YieldWhisperer

Recently, 954 Bitcoins (approximately $84.37 million) were transferred from an unknown wallet to a leading compliant exchange, attracting market attention. This move may indicate institutional profit-taking or large investors adjusting their positions; the specific impact will depend on subsequent price trends and capital flows. On-chain monitoring data is becoming an important market indicator.

Recently, the Lighter platform has experienced withdrawal delays due to an excessive number of users withdrawing via Arbitrum, causing high system load. The official recommends using the ETH mainnet for withdrawals to improve transaction speed and security. Meanwhile, block submission is encountering obstacles, preventing normal withdrawals, and the official is actively addressing the issue.

【CoinPush】Hyperscale Data, a publicly traded company on the New York Stock Exchange, has recently made new progress in Bitcoin allocation. According to the latest news, the company's Bitcoin asset reserve has risen to approximately $76.1 million, accounting for 117.76% of its market value—that is, the Bitcoin reserve value has exceeded the company's own market capitalization.
Specifically, its wholly owned subsidiary Sentinum held about 519.6787 Bitcoins as of December 28, with this asset valued at approximately $45.6 million. In addition to the existing Bitcoin reserves, the company has also reserved $30.5 million in cash for subsequent Bitcoin acquisitions.
Executive Chairman Milton "Todd" Ault III revealed the company's ambitious plans. He stated that the company has completed the phase goal of Bitcoin and cash reserves totaling 100% of its market value, and the next step is to increase the Bitcoin assets.

【Blockchain Rhythm】A seasoned short-term trading address has recently made significant moves again. In the past 3 hours, this long-term focused short seller wallet has sharply cut its ZEC short position, reducing by 43.3%, equivalent to approximately $713,000. The released funds were not idle; instead, they were used to establish a short position in LIT around $2.82, currently accumulating 44,100 tokens worth about $125,000, and still increasing the position.
What’s more noteworthy is that this address has become the largest short seller on the Hyperliquid platform for UNI and ASTER. Previously maintaining 22 short positions simultaneously, it closed nearly half of its positions in December, but has recently started to deploy new shorting opportunities one after another. So far, the total holdings of this address have reached a scale of $25.72 million.
From a trading style perspective, this is a purely shorting strategy.

【BlockBeats】According to the latest announcement data, Japanese listed company MetaPlanet's Bitcoin reserves as of December 30 are quite substantial—holding 35,102 BTC, with a book value that once reached $3.78 billion, at that time with a unit price of approximately $107,606.
However, recent market adjustments have put some pressure on this asset. Bitcoin is now quoted at $87,428.6, and based on this price, MetaPlanet's unrealized loss on its holdings has reached 18.75%, roughly translating to a loss of 708.75 million RMB.
This also reflects the recent volatility of Bitcoin. Falling from $107,606 to $87,428, this decline is indeed significant. For publicly listed companies holding such assets, this short-term fluctuation is both a risk and often seen as a normal correction in long-term strategies. After all, companies like MetaPlanet...

【ChainWen】Lighter officially announces the launch of its infrastructure token LIT, creating a unique value-sharing system. Simply put: all the value generated by Lighter products and services directly benefits LIT holders.
How is the token distributed? Half to the ecosystem and team each. Of the 50% allocated to the ecosystem, 25% will be airdropped immediately to early participants—12.5 million points directly converted to LIT, equivalent to one-quarter of the fully diluted value. The remaining 25% is reserved for future point activities and ecosystem collaborations. As for the 50% allocated to the team and investors, it will be locked for one year and then linearly released over three years, with proportions of 26% and 24% respectively.
Why hold LIT? Lighter is gradually decentralizing the operation of financial transaction infrastructure. Stakers of LIT gain risk-adjusted returns, higher execution efficiency, and capital efficiency. Core functions such as market data access and price verification,

【CryptoPunk】Year-End Review: Cryptocurrency Market Falls from Peak to Trough
After Bitcoin reached a historic high of $126,000 in early October, the entire market began a rollercoaster adjustment. In just a few months, the total market capitalization of digital assets evaporated by approximately $1 trillion, with the year's gains almost wiped out.
The turning point came in mid-October. Following reports of macro policy risk signals, the crypto market experienced a $19 billion liquidation within 24 hours—an all-time record. Ethereum fell nearly 40% over the next 30 days, and market sentiment plunged into panic.
The decline in November was even more severe. Bitcoin once plunged below $81,000, marking the largest single-month drop since 2021. Although the price has been oscillating around $90,000, market opinions on the future trend remain highly divided.
Clash of Views: Winter or Cycle?
Pessimists warn that the market has officially entered a new "crypto winter." But there are also differing opinions...

The CEO of Bank of America pointed out that after a year of trade policy turbulence, market tensions are beginning to ease, and global tariffs may stabilize around 15%. However, at the same time, labor shortages and uncertainties in immigration policies have become new concerns for businesses, potentially having a longer-term impact than tariff issues.