RT BSCN (@BSCNews)🚨 @KaitoAI-powered Prediction Markets have entered the chat...Kaito has announced an official partnership with leading predictions platform @Kalshi.Users can now predict which crypto exchange will have the highest mindshare, from a list that includes @Binance, @Coinbase, @HyperliquidX, and others.Here's what you need to know about what might be the biggest prediction market collaboration in the sector's history ⬇️https://t.co/jbnZVzVbUB ...

Core Viewpoint - Bitcoin concept stocks have seen a short-term rise as Bitcoin approaches $90,000, with a nearly 3% increase in the last 24 hours, while Ethereum nears $3,000, rising nearly 2% in the same period [1] Company Performance - Strategy (MSTR.US) has increased by over 1.2% [1] - Coinbase (COIN.US) has risen by more than 1.5% [1] - Bitmine Immersion Technologies (BMNR.US) has gained over 1% [1] - SharpLink Gaming (SBET.US) has seen an increase of more than 2% [1]

Core Insights - Robinhood is transforming from a commission-free stock trading platform to a significant player in the crypto industry, focusing on blockchain development and tokenized assets [1][2]. Group 1: Company Developments - Robinhood has completed a $200 million acquisition of Bitstamp, enhancing its capabilities in the crypto space with over 50 global licenses and facilitating institutional trading [2]. - The company has launched staking services for ether and solana, introduced perpetual futures in the EU, and expanded its token offerings for U.S. users, including XRP, SOL, and BNB [3]. - Robinhood is developing its own layer 2 blockchain, named Robinhood Chain, aimed at enabling tokenized asset trading with reduced fees and quicker settlement times [3]. Group 2: Industry Perspective - CEO Vlad Tenev believes in the future of the crypto sector, comparing its growth to an unstoppable freight train and asserting that "tokenization is going to eat the entire financial system" [4]. - As Robinhood enhances its crypto ecosystem presence, it is also expanding its prediction markets offerings [4].

Core Viewpoint - Bitcoin is facing significant macroeconomic challenges as the Bank of Japan signals a shift away from its ultra-loose monetary policy, which could tighten global liquidity and negatively impact risk assets like Bitcoin [1][2]. Group 1: Bank of Japan's Policy Shift - The Bank of Japan is expected to raise interest rates for the second time this year, marking a step towards normalization despite potential political and economic challenges [2]. - This shift in Japan's monetary policy could lead to a decrease in liquidity for global risk assets, including Bitcoin, as it unwinds the carry trade that has supported these assets for years [3]. Group 2: Impact on Bitcoin and Risk Assets - Bitcoin's price has dropped nearly 30% from its peak of $126,080 on October 6, currently trading at $87,800, reflecting the pressure from changing macroeconomic conditions [1]. - The normalization of the yen through interest rate hikes could lead to a stronger dollar and increased volatility in equity and crypto markets, as liquidity shifts from abundant to constrained [3][4]. Group 3: Mixed Global Macro Environment - The global macroeconomic landscape is complex, with Japan raising interest rates (negative for crypto) while the US is lowering rates (positive for crypto), creating conflicting influences on the market [5]. - Analysts suggest that these opposing macroeconomic forces may balance out over time, but in the short term, they are likely to contribute to increased volatility in the crypto market [5].

Market Overview - The cryptocurrency market reached a total capitalization of approximately $4.28 trillion until October, driven by abundant liquidity and elevated risk appetite [1] - A rapid negative repricing occurred as fear became the dominant emotion in the market [1] November Developments - November saw significant outflows from U.S. spot crypto exchange-traded funds, with billions of dollars exiting the market, leading to forced selling of underlying assets [2] - Bitcoin was the first to absorb the capital outflows, followed by altcoins experiencing widespread risk aversion [3] Market Sentiment and Technology - The sell-off was not due to a breakdown in blockchain technology's long-term use cases but rather an overcrowded market position that made it vulnerable to sentiment changes [4] - Cryptocurrencies are high-beta assets prone to extreme movements, with altcoins like XRP facing additional risks related to adoption and regulatory concerns [5] Federal Reserve Actions - The Federal Reserve's third rate cut of the year aimed to create a more accommodating monetary policy, although it did not immediately reverse crypto market losses [6] - Prior to the rate cut, the likelihood of accommodation was low, indicating the Fed's responsiveness to economic conditions [7] Investment Alternatives - The REX Osprey XRP ETF offers a regulated alternative for investors interested in XRP's recovery without the operational risks of direct ownership [8] - The XRPR ETF operates within a custodial framework, alleviating individual investors from managing private keys [9] ETF Characteristics - The XRPR ETF seeks 1x exposure to XRP by holding the underlying tokens, providing a closer approximation to spot XRP performance compared to other crypto-linked products [11] - Despite its advantages, the XRPR ETF faces risks from regulatory uncertainty and XRP's inherent volatility [12] Current Performance and Outlook - The XRPR ETF has lost over 38% since its public market debut, with price action below key moving averages [13] - A support level around $21 has formed, and rising accumulative volume levels may indicate a potential sentiment shift [13] - The market has reset expectations, with attention now focusing on how exposure is expressed rather than the existence of risk [15]

Core Insights - Bitcoin has been a polarizing asset in 2025, experiencing both significant rallies and a slump, with expectations to close below $100,000 [1][2] - Despite the downturn, there are potential opportunities in ETFs like the Coinshares Valkyrie Bitcoin Fund (BRRR) for 2026 [2][3] Market Dynamics - Increased adoption and broader use cases are expected to drive Bitcoin and ETFs like BRRR higher in 2026 [4] - Bitcoin's integration into traditional finance is advancing through spot ETFs, a deepening options market, and corporate participation [5] - The evolving regulatory environment may favor Bitcoin and digital currencies, with countries considering loosening regulations that hindered crypto innovation [5][6] Regulatory Landscape - Global regulation is diverging, with Europe seeking clarity, the US fostering innovation, and Asia aligning its own prudential measures [6] - ETFs like BRRR are enhancing Bitcoin liquidity and attracting new participants, including professionals, into the crypto market [6] Future Outlook - The industry is shifting focus from narrative to utility, cash flow, and integration, indicating that digital assets are becoming part of mainstream finance [7]

Cryptocurrency & Energy - Comedian Jimmy Carr suggests the UK government should mine for Bitcoin using idle power stations at night [1] - Carr views Bitcoin mining as a potential "new gold standard" [1]

Market Overview - The cryptocurrency market capitalization has increased by 0.1%, now standing at $3.03 trillion, with a total trading volume of $108 billion [1][2] - 75 of the top 100 coins have experienced price increases over the past 24 hours, although most changes are minimal [1][4] Major Cryptocurrencies Performance - Bitcoin (BTC) has seen a slight increase of 0.1%, currently trading at $86,388, while Ethereum (ETH) has decreased by 0.1% to $2,924 [2][3] - XRP is the only coin with a significant change, up 1.2% to $1.9, while Dogecoin (DOGE) rose by 0.6% to $0.1298 [4] - The highest increase among the top 100 coins is Midnight (NIGHT) at 4.5% to $0.05944, followed by Monero (XMR) at 4.2% to $429 [4] Market Sentiment and Trends - Despite the slight changes in prices, the overall market sentiment remains largely unchanged over the past month [2] - Implied volatility remains elevated, indicating expectations for potential extreme moves have moderated [2] Economic Context - Recent delayed job and retail reports from the US have increased uncertainty among investors, highlighting a weakening labor market [5] - The Marshall Islands has launched a universal basic income (UBI) program allowing citizens to receive payments in cryptocurrency, with quarterly payments of approximately $200 [5][6]

Core Viewpoint - SharpLink Gaming, Inc. has appointed Joseph Chalom as the sole CEO, completing a leadership transition aimed at enhancing its Ethereum treasury strategy and institutional partnerships [1][3]. Group 1: Leadership Transition - Joseph Chalom has been appointed as the sole Chief Executive Officer effective December 15, 2025, succeeding Rob Phythian, who has stepped down from his roles [1]. - The leadership change is part of a strategic expansion as an Ethereum treasury company, with a focus on building long-term shareholder value [1][3]. Group 2: Strategic Initiatives - Since launching its ETH treasury business on June 2, 2025, SharpLink has made significant progress in establishing a leading institutional-grade ETH treasury platform [2]. - Key milestones include accumulating a total of 863,424 ETH, which reflects a more than 2x increase in ETH-per-share [7]. - The company has staked nearly 100% of its ETH, earning 9,241 ETH in staking rewards [7]. Group 3: Institutional Engagement - Institutional ownership has increased from low single digits to over 30% as of Q3 2025, indicating expanded engagement with top financial firms [7]. - The company has onboarded an expert team to manage treasury, investment, and risk capabilities, reducing reliance on outsourced execution [7]. Group 4: Financial Position - As of December 14, 2025, SharpLink's total ETH holdings include 639,241 native ETH and 224,183 ETH as-if redeemed from LsETH [3]. - Total ETH rewards as of the same date comprise 3,350 from native ETH and 5,891 ETH as-if redeemed from LsETH [4].

Artificial intelligence will trigger an economic boom in 2026 not yet captured by official statistics, propelling crypto markets to new highs unlike in previous cycles, Coinbase says. David Duong, Coinbase’s investment research lead, made that point in the exchange’s 2026 Market Outlook report. He argued that the growth of AI is unlike that of previous tech boom and bust cycles. “We see the sustained prominence of the AI x crypto convergence as not just a trend but as a fundamental shift towards the nex ...