The Etherdorf Foundation plans to implement 128-bit safety standards next year; CoinJar announces a U.S. market expansion plan; Vitalik says that predicting the market is an “a cure” for social media
Photo by ChainCatcher
Important information:
- Tom Lee's response contradicts Fundstrat's vision: short-term defense and long-term growth can coexist
- Federal Reserve Hammark: November inflation data or distorted, with potentially higher neutral interest rates
- Vitalik: Forecasting the market as an “alternative” for social media provides a more rational and responsible pool of public opinion
- ETA Foundation: The emphasis on ecological development has shifted to safety, with 128-bit safety standards to be implemented next year
- Michael Saylor re-publishing bitcoin tracker information, or implying another BTC increase
- CoinJar announces American expansion
What's important about the past 24 hours
CoinJar announces American expansion
ChainCatcher, according to CrowdfundInsider, CoinJar, the Australian-owned encrypted currency exchange, announced that it had entered the United States market after it had operated in Australia, the United Kingdom and Ireland, which meant that CoinJar would operate within the United States federal and state regulatory framework。
As part of the United States expansion plan, CoinJar will launch CoinJar AI, an assistant to its encrypted currency trading platform, which "helps users query portfolio information and market dynamics"。
CoinJar is reported to be one of a few “one of the exchanges that places artificially intelligent investment portfolios and market instruments in their platforms and thus enters the United States market”. In addition to operating locally in Australia, CoinJar had previously obtained Irish and British licences, with investments from DCG, Boost VC and Blackbird Ventures。
Michael Saylor re-publishing bitcoin tracker information, or implying another BTC increase
ChainCatcher News, Strategy founder Michael Saylor re-published bitcoin tracker information。
According to the previous rule, Strategy always discloses additional bitcoin information the day after the relevant news is published。
Hasset Trump sought a data-dependent candidate for the United States Federal Reserve Chair
ChainCatcher News, according to Kim XiaoHassette, Director of the United States White House National Economic Commission, stated that the current three-month average of core inflation rates was 1.6 per cent; Trump sought data-dependent candidates from the Fed Chair candidate。
ChainCatcher, according to CryptoSlate, has recently made it clear to developers that the emphasis on ecological development will shift from “purchasing speed” to “ensuring safety” and that full implementation of the 128-bit safety standard is planned for 2026。
The Foundation believes that while zkEVM has made significant progress in performance over the past year, some of the programmes rely on unverified mathematical assumptions and there is a theoretical risk that chain states will be forged, so that the next phase is more important to enhance formalization, resistance and basic password security。
As planned by the Foundation, in the future, the security review and assessment tool will be provided, zkEVM will be required to reach a minimum of 128-bit security intensity by 2026, which is the level currently recognized in mainstream passwords. While the new standards may slow down the pace of some expansion projects, the Foundation emphasizes that resistance and credibility are important prerequisites for attracting institutional and high-value applications in the long run, with a view to stabilizing security before improving performance。
ChainCatcher newsAccording to the Financial Affairs magazine, the President of China's University of Foreign Economics and Trade, Zhao Zhong Su, and others, have written about the formation of a globally stable currency regulation that could be piloted in the free-trade zone as a “China programme”, which suggests that China should not miss this historic opportunity, while stabilizing currency legislation becomes a reality in many major jurisdictions around the world。
In order to prudently carry out currency stabilization-related operations and regulation in the interior of China, it is proposed to open the pilot from the FTA (hereinafter referred to as the FTA) area, such as the Shenzhen Pre-Sea Free Trade Zone and the Hainan Free Trade Port adjacent to the Hong Kong SAR. Specific proposals for piloting in the FTA include the establishment of a “cross-border financial science and technology laboratory”, the establishment of a stable “white list” system, the establishment of an offshore currency stabilization innovation pilot, the promotion of digital trade and intellectual property financing, and the strengthening of block-chain infrastructure。
ChainCatcher, in a message from Farcaster, the co-founder of Taifeng, Vitalik Buterin, said that predicting markets is a good remedy for the crazy views on emotional topics, using two examples: Mask's earlier post called the British Civil War “Inevitability”, while predicting the market, “Is Britain going to have a Civil War in 2024?” There is only a 3% probability in the market (Vitalik considers that 3% is still too high because some bets are high)。
Vitalik claims that many users in social media have exaggerated that “something is bound to happen” in order to create panic or draw attention, but are not responsible for it; while the forecast market has a stake in real money and silver, it tends to reflect real probability and to counter these “crazy views”。
Vitalik then elaborates on the overall view of the forecast market: the forecast is more “real” than social media (no responsibility for panic) and mainstream media (the title party). Truth is rewarded with real rewards and lies with strong economic penalties. Polymarket finds that the probability of finding out after the discovery of exaggerated news is extremely low, it can be calm, and conversely, it can avoid false hope. The projection of markets as “a cure” for social media can provide a more rational and responsible way of bringing together public opinion。
ChainCatcher, in response to the incident of Tom Lee and his foundation Fundstrat analyst (Tom Lee looking too much, Fundstrat looking too much), Fundstrat client Cassian wrote that the argument was interpreted in an unfair and misleading manner. Tom Lee relayed and replied, "Good speech."。
According to Cassian, this interpretation is taken out of context and the reality is that there are different teams, different cycles and different lines of responsibility。
According to Cassian, there is a clear division of labour among the three core figures at Fundstrat: Tom Lee, who is responsible for the macro and liquidity framework, is the person with the most public voice, looking at encrypted assets on a long-term basis; Sean Farrell, who is the head of the digital asset strategy, is responsible for specific Crypto combinations and position adjustments, shifting about 50 per cent of the portfolio to cash/stabilized currency, rather than long-term viewing; and Mark Newton, who, from a technical perspective, believes that the return in October has undermined the previous upward trend, with a projected backlash and subsequent shock recovery, will continue to increase at the end of the year. There is a high degree of consistency in the judgement of the three on macro-risks: the overall environment will be very unstable in the first half of 2026, with the difference being that Sean is in charge of short-term defence, Mark is looking at technical structural repairs, and tom maintains a structural multiplicity from longer cycles and liquidity levels。
According to Cassian, he owns a large number of Bitmine shares, which he would not sell even if the prices were withdrawn by 70 per cent, because the risk of “trip-up” is greater than the benefit of “tip-downing”. He emphasized that it was crucial to understand who was talking, what responsibilities were, how long the cycle was, and that once these were put together, the expression "Fundstrat contradicts himself" was not self-defeating。
ChainCatcher News, Sean Farrell, Manager of Fundstrat Encrypted Currency Strategy, in response to platform X's response to a “disagreement between his market views and Tom Lee's views”, said that the more cautious first half of the year reflected risk management, rather than being completely empty. Current market pricing is almost perfect, but risks remain, including government standstills, trade fluctuations, uncertainty about artificially intelligent capital spending, and the replacement of the Fed ' s Chairman, while high-yielding debt spreads and low cross-asset volatility remain。
Recent financial flows have also been fragmented. Bitcoin is currently in the “no-man's zone” of valuation. In the long run, the demand for ETFs should improve as large coupons join, but in the near future they are still under pressure from original currency holders to sell, mine pressure, the possible removal of MSCI from MTR, and the recovery of funds. Fundstrat has multiple analysts, each with an independent research framework and different investment time dimensions, designed to meet the investment objectives of different clients。
My research is mainly oriented towards a relatively high portfolio of encrypted assets and a relatively more active market-based operational strategy. Tom Lee's research is mainly for large financial management institutions and investors who allocate 1% to 5% of assets to BTC and ETH. Such strategies require a high degree of self-regulation and a long-term perspective to capture structural (long-term) trends in order to achieve excess gains in time dimensions。
And my goal is to help users and subscribers with a relatively high distribution of encrypted assets (about 20 per cent and above), by actively rebalancing and continuously winning the market over different cycles. The current baseline judgement: there may be a rebound at the beginning of the year, followed by a return in the first half of the year, providing a more attractive opportunity for the end-of-year layout. If I'm wrong, I'd rather wait to confirm the signal。
For investors interested in this outlook, I still expect Bitcoin and Ethera to challenge new historical heights by the end of the year, thus ending the traditional four-year cycle with a shorter and smaller bear market。
ChainCatcher reports that, according to Kim X, Federal Reserve Hammark stated that the November inflation data were positive and that the 12-month price increase had been underestimated, possibly due to distortions in data collection caused by the Government's suspension. Although the Bureau of Labor Statistics reported an increase of 2.7 per cent in November over the same period, the adjusted estimates were close to 2.9 per cent or 3 per cent. Hammark believes that the level of neutral interest rates may be higher than generally expected and that the economy is expected to maintain steady growth in the coming year。
ChainCatcher, in response to the community's popular attack on 50 million USDT fishing, F2Pool @satofishi tweets, "Last year, I suspected my private key was leaked. To make sure the address was actually stolen, I transferred 500 bitcoins to that address. And I'm surprised that the hackers took only 490 bitcoins, and left me 10 bitcoins, enough for my livelihood."
ChainCatcher Message, Chief Information Security Officer for Slow Mist Technologies, 23pds, relaying community user tweets on platform X, shows that a Polymarket and single-trading robot developer hides a malicious code in GitHub code, that the startup program automatically reads the user's “.env” file (which contains a wallet private key) and then sends the private key to the hacker server and steals the private key, leading to the theft of funds, and that the author of the program has repeatedly modified and submitted the code on GitHub many times, intentionally hiding the malicious package。
according to 23pds, this approach requires vigilance, “not the first, nor the last”。
ChainCatcher newsIn the daily journal of Technology, entitled " The use of the digital renminbi to speed up the use of these fraud traps to be vigilant " , Liu Xiaochun, Director of the Shanghai Financial Digital Research Centre, revealed that there are outlaws who, through channels such as instant communication tools, disseminate information about the purchase of the digital renminbi wallet in a lucrative way, thereby using the acquired digital renminbi wallet to carry out criminal activities such as telecommunications fraud, money-laundering, etc., as well as those who design false activity pages to extract personal information and steal funds。
According to the Deputy Director of the Shanghai Financial and Development Laboratory, the core of the prevention of the digital renminbi fraud is to recognize its ordinary nature as a legal currency, to put an end to all greed for money and to protect wallet passwords and authentication codes like physical cash。
Meme Hot List
According to Meme Currency Tracking and Analysis PlatformGMGNAs of December 22, 0900
In the past 24h ETH top five in order: SHIB, LINK, PEPE, UNI, ONDO
In the past 24h Solana the top five hot coins were: TRUMP, PENGU, Fartcoin, FO, ME
Former 24h Base top five in order: PEPE, MINKY, BASED, NATO, SKYA
What are the good articles worth reading in the past 24 hours
Brief description of the history of the block chain wallet and the market pattern 2025
how to evaluate 25 years and see the future? this year, according to the writer, is the silent year of the wallet and the year of transformation, and he does not have much of a voice, but does great things with his head. in today's multi-chain environment, a mere good tool is no longer able to feed a large wallet team (and the accompanying basic set-up), and he is bound to need value-added services to supply oxygen, which coincides with the year of application, the rebirth of perps track, rwa (share direction), predicting markets, and matching payments。
Why did DeFi users reject fixed interest rates
The failure of fixed interest-rate lending in encryption was not simply due to the rejection of it by DeFi users。Another reason for its failure was that the DeFi Agreement had used currency market assumptions in the design of credit products and then deployed them to a liquidity-oriented ecosystem; the mismatch between user assumptions and actual capital behaviour kept fixed-interest-rate lending in small markets。
