Shenron1226

Markets are witnessing history:
The US stock market cap-to-GDP ratio is up to a record 218%.
This comes as the stock market's value jumped to an all-time high of $68 trillion, far exceeding the ~$31 trillion size of the US economy.
This ratio has surged +56 percentage points over the last 8 months.
As a result, the metric is now ~78 percentage points above the 2000 Dot-Com Bubble peak.
Since the 2020 pandemic, the US stock market has grown twice as fast as the world’s largest economy.
Own assets or be left behind.

SOLANA IS PRINTING REVENUE THROUGH PURE VOLUME.
In the past year, #Solana pulled in over $1.5B in network revenue -- the highest of the major chains tracked -- beating both $ETH and $HYPE, COMBINED.
Solana is proving that the “low fees + high throughput” model can still produce the biggest top-line number when activity is nonstop 🔥🚀

🚨 TODAY: 🇺🇸 GRAYSCALE FILES FIRST U.S. BITTENSOR $TAO ETP
Grayscale filed the initial S-1 for Grayscale Bittensor Trust (ticker: $GTAO) with the @SECGov.

The Bittensor ETP aims to provide regulated access to decentralized AI tokens— an emerging crypto narrative.
A little about $TAO:
—Bittensor operates as an open network that utilizes crypto-economic incentives to coordinate machine learning development.
—Contributors of models and computing power are rewarded with TAO tokens.
🇩🇪 Before Grayscale's U.S. filing, Deutsche Digital Assets, a Germany-regulated provider of ETPs, announced

Silver has been on an insane bull run since 2020
Anyone who's telling you that the bull run has just started is lying to you
Silver is up 533% from the bottom

IN: 🇺🇸🇨🇳 Meta buys Chinese-founded AI agent Manus for $2 billion
- Instantly gains $100M+ revenue stream
- Rare US buy of Chinese AI tech
- Fuels Meta's push to compete with OpenAI and Google

TOM LEE BOUGHT $132 MILLION OF ETH IN THE PAST WEEK
Tom Lee’s Bitmine now holds $12.24 BILLION of ETH and $1 Billion of cash.
Bitmine holds 3.39% of ETH. In order to hit 4% at current prices, Bitmine needs to buy $2.2 BILLION more ETH.

🚨 LATEST: $APT TVL reached $1.29B

This is incredible:
~94% of the MSCI All Country World Index (ACWI) markets are now running above their 200-day moving average, near the highest in 5 years.
At the same time, ~87% of ACWI countries are above their 50-day moving average, the highest since July.
The ACWI index includes 23 Developed Markets and 24 Emerging Markets globally, representing ~85% of the world's investable equity.
Put simply, the breadth across global equity markets is at exceptionally strong levels.
As a result, the ACWI index has gained +21.6% year-to-date, set for its 3rd-consecutive annual gain.
Meanwhile, the MSCI

Retail investors are piling into the silver market:
The largest physical-backed silver ETF's, $SLV, holdings are up to 16,390 tonnes, the highest since July 2022.
Total silver held by the fund has risen +3,000 tonnes since February.
By comparison, the February 2021 peak was 20,819 tonnes, during a period of extreme retail interest in silver ETFs fueled by WallStreetBets.
Overall, total known ETF holdings of silver stand at 24,551 tonnes, the highest since June 2022, after rising +4,933 tonnes since February.
Retail demand for silver is accelerating

NEW: Prenetics, a supplement company which holds the 69th largest corporate Bitcoin treasury, announced Tuesday it has halted all Bitcoin purchases and will not pursue future acquisitions.
The company will retain its existing 510 BTC as a treasury reserve, while redirecting all capital toward scaling its IM8 health and longevity brand, including product innovation and international expansion.

Gold's historic run
Gold prices have remained above their 200-day moving average for ~550 trading days, the 2nd-longest streak on record.
This is only below the ~750 trading sessions seen following the 2008 Financial Crisis.
During the current streak, gold prices have rallied +135%, surpassing the 2009–2011 gain of +91%.
By comparison, the 1986–1988 run lasted ~510 trading sessions, during which gold prices increased +38%.
Meanwhile, the 1978–1980 streak lasted ~495 sessions, with gold prices rallying +209%.
Gold's momentum remains historically strong.

LATEST: STANDARD CHARTERED PREDICTS 330% PRICE SURGE FOR $XRP
Geoffrey Kendrick at Standard Chartered Bank estimates $XRP will reach $8 in 2026. 📈
The bullish forecast is based on increased regulatory clarity and the recent approval of spot $XRP ETFs boosting adoption.
📊 As per the on-chain analysis platform SoSoValue, spot XRP ETFs have accumulated a total new inflow of $1.14 billion as of Dec. 26.

UPDATE: Real-world asset protocols have surpassed DEXs to become the fifth-largest DeFi category by TVL, hitting $17B as tokenized Treasurys, private credit and commodities rapidly move into the core of onchain finance

No one wants defensive stocks:
Global defensive stocks are now just 17% of world market cap, near the lowest since the 2000 Dot-Com Bubble burst.
This percentage has fallen -7 points since the end of the 2022 bear market.
To put this differently, consumer staples, health care, and utilities have materially underperformed the broader market over the last few years.
This has been fueled by the outsized gains in the US technology sector.
A similar pattern occurred during the 1990s, while the opposite took place during the 2008 Financial Crisis, when global defensive stocks outperformed.
Defensive

LATEST: Inflation remained a dominant search trend throughout 2025, maintaining consistently high public interest across the year alongside other major topics, per Axios.

LONG-TERM BITCOIN HOLDERS ARE QUIETLY BUYING AGAIN
This chart just flipped back into the green. Long-term holders, the group that usually sells tops and buys discomfort, are starting to accumulate again. 👀
That doesn’t mean price has to bounce immediately. These signals almost never show up at the exact bottom. They show up when selling pressure starts to fade and patience replaces panic.
There’s an important caveat here. Earlier this year, wallet reshuffling and exchange movements messed with the LTH classification, so this indicator isn’t perfect. You shouldn’t treat it as a standalone gree

Hedge funds are extremely bearish on the Japanese Yen:
Leveraged funds held ~85,000 contracts of net short positions on the Yen in the week ending December 14th, the 2nd-highest since July 2024.
This marks the 2nd consecutive week of heavily bearish positioning, following ~92,000 net short contracts recorded in the week ending December 9th.
Short positions have gradually accumulated since July as the US Dollar has strengthened against the yen.
This comes as the gap between US and Japanese rates remains large, at ~3.0 percentage points, limiting support for the currency despite the Bank of Japa

JUST IN: 🇯🇵 Metaplanet buys another 4,279 Bitcoin worth $375 million.
They now hold 35,102 $BTC worth $3 billion.

BREAKING 🚨 This whale has opened a $119,209,000 $BTC short position, with a liquidation Price of $102,993
Let's crush him!

💥BREAKING:
ODDS OF A US BANK FAILURE SPIKED TO 71% ON REPORTS THAT “A SYSTEMICALLY IMPORTANT BANK COLLAPSED"