Core Insights - Analysts predict that 2026 could be a breakout year for digital assets, driven by a crypto-friendly environment and institutional adoption, despite Bitcoin experiencing its first annual decline since 2022 [1] - Jesse Eckel, a crypto YouTuber, believes that 2026 will be the anticipated bull run and alt season that was expected in 2025 [2] Market Predictions - Eckel acknowledges his previous predictions for 2025 were incorrect, particularly regarding an expected alt season, which did not materialize due to market turmoil [2] - He suggests that the 2025 rally was not driven by liquidity but rather by narrative and institutional flows, differing from past cycles [3] - By summer 2026, Eckel expects a significant market reversal as the recognition of the four-year cycle's demise leads to a pricing in of previously ignored positive news [3] Price Targets - Bitcoin's cycle peak forecast has been raised to a range of $170,000 to $250,000, while Ethereum's target remains at $10,000 to $20,000 [4] Catalysts for 2026 Bull Market - The growth of stablecoins is expected to surpass that of 2025, with Wall Street recognizing them as a major success story in crypto [5] - AI-related crypto projects are predicted to lead alt season gains, with at least one project expected to exceed a $100 billion market cap [5] - Regulatory clarity from a market structure bill is anticipated to benefit altcoins more than Bitcoin, opening the door for ICOs and token launches [5] - Bitcoin and Ethereum ETF flows are expected to double in 2026, following suppressed flows in 2025 [5] - An altcoin ETF breakthrough is anticipated, with at least one altcoin ETF gaining traction and sparking speculation [5] - Eckel predicts at least three rate cuts in 2026, following three cuts in late 2025 [5] - A stimulus push from the administration is expected as midterms approach, potentially including stimulus checks [5]

ETF Inflows - $ETH ETFs saw $84.6 million inflows yesterday [1] - This marks the biggest December inflow since December 9 [1] Market Participants - @Grayscale drove the entire inflow [1] - The report questions who else is accumulating ETH [1]

ETF Performance - Spot XRP ETFs 自 11 月 13 日推出以来，已连续 30 天实现净流入，表现远超 BTC 和 ETH 产品 [1]

ETF Flows - Blackrock's $ETH ETF witnessed net inflows of $138.7 million this week [1]

Group 1: Bitcoin (BTC) Market Analysis - BTC is currently trading down slightly at the $92k level, having touched $94k yesterday, with strong support at $92k [1] - ETF flows for BTC were low yesterday, with a net inflow of $40 million across all BTC ETFs [1] - Funding rates on perpetual futures have fallen to nearly flat levels as traders await the outcome of the FOMC meeting [1] Group 2: Ethereum (ETH) Market Analysis - ETH is defending the $3.3k level since crossing it on December 9th, indicating renewed interest and strength [2] - ETH ETFs saw significant inflows of $117 million yesterday, reflecting retail interest in the cryptocurrency [2] - Funding rates for ETH have decreased from previous highs, now trading at around 4-6% annualized on major exchanges [2]

Monetary Policy & Interest Rates - Standard Chartered now anticipates a 25 bps (0.25%) rate cut by the Federal Reserve on Wednesday [1] Cryptocurrency & Digital Assets - Bank of America, Wells Fargo, and Citigroup CEOs are scheduled to discuss crypto market legislation with senators on Thursday [1] - The CFTC has initiated a pilot program allowing BTC, ETH, and USDC to be used as tokenized collateral in U.S derivatives markets [1] - Circle is partnering with Bybit to enhance USDC adoption and liquidity within Bybit's ecosystem [1] - Tether's USD₮ is now officially recognized by Abu Dhabi's ADGM for regulated multi-chain use, including TON, TRON, Polkadot, and Near [1] - BlackRock has filed for a staked ETH ETF [1] Company Initiatives & Holdings - Hyperliquid Strategies Inc has announced a $30 million stock buyback program [1] - BitMine increased its ETH holdings by 138,452, bringing its total to 386 million ETH [1] - Strategy added 10,624 BTC this week, increasing its total holdings to 660,624 BTC [1] Regulatory Developments - The SEC has concluded its two-year investigation into Ondo Finance [1]

ETF Market - BlackRock filed for a staked $ETH ETF [1]

Market Trends & Signals - Urgent Bitcoin ($BTC) signal detected [1] - Potential stock and crypto market boost due to Trump [1] - Silver reached All-Time High (ATH) [1] - CME (Chicago Mercantile Exchange) temporarily halted futures trading [1] Cryptocurrency & Blockchain Updates - T Rowe Price's Bitcoin ($BTC), Ethereum ($ETH), Ripple ($XRP), Dogecoin ($DOGE), Shiba Inu ($SHIB) ETF update [1] - Vitalik Buterin invested 256 ETH into privacy projects [1]

ETF Inflows - BTC ETF 在 11 月 25 日录得 1.287 亿美元的流入 [1] - ETH ETF 在 11 月 25 日录得 7860 万美元的流入 [1] - BTC ETF 在 11 月 26 日流入量减少至 2110 万美元 [1] - ETH ETF 在 11 月 26 日录得 6080 万美元的流入 [1] Market Trend - 加密货币 ETF 连续两天出现小幅资金流入 [1]

Market Trends - US SOL and XRP ETFs outperformed BTC and ETH ETFs in fund inflows [1] Institutional Products & Partnerships - Crypto.com, Figment, and OpenTrade are set to offer an institutional high yield product [1] - VerifiedX is partnering with Crypto.com for institutional custody [1]