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Vitalik revealed in a post on X this morning that nearly 90% of his net worth is in ETH, with the remaining majority being about 40 million dollars in on-chain fiat, each dollar of which has already been allocated to certain open-source biotechnology, software, or hardware projects.

According to BBX data, yesterday's corporate Bitcoin reserve expansion and the divergence in Wall Street institutional crypto allocations both landed simultaneously, with the core dynamics as follows:Strategy, Inc. (NASDAQ: $MSTR) submitted SEC Form 8-K, disclosing that the company purchased an additional 24,869 BTC between May 11 and May 17, with a total expenditure of approximately $2.01 billion, at an average price of about $80,985, marking the second-largest weekly purchase scale in 2026; the funds for this purchase came from the sale of 19.5 million shares of STRC preferred stock (net proceeds of about $1.949 billion) and 430,000 shares of MSTR common stock (net proceeds of about $83.7 million); as of May 17, the company's total holdings rose to 843,738 BTC, with a total acquisition cost of about $63.87 billion (average price $75,700), yielding 12.6% BTC since the beginning of 2026.Goldman Sachs Group, Inc. (NYSE: $GS) submitted Q1 2026 Form 13F to the SEC, disclosing that the company completely liquidated all XRP ETF holdings during Q1 2026 (previously held about $153.8 million, distributed among four issuers: Bitwise, Franklin Templeton, Grayscale, and 21Shares) and all Solana ETF holdings (previously about $108 million); simultaneously, it reduced its Ethereum ETF holdings by about 70% to approximately $114 million; retained Bitcoin ETF holdings of about $700 million (of which iShares Bitcoin Trust $IBIT is about $690 million and Fidelity FBTC is about $25 million), a slight reduction of about 10% from the previous quarter; meanwhile, the 13F showed that Goldman increased its holdings in Circle Internet Group, Inc. (NYSE: $CRCL), Galaxy Digital Inc. (NASDAQ: $GLXY), and Coinbase Global, Inc. (NASDAQ: $COIN) during Q1, signaling a shift from "altcoin ETFs to crypto infrastructure stocks."

Cryptocurrency analyst Marcel Pechman stated that after Bitcoin's failure to break above $82,000, it faced selling pressure and is once again testing the $76,000 level. In four days, the scale of long position liquidations reached $400 million, with prices dropping about 7% from recent highs. Nevertheless, analysts believe that the conditions for Bitcoin to return to $80,000 are accumulating, with three potential catalysts worth noting.First, Strategy (MSTR) invested $2 billion in Bitcoin over the past week, providing effective support amid market pressure. At the same time, the company repurchased $1.5 billion of convertible bonds maturing in 2029, and repaying part of its senior debt in advance helps reduce future dilution risks for existing MSTR shareholders, creating space for subsequent new stock issuance and continued Bitcoin purchases.Second, on a macro level, the yield on the U.S. 10-year Treasury bond rose to 4.6%, a 16-month high, as investor confidence gradually shifts towards scarce assets. In 2026, $2 trillion in long-term debt will mature, and the Federal Reserve may need to continue purchasing bonds, which will further weaken the dollar's attractiveness. Gold saw a significant rise this January but has since given back most of its gains, while Bitcoin rebounded from $65,000 to $76,500 during the same period, indicating an increasing recognition of its safe-haven properties in the market.Third, if the situation in Iran sees a turnaround, risk appetite is expected to recover quickly. On Monday, Brent crude oil prices rose to $113, with negotiations in the Strait of Hormuz experiencing fluctuations; since the U.S. and Israel launched attacks on Iran in late February, oil prices have cumulatively risen over 50%. If an agreement is reached between the U.S. and Iran, a drop in energy prices will alleviate inflationary pressures, and Bitcoin is expected to return above $80,000. Currently, U.S. stocks are close to historical highs, while Bitcoin is still down about 39% from its peak.

According to CoinDesk, Colombian President Gustavo Petro stated that coastal Caribbean cities in the country, such as Barranquilla, Santa Marta, and Riohacha, could utilize surplus renewable energy to become Bitcoin mining hubs.Gustavo Petro proposed involving the largest local indigenous community, the Wayúu, in project ownership and believes this move will significantly boost development in the Caribbean region. Currently, about 75% of Colombia's electricity comes from renewable resources, and the plan aims to emulate Paraguay's model of attracting miners by using cheap clean energy. As U.S. miners shift towards AI computing, Colombia hopes to fill the global computing power gap by providing idle electricity.

Chief Economist Fu Peng of New Fire Group delivered a speech at the 2026 Hong Kong Institutional Digital Wealth Management Summit, stating that the integration of traditional financial institutions and the cryptocurrency market will herald the arrival of a new era in the market. The participants who will truly succeed in the future are those who can quickly complete their transformation at critical turning points.Fu Peng cited the Cold War, oil crisis, and the simultaneous rise of computer and semiconductor technology in the 1970s and 1980s as examples, pointing out that technological advancements and global order turmoil often go hand in hand, with risks and opportunities always accompanying each other. He believes that AI and data computing power are now widely recognized as the core productive forces of the next era, indicating that the first half of the cryptocurrency industry has essentially ended, and the industry is at a critical stage of reconstruction and rebirth.Looking ahead, Fu Peng predicts that stablecoins will take on payment functions, Bitcoin will evolve into a core asset with both value storage and financial transaction attributes, and a brand new chapter of the era is about to begin.

According to BeInCrypto, Mastercard has joined the Blockchain Security Standards Committee (BSSC) as a charter-level member, collaborating with members such as Coinbase, Fireblocks, Anchorage Digital, and BitGo to develop a security framework for blockchain networks and tokenized assets.Mastercard will also join a working group focused on security and privacy guidelines, with Claire Le Gal from the security solutions department, responsible for fraud prevention, cyber resilience, disputes, and threat intelligence, representing Mastercard on the BSSC board. The executive director of BSSC stated that Mastercard's payment experience is of significant value in establishing robust blockchain security rules. Mastercard has launched multi-token networks and crypto credential products aimed at embedding trust in blockchain and tokenized infrastructure.

Bitcoin rose to about $74,935 during the Asian session, up 0.7% in the last 24 hours and 5.4% for the week. However, the derivatives market is sending mixed signals. Institutional firm QCP Capital pointed out that this round of increase is mainly driven by spot trading, rather than a broad recovery in risk appetite.Currently, the funding rate for Bitcoin perpetual contracts remains negative, and open interest has decreased, indicating that short sellers are still increasing hedges rather than passively closing positions. The options market is also leaning towards caution: short-term implied volatility is sluggish, with one-month volatility lower than three-month volatility, and the risk reversal indicator shows that the market's demand for downside protection is higher than for upside bets, indicating that traders are more inclined to pay for potential declines rather than chase upward movements. QCP believes this is more of a "bounce" rather than a trend reversal.On a macro level, long-term U.S. Treasury yields and gold prices have not confirmed a recovery in risk appetite, with gold still near high levels, indicating that safe-haven demand remains. Institutions point out that the current market is more driven by expectations of a ceasefire and "emotional repair," rather than a core risk being alleviated. Additionally, Ethereum has shown relatively strong performance, with the ETH/BTC ratio rising to about 0.0315, combined with on-chain transaction volumes and stablecoin supply reaching all-time highs, indicating signs of capital rotating towards high β assets. However, the market still needs to observe the evolution of subsequent risk events to confirm the sustainability of this round of increase.

According to QCP Group analysis, BTC followed the overnight rebound of risk assets, rising to the mid-range of $74,000, triggered by the news of a preliminary framework agreement between the U.S. and Iran. However, long-term yields remained almost unchanged, gold maintained high levels, and the bond market did not follow suit, indicating that this rebound is merely a relief from headline risks rather than a substantive geopolitical resolution.The core contradiction lies in the uranium enrichment issue—Iran is currently enriching at 60%, while the U.S. demands a reduction to below 20%. Iran has yet to signal any compromise, and this issue has been unresolved since 2015. In terms of market structure, BTC spot is slowly rising against a backdrop of negative funding rates and low open interest, showing that shorts are still resisting and pushing for a short squeeze, but the options market has failed to confirm a breakout—short-term ATM volatility remains around 40, and one-month volatility is still lower than three-month volatility, with demand for downside protection still stronger than the willingness to chase upside.On the macro level, the Federal Reserve's net rate cut space for this year is close to zero, and liquidity conditions remain tight. QCP believes that this round of market activity is essentially a geopolitical-driven relief rebound rather than a fundamental shift in the macro landscape, and the market needs to be wary of the risk of a pullback after the rebound.

Pendle co-founder @tn_pendle met with the Deputy Prime Minister of Vietnam last week in New York along with Deutsche Bank, Morgan Stanley, BlackRock, Franklin Templeton, and Anchorage Digital to advocate for the construction of Vietnam's international financial center.During the talks, Pendle co-founder @tn_pendle discussed Vietnam's potential as a market for tokenized bonds, ETFs, and private credit, and strongly promoted the deep talent pool that Vietnam possesses.

According to official news, the new stablecoin blockchain Tempo, incubated by Stripe and Paradigm, has announced its mainnet launch, aiming to achieve instant settlement, predictable low fees, high throughput, and global availability. Users can build on Tempo through public RPC endpoints.In addition to the mainnet launch, Tempo has also introduced the Machine Payment Protocol (MPP), an open standard for machine payments co-developed by Stripe and Tempo.

According to Jinshi reports, U.S. President Trump stated that many countries will send warships alongside the United States to keep the Strait of Hormuz open. He hopes that countries such as France, Japan, South Korea, and the United Kingdom will send warships to the area, so that the Strait of Hormuz no longer poses a threat. The U.S. will heavily bomb the coastal areas of Iran and continuously sink Iranian ships. In any case, we will soon open up the Strait of Hormuz.

Ethereum co-founder Vitalik Buterin elaborated on his latest views regarding the integration of Ethereum and artificial intelligence. He pointed out that the ideal future of artificial intelligence should achieve two core goals: first, to enhance human freedom and empowerment, avoiding the replacement of humans by AI or entrapment in insurmountable power structures; second, to ensure system security, mitigating existential risks posed by superintelligence and chaotic scenarios resulting from imbalances in offense and defense.Around this vision, he proposed four key short-term building directions and emphasized that Ethereum will play an important role in them:Build technological tools that support trustless and private interactions, including local large language models, zero-knowledge proof-based API payments, cryptography-driven privacy enhancement solutions, and client-side verification mechanisms for various proofs and certifications.Establish Ethereum as the economic coordination layer for AI-related interactions, supporting scenarios such as API calls, employment and collaboration between autonomous robots, margin mechanisms, and potential future on-chain dispute resolution systems and AI reputation frameworks.Promote the realization of the cypherpunk vision of "self-verification," enabling users to interact directly with Ethereum applications through local models, autonomously generate and verify transactions, complete smart contract audits, and independently assess the trust models of decentralized applications.Leverage artificial intelligence to expand the scale of human judgment and collaboration, activating complex mechanisms such as prediction markets, decentralized governance, and quadratic voting, to build a more efficient and inclusive market and governance ecosystem.Vitalik concluded that the aforementioned directions reflect the idea of achieving decentralized collaboration and system resilience through technology, and combined with AI and cryptographic techniques, they are expected to push social and economic designs, previously limited by human cognitive and coordination capabilities, towards reality.

According to Jinshi News, Rushabh Amin, portfolio manager of Allspring's Global Investment Multi-Asset Solutions team, pointed out in a research report that the current target range of 3.5% - 3.75% for the federal funds rate set by the Federal Reserve is very close to neutral levels and will not further exacerbate inflationary pressures.He expects that the market's focus will gradually shift to the appointment of the next Federal Reserve chair, with investors generally anticipating that the new chair may be more inclined to cut interest rates. The current market widely expects that the Federal Reserve will maintain interest rates at this week's monetary policy meeting.

MEXC officially launches the "AI Copy Trading Challenge," which will run from December 30 to January 13. Six major mainstream models, including DeepSeek, ChatGPT, and Grok, along with two mysterious traders, will perform real-time operations on popular perpetual contracts such as BTC, ETH, and SOL.This event supports both positive and negative copy trading, allowing users to either replicate strategies or perform reverse operations on specific models or traders. The competition has a total prize pool of 20,000 USDT, and users who copy trades for a full day can participate in sharing 18,000 USDT. Users who follow the leading models or traders have the chance to win an additional 2,000 USDT reward.

According to Jinshi reports, the People's Bank of China held a press conference to interpret the "Opinions on Financial Support for Accelerating the Construction of the New Land-Sea Corridor in the West." At the meeting, Wang Xin, Director of the Research Bureau of the People's Bank of China, stated that the "Opinions" grasp new trends in international cooperation such as digital finance and green finance, and innovate to promote high-level financial openness in the central and western regions.For example, support provinces and cities along the corridor to participate in the multilateral central bank digital currency bridge project, and promote the use of central bank digital currency in cross-border payments; support strengthening cooperation in areas such as the formulation and application of green finance standards, green financial products, and financial support for green technology, relying on the China-Singapore Green Finance Working Group mechanism.

According to financefeeds, BlackRock, the world's largest asset management company, has made a decisive statement, officially recognizing Bitcoin as the most important investment theme of 2025. This move solidifies the institutional narrative of the current market cycle.The head of the company's iShares division proposed a strategy at the meeting that positions Bitcoin alongside U.S. Treasuries and the "Tech Giants" stocks as the three pillars of a modern diversified investment portfolio. This recognition marks a significant evolution in BlackRock's stance—from initial tentative involvement to deeply integrating digital assets into its core macroeconomic worldview. Its core philosophy is no longer merely to "provide access" to speculative assets but to acknowledge Bitcoin as a fundamental component of the global monetary system's infrastructure.BlackRock's 2025 argument is built on the "macro mirror" thesis, which suggests that Bitcoin's performance increasingly reflects global concerns about sovereign debt and currency devaluation. As the U.S. federal deficit continues to widen and global fiscal imbalances worsen, BlackRock analysts believe institutional investors are seeking "non-correlated" assets that exist outside the traditional banking system.By positioning Bitcoin as "digital gold," BlackRock provides conservative asset allocators with the necessary theoretical framework to justify their large holdings. This shift is expected to culminate in 2026 with the launch of complex "yield-bearing" products, such as Bitcoin premium income ETFs designed to generate returns through covered call strategies.By offering these tools, BlackRock is shifting the market discussion from "why hold Bitcoin" to "how to optimize Bitcoin positions," thereby solidifying its role as a key gatekeeper of the next generation of digital capital.

Investor Xue Manzi recalled the development history of Binance in a post on platform X. The article mentioned, "In June 2014, CZ met He Yi (then co-founder and marketing director of OKCoin) for the first time at a blockchain sharing session in Shanghai. It is said that the two talked for 10 hours, discussing everything from Bitcoin philosophy to exchange operations. He Yi invited CZ to join OKCoin Global as CTO."In response, CZ commented (in the article), "There are quite a few inaccuracies in the details, but I won't go into all of them. When I first met He Yi, I just said hello and we didn't talk anymore, let alone for 10 hours."

Tether CEO Paolo Ardoino responded to the Tether FUD by stating in a recent announcement (Q3 2025): Tether will continue to maintain a multi-billion dollar excess reserve buffer, with total group equity nearing $30 billion. As of the end of Q3 2025, Tether has approximately $7 billion in excess equity and about $23 billion in retained earnings, as part of Tether Group's equity.Tether Group's total assets are approximately $215 billion, with stablecoin liabilities around $184.5 billion. S&P made the same mistake in their analysis: they did not consider the additional group equity, nor did they account for the approximately $500 million in monthly base profit that could be generated solely from U.S. Treasury yields.