Author: 行政
JPMorgan rejects trillion-dollar stablecoin forecasts, projecting a US$500–600bn market by 2028 aligned with crypto growth. Most stablecoin expansion remains driven by crypto trading, particularly derivatives and DeFi activity. Payments growth alone is unlikely to push supply higher due to competition from tokenised deposits and CBDCs. JPMorgan has reiterated its position that the stablecoin sector is unlikely to approach a US$1 trillion (AU$1.51 trillion) valuation within the next few years, pushing back against projections that assume rapid decoupling from broader crypto market growth. Instead, the bank expects total supply to reach approximately US$500–600 billion (AU$755–907 billion) by 2028, consistent with earlier…
Tether CEO Paolo Ardoino warned that a potential “AI bubble” burst in 2026 could trigger a stock market sell-off that drags Bitcoin down due to its correlation with traditional capital markets. Ardoino anticipates a shift away from Bitcoin’s historical 80% drawdowns, citing increased stability from institutional adoption by pension funds and governments. While optimistic about the growth of real-world asset tokenisation, Ardoino criticised European innovation and the MiCA regulatory framework. Paolo Ardoino, Tether’s CEO, said he sees one main risk for Bitcoin by 2026: a possible “AI bubble” in US markets that could spill over into crypto. Speaking on the…
The ECB has completed all technical and preparatory work for the digital euro, with President Christine Lagarde confirming that issuance now depends on the European Parliament and Council passing the necessary legislation in 2026. While rates were left unchanged and inflation is projected to return to the 2% target by 2028, Lagarde stressed the digital euro as a strategic priority to anchor financial stability in the digital age. Its development faces a shifting global landscape marked by the U.S. GENIUS Act supporting dollar stablecoins and President Trump’s active opposition to CBDCs. At the ECB’s final press conference of the year,…
Over the last few months, oil prices have collapsed below $60 a barrel alongside Bitcoin’s slide from $126,000 in October to around $89,000 today.So, does energy’s slide reflect weaker demand or an inflation break that could impact risk assets like Bitcoin going forward?Brent closed at $58.92 and WTI at $55.27, the lowest settlements since early 2021.That move can be read as a macro repricing toward abundant supply and softer consumption.For crypto markets, that framing shifts the focus away from a simple “inflation down, risk up” narrative.Instead, it raises the question of whether a growth scare tightens financial conditions before policy…
Hyperliquid price gained to above $25 as buyers piled into the HYPE token. Lookonchain shared details of two whales adding to their Hyperliquid positions. Lookonchain noted that the large investors had deposited $5 million in USDC into Hyperliquid to purchase more HYPE tokens. Bitcoin’s rally toward $90,000 on Monday drew widespread market attention, but Hyperliquid also stood out among assets posting notable gains. The decentralised perpetuals trading platform’s native token, HYPE, rose nearly 5% as it moved back above the $25 level. The advance followed a large whale transaction earlier in the session, alongside on-chain data indicating continued accumulation by…
Jamie Coutts, Chief Crypto Analyst at Realvision, believes the Bitcoin bull market isn’t over yet despite substantial falls over the past few months. Coutts told the Tapping Into Crypto podcast that the weakness in crypto is due to macro conditions creating a risk-off environment but he believes Trump is likely to “goose” the US economy before next year’s midterm election creating better conditions for crypto. Coutts also said crypto is now at a “major inflection point” where institutional adoption will see the importance of the four-year cycle decline. Jamie Coutts, the Chief Crypto Analyst at Raoul Paul’s financial education platform…
Among the most distinctive and anticipated U.S. Mint releases of the year, the 2025-S Morgan and Peace Silver Dollar Reverse Proof Set goes on sale at noon ET today. Struck at the San Francisco Mint, both coins feature a reverse proof finish — polished, mirror-like design elements contrasted against frosted fields. U.S. Mint product image of its 2025-S Morgan and Peace Silver Dollar Reverse Proof Set Priced at $215, the same price as last year’s release, each coin contains 0.859 ounces of 99.9% fine silver and showcases iconic designs from America’s numismatic history. This two-coin set continues the U.S. Mint’s…
Bitcoin’s 2025 was billed as the year of the “supercycle,” powered by record institutional access and a friendlier policy backdrop out of Washington.However, it is ending very differently.Into December, the world’s largest digital asset is not pricing in a new paradigm so much as grinding through a performance problem. The rally has faded, spot prices are rolling over, and retail participation has thinned out just as the narrative support has given way to the arithmetic of a correction.As a result, on-chain data now point to what analysts describe as a “bear season,” driven by a structural shortfall in demand for…
Bybit will gradually scale back services for Japanese users from 2026 amid ongoing regulatory pressure. Japan’s strict licensing rules are forcing unregistered crypto exchanges to limit or exit the market. While pulling back in Japan, Bybit is expanding in the UK and Middle East under clearer frameworks. Bybit is preparing to gradually scale back services for users based in Japan from 2026, marking a further shift in how global crypto exchanges navigate one of the world’s most tightly regulated digital asset markets. The move follows months of regulatory pressure and earlier steps taken by the exchange to reduce its footprint…
Senator Cynthia Lummis confirmed she will not run for reelection in 2026 after serving as a primary advocate for digital assets since 2020. Her legislative work included the Responsible Financial Innovation Act and efforts to reduce tax burdens on small crypto purchases. Industry leaders and officials credited her with successfully pushing for clearer regulatory frameworks and challenging aggressive SEC enforcement. It appears US Senator Cynthia Lummis won’t seek reelection in 2026, and the crypto industry has reacted to her decision, praising her role as one of Washington’s most visible advocates for digital assets. Lummis has been regarded as a prominent…