Market Report
December 19, 2025
Greetings, curious minds! Join us on a journey into the cutting-edge. This newsletter unveils the latest trends shaping our world.
Let's explore together! 🌐🚀
🔥 Top Reads
Jump Accused of Contributing to Collapse of Terraform, Do Kwon’s Crypto Empire
The administrator winding down what remains of Do Kwon’s Terraform Labs has sued Jump Trading, alleging that the high-speed trading giant unlawfully profited from and contributed to the crypto empire’s collapse.
Spot Bitcoin ETFs record $457M inflows in ‘early positioning’ push
Spot Bitcoin ETFs logged their strongest inflows in over a month amid renewed institutional demand tied to shifting macro expectations.
Investing, Content and the Evolving AI Landscape
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.
🚨 Important News This Week
AI
🧠 Meta Is Developing a New AI Image and Video Model Code-Named ‘Mango’
💰 A Billion-Dollar Question Hangs Over the New AI Search Marketing Industry
⚠️ Tether CEO says AI bubble is Bitcoin’s biggest risk in 2026
Tech
📊 Databricks Is Raising Funds at $134 Billion Valuation
🥤 We Let AI Run Our Office Vending Machine. It Lost Hundreds of Dollars
🌏 Who Is Winning the Race for AI Supremacy—China or the U.S.?
Business
🛡️ Blackstone Leads $400 Million Investment in Cyber Startup Cyera
📉 Most crypto sectors lagged Bitcoin over past 3 months: Glassnode
🤝 NYSE parent in talks to invest in crypto company MoonPay: Report
Crypto
🐂 Crypto has everything needed for a bull market, so why is the market down?
🐢 SOL price action lags the wider altcoin market: Is Solana’s heyday over?
🚨 Notable Companies Impressive Investments
Strategy acquired 10,645 BTC for ~$980.3M at an average price of ~$92,098 per BTC
Hyper Foundation proposes $1B HYPE Token Burn
Infrared’s token sale will be launched on Binance Wallet
🔥 Top Blockchain & Crypto News of the Week
🚀 From market crashes to institutional power moves, here are the top headlines shaping the crypto world right now.
SEC Clears DTCC to Tokenize Global Market Infrastructure
The SEC issued a No-Action Letter allowing DTCC to tokenize assets under its custody, a historic shift for global finance. DTCC is the world’s largest clearinghouse, processing $2–3 trillion daily and over $2 quadrillion annually in securities transactions. With a regulated rollout expected in H2 2026, this marks tokenization’s transition from experimentation to core market infrastructure. TradFi is no longer debating blockchain, it is embedding it.
Read more here: https://t.me/constantinkogan/1747
Visa Goes Stablecoin-Native With USDC Settlement for U.S. Banks
Visa has launched USDC-based settlement for U.S. banks, enabling transactions to settle directly in stablecoins rather than traditional fiat rails. Running live on Solana with 24/7 availability, this move brings blockchain settlement into mainstream payments infrastructure. Stablecoins are no longer peripheral tools, they are becoming foundational to how value moves inside TradFi.
Read more here: https://t.me/constantinkogan/1750
Federal Reserve Removes Crypto Restrictions for Small Banks
The U.S. Federal Reserve has withdrawn its 2023 guidance that constrained smaller banks’ participation in crypto-related activity. The policy reversal reduces regulatory friction, expands institutional access, and strengthens bank–crypto integration across the financial system. This signals a clear shift toward normalization of digital assets within U.S. banking.
Read more here: https://t.me/constantinkogan/1754
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🎊 New Year celebration with Rayo Capital, StandWithCrypto and Tusk. Venture Partners
🤣 Meme of the Week
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Constantin Kogan
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