Lately, I've seen many people mention $Zama, and Jason went on Twitter to read what the "big players" internationally are discussing about this project and found a few very interesting points to share for everyone to evaluate:
In simple terms, it is "HTTPZ": In the West, they are comparing Zama's technology as the next evolutionary step of the Internet. If in the past we transitioned from HTTP to HTTPS for secure transmission, Zama is building HTTPZ, which, according to their explanation, provides complete security even while data is being processed. This vision is truly very ambitious; we will probably only know its full impact over time.
Referred to as the "Holy Grail": Everyone knows that Blockchain is transparent but exposes all wallet information. Zama addresses this "pain point": It allows the use of on-chain applications while completely anonymizing balances and transactions. This is also a piece that Vitalik has mentioned many times recently.
Regarding funding: The valuation of the latest funding round has reached over 1 billion dollars (Series A&B). With this valuation for an infrastructure project, it's quite "impressive".
If anyone has additional information, please help by commenting below; Jason wants to read more about this deal.
(Note: This is information I have compiled from the international community, not investment advice. Please consider carefully before investing.)
Hello dear friends, Jason has just finished the emotional talk show number 10 with the special guest – Victor @zxstim (Blockchain Researcher / Contributor Uniswap Labs). If you missed it, here are the "key" points to catch up on for 2026: 👇 comment below
Disclaimer: This is a technological perspective, not investment advice. In Vietnam, Crypto is a digital asset, not a currency. See you all in the next episode! #JasonDaily #Talkshow #Blockchain2026 #Victor #DigitalAssets #Vietnam
Hi everyone, I just wrapped up a phenomenal Jason Daily Talkshow #10 with our special guest Victor (Blockchain Researcher / Uniswap Labs Contributor): https://youtu.be/P7QMXM-nxrc?si=80scyyhmMqWmPBJ_
If you missed the live session, here are the critical takeaways for the 2026 landscape:
1. The New Rules of the Game: 2026 marks the era of "Purification." With Vietnam's new Digital Technology Industry Law and a massive capital requirement (VND 10T) for exchange pilots, the infrastructure play is now for the giants. Smaller builders should pivot to core tech and dApps.
2. Tech Trend: The rise of "Compliant DeFi." Technologies like zk-KYC and Privacy Pools are the future, bridging the gap between strict regulatory compliance and user privacy. It’s the evolution from "lawless" to "private but compliant."
3. Critical Warning: Victor urged everyone to stay vigilant against scams mimicking upcoming licensed exchanges. Stay calm, verify official sources, secure your accounts with 2FA (hardware keys recommended), and remember: Self-custody remains legal and safe.
🎁 Giveaway Update: The 5 winners of our limited edition merch have been selected! If your name was called, please DM @kathydaily84com on Telegram to claim your prize before the Lunar New Year.
Disclaimer: This is for informational purposes only, not financial advice. In Vietnam, crypto is recognized as a digital asset, not a currency. Stay safe and see you in the next one! #JasonDaily #Talkshow #Blockchain2026 #DeFi #DigitalAssets #vietnamese
Co-authored by @VitalikButerin , this concept allows users to prove that their money does not come from illegal sources (such as hacker wallets) without revealing the entire transaction history.
This creates a "separation balance": honest users can prove innocence, while criminals are isolated
Honestly, the "Wild West" days of crypto are fading fast.
If you’re serious about surviving the markets in 2026, you can’t just look at charts anymore. You have to understand the regulatory landscape. That’s literally where the big money is moving.
Tomorrow night, I’m sitting down with Mr. Victor (the DeFi Maxi himself) to unpack exactly where we’re headed. We’re talking strict regulations vs. DeFi innovation and what that actually means for your portfolio this year.
No fluff, just straight talk. When: Jan 24, 2026 | 20:30 VNT Where: Right here on X My gifts: giving away x5 Bitget LaLiga jerseys to the best questions dropped in the comments. So, bring your A-game. 👇 Drop a question below: Are you bullish or bearish on the new 2026 regulations? #JasonDaily #Crypto2026 #DeFi #Regulation #Bitget #RealTalk
Man, January 1st, 2026, is officially a massive day for the books.
The Digital Technology Industry Law 2025 just kicked in. For over a decade, crypto and digital assets in Vietnam were basically living in this sketchy "legal gray zone," but those days are dead and buried.
We’re finally seeing Vietnam drop a comprehensive legal framework that’s actually got some teeth. It’s the first time they’ve stepped up to define, manage, and protect digital assets, which is basically giving the green light for Blockchain tech to just explode. Honestly, passing this law is a huge flex, it’s Vietnam basically planting its flag on the global tech map and saying, "Yeah, we’re here."
The real heart of this whole thing is that the law now recognizes digital assets as intangible property. That means if you’re an individual or an org, you’ve got legitimate ownership rights under the Civil Code.
Here’s the breakdown of how they’re defining it: - What it is: It's an intangible asset representing ownership of data. - How it works: It’s created, stored, and moved around using Distributed Ledger Technology (DLT) or similar encryption tech.
But look, it’s not just a free-for-all. The law also lays down some pretty strict ground rules for Virtual Asset Service Providers (VASPs). These guys are now on a tight leash.
If you’re running a platform, you’ve absolutely got to play by the rules: a, KYC (Know Your Customer): No more anonymous ghost accounts. b, AML (Anti-Money Laundering): Keeping things squeaky clean to stop people from washing dirty money or hiding assets.
The government is watching these providers like a hawk to make sure everything stays above board. It's a huge step toward making the space feel legit and safe for everyone involved.
US Treasury Pushes for Greater Influence Over Federal Reserve Policy
The US Treasury, under the direction of Secretary Scott Bessent, is actively working to increase its influence over the Federal Reserve's monetary policy. The process of selecting a new Fed Chair is being used to advance an agenda that would give the Treasury significant say over the Fed's large-scale asset purchases (Quantitative Easing) and sales (Quantitative Tightening). For investors, this signals a potential shift away from central bank independence toward politically motivated monetary policy. A Treasury department pushing for lower interest rates and more accommodative measures would likely be bullish for risk assets like Bitcoin, as such policies tend to devalue fiat currency and increase the appeal of scarce assets.
A whistleblower dropped 5,000+ internal messages allegedly showing insiders coordinating token launches, timing trades, and ordering blocks on Pump.fun. A US federal judge greenlit this new evidence into the class action against Pump.fun, Jito Labs, Solana Labs, Solana Foundation, and their leadership. Plaintiffs claim insiders got priority access to new memecoins through MEV techniques while retail got sold the “fair launch” narrative. The playbook: insiders buy tokens early at basement prices, pump it, dump it, leave retail holding bags. MEV tools allegedly let certain traders pay fees for faster, prioritized transaction processing. The lawsuit covers investors who bought tokens on Pump.fun between March 2024 and July 2025 and took losses. Pump.fun allegedly raked in hundreds of millions in trading fees while retail investors absorbed billions in losses. Judge confirmed the new evidence is valid and relevant. YES, CREATORS ON PUMP.FUN HAVE TO BUY LIKE EVERYONE ELSE By public design, Pump.fun advertises: - No presale - No whitelist - No private rounds - Creators buy on the open market like everyone else On paper? True. THE ISSUE ISN’T “WHO GETS TO BUY EARLY” IT’S “WHO GETS INTO THE BLOCK FIRST” This is where MEV comes in. Whoever controls transaction ordering within a block can buy before you even if you both submit orders at the same time. INSIDERS “BUY PUBLICLY” BUT STILL BUY FIRST According to lawsuit allegations: Insiders don’t get pre-allocated coins, but they can: - Use bots - Leverage MEV infrastructure - Pay higher fees for priority processing - Potentially coordinate with validators Result: - Their orders always land at the front of the block - Retail clicks buy at the same time but gets queued behind - On the interface, everyone looks like they’re buying publicly, but the actual processing order is manipulated Yet Pump.fun still marketed it as fair. THE ALLEGED PLAYBOOK GOES LIKE THIS: 1. Coin launches 2. Insiders use MEV bots to buy in the first block at rock-bottom prices 3. Bonding curve pushes price up fast (liquidity is thin at launch , just a few small buys and the supply/demand formula spikes the price hard)1. Retail FOMOs in at inflated prices 4. Insiders dump after a few blocks 5. Price collapses 6. Retail gets stuck All of this can happen in seconds or minutes. The lawsuit claims investor losses range from $4.4B to $5.5B. #JasonDailyWeb3 $SOL
U.S. margin debt has surged to a record $1.21 trillion, with leverage ratios relative to the M2 money supply now exceeding levels seen during the 2000 dot-com bubble. This indicates extreme risk levels in traditional markets, posing a potential contagion risk for crypto assets in a deleveraging event.
Fed Official Signals No Rate Adjustments Until Spring 2025
Federal Reserve official Patrick Harker has indicated that no further rate adjustments are likely until at least spring, following a series of cuts in previous meetings. Harker, who will become a voting member of the rate-setting committee next year, expressed concerns that inflation remains a more significant threat than labor market weakness.
This commentary provides investors with a clearer, albeit more hawkish, timeline for monetary policy. The signal to hold rates steady for an extended period tempers expectations for immediate easing, potentially acting as a headwind for risk assets like cryptocurrencies by keeping the cost of capital elevated.
US Inflation Data Signals Potential for Easing Monetary Policy The latest U.S. Consumer Price Index (CPI) report showed core inflation rising 2.6% year-over-year in November, significantly below the 3.1% market expectation. This marks the slowest rate of increase since early 2021, providing strong evidence that inflationary pressures are subsiding.
For investors, this data is a critical bullish signal for risk assets, including cryptocurrencies. A lower-than-expected inflation rate increases the probability that the Federal Reserve will have sufficient justification to cut interest rates, which would lower the cost of capital and historically drives investment flows into higher-growth, higher-risk assets like digital assets.
Visa Launches USDC Settlement on Solana in the U.S.
Payment giant Visa is officially launching a stablecoin settlement service for U.S. financial institutions, utilizing Circle's USDC on the Solana blockchain. This move represents a powerful endorsement of both stablecoins as a settlement asset and Solana as an institutional-grade network. By enabling banks to use USDC on Solana for back-end payment flows, Visa is validating the efficiency of high-throughput blockchains for real-world financial operations. This integration is expected to drive significant demand for USDC and increase transaction volume on Solana, reinforcing the network's position as a leading platform for enterprise applications. For the market, it marks a critical step from experimental pilots to production-level adoption of blockchain payment rails by a global financial incumbent.