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— Keeping a close eye on crypto news so you don't miss the next 2009

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🖥 AI: The Winners Take It All

The economy of the future is rapidly turning into a battleground dominated by colossal corporations, where the pace of change is daunting even for the boldest futurists.

Technological singularity leaves little room for long-term forecasts: a horizon of 3-4 years is already shrouded in uncertainty.

Despite discussions about the "limits" of technology, data shortages, and energy constraints that could potentially collapse the AI market, industry leaders continue to expand their influence.


🖥 Bubble or Breakthrough?

Even if the AI market faces a correction, the major players will remain at the top.

Small and medium-sized companies might fall by the wayside, but titans with massive reserves and a solid customer base will weather any storm.

🖥 Facts and Figures That Speak for Themselves

◽️ Nvidia holds 92% of the GPU market for data centers, with spending in this segment reaching $49 billion in 2023.

◽️ OpenAI, together with Microsoft, controls 69% of the generative AI market, with OpenAI's valuation surpassing all competitors combined at $157 billion.

These three titans — Nvidia, Microsoft, and OpenAI—are not just players but the very foundation supporting the entire market.

The market won’t collapse as long as such giants remain at the top.

On the contrary, they are solidifying their positions, turning AI into the main driving force of the new digital economy.


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💸 MicroStrategy's Strategy: A New BTC Reality

MicroStrategy has once again surprised the market.

The company acquired 51,780 BTC for $4.6B, with an average purchase price of $88,627 per Bitcoin. This marks the largest BTC purchase in the company’s history.

To fund this acquisition, MicroStrategy sold 13.6 million shares, successfully raising capital.

Additionally, the company announced access to $42B over the next three years for further Bitcoin purchases.

🪙 Key Figures:

◽️ Total BTC holdings: 331,200
◽️ Total asset value: $29.7B
◽️ Average purchase price: $49,874 per Bitcoin

💸 How Does MicroStrategy Influence the Market?

The company’s phenomenon and its role in reshaping market dynamics can be traced across four key areas:

🪙 Institutional Demand for BTC Through Shares

Instead of altcoins, retail investors increasingly choose MicroStrategy shares as a way to gain Bitcoin exposure.

This creates a massive liquidity multiplier. According to traders, $10B in MSTR shares is equivalent to $100B worth of altcoin purchases.


🪙 Sharp Demand Redistribution

Altcoins, once favored for speculation, are losing their appeal.

Since September, investors have directed approximately $25B into MicroStrategy shares.

Had this capital flowed into altcoins, the market could have surged by 50%.


🪙 A Positive Cycle

MicroStrategy’s purchases establish a transparent, regulated connection between the stock market and Bitcoin, creating a more stable growth source for BTC.

🪙 A New Market Dynamic

MicroStrategy could potentially match the current market capitalization of altcoins, estimated at $110B.

This is achievable thanks to institutional trust and the absence of extreme leverage, which is often associated with altcoins.

💸 What Does This Mean for the Crypto World?

MicroStrategy demonstrates that Bitcoin is no longer just a crypto asset. It is now a Web2 corporate asset, deeply integrated with traditional finance.

2025 could become a pivotal year for the crypto market.

Bitcoin’s strength may increasingly rely on institutional tools like corporate shares and ETFs.

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🇨🇳 The Chinese Puzzle: A Blend of Authoritarianism, Business, and Technology

New China Playbook by Keyu Jin offers a captivating perspective on China’s governance model, where Confucian philosophy meets Big Tech.

Propaganda or analysis? That’s for the reader to decide.

Key Ideas:

🧧 Economic Phenomenon:

China has merged a monopoly on political power with a decentralized economy.

Urbanization has reached 65%, yet GDP per capita remains three times lower than in the US.

The US chip ban has become a catalyst for self-reliance.


🏮 Robots and Cities:

China ranks third globally in automation, surpassing Japan and Germany.

City-level competitions, where mayors are granted significant autonomy, drive innovation and infrastructure development.

🇨🇳 Business on Steroids:

State-owned enterprises provide stability, while private companies drive growth.

Today, 60% of GDP and 80% of jobs come from the private sector.

Startup investments are not just a private venture but also a key focus for city governments.


💸 Financial System:

Stability is maintained by five state-owned banks, but debt levels have reached 300% of GDP.

The real estate boom has created a bubble, but savings and government controls are likely to cushion the impact.


🌄 Technology:

China excels in B2C sectors (e.g., TikTok, fintech, drones) but lags in high-tech fields like chip manufacturing.

While patents and scientific output are increasing, quality over quantity remains the ultimate goal.

🇨🇳 What’s Next?

China envisions itself as a global leader in areas ranging from technology to climate action.

The country is learning to reinvent itself while preserving its unique model, where democracy takes a backseat to paternalism and "capitalism with Chinese characteristics."

China is not just an economy—it’s an ideological experiment shaping the 21st century.


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📁 What Happened in the Cryptocurrency Market This Week?

The cryptocurrency market continues to surprise with record-breaking achievements, new initiatives, and high-profile announcements.

Let’s dive into the key events of the week that could influence future dynamics.

1️⃣ Bitcoin Hits $99,000

This week, Bitcoin set a new all-time high, surpassing $99,000. The current price is $98,696, reflecting a 1.44% increase over the past 24 hours.

2️⃣ Gary Gensler to Step Down from SEC

SEC Chair Gary Gensler has announced his resignation, effective January 20, 2025. This move could impact the future of cryptocurrency regulation in the U.S.

3️⃣ Chinese Regulator Dismissed Over Crypto Corruption

Former director Yao Qian has been expelled from the Communist Party and removed from his position due to misconduct in the crypto sector. He is now under investigation.

4️⃣ Bitcoin ETF Options Set to Launch

SEC-approved options for iShares Bitcoin Trust are scheduled to hit the market on November 19. This development could attract more institutional investors to the space.

5️⃣ Trump’s Team Considers a Crypto-Focused Position

Trump’s team is discussing the creation of a role dedicated to cryptocurrency policy. A meeting with Coinbase CEO Brian Armstrong is planned to address key regulatory issues.

6️⃣ Robert F. Kennedy Jr.: “Most of My Wealth is in Bitcoin”

The former U.S. presidential candidate revealed that the majority of his assets are in BTC, calling it a “currency of freedom.”

7️⃣ CZ on Strategic Bitcoin Reserves

Changpeng Zhao predicted that countries will soon race to include Bitcoin in their strategic reserves, emphasizing that “no one wants to be the last.”

8️⃣ MicroStrategy Increases BTC Holdings

The company acquired 51,780 BTC for $4.6 billion, bringing its total holdings to 331,200 BTC.

9️⃣ Memes Are Back in the Spotlight

Meme tokens are dominating the market. FLOKI was listed on Coinbase, and Upbit launched a trading market for BONK. Meanwhile, DWF Labs allocated $20 million to support meme projects, further fueling this trend.

Takeaway:

The cryptocurrency market remains highly active, from record-breaking prices to significant institutional developments.

These events highlight the growing importance of crypto assets in the global economy.

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🪙 ACP-77: A New Chapter for the Avalanche Ecosystem

The Avalanche ecosystem is preparing for groundbreaking changes with the ACP-77 proposal, promising to lower entry barriers, increase decentralization, and grant greater autonomy to validators.

Let’s break down why this matters.

🪙 What Changes for Validators?

Until now, Avalanche L1 validators were required to service the entire Primary Network, including the C-Chain, P-Chain, and X-Chain. This demanded:

◽️ A minimum stake of 2,000 AVAX (currently around $41,000).

◽️ High technical resources (8 vCPU, 16 GB RAM, 1 TB of storage).

With ACP-77, validators can now focus exclusively on their own L1s, synchronizing only with the P-Chain to manage validator data and facilitate cross-chain communication.


🪙 Key Benefits of ACP-77

1️⃣ Lower Entry Barriers

Validators are no longer required to participate in the Primary Network, reducing costs and making validation accessible to a broader range of participants.

2️⃣ Support for Decentralization

Lower costs attract more participants, expanding the validator network and strengthening the resilience of the ecosystem.

3️⃣ L1 Autonomy

Each L1 can set its own validation rules, staking requirements, and reward systems, enabling the creation of unique blockchains tailored to specific needs.

4️⃣ Flexibility for Enterprises

Regulated companies can avoid interacting with uncontrolled transactions, validating only their own permissioned L1s.

5️⃣ Dynamic Fees Instead of Fixed Staking

Validators will pay fees based on network load, reducing upfront costs and maintaining the sustainability of the P-Chain.

🪙 Why Does This Matter?

Innovation and Scalability

Avalanche takes a significant step toward horizontal scalability, allowing independent blockchains to operate in parallel without overloading the Primary Network.

Attracting New Projects

The absence of stringent validator requirements and the ability to customize L1s will attract more developers, companies, and institutional players.

🪙 Conclusion:

ACP-77 is a bridge between a decentralized future and the real-world needs of users.

Avalanche is confidently moving toward creating an ecosystem where technology serves the interests of all participants.

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👊 Freedom, Market, and Revolution: Javier Milei and the New Argentina

Last week, Lex Fridman posted an interview with Argentina's President Javier Milei, which garnered 2.1 million views.

The new leader, an anarcho-capitalist, aims to reform his country through deregulation and the restoration of economic freedom.

Discover the thoughts of a revolutionary who swapped Che Guevara for the free market.

🇦🇷 Economic Transformation: From Crisis to Growth

1️⃣ Avoiding Hyperinflation

Inflation reduced drastically in a year.

For the first time in 16 years, a budget surplus was achieved despite decades of deficits.

2️⃣ Reforms and Plans

Downsizing government and cutting subsidies, removing import duties.

Central Bank losses fixed at $45 billion; temporary currency controls introduced.

2025 forecast: 5-6% GDP growth and a doubling of per capita income within 10 years.


3️⃣ Private Sector

Private businesses showcase flexibility and adaptability.

Argentina climbed 90 positions in the economic freedom index within a year.

🇦🇷 Corruption: A Sacred Battle

Milei declared war on corruption by ending monopolies on advertising and exposing widespread fraud, including fake benefits.

Fitch upgraded Argentina's rating to CCC — far from perfect but a significant improvement.

🇦🇷 Freedom: The New Religion

"Socialism killed 150 million people in the 20th century, and freedom is priceless in itself."

Milei highlights how bureaucracy distorts systems for control and emphasizes the fight for individual rights.

“There’s no point in living if you’re not ready to die for freedom.”


🇦🇷 Deregulation: A Path to Efficiency

Argentina removes one regulation per day, aiming to scrap 3,000 by the end of Milei's term.

Federico Sturzenegger, the Minister of Deregulation, is helping build the world’s freest economy.

🇦🇷 Influencers of the New Era: Musk, Trump, DOGE

Milei admires Musk for his time efficiency and discussions on demographics.

He views Trump as an "anti-socialist Viking" and a Western ally.

🇦🇷 Advice for Youth

“Don’t give up; try more, so you have no regrets.”

The younger generation, through technology, understands the value of freedom, even in the face of resistance from elites.

Milei can be seen as a modern Moses, leading his country through a sea of bureaucracy and crises toward freedom.

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💸 A New Theory by BTCparser: Satoshi's Code

Discussions about the identity of Bitcoin’s creator have been ongoing for over a decade. We've heard theories about Dorian Nakamoto, Adam Back, Hal Finney, and even HBO-inspired narratives.

But despite all efforts, the mystery remains unsolved.

BTCparser offers a new hypothesis based on Bitcoin’s core feature—its blockchain.

Perhaps the key to solving the mystery lies not in personalities but in transactions—a sort of "Satoshi’s code."

💻 2009 vs. 2010: Why Hasn’t Satoshi Touched His First Bitcoins?

Traditional theories suggest that Satoshi lost access to his keys, passed away, or chose to leave things untouched.

BTCparser’s hypothesis: after disappearing from the public eye, Satoshi continued mining under a new pseudonym.


In 2010, he created a "new stash" of coins that are still being used for anonymous sales.

How Does BTCparser Build Its Logic?

Using 2010 coins avoids drawing attention to the original 2009 wallets.

This approach preserves anonymity and prevents unwanted questions.


🐋 2010 Megawhale: Traces of Satoshi?

Since 2019, BTCparser has been tracking mysterious wallets created in 2010. Their features include:

Mined in 2010: after Satoshi’s initial activity, but early enough to associate with him.

Dormant until activated: no activity until their awakening.

Consolidation and distribution: funds are pooled into a single address and then redistributed to multiple bech32 addresses.

💻 Wallet Activity: Key Data

November 2019: $5 million activated

March 2020: $6–8 million liquidated

October 2020: $11–13 million sold

November 2024: 40 wallets awakened, $176 million sold

A Hypothesis, Not a Conclusion

BTCparser emphasizes: this is just a hypothesis.

However, it provides a plausible explanation for why the 2009 wallets remain untouched while the 2010 assets are actively used.


🐋 Memecoin and Popularization

BTCparser itself launched a memecoin to visualize its theory.

The coin has no utility and was created purely to popularize the research.

Perhaps Satoshi has become a megawhale who influences the market from the shadows.

Or maybe this is just a 21st-century legend with its own new heroes.


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🐶 From DOGE to SAND: South Korea’s New Crypto Market Leaders

South Korean traders are back in action, fueled by Donald Trump’s victory in the U.S. elections.

Despite the Terra/Luna crash of 2022, which might have made the market cautious, it seems to be reigniting.

📈 Retail Reawakens

On South Korea’s largest exchange, Upbit, trading volumes have soared 11-fold, reaching $14.3 billion since the November 5 election.

◽️ DOGE, XRP, and XLM are the most traded assets.

◽️ Pairs DOGE/KRW, XRP/KRW, and XLM/KRW lead the way, accounting for 19% of Sunday’s trading volume.

Token growth this month:

◽️ DOGE: +164%
◽️ XRP: +188%
◽️ XLM: +463%

While these altcoins haven’t reached their 2021 peaks, their momentum is drawing attention.


💡 Bitcoin Losing Dominance

Since the election, Bitcoin’s dominance as the most traded asset has given way to altcoins.

While BTC is trading near its record high of $100,000 (+40% for the month), interest has shifted toward "cheaper" tokens.

💻 A New Pivot: Metaverse and SAND

South Koreans are turning their attention to the metaverse sector. SAND is showing significant growth for the first time in three years:

◽️ SAND/KRW: $2 billion in daily volume (14% of Upbit’s total).

◽️ Growth this month: +200%, reaching $0.76 (still far from its $8.49 peak in 2021).

🪙 What Does This Mean?

The South Korean market is once again becoming a catalyst for crypto asset growth.

Interest in the metaverse could signal the start of a new wave of activity.

The last time tokens like SAND and other gaming and metaverse assets rallied, it marked the final phase of the 2021 bull market.


Stay tuned for volume shifts and trends — altcoins might be taking the lead again.

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📁 What’s New in the World of Cryptocurrency Last Week?

The crypto market continues to surprise us with major events and exciting initiatives!

Here’s a quick rundown of the key news that could shape the industry’s future:

1️⃣ U.S. Economy: Q3 GDP Growth at 2.8%

The American economy shows steady growth, but the Core PCE Price Index fell short of expectations at just 2.1%. This could influence monetary policy and interest in digital assets.

2️⃣ New Crypto Regulation Initiative in the U.S.

The Trump administration proposes expanding the CFTC’s authority to oversee cryptocurrencies, including Bitcoin and Ethereum, reducing the SEC’s influence.

3️⃣ Confiscation of Mining Equipment in the U.S.

U.S. customs authorities have detained shipments of Bitmain’s Antminer S21 and T21. The reasons remain unclear, but this has already caused significant disruptions for some miners.


4️⃣ Court Challenges Sanctions on Tornado Cash

An appeals court ruled that sanctions on Tornado Cash’s immutable smart contracts exceeded the Treasury’s authority.

5️⃣ Brazil Proposes Bitcoin Reserve

A bill to include Bitcoin in the country’s strategic reserves is gaining traction.

6️⃣ Blockchain and AI Integration

CZ from Binance highlighted the importance of combining blockchain and artificial intelligence for new financial and social solutions.

7️⃣ Kraken Shutting Down NFT Marketplace

The crypto exchange announced it would close its NFT platform by February 2025 to focus on new projects.


8️⃣ ZA Bank in Hong Kong Launches Crypto Trading

Users can now buy and sell Bitcoin and Ethereum directly through the mobile app using USD or HKD.

9️⃣ Altcoin ETF Approvals Delayed

According to analysts, decisions on ETFs for SOL, XRP, and other altcoins are unlikely before late 2025.

1️⃣0️⃣ The Concept of a “World Computer”

Experts introduced the idea of a decentralized platform for collaboration, supporting DeFi, stablecoins, and social networks.


Conclusion:

The crypto market continues to grow despite challenges. Initiatives in regulation, innovation, and the global economy are setting the direction for the future.

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📊 November Results: Decline in Deals and Investment Volume

November marked a month of decline in both the number of deals and the total investment volume.

According to RootData, 86 projects were announced, which is 13% less than in October (95), 8.5% less than in November last year (94).


📊 Sector Breakdown

Investments in November were distributed as follows:

▪️ CeFi — 8%
▪️ DeFi — 27%
▪️ NFT/GameFi — 19%
▪️ L1/L2 — 16%
▪️ RWA/DePIN — 9%
▪️ Tools and Wallets — 5%
▪️ Artificial Intelligence — 15%

📊 Decline in Funding Volume

The total funding amount for November was $450 million.

This is a 43.8% decrease compared to October ($780 million) and a 65.1% decrease compared to November 2023 ($1.29 billion)


Top-3 Deals of the Month:

1️⃣ USDX.Money — $45 million. Development of a stablecoin with a $275 million valuation.

2️⃣ 0G Labs — $35 million. Modular AI blockchain infrastructure.

3️⃣ Monkey Tilt — $30 million. Sports prediction platform.

📊 What’s Next?

While there has been a decline in investment volumes, interest in DeFi, AI, and L2 projects remains strong.

Which projects will succeed in the current market in December?

We are watching new investments and developments closely.

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🖥 3 Signs of a Secure Telegram Bot for Multicurrency Transactions

In the world of digital finance, security is paramount 🛡

With the growing popularity of payment bots, knowing how to choose a reliable solution is essential.

Using the trusted @Altery bot as an example, let’s break down three key features that ensure the safety of your transactions.


1️⃣ Legal Transparency

Security starts with regulation. Altery complies with the PCI DSS standard and is regulated by the UK Financial Conduct Authority (FCA).

This guarantees transaction protection and adherence to international standards.


2️⃣ Convenient Multicurrency Account Management

Altery allows users to open and manage accounts in British pounds, euros, and US dollars, making cross-border transactions simple and efficient.

3️⃣ Personal IBAN

Users can quickly obtain personalized IBANs, making direct payments easier and reducing fees for international transfers.

Easiest Way to Pay with Altery!

With the Altery Telegram bot, your transactions become simpler than ever:

Create an account directly in the bot @Altery
Select a recipient from your contact list
Enter the amount and confirm the transfer

That’s it! The recipient instantly receives a payment link and can access the funds.


Open an account and start making seamless transfers now @Altery 🔐

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