Good night family. May this red packet bring warmth peace and small smiles to your hearts. Rest well dream big and wake up ready for a brighter tomorrow together. $PEPE
Bitcoin faces pressure as long-term holders sell $300B in BTC
Bitcoin is facing renewed pressure as long-term holders continue to offload large volumes of coins into a weakening market, according to new on-chain data from multiple analytics firms. Data from K33 Research shows that in 2025 alone, nearly $300 billion worth of previously dormant Bitcoin has re-entered circulation. Much of this supply comes from coins that had not moved for years, signaling a significant shift in behavior among long-term holders who are typically seen as the market’s most conviction-driven participants. The renewed selling comes more than two months after Bitcoin hit a record high above $126,000. Since then, the token has fallen nearly 30%, struggling to establish firm support levels amid declining liquidity and weaker demand. Analysts say persistent distribution from long-term holders is emerging as a key factor behind the downturn. According to CryptoQuant, the past 30 days have marked one of the heaviest periods of long-term holder distribution in more than five years. Historically, similar waves of selling were often absorbed by strong inflows into spot Bitcoin exchange-traded funds (ETFs), as well as sustained buying from crypto-focused investment firms. That dynamic, however, appears to be shifting. Spot Bitcoin ETF flows have recently turned negative, derivatives trading volumes have declined, and retail participation has weakened. With fewer large buyers stepping in, the additional supply from long-dormant wallets is now hitting a more fragile market structure. Market observers note that long-term holders tend to sell during periods of high profitability or when macro and liquidity conditions begin to deteriorate. The current environment, characterized by reduced risk appetite and fading speculative activity, suggests that some early investors may be locking in gains accumulated over multiple market cycles. The imbalance between rising supply and softening demand has raised concerns about near-term price stability. Without renewed inflows from institutional or retail investors, analysts warn that Bitcoin could remain under pressure as the market works to absorb the excess supply. While long-term holders still control a significant share of circulating Bitcoin, continued distribution at current levels could prolong volatility. For now, traders are closely watching on-chain indicators and fund flow data to assess whether demand can recover quickly enough to sta bilize prices. $BTC
More than 100 Crypto ETPs expected in 2026, many won’t survive
More than 100 cryptocurrency exchange-traded products (ETPs) are expected to launch in 2026, but a significant portion of them may fail to survive due to weak investor demand, according to a leading ETF analyst.
Bloomberg Intelligence analyst James Seyffart said he agrees with a recent prediction from crypto asset manager Bitwise that the coming year will see an explosion of new crypto-linked ETFs and ETPs.
However, Seyffart warned that many of these products are unlikely to gain enough traction to remain viable in the long term.
“We’re going to see a lot of liquidations in crypto ETP products,” Seyffart said on Wednesday. “That might happen at the tail end of 2026, but it’s more likely by the end of 2027.”
Seyffart noted that issuers are aggressively filing new products with U.S. regulators, with at least 126 crypto ETP applications currently awaiting decisions from the Securities and Exchange Commission.
The surge reflects growing confidence among asset managers following the approval and success of spot Bitcoin ETFs earlier this year, which attracted billions of dollars in inflows.
However, analysts caution that not all crypto ETPs will benefit from the same level of investor interest. While Bitcoin and, to a lesser extent, Ether products have demonstrated strong demand, more niche offerings tied to alternative tokens, thematic strategies, or complex derivatives may struggle to attract assets under management.
ETF closures are common across traditional markets when products fail to reach critical mass, and crypto-linked ETPs are expected to follow a similar pattern.
Products with low trading volumes often face high operational costs, making them economically unsustainable for issuers.
Bitwise’s forecast suggests that asset managers are currently “throwing products at the wall” in hopes of capturing market share in a rapidly evolving regulatory environment. But Seyffart emphasized that market forces will ultimately determine which offerings survive.
As competition intensifies, investors are likely to gravitate toward highly liquid, low-cost products with clear exposure to major digital assets.
Analysts say the coming years could see a wave of consolidation, leaving only a handful of dominant crypto ETPs after the initial surge fades.
For now, the crypto ETF race continues, but longevity may prove just as challenging as regulatory approval.
Crypto traders have struggled to gauge the market in the past 24 hours as Bitcoin's BTC $86,582.21 price has unusually fluctuated between $86,000 and $90,000. Trading could become more exciting after Thursday's key US inflation data for November. This will provide a fresh look at price pressures in the economy as a record government shutdown has canceled October's data and left the Federal Reserve in the dark.
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Securitize to offer first fully onchain trading for real public stocks in early 2026
Securitize will offer of what it calls the first fully compliant onchain trading platform for real public stocks in early 2026, blurring the lines between traditional markets and Web3 infrastructure. The company’s system allows investors to directly own tokenized shares of public companies, issued and recorded onchain, and tradable through a blockchain-based interface, according to an announcement on Tuesday. Unlike synthetic token models that track stock prices via offshore entities or derivatives, Securitize’s approach offers full legal ownership. Each share is issued by the company itself and logged on its official cap table, the firm said. “This is not a synthetic price tracker or an IOU against a custodian,” Securitize wrote in its announcement. “These are real, regulated shares: issued onchain, recorded directly on the issuer’s cap table, and tradable through a familiar Web3 swap-style experience.” That means token holders get real shareholder rights, including dividends and voting privileges, and their assets sit under self-custody, with no middlemen rehypothecating shares behind the scenes. The assets are, nevertheless, permissioned and can only be transferred between compliant, whitelisted wallets. Trading will happen via a swap-style interface that mirrors the look and feel of decentralized finance (DeFi) tools, but an Securities and Exchange Commission (SEC)-registered broker-dealer and transfer agent backs the transactions, the firm added. During U.S. market hours, prices will reflect those on major exchanges, with trades required to match the National Best Bid and Offer. Outside those hours, an automated market maker determines prices based on real-time demand, creating a 24/7 market that doesn’t pause for holidays or weekends. The move builds on Securitize’s earlier work with Exodus (EXOD), the first public company to issue stock natively onchain in late 2024. Though only select stocks will be available at first, the company says it’s looking to build on its approach to become a standard for tokenized public equity. #SECURITIZE
Binance Square's New Mindshare System: A New Era of Transparency and Fairness for Creators
Binance Square has introduced significant changes to its Mindshare and Leaderboard systems, aimed at creating a more transparent, fair, and standardized environment for creators. These updates are particularly welcome for users who produce consistent and quality content but previously could not fully benefit.
Saylor’s Bitcoin stash will be very hard for anyone to match
Michael Saylor’s Strategy has been buying so much Bitcoin for so long that it is unlikely any public company will be able to catch up, according to Bitcoin entrepreneur Anthony Pompliano. “Very hard to see that happening,” Pompliano said on The Pomp Podcast published to YouTube on Tuesday. Strategy holds 671,268 Bitcoin out of the total 21 million supply, valued at about $58.61 billion at the time of publication, according to Saylor Tracker. Strategy announced Monday that it acquired 10,645 Bitcoin for $980.3 million, paying an average price of $92,098 per coin. “Is it possible? Absolutely. Is it likely? I don’t think so,” he said. Strategy holds around 3.2% of Bitcoin’s supply, which Pompliano said is “a big number, but it’s also a small number.” “It’s not like they own 10%,” he said. Strategy’s Bitcoin holdings have caused some concerns However, Pompliano said that there are certain things that public companies could do, such as “tap capital markets,” but said that Saylor’s initial Bitcoin purchase in 2020 totaled around $500 million, when Bitcoin was trading between $9,000 and $10,000.
That purchase alone is now worth over $4.8 billion as Bitcoin is now trading at $87,578. “So if you have 9X or 10X the amount of money for every purchase that they made, you gotta raise hundreds of billions of dollars, or you got the greatest business in the world that’s throwing hundreds of billions of dollars,” he said. Strategy unlikely to sell Bitcoin until 2065: CEO Pompliano also addressed concerns around Strategy’s growing share of Bitcoin holdings, explaining that some observers worry about the company’s potential ability to influence the price of the asset. However, Strategy CEO Phong Lee recently told CNBC that the company probably won’t sell any Bitcoin until at least 2065. Meanwhile, Saylor has often said in X posts that he is “going to be buying the top forever.” Many market participants view Strategy’s Bitcoin purchases as a bullish signal for Bitcoin’s price. However, the company executes its significant purchases through over-the-counter (OTC) desks, which are designed to absorb large flows without impacting the market. $BTC
APRO Oracle Alliance and the Need for Trusted Data in Blockchain Systems
Blockchain systems rely on data to function correctly. Smart contracts decentralized applications and automated processes all depend on information from outside the blockchain. This is where oracle systems become important. The APRO Oracle Alliance focuses on building trust around this data flow.
The idea behind the APRO Oracle Alliance is cooperation. Instead of one single oracle source the alliance promotes shared standards and collective responsibility. This approach reduces dependency on isolated data providers.
APRO plays a role as a coordinator within this alliance. It helps align different participants under common principles. These principles focus on accuracy transparency and consistency.
Trusted data is not just a technical issue. It is a foundation of user confidence. When data inputs are reliable systems behave as expected. The APRO Oracle Alliance works toward this reliability.
Another key concept is resilience. Data systems face disruptions. An alliance model allows multiple sources to support each other. This improves system stability.
The alliance also supports innovation. Developers can build applications knowing that data standards are clear. This lowers development friction.
APRO Oracle Alliance does not replace existing oracle solutions. It aims to connect them. This cooperative model strengthens the ecosystem.
By joining the APRO Oracle Alliance participants contribute to a shared goal. That goal is dependable data infrastructure for decentralized systems.
As blockchain use expands trusted data becomes essential. The APRO Oracle Alliance represents a step toward organized and responsible data coordination. @APRO Oracle #APRO $AT
Understanding Lorenzo Product Strategy Through USD1+ OTF stBTC and enzoBTC
Lorenzo recent product introduction offers insight into how the project views financial system design. USD1+ OTF stBTC and enzoBTC are not random additions. They represent a strategic framework.
Modern digital finance requires balance. Systems must support stability exposure and coordination. Lorenzo addresses these needs through specialized products.
USD1+ OTF focuses on value consistency. It supports users who require steady interaction without high volatility. This role is essential for ecosystem stability.
stBTC reflects a structured approach to Bitcoin related participation. Rather than direct exposure stBTC integrates Bitcoin logic into Lorenzo framework. This allows better system alignment.
enzoBTC operates as a coordination tool. It supports interaction across the ecosystem. This helps maintain balance between different components.
The key idea behind this suite is separation of roles. Each product does one job well. This reduces overlap and confusion.
Lorenzo product strategy emphasizes system harmony. Products are designed to work together. This reduces internal friction.
Another important concept is scalability. A system with clear product roles can grow more easily. New components can be added without disrupting existing ones.
User experience also benefits. When products have defined purposes users make informed choices. This improves confidence.
Lorenzo avoids excessive innovation for its own sake. Instead it refines known financial concepts within a structured environment.
This product launch reflects discipline. It shows that Lorenzo prioritizes sustainability over speed.
As digital finance evolves systems with clear product architecture may become more valuable. Lorenzo new suite positions it well within this direction. @Lorenzo Protocol #LorenzoProtocol #lorenzoprotocol $BANK
How Kite AI is Building the Foundation Layer for Global AI Development
Artificial intelligence is growing across the world. Many teams build models tools and applications. What is missing is a shared foundation. Kite AI is working to address this gap by focusing on infrastructure rather than surface level products.
Most AI systems today operate in isolated environments. Data models and workflows remain fragmented. Kite AI approaches this problem by building a base layer that supports cooperation and consistency. This foundation allows developers to focus on innovation instead of rebuilding basic systems.
Kite AI does not position itself as a finished solution. It acts as a framework. This framework supports the creation deployment and coordination of AI systems across regions and industries.
One important concept behind Kite AI is neutrality. The platform is designed to support many use cases without forcing a single direction. This allows developers to build tools that reflect local needs while still operating on a shared structure.
Another core idea is scalability through order. Kite AI focuses on clear rules and predictable behavior. This helps AI systems grow without creating confusion or conflict.
The foundation layer approach also improves trust. When systems follow shared standards users can understand how decisions are made. Transparency becomes easier to maintain.
Kite AI also considers long term sustainability. AI development consumes resources. A shared foundation reduces duplication and waste. This supports responsible growth.
Rather than chasing rapid deployment Kite AI invests in reliability. This mindset reflects maturity. Strong foundations take time to build.
As AI becomes more global systems like Kite AI may become essential. A foundation layer allows innovation to spread without losing structure.
Kite AI is not about controlling AI development. It is about enabling it in a balanced and organized way. This approach aligns with the future needs of global technology. @KITE AI #KITE $KITE