JPMorgan's View of 2026: Economic Divergence, Policy Divergence, Soaring AI Adoption

深潮Published on 2025-12-08Last updated on 2025-12-08

Abstract

JPMorgan Predicts 2026 Will Be Shaped by AI Super-Cycle, Divergent Monetary Policies, and Economic Structural Shifts, Supporting Global Equity Gains and a Bullish Outlook for the S&P 500 to Reach 7500.

JPMorgan predicts that 2026 will be dominated by the AI supercycle, divergent monetary policies, and structural economic divergence, supporting a global stock market rally and a bullish outlook for the S&P 500 to reach 7500 points.

Abu Dhabi Steps Up Crypto Regulation: Tether, Circle Secure Major Approvals

Tether and Circle, the issuers of the world's two largest stablecoins, have secured significant regulatory approvals in Abu Dhabi. Tether’s USDT has been recognized as an Accepted Fiat-Referenced Token (ARFT) by the Abu Dhabi Global Market (ADGM), expanding its presence to include several additional blockchains like Aptos, Celo, and TON. This allows authorized entities in ADGM to conduct regulated activities involving USDT. Separately, Circle received a Financial Services Permission (FSP) license, enabling it to operate as a Money Services Provider. These approvals reinforce Abu Dhabi’s ambition to become a global hub for compliant digital finance. The news comes amid a period of renewed growth in the stablecoin market cap after a brief decline in late 2025.

bitcoinistHace 17 min(s)

Abu Dhabi Steps Up Crypto Regulation: Tether, Circle Secure Major Approvals

bitcoinistHace 17 min(s)

Vivek Ramaswamy's Strive to raise $500M to buy Bitcoin

Strive Asset Management, co-founded by Vivek Ramaswamy, has announced a $500 million stock sales program to raise funds for purchasing Bitcoin and Bitcoin-related products. The firm, currently the 14th largest corporate holder of Bitcoin with 7,525 BTC worth approximately $694 million, intends to use the proceeds for general corporate purposes, including expanding its BTC treasury and acquiring income-generating assets. This strategy mirrors the approach pioneered by Michael Saylor’s MicroStrategy. Following the announcement, Strive’s shares (ASST) rose 3.6% to $1.02, more than doubling since the start of the year. The company also recently urged index provider MSCI to reconsider excluding Bitcoin-heavy firms from passive investment products.

cointelegraphHace 34 min(s)

Vivek Ramaswamy's Strive to raise $500M to buy Bitcoin

cointelegraphHace 34 min(s)

Stripe's stablecoin blockchain Tempo launches public testnet

Stripe and Paradigm's blockchain project Tempo has launched its public testnet, a key milestone toward its official layer-1 blockchain release. The open-source testnet allows users to run nodes and test features like dedicated payment lanes, stablecoin-native gas, a built-in decentralized exchange, and fast deterministic finality. Tempo is designed for instant settlement, low fees, and a stablecoin-native experience tailored for financial applications. Users can create stablecoins directly from their browser using Tempo’s TIP-20 token standard. The project, which raised $500 million at a $5 billion valuation three months ago, has added major design partners including Mastercard, UBS, and Klarna, which recently launched a USD-pegged stablecoin on the network.

cointelegraphHace 44 min(s)

Stripe's stablecoin blockchain Tempo launches public testnet

cointelegraphHace 44 min(s)

Bitcoin Reclaims $94,000: A New Bull Market Beginning or a Bull Trap?

Bitcoin has surged back to the $94,000 level, sparking debate over whether this marks the beginning of a new bull run or a short-term bullish trap. Despite the strong price performance, trading volume has not fully supported the upward move. Key resistance levels and the upcoming FOMC meeting have influenced market sentiment. After a brief period of consolidation, Bitcoin broke through $93,500, reestablishing a short-term bullish trend. Technical analysis indicates the formation of bullish patterns such as the "cup and handle" and "inverse head and shoulders," suggesting a potential rise to $104,000 if $96,000 is breached. However, failure to hold above $96,000 could trigger a pullback toward $88,000–$89,000 or even lower. Market liquidity presents mixed signals. The buy-sell ratio remains low, and retail participation—especially from South Korea—has cooled, though U.S. institutional demand appears stronger. On-chain data shows increased activity from large holders, indicating accumulation by "smart money." Macro factors include potential Fed rate cuts and supportive U.S. policy developments, such as proposed Bitcoin strategic reserves and stablecoin legislation. Bitcoin ETF approvals are also anticipated by mid-May, with traditional firms like Vanguard gradually opening access to crypto ETFs. Risks include overbought conditions, high leverage (with $120M in long liquidations possible below $87,000), and regulatory uncertainties outside the U.S. Investors should monitor the $96,000 level and Fed policy closely, prioritizing risk management in a volatile market driven by ETF flows, leverage cycles, and macro liquidity.

marsbitHace 47 min(s)

Bitcoin Reclaims $94,000: A New Bull Market Beginning or a Bull Trap?

marsbitHace 47 min(s)

Crypto Morning Brief: Hassett Hints at Rate Cuts, Stripe to Launch Stablecoin Payment Feature

Crypto Morning Brief: Kevin Hassett, a top contender for the next Fed chair, signaled openness to significant interest rate cuts if economic data permits. In regulatory news, SEC Chair Paul Atkins stated that most ICOs should not be classified as securities, limiting the SEC’s role to tokenized securities. Hong Kong plans to begin automatic tax data exchange for crypto transactions with partner jurisdictions starting in 2028. Stripe will launch stablecoin payments on December 12, supporting USDC on Ethereum, Base, and Polygon, with a 1.5% transaction fee. It also opened public testing for its blockchain project Tempo with new partners Kalshi and UBS. Circle introduced a privacy-focused stablecoin, USDCx, in partnership with Aleo, and received a financial services license in Abu Dhabi. In other developments, Coinbase partnered with PNC Bank to offer Bitcoin trading to private clients. A TRUMP meme token announced an upcoming mobile game. Meta is reportedly developing a new AI model named Avocado, and SpaceX is planning a potential record-breaking IPO in 2026.

深潮Hace 58 min(s)

Crypto Morning Brief: Hassett Hints at Rate Cuts, Stripe to Launch Stablecoin Payment Feature

深潮Hace 58 min(s)

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