Key Market Information Gap on December 11th - A Must-Read! | Alpha Morning Report
Featured News
1.Fed Ends 2025 with Expected 25 bps Rate Cut
2.US Senate Aims to Finalize Cryptocurrency Market Bill Before Holiday Recess
3.Twenty One's IPO Breaks First-Day Trading, Bitcoin Treasury Firm Faces "Broader Repricing"
4.$343M Liquidated Across the Board in Last 24 Hours, Mainly Shorts
5.US Stock Market Opens with Crypto-Related Stocks Down, CRCL Falls 2.80%
Articles & Threads
1.《Trump Takes Helm of Fed, How It Could Impact Bitcoin in the Coming Months》
Tonight marks the most anticipated rate cut decision by the Fed this year. The market is overwhelmingly betting on a rate cut of almost 25 bps. However, what will truly determine the future trend of risk assets in the next few months is not another 25 bps cut, but a more crucial variable: whether the Fed will inject liquidity back into the market. So this time, Wall Street is not focusing on rates, but on the balance sheet.
2.《a16z Predicts Four Trends Leading the Way in 2026》
Over the past year, AI breakthroughs have shifted from model capabilities to system capabilities: understanding long sequences, maintaining consistency, performing complex tasks, and collaborating with other intelligent agents. The focus of industrial upgrades has thus shifted from singular innovations to redefining infrastructure, workflows, and user interactions. In the annual "Big Ideas 2026," a16z's four investment teams provide key insights for 2026 from four dimensions: infrastructure, growth, health care, and the interactive world. Essentially, they collectively paint a trend where AI is no longer a tool but an environment, a system, an acting entity parallel to humans.
Market Data
Daily market-wide funding heatmaps (as reflected by the funding rate) and token unlocks
Data Source: Coinglass, TokenUnlocks
Funding Rate
Token Unlocks
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