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The fundraising flywheel has stalled, and crypto treasury companies are losing their ability to buy the dip.
The fundraising flywheel has stalled, and crypto treasury companies are losing their ability to buy the dip.

Although the treasury companies appear to have ample resources, the disappearance of stock price premiums has cut off their financing channels, causing them to lose their ability to buy the dip.

Chaincatcher·2025/12/08 20:12
Refuting the AI bubble theory! UBS: Data centers show no signs of cooling down, raises next year's market growth forecast to 20-25%
Refuting the AI bubble theory! UBS: Data centers show no signs of cooling down, raises next year's market growth forecast to 20-25%

The structural changes in the cost of building AI data centers mean that high-intensity investment will continue at least until 2027, and AI monetization has already begun to show signs.

ForesightNews·2025/12/08 18:13
The Base-Solana Bridge Dispute: "Vampire Attack" or Multichain Pragmatism?
The Base-Solana Bridge Dispute: "Vampire Attack" or Multichain Pragmatism?

The root of the contradiction lies in the fact that Base and Solana occupy completely different positions in the "liquidity hierarchy."

ForesightNews 速递·2025/12/08 17:03
Stable TGE tonight: Is the market still buying into the stablecoin public chain narrative?
Stable TGE tonight: Is the market still buying into the stablecoin public chain narrative?

According to Polymarket data, there is an 85% probability that its FDV will exceed 2 billion USD on the day after its launch.

ForesightNews 速递·2025/12/08 17:03
Flash
22:19
Superstate Founder: Long-standing Legal and Operational Barriers to Asset Tokenization Are Beginning to Shift
Jinse Finance reported that Robert Leshner, founder of tokenization company Superstate, stated that long-standing legal and operational barriers are beginning to shift. In an email, he said, "With the emergence of credible, issuer-led on-chain equity structures, public equities are shifting from 'prohibited from trading' to 'tradable'." A series of trading platforms, including a certain exchange, have begun offering tokenized versions of the most popular stocks. Leshner added that the trend of moving from wrapped synthetic assets to direct token issuance is also accelerating.
21:58
50 bitcoins purchased 13 years ago have been transferred
A transfer of 50 bitcoin occurred; these bitcoins were purchased 13 years ago for less than $1,000 and are now worth approximately $5 million. (The Bitcoin Historian)
21:44
Hashdex CIO: Tokenized assets could exceed $40 billion by the end of next year
Jinse Finance reported that Hashdex Chief Investment Officer Samir Kerbage stated that by the end of next year, tokenized assets could exceed $40 billion, compared to the current $3.6 billion. "Stablecoins have already demonstrated a strong product-market fit by 2025, but this is just the beginning," he said. "The next phase will focus not on speculation, but on a fundamental restructuring of value transfer methods—and tokenization is at the core of this transformation," he added.
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