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Market Overview - The Solana (SOL) token briefly lost its $120 support but managed a weak bounce, ending the week in the red [1] - Bitcoin reached $90,000 before quickly dropping below $88,000, indicating ongoing post-Christmas market struggles [1] Solana Ecosystem Performance - The trading volume in the Solana ecosystem increased by 11% to $12 billion, although the market cap decreased by 3% to $173 billion [2] - Despite the overall decline in the Solana ecosystem, SOL products experienced institutional inflows for the second consecutive week, contrasting with the performance of Bitcoin (BTC) and Ethereum (ETH) [3] Stablecoin Developments - The Solana-based stablecoin USX (USX) briefly depegged on decentralized exchanges (DEXs) due to low liquidity and heavy selling, but was restored to dollar parity by Solstice Finance [4] - The stablecoin market is expected to grow significantly, with predictions of reaching a $1 trillion industry by 2026, driven by major players like Western Union entering the market on Solana [8] Future Predictions for Solana - Experts predict that Solana will enhance its internet capital markets in 2026, supported by the Firedancer upgrade, which is expected to increase network speed beyond 1 million transactions per second and reduce finality to under 150 milliseconds [9] - The developments in Solana are anticipated to transform DeFi, payments, and other sectors, positioning it as a robust base layer for value exchange and capital raising [9] L1 Ranking and Market Position - Solana is projected to end 2025 as the blockchain with the second-highest total value locked (TVL), while Ethereum remains at the top and BNB Smart Chain faces significant challenges [5]

Group 1: On-chain Derivatives Market - Hyperliquid experienced significant growth in 2025, with approximately 609,700 new users, a total trading volume of about $2.95 trillion, and annual revenue of around $844 million [3] - During the market crash on October 11, Hyperliquid recorded the highest liquidation amount across exchanges, totaling $10.276 billion, with $9 billion from long positions [3] - Competitors Aster and Lighter are gaining market share, with Hyperliquid, Aster, and Lighter holding 47.6%, 15.9%, and 10.3% of the open interest market share, respectively [4] Group 2: Rise of Tokenized Real-World Assets (RWA) - Ondo Finance has launched over 100 tokenized U.S. stocks and ETFs on Ethereum, achieving a total trading volume exceeding $5.5 billion [5] - BlackRock's tokenized U.S. Treasury fund BUIDL has a total size of approximately $1.83 billion, with Ethereum leading at $572 million [6] - Predictions indicate that the market value of on-chain RWAs, excluding stablecoins, will grow from $35 billion to $2 trillion by 2028, primarily on Ethereum [7] Group 3: Prediction Market Developments - Regulatory relaxation in the U.S. has led to significant investments in the prediction market sector, with ICE investing $2 billion in Polymarket, raising its valuation to $8 billion [8] - Robinhood is launching a prediction market service through KalshiEX LLC, expected to open to eligible customers soon [9] Group 4: World Liberty Financial's Token Launch - World Liberty Financial, associated with the Trump family, launched its WLFI token and stablecoin USD1, with USD1's market cap reaching $3.199 billion [10] - A proposal to unlock up to 5% of WLFI tokens for partnerships has sparked internal community debate [11] Group 5: Uniswap's V4 Launch and Governance Changes - Uniswap Labs released Uniswap v4, introducing "hooks" contracts for developers and improving transaction efficiency [12] - A governance proposal to initiate a fee mechanism and reduce UNI supply was overwhelmingly approved, including the burning of 100 million UNI [13] Group 6: Growth in Privacy Sector - Zcash's token price surged by 375%, with a market cap exceeding $9 billion, while Monero's market cap reached $8 billion [14] - Vitalik Buterin emphasized the importance of privacy in crypto payments, advocating for a robust privacy solution [15] - The Ethereum Foundation is expanding its privacy technology efforts with a new "Privacy Cluster" [16] Group 7: Blockchain Innovations and Funding - Tempo, a blockchain startup supported by Stripe, raised $500 million in Series A funding, focusing on stablecoin payment infrastructure [17] - Circle launched the Arc blockchain for enterprise-level stablecoin payments, attracting participation from major institutions [18] Group 8: Solana's Revenue Leadership - Solana led public chain revenues in 2025 with $1.3 billion, while Ethereum fell to fourth place with $524 million [18] Group 9: Ethereum Upgrades and Foundation Reforms - Ethereum completed two major upgrades in 2025, Pectra and Fusaka, aimed at improving user experience and scalability [22] - The Ethereum Foundation underwent leadership changes and restructured its research and development teams [23][24]

Core Insights - Short-term derivatives traders are maintaining long positions in several altcoins, but without strict stop-loss plans, these positions may face liquidation risks as early as January [1] Group 1: Solana (SOL) - Solana's liquidation map indicates a significant imbalance, with cumulative long liquidations greatly exceeding short liquidations [2] - Historical data suggests January is typically a strong month for SOL's price performance, supported by a bullish RSI divergence indicating potential recovery [3] - Recent data shows SOL ETFs recorded their weakest weekly inflow since launch, with net inflows dropping over 93% from nearly $200 million to only $13.14 million, signaling weakening ETF demand which could pressure SOL's price [4][5] - If SOL's price falls to $110, cumulative long liquidations could exceed $880 million, necessitating caution for long positions [5] Group 2: Zcash (ZEC) - ZEC's liquidation map also shows heavy capital and leverage allocation to long positions, with an increase in locked Shielded Pools and a strong price rebound from around $300 to above $500 in December [6] - Profit-taking by early December buyers could lead to selling pressure, posing a risk of liquidation for long positions [7]

Core Insights - The article highlights three altcoins that investors should monitor as the year 2026 approaches, indicating potential growth due to significant network developments at the end of the month and quarter [1] Group 1: Solana (SOL) - Solana's price is currently around $127, showing signs of escaping a month-long downtrend, suggesting improving momentum as technical pressure eases [2] - The upcoming Alpenglow upgrade is expected to be a bullish catalyst, with the mainnet deployment planned for early next year, potentially driving SOL above $130 towards the $136 resistance zone [3] Group 2: The Graph (GRT) - The Graph is preparing to launch the Horizon mainnet before year-end, aiming to establish itself as a global data layer, which has increased investor attention despite recent market weakness [4] - GRT is currently trading near $0.0377, down 25.8% since the start of the month, with tightening Bollinger Bands indicating potential volatility expansion; a bullish move could lift GRT towards $0.0421 [5] - If GRT fails to generate upward momentum, it may remain capped below the $0.0381 resistance, with potential declines towards the $0.0353 support [6] Group 3: Avalanche (AVAX) - Avalanche is set to launch the Particle Chain, which introduces a Universal Transaction Layer aimed at unifying chains, assets, and applications, enhancing its role in the DeFi ecosystem [7] - The network has surpassed 10 billion transactions across its Layer 1 networks, indicating strong activity; AVAX has increased by 13.5% over the past 10 days, currently trading near $13.00, with an active uptrend signaled towards $13.40 [8]

Market Overview - Bitcoin is trading around $87,000 as of the final weekend of 2025, with investors showing caution due to thin liquidity and tax-driven selling [1] - Bitcoin's current price is $87,351.16, while Ethereum is at $2,923.07, Solana at $122.01, XRP at $1.84, Dogecoin at $0.1221, and Shiba Inu at $0.057119 [2] Technical Analysis - Key technical level for Bitcoin is its 20-month moving average; a monthly close above $90,000 could confirm bullish momentum and target prices in the $105,000–$110,000 range [3] - Bitcoin's monthly trend indicator has turned bullish for the first time since March 2023, indicating potential improvement in the broader trend despite current volatility [5] Market Dynamics - Bitcoin is one of the few major assets down for the year, leading investors to sell BTC to offset taxes from gains in other assets, increasing downside pressure [4] - A critical support level for Bitcoin is identified at $85,200; a sustained break below this level could lead to accelerated losses [4] Liquidation and Outflows - Recent data shows 93,477 traders were liquidated in the past 24 hours, amounting to $244.46 million [7] - There were net outflows of $175.3 million from spot Bitcoin ETFs and $52.7 million from spot Ethereum ETFs on Wednesday [7]

Core Insights - Solana is projected to lead public chain revenues in 2025 with $1.3 billion, being the only public chain expected to exceed $1 billion in revenue [1] Revenue Rankings - Hyperliquid is expected to generate $816 million, ranking second [1] - Tron is forecasted to achieve $608 million, placing third [1] - Ethereum has dropped to fourth with an expected revenue of $524 million [1] - BNB Chain is anticipated to earn $257 million, while edgeX is projected to reach $169 million [1]

Core Insights - Solana is projected to lead public chain revenues in 2025 with $1.3 billion, being the only public chain expected to exceed $1 billion in revenue [1] Revenue Rankings - Hyperliquid is expected to generate $816 million, ranking second [1] - Tron is projected to earn $608 million, placing third [1] - Ethereum has fallen to fourth place with an expected revenue of $524 million [1] - BNB Chain is anticipated to generate $257 million [1] - edgeX is expected to reach $169 million in revenue [1]

Core Insights - The venture firm Dragonfly asserts that Ethereum and Solana will coexist in the expanding market for tokenized assets, emphasizing that "you can't just have one blockchain" [1] - Tokenized assets have surged past $23 billion in 2025, marking a 260% increase in a year, highlighting the growing interest in real-world assets (RWAs) [2] - Ethereum currently dominates the market with an on-chain asset value of approximately $183.7 billion, while Solana holds around $15.9 billion, indicating Ethereum's position as the "Wall Street" of tokenization [3] Tokenization Market Dynamics - Tokenization transforms real-world assets like U.S. treasuries and real estate into digital receipts on a blockchain, enabling 24/7 trading [2] - Major institutions are increasingly focusing on where to allocate their investments in tokenized assets, with Ethereum hosting most stablecoins and institutional products [2] - Solana's low fees and high trading volumes make it appealing for high-speed trading activities, showcasing its unique advantages [2] Chain Specialization - The trend of applications moving between chains, such as Sorare transitioning from Ethereum to Solana, illustrates the need for different blockchains to cater to varying requirements [3] - The debate over which blockchain will dominate is less critical than understanding the strengths of each chain, as different chains will likely specialize in different areas [3] - Hadick suggests that no single blockchain can accommodate all tokenized assets, indicating a future where multiple chains coexist, similar to the payment networks of Visa and Mastercard [4]

Core Insights - The efficiency and low-cost nature of blockchain technology are expected to drive massive adoption and utility for companies and end users over the long term [1] Group 1: Industry Trends - The surging adoption of decentralized finance (DeFi) projects is anticipated to lead to significant growth in the sector [3] - Identifying crypto projects with real-world use cases is viewed as a strategy for delivering above-average returns for investors [3] Group 2: Company Analysis - Hyperliquid - Hyperliquid is positioned as a leader in decentralized perpetual futures trading, offering sub-second finality and a capacity of 200,000 transactions per second [4][7] - The project has rapidly ascended to the top-25 in crypto market cap rankings, addressing key pain points such as high costs and slow settlements [5] - Hyperliquid has successfully channeled around 99% of its revenue from trading fees back into token buybacks, which is expected to enhance its tokenomics and drive price appreciation [5] - The business model of Hyperliquid is considered one of the best in the crypto space, with millions in daily trading volume and minimal staffing [6]