Cryptocurrency Not Included in SEC’s 2026 Priorities Interpreted as “Softening”
The fact that crypto assets are no longer included as a separate heading in the US SEC’s 2026 review priorities is being interpreted as a softening of the agency’s stance. This year, the SEC will focus on traditional compliance areas such as fiduciary duties, custody, and customer information protection. Additionally, technology risks such as artificial intelligence, automation, and cyberattacks are emerging as new priorities.
U.S. Senators Request Investigation into Trump Family’s WLFI Project
Senators Warren and Reed requested an investigation into the Trump family’s World Liberty Financial project on the grounds that it carries the risk of transactions linked to North Korea, Russia, and sanctioned entities. According to analyses, some WLFI tokens may have been sold to addresses associated with the Lazarus Group, Tornado Cash, and Iranian exchanges. The senators warned that illegal financial activities could accelerate if necessary, measures are not taken.
BOJ Governor Ueda: Interest Rate Hike Path Unchanged
Bank of Japan Governor Ueda stated that monetary easing is being gradually reduced and the interest rate hike process is continuing steadily. He emphasized that the effects of currency volatility on the economy will be monitored.
Bitcoin Trading Below Energy Cost Models; MVRV Z-Score at 14-Month Low
Energy cost models indicate that Bitcoin’s current price is 70% below its theoretical fair value. The MVRV Z-Score’s decline to a 14-month low historically signals accumulation periods. Analysts suggest that mining difficulty adjustments could eventually close the gap between price and cost in the long term; the technical outlook indicates that critical support levels are being tested.
CryptoQuant CEO: Bitcoin Cycle Bottom Could Be $56,000
According to Ki Young Ju, the withdrawal of institutional players from the market has increased the weight of retail investors. Coinbase Premium is at its lowest level in nine months, there have been net outflows from ETFs for three weeks, and the realized market value on-chain is stagnant. If the cycle theory is correct, it is suggested that the BTC bottom could form around $56,000.
Bitfury Announces $1 Billion Investment Plan Focused on Ethical Technology and Artificial Intelligence
Bitfury announced a $1 billion investment plan in areas such as ethical technology, artificial intelligence, quantum computing, and decentralized systems. The company said $200 million will be invested next year, with the remainder spread over several years. CEO Val Vavilov believes the future will be shaped by the convergence of artificial intelligence and decentralized technologies.
Cypherpunk Purchased 29,869 More ZEC
Cypherpunk Technologies purchased 29,869 ZEC for $18 million, increasing its total ZEC holdings to 233,644. The average cost is $291, and the company holds 1.43% of the total network circulation.
Cloudflare Outage Affected Many Crypto Platforms
A widespread outage at Cloudflare caused service disruptions on many platforms, including Arbiscan, DefiLlama, and X. The company announced that it is investigating the 500 error code that affected many customers.
BlackRock ETFs Deposited Bitcoin and Ethereum to Coinbase Prime
BlackRock funds transferred 3,064 BTC ($280 million) and 64,707 ETH ($198.7 million) to Coinbase. It was noted that the transfer was an ETF portfolio adjustment and that BlackRock did not sell any assets.
Jupiter Announces Metis v7 Update and Independence Plan
Jupiter announced that the Metis v7 release will bring new liquidity integrations and performance improvements. As Metis becomes an independent public good in the ecosystem, Jupiter Ultra will rely on multiple routers in the future.
Circle Minted 2.25 billion USDC on Solana in 7 Days
Circle minted approximately 2.25 billion USDC on Solana over the past 7 days. This brings the total USDC minted on Solana in 2025 to $41.75 billion.
B HODL Increases Its BTC Holdings to 155
British company B HODL acquired two additional Bitcoins, bringing its total holdings to 155 BTC. The company currently ranks 93rd in terms of BTC ownership.
Tether Makes Strategic Investment in Bitcoin-Collateralized Lending Platform Ledn
Tether aims to expand the digital asset-collateralized lending market with its investment in Ledn, a Bitcoin-collateralized lender. Ledn distributed over $1 billion in loans in 2025, reaching over $100 million in ARR.
BoA Monthly Survey: “Magnificent 7” Most Popular Trade
In Bank of America’s November fund manager survey, the “Magnificent 7” long position—comprising Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla—replaced gold long as the month’s most popular trade.
Circle xReserve: USDC-Collateralized Cross-Chain Stablecoin Infrastructure Launched
xReserve enables USDC-collateralized stablecoins to launch in a cross-chain compatible manner. Canton and Stacks are preparing to launch their own stablecoins with xReserve integration.
Ethereum Interop Layer: All L2s Will Work Like a Single Chain
The Ethereum Foundation released a draft of the Interop Layer, which aims to transform Layer 2 networks into a single unified user experience. Based on ERC-4337, the structure enables cross-chain transactions to be reliably completed with a single signature.
Filecoin Onchain Cloud: Verifiable Cloud Services on the Chain
Filecoin Onchain Cloud was introduced as the first verifiable cloud platform that completely moves storage, retrieval, and payment transactions to the chain. Developers will now be able to run real workloads on an infrastructure that can prove the location, access, and payment timing of data.
