Bitcoin has deviated from its historical correlation with the S&P 500 and gold (pink dot on the chart) π
PlanB, creator of the Stock-to-Flow model, notes that the last time this happened BTC was trading below $1,000 β and it was followed by a 10x rally. π
β³ Whether history repeats itself or not β time will tell.
PlanB, creator of the Stock-to-Flow model, notes that the last time this happened BTC was trading below $1,000 β and it was followed by a 10x rally. π
β³ Whether history repeats itself or not β time will tell.
π5
π Trumpβs fortune nearly tripled while in office
According to several US senators, including Bernie Sanders, Donald Trumpβs net worth has almost tripled since he became president. π°π
They argue that a significant part of this growth comes from crypto-related projects, some of which are allegedly funded by foreign governments. π
This, critics say, raises serious corruption and conflict-of-interest concerns.
According to several US senators, including Bernie Sanders, Donald Trumpβs net worth has almost tripled since he became president. π°π
They argue that a significant part of this growth comes from crypto-related projects, some of which are allegedly funded by foreign governments. π
This, critics say, raises serious corruption and conflict-of-interest concerns.
π4β€1
Ethereum staking demand is back! π₯
For the first time in 6 months, the queue to enter ETH staking is more than 2x larger than the exit queue:
πΉ 746,000 ETH waiting to be staked
πΉ 361,000 ETH waiting to exit
Last time the inflow queue significantly exceeded the outflow, ETH price soon did a 2x. π
For the first time in 6 months, the queue to enter ETH staking is more than 2x larger than the exit queue:
πΉ 746,000 ETH waiting to be staked
πΉ 361,000 ETH waiting to exit
Last time the inflow queue significantly exceeded the outflow, ETH price soon did a 2x. π
π₯7
π Bitcoin Mining Reality Check (2025)
π In 2025, Bitcoin mining difficulty surged by 35%, meaning miners now need significantly more computing power to produce the same number of blocks.
At the same time, the market value of mined BTC dropped by ~10% over the same period. π€·
β‘οΈ Result:
β’ Higher costs for miners
β’ Lower profitability
β’ Strong pressure on inefficient operations
This divergence highlights how mining is becoming tougher and more competitive, even when price isnβt keeping up. Only the most efficient players can survive in this environment. π
π In 2025, Bitcoin mining difficulty surged by 35%, meaning miners now need significantly more computing power to produce the same number of blocks.
At the same time, the market value of mined BTC dropped by ~10% over the same period. π€·
β‘οΈ Result:
β’ Higher costs for miners
β’ Lower profitability
β’ Strong pressure on inefficient operations
This divergence highlights how mining is becoming tougher and more competitive, even when price isnβt keeping up. Only the most efficient players can survive in this environment. π
π5
Hyperliquid stays on top of the perp DEX market π
While competitors fight for attention, Hyperliquid continues to dominate where it matters most β real trading activity. π΅
β’ Aster gained hype thanks to personal promotion from CZ π€΅ββοΈ
β’ Lighter briefly led in volume, driven mainly by expectations of a future airdrop πͺ
β’ Hyperliquid, meanwhile, holds the highest open interest and generates the most fee revenue π°
This clearly shows where traders are actually active, not just farming incentives π€
Hype brings users temporarily β liquidity and volume keep them long term.
While competitors fight for attention, Hyperliquid continues to dominate where it matters most β real trading activity. π΅
β’ Aster gained hype thanks to personal promotion from CZ π€΅ββοΈ
β’ Lighter briefly led in volume, driven mainly by expectations of a future airdrop πͺ
β’ Hyperliquid, meanwhile, holds the highest open interest and generates the most fee revenue π°
This clearly shows where traders are actually active, not just farming incentives π€
Hype brings users temporarily β liquidity and volume keep them long term.
π4π₯2β€1
π§βπ Zcash to $10,000? A bold academic case
π A member of the Zcash community has gone all in β literally writing a full dissertation titled βThe Case for ZEC at $10,000β, arguing why Zcash could reach five digits (ZEC is ~$530 today).
π Key arguments:
β’ Zcash and Bitcoin share the same fundamentals: 21M supply + PoW
β’ The critical difference is privacy
β’ Bitcoin is fully transparent β balances and transactions are public
β’ Zcash uses zk-SNARKs, allowing transactions to be verified without revealing sender, receiver, or amount
β’ Dual-address model:
β Transparent addresses (exchanges, compliance)
β Shielded addresses (full privacy) π‘
This hybrid approach gives Zcash a regulatory edge, helping it stay listed where pure privacy coins like Monero get delisted. π§
π The thesis: privacy + compliance flexibility = long-term asymmetric upside.
π A member of the Zcash community has gone all in β literally writing a full dissertation titled βThe Case for ZEC at $10,000β, arguing why Zcash could reach five digits (ZEC is ~$530 today).
π Key arguments:
β’ Zcash and Bitcoin share the same fundamentals: 21M supply + PoW
β’ The critical difference is privacy
β’ Bitcoin is fully transparent β balances and transactions are public
β’ Zcash uses zk-SNARKs, allowing transactions to be verified without revealing sender, receiver, or amount
β’ Dual-address model:
β Transparent addresses (exchanges, compliance)
β Shielded addresses (full privacy) π‘
This hybrid approach gives Zcash a regulatory edge, helping it stay listed where pure privacy coins like Monero get delisted. π§
π The thesis: privacy + compliance flexibility = long-term asymmetric upside.
π₯8
π CryptoQuant: Mondays bring max volatility for BTC
π According to CryptoQuant, Monday (highlighted in blue) is historically one of the most volatile days of the week for Bitcoin.
Today is no exception π
After a sharp move up to $90,000, BTC quickly corrected to $87,000 β and this all happened before the US stock market even opened.
Looks like the real action may still be ahead ππ
π According to CryptoQuant, Monday (highlighted in blue) is historically one of the most volatile days of the week for Bitcoin.
Today is no exception π
After a sharp move up to $90,000, BTC quickly corrected to $87,000 β and this all happened before the US stock market even opened.
Looks like the real action may still be ahead ππ
π8β€2
π Corporate Bitcoin Accumulation Continues
π± Strategy bought 1,229 BTC for $108.8M at an average price of $88,568 per coin.
As of December 28, the company now holds 672,497 BTC on its balance sheet.
π―π΅ Metaplanet (Japan) also returned to accumulation, purchasing an additional 4,279 BTC after a long pause.
Their total Bitcoin holdings have now reached 35,102 BTC.
π While retail hesitates, large public companies keep steadily stacking BTC, treating corrections as buying opportunities rather than exit signals. Institutional conviction remains strong.
π± Strategy bought 1,229 BTC for $108.8M at an average price of $88,568 per coin.
As of December 28, the company now holds 672,497 BTC on its balance sheet.
π―π΅ Metaplanet (Japan) also returned to accumulation, purchasing an additional 4,279 BTC after a long pause.
Their total Bitcoin holdings have now reached 35,102 BTC.
π While retail hesitates, large public companies keep steadily stacking BTC, treating corrections as buying opportunities rather than exit signals. Institutional conviction remains strong.
π5
Ethereum is back in demand πͺ
In Q4 2025, the number of deployed smart contracts on Ethereum hit a new all-time high β 8.7 million π
π This surge in activity likely follows the recent Fusaka upgrade and the rollout of PeerDAS, which significantly simplified development and improved network efficiency for builders.
More contracts = more real usage, not just hype. Looks like Ethereum is quietly regaining momentum on the fundamentals π¨βπ»βοΈ
In Q4 2025, the number of deployed smart contracts on Ethereum hit a new all-time high β 8.7 million π
π This surge in activity likely follows the recent Fusaka upgrade and the rollout of PeerDAS, which significantly simplified development and improved network efficiency for builders.
More contracts = more real usage, not just hype. Looks like Ethereum is quietly regaining momentum on the fundamentals π¨βπ»βοΈ
β€4π1
Bitcoin 2026: nobody knows, but everyone has an opinion π
π Forecasts for BTC in 2026 are wildly split. Some analysts warn about a deep drop to $10kβ25k, while the most bullish voices expect a rally to $150kβ250k.
π¦ Most large banks and funds stick to a moderately bullish scenario, targeting $140kβ180k.
π Others see a year of consolidation, weak momentum, or a market lacking new catalysts.
βοΈ Bottom line: the huge spread in forecasts highlights how uncertain the outlook is. Bitcoinβs path in 2026 will largely depend on macro conditions, liquidity, and capital inflows β not on predictions alone.
π Forecasts for BTC in 2026 are wildly split. Some analysts warn about a deep drop to $10kβ25k, while the most bullish voices expect a rally to $150kβ250k.
π¦ Most large banks and funds stick to a moderately bullish scenario, targeting $140kβ180k.
π Others see a year of consolidation, weak momentum, or a market lacking new catalysts.
βοΈ Bottom line: the huge spread in forecasts highlights how uncertain the outlook is. Bitcoinβs path in 2026 will largely depend on macro conditions, liquidity, and capital inflows β not on predictions alone.
π5
CZ keeps it simple: βCrypto will be fine.β π
CZ shared a calm New Year message, reassuring the community that everything is under control:
βͺοΈBTC will be fine.
βͺοΈBNB will be fine.
βͺοΈCZ will be fine.
βͺοΈCrypto will be fine.
Basically, if you were worried about anything in crypto β CZ just fixed it with one sentence.
No charts, no indicators, no macroβ¦ just pure βtrust me broβ energy π
π New Year plan:
1οΈβ£ Panic β cancelled
2οΈβ£ FUD β postponed
3οΈβ£ Hopium β restocked
Relax, stack sats, and let CZ handle the vibes.
Happy New Year ππ
CZ shared a calm New Year message, reassuring the community that everything is under control:
βͺοΈBTC will be fine.
βͺοΈBNB will be fine.
βͺοΈCZ will be fine.
βͺοΈCrypto will be fine.
Basically, if you were worried about anything in crypto β CZ just fixed it with one sentence.
No charts, no indicators, no macroβ¦ just pure βtrust me broβ energy π
π New Year plan:
1οΈβ£ Panic β cancelled
2οΈβ£ FUD β postponed
3οΈβ£ Hopium β restocked
Relax, stack sats, and let CZ handle the vibes.
Happy New Year ππ
π3π1