What expectations are there for Bitcoin in early 2026? Will seasonal benefits still materialize?
Author: Blockchain Knight
The first quarter of 2026 brings new expectations for Bitcoin, driven not by the launch of bank stablecoins, but by the accelerated opening of traditional wealth channels. Vanguard Group and Bank of America have successively relaxed restrictions on crypto investments, and combined with seasonal benefits, this is expected to hedge against market turbulence at the end of 2025.
Vanguard Group, managing $11 trillion in assets, lifted its ban on crypto investments in early December, opening up spot ETF trading for Bitcoin, Ethereum, and more to 50 million clients. Although it does not issue its own crypto products, its large retail coverage capacity injects potential incremental growth into the market.
By 2026, 100 cryptocurrency ETFs will emerge... warning of 'more than half being liquidated early'
It is expected that over 100 cryptocurrency ETFs (exchange-traded funds) will be launched in the US around 2026, but forecasts indicate that many of these products may quickly disappear due to insufficient demand.
Bloomberg analyst James Seyffart stated on his social media on Wednesday that he agrees with the predictions from cryptocurrency asset management company Bitwise, saying, 'We will see many liquidation cases in the cryptocurrency ETP (exchange-traded product) market,' and noted, 'After sales fully commence, it is expected that a large number of products will be withdrawn by the end of 2026 or at the latest 2027.' According to Seyffart, there are currently over 126 ETP listings under review by the US Securities and Exchange Commission (SEC).
Bitcoin's decline continues... Ethereum and Ripple are weak, only Solana remains strong
The global cryptocurrency market is currently undergoing an overall adjustment phase. Bitcoin (BTC) is currently trading at around 12.796 million won, down 0.7% in the last 24 hours. Ethereum (ETH) and Ripple (XRP) have experienced larger declines, while Solana (SOL) remains strong, attracting the attention of investors.
Bitcoin has retreated from its recent high, currently trading near 12.796 million won. Market analysts have suggested the possibility of further adjustments to around 10 million won in the future, which is interpreted as a healthy correction influenced by macroeconomic factors such as the supply shift from institutional investors. Technical analysis shows that the Bitcoin chart has displayed overbought RSI (Relative Strength Index) signals and bullish divergence, also sparking discussions on the possibility of a rebound.
December 17, 2025 Cryptocurrency and Traditional Market Trading Dynamics
Coming soon
Coinbase lists Theoriq token (THQ)
Coinbase announces that it will launch Theoriq token THQ spot trading. If liquidity conditions are met, the THQ-USD trading pair will open later that evening. This marks yet another AI+Web3 project entering the mainstream exchange spotlight, and the market remains focused on THQ's short-term liquidity performance.
Coin-stock linkage and RWA progress
Securitize plans to launch on-chain 'real' stocks
Securitize announces that it will launch on-chain stock products in the coming months, with a target launch date in the first quarter of 2026. The product will issue 'real, regulated shares' directly recorded in the issuer's equity structure, with holders enjoying full shareholder rights (including dividends, proxy voting, etc.). Securitize emphasizes that this is not a synthetic asset, price tracker, or custodial IOU, but rather a legally recognized on-chain share, aimed at completely eliminating the barriers between traditional shares and on-chain tokens. This news further reinforces the long-term narrative of RWA (real-world assets) sector.
Cryptocurrency Market Overview | October 17, 2025: Key Trading Signals
Amidst continued volatility in the cryptocurrency market, late October 2025 saw several significant events, including new token launches, airdrop announcements, exchange expansions, and institutional Bitcoin reserve plans. These developments not only reflect the market's enthusiasm for AI, DeFi, and meme assets but also highlight the reality of coexisting regulation and risk. Here are the key highlights of the week.
Newly launched and contract trading: Astra Nova (RVV) leads the way
Binance, a leading global exchange, will launch spot trading of Astra Nova (RVV) on its Alpha platform at 21:00 (UTC+8) on October 18, 2025, and will also launch RVV/USDT perpetual contracts at 21:30, with leverage up to 50x. This will be Binance's first platform to announce support for RVV contract trading, marking the official entry of this AI-driven entertainment ecosystem into the mainstream trading arena. Astra Nova combines NVIDIA AI, the experience of the Shiba Inu team, and a partnership with the Saudi city of NEOM. Its TokenPlay.ai platform has already attracted 250,000 creators, and the total supply of RVV is 100 billion. The TGE (Token Generation Event) will launch at 13:00 (UTC) on the same day.
Decoding Coinbase's "Super App" Strategy: The Technical Architecture Blueprint of the Universal Exchange
Coinbase recently announced plans to create a "universal exchange," aiming to integrate stocks, prediction markets, perpetual contracts, and decentralized trading into one platform. Many in the market are discussing this business strategy, but for technical personnel, the real value lies in understanding the underlying technical architecture. How can traditional stock clearing systems be securely connected to blockchain networks? How can decentralized trading aggregators like Jupiter be integrated into centralized platforms? More importantly, what new technical standards, APIs, and infrastructure needs will arise from this massive expansion? Let’s analyze the technical blueprint that Coinbase is constructing and see what it means for builders in the entire ecosystem.
Why are acquisitions of cryptocurrency projects not interested in tokens anymore?
Written by: Cookie
The day before yesterday, the Interop Labs team (the initial developers of Axelar Network) announced that they were acquired by Circle to accelerate the development of their multi-chain infrastructure Arc and CCTP.
In theory, being acquired is a good thing. However, the further details provided by the Interop Labs team in the same tweet have caused a stir. They stated that the Axelar network, foundation, and AXL token will continue to operate independently, and its development work will be taken over by CommonPrefix.
In other words, the core of this transaction is that 'the team is incorporated into Circle' to promote the application of USDC in the fields of privacy computing and compliant payment, rather than an overall acquisition of the Axelar network or its token system. The team and technology were bought by Circle. Your original project is not something Circle is concerned with.
Techub News message, Aster will enter the fifth phase airdrop, which is named Crystal, marking the lowest emission airdrop to date. The fifth phase will last for 6 weeks, starting from December 22, 2025, Hong Kong time, and ending on February 1, 2026. The allocation ratio is 1.2% of the total supply, with an optional 3-month vesting period.
After researching how to introduce leverage in prediction markets, I found that this question is almost unsolvable.
Source: Nick-RZA
Compiled by: Azuma (@azuma_eth), Planet Daily
Editor's Note: This week, while sorting through new projects that emerged during the Solana Breakpoint cycle, I noticed that some prediction markets focusing on leverage features are emerging. However, looking around the market, the current situation is that leading platforms generally shy away from leverage features; new platforms claiming to support these features often have issues such as low multiples and small pools.
Compared to another hot track, Perp DEX, it seems that the leverage space in the prediction market track has not yet been effectively explored. In the highly risk-tolerant cryptocurrency market, this situation is extremely incongruous. Therefore, I started collecting information to find answers, during which I came across two very high-quality analytical articles. One is a research report by Kaleb Rasmussen from Messari (Enabling Leverage on Prediction Markets), which provides a very thorough argument but is too lengthy and contains too many mathematical calculations to translate conveniently; the other is by Nick-RZA from Linera (Everyone's Promising 20x Leverage on Prediction Markets. Here's Why It's Hard), which is more concise and accessible but sufficiently addresses the leverage problem in prediction markets.
I am not saying that prices will go to zero, nor that blockchain will stop producing blocks, or that stablecoins will quietly disappear. What I mean is a certain very uncomfortable fact for those like me who have been deeply involved in this industry for the past decade.
My career, my connections, and even a large part of my self-identity revolve around 'crypto'. I have experienced the ICO (Initial Coin Offering) boom, the DeFi (Decentralized Finance) summer, the NFT craze, the points metaverse, meme coins... I have almost participated in all these waves.
Ethereum will push to raise the gas limit to 80000000 in January next year... Improvement in processing capacity is expected after the BPO hard fork.
The transaction processing speed of the Ethereum (Ethereum) network is expected to improve again at the beginning of next year. It is reported that developers are discussing a plan to raise Ethereum's 'gas limit' from the current 60000000 to 80000000 in January next year.
Christine Kim, Vice President of Research at Galaxy Digital, revealed in an article summarizing the recent 'Core Developers All Hands' meeting that developers from Nethermind stated that preparations should be made to increase the gas limit after the scheduled 'BPO hard fork' on January 7.
The gas limit refers to the maximum computational capacity that an Ethereum block can handle. The higher this value, the more transactions or smart contracts a single block can contain. This will directly lead to an increase in the blockchain's processing capacity.
Unleashing X402 with Yooldo: Revolutionizing the Web3 Gaming Experience
Yooldo is a Web3 gaming platform that continuously enhances user convenience and innovative business models. To achieve this goal, we have integrated X402 into our MCP server. This integration development has now been completed and is in the testing phase. We plan to start public testing soon, allowing users worldwide to experience our upgraded platform.
First to integrate X402 into the gaming field
Currently, X402 has the most active native support in the Base ecosystem, and we are very pleased that Yooldo is one of the first platforms to support X402 in gaming scenarios. Starting from this update, Yooldo will support Base as the core chain X402 in its ecosystem, allowing players to enjoy smoother and lower-cost micropayments in games.
What content is included in the expert report on the cryptocurrency theft case?
Written by: Zhu Tonghui, Wu Tong
Note: For ease of friendly reading, all wallet addresses, IDs, and Excel file names in the article are represented by the first four characters.
Zhu Tonghui, Wu Tong: Review of Virtual Currency Data on Li's Suspected Theft of 108 Bitcoin
Table of Contents
1. Basic Information
2. Commission Situation
3. Definition of Terms
4. Review Process and Corresponding Conclusions
(1) The relationship between the electronic data verified by the Library God company and the hardware wallet 1. Binding status of the hardware wallet and wallet address in the Library God verification document 2. Use of hardware wallets by Yang
Will Pump.fun be able to tell a new story next year?
Written by: Simon
Compiled by: Deep Tide TechFlow
The following content is excerpted from Delphi's upcoming (2026 Application Foresight Report), focusing on Pump(.)fun – one of the consumer applications we are most interested in next year.
Many things have changed since we published our initial Pump report (before its funding round). Many of our predictions have come true, but there have also been areas where we've fallen short, disappointing users and investors. However, the core challenges facing Pump remain the same.
To realize Pump's grand vision, the team needs to find a balance between the short-term profit-driven nature of the crypto industry and its long-term vision for the platform. It's worth noting that once a project launches its token, its operating environment changes; the token itself becomes a separate product, inherently reflexive, and continuously influences user expectations—Pump is no exception.
SEC Division of Trading and Markets Issues New Statement on 'Crypto Asset Securities Custody'
Techub News reports that the U.S. Securities and Exchange Commission (SEC) Division of Trading and Markets has issued a statement (regarding the custody of crypto asset securities by broker-dealers) explaining the applicability of 'physical possession or control' in the context of 'crypto asset securities' under the customer protection rule 15c3-3(b)(1) of the Securities Exchange Act. The statement indicates that, in specific circumstances, the Division will not oppose broker-dealers recognizing that they have 'physical possession' of the relevant assets in customer accounts, including the broker-dealers' ability to directly access and have the capability to transfer such crypto asset securities on the relevant distributed ledger network, as well as to establish and enforce written policies to evaluate and continuously review the distributed ledger technology and network they rely on.
Techub News reports that Paul Grewal, Chief Legal Officer of Coinbase, tweeted that the Competition Commission of India (CCI) has approved Coinbase's acquisition of a minority stake in DCX Global, the parent company of Indian crypto platform CoinDCX. Grewal stated that this move will deepen Coinbase's long-term partnership with CoinDCX. Although the specific shareholding percentage has yet to be announced, Coinbase denied previous reports of a $1 billion full acquisition of the company.
Hong Kong Web3 Daily Must-Read: HashKey Holdings Officially Listed in Hong Kong; RedotPay Completes $107 Million Series B Funding Round.
Compiled by: Nona, Techub News
TinTinLand
Fear of Greed Index: 17 (Extreme Panic) Bitcoin price: $85,940 BTC/ETH Spot ETF Fund Flows (December 17) Net outflow of BTC: $45.37 M ETH net inflow: 0
Hongkong
BTC/ETH Spot ETF Fund Flows (December 17)
Net BTC subscriptions: 0 BTC
Net ETH subscriptions: 0 ETH
The Hong Kong court has postponed the hearing of the US$206 million JPEX fraud case until March.
In the JPEX fraud case in Hong Kong, prosecutors have been granted an adjournment until next year to allow for the review of case files at a hearing on Monday at the Eastern Magistrates' Courts in the city. The next hearing is scheduled for March 16, where a group of social media influencers accused of promoting JPEX and acting as "frontmen" for its over-the-counter cryptocurrency trading shops will appear in court.
Techub News reported by CoinDesk that Brazil's main stock exchange B3 plans to launch its tokenization platform in 2026 and issue a stablecoin for payments and settlements in the tokenized environment, expected to be pegged to the Brazilian real; the platform will support asset tokenization and trading, sharing the same liquidity pool with traditional markets. B3 is developing crypto-related derivatives such as Bitcoin, Ethereum, and Solana and is under review by Brazil's securities regulator CVM.
Acting CFTC Chair Caroline Pham to Join MoonPay as Chief Legal Officer and Chief Administrative Officer
According to Techub News and reported by The Block, Caroline Pham, the acting chair of the U.S. Commodity Futures Trading Commission (CFTC), will join the cryptocurrency finance company MoonPay as Chief Legal Officer (CLO) and Chief Administrative Officer (CAO) after completing her term at the CFTC. MoonPay CEO Ivan Soto-Wright stated that Pham's leadership at the CFTC has driven several policy advancements, and MoonPay will translate the related achievements into practical products and services for global users and partners.
A spokesperson for MoonPay stated that Pham's specific start date has not been determined due to the confirmation of Mike Selig, the CFTC chairman nominee by Trump, not being completed.