Market Performance
| Asset / Index | Value ($) | Daily Change (%) |
|---|---|---|
| Bitcoin (BTC) | 88,653.0 | +0.15% |
| Ethereum (ETH) | 2,973.4 | +0.10% |
| Bitcoin Spot ETF | +355.10M | Net Inflow |
| Ethereum Spot ETF | +67.90M | Net Inflow |
| Nasdaq (NAS100) | 25,394.8 | -0.28% |
| S&P 500 (SPX) | 6,896.25 | -0.14% |
| Russell 2000 (RUT) | 2,492.8 | -0.31% |
| U.S. Dollar Index (DXY) | 97.964 | +0.12% |
| VIX Volatility Index | 14.33 | +0.92% |
| U.S. 10-Year Yield | 4.1286 | +0.45% |
| Brent Crude Oil (BRENT) | 61.741 | -0.07% |
| LBMA Gold (XAU) | 4,330.27 | -0.18% |
| LBMA Silver (XAG) | 72.117 | -5.18% |
“Prepared at UTC 07.45 am”
Today’s Key Events
- US Markets Close Early
- US Jobless Claims
- Optimism Token Unlock
Fed Remains Divided on Interest Rate Cuts
The Fed’s December FOMC minutes revealed that policymakers remain divided on interest rate cuts. Most officials supported a 25 basis point rate cut in December 2025 due to rising employment risks. However, a cautious stance was adopted regarding further easing due to persistently high inflation. The Fed stated that monetary policy is approaching neutral levels, emphasizing that any potential additional cuts in 2026 would be data dependent. It also indicated that short-term Treasury purchases could be implemented to preserve liquidity if deemed necessary.
China to Reduce VAT Rate on Home Sales Starting in 2026
China announced that it will reduce the VAT rate applied to home sales by individuals from 5% to 3% starting in 2026. The Ministry of Finance and the State Taxation Administration announced that the VAT exemption will be maintained for the sale of homes held for more than two years. In contrast, all income from the sale of homes sold within less than two years will be subject to 3% VAT. The new regulation will take effect on January 1, 2026. The move is seen as aiming to support transaction volume in the housing market.
South Korean President Lee Jae-myung to Make Official Visit to China
South Korean President Lee Jae-myung will visit China from January 4 to 7, 2026, at the invitation of Chinese President Xi Jinping. The visit is expected to cover important topics in terms of regional geopolitical balances and economic cooperation. Meanwhile, the US has temporarily eased some restrictions on South Korean companies exporting chip manufacturing equipment to China. Samsung and SK Hynix have received approval to export semiconductor manufacturing equipment to China in 2026. This step is seen as a noteworthy development for the global semiconductor supply chain.
SharpLink Earned 518 ETH in Staking Revenue in One Week
SharpLink announced that it earned a total of 518 ETH last week thanks to staking rewards. It was noted that this return corresponds to a value of over $1.5 million at current Ethereum prices. The company has purchased a total of 10,219 ETH since launching its Ethereum vault on June 2. It was stated that SharpLink continues to evaluate the majority of its ETH assets through staking. This strategy stands out as part of its long-term passive income generation goal.
Trump Mobile Postpones Launch of Gold-Colored Smartphone
Trump Mobile, affiliated with the Trump Group, announced that it has postponed the launch of its gold-colored smartphone, which was planned to be released this year. The company initially aimed to compete with Apple and Samsung with a device manufactured in the US and priced at $499. However, the customer service team stated that the previous US government shutdown caused delays in delivery. It was stated that the “T1” device is unlikely to ship this month. The project had attracted attention as one of the family-related ventures following Trump’s return to the White House.
Florida Introduces Bills for Strategic Cryptocurrency Reserve
Florida State Senator Joe Gruters introduced bills SB 1038 and SB 1040, which aim to create a strategic cryptocurrency reserve. SB 1038 envisions the creation of the Florida Strategic Cryptocurrency Reserve, while SB 1040 defines the financing and management structure of this reserve. Both bills aim to come into effect on July 1, 2026. However, this date will depend on the bills being passed during the same legislative session. The proposals are seen as an important step toward state-level crypto adoption.
Bitwise Files with SEC for 11 New Crypto ETFs
Bitwise has filed with the US SEC for a total of 11 crypto ETFs, including AAVE, UNI, and TRX. The filings cover a broad range of assets based on different blockchain infrastructures. The ETFs are planned to allocate 60% of their portfolios directly to the relevant crypto assets. The remaining 40% is expected to be invested through ETPs and derivative products that invest in these assets. Trading codes and fees have not yet been disclosed.
Tokenized Securities May Gain Global Acceptance in 2026
According to Bloomberg, Abra CEO Bill Barhydt predicts that tokenized securities will be officially accepted in global markets in 2026. Barhydt stated that new crypto regulations, such as the Clarity Act, will accelerate this process. He also said that 2026 could be a period similar to the 2020 fund rotation from gold to riskier assets. This scenario highlights the potential for strong growth in the crypto market. This view supports the expectation of increased institutional adoption.
dYdX Purchased 7.5 Million DYDX Under Buyback Program
The dYdX Foundation announced that approximately 7.5 million DYDX were repurchased following the approval of a proposal to allocate 75% of protocol fees to token buybacks. The total value of the buybacks was reported to be approximately $1.35 million. It was stated that the next buyback would be 1.78 million DYDX. The program aims to reduce token supply and create long-term value. This step was welcomed by the community.
Elon Musk Plans to Increase Content Creator Revenues on the X Platform
Elon Musk announced that content creator revenue sharing on the X platform could be significantly increased. Musk emphasized that fraud and system abuse must be effectively prevented for this to happen. He assigned Solana advisor and X Product Manager Nikita Bier to follow up on this issue. Bier stated that they have developed a new method that can filter out 99% of fraudulent content. In recent months, some users have reported an increase in their revenue shares.
Famous Names’ 2025 Bitcoin Price Predictions Did Not Come True
Michael Saylor, Tom Lee, and Arthur Hayes’ high Bitcoin price predictions for the end of 2025 did not come true.
- Arthur Hayes predicted at the beginning of the year that Bitcoin would exceed $200,000 but later admitted that this prediction could be wrong.
- Tom Lee lowered his target from $250,000 to $100,000 during the year.
. Michael Saylor also expressed his expectation of $150,000 by the end of the year.
