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歐盟的新加密貨幣法規 MiCA 即將全面生效,這引發了人們對 Tether 的 USDt 穩定幣的質疑。儘管 Coinbase 已經下架了 USDt,但歐盟的其他交易所,如幣安和 Crypto.com,仍在繼續交易它,等待監管部門的明確規定。歐盟監管機構尚未明確將 USDt 列爲不合規,但仍存在不確定性。隨着 MiCA 於 12 月 30 日全面實施,交易所面臨着對 USDt 未來的決定。過渡階段允許一定的靈活性,直到 2026 年 7 月,但前進的道路仍不明朗。
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XRP has hit the $3 mark for the first time since 2018, leading the crypto market in 2025 with a 41% surge in just 15 days. Currently, it's only 12.9% shy of its all-time high of $3.40, sparking expectations for a price discovery phase. Interestingly, XRP has surpassed Bitcoin in Google search trends, showing increased interest and a growing holder base by 58,000 this year. Analysts attribute this rally to spot investors rather than derivatives, highlighting a strong demand from spot holders. Some even speculate XRP could outpace Ethereum if current trends persist.
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**Bitcoin as a Strategic Reserve Gains Traction in US States** A wave of Bitcoin-focused legislation is sweeping across the US, with Oklahoma recently introducing the Strategic Bitcoin Reserve Act. The bill, proposed by Rep. Cody Maynard, aims to allow state pension funds to invest in Bitcoin as a hedge against inflation. Maynard highlights Bitcoin's decentralized nature as a safeguard against government monetary manipulation. Other states are following suit. Pennsylvania's proposal suggests investing up to 10% of state assets in Bitcoin, while Texas, North Dakota, and New Hampshire have introduced similar bills. This trend reflects growing institutional adoption of Bitcoin as a financial strategy.
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Solana's native token, SOL, recently experienced a rollercoaster ride, dropping 22.5% before partially recovering by 15%, yet still struggling to surpass the $200 mark. This volatility is partly due to a dip in decentralized app activity on its network. Despite this, Solana's network remains robust, with $1.5 billion in USDC minted in just 15 days, highlighting its appeal due to low fees. Meanwhile, Ethereum saw a 9% boost in on-chain volumes, driven by platforms like Curve Finance. Solana's total value locked (TVL) reflects broader market challenges, yet it stays strong as the second-largest network by deposits. Investors remain optimistic about Solana's future, with hopes pinned on a potential spot ETF approval in the U.S.
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**Crypto ETF Frenzy: VanEck Joins the Race** VanEck has filed for the "Onchain Economy" ETF with the SEC, aiming to invest in firms driving the digital transformation. This fund targets software developers, mining companies, exchanges, and more, but won't directly hold cryptocurrencies. The move comes amid a surge in crypto ETF applications, with firms like Bitwise, WisdomTree, and Grayscale also seeking SEC approval. Bitwise recently proposed a Bitcoin-focused ETF, while Grayscale aims to convert its Solana Trust into an ETF. As the regulatory landscape evolves, the race for crypto ETFs heats up.
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**Bitcoin Surges Amid Inflation News** Bitcoin is on the rise, jumping 3% after the latest US Consumer Price Index (CPI) report showed lower-than-expected core inflation for December. This has sparked hopes for potential interest rate cuts by the Federal Reserve, with futures markets estimating a 30% chance of a cut in March. Analysts suggest that cooling inflation could benefit Bitcoin, likening its behavior to gold. However, the market remains cautious, awaiting President-elect Trump's pro-crypto policy actions after his inauguration on January 20. Despite recent declines, Bitcoin's medium-term outlook appears positive, with futures up 2-3% for February through April.
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