Company Strategy - Strategy CEO states selling Bitcoin is a last resort, only if mNAV falls below 1x, alternative financing is inaccessible, and preferred dividend obligations must be met [1] - The company prioritizes market sentiment and narrative, strongly preferring not to be "the company that sells Bitcoin" [1] - Selling Bitcoin is considered only after all other funding channels are exhausted [1] Bitcoin Holding - The company theoretically has the ability to sell Bitcoin [1] Source - The information is based on an interview with Strategy CEO Phong Le on November 28, 2025 [1]

Arkham announced the launch of Zcash on-chain tracking, labeling over 53% of Zcash transactions — including both shielded and transparent — representing around $420 billion in volume linked to identifiable individuals and institutions. About 48% of transaction inputs and outputs and 37% of total balances (approximately $2.5 billion) have been attributed to entities. https://t.co/5QDujycSbH ...

吴说获悉，OKX 公告称，将支持向持有 ADA、BTC、ETH、SOL、XRP、BNB、AVAX 及 BAT 的用户发放 Midnight (NIGHT) 空投代币。有社区用户质疑空投发放名单有 BNB 持有用户，而没有 OKB 持有用户。OKX 回应称，看到了社区的声音，理解大家的心情，本次 NIGHT 空投规则完全由项目方制定。https://t.co/RBgbxGYrF9 ...

Bitcoin logged one of its weakest Novembers since 2018. Presto Research’s timezone analysis shows the month’s sell-off was driven mainly by European trading hours, while Asia and the U.S. were roughly flat. BTC and ETH fell ~20–25% over the month. https://t.co/mzsbJNFioc ...

Market Sentiment - Arthur Hayes views Monad as a "high-FDV, low-float" trap created by VCs [1] - Hayes initially set a $10 target for MON, but later turned bearish, predicting it will go to zero [2] - Hayes believes that most L1 blockchains, except Ethereum and Solana, will eventually become worthless [2] Competitive Analysis - Hayes argues Monad cannot compete with Ethereum and is weaker than Solana [2] - Monad's "next-gen ETH killer" narrative is considered a scheme for founders and backers to profit [2]

Paradigm co-founder Matt Huang reposted research by @notnotstorm on X, highlighting that prediction market Polymarket may have a data aggregation error that causes its reported trading volume to be double-counted. The issue could affect most third-party analytics and public datasets that rely on Polymarket’s disclosed figures. Some observers noted that Paradigm backs a rival to Polymarket and criticized Huang for allegedly trying to discredit a competitor. https://t.co/AjDI1SOqib ...

According to SoSoValue, on Dec 8 (ET) U.S. spot Bitcoin ETFs saw $60.48M net outflows, despite BlackRock’s IBIT leading with $28.76M in single-day inflows. Spot Ethereum ETFs recorded $35.49M net inflows. Spot Solana ETFs posted $1.18M net inflows. Spot XRP ETFs recorded $38.04M net inflows. https://t.co/EovpjtoJS9 ...

Community tallies show Solana’s active validators have fallen from over 2,500 in March 2023 to around 800 today (≈–68%). Opinions diverge: some argue the decline reflects healthy pruning of Sybil nodes; others—including infrastructure teams—say many recent exits were genuine operators leaving due to economic and operational costs. The real effect on decentralization depends on the remaining number of independent validators and the distribution of stake/voting power. https://t.co/wKrEv1nyRH ...

Ethereum Network Development - Vitalik Buterin criticized the Ethereum Foundation's past neglect of P2P networking expertise, focusing more on cryptoeconomics, BFT consensus, and block-layer work [1] - The Ethereum Foundation has shifted its focus, now prioritizing network layer improvements [1] - PeerDAS performance is cited as evidence of this change, with praise for the efforts of @raulvk and EF contributors [1] - The roadmap includes faster propagation, stronger resilience, and parallel improvements in network privacy [1]

Canada’s CRA says ~40% of taxpayers using crypto platforms are evading taxes or at high risk of non-compliance. The agency’s cryptoasset program has 35 auditors handling 230+ cases, recovering about $100M over three years. CRA cites legal gaps that hinder reliable identification of crypto taxpayers and has sought user-data disclosures from platforms such as Dapper Labs. https://t.co/qfaPWRspC7 ...