Weekly Highlights |

This weekly highlights compilation from PANews covers key developments and analyses across the crypto and Web3 landscape.

2025 Retrospective & 2026 Outlook

A Grayscale report views Bitcoin's current 30% pullback as normal within a bull market, anticipating new highs next year.
Reviews of institutional predictions for 2025 show varied accuracy, with a look ahead at Greenfield's top 10 key issues for 2026.
The state of stablecoins in 2025 is described with an allegory to classic Chinese novels.

Macro Perspective

Analyses explore why Bitcoin didn't see a bull market this year and predict the next market bubble.
The potential impact of the Fed ending Quantitative Tightening (QT) on crypto is debated.
Multiple valuation methods are applied to assess Ethereum's (ETH) true worth.

AI Craze

While AI hype has cooled, development in applications and infrastructure accelerates.
Reports highlight AI's capability to simulate sophisticated crypto theft and autonomously attack smart contracts.
The future convergence of AI and blockchain, including projects like Google's TPU ambitions, is examined.

Sector Opportunities & Web3 Matters

A visual guide to key December Web3 events is highlighted.
New projects are emerging, such as Solana's entry into privacy and new DEX launches, though some face scrutiny over token distribution.
Interviews and reports cover Binance's future strategy under co-CEO He Yi, Ethena's challenges post-controversy, and Flow's pivot to DeFi.
Regulatory developments include interpretations of stablecoin definitions in China and HashKey's move to become Hong Kong's first crypto stock.
Other notable stories feature public blockchain performance contrasts, the Ethereum Fusaka upgrade reducing L2 fees, and high-profile debates like CZ vs. Peter Schiff.

Key Market Information

Elon Musk suggests a potential multi-trillion dollar crisis could boost Bitcoin prices.
MicroStrategy updates its revenue forecast based on year-end Bitcoin price scenarios.
Regulatory news includes updates from the US SEC on a Bitcoin market structure bill and expanded oversight in China.
On-chain events include the disposal of unclaimed USDT by Chinese police and reports of recovered Bitcoin mnemonics in a UK case.
Industry figures like Changpeng Zhao (CZ) outline their current focus on ecosystem development and advisory roles.

PANews Editor's Note: PANews has selected the best content of the week to help you catch up on anything you might have missed over the weekend. Click on the title to read.

PANews November 2025 Columnist Influence and Article Popularity Ranking Released

2025 Retrospective and 2026 Outlook

Grayscale report: Bitcoin's current 30% pullback is normal in a bull market, and it is expected to reach new highs next year.

A review of 10 crypto institutions' predictions for 2025: VanEck's accuracy rate was only 10%, so why was Coinbase able to get them all right?

Greenfield 2026 Crypto Outlook: Top 10 Key Issues and Opportunities

Stablecoins in 2025: You're in the Dream of the Red Chamber, I'm in Journey to the West

Macro perspective

From a power law perspective: Why didn't Bitcoin experience a bull market this year, and when will the next bubble appear?

With the Federal Reserve announcing the end of QT, is this the starting gun for crypto, or will it have to endure another winter?

The Mysterious Decline in the Crypto Market

If Hassett becomes the new chairman of the Federal Reserve, would that be a major boon for the crypto market?

Based on 10 valuation methods, how much is ETH really worth?

AI Craze

AI Weekly Update: Popularity Drops to Low Point, but Application and Infrastructure Development Accelerates

AI has successfully simulated the theft of $4.6 million and has learned to autonomously attack smart contracts.

How can Google, which is aiming for a $4 trillion TPU, make a significant impact in the blockchain field?

The ultimate future of AI: Scanning the Sovereign Agency Graph

Seize the opportunity

PA Infographic | A Visual Guide to Key Web3 Events in December

Solana joins the privacy battle: A quick look at 12 new projects.

HumidiFi's lightweight white paper reveals: 90% of tokens are controlled by the team; can "Solana's largest DEX" support 69 million FDV?

With the market in a slump, here are 10 low-cost "coupon-hunting" opportunities.

Web3 Matters

He Yi's first interview as co-CEO: Binance aims to be a company with enduring success, focusing on three core themes for the future.

Ethena after the decoupling controversy: TVL halved, ecosystem setbacks, how to start a second growth curve?

Flow has transitioned to DeFi; the confidence and predicament of the former NFT leader.

Stablecoins officially defined? Lawyers interpret the meeting on virtual currency held by thirteen departments.

HashKey aims to become Hong Kong's first cryptocurrency stock. What key points are hidden in its listing documents?

From ballet dancer to youngest billionaire, how did Luana build the multi-billion dollar empire of Kalshi?

CZ engaged in a heated debate with gold advocate Peter Schiff, with Schiff even asking CZ for gold BRICS on the spot.

Despite receiving investment from Tether and endorsement from the Central Bank of Brazil, why is Rayls, an enterprise-grade blockchain, more praised than commercially successful?

The public blockchains in the bear market are experiencing stark contrasts: Tron remains at the top, while Movement only earns $3 per day.

Ethereum activates Fusaka upgrade, L2 gas fees drop by another 60%.

Key Information

Musk predicts: A $38.3 trillion "crisis" could trigger a surge in Bitcoin prices.

Strategy updates its fiscal year 2025 earnings forecast: If BTC is between $85,000 and $110,000 by the end of the year, revenue could reach $7 billion to $9.5 billion.

Polygon Co-founder: Hopefully Strategy won't become the LUNA of this cycle.

Analysis: China's crypto regulatory lineup has expanded compared to 2021, including the Ministry of Justice, the Central Financial Affairs Commission, and the State Administration of Foreign Exchange.

Hubei Jiayu police announced the disposal of 1.9 million unclaimed USDT virtual assets.

Finance: British police have apparently obtained Qian Zhimin's computer login password and a notebook containing his Bitcoin mnemonic phrase.

US SEC Chairman: Bitcoin Market Structure Bill to be Passed Soon

Bloomberg analyst: Bitcoin may retest $50,000, Bitcoin/gold ratio could fall to 13x.

Reuters: Strategy is in talks with MSCI about potential removal from its index.

WLFI co-founder: A series of RWA products will be launched in January 2026.

Changpeng Zhao: My current focus is on the BNB Chain ecosystem project and serving as a crypto advisor to multiple governments.