1. Today's CME 'FedWatch' data shows that the probability of the Federal Reserve cutting interest rates by 25 basis points in January next year is 21%, while the probability of maintaining the current rate is 79%.


2. BitMine increased its holdings by 98,800 ETH last week, bringing its total holdings to 4.066 million ETH. Strategy may not have increased its Bitcoin holdings last week, with USD reserves rising to $2.19 billion. Strategy's BTC current cost price is $74,972, and BitMine's ETH cost price is $3,884.


3. The Uniswap fee switch proposal has reached the threshold for approval and will take effect this week, initiating a protocol fee-driven UNI buyback and burn mechanism.


4. Messari's 2026 research report provides insights into the trends of the seven major sectors in crypto: Cryptomoney, TradFi, Chains, DeFi, AI, DePIN, and consumer applications.


5. The proportion of U.S. household stocks to net assets exceeds real estate, marking the third time in the past 65 years.


6. Wall Street giant JPMorgan is assessing the possibility of offering cryptocurrency trading services to its institutional clients; Ghana has legalized the use of cryptocurrency through legislation.


7. In the context of unilateral sanctions by the U.S., 80% of Venezuela's oil sales revenue is settled through USDT.


8. Pendle's funding rate trading platform Boros announced that the amount of open contracts for the protocol has exceeded $200 million, setting a historic high. Since its launch in August, in just about 4.5 months, the nominal trading volume on the platform has also surpassed $6.3 billion.


9. Opinion: Dalio stated in a podcast with Nikhil Kamath that "central banks and many other institutions are unlikely to hold a significant amount of Bitcoin." Dalio pointed out two major concerns: the issue of trading transparency and the risk that Bitcoin could be hacked.


#加密市场观察