az_blockchain

@AZ Blockchain

Strategy
Strategy just purchased an additional 1,287 $BTC , bringing the total holdings to ₿673,783 BTC ✍️ At the same time, USD Reserve was also supplemented by an additional 62 million USD, raising the total cash reserves to 2.25 billion USD.
🧠 STRATEGY DOES NOT CHANGE
This move shows that Strategy remains steadfast in its role as the 'Bitcoin treasury' 🔗 They continue to use $BTC as a core asset, despite short-term market fluctuations.

@AZ Blockchain

🟢 DOGE IS BACK ABOVE THE IMPORTANT LEVEL
Dogecoin rose to $0.1516, breaking through the key technical area after a period of accumulation. Notably, the trading volume is over 40% higher than the 30-day average, indicating speculative money is returning to the meme coin, even as the overall market remains stagnant.
📈 NOT JUST DOGE
The recovery momentum is spreading within the meme group: $DOGE +11%, $PEPE +17%, $SHIB +8%, $BONK +11%, $FLOKI +10%. In the small-cap group, $MOG and $POPCAT are also surging. The total market cap of meme coins is around $33.8 billion, with $5.9 billion volume/24h – indicating this is not a one-time bounce.

@AZ Blockchain

📊 OVERALL PICTURE 2025
The year 2025 is the phase of 'compression' for major Layer 1s. Instead of chasing prices, the market is focused on building foundations: expanding infrastructure, improving connectivity, and preparing for real financial applications. ETH and SOL are the two most distinct representatives of this trend.
🏦 $ETH – ORGANIZATION, INTEROPERABILITY & REAL FINANCE
Ethereum is witnessing a stronger wave of institutional participation thanks to ETFs and Digital Asset Treasuries. The focus in 2026 is not only on cheaper scaling but also on seamless connections between L1 and L2s. The ultimate goal: unified DeFi, seamless UX, and products like crypto neobanks, tokenized stocks, and everyday financial services.

@AZ Blockchain

🔥 HOT GEOPOLITICAL DEVELOPMENTS
Early Saturday morning, President Donald Trump confirmed that the U.S. conducted a 'large-scale' attack on Venezuela. President Nicolás Maduro and his wife are reported to have been captured and taken out of the country. The U.S. Department of Justice later announced charges related to drug trafficking and arms.
📉 SHORT-TERM REACTION OF THE CRYPTO MARKET
When military news emerged, $BTC quickly fell by about 0.5%, from the region of 91,000 USD down to around 89,300 USD. This is a familiar reaction when the market faces unexpected geopolitical risks.

@AZ Blockchain

🚀 The market surged at the beginning of 2026
Bitcoin surpassed 91,000 USD on Sunday, extending its recovery at the start of the new year. Many major altcoins also rose in unison, indicating a more positive market sentiment compared to late 2025.
📊 Shorts were liquidated, buying pressure was activated
Approximately 180 million USD in futures positions have been liquidated in the past 24 hours, most of which came from short orders. As prices rise, short sellers are forced to buy back, inadvertently adding upward pressure on prices.

@AZ Blockchain

📊 As we move into 2026, the meme coin group unexpectedly surged. $DOGE increased about 11% in 24h, while $PEPE surged nearly 17%, bringing back the “meme season” sentiment.
🐶 Not just the two big names, the entire basket of memes is green: $SHIB +8%, $BONK nearly +11%, $FLOKI around 10%. In the small-cap group, $MOG increased 14% in a day and over 37% in a week, $POPCAT also climbed nearly 9%.
💬 When $BTC crosses and liquidity has not really returned, meme coins often become a “thermometer” for risk appetite. Speculative money prefers fast speeds, strong volatility, and memes meet that very well.

@AZ Blockchain

📌 Ilya Lichtenstein – the person behind the Bitfinex exchange hack in 2016 – was released after just 14 months in prison, despite having been sentenced to 5 years in November 2024. The reason given was thanks to the First Step Act signed by President Donald Trump in 2018.
💬 On X, Lichtenstein stated that he was "released early thanks to the First Step Act" and affirmed that he would return to contribute positively to the field of cybersecurity. However, the crypto community reacted quite differently. Many questioned the amount of BTC that was stolen and even sarcastically remarked, "So are criminals now legal?"

@AZ Blockchain $AAVE

📊 On January 2, 2025, Aave confirmed that it will submit an important governance proposal to the DAO, considering sharing a portion of revenue outside the core lending protocol with $AAVE holders. This information immediately improves market sentiment, pushing the price $AAVE to increase by more than 10% in a day.
💬 According to Aave Labs, the mentioned revenue source comes from products outside traditional lending such as a swap interface, official applications, organizational integrations, and future expanded products. The proposal will also clarify ownership of the Aave brand, website, domain, and media channels, avoiding ambiguous control issues that have caused controversy recently.

@AZ Blockchain $BTC

FOMC
✨The minutes of the December FOMC meeting just released show that the Fed is in no hurry to cut interest rates further after the last 25 basis point cut at the end of the year. Policymakers want to maintain the current interest rate level and monitor the impact of previous easing measures.
✨The language in the minutes nearly extinguishes expectations for a rate cut in January, and even March 2026 is uncertain. The earliest scenario for the Fed's next action is being pushed to April by the market, if inflation shows clearer signs of cooling.

@AZ Blockchain $APT

Aptos
✨The model data shows that the trading volume of $APT is revealing a silent accumulation process from institutions. In the final stage, the price accelerates significantly when $APT breaks through the resistance zone of $1.72 thanks to continuous buying pressure.
✨Notably, many volume spikes exceeded 40,000 tokens, confirming the participation of large funds in the breakout phase. The average 24-hour volume reached 2.76 million tokens, 11.8% higher than the 7-day MA, reinforcing the accumulation argument.

@AZ Blockchain $BTC

✨As 2025 comes to a close, crypto investors are focusing on 2 big questions:
(1) When will the U.S. have a complete legal framework for digital assets?
(2) Is quantum computing really an imminent threat to blockchain?
✨Theo Grayscale, there is only one factor that will strongly impact the market in the short term - that is the law, not quantum.
✨Grayscale expects the bipartisan crypto market structure bill to be passed in 2026. The direction is quite clear: crypto will be regulated like traditional financial markets, with regulations on registration, disclosure, classification of digital assets, and insider trading controls. This could pave the way for large financial institutions to hold crypto on their balance sheets and trade directly on the blockchain, marking a distinct phase of 'institutionalization' of the market.

@AZ Blockchain $BTC $PAXG

✨ The precious metals market has just experienced a strong shake-up. On December 29, gold prices fell by more than 5%, marking the largest daily drop in over 2 months. Silver, platinum, and palladium also plummeted by 15–16% after a period of overheating and reaching new highs in the month.
✨ Notably, crypto is moving in the opposite direction. While gold and silver are being sold off, $BTC at one point surpassed $90,000, while $ETH approached $3,000. Some traders believe that capital is temporarily leaving precious metals to seek opportunities in riskier assets, especially crypto.

@AZ Blockchain $BTC

e-CNY
✨The People's Bank of China (PBOC) will implement a new digital yuan (e-CNY) framework from January 1st, allowing commercial banks to pay interest on e-CNY balances. This move aims to promote the widespread use of the national digital currency.
✨Theo PBOC, e-CNY will be transitioned from the role of digital cash to digital deposits, essentially becoming a liability of commercial banks, operating under an account model. This helps e-CNY to have additional functions of value storage, payment, and even supports cross-border transactions.

@AZ Blockchain $BTC

✨A new report from TRM Labs indicates that over 35 million USD in crypto stolen from LastPass users has been systematically laundered, with traces leading to cybercrime groups in Russia. The origin of these withdrawals is believed to have started from the LastPass breach in 2022, but the withdrawal activity has continued until the end of 2025.
✨According to on-chain analysis, hackers continuously transfer altcoins to $BTC , then use mixing tools like CoinJoin and Wasabi Wallet to obscure transaction history. Nevertheless, TRM Labs has still identified a consistent on-chain behavioral signature, indicating that this is a coordinated group, not isolated attacks.

@AZ Blockchain $BTC

✨The U.S. Congress is preparing to consider a bipartisan bill on the structure of the crypto market initiated by Senator Cynthia Lummis in January 2026. This is seen as a major turning point, aimed at providing legal clarity for the digital asset industry, keeping innovation in the U.S. instead of flowing abroad.
✨Although she announced she would not run for re-election, Ms. Lummis is still pushing the bill until the last minute. Many figures in the industry and regulators believe that the U.S. is closer than ever to a unified legal framework for crypto, ending the phase of 'guessing the law while doing.'

STAKING CRYPTO

✨The debate in the US about taxing foreign staking crypto is like a “policy laboratory” that could set a global precedent. Although the brothers are not US citizens, the ripple effects of these decisions are unavoidable.
✨If the IRS tightens its stance, exchanges and staking protocols may be forced to adjust their services globally. This directly impacts how taxes are reported, how staking rewards are distributed, and even whether international users will still be allowed to participate.

@AZ Blockchain $BTC

✨ Bitcoin has just failed when testing the $89,000 area, leading to over 260 million USD in futures positions being liquidated. BTC Open Interest dropped from 47 billion USD to 42 billion USD, the lowest level in 8 months. This indicates that the market is actively reducing leverage, not yet a signal of a strong crash.
✨ ETF withdrawals, sentiment remains cautious
Bitcoin spot ETF recorded 5 consecutive days of net selling, totaling 825 million USD. This figure is not large compared to the market scale, but reflects cautious sentiment as the global economic context remains unstable and the excitement from October is gradually cooling.

@AZ Blockchain

✨ $XRP decreased by about 1.6% in 24 hours, and -16% compared to last month.
✨ The price is currently fluctuating near the bottom of the descending triangle model – a structure often associated with further downside risk, although it has not officially broken down.
🔍 3 alarming signals have appeared simultaneously:
✨ Weak retail: Prices have bounced slightly but MFI has decreased, indicating that retail traders are taking the opportunity to sell on each rebound.
✨ Long-term holders are also selling: The group of wallets holding $XRP for 2–3 years has dropped significantly from ~14% to ~5.6% of the total supply.

@AZ Blockchain

GOOGLE TRENDS
✨ Google Trends data shows that interest in the keyword 'crypto' globally is at its lowest point in a year. The global search index is currently around 26/100, just slightly above the year's low of 24. In the US alone, search volume has hit a one-year low as 2025 gradually comes to a close.
✨This reflects the sentiment of retail investors being very weak. After the flash crash in October, when nearly 20 billion USD of leveraged positions were liquidated and many altcoins dropped by up to 99% in just one day, market confidence has not really recovered.

@AZ Blockchain

✨After 6 consecutive days of significant capital outflows, Bitcoin and Ethereum spot ETFs recorded their first net inflow in November 2025. In total, ETF $BTC attracted 240 million USD, while ETF $ETH recorded 12.5 million USD, reversing from nearly 2.9 billion USD in capital outflows previously.
✨The cash flow mainly comes from large funds IBIT (BlackRock) leading with 112.44 million USD, followed by FBTC (61.64 million USD) and ARKB (60.44 million USD). Notably, no Bitcoin ETF experienced capital outflows on this day, indicating that institutional sentiment has become less negative.