1. Large token unlock this week
In the next 7 days, there will be a single large unlock (amount greater than 5 million USD) including CONX APT STRK CHEEL LINEA BB, and a linear large unlock (daily unlock amount greater than 1 million USD) including SOL TRUMP WLD DOGE ASTER AVAX TAO, with a total unlock value exceeding 237 million USD.
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2. Trump's national security strategy does not mention cryptocurrency and blockchain
The latest national security strategy released by U.S. President Trump does not mention cryptocurrency or blockchain, despite his previous statements wishing to make the U.S. a crypto hub. The strategy focuses the nation's core interests on artificial intelligence and quantum computing. The document states that the U.S. will ensure that its technology and standards in AI, biotechnology, and quantum computing lead the world.
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3. Strategy announced the purchase of approximately 962.7 million USD for 10,624 bitcoins
Strategy announced the purchase of approximately 962.7 million USD for 10,624 bitcoins, with a unit price of about 90,615 USD. As of December 7, the company holds a total of 660,624 BTC, with a cumulative holding cost of approximately 49.35 billion USD and an average cost price of about 74,696 USD.
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4. Binance announces its global operations will fully transition to the Abu Dhabi Global Market (ADGM)
Binance announces that its global operating entity will fully transition from the Cayman Islands to the Abu Dhabi Global Market (ADGM) and has received full regulatory authorization from the ADGM Financial Services Regulatory Authority (FSRA). Starting from January 5, 2026, Binance services will be provided by three ADGM licensed entities: Nest Exchange Services Limited (trading platform), Nest Clearing and Custody Limited (clearing and custody), and Nest Trading Limited (brokerage and OTC business). Previously, Wu reported that Patrick Hillmann, who was Binance's spokesperson in 2022, publicly responded that Binance's main entity is currently in the Cayman Islands, but this will change soon.
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5. Binance: Confirms an employee used internal information to post content on social media for personal gain
Binance reports that an employee is suspected of using insider information for profit, has been suspended, and legal responsibility will be pursued. On December 7, reports claimed that a Binance employee allegedly used their position to issue tokens on-chain (13:29) and tweeted from the official account (13:30) with consistent content, identified as seeking personal gain. Binance has immediately suspended the involved employee and is cooperating with the judicial jurisdiction to advance legal procedures. An official reward of 100,000 USD for reporting has been evenly distributed to the first five whistleblowers who submitted valid reports through audit@binance.com according to the rules. Binance stated it has a 'zero tolerance' policy for violations and will strengthen internal systems to prevent similar incidents.
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6. The Central Bank of Argentina plans to lift the ban on bank cryptocurrencies, allowing crypto trading and custody
The Central Bank of Argentina is considering lifting the ban on bank cryptocurrency operations, allowing banks to conduct crypto trading and custody under a new regulatory framework, marking a shift from 'prohibition' to 'regulation.' This move aims to bring the widespread use of BTC and stablecoins for storage and trading into the compliance system, strengthen KYC/AML, and enhance tax traceability; if implemented, banks may compete directly with local trading platforms, driving down costs and reshaping the industry, but regulation still needs to establish capital and liquidity risk standards to ensure system stability.
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7. Wu discusses this week's macro indicators and analysis: Federal Reserve interest rate decision, 'Shadow Chair' Hassert, and comments from Bank of Japan Governor Ueda Kazuo
Summary
Last week, the US November ADP was below expectations, and the September core PCE of 2.8% was lower than the previous value and expectations; this week, key attention is on the Federal Reserve's December interest rate decision and public speeches by 'Shadow Chair' Hassert, Bank of Japan Governor Ueda Kazuo, and others.
Last week's review
The US November ADP employment figure is -32,000, the lowest level since March 2023, with an expectation of 10,000 and a previous value of 42,000.
The number of initial jobless claims in the US for the week ending November 29 is 191,000, with an expectation of 220,000 and a revised previous value of 218,000.
The US released a September core PCE year-on-year increase of 2.8%, down from a previous value of 2.9%, marking a three-month low, with market expectations for a third consecutive month recording 2.9%.
The US-Ukraine 'constructive' talks did not achieve a breakthrough.
Key events & indicators this week
December 08
‘Shadow Chair’ of the Federal Reserve, Hassert, attends the CEO Council Summit (TBD)
In mid-December, the country will welcome a policy super week, with the Politburo meeting and the Central Economic Work Conference to be held (TBD)
December 09
OpenAI 'emergency early' releases GPT-5.2 (TBD)
December 10
China November CPI year-on-year (09:30)
China November M2 money supply year-on-year (TBD)
December 11
Federal Reserve interest rate decision (03:00)
Federal Reserve Chair Powell holds a monetary policy press conference (03:30)
December 12
The Federal Reserve released data on the financial health of American households from the third quarter of 2025's fund flow report (01:00)
2026 FOMC voting member, Cleveland Fed Chair Harmack, gives a speech (21:30)
