Weekly Highlights丨MicroStrategy faces FUD, crypto treasury narrative cools; December rate cut expectations rise, BTC rebounds to $90,000

PANews Editor's Note: PANews has selected high-quality content from the week to help everyone fill in the gaps during the weekend. Click on the titles to read.

Boundless Love: List of Donations from Crypto Companies for the Hong Kong Tai Po Fire (Continuously Updated)

Macro Perspective

MSCI Delisting Sparks Short Selling Alarm, Strategy Becomes the "Pressure Valve" of the Crypto Market

MicroStrategy faces a crisis of delisting from the MSCI index, needing to choose between reducing Bitcoin holdings and losing index qualification. Morgan Stanley's research report intensifies market panic, but short selling sentiment has eased. Institutions are significantly reducing holdings, with MicroStrategy shifting from a Bitcoin exposure tool to a market hedging preference.

The Dirty Money Behind the Cuban Cigar Empire: Unveiling Chen Zhi's "Spider Web Capitalism 2.0"

Spider Web Capitalism 2.0 = Offshore Capitalism × Cryptocurrency × Southeast Asia.

Whales Betting on a December Shock? Bitcoin $200,000 Call Options Expose Market Undercurrents

ETFs have not "tamed" Bitcoin; volatility is the most attractive indicator of the asset.

How to Survive the Bitcoin Winter? Investment Strategies, Advice, and Bottom Judgments

For patient investors, Bitcoin is an excellent savings technology, while for those lacking patience or overly leveraged, it is a "wealth destruction" tool.

Federal Reserve's December Rate Cut Decision: Who Supports It? Who Opposes It?

A major reversal in the Federal Reserve's December rate cut? How many of the 12 voting members support the rate cut?

AI Boom

AI Assessment from a Quantitative Perspective: Profit Expectations Below 1 for All, How Far is AI from Replacing Traders?

PANews tested six major AI trading models: Doubao had the best win rate of 50% in a 4-hour cycle with indicators, DeepSeek had the most stable win rate, and Gemini excelled in pure candlestick analysis. However, all models had long-term profit expectations below 1, indicating that AI is more suitable as a trading assistant rather than a complete replacement for humans.

How x402 and Switchboard Co-create the "Value Artery" of the Intelligent Economy?

The x402 protocol builds the payment layer for the Agent service market, while Switchboard establishes the data service layer. If the payment layer allows money to flow, the data service layer enables trustworthy data to flow.

Exploring the Evolution of Online Payment Standards: x402 Will Create a World Without Ads

x402 reduces payment friction, allowing software to settle small bills with other software at the moment work is completed.

Seizing Opportunities

The New Battlefield of Parallel EVM: Reviewing 12 "New Forces" in the Monad Ecosystem

The high-performance public chain Monad mainnet and MON token have officially launched, promising a throughput of 10,000 TPS and attracting over 85,000 participants with an investment of $269 million. The ecosystem covers 304 protocols in DeFi, AI, prediction markets, and includes emerging projects like Mynt stablecoin and Kuru DEX, showcasing strong capital attraction and market attention.

Catching Trends in Shallow Liquidity: The Four Main Lines Coinbase Ventures Will Focus on in 2026

RWA, prediction markets, DeFi, and AI are the four sectors that will drive crypto innovation.

Quick Overview of the Ten Winning Projects at ETHGlobal Buenos Aires Hackathon

The ten winning projects cover areas such as DeFi, prediction markets, and NFTs, demonstrating innovative applications of blockchain technology in micropayments, cross-chain transactions, and privacy protection.

The Next Trend in Crypto: On-Chain Options

The infrastructure to solve poor order flow now exists, allowing liquidity providers to avoid being eaten away by arbitrageurs. The remaining challenge is how to formulate an effective go-to-market strategy (GTM) to attract quality order flow.

A Must-Read for Traders: How to Capture Short-Term Opportunities Using Bitcoin CME Gaps?

CME gaps are merely blank areas on the chart, but why are they important for traders?

Solana x402 Hackathon Concludes: Quick Overview of Five Innovative Projects

These projects are still in their early stages, but the possibilities they showcase are already exciting enough.

Web3 Matters

With a 90% Drop in Coin Prices, Leading VC Plays the Preservation Game? Berachain Urgently Clarifies

As coin prices and ecosystems remain weak, the star public chain Berachain is reported to have signed a confidentiality agreement with leading investor Nova, allowing its investment to enjoy a $25 million refund right, causing an uproar in the community. Berachain officially denied this, stating that Nova remains one of the largest holders of BERA tokens.

The Stablecoin Market Faces Changes After the Crash: A $10 Billion Migration, Funds Choose to Say Goodbye to "Leverage" and Embrace "Real Returns"

The market crash on October 11 not only broke through the price defenses of crypto assets but also ignited a "billion-dollar migration" in the stablecoin sector.

Top Ten Wealthy Individuals On-Chain: $115 Billion Satoshi Nakamoto and Those "Unlucky" Ones Who Lost Their Private Keys

Starting with Satoshi Nakamoto's massive wealth, the list includes holders from billions to millions of dollars.

Misalignment: Ethereum Bleeds, Hyperliquid Slows Down

$ETH has already exited the bull-bear cycle, but $HYPE has not yet faced a true bear market test. Sentiment is a very precious consensus, and there is little time left for $HYPE and HyperEVM to align.

HIP-3 Becomes Hyperliquid's New Engine: Leading DEX Drives Trading Volume to Surge Tenfold, Yet Ecological Challenges Remain

Behind the surge in trading volume is HIP-3, which aims to become the underlying trading foundation for future decentralized markets. However, this transformation path is much more rugged than the data suggests.

Solana's New Inflation Reduction Proposal SIMD-0411: 22.3 Million SOL Reduction Over 6 Years, Where Lies the Community Divide?

Accelerate deflation or shake the foundation?

Grayscale's Dogecoin ETF Debut Cools Off: What’s Behind It?

The cooling of GDOG stands in stark contrast to successful cases at the same time.

Korea's "First Internet Stock" Naver Acquires Upbit's Parent Company, Local Largest Crypto Exchange Aiming for NASDAQ Listing

Korea's tech and crypto industries are experiencing the largest integration to date.