The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
The BitMEX co-founder's latest Substack essay argues the US Fed’s liquidity program mirrors quantitative easing mechanics that favor Bitcoin and other scarce assets.
SolanaFloor app now available on Solana Mobile's dApp store, offering real-time news, data, and insights to Seeker device users.
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SkyBridge Capital founder Anthony Scaramucci said he still sees a path to Solana reaching $2,500 over a five-to-ten-year horizon, arguing that tokenization plus clearer US regulation could turn Solana into a core financial “rail system.” Scaramucci made the remarks in an interview with SolanaFloor filmed during last week’s Solana Breakpoint conference and released on Dec. 18. Why Solana Is Still Poised For $2,500 Scaramucci framed the $2,500 thesis as a long-duration bet that won’t play out cleanly. “It’s not going to come without… volatility,” he said, pointing to what he called a messy US regulatory year and sticky inflation as headwinds that “probably slowed down our trajectory.” “If you had asked me at the beginning of the year” whether Washington would pass stablecoin legislation and “the market structure, the CLARITY bill,” he said he would have expected both. “That did not happen.” Still, he argued “the timing is still right,” with the caveat that price will likely remain jumpy until those macro and regulatory variables resolve. Related Reading: Solana (SOL) Support Shattered, Potential $100 Test Looms, Says Analyst To explain the patience required, Scaramucci leaned on a tech-investing analogy, recalling Amazon’s drawdowns by 90% before mass adoption. The lesson, in his words: stay with “great technology” through uncertain stretches because durable infrastructure eventually gets adopted. Asked what surprised him most this cycle, Scaramucci singled out the Trump and Melania memecoins. He described their Solana launch as “a compliment to Solana” because it was selected for “ability to handle large scale large volume transactions with great certainty and finality.” But he also argued the episode backfired on policy. “I think those coins slowed down the regulatory process in the US,” he said, suggesting that the optics of a US president entering the memecoin business created a political “foil” that opponents could use to resist crypto bills. “I think we would have gotten everything that we wanted this year had the president sort of stayed out of the meme coin business,” he added, calling it “short-term regulatory” damage. He also claimed the memecoin surge “sucked out all the liquidity from a lot of the altcoins,” which he said “hurt the industry,” even as it showcased Solana’s throughput. Tokenization Is The Endgame Scaramucci’s core argument was simple: tokenization is coming, and Solana is positioned to host a meaningful share of it. He said Paul Atkins, whom he described as a longtime personal friend, delivered what Scaramucci considers an underappreciated prediction: “In 5 years all of our assets are going to be tokenized.” Scaramucci then pushed his own conclusion: “What’s going to be the number one rail system to tokenize on? It’s going to be Solana.” He argued superior systems tend to win through adoption, not ideology. “If you have something that works better than something else, it gets adopted,” he said, comparing Solana’s trajectory to the internet’s jump from dial-up to today’s high-bandwidth reality. He also flagged operational progress on the network. “I don’t want to jinx us,” he said, but suggested Solana had gone “two years now without any” downtime. Related Reading: Solana Value Proposition Extends Beyond Tech Into Economic Infrastructure SolanaFloor challenged Scaramucci on why SkyBridge tokenized a $300 million fund on another chain. Scaramucci said it was “a very small fund,” and that a larger fund “will likely get tokenized on Solana.” He also rejected maximalism: “I don’t believe in chain monogamy,” he said. His view is that “three or four chains” will win, naming Solana and Avalanche. He argued Avalanche can be attractive for certain compliance-driven deployments, while Solana is where “stocks and bonds are going to be tokenized” and where “the larger funds are going to be tokenized.” Scaramucci also disclosed his personal positioning: “My largest personal position even greater than Bitcoin is my position in Solana and I have it all staked,” he said, adding he owns Avalanche and Bitcoin and holds a “very small position” in Ethereum. Scaramucci tied the next leg of the cycle to US policy and liquidity. If the US passes market-structure rules next year, he said, prices should respond. If inflation cools and the Fed can cut more aggressively under a new chair, he argued that would add liquidity and reinforce a “positive flywheel.” At press time, SOL traded at $125. Featured image created with DALL.E, chart from TradingView.com
Grayscale's 2026 outlook highlights 10 key themes marking the beginning of the institutional era for digital assets.
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The volatility of the cryptocurrency market is threatening the stability of corporate crypto treasury companies, resulting in larger swings in their net asset value that threaten their fundraising abilities.
The company has recently become more active in prediction markets space including a partnership with Kalshi.
Bitcoin advocates have been divided over Michael Saylor’s updated BTC thesis, leaving question marks over how the Strategy CEO views the cryptocurrency.
Fidelity’s Jurrien Timmer said Bitcoin may have completed another halving cycle in both price and time, and he placed support in the $65,000–$75,000 zone. Sharing a “Bitcoin analogs” chart, the Fidelity director of global macro wrote, “While I remain a secular bull on Bitcoin, my concern is that Bitcoin may well have ended another 4-year […]
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Bitcoin's onchain data reveals new BTC whales with 50% of the realized capital, highlighting a shift in how capital is shaping the market.
The UK’s financial watchdog has launched a sweeping consultation that could reshape how crypto exchanges, staking services and DeFi operate ahead of a 2027 rollout.
The SEC looks to bar Caroline Ellison and former FTX executives Gary Wang and Nishad Singh from being directors for several years.
In times when the Bitcoin price volatility is at its peak, some altcoins like XRP have been maintaining their stability. As the bulls are trying to regain control, the second-largest crypto, Ethereum, is once again approaching the psychological barrier at $3000. At this time, the bull-bear concentration and the short-term price spikes may have a …
Three of Sam Bankman-Fried's top lieutenants atop the former FTX empire — Caroline Ellison, Gary Wang and Nishad Singh — agreed to consent judgments.
The Federal Reserve has requested public comment on a plan to create a fast-track approval process for “innovation-focused” banks seeking to operate nationally.
Coinbase Institutional says clearer regulation, stablecoin growth and shifting macro conditions could mark a turning point for crypto markets in 2026.
The legislation, which many have criticized for being overly restrictive for the digital asset market, was reintroduced with “not even a comma” changed, according to one lawmaker.
Ethereum has been struggling to regain traction below the $3,000 level since Monday, with repeated rejection attempts reinforcing a fragile market structure. Bulls continue to lose ground as upside momentum fades, while sentiment across the market remains dominated by apathy and underlying fear. Related Reading: Bitcoin Faces Elevated Downside Risk: Loss Selling Takes Hold As STH SOPR Falls Below 1 Trading activity has thinned, relief rallies have been short-lived, and many participants appear hesitant to commit capital in a market that lacks clear directional conviction. As price drifts sideways under key resistance, the broader narrative has shifted from optimism to caution. Despite this weak price action, on-chain derivatives data tells a more complex story. According to a CryptoQuant report, Ethereum’s derivatives market on Binance is reaching record levels, highlighting a sharp rise in risk appetite and speculative positioning among traders. Leverage across ETH contracts has expanded significantly, suggesting that market participants are increasingly willing to take on risk in anticipation of a directional move. This behavior points to growing optimism beneath the surface, even as spot price struggles to reflect it. The divergence between subdued price action and rising derivatives exposure creates a tense market environment. Ethereum Leverage Reaches Extreme Levels The CryptoQuant analysis by CryptoOnchain highlights a critical shift in Ethereum’s derivatives landscape, underscoring how speculative positioning has reached extreme levels. According to the data, Ethereum’s Estimated Leverage Ratio (ELR) on Binance has surged to 0.611, marking a new all-time high for this metric. A rising ELR indicates that traders are taking on increasingly large leveraged positions relative to the exchange’s reserves. At the same time, the report explains that buying aggression has intensified. On December 19, the Taker Buy Sell Ratio spiked to 1.13, a level not observed since September 2023. A ratio above one indicates that aggressive buyers are dominating order flow, with traders actively lifting offers rather than passively waiting. This combination of elevated leverage and strong taker buying reflects a market leaning heavily toward bullish expectations. The convergence of these two indicators sends a clear message: traders are not only optimistic about Ethereum’s price trajectory, but they are also willing to assume substantial risk to express that view. However, this structure comes with meaningful downside risks. While high leverage can amplify upside momentum and fuel a breakout through resistance, it also creates fragility. With leverage at historic highs, even a modest price pullback could trigger cascading liquidations, increasing the probability of a sharp “long squeeze” and sudden volatility. Related Reading: Legendary Bitcoin OG Deepens Ethereum Bet Despite Losses Exceeding $70 Million ETH Price Struggles Below as Bearish Structure Persists Ethereum’s price action on the daily chart reflects a market attempting to stabilize after a prolonged corrective phase, but still trapped below critical resistance levels. ETH is currently trading around the $2,950 area after a short-term rebound, yet the broader structure remains fragile. The recent bounce has pushed price back toward the descending short-term moving average, but ETH continues to trade below both the 100-day and 200-day moving averages, which are now acting as dynamic resistance rather than support. Structurally, Ethereum has formed a series of lower highs since the October peak near $4,800, confirming a clear downtrend on the medium-term timeframe. The failure to reclaim the $3,200–$3,300 zone is particularly notable, as this area previously acted as strong support during the uptrend and has now flipped into resistance. As long as ETH remains below this range, bullish attempts are likely to be sold into. While the latest rebound came with a modest increase in volume, it remains well below the levels observed during impulsive upside moves earlier in the year. This suggests short-covering or tactical buying rather than strong spot demand. Related Reading: From Cycles To Continuity: Why Bitcoin’s 4-Year Pattern May Be Breaking On the downside, the $2,800–$2,750 region stands out as immediate support. A decisive break below this zone would expose ETH to a deeper retracement toward the $2,500 area. For the bearish structure to weaken meaningfully, Ethereum must reclaim the $3,200 level and hold above its key moving averages with expanding volume. Featured image from ChatGPT, chart from TradingView.com
Klarna partners with Coinbase to raise USDC-denominated funding from institutional investors, expanding its traditional capital base.
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Mangoceuticals' partnership with Cube Group could redefine corporate crypto strategies, potentially accelerating growth in digital asset markets.
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A fresh $4 billion lawsuit tied to Terraform Labs’ collapse is becoming a test of what a stablecoin’s $1 promise means amid the adoption of dollar tokens as payment rails. The case is about more than who pays for a 2022-era failure. It also decides whether a “stable” price can be maintained by arrangements that […]
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The Wall Street bank said its bitcoin forecast relies on further crypto ETF inflows and a continued rally in traditional equity markets.
Bitcoin bulls are putting up a fight on Friday to break this week's choppy action that has capped all advances at around $90,000.
TRON integrates with Coinbases Base network via LayerZero, allowing TRX to bridge cross-chain and trade on Base-based DEXs.
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An Incentives Committee would direct programmatic token emissions, focusing allocations on participants that secure AVSs and contribute to the EigenCloud ecosystem.
DOT has support in the $1.72-$1.74 zone.
The Federal Reserve is seeking public feedback on a proposed “payment account” — informally dubbed a “skinny master account."
The U.S. central bank has been mulling the idea of a "skinny" version of master accounts for firms that want payments access without the deeper Fed demands.
HIP-3 trading volume on Hyperliquid has exceeded $10B, marking significant cumulative growth for the decentralized exchange platform.
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The European Central Bank plans to enable DLT transactions in 2026 as it prepares for the digital euro issuance and lawmakers establish rules on privacy.