Written by: ZHIXIONG PAN
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In the second decade of blockchain technology development, the industry is facing a fundamental philosophical and technical paradox: while Ethereum has successfully established a trustless value settlement layer as a "world computer", its radical transparency is evolving into an obstacle to large-scale adoption. Currently, every interaction, asset allocation, salary flow, and even social relationships of on-chain users are exposed in a permanently immutable public panoramic prison. This "glass house" living state not only infringes on personal sovereignty but also rejects the vast majority of institutional capital due to the lack of protection for trade secrets.

Wu learned that Grayscale released the "2026 Digital Asset Outlook" stating that 2026 will be a year of accelerated "institutional era" in crypto, driven by two core factors: the rising macro demand for store of value and significant regulatory improvements. The report predicts that Bitcoin is expected to reach new highs in 2026, with the U.S. likely advancing bipartisan-supported market structure legislation in 2026, promoting the deep integration of stablecoins, RWA, on-chain securities, and traditional finance; at the same time, asset tokenization may reach a turning point, with the potential for 1000 times growth by 2030. Grayscale pointed out that stablecoins, DeFi, on-chain income, and sustainable cash flow will become the core indicators of institutional focus, and structural differentiation in the industry will further intensify.

Fundstrat co-founder Tom Lee responds to Bitcoin forecast controversies, stating that conflicting predictions stem from research conclusions based on different roles and cycles, with no internal disagreements. He analyzes Sean Farrell's conservative forecast in comparison to his own view of Bitcoin's appreciation, emphasizing the diversity of analytical perspectives.

Interview: Kaori @0x35\_kaori Beating
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How was your 2025? As the founder of Infini, Christian, born after 2000, straightforwardly hopes it will pass quickly.
For a fintech startup that has been established for only a year, whether it experienced a trust crisis caused by a theft or chose to transform by personally dismantling old solutions, these are not minor setbacks that can be easily brushed off.
Rewinding three years back, in 2022, Christian was still

Author | Wu Talks Blockchain
Top 10 News This Week
1. US November CPI Significantly Below Expectations link
US November overall and core CPI significantly below expectations and previous values, with an overall YoY of 2.74%, consensus expectation 3.06%, previous 3.01%; core YoY 2.63%, consensus expectation 3.03%, previous 3.02%.
White House economic advisor Kevin Hassett welcomed the latest Consumer Price Index (CPI) report released on Thursday. He stated, “I'm not saying we've declared victory on inflation, but this CPI report is surprisingly good. Wage growth has outpaced price increases, American taxpayers will receive substantial tax refunds next year, and the government will help drive down mortgage rates. The Federal Reserve has plenty of room to cut interest rates.”
2. Bank of Japan as

A 23-year-old Brooklyn man, Ronald Spektor, has been charged with phishing scams through impersonating Coinbase customer service, resulting in the theft of $16 million worth of crypto assets. Prosecutors have charged him with 31 counts, including grand theft and first-degree money laundering, and the case has been under investigation for a year.

Coinbase Institutional's "2026 Crypto Market Outlook" report analyzes the macro environment and technological trends of the crypto market, suggesting that the market environment in 2026 is similar to 1996. The report emphasizes the shift in institutional participation, the rising demand for privacy technologies, and the importance of AI integration with crypto.

1. Federal Reserve John Williams: Current data is not yet sufficient to confirm a continued decline in inflation; we need to wait for December data
Federal Reserve Chair John Williams stated that we need to wait for December data to more accurately assess inflation trends. The current data is not yet sufficient to confirm a sustained decline in inflation. November CPI data may have been underestimated due to technical factors, partly because data collection was disrupted in the first half of October and November, leading to distortions in some components, which may have suppressed the CPI by about 0.1 percentage points. The November CPI year-over-year is 2.7%, below the market expectation of 3.1%.
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2. JPMorgan: Stablecoin market cap to reach $500 billion to $600 billion by 2028; payment expansion unlikely to drive scale
JPMorgan

Wu says that, according to Tokenomist, in the next 7 days, large single unlocks (unlock amount greater than 50 million USD) will include ZRO ARB SEI ZK LISTA ID, etc.; linear large unlocks in the next 7 days (daily unlock amount greater than 1 million USD) will include RAIN SOL TRUMP WLD DOGE ASTER AVAX.

Cybersecurity nonprofit organization SEAL warns that hackers are exploiting security vulnerabilities in the React framework to implant cryptocurrency wallet wiping programs, with an increase in attack activities. After white-hat hackers discovered this vulnerability, SEAL advised users to be cautious when signing authorization.

Compiled by: GaryMa Wu on Blockchain
Summary
Wu Says this week’s macro indicators and analysis: Last week, the Federal Reserve cut interest rates by 25 bps as expected and announced the restart of RMP, with three dissenting votes; this week’s focus is on the US November non-farm payroll report and CPI data, as well as interest rate decisions from the Bank of Japan, European Central Bank, and Bank of England.
Review of last week
The Federal Reserve announced the upper limit for interest rates at 3.75%, in line with expectations of 3.75%, down from the previous 4.00%, a 25 basis point decrease. Wall Street Journal reporter Nick Timiraos stated that there were three dissenting votes at this meeting: Goolsbee and Schmid opposed the rate cut, while Miran advocated for a 50 basis point cut. The latest SEP shows that out of 19 officials, 6 do not support a rate cut, 2026

Author: Archetype
Translation: Deep潮 TechFlow
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The era of building dedicated application chains has finally arrived
Author: Aadharsh Pannirselvam
In simple terms: Blockchain designed, built, and optimized for applications will bring disruptive changes. The most outstanding application chains next year will revolve around core components and fundamental principles, intentionally assembled with care.
Recently, developers, users, institutions, and capital rushing onto the chain are different from the past: they pay more attention to specific cultures (i.e., the definition of user experience) rather than pursuing abstract ideals like decentralization.