BitPush Daily News Digest: Strategy Increases Bitcoin Holdings by 10,624, Total Reaches 660,624; BitMine Adds 138,452 ETH Last Week, Tom Lee Bullish on Ethereum; US CFTC Approves Ethereum, Bitcoin, and USDC as Collateral in Derivatives Market

比推Pubblicato 2025-12-09Pubblicato ultima volta 2025-12-09

Introduzione

Bitpush Daily News Digest: Strategy has purchased an additional 10,624 BTC for approximately $962.7 million, bringing its total holdings to 660,624 BTC with an average cost of $74,696 per coin. BitMine announced it increased its ETH holdings by 138,452 tokens last week. The company now holds a total of $13.2 billion in assets, including 3,864,951 ETH, 193 BTC, equity in Eightco Holdings, and $1 billion in cash. Fundstrat Chairman Tom Lee expressed strong confidence in ETH's price performance in the coming months, citing the recent Fusaka upgrade and key Federal Reserve actions, including the end of quantitative tightening and an expected rate cut. The U.S. CFTC has approved a new pilot program allowing Bitcoin, Ethereum, and USDC to be used as collateral in derivatives markets, building on earlier efforts to expand the use of tokenized collateral. In other financial news, Morgan Stanley analysts predict a bull market for U.S. stocks in 2026, driven by broadening market leadership and improved corporate profits. Ray Dalio commented that the biggest winners in AI will be the users, not giant corporations, and advised investing in companies that leverage AI for efficiency. Former President Donald Trump announced he will issue a "single rule" executive order this week to create a unified national regulatory framework for AI, warning that a state-by-state approval process would "destroy AI in its infancy."

BitPush editor's daily selection of Web3 news:

【Strategy Increases Holdings by 10,624 Bitcoin, Total Reaches 660,624】

BitPush News: According to an official announcement, Strategy Corporation has purchased 10,624 Bitcoin for approximately $962.7 million (about $90,615 per coin). As of December 7, 2025, the company's total Bitcoin holdings have reached 660,624, with a cumulative investment of about $49.35 billion and an average holding cost of $74,696 per Bitcoin.

【BitMine Adds 138,452 ETH Last Week, Tom Lee Bullish on Ethereum in Coming Months】

BitPush News: BitMine announced today that its total holdings in cryptocurrency, cash, and potential assets have reached $13.2 billion. As of 4:00 PM Eastern Time on December 7, the company's asset composition includes:

3,864,951 ETH (Ethereum);

193 BTC (Bitcoin);

$36 million worth of equity in Eightco Holdings (NASDAQ: ORBS);

and $1 billion in total cash.

Thomas "Tom" Lee, Chairman of Fundstrat and Chairman of BitMine, stated: "Over the past week, BitMine has increased its holdings by 138,452 ETH tokens. Compared to the average weekly increase of 54,156 tokens four weeks ago (week of November 17), this represents a significant 156% growth. Our accelerated purchasing activity reflects our confidence that ETH prices will strengthen in the coming months due to multiple catalysts. The Fusaka upgrade (also known as Fulu-Osaka) was activated on December 3, bringing a series of improvements in scalability, security, and usability. The Federal Reserve is taking several key actions in December, including ending quantitative tightening and is expected to cut interest rates again on December 10. It has been over eight weeks since the liquidation shock event on October 10, which is sufficient time for crypto assets to resume trading based on future fundamentals."

【US CFTC Approves Ethereum, Bitcoin, and USDC as Collateral in Derivatives Market】

BitPush News: According to The Block, in the latest financial market move, Acting Chairman of the U.S. Commodity Futures Trading Commission (CFTC), Caroline Pham, has launched a digital asset pilot program allowing the use of specific cryptocurrencies as collateral in the derivatives market. Initially, this pilot program will be limited to Bitcoin, Ethereum (ETH), and USDC as collateral in the derivatives market.

This announcement builds on a push by the CFTC in September this year to expand the use of tokenized collateral (particularly stablecoins) in the derivatives market.

【Morgan Stanley: U.S. Stock Market Set for Bull Run in 2026】

BitPush News: Morgan Stanley analyst Michael Wilson stated that the U.S. stock market is poised for a bull run in 2026, driven by broadening market leadership, improving corporate earnings, and only a mild softening in the labor market.

He expects the consumer discretionary sector and small-cap stocks (both recently upgraded to overweight) to continue outperforming, supported by price stabilization, stronger goods demand, upward revisions to earnings expectations, and interest rate cuts.

Wilson believes the Federal Reserve remains a key driver but also notes that earnings trends for the Nasdaq 100 have improved since late October. Against a backdrop of a gradual rather than sharp weakening in the labor market, he sees a supportive environment for stocks.

【Ray Dalio: The Biggest Winners in AI Will Be Users, Not Giant Companies】

BitPush News: Ray Dalio stated that he would invest in companies that use AI to improve efficiency, rather than in expensive hyperscale data centers. He warned that high market concentration and overvaluation pose risks, making diversification crucial.

Dalio said he would remain underweight bonds, hold gold and other "alternative currencies," and invest in power infrastructure. He is also bullish on countries with high education levels, developed capital markets, and strong rule of law, citing India as an example.

【Trump: To Issue "Single Rule" Executive Order This Week to Prevent AI from Being Destroyed】

BitPush News: Trump posted, "If the United States is to maintain its leadership in AI, there must be only one set of rules. Currently, the U.S. is leading all countries in this race, but if 50 states (many of which are 'bad actors') are involved in the rule-making and approval process, this lead will not last." He emphasized that if this happens, AI would be destroyed in its infancy. He cannot expect a company to get approval from 50 states every time it wants to do something, believing this will never work. He will issue a "single rule" executive order this week.


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Original link:https://www.bitpush.news/articles/7594059

Domande pertinenti

QHow many additional Bitcoin did Strategy purchase, and what is their new total holding?

AStrategy purchased an additional 10,624 Bitcoin, bringing their total holdings to 660,624 Bitcoin.

QWhat is the new pilot program approved by the CFTC regarding digital assets?

AThe CFTC has approved a pilot program allowing Bitcoin, Ethereum, and USDC to be used as collateral in derivatives markets.

QAccording to Tom Lee, why is BitMine accelerating its purchase of Ethereum?

ATom Lee stated that BitMine is accelerating its Ethereum purchases due to confidence that the price of Ethereum will strengthen in the coming months, driven by multiple catalysts including the Fusaka upgrade and key Federal Reserve actions.

QWhat is Michael Wilson's outlook for the U.S. stock market in 2026?

AMichael Wilson from Morgan Stanley believes the U.S. stock market is poised for a bull run in 2026, expecting broader market leadership, improved corporate earnings, and a supportive environment from a gradually weakening labor market.

QWhat is Ray Dalio's investment strategy regarding Artificial Intelligence (AI)?

ARay Dalio prefers to invest in companies that use AI to improve efficiency rather than in expensive hyperscale data centers. He emphasizes diversification due to risks from high market concentration and overvaluation.

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