As infrastructure, ETH should be able to achieve 3-5 times without issue, and 100,000 requires meeting certain conditions. On the contrary, I think XLM, as infrastructure supporting sovereign fiat currencies, is more likely to achieve 100 times. $ETH $XLM
Annie所长
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Tom Lee: The price of Ethereum will reach $100,000
1.[SEC Chair Atkins Signals Quick Action on Crypto Priorities in New Year] 2.[US Prosecutors Push for 12-Year Prison Sentence for Do Kwon] 3.[Bitwise's First Crypto Investment Product Uplists to NYSE Arca] 4.[PNC Rolls Out Direct Bitcoin Trading for High-Net-Worth Clients] 5.[Bitcoin Treasury XXI Shares Sink 20% in NYSE Debut Despite BTC Surge] 6.[Democratic Senator: 'Nothing Is Holding Up' Crypto Bill Progress] 7.[OpenEden Closes Strategic Round from Ripple to Grow RWA Infrastructure] 8.[Standard Chartered Slashes 2025 Bitcoin Target Amid Market Shift] 9.[Bitcoin and Ether Surge on Eve of Critical FOMC Decision] 10. [Jupiter Executive Retracts 'Zero Contagion' Claim After Backlash]
The Wall Street Journal recently revealed the methods used by companies in our country to bypass rare earth regulations, including reformulating and hiding powerful magnets within motors. It is recommended that rare earth companies be nationalized!
1.[MicroStrategy Buys Additional 10,624 BTC for $962M] 2.[SEC Ends Investigation into Ondo Finance Without Charges] 3.[Bitcoin Stabilizes Above $91K as Market Fear Eases] 4.[Robinhood Targets Crypto Traders with New Futures Offerings] 5.[Greenlane Holdings Buys $8M in BERA Tokens for Treasury] 6.[Vitalik Buterin Proposes Trustless Gas Futures for Ethereum] 7.[Bitfinex-Backed 'Stable' Layer 1 Launches Mainnet] 8.[Global Crypto ETPs Record $716M in Weekly Inflows] 9.[Ethereum Exchange Reserves Hit 10-Year Low] 10. [Paradigm Invests $13.5M in Stablecoin Startup Crown]
In terms of the globalization of the local currency, the roles of both sides are different. The United States is preparing for the depreciation of the dollar (debt), while the renminbi is afraid of being dragged down by the depreciation of the dollar, crazily building walls.
暴力翻仓的木森
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Today, the SEC chairman stated that the financial system will shift towards cryptocurrencies, while the People's Bank of China has increased its gold holdings for 13 consecutive months, and the world stands at a financial crossroads! The United States embraces cryptocurrencies because stablecoins are a perfect digital extension of the dollar hegemony, allowing for more efficient global circulation of the dollar. However, this also comes with risks, such as weakening the effectiveness of monetary policy. China's increase in gold holdings is a defensive sovereign declaration; in an era of heightened geopolitical risks, gold is the only asset that does not rely on the credit system. However, gold has poor liquidity, and China is also laying out a digital yuan and a multilateral central bank digital currency bridge, opening up a third path. For individuals, BTC is a digital risk asset, while gold has dual characteristics. Don't blindly take sides; understand the differentiation logic and make hedging allocations. Pay attention to the market, and let us help you avoid traps and seize opportunities! $SOL $BNB $ETH
Mr. Ren didn't talk about any strategies, just objectively stated the facts.🤫
一根大阳线小张信息
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True explosion, Ren Zhengfei's latest speech fully demonstrates an advanced pattern and strategy! Must summarize the key points of Mr. Ren's speech for everyone, the amount of information is very explosive! First. The American soil is suitable for talent growth, which is a good thing. Acknowledge the excellence of the Americans! Second. Android benefits the world, and China also benefits. Acknowledge that we benefit from Android! Third. The U.S. only restricts Huawei from using U.S. dollars, not China and the world. Promote world technological civilization! Fourth. Huawei desires globalization, self-reliance is forced. Dare to admit that independent research and development is due to external pressure! Fifth. Relying on oneself cannot compete with globalization, chips are still one generation behind. This is truly impressive, daring to admit the technological gap! A few brief sentences fully reflect the top strategy of Mr. Ren!
1.[Crypto sleuth ZachXBT claims British threat actor tied to $243 million Genesis creditor theft 'likely arrested'] 2.[Jupiter exec acknowledges 'zero contagion' claim was 'not 100% correct' after backlash over vault design] 3.[Poland becomes EU's lone MiCA holdout after parliament fails to overturn veto on crypto bill] 4.[Hotstuff Labs launches Hotstuff, a DeFi native Layer 1 connecting On-Chain Trading] 5.[OptiView Secures Strategic Funding with a $20M Valuation in On-Chain Asset Management] 6.[Theoriq Launches AlphaVault with AI-Powered Active Management] 7.[Strive urges MSCI to 'let the market decide' on Bitcoin treasury companies] 8.[Bitcoin stabilizes around $88,800 amid quiet Sunday trading volume] 9.[Ethereum maintains $3,000 support level as market consolidates] 10. [Solana trades near $131 as ecosystem activity continues]
The USD anchor asset has been clarified, and various exchanges are rushing to grab onto it.
Sela财经洞察
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【Breaking: The U.S. Has Ended the Era of Offshore Cryptocurrency】
December 4, 2025.
The U.S. Commodity Futures Trading Commission (CFTC) has authorized spot Bitcoin and cryptocurrency trading on federally regulated exchanges for the first time.
Read it again.
For fifteen years, the agency has refused to provide clear regulatory guidance. American investors have been forced to move funds overseas to trade on platforms without any consumer protection measures, until the collapse of FTX wiped out billions of dollars, causing significant losses for retail investors.
That era is over.
Acting Chair Carolyn Maloney cited existing authority under the Commodity Exchange Act, requiring leveraged retail commodity trading to only occur on futures exchanges. No new legislation, no congressional delays, effective immediately.
Bitnomial will launch on December 9. It will offer leveraged spot, perpetual contracts, futures, options, and portfolio margin trading. All trading will be conducted on a single trading platform and will be subject to comprehensive federal oversight.
The structural impact is staggering.
The cross-margining mechanism between spot and derivatives can reduce capital requirements by 30% to 50%. Institutional barriers have vanished overnight. Pension funds, banks, sovereign wealth funds can now compliantly trade spot cryptocurrencies on a platform that has been regarded as the gold standard for nearly a century.
Pham clearly articulated the goal: to make the U.S. the global cryptocurrency capital.
This is not just talk; this is infrastructure building.
The U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) issued joint guidance in September. The President's Working Group on Digital Assets has laid out a roadmap for development. The next focus will be on tokenized collateral, including stablecoins. A blockchain settlement framework is under development.
Bitnomial's trading volume is expected to exceed $1 billion monthly in the first quarter of 2026. Watch for announcements regarding the integration of the Chicago Mercantile Exchange (CME). Watch for the migration of offshore exchange users to accelerate in the first half of the year.
The question is no longer whether the U.S. will lead the digital asset market.
The question is how fast the capital reallocation will occur.
A fifteen-year period of regulatory ambiguity has been resolved by an announcement.
And a brand new financial architecture has begun to take shape.
1.[International operation busts crypto fraud network that laundered more than $815 million] [2.Italy warns crypto firms to meet year-end MiCA deadline or shut down] 3.[Spot bitcoin ETFs see $195 million exit, largest daily outflow in 2 weeks] 4.[IMF warns stablecoins may accelerate currency substitution, weaken central bank control] 5.[First Sui-based ETF approved as 21Shares brings leveraged fund to market] 6.[TON treasury files $420.69 million meme shelf registration to invest in tokens and Telegram AI ecosystem] 7.[Tokenization debate reveals gaps in perspectives between TradeFi and crypto on decentralization during SEC panel meeting] 8.[Coinbase incubated Ethereum L2 Base network rolls out bridge to Solana] 9.[Kalshi inks exclusive CNBC deal as prediction markets surge into mainstream media] 10. [DeepNode Secures $5 Million Across Seed & Strategic Rounds to Build Open Intelligence Network] #加密市场观察 #SEC
1.[UK passes law officially recognizing crypto as third kind of property] 2.[Solana Mobile says SKR token launch is coming in January] 3.[Bitcoin market fears are overblown as policy shifts open medium-term upside, K33 says] 4.[Binance appoints co-founder Yi He as new co-CEO in major leadership shake-up] 5.[Trump brothers' American Bitcoin stock plunges 40% after token lockup expires] 6.[Firelight Finance launches XRP staking protocol on Flare network] 7.[The Altcoin Vector #31: Bitcoin slips below key cost-basis models as demand weakens] 8.[Citadel asks SEC to regulate DeFi protocols as exchanges, sparking backlash] 9.[Sports apparel giant Fanatics launches prediction market with Crypto.com] 10. [Police arrest two Ukrainian men after Vienna killing linked to crypto wallet theft] $XRP $SOL #加密市场观察 @Xuyun2048
1.[MicroStrategy stock surges to record high following $1.5B Bitcoin purchase] 2.[SEC delays decision on Hashdex Nasdaq Crypto Index US ETF] 3.[XRP jumps 10% as market speculates on potential SEC leadership change] 4.[Messari releases 'Crypto Theses 2026' predicting DeFi renaissance] 5.[Whale withdraws 4,000 ETH ($12.5M) from Kraken to decentralized wallet] 6.[Federal Reserve Governor Waller: 'Private stablecoins could coexist with CBDC'] 7.[Hong Kong Monetary Authority expands 'Project Ensemble' sandbox to real-world assets] 8.[Glassnode: Bitcoin exchange balances hit 5-year low indicating supply squeeze] 9.[a16z Crypto leads $50 million Series B for privacy network Aztec] 10. [Coinbase announces support for Lightning Network on main exchange app]
Will the joint crackdown by 13 ministries lead to a massive drop in the currency market?
Brothers, the big cake dropped from over 90,000 dollars to 85,000. Do you think this is because the 13 ministries held a joint meeting to combat the speculation in virtual currency trading? Hehe, let me tell you: you're overthinking it. This meeting at the University of Tokyo is like taking off your pants to fart, completely useless. There have been many meetings in the past that were even more grandiose, and the policies were not lacking. The prices of currencies go up and down as they please. The real culprit is that the Japanese devils have already flipped the table, and these dead devils quietly set off a nuclear bomb — their ten-year government bond yield has quietly soared to 1.1%! What does this mean?
$BTC $XRP $SOL Comparison of core assets and key interest rate time points from 1968 to 1976. Now we have reached a turning point to witness historical opportunities. How should everyone adjust their assets? Let's discuss in the comments.
1.[MicroStrategy acquires additional 15,400 BTC for ~$1.5 billion, holdings top 400k BTC] 2.[WisdomTree submits updated S-1 filing for XRP ETF, signaling continued issuer interest] 3.[Bitcoin mining difficulty increases 3.9% to hit new all-time high] 4.[Whale withdraws 8,500 ETH ($31M) from Binance to self-custody] 5.[Glassnode: Bitcoin Short-Term Holder Sell-Side Risk Ratio resets to neutral] 6.[Hong Kong Monetary Authority releases report on Project Ensemble (Tokenized Deposits)] 7.[CFTC Commissioner Pham discusses cross-border risks in decentralized finance] 8.[Hyperliquid total value locked (TVL) surpasses $1 billion ahead of mainnet launch] 9.[Paradigm Research: Optimizing MEV distribution in modular blockchain stacks] 10. [Messari: State of DePIN 2025 report highlights Solana's dominance]
1.[Bitcoin hovers around $96,000 as traders eye monthly close volatility] 2.[A whale withdrew 1,500 BTC ($144M) from Binance in the past 12 hours] 3.[Standard Chartered predicts Bitcoin to hit $120,000 by year-end citing supply shock] 4.[Grayscale's Bitcoin ETF records first net inflows in two weeks] 5.[State of Solana Q3 2025: Network activity reaches new all-time highs] 6.[Glassnode: Long-Term Holder conviction remains elevated despite recent chop] 7.[CFTC Commissioner discusses the future of DeFi regulation at FinTech summit] 8.[a16z crypto: Navigating the new era of decentralized governance systems] 9.[Ethereum Layer 2 TVL hits $45 billion led by Arbitrum and Base growth] 10. [Bankless: The case for Ethereum's comeback against alternative L1s in 2026]
1.[Australia moves to fold crypto platforms into financial licensing regime] 2.[Grayscale files with the SEC to launch first-ever Zcash ETF] 3.[Ethereum raises block gas limit to 60M as ecosystem throughput hits new records] 4.[Naver and Upbit to pour $7 billion into AI, blockchain following mega-merger] 5.[Bitcoin rebounds above $91,000 as December rate cut odds rise] 6.[Securitize wins EU approval to operate tokenized trading system, selects Avalanche] 7.[HKMA and banking industry fully assist residents affected by fire in Tai Po (Regulatory Update)] 8.[Tether becomes largest shareholder in VCI Global after $100 million OOB token buy] 9.[Franklin Templeton sees diversified crypto portfolios as next big thing post-XRP ETF launch] 10. [CryptoQuant says big bitcoin holders increased deposits to exchanges as prices fell]