主题:12月31号高级小组实时新闻

作者:1

[第1段]

开始时间: 11:45:04

结束时间: 11:46:20

对话:

Tricia: "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:

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

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

Jason: "This year, every financial market except US stocks has been absolutely insane."

Adel: "I always thought only crypto could get this wild. I never expected precious metals to have their own kind of FOMO."{Tricia:👍}

Scott: "We are basically just watching from the sidelines. Such huge volatility did not affect Bitcoin at all."

Jay: "Weird. Really weird. Hard to even describe."

[第3段]

开始时间: 12:05:04

结束时间: 12:13:20

对话:

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

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

Dale: "The news says only about thirty three to thirty three point five percent of Bitcoin’s circulating supply is currently at an unrealized loss?"

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

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

Michael: "Anyone who bought Bitcoin spot at any point this year is now at a loss."

Jason: "It looks like 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:

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

Jay: "Why?"

Axel: "If I were the main player, I would wait for those still sitting on unrealized profits to slowly exit before pushing prices up."

Jeff: "At the end of the day, there is still not enough chip accumulation to support a major move."

Adel: "On top of that, there is not enough long side capital. Multiple factors are keeping the market weak."

Jason: "Recently, institutional asset allocation shifts have been very noticeable. Hedge funds are reallocating from crypto back into precious metals."

Kip: "They are just Wall Street fence sitters. Wherever the hottest action is, that is where they go."

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

Scott: "Basically all major strategic reserve companies are buying against the trend."{Jason:👍}

Scott: "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:

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

Jason: "The current market is very friendly for our community, with frequent swings within a few thousand dollars."{Bryce:👏}

Michael: "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:

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

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

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

Michael: "Is the surge in precious metals really the reason Bitcoin is falling?"

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

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

Dale: @31@"Looking at it the other way around makes more sense. It was the crypto crash that drove the current surge in gold and silver."

Scott: "With market sentiment cautious, buying safe haven assets is perfectly reasonable."

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

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

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

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

Jay: "That is honestly sad. I do not know why the market shifted this way."

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

Dale: "That is very fair."

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

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

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

Maria: "There is no way around it. Most participants in this industry can only be called speculators."

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

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

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

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

Adel: "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:

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

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

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

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

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

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

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

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

Axel: "Not being overly mainstream at this stage might actually be a good thing for crypto."

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

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

Jay: "That would be awful."

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

Michael: "What is there to look forward to in crypto in 2026?"

Maria: "So much. Next year will have even more policy support than this year."

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

Michael: "Yes. That is the most critical and core issue."

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

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

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

Dale: "It will be hard to fully tokenize US stocks by 2026."

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

Adel: "I think derivatives and real estate will be fully tokenized first, with US equities integrated later."

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

Tricia: "Haha, that is exactly right."

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

Kip: "Financial giants led by JPMorgan and Grayscale predict Bitcoin will rise steadily like gold."{Axel:👍}

Maria: "I saw that. JPMorgan predicting one hundred seventy thousand really surprised me."

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

Adel: "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:

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

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

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

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

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

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

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

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

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

Kip: "That brings us back to Ethereum, the core beneficiary of stablecoin growth."

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

Kip: "Nothing has changed at all. Stablecoins are moving forward steadily, step by step."

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

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

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