RektRecovery

Monitoring on December 31 shows that a major holder's ETH holdings have changed, transferring in 3,000 Ethereum. Although clearing all after the transfer would result in a loss of $43,000, they still maintain a large position of 22,981 ETH, gradually easing the pressure on their holdings.

Global stock markets performed strongly at the end of the year, with the MSCI World Equity Index rising by 21% for the year, the highest in six years. Asian markets rose for the third consecutive year, driven by optimistic economic and policy expectations. However, as we enter 2026, attention should be paid to high valuations and policy divergences, requiring a cautious Federal Reserve to continue the upward trend. Historical data shows that performance at the beginning of the new year is usually better.

Recently, the crypto community has discussed that although BTC's gains are significant, retail investors have not profited. It is generally believed that the market is still in a bear cycle, requiring another 2-3 months of consolidation, and the bull market may not arrive until 2026. Traders are focusing on liquidity changes in a deflationary environment, and the market remains cautious about the prospects of the crypto market.

【Chain News】Another large-scale stablecoin operation. Tether Treasury recently minted 1 billion USDT on the TRON chain in one go, equivalent to nearly 1 billion RMB. This move was captured by on-chain monitoring tools, indicating that the supply side of stablecoins is continuously adjusting. As an important node in the DeFi ecosystem, such large-scale minting actions usually signal that market liquidity is being reallocated. For those paying attention to stablecoin flows and on-chain fund movements, this is a noteworthy data point.

【Crypto World】BlockDAG has recently undergone an important personnel adjustment. Nick Vandenberg has officially taken on the role of CEO, Jeremy Harkness has joined as CTO, and founder Gurhan Kiziloz has shifted to focus on fundraising and regulatory work.
From a technical perspective, there has been progress. Harkness revealed that the core network architecture and ASIC mining are already running in the development environment with good performance. However, staking functionality and auditing work are still in progress and have not been completed yet.
Regarding the launch schedule, the current plan is as follows: BlockDAG pre-sale will close on January 26, followed by the token generation event one week later. The official token launch is expected to take place between early February and mid-February.
It is worth noting that this blockchain has chosen a special launch mode. It adopts a partially centralized design.

Recently, the LIT airdrop has triggered the emergence of scam groups impersonating official accounts and spreading phishing links. GoPlus has issued an alert warning the public that the LIT airdrop has been completed. When checking, please visit the official website directly and do not click on unknown links to prevent asset loss.

A whale known as the "ZEC largest short" has been actively trading recently. After taking profits from some ETH short positions, it rebuilt its position. It now holds $132 million worth of ETH short positions, and has increased its short positions in ZEC and MON. The total short position has reached $163 million, making it the largest short player across multiple cryptocurrencies.

【ChainNews】Recently, the performance of XRP spot ETFs has been quite impressive. Data shows that on December 29th, Eastern Time, the single-day net inflow reached $8.44 million, and this pace is no longer slow.
The strongest performer is the Bitwise XRP ETF, which attracted $5.18 million in a single day. Its total net inflow has already accumulated to $253 million—this size ranks in the top tier among spot ETFs. Closely following is Franklin XRP ETF XRPZ, which added $3.01 million yesterday, bringing its total net inflow to $234 million.
What’s even more noteworthy is the panoramic data. The total net asset value of XRP spot ETFs has reached $1.24 billion, with the net asset ratio maintained at a reasonable level of 0.98%. From the cumulative figures since launch, the historical net inflow has surpassed $1.15 billion. This indicates that institutional investors and

The article points out that current cryptocurrencies like Bitcoin lack "wash sale rules," allowing investors to sell at a loss for tax deductions and then buy back, forming a tax optimization strategy. Although this operation is not feasible within regulated funds, before the rules change, it provides a certain advantage to direct investors, which is worth paying attention to and calculating.

【币界】刚注意到一笔大动作——Ceffu那边向一个陌生钱包转入了1.2亿枚USDT，折合人民币约1.1997亿美元。这笔转移规模不小，究竟是机构调仓、冷钱包转移还是其他策略性操作，目前还不确定。不过这类大额USDT流动向来是市场参与者关注的焦点，往往能反映出一些机构或鲸鱼的资金动向。对于想要监测链上动向的朋友来说，这类数据还是值得留意的——毕竟大额转移有时候能透露出市场参与者的真实意图。

TRON project funding heats up again, founder Justin Sun invests $18 million in the company, driving the stock price up by 2.78%, with a market capitalization of $370 million. This indicates that TRON's development momentum is strong and attracting investor attention.

【Crypto World】According to on-chain tracking data, a notable fund movement on December 29th drew attention—an experienced trading address nicknamed neoyokio.eth (0x350) deposited $2 million USDC into the HyperLiquid trading platform.
After the deposit, this whale immediately opened a Zcash short position with 2x leverage. Such operations often reflect large players' short-term market outlook.
In terms of fund size and leverage configuration, this is not a casual test but a rather strong bearish signal. HyperLiquid, as a derivatives trading platform, has attracted many institutional and experienced traders. The appearance of this transaction may have a certain impact on the subsequent ZEC trend, and market reactions are worth watching.

Recently, analysts have observed that the market sentiment index shows a generally bearish outlook, and historical data indicates that markets often move in the opposite direction after a consensus is formed. The current "index pessimism" phase may last for a longer period, and investors should stay calm and be alert to short-term emotional fluctuations.

【Crypto World】Monero's recent market performance has been good, rising 7% during Christmas and successfully breaking through the $460 threshold. The key focus now is whether it can hold the support zone of $400-$420, which is right around the 50-day moving average and has served as a defensive line for multiple rebounds in the fourth quarter of this year.
From a technical perspective, the MACD is about to form a death cross, indicating short-term downward pressure as it approaches the moving average. However, a positive sign is that the futures market shows no obvious signs of excessive leverage, suggesting that participants remain rational and the market structure is relatively healthy.
The biggest obstacle at the moment is still the negative sentiment at play. To see a genuine strong rebound, this emotional burden needs to be lifted first. If the $400-$420 support can be maintained, it might be the last good entry point for a relatively strong rally.