吴说获悉，Coinbase 宣布将 Theoriq（THQ）加入上市路线图，相关资产的交易上线取决于做市支持与 技术基础设施到位，条件满足后将另行公告交易启动。Theoriq 是一种模块化、可组合的 AI 代理基础 层。 （来源：吴说） 来源：市场资讯 ...

Today, Bitcoin wrestles with the $90,000 mark to kick off the week. Black Rockck files for a staked Ether ETF. And The Wolf of All Streets host Scott Melker breaks down what's driving the crypto market as we head into year end.Welcome to CNBC's Crypto World. I'm McKenzie Sagalips. Major cryptocurrencies are in the green to kick off the week as investors await the Fed's last meeting of this year later this week.Bitcoin, it's pretty much unchanged, still trading just below that $90,000 level. Ether climbed mo ...

Group 1 - Bernstein has cut the price target for a specific stock to $450 from $600 while reiterating an outperform rating [1] - The current trading price of the stock is $182, with a 12-month price target of $473, indicating a significant upside potential [4] - There are 15 buy ratings, 3 hold ratings, and 1 sell rating for the stock, suggesting overall positive sentiment among analysts [4] Group 2 - The relationship between Japan's yields and cryptocurrency is highlighted, indicating that the unwinding of carry trades could create pressure on the market [2] - The Federal Reserve's decision to stop quantitative tightening (QT) is expected to have a positive impact on the market [2] - MicroStrategy's balance sheet is described as complicated, leading to a preference for investing in Ethereum instead [2][4] Group 3 - Ethereum has seen a significant decline from its highs, presenting a buying opportunity for investors [3] - The strategy of buying low and selling high is emphasized, contrasting with the common tendency to buy at all-time highs [3]

Key Takeaways COIN is in talks with top U.S. banks on pilot programs for stablecoins, custody, and trading services.These initiatives aim to diversify COIN's revenues and reduce dependence on trading volatility.Past COIN partnerships with JPMorgan, Citi, and PNC Bank support its "everything exchange" strategy.Coinbase Global (COIN) has always taken strategic steps to bring crypto and traditional banking closer. In its recent initiative, COIN has been engaged in discussions with the largest U.S. banks on pil ...

Group 1 - The Canadian Revenue Agency (CRA) reported that 40% of taxpayers using cryptoasset platforms are evading taxes or are at high risk of non-compliance, with significant tax recoveries amounting to $100 million over the past three years from audits [1] - The CRA has 35 auditors in its cryptoasset program, currently working on over 230 files to address tax compliance issues [1] - The CRA faces legal limitations in identifying taxpayers in the crypto space, which complicates compliance assessments [2] Group 2 - The government is particularly concerned about taxpayers using Dapper Labs to evade taxes, but the lack of clear regulations has limited accountability [3] - Dapper Labs did not fully comply with the CRA's investigation, with negotiations reducing the number of users under scrutiny from 18,000 to 2,500 [4] - New legislation is expected to be introduced by Spring 2026 to address these compliance challenges [5] Group 3 - The Minister of Finance emphasized the need for a rapid response to evolving fraud and financial crime, highlighting the government's commitment to financial security [6] - Canada's financial intelligence unit, FINTRAC, has been actively enforcing anti-money laundering laws, recently fining a crypto exchange over $19.5 million for failing to register as a foreign money services business [6]

Core Insights - BitMine Immersion Technologies has expanded its Ethereum holdings to over 3.86 million ETH, valued at approximately $13.2 billion, and has increased its weekly buying pace by 156% [1][2][3] Group 1: Company Holdings and Strategy - The company's total assets, including crypto, cash, and other investments, amount to about $13.2 billion, comprising 3,864,951 ETH, 193 BTC, a $36 million stake in Eightco Holdings, and roughly $1 billion in cash [2] - BitMine controls more than 3.2% of the circulating ETH supply, making it the largest corporate treasury for Ethereum and the second-largest crypto treasury globally, following Strategy Inc. [4] - The company aims to achieve a 5% ownership stake in the ETH supply, supported by institutional backers such as ARK Invest and Pantera [4] Group 2: Market Activity and Stock Performance - BitMine remains one of the most actively traded US stocks, with an average daily dollar volume of about $1.8 billion, ranking approximately 37th by turnover [5] - On December 8, the stock price increased by over 4%, with volatility rising by 2% from the previous day [5] - Despite experiencing a significant rally earlier in 2025, followed by a pullback, the stock continues to trade at high volumes, indicating strong interest from traders [6] Group 3: Ethereum Market Context - As of December 8, 2025, Ethereum is trading in the $3,050–$3,150 range, down from nearly $4,000 a year ago, but showing slight daily gains [7] - Current ETH price levels provide opportunities for BitMine to optimize operations and strategically position itself for both short-term mining profitability and long-term growth [7]

Core Insights - Bitcoin ETFs attracted $352 million last week, representing approximately 50% of total crypto fund inflows, with XRP funds following closely behind [1][3] - Short-Bitcoin products experienced outflows of $18.7 million, indicating a potential bottom in negative sentiment among ETP investors [2] - Total crypto fund inflows for the week reached $716 million, with XRP funds contributing $244 million and Ethereum funds adding $39 million [3] Market Trends - Bitcoin's trading price was $90,259, reflecting a 1% increase in the past day and a 6.6% rise over the past week [2] - Total assets under management in the ETF sector have increased by 7.9% from November lows to $180 billion, although still below the all-time high of $264 billion [4] - Recent macroeconomic data indicated ongoing inflationary pressures, with the PCE index showing a year-over-year increase of 2.8% in September, slightly down from August's 2.9% [4] Investor Sentiment - The introduction of a new leveraged ETF for XRP coincided with its significant inflows, suggesting positive investor sentiment towards XRP [3] - Users on the Myriad prediction market platform anticipate a 94% chance of a 25 basis point cut by the Federal Open Market Committee [5]

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Core Insights - CoinShares has released its 2026 outlook titled "The Year Utility Wins," indicating a shift from speculation to practical adoption of digital assets [1] - The report introduces Hybrid Finance as a framework where traditional financial institutions and blockchain infrastructure converge for real economic purposes [1] Market Developments - Stablecoins have evolved into genuine settlement infrastructure, and blockchain applications are generating consistent revenues [2] - The report states that "crypto is entering a value-accrual era" with platforms distributing earnings to token holders through systematic buybacks [2] Bitcoin Projections - CoinShares projects three scenarios for Bitcoin in 2026: an optimistic case exceeding $150,000, a base case trading between $110,000 and $140,000, and a bear case influenced by recession or stagflation [3][4] - The bear case suggests prices could range from $70,000 to $100,000 under stagflation conditions [4] Economic Context - The report highlights the erosion of dollar dominance, with the dollar's global reserve share decreasing from approximately 70% at the start of the millennium to the mid-fifties [5] Corporate Holdings - Corporate Bitcoin holdings have significantly increased, with publicly-listed companies rising from 44 in January 2024 to 190 by November 2025 [5] - Total Bitcoin holdings among these companies nearly quadrupled from 265,709 BTC to 1,048,520 BTC, with total value increasing from $11.7 billion to $90.7 billion [6] - MicroStrategy (MSTR) dominates this landscape, holding 61% of publicly-listed firms' Bitcoin after increasing its holdings from 189,150 BTC to 650,000 BTC [6] - The top 10 corporate holders control 84% of the supply, while the top 20 hold 91% [7]

Fed’s Lagging Balance Sheet: The Hidden Risks of Post-QE Tightening. Photo by BeInCrypto Welcome to the US Crypto News Morning Briefing—your essential rundown of the most important developments in crypto for the day ahead. Grab a coffee as global markets enter a period of unprecedented friction with the era of synchronized economic cycles coming to an end. While the US quietly restores liquidity, China remains locked in a state of deflation, and Japan’s rising bond yields threaten to destabilize global ca ...