🇺🇸 The capitalization of tokenized US bonds has increased 50 times
🔼 According to data from Token Terminal, since the beginning of 2024, the total market capitalization of tokenized treasury products in the US has risen from less than $200 million to nearly $7 billion by the end of 2025.
This growth of 50 times highlights the rapid acceleration of blockchain adoption for government debt instruments.
✅ The market leader is the BUIDL fund from BlackRock. Other significant players include USYC from Circle, USTB from Superstate, and OUSG from Ondo Finance. $LINK $ONDO $USDC
— The market is maturing. The hype era around new L1/L2 blockchains is coming to an end, and value is now focused on applications that are truly in demand by users.
— Most new blockchains will struggle to retain users and create sustainable ecosystems, leading to the underperformance of their tokens.
— Staking and prediction platforms will become the key narrative of 2026. Success will be achieved by those who can establish better partnerships and attract audiences.
— DeFi is shifting from speculative assets to real income — protocols will start sharing profits with holders and buying back their tokens from the market.
— The real asset (RWA) sector is slowly but steadily growing — tokenized assets are starting to see real demand, although a mass boom is not yet expected.
— Applications are becoming more important than the blockchains themselves — convenience and interface quality are becoming key factors in the battle for users. L2s are turning into specialized solutions for specific products.
📣Donald Trump will make a statement today at 23:30 UTC+2
The topic of the speech is still unknown. Alongside Trump on stage will be Defense Minister Pete Hegseth and Navy Chief John Felan. An hour before the event, Trump will receive a closed intelligence briefing. This statement draws attention against the backdrop of rising tensions around Venezuela, which is attracting interest from markets and the media. $TRUMP
The company OpenAI has secured up to 40% of the world's total DRAM supply for years to come. The company has entered agreements with Samsung and SK Hynix, which produce about 70% of the world's DRAM. Under these contracts, OpenAI receives approximately 900 thousand wafers per month — this amounts to tens of millions of modules and up to half of the global DRAM production.
The memory is purchased at the wafer level, rather than as finished chips, to bypass other customers. They are used for AI data centers and the Stargate project. The contracts are valid for at least until 2029, with possible extensions. Cheap DRAM will become scarce in the future. $RENDER
Throughout the history of the protocol, swaps have been made by 232 million unique addresses — considering versions V1–V4 and all networks, including Ethereum, Polygon, Arbitrum, Optimism, and Base.
No other DeFi protocol has even come close to such a scale. $UNI
🇧🇷 The cryptocurrency market in Brazil grew by 43%
📈 According to the report from Mercado Bitcoin, in 2025, the total volume of cryptocurrency transactions in Brazil increased by 43%, and the average investment amount per user exceeded $1000.
➡️ 18% of investors allocated funds across more than one asset, indicating a gradual shift towards diversification.
➡️ Bitcoin remains the most traded asset, followed by USDt, Ethereum, and Solana. $BTC
Trump stated that he is no longer concerned about how women look, because in politics, complimenting the opposite sex is a road to death:
I am a very aesthetic person, believe me. Except for women. I don't care how a woman looks. I used to say 'beautiful'. Now I don't care about that. Since I got into politics, I never mention appearance anymore. Even the most beautiful woman can walk by — I don't even look at her anymore, because in politics it is a sign of death. $TRUMP
💥 Solana is becoming a leader in economic efficiency
Solana has surpassed Ethereum in annual revenue, and according to DeFi Development Corp, the gap could grow to $1.4 billion compared to $522 million.
👉 Anatoly Yakovenko, the founder of Solana, believes that the future of layer one blockchains depends not on narratives, but on real revenues and execution efficiency. $SOL
‼️ Tether begins development of an AI-based cryptocurrency wallet
💵 Tether CEO Paolo Ardoino announced that the company is hiring a lead software engineer to create a mobile AI-based cryptocurrency wallet that will utilize WDK and QVAC technologies.
The integration of these tools developed by Tether allows for the creation of a network of crypto wallets that are independent of cryptocurrency exchanges and cloud technologies.
"Funds will be stored with the AI agent, and the AI agent will work for me. It will not operate on someone else's terms," Ardoino wrote on his X page.
✅ The announcement indicates Tether's ongoing expansion into the integration of AI and cryptocurrencies, which could impact the broader cryptocurrency market. $SUI
The user decided to transfer funds between their wallets and copied the address from the transaction history. After a test transfer of $50, the scammer launched an address poisoning attack by creating a wallet with the same first and last 4 characters.
As a result, the victim copied the fake address and transferred $50 million to the scammer.
Conclusion: never copy addresses from transaction history. $ETH
The Delaware Supreme Court granted Elon Musk approval to receive a compensation package from Tesla. This package was approved back in 2018 and was then valued at $56 billion. Due to the rise in TSLA shares, its value now amounts to $140 billion.
This is one of the largest rewards in history. In November, shareholders also approved a new plan for Musk worth $1 trillion for the next decade. $APT
The price of silver has reached $67 for the first time. Also, since the beginning of the year (YTD), the price of silver has increased by +132.5%. This is the second strongest YTD growth (result #1 - 1979, with an increase of +361%). $XAU
🔮 Fidelity: Bitcoin could enter a bear market in 2026
Fidelity Investments' Director of Global Macro Strategy, Jurrien Timmer, suggested that in 2026, BTC may enter a bear phase with a minimum around $65,000.
According to him, such a scenario reflects the maturity of Bitcoin adoption and could lay the foundation for more stable long-term growth. $BTC
The CEO of Tether believes that disappointment in AI may impact traditional and crypto markets, as BTC still correlates with the stock market.
AI companies are spending huge amounts on data centers and GPUs, investments may not pay off and sharply reduce market sentiment, although, at the same time — a massive crash is unlikely to occur, as institutional investors still have a heightened interest in crypto and make it more resilient than in previous cycles.
But one thing is certain — if AI does not meet investor expectations, then the S&P may begin a prolonged correction, which is unlikely to have a positive effect on the crypto market. $BTC