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BlockBeats News, January 12th, Wall Street strategists generally believe that in 2026, the U.S. economy and stock market may experience a rare multiple favorable resonance. Supported by the Federal Reserve's interest rate cut expectations, Trump's "Big and Beautiful Act" tax incentives, easing inflation, and AI boosting productivity, U.S. stocks are expected to continue their upward trend. The market is currently focused on the latest CPI data, with expectations for a year-on-year maintenance at 2.7%. Strategists pointed out that the decline in oil prices, easing housing costs, coupled with the one-time price increase effect brought about by tariffs fading, may lead to a more significant-than-expected downward space for inflation. At the same time, the cooling off of the labor market provides the Federal Reserve with policy space for an interest rate cut during the year, potentially further lowering U.S. bond yields to reduce financing costs, stimulate investment, and consumption. On the fiscal side, the "Big and Beautiful Act" allows a 100% accelerated depreciation of capital expenditures for businesses, driving companies to bring forward future investments to 2026. Wall Street believes that this policy will significantly boost capital expenditure. Goldman Sachs expects that AI-driven productivity gains will drive the S&P 500 earnings per share (EPS) to grow by 12% in 2026. Recent data shows that U.S. labor productivity has seen its fastest growth rate in two years. However, analysts also caution that the rising risk of AI replacing jobs could become a new source of instability if it impacts the labor market. Overall, Wall Street sees 2026 as a rare window: interest rate cuts, tax reforms, and AI working together, but structural differentiation and potential risks still need to be monitored.

BlockBeats News, January 12, as we enter 2026, the main theme of the crypto industry has become clear: 2025 is no longer a year of speculation, but a year when regulation, infrastructure, and real-world applications are fully implemented. Matthias Bauer-Langgartner, European Policy Manager at Chainalysis, stated that stablecoins have become the core of this transformation. Despite Bitcoin still accounting for about half of the market value, stablecoins have contributed to over 50% of global on-chain transaction volume, deeply integrated into the payment, remittance, and transaction systems, and have officially taken the center stage of regulation and compliance. He frankly stated, "2025 is the year of stablecoins." Due to their strong liquidity and price stability, stablecoins are widely used in legitimate scenarios but are also exploited by illicit funds. However, centralized issuers have the ability to freeze and destroy assets, making them a key tool for regulatory crackdowns on financial crime. Chainalysis data shows that in 2025, illicit cryptocurrency flows reached $154 billion, a year-on-year increase of 162%, with significant growth in illicit country-level behaviors and sanctions evasion activities. However, such activities still account for less than 1% of the overall cryptocurrency transaction volume. Analysis suggests that as regulatory frameworks like MiCA enter the enforcement stage, stablecoins are becoming a key node connecting the crypto market, geopolitics, and financial regulation, and may continue to shape the core narrative of 2026.

due to Trump's call to set the credit card annual interest rate cap at 10% and maintain it for one year, U.S. credit card issuing company stocks fell in pre-market trading. American Express stock fell 3.6%, Synchrony Financial stock dropped 8.8%, and Capital One Financial stock declined 7.7%.