cryptexa

💫 Harvard University increased its Bitcoin investments in Q3 from $117M to $443M. The university also raised its holdings in a gold ETF from $102M to $235M. Harvard now favors Bitcoin over gold with a ratio of 2 to 1.

❌ The Polish Parliament failed to gather enough votes to overturn the veto by Karol Nawrocki on the crypto-assets law. The president blocked the bill adopting the EU’s MiCA framework. Prime Minister Donald Tusk called the law critically important for national security, as it would ensure oversight of the crypto industry and implement European standards. Without the necessary votes, Poland remains the only EU country that has not implemented MiCA.

📊 Crypto Market Prices BTC ≈$89 600 (-0.05%) ETH ≈$3 050 (+0.29%) SOL ≈$130 (-0.05%) Market cap ≈$3.1T (+0.17%) Fear & Greed Index: 22 (fear) Altseason Index: 35

🪙 Two Casascius collectible coins with 1,000 BTC each activated after more than 13 years of dormancy Two Casascius physical bitcoins with a denomination of 1,000 BTC each have been activated after remaining untouched for over 13 years. One coin was minted in October 2012, and the other in December 2011 (when BTC was priced at just $3.88). American entrepreneur Mike Caldwell began producing physical Casascius coins and bars in 2011, with denominations of 1, 10, 25, 100, and 1,000 BTC. Each item included a private key printed on paper and protected by a holographic sticker. In 2013, the initiative was banned by FinCEN. It is believed that only six Casascius Coins with a value of 1,000 BTC were ever made.

📉 Bitcoin is gradually returning to $90,000 Bitcoin is gradually returning to $90,000 after yesterday’s drop. Ether has held above $3,000. Altcoins from the top 100 are mostly in the red. 📉 Top losers: CC -16%, APT -10%, ZEC -9%. 📈 There are almost no gaining assets. The Fear and Greed Index is at 23 — extreme fear.

🪙CEO of Strategy stated that one of the reasons for creating a $1.44B reserve was to ease investor concerns about the company’s health amid the BTC price drop.

🐋 Whales and sharks bought 47,584 BTC ($4.26b) since early December Wallets holding between 10 and 10,000 BTC increased their holdings by 47,584 BTC since early December.

🚀SpaceX reduces its Bitcoin holdings by $500M in two months SpaceX’s Bitcoin reserves have fallen from $1B to $456M over the past two months. According to Arkham, the company now holds 5,012 BTC across its main tracked wallets. The most recent outflow occurred on December 5, when SpaceX emptied its “144ZP…” address, moving 1,083 BTC (worth ~$99.8M) to two new addresses through Coinbase Prime. Other major withdrawals: Nov 26: 1,163 BTC (~$105M) Oct 24: 1,215 BTC (~$133M) Oct 21: nearly 2,500 BTC (~$268M) While there were a few incoming transfers in autumn, the overall balance declined due to both withdrawals and BTC’s price drop. Bitcoin has fallen 10% in the past month and 27.5% from its all-time high reached two months ago. Despite the reduction, SpaceX remains the fourth-largest private company by BTC holdings.

JPMorgan: Strategy’s stability is the key condition for Bitcoin’s growth JPMorgan analysts say that the financial stability of Michael Saylor’s company, Strategy, is now the main factor determining Bitcoin’s price direction. According to the bank, Strategy’s influence on BTC is stronger than the impact of miner activity — the two primary pressures on the market today. Miner activity has declined due to China’s renewed crackdown and rising global electricity costs. Normally, reduced mining competition increases profitability for remaining miners, but this time Bitcoin continues trading below its production cost, forcing miners to sell newly mined coins. JPMorgan currently estimates BTC production cost at $90,000 with electricity priced at $0.05/kWh. Every additional $0.01/kWh raises mining costs by $18,000 per BTC, they note. Some miners have been forced to sell coins in recent weeks. However, JPMorgan believes miner selling has less impact on BTC’s price than Strategy’s ability to avoid selling its holdings. For now, the company’s condition is “encouraging,” making forced selling unlikely. If this continues, “markets will likely calm down.” The bank’s long-term outlook forecasts Bitcoin rising to $170,000 within the next 6–12 months.

🪙 Ethereum releases a 35-second video summarizing the Fusaka upgrade

Tron surpasses 350M addresses According to Tronscan, the number of Tron blockchain addresses has exceeded 350.4 million, with 262,000 new addresses added in the past 24 hours. Tron also leads all blockchains by active addresses — 2.97 million. Network activity is largely driven by the popularity of USDT payments. Tether’s dollar-pegged tokens on Tron have a market cap of $79B, and daily transfer volume has passed $30B. Tron’s native token TRX is ranked #8 by market cap ($26.7B). Its all-time high of $0.44 was reached exactly one year ago, on Dec 4, 2024. Today TRX trades around $0.28, 36% below the peak. Tron has not set new highs in 2025, but showed resilience in November compared to other top-10 coins. Over the past 30 days, TRX is the only top-10 crypto that didn’t drop, gaining 0.4%. Solana fell 12%, Bitcoin — 11%.

💫 BlackRock CEO Larry Fink said that certain sovereign wealth funds (specific countries and names not disclosed) that have been buying Bitcoin “bought more” when the price dropped from the $126,000 peak. These investment funds are accumulating gradually. They increased their positions to build long-term exposure when Bitcoin fell into the $80,000 range.

🦊 MetaMask integrates Polymarket prediction platform

👉🏻🚪Bitcoin left out of BlackRock’s 2026 outlook In its new “Global Outlook for 2026,” BlackRock did not mention Bitcoin or any cryptocurrencies except stablecoins. Instead, the report highlights AI technology as the key driver for markets and the global economy, partly due to geopolitical factors. This contrasts with late 2024, when BlackRock emphasized Bitcoin’s growing importance amid geopolitical tensions and concerns over U.S. debt and deficits. BlackRock calls recent improvements in stablecoin markets a modest but meaningful step toward a rapidly evolving tokenized financial system. CEO Larry Fink has been actively promoting real-world asset (RWA) tokenization, calling it the biggest shift in finance since double-entry bookkeeping. Despite rapid RWA market growth in recent years, analysts warn the metrics may be inflated, and major industry reports rarely list tokenization among top future trends. Coinbase Ventures, for example, suggests focusing on derivative products instead of direct asset tokenization. BlackRock remains the world’s largest asset manager and the issuer of the biggest Bitcoin ETF, with over $72B in assets as of December 2025.

❄️ Strategy prepares for a potential “crypto winter” Michael Saylor’s Strategy appears to be getting ready for a bear market, according to CryptoQuant analysts. The company has created a $1.4B USD reserve to cover debts over the next two years, with plans to expand it. Analysts say this 24-month cash buffer suggests Strategy expects Bitcoin to trade sideways or decline for an extended period. This shift may have major implications for the BTC market: fewer BTC purchases weaken a key demand driver from previous bull cycles, but the USD reserve also reduces the risk of forced BTC selling, supporting long-term market stability.

🔹 Ethereum-Accumulating Companies Added 370K ETH in November — Down 81% From August According to Bitwise, companies accumulating ETH as part of their corporate reserves added 370K ETH (≈ $1.1B) in November — an 81% drop compared to the August peak of 1.97M ETH (≈ $6B). Since spring, dozens of such crypto-accumulating companies have emerged, focusing on different assets. Many of them now trade below the value of the crypto on their balance sheets, making their shares unattractive to investors. By autumn, the stock prices of most of these companies had fallen several-fold from their spring 2025 highs. As a result, several firms initiated buybacks, and at least seven companies have already begun repurchasing their shares — in some cases selling part of their crypto reserves to fund the programs.

🔶 BNB Chain Launches Its Own Prediction Market Platform predict.fun A new prediction market platform, predict.fun, has launched on BNB Chain. The project was founded by a former Binance employee and is supported by CZ’s family office, YZiLabs.

🇹🇼 Taiwan to Allow the Issuance of Stablecoins Taiwan is preparing new crypto regulations that will allow the issuance of stablecoins for the first time. According to FSC Chairperson Peng Jin-long, the country’s first stablecoin may be launched in the second half of 2026. The “Virtual Asset Service Act” has already reached broad consensus within the Cabinet, and once passed, it will take around six months to come into force. The bill is based on the EU’s MiCA framework and does not require stablecoins to be issued exclusively by banks. However, to reduce risks, only financial institutions will be allowed to issue asset-backed tokens during the initial phase.

🔶 Binance Announces Launch of Binance Junior App for Kids Binance has launched Binance Junior — a crypto app designed for kids and teens aged 6–17, fully controlled by parents. To open a junior account, parents must already be Binance users, complete KYC, and enable two-factor authentication.

📉 Recently Pumped ZEC Has Already Fallen More Than 50% From Its High