福禄寿炒币版

Data Monitoring: Over the past week, whales have accumulated 220,000 $ETH, worth about $660 million. Some people are in fear, some are confused, and some are building their positions; everything is the best arrangement.

How will the USDT/CNY exchange rate trend for the entire year of 2026?
On December 25, 2025, the offshore RMB to USD exchange rate officially broke through the 7.0 mark, reaching a new high since the end of September 2024.
Federal Reserve interest rate cuts: The market generally expects that the Federal Reserve will continue to cut interest rates in 2026, which will lead to structural weakness in the dollar index, thereby lowering the USDT to RMB price.
Narrowing interest rate differential between China and the US: As the path of interest rate cuts in the US is steeper than in China, the interest rate differential between China and the US is expected to further narrow, reducing the pressure for RMB depreciation.
USDT premium situation: If a bull market occurs in the cryptocurrency market in 2026, USDT may generate a positive premium (i.e., the actual purchase price is slightly higher than the official exchange rate), while in a bear market like the current one, it may have a negative premium.
It is anticipated that the first half of the year will experience fluctuations and accumulation, repeatedly fluctuating around the 7.0 mark. In the second half of the year, the RMB to USD exchange rate may shift towards the 6.6-6.8 range.

The current situation is partly due to the liquidity impact of the economic cycle, partly because countless new projects have spread the already insufficient liquidity, and partly because the big players led by the Trump family have taken the money from the crypto space and left.
Knowing the reasons makes it easier to understand the current state of the crypto space, where almost all the limited liquidity is in BTC. Institutions and whales only dare to put their funds in BTC, followed by ETH. Therefore, BTC has still performed the best over the past two years, while ETH has not been cut. Altcoins are left with relentless declines.
The future market performance will depend on the return of liquidity. The Federal Reserve has shifted from balance sheet reduction to 'technical expansion' and has ended the balance sheet reduction plan that started in 2022. As bank reserves have fallen to the bottom of the 'adequate level', it has begun purchasing short-term Treasury bills to maintain ample liquidity. This behavior is essentially an 'expansion of the balance sheet'. Of course, the turning point will be when Powell steps down in May 2026.
However, whether most altcoins can recover their value after the return of liquidity is unknown. For this cycle, I only dare to place large positions in BTC\ETH\SOL, along with small positions in established blue-chip altcoins with actual applications.

Data Monitoring: Bitmine received 38428 coins $ETH from FalconX and BitGo early this morning. Tom Lee: No shortage of money~ Really, it is solely my effort that protects the price of ETH.

Data monitoring Bitmine has added 29,463 units $ETH , Tom Lee: You guys sell! I'll take all of it.

The project party and the DAO have conflicts due to interests, but the project $AAVE is still the most outstanding decentralized lending platform. The coin price has dropped by 20% in the past few days, and 150U has purchased 500 coins.

Spot gold rose to $4450 per ounce this morning, setting a new historical high.
Tesla's stock price increased by 2.5%, nearing $500, setting a new historical high.
BTC...
ETH....
SOL.....
Altcoins......

BitMine repurchased 13,412 pieces $ETH , worth approximately 40.61 million US dollars. Some people are in fear, some are confused, and some are accumulating positions; everything is the best arrangement.

According to the news, the trading volume of SOL-USD on the Solana chain has surpassed the total spot trading volume of the two major exchanges Binance and Bybit for three consecutive months. Solana is transforming from a meme coin chain to a liquidity base layer for cryptocurrencies. However, the price of this coin is concerning! The cost of my position of $SOL is 159U😂

The Federal Reserve plans to inject $6.8 billion into the market tomorrow at 9:00 AM Eastern Time. Such a scale of liquidity injection is usually aimed at stabilizing the short-term financing market. In the context of the market in December 2025, it is seen as the normalization support from the Federal Reserve after the end of quantitative tightening (QT), which helps boost investor confidence in risk assets such as technology stocks and cryptocurrencies. Historical and recent data show that such liquidity pumping is often positively correlated with the rise of digital assets like Bitcoin, as liquidity easing is an important catalyst for such assets.

MicroStrategy added 10,645 BTC on December 16, let's see how many are added this week. Some people are in fear, some are confused, and some are building positions; everything is the best arrangement.

Once I represented $ARB for salt, now I represent $LINK and $UNI . LINK is currently at 12.6U, UNI at 5.34U urging to build positions.

The current price of UNI may be severely underestimated! Uniswap is at the most critical turning point in its protocol history, with core developments focusing on the 'UNIfication' governance proposal and its fundamental overhaul of token economics.

UNIfication Proposal

Launching the 'fee switch', the community is currently voting on the UNIfication proposal (December 19 to 25, 2025). If approved, Uniswap will officially initiate a protocol fee distribution mechanism that has been discussed for years.

Token Burn Mechanism

The proposal plans to directly burn 100 million UNI from the treasury (approximately 10% of the total supply, worth about 800 million USD). In addition, a portion of trading fees from future V2 and V3 protocols will go into a smart contract called 'Token Jar', which will be used to repurchase and burn UNI, thereby creating ongoing deflation.

Valuation Logic Change

UNI is transitioning from a purely 'governance token' to a value-capturing asset with 'real yields'. This fundamental change directly links the protocol's massive trading volume with the token's value.

Good morning, brothers! Today is the Winter Solstice. Remember to drink chicken soup and eat dumplings. It's okay if the market is not good, just be a little kinder to yourself and your family.

UNI is really awesome! Countering the calls of Little Afu, it rises instead of falling, reversing the situation! If you are a spot cycle investor, the +$UNI below 10U has great cost performance.

Uniswap "UNlfication" Proposal (Launch Fee Switch Proposal) governance voting has officially started and will end on December 26 at 2:11 (UTC+8). The current support rate is temporarily 100%. If the proposal passes, 100 million UNI will be burned, the v2 and v3 fee switches will be switched on the mainnet, and the burning of UNI tokens and Unichain fees will begin. The floating loss in the position is $UNI
I am not worried at all about the spot, currently the UNI position recommendation index is 100% for 5.34U.

The Bank of Japan raised the benchmark interest rate to 0.75%. The market is in a state of panic, going up and down unpredictably, and the account assets are decreasing more and more.

Those who are bullish are still shouting, Garrett Jin is saying that Bitcoin and Ethereum will see a rise, with initial targets of 106000 and 4500 USD; Arthur Hayes claims Bitcoin will rise to 1 million USD; Tom Lee is still insisting that Bitcoin will reach a historical high before January next year. I suddenly realized that I am the one giving these guys endless signals to buy in.

The spot Bitcoin ETF is still the same, with net outflows today and net inflows tomorrow. Those who are bearish remain bearish and are selling off, while some institutions insist on accumulating BTC, ETH, and SOL whenever there is a dip, as if no one is accumulating altcoins.

They said you consumed my share as well, give it back to me

U.S. President Trump stated during a national address on Wednesday that the next head of the Federal Reserve will be someone who agrees with "substantial" interest rate cuts, and he will soon announce the successor to current Federal Reserve Chairman Powell. We're waiting for you! Great President, hurry and save my dog's life! The spot has already lost a lot.

Today, the Crypto Fear and Greed Index has reached 16, indicating a state of extreme fear. Bitcoin has fallen below $90,000, while Tesla in the U.S. stock market has broken new highs. Tom Lee's Bitmine has added 48,049 ETH, with MicroStrategy in the lead and Tom Lee providing support. The market for meme coins is also bleak; it's been a long time since a major meme coin has appeared, and even reaching a market cap of ten million is considered impressive, as the market makers are always ruthlessly pouring in. Holding a full position in spot trading during a downturn is frustrating; although every day is a torment, I still remain hopeful for 2026.