List of popular cryptocurrencies as of December 31, 2025, with the top three being: elizaOS, Canton, Beta Finance

BloFin Research: Circle Stablecoin Survives Bear Market, OCC Becomes the Biggest Critical Variable

BloFin Research report analyzes Circle's profit model, primarily driven by three factors: "interest rates, USDC scale, and distribution economics." However, OCC's new interpretation of the "GENIUS Act" could pose a serious threat to the collaboration between Circle and Coinbase, affecting USDC distribution efficiency. The report also notes that the stablecoin supply is decoupled from the crypto market prices, indicating that Circle's reserve income is more stable.

NYDIG Research Director: Bitcoin price fluctuations are only 1/4 influenced by stock market correlation

NYDIG Research Director Greg Cipolaro pointed out that the recent rise of Bitcoin alongside the U.S. stock software sector is mainly driven by macro factors rather than structural convergence. He stated that only a quarter of Bitcoin price movements are related to the stock market, with 75% of the factors coming from other areas, emphasizing its role as a diversification tool in investment portfolios.

NYDIG Latest Report: Bitcoin's Correlation with Tech Stocks is Overestimated, 75% of Price Fluctuations Come from Cryptocurrency Market Factors

NYDIG points out that the recent synchronized movement between Bitcoin and U.S. tech stocks is primarily due to macroeconomic factors rather than structural correlation. Although their prices are similar, Cipolaro emphasizes that the rise in Bitcoin and tech stocks more reflects a common change in liquidity and risk appetite rather than fundamental convergence. Bitcoin's volatility remains mainly driven by its own market factors, and its diversification value in investment portfolios still exists.

Raoul Pal lists 12 reasons to go long against the trend: Global liquidity is accelerating expansion, and the crypto market's "most oversold" condition will reverse.

Raoul Pal points out 12 reasons for the expansion of global liquidity during market pessimism, believing that the crypto market is about to reverse. He mentions factors such as the rebound in US fiscal liquidity and policy bullishness, and emphasizes that the market bottom could be confirmed within two weeks. The only risk is rising oil prices, with an expectation that they will move upward in the future.

War risk shocks global markets: oil prices surge past $110, Asian stock markets plummet, Bitcoin stays steady at $67,000

Middle Eastern geopolitical risks have intensified, leading to a sharp decline in Asian stock markets, a surge in energy prices, and crude oil surpassing $110. Despite market concerns, cryptocurrencies like Bitcoin remain stable. Oil prices are expected to continue rising, but some traders anticipate a correction. The Federal Reserve's interest rate expectations remain stable, and future oil price increases could impact inflation.