MarketWhisper

Elon Musk stands as one of the most potent and polarizing forces in the cryptocurrency landscape. His tweets, corporate announcements, and public statements consistently trigger seismic waves of volatility, exemplified by Dogecoin's infamous rallies and Bitcoin's reactions to Tesla's treasury moves.Beyond sheer market influence, Musk faces a colossal \$258 billion lawsuit alleging deliberate Dogecoin price manipulation—a case highlighting the regulatory perils of influencer-driven market

A supply shock is one of the most powerful yet often overlooked forces shaping cryptocurrency valuations, referring to a sudden reduction in the available circulating supply of an asset. From Bitcoin's programmed "halving" to Ethereum's "burn" mechanism, and now the depletion of exchange reserves due to massive institutional accumulation via ETFs, supply shocks are evolving from a preset script to a real-time market dynamic.

Blind Prophet Baba Vanga's 2026 predictions become the focus. She forecasts that earthquakes, volcanoes, and extreme weather will affect 8% of the world's land; AI replacing human-dominated industries will trigger unemployment; large-scale conflicts will spread across continents, and World War III may erupt in spring; financial crises including currency collapses and soaring inflation; and in November, humans will make first contact with extraterrestrial civilizations.

The five major institutions in the crypto industry reach a consensus for 2026: the speculation cycle ends, and structural maturity takes the lead. The largest compliant crypto exchange in the US raises the "death of the cycle," Delphi is optimistic about AI-driven finance, Messari bets on privacy coin ZEC, a16z predicts KYA will replace KYC, and Four Pillars focuses on regulation fostering super apps.

Slow Mist Technology's annual report shows that although blockchain security incidents in 2025 decreased from 410 to 200, the total loss amount surged by 46% to $2.935 billion. CEX hacks accounted for $1.46 billion, leading the list, while AI deepfake technology has tricked KYC systems, becoming a new threat. North Korea's Lazarus Group stole $1.645 billion in the first nine months. Cambodia's Huion Group was sanctioned by the US for assisting in money laundering.

The Federal Reserve's reverse repurchase mechanism has decreased from over $2 trillion to nearly zero, eliminating the liquidity safety net that Bitcoin was hiding behind. Although global liquidity reached a new high of $187.3 trillion, it has fallen back by $1.8 trillion since November. U.S. net liquidity stabilized in the fourth quarter, and Bitcoin lost its mechanical boost. The trend in 2026 will depend on interest rate cuts, the dollar, and Chinese policies.

Since the beginning of November, gold has risen 9%, US stocks have increased 1%, but Bitcoin has fallen 20% to $88,000. Santiment pointed out that cryptocurrencies are expected to catch up by 2026. Long-term holders have stopped selling, active addresses increased by 5.51% but trading volume decreased by 30%. The former BitForex CEO stated that funds have shifted from gold to cryptocurrencies, and the market is in the "end of cycle positioning."

Bitcoin retreated all gains within 12 hours after breaking through $90,000 on December 29. Similar V-shaped reversals have occurred 30 times in December. Traders accuse Binance and Wintermute of manipulation, with CVD data showing aggressive buying pushed prices up followed by aggressive selling reversal. On-chain data indicates 87 BTC transferred from Binance to Wintermute, with a total liquidation amount reaching tens of millions of dollars.

U.S.-listed company Bitmine Immersion Technologies is rapidly increasing its Ethereum holdings, with its latest position surpassing 4.07 million ETH, valued at approximately $12.09 billion, accounting for 3.36% of the total circulating supply of Ethereum. The company's "5% Alchemy" strategic goal is clear: to control 5% of the global Ethereum supply by the end of 2026 and to conduct large-scale staking through its upcoming "Made in America Validator Network" MAVAN, with an expected annual yield of over $374 million. This aggressive move has propelled it to the top of the strategic Ethereum reserve list, not only reshaping the landscape of institutional holdings in Ethereum but also sparking widespread discussions about network centralization and the rise of new crypto capital giants.

The last trading day of 2025 concluded with a divergence in global markets: gold achieved its best performance since 1979 with nearly a 30% annual increase, silver surged by 147%, while Bitcoin may record its first annual decline in three years, hovering below the $90,000 mark. This rare divergence completely breaks the traditional narrative that “digital gold” and conventional safe-haven assets move in tandem.
This article will deeply analyze the macro and structural roots behind the divergence of these three major assets, examine gold’s role as a “safe haven,” silver’s characteristic as a “leveraged gold,” and the unique challenges faced by Bitcoin in liquidity, regulation, and market structure. Based on this, it will forecast key trends in the cryptocurrency and precious metals markets for 2026.

Trump Mobile delays the $499 gold-colored phone "T1" originally scheduled for delivery by the end of the year. The company promised in June to manufacture in the United States to compete with Apple and Samsung, but supply chain analysts question its feasibility. Ironically, Trump is demanding Apple to produce in the U.S. and threatening a 25% tariff, yet his own company is unable to fulfill its promise.

In the tumultuous 2025 crypto market, Pi Network presents a unique landscape: significant progress has been made in its underlying ecosystem development and community growth, especially with KYC verified users surpassing 19 million and a stable liquidity test involving the unlocking of 8.7 million PI tokens.
However, in stark contrast, the market price of the PI token remains sluggish, trading within a narrow range around $0.2 and oscillating independently of Bitcoin, which fluctuates between $85,000 and $90,000. This divergence between fundamentals and price performance reveals the core challenge faced by the project during its transition from a closed testnet to an open mainnet: the cognitive gap between "utility value" and "speculative value." This article will delve into Pi Network's key developments over the past year, analyze its current technical dilemma, and explore potential pathways that could break the deadlock in 2026.

Legendary trader Arthur Hayes sold 1,871 ETH (5.53 million USD) within two weeks, reallocating to DeFi tokens such as PENDLE, LDO, ENA, and ETHFI. PENDLE accounts for 48.9% of his portfolio. Hayes believes that the crypto market liquidity has bottomed out in November, and improved fiat liquidity will benefit DeFi tokens beyond ETH.

Pi Network rose nearly 1% on Wednesday, continuing its rebound momentum. Santiment data shows social media influence increased to 0.086%, and retail investor expectations are warming. On the technical side, PI held the $0.20 support level to form a morning star pattern, with a target of the 50-day EMA at $0.2191. Although the daily trading volume decreased from 38.65 million coins to 8.58 million coins, the rising MACD histogram indicates strengthening bullish momentum.

Opposition leader Bobi Wine in Uganda warns that authorities may shut down the internet again during the January 15, 2026 elections, urging supporters to download the decentralized app Bitchat. The app, launched by Jack Dorsey, uses Bluetooth Mesh technology to enable offline encrypted messaging. Google data shows a surge in searches for "Bitchat." At the same time, the government plans to restrict the import of Starlink devices.

As 2026 approaches, the Bitcoin market is facing a clear macro risk: the tariff agenda of U.S. President Donald Trump. Looking back at 2025, the cryptocurrency market has experienced profound impacts from tariff headlines on prices, with effects comparable to ETF capital flows. This article delves into the five major tariff risks looming over 2026, including a 100% tariff cliff against China, global baseline tariff hikes, retaliatory digital service taxes targeting Europe, drug tariffs potentially as high as 200%, and expanded secondary tariffs based on sanctions trade.
Each measure could rapidly reverse market liquidity and risk sentiment, bringing significant uncertainty to Bitcoin's trajectory. Historical data shows that tariff escalations in 2025 repeatedly triggered widespread sell-offs, with single-day liquidation amounts reaching as high as $19 billion, and the market has yet to fully recover. Investors should closely monitor these policy developments to prepare for potential market storms.

Recently, wallets associated with the political concept coin TRUMP Coin transferred approximately $94 million USDC to mainstream CEXs within 3 weeks, sparking widespread market speculation that the project is "dead."
On-chain analysts pointed out that this cash-out used a sophisticated method similar to the previous liquidation of MELANIA tokens, by providing liquidity unilaterally and selling in segments, directly converting tokens into stablecoins. Although the project team is still attempting to revive the ecosystem through releases like themed mobile games, the suspected large-scale withdrawal of funds by the core team has undoubtedly sentenced TRUMP Coin, which has already lost over 90% of its valuation, to "death." This incident also once again exposed the fragility of political meme coins that lack real utility support when faced with internal selling pressure.

Since its launch in November 2025, the US spot XRP ETF has accumulated a net inflow of $1.14 billion, but the XRP price has plummeted from a peak of $3.50 in October to the current $1.85, a decline of 47%. This paradox of "capital inflow and price decline" has caused market confusion. On-chain data reveals the truth: a surge in exchange deposits indicates retail selling pressure, offsetting the supply absorption driven by the ETF.

A carefully crafted phishing scam is sweeping through the Pi Network community, resulting in the theft of over 4,400,000 Pi coins. The scam does not exploit technical vulnerabilities but maliciously abuses the built-in "payment request" feature of the network, combined with the transparency of blockchain data to conduct precise social engineering attacks on users.
Under the pressure of continuous community losses, the Pi Core Team has recently urgently suspended the "Send Payment Request" feature. This incident, on an astonishing scale, reveals a common industry dilemma: under the characteristics of blockchain "code is law" and irreversible transactions, how a normally functioning protocol feature can become an efficient tool for scammers, and the real risks faced by novice users when entering the on-chain world.

Prince Group former HR manager applies for fund unfreezing, unexpectedly revealing details of Chen Zhi's related companies' assets in Singapore. CAD rejects the application and prepares to seize more assets, including a 3.7 million SGD check and a 200,000 USD bond. Court documents disclose that four companies hold 8 accounts with Revolut and Malayan Banking, with a total balance of over 4 million SGD. The United States has seized 130,000 Bitcoins valued at 15 billion USD, and the UK has confiscated 19 properties in London.