Federal Reserve Governor Jefferson: No Need to Hurry to Further Cut Interest Rates, Strong Economy Makes Caution Appropriate

**Coinbase’s Duong: ETFs, Stablecoins, Tokenization to Fuel Crypto Mainstream Adoption in 2026** January 1, Coinbase Investment Research Director David Duong noted that ETFs, stablecoins, tokenization, and clearer regulation will create a **stacking effect** in 2026, further accelerating mainstream crypto adoption. He pointed out 2025 milestones: spot ETFs opened a compliance gateway, corporate crypto asset treasuries emerged, and stablecoins/tokenization deepened integration into core financial processes. By 2026, accelerated ETF approvals, expanded stablecoin roles in DvP (Delivery vs. Payment), and broader tokenized collateral acceptance will **reinforce these trends**. On regulation: The U.S. clarified stablecoin rules and market structure via the GENIUS Act, while Europe advanced its MiCA framework—providing clearer **policy guardrails** for institutional entry. Duong argues this marks a key stage in crypto’s shift from a niche market to global financial infrastructure.

Jan 1, 2025 (Bloomberg) — The Bloomberg Billionaires Index shows many prominent cryptocurrency industry figures incurred heavy losses in 2025, driven by factors including the October crypto market “flash crash.” Strategy Chairman Michael Saylor saw his net worth shrink by $2.6 billion over the past 12 months, now standing at $3.8 billion. Bloomberg noted Strategy’s Bitcoin treasury strategy delivered significant returns before Bitcoin hit a new high in early October, but the subsequent price drop sent Strategy’s stock tumbling more than 50% from its peak—pushing Saylor’s net worth down nearly $6 billion from its all-time high. Gemini co-founders Cameron and Tyler Winklevoss, along with CZ, also suffered major asset losses amid the sharp October crypto market decline. Bloomberg reports CZ’s net worth has fallen by about 5% (roughly $50.9 billion) since Jan 1, 2025, while the Winklevoss brothers’ assets have shrunk by 59% over the same period. Still, global billionaires added ro

January 1st, per Auntie AI monitoring, address 0xEa6…061EE has deposited 8 million USDC as collateral into Hyperliquid over the past 5 hours. It then opened long positions on IP/XPL/STBL/MON/PUMP/GRIFFAIN/VVV/AIXBT/HEMI/MAVIA/STABLE, with individual positions ranging from $600k to $2 million, totaling $13.76 million. The positions are currently in a floating loss of $12k.

**Farside Investors Monitoring: 2025 U.S. Ethereum Spot ETFs Hit $96.863B Total Net Inflow** Farside Investors data shows the total net inflow into U.S. Ethereum spot ETFs for 2025 reached $96.863 billion. Key trends: - Inflows peaked in summer (July & August); - Most months saw positive net inflows, with notable fluctuations; - Outflows accelerated at year-end (November & December). Monthly breakdown (net inflow/outflow, in billions USD): Jan: +1.015 | Feb: +0.6 | Mar: -3.89 | Apr: +0.661 | May: +5.642 | Jun: +11.651 | Jul: +54.309 | Aug: +38.717 | Sep: +2.856 | Oct: +5.701 | Nov: -14.236 | Dec: -6.163

January 1 – Even as the crypto market pulled back at the end of 2025, U.S. investors still poured roughly $31.77 billion into crypto ETFs last year, signaling persistent institutional demand. Data shows spot Bitcoin ETFs remained the top fund recipients, with net inflows of $21.4 billion in 2025 – down from $35.2 billion in 2024. The spot Ethereum ETF had its first full trading year, pulling in $9.6 billion for the year, nearly quadrupling its 2024 inflows. Moreover, the spot Solana ETF has accumulated roughly $765 million in inflows since its late-October launch. Among issuers, BlackRock still leads the pack. Its IBIT Bitcoin ETF raked in $24.7 billion last year – roughly five times the inflows of second-place Fidelity’s FBTC, making it the top net inflow gainer across all ETFs. Excluding IBIT, the other nine Bitcoin spot ETFs posted a combined net outflow of $3.1 billion, with Grayscale’s GBTC seeing outflows of about $3.9 billion. For Ethereum ETFs, BlackRock’s ETHA still d

**Bitcoin 2025 Annual Close: First Post-Halving Yearly Drop Sparks Four-Year Cycle Debate** Bitcoin closed 2025 below its year-start price—marking the first time in history it has ended a year lower following a halving—sparking intense market debate over whether its "four-year cycle" has ended. The latest halving occurred in April 2024. Prior to that, BTC hit an all-time high of $126,000 on October 6, 2024, but has since seen a sharp pullback: it is currently down over 30% from that peak, resulting in a weak annual performance. Analysts note that after the 2012, 2016, and 2020 halvings, Bitcoin reached new highs in the subsequent year—a pattern not repeated in the current cycle. Vivek Sen, founder of Bitgrow Lab, bluntly stated the 2024 post-halving year’s price decline signals the "official death of the four-year cycle." Investor Armando Pantoja argues ETFs, institutional funds, and corporate balance sheet participation have shifted Bitcoin from retail sentiment-driven to