Core Viewpoint - Datavault AI and members of the Nelson Mandela family have announced the formation of Mandela Digital Ventures, aimed at developing digital asset products that align with the legacy of Nelson Mandela [1] Group 1: Company Overview - Datavault AI Inc. is recognized as a leader in data monetization, credentialing, digital engagement, and real-world asset (RWA) tokenization technologies [1] Group 2: Strategic Initiative - The collaboration with Mandela Dlamini & Manaway L.L.C. signifies a strategic initiative to create digital asset products that honor Nelson Mandela's legacy [1]

Core Viewpoint - Standard Chartered forecasts that Bitcoin will reach $100,000 and Ethereum will hit $4,000 by the end of 2026, despite an anticipated decline to $50,000 and $1,400 respectively before that [1] Market Performance - Bitcoin ETF holdings have decreased by approximately 25%, with total assets under management dropping from a peak of $165 billion to $96 billion, a decline of 41% [2] - Ethereum ETFs have similarly fallen from a peak of $23 billion to $13 billion, a decrease of 43% [3] - Bitcoin is currently trading at $67,456, down 27% over the last 30 days and 46% lower than its all-time high of over $126,000 [3] - Ethereum is trading at $1,969, having risen 2.8% in the past day but is still 4% lower than the previous week [4] Future Expectations - A prediction market indicates a 58% chance that Bitcoin's price will drop to $55,000 before rising to $84,000 [4] - Despite recent price declines, Standard Chartered maintains a long-term positive outlook, keeping its end-2030 forecasts for Bitcoin at $500,000, Ethereum at $40,000, and Solana at $2,000 [5] Market Metrics - The bank emphasizes two key metrics during market downturns: the pullback relative to all-time highs and the percentage of Bitcoin currently in profit, noting that while declines are sharp, they are not as extreme as in previous cycles [6]

Group 1 - KBank has filed 13 trademark applications for stablecoin wallets, including names like KSC Wallet and Kbank SC Wallet, as it accelerates its IPO plans [1][2] - The trademark applications are classified under software for digital currency, cryptocurrency, and stablecoin transactions, as well as crypto mining and financial services [2] - The planned wallet system is expected to be comprehensive, covering functions such as remittances, payments, and settlements [3] Group 2 - KBank is currently in the process of going public, marking its third attempt at an IPO, with previous attempts in 2023 and 2024 [3][4] - Proceeds from the IPO will be directed towards enhancing its digital asset business, with a listing on the KOSPI scheduled for March 5, 2026 [4] - The IPO trend is notable in the industry, with other companies like Ledger and BitGo also pursuing public offerings, indicating a growing interest in the crypto sector [5][6]

Core Insights - AtlasClear Holdings, Inc. reported significant progress in fiscal 2025, focusing on financial stability and operational improvements, setting the stage for growth in 2026 [1][2] Financial Transformation - Fiscal 2025 was a pivotal year for AtlasClear, aimed at stabilizing the financial position and addressing legacy structural constraints for sustainable growth [2] - The company executed balance sheet actions that converted and extinguished over $43 million of legacy de-SPAC liabilities, reducing obligations by over 80% and restoring positive stockholders' equity [3] - These actions strengthened the capital structure, reduced financial overhang, and improved financial flexibility [3] Operational Progress - AtlasClear's subsidiaries, particularly Wilson-Davis & Co., showed improving performance, with Wilson-Davis generating $3.05 million in revenue for October 2025, a 113% increase year-over-year, and net income of $0.94 million, up 169% year-over-year [6][7] - The company activated underutilized revenue lines, especially in the stock loan business, contributing to improved operating leverage [8] - Partnerships, such as the integration of LocBox technology, enhanced stock loan inventory optimization and expanded service offerings [9] Leadership and Governance - AtlasClear completed financings totaling approximately $25 million, including a $20 million financing post-first fiscal quarter of 2026, strengthening liquidity and aligning leadership with shareholders [10] - The leadership team was enhanced with the appointment of Sandip Patel as CFO and General Counsel, and the return of Steven Carlson as an independent director [11] 2026 Strategic Outlook - The company is focused on disciplined execution and expanding its operating platform, with key priorities including selective acquisitions that are strategically aligned and complementary to organic growth [12][13] - Plans for 2026 include scaling successful businesses, maintaining regulatory and capital discipline, and building a durable financial infrastructure [13] - Continued onboarding of correspondent clearing clients and expansion of stock loan and margin lending activities are also key focuses [16]

Regulatory Landscape & Market Structure - US Senate delays the Clarity Act, postponing the crypto market structure bill until 2026 [1] - Key issues remain unresolved, including regulations for top government officials profiting from crypto ventures and the extent of decentralized finance regulation [4][5] - Senate Banking Committee anticipates a markup on bipartisan digital asset market structure legislation in early 2026 [7] - Binance secures first global license under ADGM framework, separating trading, custody, settlement, and off-exchange activities [18][19] Market Trends & Investment - Despite Bitcoin's price remaining relatively stable year-to-date, fundamentals have drastically changed [7] - Traditional finance is increasingly embracing crypto, with banks like JP Morgan engaging in various crypto-related activities [9][10] - XRP ETF inflows have surpassed $1 billion since launching in November, demonstrating positive net inflows for over 30 consecutive days [14] - Solana ETFs have the highest net inflows of all crypto ETFs, exceeding $63 million in the last 7 days [15] - Investors are rotating profits from Ether and Bitcoin ETFs into Solana and XRP [16] Company Initiatives - Coinbase is expanding its platform to offer stocks, becoming an "Everything Exchange" with multiple asset classes [20][22]

Core Insights - Super League is enhancing its digital asset project design, DeFi ecosystem development, and governance capabilities in preparation for a digital-asset strategy announcement planned for Q1 2026 [1] Group 1: Leadership Appointments - Hunter Williams has been appointed to the Board of Directors, bringing extensive experience in digital asset strategy and project economics, with a history of advising high-growth companies and achieving billion-dollar valuations [2] - Patrick Martin has been appointed as a Strategic Advisor, with a 35-year background in entrepreneurship and venture capital, focusing on fintech and digital asset platforms, and has a portfolio of over 60 companies in the digital asset economy [3] Group 2: Strategic Vision - Hunter Williams expressed enthusiasm for joining Super League, citing the company's successful corporate turnaround and the potential for increasing shareholder value through digital asset innovation in a supportive regulatory environment [4] - The CEO of Super League, Matt Edelman, highlighted the strategic leadership and experience that Williams and Martin bring, which will be crucial for developing DeFi products and community building, as the company explores next-generation opportunities for growth [4]

Group 1 - Woori Bank has started displaying Bitcoin prices in its main trading room in Seoul, alongside won-dollar exchange rates and stock market data, indicating a growing interest in cryptocurrencies [1][2] - The initiative reflects the increasing prominence of digital assets in global financial markets, as Woori Bank aims to monitor them as key indicators for market trends [2] - The financial ecosystem is witnessing a trend towards integrating Traditional Finance (TradFi) with digital asset markets, with several alliances being formed to facilitate this integration [3] Group 2 - Recent partnerships, such as the one between Kraken and Deutsche Börse, aim to bridge TradFi and crypto through trading, custody, settlement, collateral management, and tokenized assets [3] - Hana Financial Group and Dunamu have also signed an agreement to introduce blockchain technology for services like overseas remittances, showcasing the broader interest in digital assets [4] - The integration of TradFi and crypto is further exemplified by the rise of crypto Exchange Traded Funds (ETFs), with major asset management firms like Grayscale, Franklin Templeton, BlackRock, and Fidelity issuing multiple crypto ETFs [5] Group 3 - Franklin Templeton's Solana ETF has begun live trading on the NYSE Arca platform, indicating a growing acceptance and integration of crypto products in traditional financial markets [6]

Core Viewpoint - Copper, a UK digital asset custodian, believes that Bitcoin's prolonged decline is nearing its end, with current market dynamics resembling a "late downtrend behavior," which historically precedes significant reversals [1]. Market Dynamics - The initial phase of the downtrend was heavily influenced by ETF flows, where redemptions consistently drove prices lower. However, this relationship has now weakened [2]. - The 30-day elasticity between ETF flows and Bitcoin returns has decreased to one of the lowest levels this year, indicating that the market has absorbed substantial selling pressure [3]. ETF Influence - Copper has categorized Bitcoin ETF holdings into structural "bands," which indicate price levels where Bitcoin tends to stabilize based on ETF demand. These bands have shown consistent behavior, resembling stair-step price levels that Bitcoin ascends as ETF demand increases [3][4]. - Historically, when ETFs push Bitcoin into a new ownership band, the following 10 days typically see price gains of 10-13%. However, once ETF inflows stabilize within that band, future returns tend to flatten, leading to a more sideways market phase [5]. Current Market Position - Bitcoin is currently trading around $86,000, with ETF holdings concentrated at the upper end of their historical range, typically associated with the $100K–$120K price zone [6]. - The behavior of Bitcoin within these ownership bands is crucial for future outlooks. In the highest band, where Bitcoin currently resides, the average ten-day return has turned slightly negative, marking it as the only band in the dataset with a negative forward return profile [7][8].

📊 UPDATE: Digital asset ETPs recorded $2B in outflows last week, the largest since February. https://t.co/H0EyJhPFGF ...

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