Solana is leading the Top 10 chains by revenue in 2025 with about $1.3B, and Hyperliquid is #2 with around $816M.
This is the clearest signal of the year: chains that get real users to pay fees win, not the ones that only flex TVL.
On-chain neobanks are targeting a massive market.
From ~$149B today to $4.4T by 2034, driven by blockchain-based banking instead of legacy systems.
24/7 payments. No borders. Software scaling.
This is how internet-native finance is being built.
#bitcoin#crypto
Gold is knocking on a door it hasn’t opened in 50 years.
Against U.S. money supply, it’s back at historic resistance.
Up ~70% this year.
#Bitcoin, meanwhile, is testing a key cycle support near prior highs.
Same debasement story.
Different moment in the cycle.
Markets choose timing before they choose winners.
Trump Media moved $174M in BTC — no sell signal.
Funds shifted between internal wallets, with a small amount sent to Coinbase Prime Custody.
BTC price didn’t react and stayed around $86K–$87K.
This looks like reserve management after a fresh buy, not distribution.
Institutions don’t hold BTC passively anymore.
#Bitcoin didn’t stall in December.
It was pinned.
Options dealers forced buys near $85K and sells near $90K, killing volatility by design.
Now $27B in options are expiring.
Gamma fades. Pressure lifts.
Call positioning dominates.
Low volatility + structural release = movement.
This range wasn’t weakness.
It was containment.
Markets made a choice in 2025.
Gold is up ~70% as fear, debt, and debasement dominate.
Copper is up ~35% as AI and infrastructure demand explode.
#Bitcoin captured neither trade.
No sovereign bid.
Digital gold narrative didn’t convince institutions.
AI capital went to tangible assets instead.
But history is uncomfortable like that.
Gold usually moves first.
Bitcoin tends to follow later, and faster.
This doesn’t look like rejection.
It looks like compression before release.
Bank of Japan Raises Rates - $BTC (https://t.co/68w7lRntyI) Market Reacts Higher
The Bank of Japan raised its policy rate to 0.75%. Formally, this is negative for risk assets - yet the market moved higher. The reason is simple: the hike was fully priced in, with markets assigning a ~98% probability to this outcome. What really mattered wasn’t the decision itself, but the tone.
The BOJ Governor signaled that further tightening will continue - but very slowly and cautiously.
This eased fears of an abrupt unwinding of the yen carry trade, where cheap yen funding is deployed into higher-yielding assets, including crypto.
Earlier in December, many expected a BOJ hike to push $BTCbelow (https://t.co/68w7lRntyI) $70k due to liquidity tightening. Instead, the market did the opposite - the negative was absorbed in advance.
The takeaway remains unchanged: liquidity and expectations matter far more than the headline decisions of central banks.
Why Holding Bitcoin Is No Longer Enough for Public Crypto Firms
Twenty One Capital (XXI) debuted on the NYSE with one of the largest corporate $BTC (https://t.co/68w7lRmVJa) treasuries on record, but shares fell nearly 20% on day one. The market’s message was clear: simply holding Bitcoin is no longer enough to justify a premium valuation.
Key Takeaways:
XXI’s shares traded near the net value of its 43,500 $BTC (https://t.co/68w7lRmVJa) , signaling fading mNAV premiums for Bitcoin-heavy equities.
Investors now demand visible revenue streams, operating leverage, and cash-flow narratives, not just asset exposure.
Market conditions, including SPAC fatigue and a recent BTC pullback, amplified skepticism toward balance-sheet-only valuations.
The shift highlights a broader trend: Bitcoin treasury firms must prove they can generate durable returns beyond price movements, rather than relying solely on crypto holdings. In this new environment, vision alone no longer commands investor confidence.
#BTC Price Analysis# (https://t.co/HtDkLvOvpt) #Bitcoin2025 (https://t.co/PebxJ6VE84)#Bitcoin Price Prediction: What is Bitcoins next move?# (https://t.co/ZJTnwL77Ta)
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