主题:12月31号实时新闻

作者:1

[第1段]

开始时间: 11:45:04

结束时间: 11:46:20

对话:

Oriel: "Thanks for sharing, Sara. Happy New Year’s Eve!"

[第2段]

开始时间: 11:50:04

结束时间: 11:58:20

对话:

Luther: "Silver’s price action completely stunned me."

Lea: "More than ten percent volatility for two days in a row. And this is silver!"

Graham: "This year, every financial market except US stocks has been absolutely wild."

Elton: "I always thought only crypto could get this crazy. Never expected precious metals to have their own kind of FOMO."{Oriel:👍}

Stan: "We are basically just spectators. Such huge volatility did not affect Bitcoin at all."

Everley: "It feels strange. Really strange. I cannot quite explain it."

[第3段]

开始时间: 12:05:04

结束时间: 12:13:20

对话:

Max: "Bitcoin has been blocked at ninety thousand so many times. It is getting more dangerous."

Aimee: "Looking at the weekly chart is risky. We need to be prepared for the possibility that the market has not bottomed yet."

Dave: "The news said only about thirty three to thirty three point five percent of Bitcoin’s circulating supply is currently at a loss?"

Dave: "That percentage is much lower than I expected."

Oriel: "I thought at least two thirds of spot holdings would be underwater."

Lea: "Anyone who bought Bitcoin spot anytime this entire year is now at a loss."

Graham: "It seems most long term Bitcoin holders chose not to sell."

[第4段]

开始时间: 12:15:20

结束时间: 12:21:20

对话:

Aimee: "That might actually be one reason the market has struggled to rebound."

Everley: "Why?"

Aimee: "If I were a major player, I would wait for those still sitting on unrealized profits to gradually exit before pushing prices up."

Max: "At the end of the day, it is still a problem of insufficient chip collection to support a major rally."

Elton: "Plus there is not enough capital on the long side. Multiple factors are keeping the market weak."

Graham: "I have noticed institutional portfolio reallocations becoming more obvious lately. Hedge funds are shifting from crypto back into precious metals."

Luther: "They are just Wall Street fence sitters. Wherever the hype is, that is where they go."

Dave: "Still, many on chain addresses are choosing to accumulate against the trend."

Stan: "Basically all major strategic reserve companies are buying the dip."{Graham:👍}

Stan: "That gives the market a lot of confidence."

[第5段]

开始时间: 12:21:55

结束时间: 12:23:20

对话:

Everley: "It feels like Bitcoin just cannot break below eighty thousand. The big players are fighting hard to defend this level."

Graham: "The current market is very friendly for our community. Frequent swings within a few thousand dollars."{Bryce:👏}

Lea: "Exactly. This is actually my favorite type of market. A paradise for grid trading strategies."

[第6段]

开始时间: 12:25:20

结束时间: 12:46:20

对话:

Kirby: @24@"Institutional and high net worth investors’ medium to long term allocation strategies have not changed."

Stan: "True crypto investment institutions are clearly showing capital behavior that is completely different from retail sentiment."{Dave:👍}

Luther: "I agree. Widespread unrealized losses mainly weaken retail buying interest."

Lea: "Is the rise in precious metals really the reason Bitcoin is falling?"

Max: "I think blaming it on that is a stretch."

Oriel: "I agree, especially since Bitcoin’s crash happened long before gold started rising."

Dave: @31@"If anything, the opposite makes more sense. It was the crypto crash that drove the current surge in gold and silver."

Stan: "With risk sentiment cautious, buying safe haven assets is perfectly reasonable."

Elton: "Silver’s surge seems driven by sudden demand from high end tech sectors."

Graham: "Same logic as earlier this year. Funds flowing out of gold usually go into Bitcoin. Right now it is the reverse."

Everley: "Can we conclude that Bitcoin is now fully treated as a risk asset?"

Lea: "Looking at the past three months, absolutely. There is not even a trace of safe haven properties left."

Everley: "That is honestly sad. I do not know why the market changed like this."

Aimee: "Even though veteran crypto users like us see many strong narratives, for most average investors Bitcoin is still a risk asset."

Dave: "That is a very fair point."

Max: "Most traditional investors remain on the sidelines when it comes to crypto. That says everything."

Elton: "They have not truly studied the technology or real world use cases."

Luther: "Most people around me still believe buying crypto is pure risk investing."

Kirby: "There is no way around it. Most participants in this industry are still more speculators than investors."

Aimee: "The Fed’s latest survey shows eleven percent of US investors own crypto, and as many as seventy percent believe crypto is a risk asset."

Lea: "That ownership rate is much lower than I imagined."

Aimee: "When Bitcoin was near one hundred twenty thousand, that number would have been much higher. But many people already left."

Graham: "The October crash really damaged overall market sentiment."

Elton: "Still, compared with previous years, overall adoption has made a qualitative leap."

[第7段]

开始时间: 12:49:20

结束时间: 13:14:20

对话:

Everley: "That is true. Even though Bitcoin underperformed this year price wise, in the long run it was still a milestone year."

Stan: "Time flies. It suddenly hit me that 2026 is almost here."

Oriel: "College students and internet intellectuals tend to favor the crypto industry more."

Luther: "That makes sense. Most of them are young and more open to new things."

Kirby: "Crypto technology now mainly serves AI and internet applications. Naturally, top talent in related industries understands its strengths."{Dave:👍}

Graham: "From another angle, crypto ownership nearly doubled within a year. The growth rate is explosive."

Oriel: "We should be very optimistic about the crypto market in 2026."

Dave: "An eleven percent ownership rate still does not satisfy me."

Aimee: "For the current stage of the crypto industry, not being overly mainstream might actually be a good thing."

Elton: "At least it prevents excessive fund manipulation of price action."

Max: "I do not want Bitcoin and Ethereum to be completely controlled by quant funds and turned into harvesting machines."

Everley: "That would be terrible."

Luther: "Crypto’s unique high volatility is exactly why we can make money with options."

Lea: "So what should we look forward to in crypto in 2026?"

Kirby: "There is a lot. Next year will see even more policy support than this year."

Graham: "All three major crypto bills are very likely to be officially implemented next year."{Eli:👍,Dariel:👍}

Lea: "Yes, that is the most critical and core issue."

Elton: "I hope the crypto legislation moves forward smoothly, especially the market structure bill. It is crucial for the industry."

Stan: "Asset tokenization is also core. The RWA narrative."

Aimee: "The progress in tokenizing US equities makes me very optimistic about this space."

Dave: "Full tokenization of US stocks by 2026 seems unlikely though."

Kirby: "That depends on the determination of Trump and his advisory team."

Elton: "I think derivatives and real estate tokenization will come first, followed by US equities later."

Graham: "If Bitcoin can enter a structural bull market next year, the attention alone will accelerate everything."

Oriel: "Haha, that is so true."

Max: "Even a slow structural bull would be fine, as long as it pulls investor attention back."

Luther: "Major financial giants led by JPMorgan and Grayscale predict Bitcoin will rise steadily like gold."{Aimee:👍}

Kirby: "I saw that. JPMorgan predicting Bitcoin at one hundred seventy thousand really surprised me."

Lea: "JPMorgan, Citi, and other banks genuinely seem bullish on Bitcoin."

Elton: "They are all actively building crypto payment infrastructure themselves."

[第8段]

开始时间: 13:14:50

结束时间: 13:41:20

对话:

Dave: "Grayscale went even further, giving a two hundred fifty thousand dollar target."

Everley: "There are also plenty of bearish institutions. Wall Street is deeply divided on Bitcoin."

Lea: "Most bearish institutions do not hold any tokens and have not even studied the crypto industry."

Aimee: @81@"I almost forgot. Stablecoins and crypto payments are even bigger things to look forward to next year!"

Dave: "Stable institutional buying power will determine next year’s market."

Stan: @85@"JPMorgan’s project is already completed. It will officially enter pilot operations in one month."

Elton: "Stablecoins are so low key that we often forget about them."

Elton: "But in reality, stablecoins are the fundamental driver of this entire market cycle."

Aimee: "Exactly. We need to put stablecoin related assets at the very top of our focus list."

Luther: "Which brings us back to Ethereum, the core beneficiary of stablecoin growth."

Oriel: "Is the market still that optimistic about stablecoin scale growth?"

Luther: "Not a bit has changed. Stablecoins are advancing steadily step by step."

Kirby: "Coincidentally, Ethereum completed its mainnet upgrade at the end of this year, along with multiple technical breakthroughs."

Dave: "Ethereum’s price is way too low. Even tripling from here would be reasonable."

Graham: "The Bitcoin to Ethereum ratio is at a historical low. Ethereum will likely remain in catch up mode throughout next year."