Nick Timiraos: Forecast shows US December PCE inflation rose 0.37% month-on-month

Standard Chartered Bank predicts the impact of stablecoins! The U.S. Treasury Department may suspend 30-year bonds for three years

Standard Chartered's latest report reveals that stablecoin issuers are rapidly increasing their demand for U.S. short-term government bonds. It is projected that by the end of 2028, this new demand will reach 1 trillion dollars. Including the Federal Reserve's bond purchase program, the total demand for short-term government bonds could surpass 2.2 trillion dollars. This structural shift may force the U.S. Treasury to reallocate its debt portfolio or even suspend 30-year bond auctions for up to three years.

Bitcoin spot ETF experiences five consecutive weeks of net outflows, marking the longest outflow since early 2025.

Last week, the US Bitcoin spot ETF experienced a net outflow of approximately $316 million, marking five consecutive weeks of outflows and the longest streak since early 2025; Ethereum ETFs also saw net outflows. In contrast, altcoin ETFs performed better, with Solana and XRP both experiencing small net inflows. Trump’s policies influenced Bitcoin price fluctuations, sparking market concerns over risk assets.

Tariff Variables and AI Impact: US Stocks Drop, Bitcoin Falls to 63K

U.S. stocks generally declined due to the potential disruptive risks of artificial intelligence and adjustments in U.S. tariff policies, with the S&P 500 index dropping over 1% and IBM's stock price plummeting. Bitcoin continued to slide, falling to $63,888, as market fear intensified, and overall market capitalization decreased by 3.38%. Investors are focusing on tariff trends and NVIDIA's earnings report.

Analysis: Bitcoin treasury companies have sold off for three consecutive weeks for the first time, which may lead to increased short-term pressure on BTC.

ChainCatcher News reports that, according to market sources, Bitcoin's treasury companies have experienced three consecutive weeks of selling for the first time in history. This suggests that Bitcoin prices may face increased short-term pressure. If the market does not see new demand, prices could approach the "new bear market lows." Analysts point out that macroeconomic uncertainty and ETF capital outflows further suppress demand. Last week, Trump announced an increase in global tariffs from 10% to 15%, which exacerbates the decline in market risk appetite. However, in the long term, this correction may help clear leveraged positions and speculative holders, resetting the market structure.

Metaplanet CEO: AI Drives Capital Concentration, Bitcoin May Become Digitally Held Capital by Machines

Metaplanet CEO Simon Gerovich stated that the positive calculation of productivity benefits and the concentration of capital owners will lead AI agents to bypass traditional financial systems and choose digital assets like Bitcoin as a store of value. This trend is expected to accelerate.

Standard Chartered Bank: The market capitalization of stablecoins will reach $2 trillion by the end of 2028, bringing an additional $0.8 trillion to $1 trillion in demand for U.S. Treasury bonds.

Standard Chartered Bank research shows that stablecoin issuers could become the largest buyers of U.S. Treasury bonds, with the stablecoin market cap expected to reach $2 trillion by 2028. This expansion could generate an additional demand of approximately $0.8 to $1 trillion for Treasury bonds, and an excess demand of $0.9 trillion may emerge over the next three years.