CoinVoice

Solana on-chain Meme Coin HNUT surged by 703% today, currently trading at $0.055, with a market capitalization of $55.03 million, ranking 11th. Despite active trading, on-chain monitoring platforms warn of RUG risks, and investors should exercise caution.

According to CoinVoice, address 0x94d…33814 opened a large short position on Hyperliquid, including 36,281.29 ETH (valued at $106 million), $48.18 million worth of BTC, and $13.43 million worth of SOL, while setting a take-profit range. This address has accumulated a profit of $6.22 million over the past week.

Author: Bruce
Introduction: From the "Wild West" to the "Wall Street Branch"
2026 may be recorded as a watershed moment in cryptocurrency history. If previous bull and bear cycles were driven by retail investor sentiment and the Bitcoin halving mechanism, then the latest reports from the eight top crypto institutions collectively point to a new narrative—the formal establishment of the institutional era.
Fidelity ( Fidelity ) explicitly states in its report that the market is entering a "New Paradigm." With the entry of sovereign reserves (such as legislative attempts by Brazil and Kyrgyzstan) and traditional wealth management institutions, the "four-year cycle theory" based solely on historical data is becoming invalid. This article will strip away market noise and deeply analyze the certainty opportunities and potential risks seen by these top institutions.
1. Macro Tone: Four Years

CoinVoice has learned that Haseeb Qureshi, managing partner of the crypto venture capital firm Dragonfly, recently stated that by 2026, a major tech company may integrate or acquire a crypto wallet, and more Fortune 100 companies will attempt to launch their own blockchains. However, he also pointed out that fintech companies trying to counter mainstream public chains by building their own L1 public chains generally find it difficult to succeed.
Qureshi posted on the X platform that the next wave of enterprise adoption will mainly come from banks and fintech sectors, with some institutions possibly based on public chains like Avalanche, combined with OP

A certain wallet deposited 5,000 USDC two months ago and increased its ETH assets to approximately $133,000 through trading, with a return rate of 2560%. This address accounts for 59% of ETHUSD trading volume and 9% of trading transactions on the Lighter platform, and trades with zero fees, demonstrating remarkable performance.

CoinVoice has learned that, according to SoSoValue data, during the last trading week (December 22 to December 26, Eastern Time), Bitcoin spot ETFs experienced a net outflow of $782 million, with none of the twelve ETFs showing a net inflow.
The Bitcoin spot ETF with the largest weekly net outflow last week was the Blackrock (Blackrock) ETF IBIT, with a weekly net outflow of $435 million. Currently, IBIT's total net inflow in history has reached $62.06 billion; followed by Fidelity (Fidelity) ETF FBTC, with a weekly net outflow of $111 million. Currently, FBTC's total net inflow in history has reached $12.098 billion.
As of press time, the total net asset value of Bitcoin spot ETFs is $113.53 billion, with ETF net assets

Written by: Jocy, Co-founder of IOSG
This is a fundamental shift in market structure, while most people are still viewing the new era through the lens of the old cycle.
Looking back at the 2025 crypto market, we see a paradigm shift from retail speculation to institutional allocation, with core data showing 24% institutional holdings and 66% retail exit — the 2025 crypto market turnover is complete. Forget the four-year cycle; the institutional era of the crypto market has new rules! Let me break down the truth behind this "worst year" with data and logic.
Surface Data: Asset Performance in 2025
First, let's look at the surface data — asset performance in 2025. Traditional assets: Silver +130%, Gold +66%, Copper +34%, Nasdaq +20.7%, S&P 500 +16.2%. Crypto assets: BTC -5.4%, ETH -12%, mainstream

Analysts believe that Bitcoin can continue to rise without waiting for gold and silver to pull back. James Check from Glassnode and macroeconomist Lyn Alden both stated that the competitive relationship between Bitcoin and gold is misunderstood. Alden pointed out that Bitcoin's recent strong performance is due to its position during a stagnation period, while gold has been performing prominently.

AISIM Foundation announces that in 2026 it will collaborate with the World Friendship Foundation to strengthen its core role in the WFCA ecosystem. By integrating decentralized networks with real-world infrastructure, it will promote the expansion of the stablecoin economy circle. AISIM connects Web5 through communication eSIMs, focusing on expanding into Southeast Asia and African markets, aiming to increase the real-world use of communication services and AI Agents.

Bitcoin price trend is positive, with strong buying during pullbacks and recent lows remaining stable. Derivative trading burden has eased, and the price discovery mechanism is reasserting itself, favoring an upward trend. Meanwhile, the US M2 money supply continues to expand, with a clear trend of fiat currency devaluation.

CoinVoice has learned that Dutch bank ABN AMRO has made new progress in the digital asset field. Its German subsidiary Hauck Aufhäuser Digital Custody has obtained authorization under the European Union's Markets in Crypto-Assets Regulation (MiCAR), allowing it to provide crypto asset custody and trading services to institutional clients under a unified regulatory framework, and to gradually expand to other EU member states. MiCAR officially came into effect on December 30, 2024. This approval means that ABN AMRO is one of the early institutions to obtain this license. Meanwhile, ABN AMRO has also partnered with DZ BANK

CoinVoice has learned that the stablecoin USX on the Solana chain experienced a severe fluctuation in the secondary market, once decoupling and dropping to $0.1, suspected to be caused by liquidity exhaustion.
The Solstice team responded that the de-pegging of USX on the Solana chain is a secondary market liquidity issue. The team and market makers are addressing the problem and injecting liquidity into the secondary market to ensure market stability. "The net asset value of USX's underlying assets and the assets held in Solstice custody are completely unaffected, and the collateralization ratio is over 100%. We have already requested a third-party to immediately issue a supplementary certification report, which will be published as soon as it is completed."
The team emphasized that this is purely a secondary market liquidity issue. Liquidity has been injected to restore stability, and the price has now risen to $0.94. Primary market 1:1 redemptions are operating normally.

CoinVoice has learned that, according to Arkham data, between 14:16 and 14:20, the TON Elector Contract received multiple large TON transfers, totaling 149,594,331 TON (approximately $341 million), all from anonymous addresses (starting with Uf9kSlin...). 1. At 14:16, 1,495,943.308 TON was transferred to the TON Elector Contract, worth about $22.73 million. 2. At 14:17, 1,495,943.31 TON was transferred to the TON Elector Contract, worth about $22.73 million. 3. At 14:17, 1,495,943.31 TON was transferred to

CoinVoice has learned that the Crypto Fear and Greed Index shows market sentiment has been in extreme fear for 14 consecutive days. On December 26, the index dropped to 20, marking one of the longest periods of fear since its launch in February 2018.
Notably, despite Bitcoin's current trading price of approximately $88,650, which is five times higher than the $16,000 during the 2022 FTX collapse, market panic levels are even greater. Bitcoin has fallen nearly 30% from its all-time high of $126,080 on October 6.
Alphractal data shows that cryptocurrency Google search volume, Wikipedia page views, and forum discussions have all significantly decreased, with social volume returning to bear market levels. However, retail investors in traditional finance are still entering the market, and the US Bitcoin ETF in 2025

Fed Q1 2026 outlook: Potential impact on Bitcoin and crypto markets
Author: Yashu Gola
Source:
Translation: Daisy, Mars Finance
If the Federal Reserve pauses interest rate cuts in Q1 2026 and inflationary pressures persist, BTC could drop to 70,000