 2000s. This surge in repurchase reflects the rising demand from banks for short-term dollar Liquidity, while also raising concerns in the market about financing pressures and potential chain reactions in the asset markets. The repurchase market allows financial institutions to obtain overnight cash by collateralizing U.S. Treasury bonds, supporting banks' daily cash flow and balance sheet management. Financial analysts point out that when banks are in urgent need of Liquidity, repurchase demand typically increases, which may indicate a tightening credit environment or increased collateral pressure. Similar situations occurred in September 2019 when repurchase market activity surged and during the pandemic in 2020.

The Federal Court of Brazil sentenced 14 individuals to prison for using Bitcoin to launder over $95 million from drug trafficking and kidnapping profits. The mastermind was sentenced to 21 years, while others received sentences ranging from 10 to 17 years. The criminal organization has been operating since 2019, concealing the flow of funds through false identities and shell companies.

Japan's 10-year government bond yield rose to 1.86%, reaching a new high since 2008 and triggering tremors in global markets. As the Bank of Japan hinted that it would consider raising interest rates at the December rate meeting, the long-standing era of low interest rates may come to an end, directly threatening the support for global risk assets and Yen Carry Trade in the crypto market. In the past year, Japan's government bond yields nearly doubled, with the two-year yield reaching 1% for the first time since 2008. Although 1.86% is still considered low globally, it represents a significant structural change for Japan, a country that has long been in a "zero interest rate" environment. The low interest rates had allowed global investors to borrow yen at extremely low costs, flooding into U.S. Treasuries, European bonds, and high-risk assets, including encryption. However, as domestic yields rise, funds may begin to flow back to Japan.

Odaily News Strategy CEO Phong Le stated in a recent interview that the company will only consider selling Bitcoin when its stock price falls below net asset value and it is unable to secure new funding. However, he emphasized that this is not a shift in its long-term policy or an active dumping plan, but rather a "financial decision" that is made only in extreme market conditions and when the capital environment deteriorates. Strategy has launched a new "BTC Credit" dashboard this month in response to recent market concerns about its liabilities and liquidity. The company claims that even if Bitcoin prices remain depressed over the long term, its debt structure and cash flow coverage remain robust. (Cointelegraph)

The first data cross-border service center in the central urban area of Shanghai was inaugurated in Jing'an District on November 29, marking an important progress for Shanghai in the field of cross-border data flow, aiming to provide compliance support for enterprises and promote the construction of the district-level cybersecurity system.

Golden Finance reports that Cathie Wood, the CEO and Chief Investment Officer of ARK Invest, stated that the company's prediction of a $1.5 million price for Bitcoin during the bull run remains unchanged. She pointed out that since the end of the U.S. government shutdown, $70 billion has flowed back into the market, and with the normalization of the Treasury's general account, an additional $300 billion is expected to flow back in the next five to six weeks.

The European Union has launched a series of stringent reporting regulations for digital assets, which will reshape the operational models of crypto assets companies in the EU. Regulators aim to prevent tax evasion and financial crime, but the new rules significantly undermine the privacy protection of crypto assets. According to the revised Directive on Administrative Cooperation (DAC8), starting from January 1, 2026, digital asset operators must comply with mandatory reporting obligations. Exchanges and wallet providers are required to provide standardized trading data to regulatory authorities; even if an operator is deregistered, user information will still be retained. The new implementing regulation (EU) 2025/2263 requires the disclosure of information using a fixed computer format, with each registered operator receiving a unique 10-digit identification code to enable regulatory authorities to track the flow of funds more effectively. Member states are also required to submit annual assessment reports to ensure regulatory consistency and automatically share data, thus placing greater pressure on encryption privacy.

PANews, November 28 – Cobo announced a donation of 1 million HKD equivalent in stablecoin for fire rescue and community rebuilding in Tai Po, Hong Kong. They are collaborating with the Hong Kong Red Cross to launch a dedicated "Compliance Blockchain Charity Wallet" to ensure that the donations are publicly transparent and traceable throughout the process. The wallet is now open to the public, allowing individuals to transfer donations directly to it, with all funds being used for the related rescue efforts. Cobo stated that they will continue to follow the flow of donations and the progress of post-disaster rebuilding, and are willing to provide free technical support to charitable foundations in need of blockchain donation channels.

According to ChainCatcher news, a recent research report by CryptoQuant indicates that the total supply of ERC20 stablecoins has surpassed $160 billion in 2025, reaching a historical high, which is considered a key indicator for predicting Bitcoin price movement. The research points out that compared to the global M2 Money Supply, the supply of stablecoins shows a more significant correlation with Bitcoin price movement. The report analyzes that stablecoins, as the main source of liquidity in the crypto market, can reflect the flow of investor funds more quickly and directly, and their supply growth often precedes the rise in Bitcoin prices. During the bull run in 2021 and the market recovery in 2024-2025, the growth of stablecoin supply clearly preceded the rise in Bitcoin prices. The CryptoQuant research team states that the current supply of stablecoins is at a historical high, indicating the underlying purchasing power of the market.

Odaily News Polygon's Global Head of Payments and RWA Aishwary Gupta believes that global stablecoins are entering a "Supercycle," with the number of stablecoin issuers potentially exceeding 100,000 in the next five years. Gupta pointed out that Japan is participating in government bonds and policy stimulus pilots through stablecoins like JPYC, demonstrating that stablecoins can become tools of national economic sovereignty rather than undermining Central Bank power. He stated that stablecoins, like fiat, are affected by monetary policy and essentially enhance the global demand for a country's currency, similar to how stablecoins drive the use of the US dollar. Gupta also warned that stablecoin yields are attracting low-interest deposits (CASA) in the banking system to flow on-chain, weakening banks' ability to create credit and maintain low-cost capital. To respond to competition, he expects banks to issue "deposit tokens" on a large scale to retain funds within their own assets.

BlockBeats news, on November 27, wealth management company Swissblock stated that Bitcoin had low Trading Volume and high Fluctuation during Thanksgiving, presenting a good opportunity for tactical operations rather than a structural trend. When macro Liquidity and capital flow remain weak, these Fluctuations should be viewed as "noise" rather than market signals.