Global Asset Rotation: Why Liquidity Drives the Cryptocurrency Cycle (Part Two)

Introduction: From Macro Theory to Practical Allocation The first part of this series focuses on building a high-level framework: stepping outside the limitations of cryptocurrency, understanding liquidity as a core driver, and anchoring asset behavior within the macroeconomic cycle. However, such frameworks often encounter practical challenges. Many investors believe that macro analysis sounds compelling, but it has little effect on actual decision-making. Interest rates, inflation, and liquidity trends seem far removed from the choices in everyday portfolios. This gap between theory and practice is the reason why most macro frameworks fail. The latter half of this series aims to...

Global Asset Rotation: Why Liquidity Drives the Cryptocurrency Cycle (Part Two)

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Pantera, Sequoia, and Samsung join forces to bet that FIN will take away the traditional banks' business?

Written by: KarenZ, Foresight News In the current global financial system, large cross-border transfers are still plagued by "slow arrival, high fees, and complicated processes." A startup named FIN is directly addressing this pain point by leveraging stablecoins, attempting to rewrite the status quo of the industry. Founded by two former Citadel employees, FIN is not just dabbling on the fringes; it is building a large payment track through stablecoin technology, dedicated to providing instant and efficient cross-border transfer experiences for businesses and high-net-worth individuals.

Pantera, Sequoia, and Samsung join forces to bet that FIN will take away the traditional banks' business?

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In 2025, these ten billionaires saw their fortunes increase by $730 billion.

By 2025, Musk's net worth skyrocketed by $333 billion to $754 billion, making him the world's richest person. The total wealth of global billionaires increased by $3.6 trillion, with American tech giants leading the wealth growth, driven by the AI boom that propelled the stock market upward.

In 2025, these ten billionaires saw their fortunes increase by $730 billion.

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AICoin Daily Report (December 28)

Tom Lee predicts that Ethereum will reach $7,000 to $9,000 by early 2026, while Michael Saylor expects global capital inflows into Bitcoin. German banking giant Sparkassen will launch Bitcoin services. JPMorgan has frozen the accounts of two stablecoin startups. The net outflow from U.S. Bitcoin spot ETFs is $589.4 million.

AICoin Daily Report (December 28)

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Price-action of dog memecoins dogecoin, shiba inu muted amid thin holiday liquidity

The market remains technical, with DOGE and SHIB\\\'s movements reflecting broader risk sentiment and liquidity conditions.

Price-action of dog memecoins dogecoin, shiba inu muted amid thin holiday liquidity

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Beginner's Special | On-chain Copy Trading from Entry to Practical Profit

Beginner's Special | On-chain Copy Trading from Entry to Practical Profit

Beginner's Special | On-chain Copy Trading from Entry to Practical Profit

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Fidelity Macro Analyst: Bitcoin Might Take a ‘Year off’ in 2026

Jurrien Timmer, Director of Global Macro at Fidelity Investments, believes that 2026 might be a gap year for bitcoin, even with the current tailwinds. Trimmer states that bitcoin might take a year off as part of its classic 4-year c...

Fidelity Macro Analyst: Bitcoin Might Take a ‘Year off’ in 2026

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Inventory of the "crash" predictions for cryptocurrency institutions in 2025

In 2025, the cryptocurrency market did not witness miracles, with Bitcoin around $87,000 and Ethereum around $2,900. Many institutions predicted figures like $200,000 for Bitcoin and $10,000 for Ethereum, but these have not materialized, reminding us that there is often a gap between market predictions and reality.

Inventory of the "crash" predictions for cryptocurrency institutions in 2025

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When cryptocurrency assets yield profits, stocks become collectibles, marking a major shift in valuation logic.

Cryptocurrency is evolving from a speculative narrative into a new form of programmable finance. Meanwhile, traditional assets are drifting in the opposite direction.

When cryptocurrency assets yield profits, stocks become collectibles, marking a major shift in valuation logic.

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Cross-chain, copy trading, flash orders... Six aggregators to help you lead in the prediction market.

Original | Odaily Planet Daily (@OdailyChina) Author | Ethan (@ethanzhang_web3) In 2025, the popularity of prediction markets will permeate the entire year, continuing to heat up. Leading platforms Polymarket and Kalshi see their valuations rise with each funding round, and trading volumes frequently break new highs, leading the industry. Along with the market explosion, the surrounding tool ecosystem is rapidly emerging. In addition to the auxiliary tools previously introduced, a low-profile yet rapidly evolving field is becoming the new focus for professional players—prediction markets...

Cross-chain, copy trading, flash orders... Six aggregators to help you lead in the prediction market.

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Blockchain Forum 2026: The world's top cryptocurrency event will land in Moscow from April 14 to 15.

From April 14 to 15, 2026, Moscow will host the Blockchain Forum 2026—this iconic event will once again connect the CIS with the global crypto market. As the largest cryptocurrency and Web3 event in the region, this forum will become the central gathering point for the crypto community, bringing together thousands of traders, investors, developers, and entrepreneurs who are shaping the future of the industry. This international forum will continue the tradition by inviting Tether, Binance, TRON, Ripple, Bybit, Animoca.

Blockchain Forum 2026: The world's top cryptocurrency event will land in Moscow from April 14 to 15.

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Global Asset Rotation: Why Liquidity Drives the Cryptocurrency Cycle (Part Two)

A practical framework that explains global and local asset pricing, capital flows, and why cryptocurrencies respond to risk appetite—not just interest rate cuts or public opinion.

Global Asset Rotation: Why Liquidity Drives the Cryptocurrency Cycle (Part Two)

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AICoin Daily Report (December 27)

BlackRock deposits over $114 million in BTC and ETH with Coinbase. U.S. crypto regulation may present a dual-track pattern by 2026. Trust Wallet suffers a hack with losses of about $7 million. Pakistani police dismantle a crypto investment fraud gang, involving $60 million.

AICoin Daily Report (December 27)

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