Group 1 - Bitcoin surged past the $95,000 mark influenced by CPI data, indicating a consensus leaning towards potential interest rate cuts by the Federal Reserve [1] - The overall cryptocurrency market experienced a mild rebound, with a total market capitalization increase of 0.75% to approximately $3.13 trillion, and a 24-hour price increase of about 4.52% [1] - Ethereum (ETH) showed strong performance with a price increase of approximately 7.46%, benefiting from a recovery in on-chain activity [3] Group 2 - Institutional ETF inflows were robust, with Bitcoin ETF net inflows reaching $753 million, although macroeconomic uncertainties limited further price increases [3] - Ethereum's on-chain transaction volume grew by 6.8% to 2.05 million transactions, with accelerated adoption in DeFi and Real World Assets (RWA) [3] - JPMorgan predicts that Ethereum could surpass Bitcoin by 2026, with price forecasts ranging from $4,500 to $7,000, and an optimistic scenario suggesting a price of $11,000 [3]

Core Insights - The stablecoin market has significantly benefited Solana, with its market capitalization growing from under $6 billion to $13.3 billion over the past year, making it the fastest-growing blockchain for stablecoins [1] - As of December, the market cap of stablecoins on Solana reached over $16 billion, indicating strong growth compared to other blockchains like Ethereum and Tron, which saw increases of 43% and 40% respectively [2] - Major financial institutions and fintech companies are increasingly interested in Solana, which is becoming a leading platform for stablecoin transactions due to its affordability and speed [3][4] Market Dynamics - The growth of stablecoins on Solana positions it as a potential leader in fast and low-cost stablecoin payments, with expectations of increased usage driven by crypto trading applications [4] - The introduction of regulatory frameworks, such as the GENIUS Act, has heightened interest in stablecoin issuance, with many traditional finance players looking to Solana for their stablecoin solutions [5] - Notable companies like PayPal, Western Union, and Visa are actively engaging with Solana for stablecoin initiatives, indicating a trend towards mainstream adoption of stablecoins on this blockchain [6]

Core Viewpoint - The cryptocurrency market is undergoing structural adjustments, with a noticeable divergence among mainstream tokens. Ethereum is showing long-term potential to surpass Bitcoin due to its strong foundation in decentralized applications, despite short-term price fluctuations [1][2]. Industry Dynamics - Ethereum's competitive advantage is widening, maintaining its dominance in stablecoins, real-world asset (RWA) tokenization, and DeFi, unaffected by market volatility. Large enterprises, exemplified by Bitmine Immersion, continue to accumulate Ethereum despite a slowdown in overall spot ETF inflows [3]. - The Ethereum mainnet's expansion plan is expected to increase throughput tenfold, which is widely regarded as a key driver for achieving a future target price of $4,000 [3]. Macro and Regulatory Environment - Improvements in the macro and regulatory environment are instilling confidence in the market. The U.S. Congress is working on the CLARITY Act and related regulatory frameworks, which are expected to lower the barriers for institutional investors entering the DeFi space [4]. - The clarity in policy is seen as a "golden key" to unlocking Ethereum's value. While Bitcoin is consolidating between $9,000 and $9,300, Ethereum is steadily progressing towards its long-term growth objectives through technological iterations and ecosystem development [4]. - The narrative in the crypto market is shifting from merely being a store of value to a multifunctional application platform. Although Bitcoin's performance will continue to dominate market sentiment in the short term, Ethereum's structural advantages provide greater investment flexibility in the long run [4].

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Core Viewpoint - A new crypto advocacy group, Investors For Transparency, is running ads on Fox News urging the public to oppose controversial DeFi provisions in an upcoming vote on a crypto market structure bill [1] Group 1 - The DeFi provisions in the crypto market structure bill are considered one of the most contentious parts of the legislation [1] - The funding sources and supporter information for Investors For Transparency are described as "mysterious" and have not been publicly disclosed [1] - Hayden Adams, the founder of Uniswap, has commented on the lack of transparency regarding the organization's funding [1]

Core Viewpoint - A new crypto advocacy group, Investors For Transparency, is running ads on Fox News urging the public to oppose controversial DeFi provisions in an upcoming vote on a crypto market structure bill [1] Group 1 - The DeFi provisions in the crypto market structure bill are considered one of the most contentious parts of the legislation [1] - The funding sources and supporter information for Investors For Transparency are described as "mysterious" and have not been publicly disclosed [1] - Hayden Adams, the founder of Uniswap, has commented on the lack of transparency regarding the organization's backing [1]

Core Viewpoint - The improving regulatory environment is becoming a key factor driving institutions to further adopt crypto assets, with the proposed "Clarity Act" in Congress serving as an important catalyst [1] Group 1: Regulatory Developments - The "Clarity Act" aims to clarify the regulatory framework for tokenized assets and DeFi, delineating the regulatory boundaries between the SEC and CFTC [1] - This clarification is seen as a necessary prerequisite for unleashing institutional capital and promoting compliant participation in the crypto market [1]

If you've been on Twitter or YouTube over the last few weeks, you've heard the narrative. The Clarity Act is almost here. The influencers are telling you that this is the bullish catalyst we've been waiting for.They're saying 2026 is the year the floodgates open, the year that Wall Street money finally pours in and the year that your bags will finally go to the moon. But while everyone is celebrating the green candles, almost nobody is reading the fine print. Because if you actually look at the text of HR 3 ...

RT FinanceFeeds (@FXFinanceFeeds)TODAY:🚀 @AtlantisDEX_xyz launches onchain perpetual futures on Monad using @orbs_network’ Perpetual Hub Ultra. Modular L3 execution and aggregated liquidity bring spot and perps into one DeFi interface, highlighting the shift toward execution-layer-driven onchain derivatives. $ORBS ...

Core Viewpoint - The key reason for dYdX being marginalized by Hyperliquid is its liquidity responsibility mechanism, as stated by Jarsy CEO Han Qin [1] Group 1: Company Comparison - dYdX adheres to a "no bailout" DeFi design, which leads to a disappearance of depth when market makers withdraw during extreme market conditions [1] - Hyperliquid, being more centralized, has a treasury and is willing to take on liquidity responsibilities, making it more suitable for high-leverage perpetual contract markets [1] Group 2: Market Dynamics - The shift in user and market maker migration towards Hyperliquid is attributed to its ability to provide better liquidity support compared to dYdX [1]