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Bitcoin Pauses, Everything Else Moves
Smart money is shifting right now.
Bitcoin is catching its breath, but big players are already rotating into other high-conviction trades.
Metaplanet keeps loading up BTC, tokenized stocks just had their stablecoin moment, and gold and silver are winning the 2025 protection trade.
If you want to stay ahead next year, you need to know where institutional confidence is actually flowing.

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Market-Moving News
Capital isn't leaving crypto—it's getting smarter about where it sits. The savviest investors are doubling down on Bitcoin accumulation strategies, moving equities on-chain, and treating metals like a necessary shield for what's coming next.

BTC Treasuries
Metaplanet Buys 4,279 More Bitcoin, Targets 210,000 BTC by 2027

Metaplanet added another 4,279 Bitcoin worth about $451 million, boosting its total holdings to 35,102 BTC. That makes it the fourth-largest public company holder of Bitcoin globally.
A Big Treasury Bet With Recurring Revenue
The firm has spent roughly $3.78 billion so far, with an average purchase price of $107,607 per BTC. Its goal is to secure 210,000 BTC by the end of 2027—a bold target in a volatile market.
The company's Bitcoin income generation business is expected to produce about $55 million in revenue for 2024. It uses derivatives to generate yield without selling its long-term holdings.
Stock Reaction Still Has Room to Catch Up
Metaplanet's shares gained around 8% this year, closing at 405 yen ($2.60). Even so, they remain far below their June all-time high—down about 80%.
The company's mNAV (multiple to net asset value) sits just above 1, showing the market is valuing the firm almost entirely on its Bitcoin balance sheet.
Investors are essentially getting the operating business for a minimal premium.
Take: Metaplanet is playing a long-duration strategy that doesn't flinch at volatility, which could pay off if Bitcoin reclaims momentum in 2026.
If you believe in Bitcoin's multi-year runway, watching how these mega-accumulators position themselves could offer clues on where patience is being rewarded.

Tokenized RWAs
Tokenized Stocks Hit $1.2B Market Cap in 'Stablecoin-Moment' Breakout

Tokenized stocks have surged to a record $1.2 billion in market cap, signaling rising interest in on-chain equity exposure.
Analysts are comparing today's growth to stablecoins back in 2020 and DeFi's breakout phase.
Big Institutions Are Making Big Moves
Backed Finance helped accelerate adoption with its xStocks rollout across Ethereum, Kraken, and Bybit.
Meanwhile, Securitize is preparing compliant on-chain trading for public equities with true share ownership.
Ondo Finance is launching tokenized US stocks and ETFs on Solana next year. Coinbase wants to bring stock trading into its platform, pushing toward an "everything exchange" model.
Nasdaq's Entry Is the Loudest Signal Yet
Nasdaq has filed with regulators to offer tokenized stocks directly on its own platform. The exchange's digital asset lead says tokenization is now a high-priority growth strategy.
The pitch is simple: faster settlement, 24/7 access, and fractional investing without legacy friction. If equities trade like stablecoins, global adoption starts to look a lot more open and inclusive.
Take: Tokenized stocks are shaping up to be the first real bridge between Wall Street capital and blockchain rails.
If you want to track where mainstream adoption actually happens—not just in tweets—this might be the smartest corner of the market to watch in 2026.

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Markets
Gold and Silver Outperform Bitcoin in 2025's Debasement Trade

Gold is up nearly 70% and Silver roughly 150% this year, while Bitcoin has slipped about 6%. Investors chose metals as their go-to hedge against currency erosion in 2025.
Record Strength for Gold's Trend
Gold has stayed above its 200-day moving average for around 550 trading days. That's the second-longest stretch ever—trailing only the 2008 post-crisis run.
The rally is powered by fears of fiscal strain and fiat devaluation. Silver's explosive performance shows how aggressively traders are front-running industrial demand shifts.
Bitcoin Still Has a Bull Case with Lag
Crypto analysts say Bitcoin tends to react later in debasement cycles. They expect it to follow gold's lead into 2026—as long as macro pressure stays elevated.
Prediction markets give Bitcoin a 40% chance of being 2026's best-performing asset, ahead of gold at 33%. Traders still see Bitcoin as high-torque "sound money," just temporarily stuck in traffic.
Take: This year belonged to shiny metals, not digital scarcity, but that doesn't mean Bitcoin's store-of-value story is broken.
If gold is the opening act for debasement hedging, Bitcoin could still headline—just with a fashionably late entrance.

Coin Leaderboard


Crypto Pulse
Big players are stacking Bitcoin, equities are moving on-chain, and traders are hedging with metals—but momentum traders don't care about the macro chess match. BETA, ELIZAOS, and CXT are running because attention always hunts where the payoff feels fastest.
The institutions are building the roadmap. Speculators are already test-driving the future.
Beta Finance (BETA) 0.03542 (-49.81%)
BETA rocketed more than 500% today as traders dove into one of the wildest breakouts we've seen this month.
elizaOS (ELIZAOS) $0.006343 (+4.17%)
ELIZAOS ripped higher as hype builds around its upcoming AI16Z token swap—momentum loves a good narrative.
Covalent X Token (CXT) $0.01213 (-1.08%)
CXT bounced back fast from its recent dip, climbing another 56% as buyers look for continuation into the week.

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Future Forward
If you want to be early, you have to go where new money and new ideas collide before anyone else realizes they matter.
Crypto conferences, airdrops, and token launches are where those sparks start flying long before charts agree.
Airdrops are your invitation to show up early, test the product, and get rewarded for being a real user—not just someone watching from the sidelines.
When a team drops free tokens, they're basically telling you the story is just beginning.
Token launches are the true stress test for every big promise on a pitch deck. Launch day is when hype meets liquidity, and the market decides whether a project is a rocket or a rock.
Conferences put thousands of future billion-dollar ideas in the same room, shaking hands, swapping visions, and deciding what the next narrative will be.
If you tune into that chatter even a little bit early, you get the advantage everyone else wishes they had.
Crypto Conferences:
💎 BUIDL Europe 2026 (Jan 7, 2026)
💎 TOKYO DIGICONX 2026 (Jan 8, 2026)
💎 PEER Summit 2026 (Jan 9, 2026)
Upcoming Airdrops:
🎁 peaq (PEAQ) First Yield Payout (Dec 2025)
🎁 Wolf Game Wool (WOOL) Airdrop (Nov 14, 2025 - Jan 15, 2026)
🎁 Tradoor (TRADOOR) Airdrop (Feb 2026)
Upcoming Token Launches:
🚀 SUBBD (SUBBD) Presale (Dec 31, 2025)
🚀 Play AI (PLAI) TGE and Distribution (Q4 2025)
🚀 EarnPark (PARK) Token Sale Tier 4 (Jan 8, 2026)
Which event are you most excited for? Let us know!

Crypto Know-How: What Is BlackRock's BUIDL Fund?
BlackRock's BUIDL fund is a tokenized version of a traditional money market fund, where each token represents a share backed by short-term US Treasuries and cash.
It pays real yield on-chain, so you earn without giving up the flexibility of crypto.
Unlike stablecoins, BUIDL isn't just pegged to dollars—it actually earns income from its underlying assets.
That means your tokens are tied to something with government-backed stability and a steady payout stream.
Because BUIDL is built to work inside crypto systems, you can use the tokens as collateral, for trading, or even inside DeFi infrastructure.
Instead of your dollars just sitting still, they're helping power market activity.
If you want your stable assets to do more than stay flat, BUIDL is one of the clearest examples of TradFi yield finally arriving on-chain.
It's a glimpse into a future where holding digital dollars doesn't mean leaving returns on the table.
The smartest traders aren't waiting for headlines—they're already lining up at the doors where tomorrow's winners introduce themselves.
Stay curious, stay early, and keep going where the momentum starts… not where it ends.

Everything Else
BlackRock's BUIDL fund has now paid out $100 million in dividends and surpassed $2 billion in assets, proving that tokenized dollar yield is becoming a serious part of institutional finance.
Stablecoin-linked "U cards" are exploding in popularity across China as everyday users quietly route crypto payments through Visa and Mastercard rails.
Spot XRP ETFs in the US have now posted 29 straight days of inflows and over $1.15 billion total, showing investors are quietly accumulating XRP while BTC and ETH ETFs bleed capital.
Unleash Protocol halted operations after a governance exploit drained $3.9 million in assets, and the attacker routed the funds through Tornado Cash to hide their tracks.
An $11 billion Bitcoin whale who nailed the October crash just opened $748 million in leveraged longs on BTC, ETH, and SOL—hinting that big money might be turning bullish again.

That's our coverage for today; thanks for reading! Reply to this email with feedback or any cryptocurrencies you want me to check out.
Best Regards,
— Benjamin Vitaris
Crypto Intel


