virtuals protocol up 15% as first ai agent fraud gets exposed for stealing $600k. aixbt hit #2 crypto mindshare with 100% on-chain decision logs. every unverified agent token down 30-60%. fraud just became the quality filter. 50+ verified agents on virtuals, zero fraud capability. market figured out which agents are real. ...

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Core Viewpoint - The latest Bitcoin correction raises questions about whether traders and institutions are moving on from Bitcoin, with Pillage Capital suggesting that Bitcoin has fulfilled its original mission and is now structurally irrelevant [1][5][6] Group 1: Bitcoin's Original Purpose - Bitcoin was designed as a decentralized tool to challenge the U.S. government's resistance to digital assets, not as a final currency for humanity [2] - It successfully forced regulators to accept tokenized assets as legitimate, leading to the development of a multi-trillion-dollar crypto market [3] Group 2: Evolving Financial Infrastructure - The emergence of compliant digital-asset rails has diminished Bitcoin's monopoly as the only censorship-resistant value network [4] - The focus has shifted from decentralization to the underlying asset, issuer, and utility, with blockchains becoming interchangeable [4] Group 3: Declining Value Proposition - As financial infrastructure modernized, Bitcoin's value proposition weakened, underperforming compared to the Nasdaq and facing user experience issues [5] - Users increasingly prefer systems with safety nets, where errors can be reversed and losses can be mitigated, highlighting a shift in user preferences [6] Group 4: Shift Towards Regulated Assets - Capital is moving towards tokenized real-world assets that offer real yield and backing, with Tether holding more gold than Bitcoin [6] - The next era of crypto is expected to focus on regulated tokenized real assets rather than speculative digital currencies [7]

Group 1: Market Overview - The AI sector is experiencing renewed interest following strong earnings from NVIDIA and Google's Gemini 3, which has eased investor concerns [1] - Despite two positive trading days, the market remains volatile, with large trading ranges indicating a lack of confidence [1][2] Group 2: Performance of Major Companies - The Magnificent 7, including Amazon (AMZN) and Meta (META), are facing challenges as 2025 approaches, with gains increasingly concentrated among AI-focused companies [2] - Bank stocks like JPMorgan Chase, Goldman Sachs, and Bank of America have shown significant gains in 2025, but underlying issues exist within the sector [3] Group 3: Fintech Sector Challenges - Fintech companies are struggling to keep pace with traditional banks, with many experiencing stock declines in the latter half of the year [4] - PayPal Holdings Inc. has seen a dramatic decline in stock value, dropping from $308 to current levels, despite maintaining a $56 billion market cap and over $32 billion in annual sales [5][7] - Toast Inc. has lost momentum after reaching a high of $45, now trading at 85 times forward earnings, raising valuation concerns [9][11] Group 4: Cryptocurrency and Related Companies - Coinbase Global Inc. is facing challenges as it closely tracks Bitcoin's price, with a more than 25% decline in the last month amid falling crypto prices [12][14] - Upstart Holdings Inc. has struggled despite its AI-driven credit assessment platform, with shares down nearly 90% since the Fed's rate hikes, and currently trading at over 170 times earnings [15][17] Group 5: E-commerce and BNPL Services - Affirm Holdings has seen its stock triple since the end of 2023, driven by the popularity of its Buy Now, Pay Later services, but recent earnings reports have shown significant misses [18][19]

Group 1: Market Sentiment and Predictions - Michael Burry warns that the current enthusiasm for artificial intelligence (AI) mirrors the blind optimism seen before past market bubbles, particularly the 2008 housing crisis [1][2][3] - Burry references former Fed Chair Alan Greenspan's 2005 comments on housing risks, suggesting that current reassurances about AI profitability are similarly misplaced [3] Group 2: Investment Actions - Burry has taken a bearish position by shorting shares of Nvidia and Palantir, which are key players in the AI sector [3] Group 3: Interconnection of AI and Crypto Markets - The AI and cryptocurrency markets are increasingly intertwined, influenced by investor sentiment, liquidity conditions, and expectations of technological advancements [4] - Both markets experience growth when interest rates decline and face challenges when liquidity tightens, driven by speculative investments based on future potential rather than current earnings [4] Group 4: Technological Integration - AI models require decentralized storage and computing, with blockchain technology ensuring data integrity for AI systems [6] - New "AI tokens" such as Bittensor, Render, Near, Fetch.ai, and SingularityNET are emerging at the intersection of AI and blockchain industries [6]

Federal Reserve Policy & Leadership - Kevin Hassett 被认为是下任美联储主席的热门人选，他与特朗普总统在经济和货币政策上的观点一致[1][3] - 市场预期 Hassett 可能会推动更快的降息，导致两年期国债收益率下降至 346% 左右，十年期国债收益率低于 4%[33][80] - Hassett 的任命可能会导致美联储内部出现分歧，影响 2026 年及以后的货币政策[38] - 现任美联储主席 Jerome Powell 的任期到 2026 年 5 月结束，但特朗普总统可能希望尽快任命 Hassett [10][11] Market & Economic Outlook - 市场普遍认为，美联储的独立性至关重要，但特朗普政府希望确保所有利率都降低[17][18] - 经济数据喜忧参半，零售销售数据略有疲软，但信用卡追踪数据显示 10 月份有所回升，整体经济表现良好[23] - 预计 12 月或 1 月可能会降息 25 个基点，但 2026 年初的财政刺激可能会给通胀带来上行压力，导致美联储暂停降息[21][25][27] - 劳动力市场正在放缓，但财政刺激可能会稳定劳动力市场，并可能给就业带来上行压力[28][30] Crypto & SPACs - 讨论了加密货币领域的 SPACS（特殊目的收购公司）与数字资产 Treasury 公司的合并，类似于“Turducken”结构[46][48][49] - 几家 SPAC 公司正在与加密货币公司合作，但比特币价格自历史高位下跌 30%，可能影响投资者对这些交易的看法[50][52] - 以太坊的价格自 8 月份高点下跌约 40%，但 Dynamo 仍然看好以太坊的长期发展，并认为其在人工智能发展中扮演重要角色[57][58][62] - Hyperion DEFI 的股价自 7 月份以来下跌了约 75%，该公司正在通过构建新的收入来源来应对数字资产跟踪公司面临的挑战[65][66]

RT BSCN (@BSCNews)🤔 CAN $WLF BREAK THE TOP 10? - Does @worldlibertyfi's new token have staying power and can it become a crypto great? https://t.co/YjzJi1KPHg ...

🎙️ #ThankfulForCrypto Space Series: Community Voices, Gratitude, and What’s Next for Crypto📅 Nov 26, 2025 | 🕚 11 AM UTC🎙️ Hosts: @LBank_Exchange & @xmuha0🎤 Guests:@DonCrypto_@JefferyCrypt@evancrypt@TrendScalezz📰 Media Observers:@beincrypto@CoinGapeMedia@DroomDroom👉 Set a reminder: https://t.co/kTUa9md74V#LBankSpaces #ThankfulForCrypto #CryptoCommunity #Thanksgiving ...

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Market Overview - Ether has shown resilience, trading near $2,920, with a 4% increase in the past 24 hours as traders seek stability after a challenging November [1][2] - The broader crypto market faced difficulties, with Bitcoin hitting a seven-month low and Ether following suit [2] Liquidity and On-Chain Activity - Liquidity on Ethereum improved, with average L1 gas fees dropping to approximately 0.085 gwei, one of the lowest levels this year, making on-chain activity more affordable [3] - Ethereum's network processed around 1.5 million transactions and had about 464,000 active addresses, indicating steady participation despite recent market pullbacks [4] Futures Market Developments - Ether open interest is reported at approximately $35.84 billion, with futures volume around $88 billion over the past day, showing increased positioning without heavy leverage [4] - Cboe is set to launch a new ether "Continuous Futures" product on December 15, designed to provide a regulated way for US traders to gain leveraged exposure [5][6] Institutional Interest - The new Cboe ether futures product aims to meet the needs of institutional investors seeking efficient, long-term exposure without relying on unregulated platforms [6] - Analyst Michaël van de Poppe notes that the ETH/BTC trading pair appears poised for an upward breakout, maintaining support within a key demand zone [7]