• On December 22, spot ETFs saw $142.19M in outflows from Bitcoin, while Ethereum ($84.59M), Solana ($7.47M), and XRP ($43.89M) recorded net inflows. This points to a short-term rotation of capital from BTC into altcoin ETFs.

• Bitmine added another 29,462 ETH worth $88.1M to its treasury. Following its major crypto push, VanEck also filed for an AVAX ETF.

• Sahara AI generated $1M in revenue over the past 30 days, ranking fifth among AI crypto projects, yet its price fell 0.23% in the last 24 hours. Meanwhile, Espresso distributed an airdrop to nearly all of its users.

• The U.S. Crypto and AI czar David Sacks called CFTC Chair Michael Selig and SEC Chair Paul Atkins a “dream team,” saying they are set to deliver clear and predictable regulatory guidelines for digital assets.

• Fuse secured SEC clarity for the $ENERGY token and raised $10M in funding. This creates a strong regulatory moat, making the project more attractive to risk-averse capital.

• ZEIT Finance is developing an algorithmic vault targeting structural inefficiencies in prediction markets. These niche areas are often overlooked by traders, but that’s where real alpha tends to emerge.

• BlackRock, in its 2025 investment outlook, ranked $IBIT (the Bitcoin ETF) first. Despite controversial tactics, its long-term conviction in Bitcoin remains intact.

And that's all for today, It's been a long month already with manipulations, attacks and everything. Hoping to see a better new year already.. Ciao

• Invesco and Galaxy have officially filed for SOL ETFs, while Kazakhstan launched the first regulated, staking-enabled SOL ETF. The Breakpoint effect is energizing the ecosystem and pushing more news out.

• Despite rising user numbers, Hyperliquid’s daily revenue has fallen from the $23–25M range to $15–17M. Still, Hyperliquid continues to dominate DeFi ecosystem revenue.

• GameStop made one of the most aggressive institutional moves by purchasing $500M worth of BTC marking a strategic shift toward allocating its cash reserves into crypto.

• Vanguard enabled crypto ETF access for over 50 million clients, shifting the balance among institutions. Meanwhile, following BPCE, PNC is now offering BTC purchase options to its customers.

• USDC supply on Solana has tripled since the start of the year, reaching $16B. Jupiter founder Meow acknowledged JUP’s poor performance and initiated a strategy reset. HumidiFi’s sale on Jupiter returned 6x from the initial purchase point.

• Two major upcoming presales are on the horizon: GensynAI and Fogo. Fogo’s $1B FDV presale drew community criticism, while Gensyn announced that its sale will be conducted as an auction.

• Citi, JPMorgan, Wells Fargo, and BNY Mellon—the four largest U.S. banks—are issuing Bitcoin-collateralized loans. Institutions are strengthening rapidly while retail creates volatility through selling and leveraged positions.

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• The day opened with a major Cloudflare outage, knocking several DeFi apps and centralized exchanges offline. While markets didn’t react negatively, the incident exposed how deeply crypto infrastructure still depends on centralized service providers.

• Institutions continued to accumulate, with $20M flowing into BTC ETFs.
  Vanguard, with over 50 million clients, now fully supports Bitcoin and Ethereum ETF trading. Meanwhile, Schwab confirmed plans to open BTC/ETH trading by 2026, signaling that mainstream finance is preparing for the next adoption wave.

• On Hyperliquid, whales are running $30M+ positions with high leverage (6–18x), creating systemic liquidity risks. A sharp unwind could trigger a cascade affecting not just Hyperliquid, but potentially other perp DEXs as well.

• The neobank-style crypto card sector is heating up.
  MetaMask Card saw a drop in transaction volumes, while Rain surged 22%, reaching $240M in monthly processed volume. Regulatory clarity seems to be giving compliant payment solutions a clear advantage.

• MicroStrategy, now holding roughly 600,000 BTC, is shifting to a more defensive posture. After previously buying up to 135,000 BTC per month, the firm has scaled back to 9,000 BTC, while building a $1.5B stablecoin reserve to strengthen resilience against potential market shocks.

• Kalshi raised $1B, pushing its valuation to $11B, cementing prediction markets as a growing sector. However, Connecticut’s cease-and-desist order shows the U.S. regulatory landscape for prediction markets remains unpredictable and can shift abruptly.

• Across the market, liquidity risks, trend rotations, and institutional “bullish admissions” are shaping sentiment. Despite volatility, capital continues rotating into real infrastructure, regulated products, and long-term accumulation strategies.

We're enttering the weekend. It's been a volatile week, let's see weather we will or not experience the "Santa Ralli" of market. Thank you for reading. See you next time...