小楼

4）美国战争部近日宣布了一项重大技术转型计划，正式与埃隆·马斯克旗下的 AI 公司 xAI 达成合作协议，合作的核心是将 xAI 的前沿能力套件引入陆军部近期推出的定制化人工智能平台 GenAI.mil，不仅能提升文书处理效率，更重要的是通过技术手段增强决策优势，且赋予部人员通过 X 平台获取实时全球信息的能力，为和日常运营提供决定性的信息情报优势。系统预计2026年初上线。

$ETH

3) In order to support the ever-growing power demand for AI computing, Google's parent company Alphabet officially announced on Monday the acquisition of clean energy developer Intersect for $4.75 billion, reflecting the tech giant's urgent need for energy supply security in the AI arms race. Intersect is strong, with project assets under development or construction valued at up to $15 billion. It is expected that by 2028, the power generation capacity it puts into operation will reach 10.8 gigawatts, a figure that is astonishingly more than 20 times the power generation of the Hoover Dam, becoming the strongest power heart of Alphabet's data centers.

1) On December 23, according to the Financial Times, ByteDance plans to further expand its investment in the field of artificial intelligence next year. According to two informed sources, the investment amount is approximately 160 billion yuan, half of which will be used to purchase advanced semiconductors needed for the development of AI models and applications. They added that ByteDance has allocated a budget of 85 billion yuan for the procurement of AI processors next year.

$ETH $BNB

2) On December 23, the Hong Kong police announced the latest developments in the armed robbery case involving 1 billion yen (approximately 50 million Hong Kong dollars) in Sheung Wan, emphasizing that all individuals involved have been apprehended, with 15 people arrested, 7 of whom have been formally charged with conspiracy to commit robbery, while the majority of the stolen funds are still under investigation. The incident occurred on December 18, when two employees of a Japanese company engaged in virtual currency and luxury handbag business carried 4 suitcases filled with a large amount of cash in yen, planning to exchange the funds for cryptocurrency and Hong Kong dollars through a familiar exchange shop. They were robbed of all their cash by 4 armed robbers within 30 seconds near the New Century Plaza in Sheung Wan.

$BTC

2️⃣ Industry News
1) According to official news, Coinbase has signed an agreement to acquire the prediction market startup The Clearing Company. The Clearing Company was founded by former Polymarket and Kalshi employees and announced the completion of a $15 million seed round financing in August this year, after which it will assist Coinbase in developing and expanding its prediction market business.

$BTC $BNB

1) On December 23, Michael Selig was sworn in as the chairman of the U.S. Commodity Futures Trading Commission (CFTC). Michael Selig stated: We are currently in a special period where various emerging technologies, products, and platforms are emerging one after another. Congress is about to submit a digital asset market structure bill to the President, which will solidify the United States' position as a global cryptocurrency hub. Previously, Michael Selig served as the chief legal advisor of the U.S. Securities and Exchange Commission (SEC) cryptocurrency working group.

$BTC $BNB

📊 1. Key Data
Fear and Greed Index: 29 (Fear)
US BTC Spot ETF: Net inflow yesterday - $142 million
US ETH Spot ETF: Net inflow yesterday $84.59 million

$BTC $BNB

4) The general artificial intelligence startup MiniMax officially passed the Hong Kong Stock Exchange listing hearing on December 21. This means that this young company, founded in early 2022, is expected to set a record for being the AI technology company that takes the shortest time from establishment to completing an IPO. As of the end of September 2025, the company holds a cash balance of $1.046 billion, while its cumulative R&D expenditure since its establishment is only about $500 million, which is less than 1% of OpenAI's expenditure during the same period. Behind MiniMax's rise is a super luxurious investment camp, with a shareholder list that includes internet giants such as Alibaba, Tencent, Xiaohongshu, and top investment banks such as Hillhouse Capital and Sequoia China.

$BTC $BNB

3) Samsung Electronics announced that next month, before the CES International Consumer Electronics Show in Las Vegas, it will launch the new Bespoke AI refrigerator equipped with Google's Gemini large model in the United States. This is also the world's first consumer-grade device that deeply integrates Gemini technology into home appliance products. With a built-in high-precision camera and AI visual understanding capabilities, this refrigerator can not only automatically recognize dozens of ingredients but also recommend recipes, generate shopping lists, and even manage wine collections, redefining the smart kitchen experience.

$ETH $BNB

2) On December 20, the National Artificial Intelligence Application Pilot Base (Healthcare) officially opened its industrial park in Zhejiang and launched the "AntAngelMed" (安诊儿医疗大模型), developed jointly by Ant Group and the base. This model is the world's largest open-source medical model in terms of parameters, differing from general large models by providing shallow information retrieval. AntAngelMed possesses multi-round reasoning, logical consistency, and self-correction capabilities, making a true leap towards clinical-grade intelligent assistance. Currently, AntAngelMed has partnered with Academician Wang Jianan's team at Zhejiang University Second Hospital to launch the "Jack Anxin Intelligent Agent," which provides postoperative follow-up, medication reminders, and abnormal ECG warnings for patients with heart valve disease; at the same time, it collaborates with Hangzhou Seventh People's Hospital to develop the Cloud Mist Elf Intelligent Agent, offering 7×24 hours of companionship and crisis identification.

$BTC $BNB

1) On December 22, the Qianwen App released the "Top 10 AI Prompts of 2025" list, revealing the top ten high-frequency scenarios in which people will use AI in 2025. The three most frequently asked types of questions are stock, Bazi, and emotional counseling. The selected top ten high-frequency prompts are: stock, Bazi, emotional counseling, social media copy, tourist spot recommendations, double-color ball numbers, insomnia, answering this question, divorce property division, and the meaning of life.
$BTC $BNB

1) On December 22, Strategy founder Michael Saylor stated in an interview that if Strategy could accumulate 5% of the total Bitcoin supply, the price of Bitcoin would rise to $1 million per coin; if it reaches 7%, each Bitcoin would be $10 million. Yesterday, Michael Saylor released Bitcoin Tracker information again, possibly hinting at another increase in BTC holdings.

$BTC $BNB

$BTC $BNB 4）On December 21, according to data observed by the Federal Reserve, the probability of the Federal Reserve cutting interest rates by 25 basis points in January next year is 22.1%, while the probability of maintaining the current interest rate is 77.9%.

3) On December 21, KobeissiLetter released data showing that U.S. margin debt surged by $30 billion in November, reaching a record $1.21 trillion, a month-over-month increase of 2% and a year-over-year increase of 32%, marking an all-time high. Meanwhile, the ratio of margin debt to M2 money supply jumped to about 5.5%, the highest level since 2007, indicating that leverage in the U.S. investment market has become excessively high. $BTC $BNB

2) On December 22, U.S. Republican Congressman Max Miller from Ohio and Democratic Congressman Steven Horsford from Nevada are jointly drafting a cryptocurrency tax framework that will provide a safe harbor for certain stablecoin transactions and delay the taxation of rewards from verified blockchain transactions, aligning the tax treatment of cryptocurrencies with that of traditional securities. $BTC $BNB

1️⃣ Macroeconomics and Regulation
1) On December 22, Elvira Nabiullina, the Governor of the Central Bank of Russia, stated that the rapid development of the Bitcoin mining industry in Russia is promoting the country's economy and may strengthen the ruble exchange rate. Previously, the Central Bank of Russia had opposed cryptocurrencies, and Nabiullina had called for a ban on mining and cryptocurrency exchanges. However, in recent years, Moscow's attitude towards crypto mining has warmed, encouraging miners to establish bases in areas where electricity reserves are idle. $BTC $BNB

📊 1. Key Data
Fear and Greed Index: 29 (Fear)
US BTC Spot ETF: Last week's net inflow -$497 million
US ETH Spot ETF: Last week's net inflow -$643 million

$ETH $BNB

At the Binance shareholder meeting, CZ talked about the "psychological rehabilitation" after the amnesty, continuing to work from home and exercise daily. He focused on four things: Giggle Academy (which has served 90,000 children), YZ Labs (a $10 billion fund, investing nearly 70 projects by 2025), BNB ecosystem mentoring, and building regulatory frameworks for multiple countries. Data highlights: BNB chain transaction volume increased by 600% year-on-year, daily active users reached 2.4 million; Binance users reached 200 million; industry penetration remains low. The predicted market investment is not "horse racing", with more investment to expand the pie and validate demand, the World Cup may become the next explosive point. Stablecoins have evolved from 1.0 to 2.0, with the ideal form requiring "yield + liquidity + compliance", and multiple currencies coexisting on the BNB chain with more open regulation. Investment values mission and long-term execution. AI trading is becoming more personalized and customized rather than selling strategies. RWA tokenization can promote national asset financing; in the future, AI and robots will use cryptocurrency. The BNB chain is built for long-term development.

$BNB

In 2025, the sentiment in the crypto market fell to extreme fear, but it was not a systematic collapse. Institutions performed better due to clearer ETF, DAT, and regulatory frameworks, while retail investors faced an exhaustion of Alpha, leading to an 'identity mismatch'. The deeper root cause is that global debt has consistently outpaced output over the long term, leading to continuous dilution of savers. The significance of Crypto lies in monetary choice rather than high returns. BTC has been institutionalized as 'real money', with a substantial increase in market capitalization and share; in contrast, most L1s have lost their monetary narrative, with declining revenues yet high valuations, being reclassified as high beta risk assets. The collapse in sentiment reflects the failure of old participation methods, rather than a failure of the industry.

$BTC $BNB

Robinhood's cryptocurrency transformation detailed: 2024 revenue expected to be $2.95 billion, five-year CAGR reaching 34%, trading revenue proportion decreasing to 58%, options being the main source of profit; cryptocurrency business accounting for 21%, new revenue growth from Gold subscriptions and prediction markets, net interest income accounting for 35%. The company acquired Bitstamp, promoting wallet upgrades, integration with Arbitrum/Base, staking, API, and tokenization of securities, creating a full-stack platform for cryptocurrency and finance. Advantages include a large user base and a more profitable cryptocurrency trading model; risks include fierce competition, integration execution difficulties, and uncertainty in tokenization adoption. Current P/E is about 56, may face short-term pressure but has long-term potential.

$BTC $BNB