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Industry executives have stated that the prospects for crypto asset treasury companies (DAT) are bleak in 2026, with many large corporations experiencing significant declines in stock prices. Altan Tutar, co-founder and CEO of MoreMarkets, said that as market competition intensifies, most Bitcoin treasury companies will disappear along with other crypto asset treasury firms. Companies focused on altcoins will be the first to exit, and those capable of providing additional value and stable returns are more likely to succeed. Ryan Chow, co-founder of Solv Protocol, stated that by early 2025, the

Despite the current market sentiment being subdued, Galaxy Digital CEO Mike Novogratz remains confident in Bitcoin's long-term potential. He stated that Bitcoin has not yet reached its all-time high but also acknowledged the need for more "adjustments." He compared the development of cryptocurrency infrastructure to the boom period following the internet bubble burst, believing that the sector will not experience a bear market. Novogratz's company holds 6,894 Bitcoins, worth $600 million. Meanwhile, the trading price of Bitcoin is $87,268.68, down 1.08% in the past 24 hours; Galaxy Digital's s

The U.S. Federal Reserve concluded a two-day monetary policy meeting on the 10th, announcing a 25 basis point cut in the federal funds rate target range to between 3.5% and 3.75%.
This decision was in line with market expectations. It is the third consecutive rate cut by the Federal Reserve since September this year, with each cut being 25 basis points, and it is also the sixth rate cut since the start of this cycle in September 2024.
In a statement issued after the meeting, the Federal Open Market Committee (FOMC) said that US economic activity is expanding moderately, but job growth has slow

On December 10, according to Businesswire, GameStop, a company listed on the New York Stock Exchange, released its third-quarter financial results, disclosing that it held $519.4 million worth of Bitcoin as of the end of the third quarter of 2025, as well as $8.8 billion worth of cash, cash equivalents and marketable securities. GameStop also disclosed that its net profit for the third quarter was $77.1 million, compared with $17.4 million in the same period last year, excluding other items such as unrealized losses on digital assets, adjusted net income reached $139.3 million, a significant i

Who would want to short US stocks when the Fed is "hinting at easing"?
This time, the real reason why bears are afraid to act rashly is—RMP (Reserve Management Purchases). According to several major Wall Street investment banks, to prevent a year-end cash crunch, the Fed may announce the start of RMP as soon as at next week's meeting. This means that starting January next year, the Fed will buy $2–3.5 billion in short-term US Treasuries every month. Although officials will insist, "This is not QE (Quantitative Easing), it's just a technical adjustment," since QE buys long-term bonds and RMP bu

The U.S. Securities and Exchange Commission (SEC) Crypto Special Working Group will hold a public roundtable on December 15 to conduct an in-depth discussion on policies related to financial surveillance and privacy. The event is open to registered in-person attendees and will also be broadcast live online. The SEC emphasized that being invited to attend the roundtable does not constitute an endorsement of any related project or individual by the agency.
According to the agenda, several SEC officials will deliver opening remarks, including Richard B. Gabbert, Chief of Staff of the Crypto Speci

The emotional fluctuations in the financial markets are just like the thoughts of Federal Reserve officials during the "quiet period"—calm on the surface, but with undercurrents beneath.
The internal structure of the Fed is also full of dramatic tension.
The voting members who openly support pausing rate cuts include Collins, Goolsbee, Musalem, Schmid, and Governor Barr. They act as a conservative line of defense, refusing to let go when the economy "hasn’t reached the cliff" yet.
On the other hand, supporters of rate cuts include Bowman, Waller, Miran, and Williams, with the latter insisting

Kevin Hassett is a popular candidate to succeed Jerome Powell as the chairman of the Fed, with the prediction market estimating an 80% probability of his election. Hassett is a well-known supply-side economist who believes the inflation battle is over and has been advocating for an immediate interest rate cut. If he is elected, along with the addition of Kevin Warsh and others, it could form one of the most dovish voting blocs in the Fed in decades, signaling a significant shift towards loose monetary policy and potentially pushing interest rate expectations down to 2.0%-2.5%.

The most important catalyst is that Grayscale has launched the world's first Spot DOGE ETF—GDOG. This is not only a historic moment for DOGE but also a "coming of age" for the entire meme coin sector.
GDOG is directly listed on the NYSE Arca, and the first $1 billion in assets has a completely zero fee rate. What does this mean? It means that any institution that wants to buy DOGE but doesn't want to deal with wallets and custody can now enter the market openly and compliantly.
Even more exaggerated is that once the ETF opens, the speed of capital inflow is so fast that it exceeds anal

On November 24, the Ethereum ETF recorded a massive inflow of $96.6 million, with BlackRock contributing $92.6 million. On November 25, another $78.6 million flowed in, with Fidelity's FETH attracting $47.5 million and BlackRock's ETHA increasing by $46.2 million. Despite the inflows, the price of Ethereum remained under pressure at $2,913.41, down more than 30% from July 2024 levels, and technical indicators also showed short-term bearish signals. Meanwhile, VanEck submitted an application for a spot ETF (VBNB) tracking Binance's BNB, with BNB trading at $857.52 amid a generally w

On November 24, the U.S. economy is exhibiting puzzling anomalies, causing concern among policymakers tasked with curbing inflation and maintaining a robust labor market. Data from the Labor Department shows job losses in June and August, with an average addition of only about 62,000 jobs over the three months ending in September. However, worker productivity, a key driver of economic output, remains high. The Gross Domestic Product (GDP), which measures all goods and services produced in the economy, also remains strong. This contradictory phenomenon of economic expansion coexisting with a we

With the implementation of the CARF framework in most major economies around the world from 2027 to 2028, the barbaric growth period of the crypto assets market is coming to an end, and compliance, transparency, and taxation will become the new key terms dominating future development.
For investors, this means that they must reassess their Crypto Assets investment strategies and take tax costs into account when making investment decisions.
At the same time, the legislative efforts of Senator Lummis and others also indicate that there is still room for the industry to strive for more reasonable

Bitcoin's drop to just over $90,000 has triggered a rapid adjustment in prediction market sentiment, with traders shifting from betting on a rise to anticipating a deeper structural fall. Polymarket's odds currently lean towards further decline, reflecting the market's surprise at the ongoing weeks of dumping that have erased much of Bitcoin's gains this year. QCP noted that even professional traders did not expect the weekly Closing Price to fall below $100,000, calling it a cyclical turning point. On-chain data shows oversold momentum and capitulation pressure, but CryptoQuan

The wails of 140,000 people getting liquidated have not yet dissipated, and the Candlestick Chart of the crypto market has begun a new round of fluctuation. Some are buying the dip, some are cutting loss, and some are waiting and watching. It resembles an endless casino, where human greed, fear, and luck cycle infinitely.
But history has long proven that no asset can exist outside of economic laws for a long time. When the U.S. economy transitions from "ICU" to "general ward", when the Federal Reserve's policies return to normal, and when retail investors finally realize that "getting rich