Market Report
December 12, 2025
Greetings, curious minds! Join us on a journey into the cutting-edge. This newsletter unveils the latest trends shaping our world.
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đĽ Top Reads
BlackRockâs Fink calls Bitcoin an âasset of fear,â softens crypto stance
A solo bitcoin miner beat the odds â around 1-in-30,000 per day on average â to solve a block and take home the total subsidy and transaction fee reward.
Strategy Bitcoin buys collapse, company braces for bear market: Analyst
The order would allow the Justice Department to punish states with rules deemed restrictive for AI, in a move to bring the U.S. under one federal standard. Silicon Valley executives had been lobbying the president to ban state AI laws that they said could cause the U.S. to lose the AI race to China.
Japanâs new crypto tax could wake âsleeping giantâ of retail investors
The crypto industry in Japan is poised for a surge in growth among retail investors, observers say, as the government plans to introduce a moderate 20% tax.
đ¨ Important News This Week
AI
AI Gadgets Are Bad Right Now but Their Promise Is HugeBuilding AI Agents That Actually Add ValueHow AI Agents Can Elevate Customer ExperienceTech
Broadcom Shares Sink Despite Record RevenueNvidia AI Chips to Undergo Unusual U.S. Security Review Before Export to ChinaMeta to Give EU Users Choice on Personalized Ads to Appease RegulatorsBusiness
US financial markets âpoised to move on-chainâ amid DTCC tokenization greenlightBinance hints at stock perps in push to join global tokenized equities raceCoinbase may debut prediction markets, tokenized stocks on Wednesday: ReportCrypto
Bitcoin first, crypto at scale: Inside the UAEâs layered digital asset strategyCrypto speculation at 2024 lows as TradFi leveraged ETFs hit record $239BBitcoin new year bear flag sparks $76K BTC price target nextđ¨ Notable Companies Impressive Investments
Multicoin Capital & CoinFund led a $29 million financing round for LI.FI
Temple Digital Raises $5 Million for Institutional Trading Infrastructure
Arx Research Secures $6.1 Million to Promote Merchant Stablecoin Payments
Japanese fashion brand ANAP invested $5.56 million to acquire over 54.5 Bitcoins at a price of approximately $101,913.4 per BTC
đĽ Top Blockchain & Crypto News of the Week
đ From market crashes to institutional power moves, here are the top headlines shaping the crypto world right now.
Mystery Model âGROK 4.20â Wins New AI Trading Tournament Season
The latest season of the NOF1 AI trading tournament concluded with the Mystery Model â GROK 4.20 â taking first place after posting a 12.11% return over two weeks. Last seasonâs champion, Qwen 3 Max, which previously dominated crypto markets, underperformed in equities this round, highlighting how model strengths vary sharply across asset classes as AI-driven trading systems continue to evolve.
Read more here: https://t.me/constantinkogan/1735
U.S. Banks Officially Cleared to Offer Crypto Services Under OCC Policy Reversal
For the first time, U.S. banks have been formally permitted to facilitate cryptocurrency transactions, with the OCC authorizing institutions to act as intermediaries without holding digital assets themselves. This allows Americans to buy crypto directly through their banks and sets the stage for broad expansion of bank-operated digital-asset services â marking one of the most significant regulatory shifts in U.S. crypto history.
Read more here: https://t.me/constantinkogan/1738
Bitwise Valuation Model Sees $1.3M Bitcoin by 2035 â Calls Forecast âConservativeâ
Bitwiseâs investment director presented a long-term model projecting Bitcoin at $1.3M by 2035 based on BTCâs share of goldâs market cap rising from 9% to 25%. With goldâs total market value growing and institutional capital accelerating into Bitcoin, the model suggests that even a $1M target may now be understated â reinforcing BTCâs trajectory as a major macro asset competing directly with gold.
Read more here: https://t.me/constantinkogan/1741
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