Weekly Highlights |

This week's PANews highlights cover a wide range of topics, from market outlooks to key industry developments.

2025 Retrospective & 2026 Outlook

Multiple reports analyze the past year and predict future trends, including a strong 2026 crypto market with new drivers, a resurgence of application blockchains, and AI-driven networks.
BNB Chain's annual review notes it ranks first in L1 daily active addresses, with its stablecoin supply doubling.

Macro Perspective

Analysts debate the market bottom, with some experts suggesting Bitcoin is finding its floor and entering a seasonally bullish period.
The Federal Reserve cut interest rates again, revealing internal divisions.

AI Craze

Significant funding rounds for AI projects like Surf AI are underway.
Discussions focus on crypto as "verifiable infrastructure" for AI agent economies and "full-chain" DeAI solutions.
OpenMind partnered with Circle to enable high-speed real-time payments for robots.

Seize the Opportunity

Coverage includes popular new projects (IDOs), ETH's entry into a value "strike zone," and high-leverage arbitrage strategies.
Analysis explores what major investors ("whales") are accumulating during the market dip.

Web3 Matters

Regional deep dives examine Brazil's leading role in Latin America and the UAE as a crypto hub.
Investigations look into Russia's crypto economy, Montenegro's OTC markets, and the rise of Web3 phones.
Other features discuss the challenges of projects like Hyperliquid and Stable, and debate retail trading psychology.

Key Information

Changpeng Zhao suggests the crypto market may be entering a "supercycle," breaking the traditional 4-year Bitcoin pattern.
Binance confirmed employee misconduct, moved its global operations to Abu Dhabi, and its co-founder He Yi promised personal compensation for affected users.
Circle announced a new privacy-focused stablecoin, USDCx, for the Aleo blockchain.
The SEC Chairman predicted the entire US financial market could be on-chain within two years.

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

BNB Chain Annual Review: Daily Active Addresses Rank First in L1, Stablecoin Supply Doubles

a16z predicts four major trends for 2026.

Seven future trends for 2026: From the resurgence of application blockchains to AI-driven encrypted networks

Bitwise CIO: The crypto market will be strong in 2026, but the driving forces have changed.

Four key words to herald the four seasons of Cryoto in 2025.

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

Macro perspective

A market cycle expert says Bitcoin is finding its bottom and is about to enter its most bullish seasonal period of the year.

"A cornered beast's struggle": Crypto Treasury is losing its ability to buy at the bottom.

Why is it said that the bottom of the crypto market may have already passed?

The Federal Reserve cuts interest rates again: internal divisions become apparent, with three votes against the cut being the only one in six years.

Munger's "list of mistakes": Bitcoin is shit, Jack Ma is too arrogant, Elon Musk is crazy.

AI Craze

Pantera led the funding round, with Coinbase Ventures also participating. What makes Surf AI stand out?

The Future Economy of AI Agents: Why is Cryptocurrency Needed as a "Verifiable Infrastructure"?

OpenMind partnered with Circle to enable robots to perform thousands of real-time payments per second using the x402 protocol.

The true holy grail of DeAI: Talus's "full-chain" solution

Seize the opportunity

With the market in a bear market, here's a roundup of 7 popular IPO projects recently.

With expectations of global monetary easing, ETH has entered its value "strike zone".

High-leverage stablecoin arbitrage tool? A detailed analysis of Fluid's 39x leverage strategy and the duality of its "low liquidation penalty".

What did whales stock up on during the market's "discount season"?

Web3 Matters

Tether's "own son" messed up the start. Can Stable pull off a comeback?

Brazil, the leading player in Latin America's crypto market, is an underrated "top student."

The UAE, the “new Switzerland” for crypto giants

Hyperliquid's Rise and Fall: Some Rise Overnight, Others Die from Obsession

Aevo co-founder: I wasted 8 years in the crypto industry

120 seconds to change your trading mindset: Why is intraday trading for retail investors considered gambling?

The World Beyond SWIFT: Russia and the Hidden Economy of Crypto

The World Beyond SWIFT (Part Two): Moscow's Underground Ledger

Montenegro Cryptocurrency Investigation: The Unregulated Growth of Street-Based OTC Markets

From Finney to Saga to Xiaomi, Web3 phones are ushering in an era of "experience-driven" mass adoption.

USDT rating controversy: S&P's "stability yardstick," Tether's "market debate," and the transformation of "shadow central bank."

Key Information

Changpeng Zhao: The crypto market may be entering a "supercycle," and the "four-year cycle" for Bitcoin may no longer apply.

Bloomberg analyst: BTC may fall below $84,000 by the end of the year; a "Santa Claus rally" is unlikely.

Binance: It has been confirmed that an employee abused their position for personal gain. The employee has been suspended and legal action will be taken against them.

The former founder of Bitget Wallet revealed that Bitget Wallet is raising funds at a valuation of $2 billion.

He Yi: I will personally distribute BNB airdrop compensation to users who suffered losses due to their WeChat accounts being hacked.

Binance announced that it has moved its global operations to Abu Dhabi Global Marketplace and has obtained full regulatory authorization there.

Strategy has submitted a formal objection to MSCI's proposed exclusion of "digital asset finance companies".

Tom Lee: Ethereum has bottomed out, so BitMine is actively buying in.

Keel launches $500 million plan to promote on-chain RWA development in Solana.

HASHKEY disclosed IPO details: plans to raise up to HK$1.67 billion, and is expected to list on December 17.

Circle will launch the USDCx stablecoin, which supports "bank-grade privacy" and will be deployed on the Aleo blockchain.

US SEC Chairman: The entire US financial market may be on-chain within two years

The Federal Reserve cut interest rates by 25 basis points, and is expected to cut rates only once in 2026.