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The $150,000 Collective Illusion: Why Did All Mainstream Institutions Misjudge Bitcoin in 2025?
The $150,000 Collective Illusion: Why Did All Mainstream Institutions Misjudge Bitcoin in 2025?

There is a significant discrepancy between the expected and actual performance of the bitcoin market in 2025. Institutional forecasts have collectively missed the mark, mainly due to incorrect assessments of ETF inflows, the halving cycle effect, and the impact of Federal Reserve policies. Summary generated by Mars AI. The accuracy and completeness of this summary are still being iteratively improved by the Mars AI model.

MarsBit·2025/12/15 21:11
Flash
  • 02:02
    Moonrock founder comments on Circle's acquisition of the Axelar team: This is yet another disguised RUG
    ChainCatcher News, Moonrock Capital founder Simon Dedic commented on X regarding Circle's acquisition of Axelar, stating: "Another acquisition, another RUG. Circle acquires Axelar but explicitly excludes the foundation and AXL token—this is simply a criminal act. Even if it doesn't break the law, it violates ethics. If you are a founder planning to issue a token: either treat it like equity, or get out." Earlier, it was reported that Circle announced the acquisition of Axelar's initial development team, Interop Labs, but Axelar Network, Axelar Foundation, and the AXL token are not included in this acquisition.
  • 02:02
    Mitsubishi UFJ: If non-farm payroll data worsens, dollar selling may accelerate until the end of the year
    ChainCatcher news, according to Golden Ten Data, the US November employment report will be released later today, and Asian currencies showed mixed movements in early trading. Mitsubishi UFJ Financial Group foreign exchange analyst Michael Wan stated that if the November non-farm payroll data is disappointing and the unemployment rate rises, this will strengthen the Federal Reserve's dovish stance and could accelerate the sell-off of the US dollar until the end of the year. Considering the recent US government shutdown, there may be issues with data quality, and the market should be prepared for volatility in interest rates and foreign exchange.
  • 01:53
    Elon Musk's wealth hits a new high, with his net worth surpassing $600 billion for the first time
    ChainCatcher News, according to the Bloomberg Billionaires Index, the world's richest person, Elon Musk, has reached a new high in wealth, with his net worth surpassing the $600 billion mark for the first time, approaching $638 billion. Previously, SpaceX achieved a valuation of about $800 billion in an internal share sale, making SpaceX the most valuable private company in the world. Musk is the founder and CEO of the company. After applying a liquidity discount for private companies, Musk's 42% stake in SpaceX is valued at approximately $317 billion. This is the first time the Bloomberg Billionaires Index has calculated an individual's wealth to exceed $600 billion.
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