Grayscale expects Bitcoin to reach new all-time highs in the first half of 2026, with the 20 millionth BTC projected to be mined around March.
More importantly, 2026 may mark a shift away from pure speculation toward infrastructure growth, clearer regulation, and deeper integration with traditional finance.
📊 Bitcoin is trading near the upper Bear Band, a level that has historically appeared late in market cycles.
While price remains above long-term trend support, momentum is flattening. In previous cycles, similar conditions often led to a prolonged distribution phase rather than immediate continuation.
If historical patterns repeat, potential mean-reversion zones could emerge around $62K, $43K, and $27K.
This does not imply an immediate crash. Instead, it points to compressed risk, where upside becomes harder and downside sensitivity increases.
According to Token Terminal, developers deployed 8.7M new smart contracts, the highest quarterly total in Ethereum’s history. This signals a strong recovery after weaker activity in the prior two quarters.
Growth was driven by stablecoins, real-world asset tokenization, and core infrastructure development. Historically, contract deployment acts as a leading indicator, often preceding increases in users, transactions, and network fees.
Ethereum continues to position itself as a global settlement layer for on-chain finance.
⚠️ BlackRock transferred a large amount of crypto as ETF outflows continued into year-end.
On-chain data shows 2,201 BTC and 7,557 ETH sent to Coinbase Prime, worth over $214M at the time. The move happened as Bitcoin ETFs recorded -$275.9M in net outflows on Dec 26, with BlackRock’s IBIT accounting for most of the pressure. Ethereum ETFs also saw net exits.
Zooming out, crypto ETPs have now seen ~ $3.2B in outflows since the October correction.
This does not confirm aggressive selling, but large institutional transfers during persistent outflows usually signal a more cautious stance.
Recent data shows 6M+ wallets hold 500 XRP or less, while a small group of large wallets controls a significant share of supply. As price rises, this gap becomes more visible.
Buying 1,000 XRP today costs far more than it did a year ago, making steady accumulation harder for retail. Large holders feel this impact far less.
Some community members argue supply isn’t tight, pointing to roughly 16B XRP still on exchanges. Others, including crypto lawyer Bill Morgan, say XRP mainly follows Bitcoin’s direction, not wallet distribution.
Key takeaway: higher prices change who can accumulate — but BTC still leads the market.
⚠️ California proposes a 5% billionaire wealth tax, raising serious concerns across the crypto industry.
The proposal targets unrealized gains, including crypto holdings and unsold startup equity. This could pressure founders and long-term holders who have paper wealth but limited liquidity.
Many crypto leaders warn such policies could push innovation outside the US, as capital and talent become increasingly mobile.
At the same time, some firms continue expanding into the US, highlighting that the situation remains complex and evolving.
The bigger question: can the US stay competitive in a global, digital economy?
Dogecoin is holding above $0.12 as the market stabilizes and Bitcoin stays above $87K. From a technical standpoint, $1 is not impossible — DOGE already reached $0.74 in the last major cycle, highlighting how powerful speculation can be.
However, with 168B+ coins in circulation, reaching $1 would require massive demand and strong meme-driven momentum. Historically, DOGE performs best when Bitcoin breaks out and capital flows into high-risk assets.
Conclusion: technically possible, but highly dependent on market conditions and sentiment.
The 2026 XRP story hinges on one big “if”: if $BTC reaches $250K, large-cap alts with strong fundamentals could see major rotation.
Reports show XRP was more resilient in 2025 than the broader alt market, thanks to growing adoption and clearer regulation.
Ripple has been building like a serious financial company, completing $2.7B+ in acquisitions across payments, treasury software, and trading infrastructure.
If BTC goes parabolic in 2026, the argument is simple: money rotates into the few alts that look “institution-ready.”
🇺🇸 Eric Trump recently suggested that capital could gradually move from gold toward Bitcoin.
He framed Bitcoin as a modern alternative to traditional stores of value, especially in a more digital and connected financial system. Rather than a short-term trade, the comparison focuses on Bitcoin’s role over the long run.
It’s interesting to see how often the “digital gold” narrative keeps resurfacing in broader discussions around macro assets.
The 2025 revenue rankings offer a useful reality check.
Solana leads with roughly $1.3B in revenue, followed by Hyperliquid near $816M. This suggests that consistent fee generation from real activity, especially trading, is becoming more important than headline metrics like TVL.
It feels like the market is slowly prioritizing usage and sustainability over narratives alone.
US spot ETF flows from 26-12-2025 stayed negative.
Bitcoin spot ETFs recorded net outflows, while Ethereum spot ETFs also saw capital leaving. Other listed crypto ETFs showed no meaningful movement, making the overall flow clearly negative for the day.
One important detail is how fast ETF flows can move compared to new supply. In a single session, capital can exit the market at a pace that exceeds what is created through mining over several days.
This is why ETF data is often watched closely for short-term market behavior, even without any change in fundamentals. I’m keeping an eye on whether this trend stabilizes or continues.
Bitcoin continues to behave like a macro asset, but something interesting is happening on Ethereum’s side.
A major Ethereum treasury firm has started staking part of its ETH holdings for the first time. Until now, its strategy was simple: hold and wait. This move shows a shift toward using Ethereum’s proof-of-stake system as part of long-term treasury management.
Instead of relying only on market appreciation, large holders are beginning to see ETH as a productive asset that can generate ongoing network rewards.
I think this is an important signal of how institutional strategies around crypto are slowly maturing. #crypto $ETH
Tom Lee shares a long-term constructive outlook on crypto
Tom Lee recently outlined a bullish long-term view on Bitcoin and Ethereum, driven by broader adoption, improving market structure, and growing institutional involvement.
Rather than focusing on short-term moves, his perspective centers on the idea that crypto is still in an expansion phase, with cycles becoming more structural than speculative.
That said, outlooks like this depend heavily on macro conditions, regulation, and sustained demand over time.
I see this more as a framework for thinking long term, not a short-term signal.
TOM LEE PREDICTION 📊🔥
• $BTC at $200,000 in 2026 • $ETH at $9,000 in early 2026 • $ETH at $20,000 long-term • Crypto supercycle incoming
How much weight do you personally give to long-term market forecasts like these?
$BTC $ETH
Συνδεθείτε για να εξερευνήσετε περισσότερα περιεχόμενα
Εξερευνήστε τα τελευταία νέα για τα κρύπτο
⚡️ Συμμετέχετε στις πιο πρόσφατες συζητήσεις για τα κρύπτο
💬 Αλληλεπιδράστε με τους αγαπημένους σας δημιουργούς