山寨币风向标 #33

‘Team isn’t shorting HYPE’ – Hyperliquid Labs clarifies insider trading claims

ambcrypto52m ago

Will Solana Flip Ethereum? Revenue Numbers Show Disturbing Trend

Solana is on track to surpass Ethereum in annual revenue for the first time, with $1.4 billion year-to-date compared to Ethereum's $522 million. This represents a significant shift, as Ethereum's revenue has declined by around 90% over five years, while Solana's has surged by approximately 5,000%. Key contributors to Solana's growth include dApps like Pump.fun, Jupiter, and Phantom, along with user base fees. Solana co-founder Anatoly Yakovenko emphasized the importance of providing a superior execution layer for decentralized applications. Despite a recent drop in meme coin trading activity, which previously drove user engagement, analysts suggest growing stablecoin usage and tokenized equities—such as those from Galaxy Digital and Visa's planned USDC settlements—may sustain Solana's momentum. Critics point to reduced monthly traders, but proponents believe new user bases will emerge.

bitcoinist52m ago

David Sacks calls CFTC, SEC picks a crypto regulation ‘dream team‘

David Sacks, the US President's AI and crypto czar, has called the appointments of Michael Selig as CFTC Chair and Paul Atkins as SEC Chair a "dream team" for crypto regulation. This follows Selig's confirmation and his statement that Congress is preparing to complete a crypto market structure bill, which aims to cement the U.S. as the "Crypto Capital of the World." The bill, known as the Responsible Financial Innovation Act, is currently on hold during the holiday break but is expected to be marked up by the Senate Banking Committee in early January. The legislation is anticipated to grant the CFTC more authority over digital assets, a shift from the SEC's previous dominant role.

cointelegraph1h ago

IBIT drew $25B yet fell 9.5% – Bitcoin ETF slowdown explained!

Despite attracting substantial capital inflows of $25.4 billion in 2025, the iShares Bitcoin Trust (IBIT) recorded a 9.59% year-to-date drawdown, making it the only ETF on the Flow Leaderboard with negative returns. This underperformance occurred amid a broader slowdown in Bitcoin ETF flows, with total net assets dropping $36 billion from their peak to $114 billion. The decline reflects reduced institutional risk appetite and capital outflows during Bitcoin's extended weakness in Q4. However, the significant inflows during a challenging period suggest persistent investor conviction in Bitcoin rather than structural demand erosion. A recovery in institutional demand could restore ETF performance once market conditions stabilize.

ambcrypto1h ago

XRP ETFs Attract Global Pension Funds And Insurers, Canary CEO Reveals

Canary Capital CEO Steven McClurg reports that XRP ETFs are attracting significant institutional interest, including from global pension funds and insurance companies, alongside retail investors. He notes that while retail adoption surged in the initial weeks, institutional and fast-moving capital now represents about 70% of flows. McClurg attributes the success to XRP's role as understandable financial infrastructure and the cost efficiency of the ETF structure, which reduces trading fees and complexity compared to direct crypto exchanges. He also highlights the importance of the basis trade in driving demand, emphasizing that the XRP ETF has not experienced a single day of outflows since launch, even during market downturns.

bitcoinist1h ago