Cryptocurrency Weekly Report: CZ Increases Holdings in ASTER, Vitalik Converts to Cash for Hedging, $76 Million in Tokens Unlocking This Week, 2026 Investment Mainline Finalized💥
In mid-December, the cryptocurrency and financial markets are intertwined with bullish and bearish sentiments, with major players' movements, regulatory policies, market risks, and macro signals converging, outlining a new direction for the industry.
1. Major Players' Polarized Operations
Binance founder CZ clarified that the amount invested in ASTER far exceeds $2 million and is still ongoing; previously, he publicly showcased his holdings and trading records twice, strongly boosting market confidence. Ethereum founder Vitalik, on the other hand, took a contrarian approach, selling UNI, KNC, and other altcoins within 5 hours for over 16,000 USDC, interpreted as a short-term hedging signal.
2. Tightening and Loosening of Regulations and Products
The UK Treasury finalized new cryptocurrency regulations for 2027, requiring crypto companies to accept strict FCA oversight, aligning standards with traditional finance, aiming to protect consumer rights and enhance industry transparency. The cryptocurrency wallet Phantom launched early services for crypto debit cards in the US, supporting Apple Pay, Google Pay, and allowing free access to fiat and crypto assets, accelerating the everyday application of crypto assets.
3. Market Risks and 2026 Mainline
This week, popular tokens such as ZRO, ARB, and STRK are facing significant unlocks, with a total value exceeding $76 million, which may trigger selling pressure and price volatility. The blockchain investment mainline for 2026 is clear, focusing on seven major directions, including application chain design, market prediction innovations, DeFi agent curation, and RWA tokenization, with a core emphasis on modularity, user experience, and real application value.
4. Macroeconomic Signals Linked to the Market
State Street recommends increasing gold holdings, believing it still holds significant allocation value in 2025. The White House emphasizes that the Federal Reserve's interest rate decisions remain independent, alleviating market concerns about political interference. Young Americans are facing economic difficulties and a trust crisis, which may affect their investment preferences in crypto assets.
Conclusion: In the short term, be wary of token unlocking risks; in the long term, focus on high-quality projects that comply with regulations and have real application scenarios, seizing the core trends of the industry in 2026.
