Shenron1226

FORBES: THE BIG 3 CRYPTO THEMES FOR 2026 ARE ALREADY PLAYING OUT
The hype cycles are over. Forbes says 2026 will be shaped by real structural shifts that are already visible today:
🧠 Institutions aren’t dabbling anymore
They’re building long-term exposure through ETFs, custody, tokenization, and onchain settlement -- not trading memes.
🏗️ Infrastructure + regulation finally matter
Market structure, custody, stablecoins, and tokenized assets are moving from theory to production. This is plumbing, not headlines.
🌍 Crypto is bleeding into the real economy
From tokenized stocks and treasuries t

VITALIK SHARES HIS VISION FOR ETHEREUM IN 2026
The mission?
✅ Build the "world computer" for a truly free internet—decentralized apps that ditch fraud, censorship, and hacks.
✅ Apps that keep running even if devs vanish or Cloudflare gets nuked.
✅ Privacy-first tools for finance, identity, governance, and beyond.
✅ No more dependence on fading companies or ideologies.
Ethereum isn't chasing memes or blockspace filler—it's reclaiming independence in a subscription-obsessed world.
$ETH

Japanese government bonds have recorded historic losses:
Japan’s 7 to 10-year bonds are down -32% in US Dollars over the last 7 years, the worst performance among any major bond market.
This is followed by Germany’s government bonds, which are down -8% over the same period.
Bond prices began to decline in 2021, with losses accelerating in 2022 as inflation surged and major global central banks began hiking rates.
Meanwhile, 7 to 10-year US Treasuries are up +13% since November 2018, despite falling in 2021 and 2022.
At the same time, China's government bonds are up +35%, as yields declined ami

🇰🇷 S. KOREAN RETAIL TRADERS BACK BITMINE
South Korean traders continue buying BitMine Immersion Technologies despite an 80% drop.
BMNR is now the 2nd most popular overseas stock, with $1.4 BILLION in inflows following its ETH treasury pivot.

Markets are witnessing history:
The US stock market cap-to-GDP ratio is up to a record 218%.
This comes as the stock market's value jumped to an all-time high of $68 trillion, far exceeding the ~$31 trillion size of the US economy.
This ratio has surged +56 percentage points over the last 8 months.
As a result, the metric is now ~78 percentage points above the 2000 Dot-Com Bubble peak.
Since the 2020 pandemic, the US stock market has grown twice as fast as the world’s largest economy.
Own assets or be left behind.

SOLANA IS PRINTING REVENUE THROUGH PURE VOLUME.
In the past year, #Solana pulled in over $1.5B in network revenue -- the highest of the major chains tracked -- beating both $ETH and $HYPE, COMBINED.
Solana is proving that the “low fees + high throughput” model can still produce the biggest top-line number when activity is nonstop 🔥🚀

🚨 TODAY: 🇺🇸 GRAYSCALE FILES FIRST U.S. BITTENSOR $TAO ETP
Grayscale filed the initial S-1 for Grayscale Bittensor Trust (ticker: $GTAO) with the @SECGov.

The Bittensor ETP aims to provide regulated access to decentralized AI tokens— an emerging crypto narrative.
A little about $TAO:
—Bittensor operates as an open network that utilizes crypto-economic incentives to coordinate machine learning development.
—Contributors of models and computing power are rewarded with TAO tokens.
🇩🇪 Before Grayscale's U.S. filing, Deutsche Digital Assets, a Germany-regulated provider of ETPs, announced

Silver has been on an insane bull run since 2020
Anyone who's telling you that the bull run has just started is lying to you
Silver is up 533% from the bottom

IN: 🇺🇸🇨🇳 Meta buys Chinese-founded AI agent Manus for $2 billion
- Instantly gains $100M+ revenue stream
- Rare US buy of Chinese AI tech
- Fuels Meta's push to compete with OpenAI and Google

TOM LEE BOUGHT $132 MILLION OF ETH IN THE PAST WEEK
Tom Lee’s Bitmine now holds $12.24 BILLION of ETH and $1 Billion of cash.
Bitmine holds 3.39% of ETH. In order to hit 4% at current prices, Bitmine needs to buy $2.2 BILLION more ETH.

🚨 LATEST: $APT TVL reached $1.29B

This is incredible:
~94% of the MSCI All Country World Index (ACWI) markets are now running above their 200-day moving average, near the highest in 5 years.
At the same time, ~87% of ACWI countries are above their 50-day moving average, the highest since July.
The ACWI index includes 23 Developed Markets and 24 Emerging Markets globally, representing ~85% of the world's investable equity.
Put simply, the breadth across global equity markets is at exceptionally strong levels.
As a result, the ACWI index has gained +21.6% year-to-date, set for its 3rd-consecutive annual gain.
Meanwhile, the MSCI

Retail investors are piling into the silver market:
The largest physical-backed silver ETF's, $SLV, holdings are up to 16,390 tonnes, the highest since July 2022.
Total silver held by the fund has risen +3,000 tonnes since February.
By comparison, the February 2021 peak was 20,819 tonnes, during a period of extreme retail interest in silver ETFs fueled by WallStreetBets.
Overall, total known ETF holdings of silver stand at 24,551 tonnes, the highest since June 2022, after rising +4,933 tonnes since February.
Retail demand for silver is accelerating

NEW: Prenetics, a supplement company which holds the 69th largest corporate Bitcoin treasury, announced Tuesday it has halted all Bitcoin purchases and will not pursue future acquisitions.
The company will retain its existing 510 BTC as a treasury reserve, while redirecting all capital toward scaling its IM8 health and longevity brand, including product innovation and international expansion.

Gold's historic run
Gold prices have remained above their 200-day moving average for ~550 trading days, the 2nd-longest streak on record.
This is only below the ~750 trading sessions seen following the 2008 Financial Crisis.
During the current streak, gold prices have rallied +135%, surpassing the 2009–2011 gain of +91%.
By comparison, the 1986–1988 run lasted ~510 trading sessions, during which gold prices increased +38%.
Meanwhile, the 1978–1980 streak lasted ~495 sessions, with gold prices rallying +209%.
Gold's momentum remains historically strong.

LATEST: STANDARD CHARTERED PREDICTS 330% PRICE SURGE FOR $XRP
Geoffrey Kendrick at Standard Chartered Bank estimates $XRP will reach $8 in 2026. 📈
The bullish forecast is based on increased regulatory clarity and the recent approval of spot $XRP ETFs boosting adoption.
📊 As per the on-chain analysis platform SoSoValue, spot XRP ETFs have accumulated a total new inflow of $1.14 billion as of Dec. 26.

UPDATE: Real-world asset protocols have surpassed DEXs to become the fifth-largest DeFi category by TVL, hitting $17B as tokenized Treasurys, private credit and commodities rapidly move into the core of onchain finance

No one wants defensive stocks:
Global defensive stocks are now just 17% of world market cap, near the lowest since the 2000 Dot-Com Bubble burst.
This percentage has fallen -7 points since the end of the 2022 bear market.
To put this differently, consumer staples, health care, and utilities have materially underperformed the broader market over the last few years.
This has been fueled by the outsized gains in the US technology sector.
A similar pattern occurred during the 1990s, while the opposite took place during the 2008 Financial Crisis, when global defensive stocks outperformed.
Defensive

LATEST: Inflation remained a dominant search trend throughout 2025, maintaining consistently high public interest across the year alongside other major topics, per Axios.