๐บ๐ธ๐โโ SEC Corporation Finance Deputy Director Cicely LaMothe to retire after shaping crypto guidance - #regulation link
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๐ Sentora: DeFi TVL was highly volatile this year, climbing to multi year highs in October. Although it has since pulled back meaningfully, the baseline remains well above last yearโs levels, suggesting a more mature DeFi market with several major protocols consolidating and strengthening their positions. #defi
๐๐ฎ Dragonfly partner Haseeb Qureshi published his 2026 crypto and AI outlook, forecasting $BTC could top $150,000 by year-end while its dominance declines.
He expects $ETH and $SOL to remain strong, predicts several โfintech L1sโ will underdeliver, and anticipates at least one Big Tech firm will launch or acquire a crypto wallet as more Fortune 100 companies adopt blockchain technology.
In #DeFi, he sees perpetual DEXs consolidating into roughly three leaders, stock perps exceeding 20% market share, and a potential insider-trading scandal.
He also projects stablecoin supply could grow 60%, with $USDT share falling to approximately 55%, and stablecoin cards expanding sharply.
He expects $ETH and $SOL to remain strong, predicts several โfintech L1sโ will underdeliver, and anticipates at least one Big Tech firm will launch or acquire a crypto wallet as more Fortune 100 companies adopt blockchain technology.
In #DeFi, he sees perpetual DEXs consolidating into roughly three leaders, stock perps exceeding 20% market share, and a potential insider-trading scandal.
He also projects stablecoin supply could grow 60%, with $USDT share falling to approximately 55%, and stablecoin cards expanding sharply.
๐ฎ Delphi Digital stated that #GameFi performed worse in 2025, with funding down more than 55% year-over-year and several long-awaited launches failing to materialize, dampening market sentiment.
Some native Web3 games have generated six- to seven-figure profits this year, but the player base remains small due to high bot activity and pressure to retain players as incentives fade.
Some native Web3 games have generated six- to seven-figure profits this year, but the player base remains small due to high bot activity and pressure to retain players as incentives fade.
๐ #RWA The combined market capitalization of tokenized stocks reached a record $1.2 billion. cointelegraph
๐๐ณ Whale Transactions:
1. 011short with a $749M long in #BTC, #ETH and #SOL just transferred 112,894 #ETH ($332M) to Binance again;
2. A wallet associated with Indexed Finance and Kyber Network Exploiter has resumed activity after 1 year of inactivity, selling: 226,961 #UNI ($1.36 million), 33,215 #LINK ($410k), 845,806 #CRV ($328k), 5.25 #YFI ($17.5k);
3. Two wallets accumulated 2.15 billion #PUMP ($3.87 million) in the last 24 hours.
1. 011short with a $749M long in #BTC, #ETH and #SOL just transferred 112,894 #ETH ($332M) to Binance again;
2. A wallet associated with Indexed Finance and Kyber Network Exploiter has resumed activity after 1 year of inactivity, selling: 226,961 #UNI ($1.36 million), 33,215 #LINK ($410k), 845,806 #CRV ($328k), 5.25 #YFI ($17.5k);
3. Two wallets accumulated 2.15 billion #PUMP ($3.87 million) in the last 24 hours.
๐ฏ๐ต Metaplanet buys another 4,279 #BTC worth $375 million They own 35,102 BTC worth $3 billion.
๐ #BTC Santiment: as BTC price continues to hold around $87.2k, there is some optimism from the crowd. Over the last 3 months we have seen short-term fluctuations in opposite directions: crowd fear - prices usually bounce; crowd optimism - prices usually rise.
๐ BlackRock's #RWA BUIDL has paid $100 million in dividends and surpassed $2 billion in assets since launch, becoming one of the largest tokenized products on the market. coindesk.com
๐ค Coinbase's Global Head of Investment Research: cryptocurrency market activity surged in 2025 as traders increasingly turned to open-ended futures on the blockchain. This trend is partly due to the lack of a traditional altcoin season, which has prompted traders to seek higher returns through leverage. cointelegraph
๐ธ #BTC Over the past 24 hours, ~$2M contracts liquidated, of which longs liquidated ~$368M and shorts liquidated ~$202M.
๐๐ค #BTC CQ: Supply in Profit GAP is narrowing at 28K BTC/day. This creates a 2-month window for a bullish cross.
But it's fragile: hold above $75K - cross by March. Drop below $70K - 2022-style reset that takes a year to recover.
But it's fragile: hold above $75K - cross by March. Drop below $70K - 2022-style reset that takes a year to recover.