CoinVoice

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

CoinVoice has learned that, according to CryptoNews reports, data shows that the value of AI-focused crypto tokens in 2025 has decreased by approximately 75% year-over-year, with the market capitalization evaporating by about 53 billion USD.
Specifically, the sell-off in the AI token market accelerated towards the end of the year, with market cap losing about 4 billion USD in November, and a further decline of up to 10 billion USD in December. By market cap, eight out of the top ten tokens have lost more than 70% over the past year.
Among them, Artificial Superintelligence Alliance dropped 84%; Render and The Graph both fell 82%; Virtuals Protocol, which surged 3500% last year, also retreated.

Gate Web3 Wallet launched the "BTC Year-End Closing Price" prediction challenge from December 25 to 31. Users can predict the BTC closing price by completing trading tasks to win cash rewards. Meanwhile, Meme Go has initiated a global on-chain hunter and KOL recruitment program, where members can enjoy business cooperation and traffic support.

CoinVoice has learned that, according to CoinTelegraph, Dragonfly general partner Rob Hadick stated that both Solana and Ethereum will thrive in the tokenization race, and no blockchain will push another out of this space.
If you believe that most assets will be tokenized and that a large amount of economic activity will occur on-chain, you cannot rely on just one blockchain. Currently, most stablecoins are on Ethereum, and the majority of on-chain economic activity also takes place on Ethereum, but Solana handles most of the transaction volume.
According to data from RWA.XYZ, Ethereum's network asset value is $183.7 billion, while Solana's network asset value is $15.9 billion. Hadick said that in the future, we will see no

The EU's new Digital Asset Tax Transparency Act DAC8 will take effect on January 1, requiring crypto asset service providers to report user and transaction information, with tax authorities across member states sharing the data. Although it takes effect from January, service providers will have a transition period and must achieve compliance by July.

Aave founder Stani Kulechov has been questioned for investing $10 million in AAVE tokens, with some people believing this move is to boost his voting power. Critics point out that this could influence the outcome of governance proposals, raising concerns within the crypto community.