1. The New York Stock Exchange (NYSE) has just become the sixth location for the statue of Satoshi Nakamoto designed by artist Valentina Picozzi, contrasting sharply with a few years ago when Wall Street viewed cryptocurrency as taboo. The NYSE stated that the placement of the Satoshi Nakamoto statue marks this location as a 'shared space between emerging systems and established institutions.'


2. Today's CME 'FedWatch' shows that the probability of the Federal Reserve cutting interest rates by 25 basis points in January next year is 22.1%, while the probability of maintaining rates is 77.9%.


3. Yesterday, the net inflow of Bitcoin spot ETFs in the United States was $221.56 million. The net inflow of Ethereum spot ETFs was $56.48 million. The total net inflow of Solana spot ETFs in a single day was $4.85 million.


4. Data shows that by the end of December, the cryptocurrency options market had accumulated over 50% of the options positions, with Bitcoin's maximum pain point at $100,000 and Ethereum's maximum pain point at $3,200. The implied volatility (IV) for major expirations this month is on a downward trend, and the market's expectation of volatility is gradually weakening.


5. Sygnum Asia Pacific High Net Worth Individuals Survey: 87% of respondents already hold cryptocurrencies, with an average allocation of about 17%, and 60% of respondents are prepared to increase their crypto allocations.


6. U.S. Treasury Secretary Bentsen is proposing significant changes to how the government handles financial regulation and stability. Bentsen will suggest altering the working guidelines of the Financial Stability Oversight Council (FSOC) to promote looser regulation and more freedom in practice.


7. The UK's Financial Conduct Authority has listed pound stablecoin payments as a "priority" for the new year; Australia's securities regulator has finalized a series of exemptions to make it easier for businesses to distribute stablecoins and wrapped tokens.


8. Sei will collaborate with Xiaomi to pre-install Web3 payment applications on new smartphones globally.


9. Figure plans to introduce the securitized stablecoin YLDS to Solana, aiming to maintain a fixed dollar price and provide ongoing returns through U.S. Treasury bonds and repurchase agreements.


10. Opinion: The core issue of global asset allocation has shifted from "whether to allocate Bitcoin" to "how much to allocate." This change signifies that Bitcoin is accelerating into a strategic asset phase at the institutional and national levels. As the regulatory framework matures and computing power and energy infrastructure concentrate among leading firms, the world is entering a critical stage of Bitcoin mainstreaming and assetization.


#加密市场观察