$BABA is reportedly considering a 40–50K MI308 order from $AMD, while $NVDA plans to resume H200 shipments to China in February.

China AI demand may be reopening faster than expected.

#Polymarket has $NFLX as the clear favorite to acquire $WBD.

If the deal happens, Netflix picks up a massive IP library it knows how to rebuild and monetize at global scale across new formats.

It would cement Netflix as the king of the screen.

Top 100 24h Gainers 🚀

MYX      $3.30        +17.50%
CRV      $0.3797    +9.82% 
GRT      $0.0388    +6.85% 
SEI      $0.1140    +6.39% 
SKY      $0.0679    +6.03% 

Top 100 24h Losers 🔻

CC        $0.0885    -16.45%
AAVE    $154.07    -12.47%
XMR      $459.98    -1.97% 
MNT      $1.14        -1.95% 
TRX      $0.2844    -0.93%

💥2026 – a year of change and struggle for profit.

Source: OAK Research annual report.

1) The most anticipated events in 2026.
- ICO and airdrop of Playmarket, airdrop of BASE, TGE on OpenSea, launch of the MegaETH mainnet #MEGA, AAVE V4 #AAVE and a mobile app (new version of the DeFi lending flagship), Season 3 of Hyperliquid #HYPE (continuation of the reward program), switching fees in favor of token holders #UNI (fee switch in Uniswap), appointment of a new head of the Federal Reserve, inclusion of crypto ETFs in 401(k) retirement accounts, payments to Mt. Gox creditors (return of ~$9b in BTC).

2) Bitcoin is now a macro asset
- 2025 was a transitional year: BTC ended the year roughly where it started.
- The 4-year cycle model no longer works.
- BTC's price depends on macroeconomics and ETFs, not retail.
- BTC dominance > 60% drained liquidity from altcoins.

3) ETFs and DAT companies – new demand (and threat)
- 200+ companies own >1,000,000 BTC (>5% of the issuance).
- ETFs and DATs are the main channels for institutions.
- Risk: a compressed premium could collapse the sector.

4) Ethereum: the technology is there, the price isn't
- Ethereum's technological progress doesn't lead to price growth.
- The transition to L2 reduced fees and ETH burn, killing the "ultrasound money" narrative.
- There was a reorganization in the Ethereum Foundation.
- The task for 2026 is to explain why to hold ETH.

5) Hyperliquid – winner of the year and a symbol of "revenue meta"
- The main player of 2025 in DeFi. $1b+ in annual revenue, a team of 11 people. 99% of revenue is used to buy back #HYPE.
- The project has caught up with major CEXs on derivatives.
- A model of "AWS for liquidity" is forming.

6) The US legalizes crypto through stablecoins
- The passage of the GENIUS Act gave stablecoins clear rules of the game.
- Bitcoin is de facto recognized as a strategic reserve asset of the US.
- Crypto is no longer a fringe topic and has become part of the financial system.
- The downside: the commercialization of politics has intensified (memocoins from politicians, conflicts of interest).

7) Stablecoins – an instrument of dollar expansion
- #USDT and #USDC control the lion's share of the market. Stablecoin issuers have become one of the largest holders of US government bonds.
- Stablecoins are a payment rail/infrastructure for tokenized assets (RWA) and DeFi.

8) RWA: tokenized government bonds – the main case for institutions
- Tokenized US Treasury bonds are the most mature and fastest-growing sector of RWA. The market has grown exponentially over the past two years.
- Tokenization enables compatibility with DeFi and instant settlements.
- The link with TradFi is getting stronger – systemic shocks will be transmitted faster.

9) Prediction markets have gone mainstream
- Polymarket and Kalshi are a duopoly. Volumes have reached tens of billions.
- The launch of tokens in 2026 is the main test of sustainability.

10) L2: harsh selection
- Capital is concentrating with the leaders (Base, Arbitrum).
- Most L2s are losing TVL, activity, and token prices.
- The problem is that tokens don't capture value.
- The future lies in convenience and integration, not new networks.

11) Airdrops: the classic model is dead
- Most tokens after an airdrop have lost 70-90% of their value.
- Retroactive giveaways attract hunters, not real users, and destroy ecosystems.
- Projects are moving to profit sharing, ICO mechanics, or abandoning tokens altogether.

12) Narratives for 2026: Privacy and Crypto + AI
- Interest in private transactions and privacy infrastructure is returning
- The focus has shifted from tokenization models to markets for AI computation, verification, and coordination. Crypto is useful to AI as a layer for settlements, trust, and automatic payments. Bittensor (#TAO) is the most mature ecosystem at the intersection of crypto and AI.

Making some improvements for @pigeon_trade_bot for #Polymarket:

- quicker scanner (current cap is per one run min for regular users)

- more robust integration with the 15 min markets

- better tools to scan / copy whales or specific accounts

“it’s not the size of the pigeon but how you you use it”
- sun zhu

Goldman Sachs: Global Growth Set to Beat Consensus Again in 2026

GS forecasts stronger GDP than street estimates across most major economies.

Highlights:
US: 2.6% vs consensus 2.0%
Euro Area: 1.3% vs 1.1%
China: 4.8% vs 4.5%
World: 2.8% vs 2.5%

EMs like India (6.7%) & Brazil (2.3%) also upgraded.

If GS is right, expect upside surprises for risk assets.Bull case for 2026 just got stronger.

#Economy #GDP #Markets #Investing #GoldmanSachs

The World’s Largest Primary #Silver Mines in 2024 🌏

🚨 Wall Street's 2026 Copper Calls Are Heating Up

Major banks mostly bullish on the red metal:

- UBS: Very bullish → up to ~$13,000/ton by Dec 2026

- J.P. Morgan: Bullish → ~$12,500/ton Q2, avg $12,075

- Citi: Most bullish → >$13,000/ton (Q2), 12-14k range

- Goldman Sachs: Moderate/mixed → $10,000–$11,400/ton

- Deutsche Bank: Mildly bullish → ~$10,600/ton, peaks >$11,000

Consensus leaning toward strong upside on supply constraints + demand from electrification/AI/data centers.

Copper bulls loading up for 2026.

#Copper #Commodities #Mining #EnergyTransition #Investing