Weekly Highlights |

This weekly highlights article from PANews curates key crypto and financial news across several themes.

2025 Retrospective and 2026 Outlook

  • Features predictions and critiques for 2025, including Arthur Hayes's views and Grayscale's top 10 investment themes for 2026.
  • Includes a year-end review of profit performance and a critical look at the public blockchain market.

Macro Perspective

  • Discusses market liquidity trends, with retail investors behaving differently from major players.
  • Explores Bitcoin's market cycles and features an article on the reasons behind Trump's crypto "amnesty."
  • Highlights CZ's view that AI + Crypto is a key opportunity for 2026.

Seize the Opportunity

  • Covers new features like Hyperliquid's portfolio margin and results from the Solana Hackathon.
  • Explains a16z's "Media Pledge" concept to combat fake news and mentions a trending project, UTech, in the BNB ecosystem.

Web3 Matters

  • Includes analysis on MSCI's potential impact on MSTR's stock and an interview with Binance co-founder He Yi.
  • Covers governance controversies at Aave and ENS, Coinbase's expansion into new financial products, and debate around Circle's acquisition of the Axelar team.
  • Discusses the current state of venture capital in the industry.

Key Information

  • Reports U.S. job data, a Bank of Japan rate hike, and a major funding round for RedotPay.
  • Shares insights from figures like Tom Lee and Kong Jianping on market potential and Bitcoin mining.
  • Notes the SEC has released new regulatory guidance for crypto assets.
Summary

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.

2025 Retrospective and 2026 Outlook

A graphic summarizing Arthur Hayes's "prophetic" predictions for 2025!

Grayscale's latest report: Top 10 investment themes for 2026 and the end of the "four-year cycle".

From initial hype to eventual release: A scathing critique of 21 mainstream crypto narratives for 2025.

PANews Crypto Year-End Review: Did You Pass Your 2025 Profit-Gathering Performance?

The brutal reckoning of the public blockchain market in 2025: a booming casino, a fake ghost town, and a VC's harvesting scheme.

For more related content, please visit the special topic— Seeing Through the Fog: 2025 Retrospective and 2026 Outlook

Macro perspective

Market Liquidity Survey: Amid Declining Liquidity, Retail Investors "Buy Lottery Tickets," While Major Investors "Purchase Insurance"

Stop focusing solely on Bitcoin; we're already in a bear market.

A review of past Bitcoin bull markets: Why do four-year cycles occur, and have they ended?

The New York Times: Internal Strife and Bribery: Unveiling the Real Reasons Behind Trump's Encrypted "Amnesty"

CZ's rare sharing in his latest AMA: AI + Crypto is the most certain Alpha, 2026 belongs to the long-distance runners.

Seize the opportunity

Hyperliquid is launching portfolio margin: a killer feature or a deadly weapon?

Solana Hackathon Grand Prize Roundup: 1576 projects competed, with hardware wallet Unruggable taking the top spot.

Decoding a16z's New Concept of "Media Pledge": Online "Written Agreements + Deposit"—An Economic Solution to Combating Fake News

Mysterious project UTech attracts CZ's attention and tops the trending charts; is a new stablecoin emerging in the BNB ecosystem?

Agent Investment Map: From Protocol Stack to Payment Ecosystem

Web3 Matters

If MSCI removes MSTR, will the stock price not fall? Historical backtesting provides an unexpected answer.

Interview with He Yi: How did you go from being someone "too expensive to hire" to becoming CZ's most important partner?

Reflections on Breakpoint 2025: Crypto has grown up, and we're putting our shirts back on.

Despite repeated defeats, Maji keeps fighting. Where does his seemingly endless money come from?

Annual revenue losses of tens of millions have sparked governance controversies, with Aave Labs accused of "backstabbing" the DAO.

ENS's governance crisis: Decentralization = low quality and inefficiency

Coinbase is launching a major new product line, including prediction markets and stock trading, transforming itself into a comprehensive financial platform.

The Axelar team was acquired, and its token was abandoned: Circle's "people over token" policy sparks heated debate in the crypto community.

Is venture capital "dead"? No, the industry is undergoing a brutal reshuffle.

Key Information

The U.S. added 64,000 nonfarm payroll jobs in November, with the unemployment rate at 4.6%.

Tom Lee: The crypto market has 200 times its current potential; the best is yet to come.

Stablecoin payment platform RedotPay completes $107 million Series B funding round, led by Goodwater Capital.

Kong Jianping, founder of Nano Labs: Bitcoin hashrate has plummeted, and at least 400,000 mining machines have been shut down.

The U.S. added 64,000 nonfarm payroll jobs in November, with the unemployment rate at 4.6%.

CZ: A president of a country once requested that the project be listed on a cryptocurrency exchange, which I explicitly refused.

The Bank of Japan raised interest rates by 25 basis points as expected.

Garrett Jin, suspected "1011 insider whale": ETH has an increased probability of outperforming the Nasdaq 100 in the coming months.

The U.S. Securities and Exchange Commission (SEC) has released a FAQ regarding regulations related to crypto assets and distributed ledger technology.

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Author: 一周精选

This article represents the views of PANews columnist and does not represent PANews' position or legal liability.

The article and opinions do not constitute investment advice

Image source: 一周精选. Please contact the author for removal if there is infringement.

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