Core Viewpoint - The article highlights two cryptocurrencies, XRP and Sui, both priced under $2, which are believed to have significant upside potential in 2026 due to their current low valuations and upcoming catalysts [1][2]. XRP - XRP has historically provided substantial returns, with a notable increase from $0.50 to $3.40 (a gain of 580%) in just two months last year [3]. - Currently, XRP is priced at $1.74 with a market cap of $106 billion, having a 52-week range of $1.65 to $3.65 [4]. - Institutional investments are flowing into new spot XRP exchange-traded funds (ETFs), which could drive the price back towards $3 [4]. - Ripple, the company behind XRP, has made significant investments, including a $2.5 billion acquisition spree and securing $500 million in financing, positioning itself for future growth [5]. - Predictions suggest XRP could reach $8 in 2026, indicating a potential quadrupling from its current price of $2 [6]. Sui - Sui is a newer smart contract blockchain network launched in May 2023, currently ranking among the top 20 cryptocurrencies by market cap [7][8]. - The network is expected to benefit from new spot Sui ETFs in 2026, which may enhance adoption by financial institutions [8]. - Sui has the potential to become one of the fastest blockchains, which is crucial for growth in decentralized finance (DeFi) and gaming sectors [9]. - Currently priced at $1.29 with a market cap of $4.9 billion, Sui is down 74% from its all-time high of $5.35 in January 2025 [11]. - If Sui can close the market share gap with larger competitors, it could potentially double in value [11]. Investment Outlook - Both XRP and Sui are viewed as attractive investment opportunities for retail investors, with expectations that they could trade near their previous highs by the end of the year [13]. - XRP is projected to increase by 80% or more, while Sui could see a rise of 270% [13].

Group 1: Crypto Market Dynamics - Crypto ETFs experienced significant outflows of $1.73 billion last week, marking their worst week since mid-November 2025, following a previous week's inflow of $2.2 billion, indicating fragile sentiment in digital asset markets [2][3] - The largest outflows were from Bitcoin, which saw withdrawals of approximately $1.09 billion, and Ethereum, which recorded about $630 million in outflows, while altcoins showed mixed results [3] - Major issuers faced substantial outflows, with BlackRock's iShares crypto products leading at $951 million, followed by Fidelity Investments with $469 million, and Grayscale Investments with $270 million [5] Group 2: Market Influences - A combination of macroeconomic factors and market-specific pressures contributed to the outflows, including dimming expectations for interest rate cuts, negative price momentum, and frustration over crypto's lack of benefit from the broader "debasement trade" [4] - Total crypto fund assets under management decreased to $178 billion, down from $193 billion the previous week, reflecting the impact of the outflows [6] Group 3: Gold Market Performance - In contrast to the crypto market, gold prices surged past $5,000 per ounce for the first time, trading near $5,080, with a 15% increase over the past 30 days and year-on-year gains exceeding 80% [7] - The demand for gold as a safe-haven asset has been driven by geopolitical tensions, including U.S.-NATO friction and renewed trade threats from Donald Trump [7]

Group 1 - A significant surge of capital into digital asset investment products occurred last week, with inflows totaling $2.17 billion, marking the highest weekly total since October 2025 [1] - U.S. spot Bitcoin exchange-traded funds (ETFs) contributed the most to the inflows, with a net flow of approximately $1.42 billion, led by BlackRock's IBIT with $1.03 billion [2] - Bitcoin dominated the inflows with $1.55 billion, while Ethereum and Solana also saw inflows of $496 million and $45.5 million, respectively [3] Group 2 - The current market environment is influenced by macro factors and global tensions, which have a short-term impact on the crypto market, despite recent inflows [4] - Bitcoin's recent price drop has potential for recovery, with a prediction market indicating an 83.7% chance of Bitcoin reaching the $100,000 level [5]

Core Insights - Digital asset investment products experienced $2.17 billion in net inflows last week, marking the strongest weekly performance since October 2025 [1] Inflows by Asset - Bitcoin led the inflows with $1.55 billion, followed by Ether with $496 million and Solana with $45.5 million, indicating a broad interest in major tokens beyond Bitcoin [2] Outflows and Market Sentiment - On Friday, the market saw a reversal with $378 million in outflows due to geopolitical tensions and tariff threats, particularly related to Greenland, alongside policy uncertainty regarding the U.S. Federal Reserve [3] Regional Inflows - The U.S. was the primary contributor, accounting for $2.05 billion of the inflows, while Germany, Switzerland, Canada, and the Netherlands recorded positive inflows of $63.9 million, $41.6 million, $12.3 million, and $6 million respectively [4] Blockchain Equities - Outside of token funds, blockchain equities attracted $72.6 million, suggesting that investors are still interested in crypto exposure through public-market proxies despite the return of headline risks [5]

Core Insights - Digital asset investment products experienced inflows of $2.17 billion last week, marking the strongest weekly inflows since October 2025 [1] - Despite geopolitical tensions and uncertainty in US monetary policy, the inflows indicate a resilient interest in digital assets [1][2] Inflows and Market Dynamics - Inflows were concentrated earlier in the week, with a reversal on Friday resulting in $378 million in outflows due to diplomatic escalations and trade policy concerns [2] - Bitcoin attracted $1.55 billion in inflows, reinforcing its position as the primary institutional gateway into digital assets [3] - Ethereum and Solana also showed resilience, with inflows of $496 million and $45.5 million respectively, despite potential regulatory challenges [4] Altcoin Performance - A variety of altcoins saw positive inflows, indicating an improving risk appetite, with XRP leading at $69.5 million [5] - Investors are selectively re-engaging with altcoins, favoring those with established liquidity and clear narratives [6] Regional Trends - The US led regional inflows with $2.05 billion, followed by Germany ($63.9 million), Switzerland ($41.6 million), Canada ($12.3 million), and the Netherlands ($6.0 million) [7] - Blockchain equities attracted $72.6 million in inflows, reflecting sustained investor interest in companies linked to blockchain infrastructure and services [8]

Core Insights - Digital asset investment products experienced significant outflows of $454 million last week, with a notable rotation within the crypto market as altcoins attracted capital despite the overall decline [1] - The sentiment shift was influenced by diminishing expectations for a March Federal Reserve interest rate cut, leading to a four-day outflow of $1.3 billion, nearly offsetting the $1.5 billion inflow seen at the beginning of 2026 [2] - Mixed signals regarding investor sentiment were observed as short-bitcoin products recorded $9.2 million in outflows, indicating uncertainty in the market [3] Outflows and Inflows - The United States led the outflows with $569 million in redemptions, while Germany, Canada, and Switzerland saw inflows of $58.9 million, $24.5 million, and $21 million respectively [4] - Ethereum experienced $116 million in outflows alongside bitcoin, while multi-asset products lost $21 million; however, XRP led altcoin inflows with $45.8 million, followed by Solana and Sui with $32.8 million and $7.6 million respectively, totaling over $86 million for the week [5] Altcoin Investment Products - The CoinShares Altcoins ETF (DIME) launched in October 2025, providing exposure to Solana and Sui through an equal-weighted basket of 12 altcoin exchange-traded products [6] - DIME excludes bitcoin, Ethereum, and stablecoins, focusing on high-speed blockchains, interoperability protocols, and emerging platforms, with investments across U.S., Canada, U.K., and Europe markets [7] - DIME has achieved an 11.3% year-to-date return and currently holds $2 million in assets under management with a 0.00% expense ratio, rebalancing quarterly to maintain equal weighting across its holdings [8]

Market Overview - Bitcoin and Ethereum ETFs have experienced significant outflows, losing $1.3 billion of their $1.5 billion worth of inflows since the beginning of the year, primarily during a four-day losing streak [1] - Over the last week, $454 million worth of assets have exited crypto exchange-traded products [1] Bitcoin Sentiment - Bitcoin faced the most negative sentiment, with $405 million in outflows last week, while short-Bitcoin funds saw $9.2 million in outflows, indicating mixed market signals [2] - Bitcoin's recent trading price was $91,722, reflecting a 1% gain in the past day [2] Federal Reserve Influence - The shift in market sentiment is attributed to lower expectations for a Federal Reserve rate cut in March, with a 95% chance that rates will remain unchanged at the next FOMC meeting on January 27-28 [3] - A week prior, futures data suggested a 44% chance of a rate cut in March, which has now decreased to 26.2% [4] Altcoin Performance - Despite the outflows from Bitcoin and Ethereum, altcoin products have seen positive inflows, with XRP, Solana, and Sui attracting $45.8 million, $32.8 million, and $7.6 million respectively [5][6] - At the time of reporting, XRP and Sui had each lost just under 1% in the past day, trading at $2.07 and $1.80, while Solana gained 2.2%, trading around $142 [6]

Core Insights - Digital asset investment products experienced $454 million in net outflows last week, indicating a significant reversal in investor sentiment that has erased early-year gains [1] - The outflows followed a four-day period where $1.3 billion was withdrawn, nearly negating the $1.5 billion inflows seen in the first two trading days of 2026 [1] Economic Context - The shift in sentiment is closely linked to diminishing expectations for a US Federal Reserve interest rate cut in March, as recent macroeconomic data suggests persistent inflation [2] - Initial investor optimism was driven by hopes of early monetary policy easing by the Federal Reserve, but stronger economic indicators and labor market data have led to a risk-off approach in digital asset investments [3] Market Dynamics - The majority of outflows were concentrated in the US, with US-listed products seeing $569 million withdrawn, contrasting with positive sentiment in non-US markets [5] - Germany led inflows with $58.9 million, followed by Canada at $24.5 million and Switzerland at $21 million, highlighting a divergence in investor behavior between the US and Europe [5] Asset-Level Withdrawals - Bitcoin saw the largest outflows, losing $405 million over the week, while short-Bitcoin products experienced $9.2 million in outflows, indicating mixed investor conviction [6] - Ethereum followed with $116 million in outflows, reflecting caution towards large-cap digital assets [7] Selective Inflows - Despite the overall risk-off sentiment, certain altcoins attracted fresh capital, with XRP leading inflows at $45.8 million, followed by Solana at $32.8 million and Sui at $7.6 million [8] - These inflows suggest selective positioning by investors into assets perceived to have stronger near-term catalysts amid macroeconomic uncertainty [8]

吴说获悉，据 CoinShares，数字资产投资产品上周净流出约 4.54 亿美元，主要因市场对美联储 3 月降 息预期降温。比特币流出约 4.05 亿美元，以太坊流出约 1.16 亿美元；Solana、XRP 和 Sui 分别录得 3280 万、4580 万和 760 万美元资金流入。 来源：市场资讯 （来源：吴说） ...

Event Announcement - Sui 将于 2025 年至 2026 年举办活动 [1] - 活动时间：太平洋时间 12 月 22 日上午 11 点 [1] Event Focus - 活动内容包括年度回顾、经验教训以及未来展望 [1] - 参与者包括 @EmanAbio, @EvanWeb3, @kostascrypto 和 @aslan_web3 [1]