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Tom Lee responds to Fundstrat Bitcoin viewpoint "contradictory" controversy: different positions, different cycles, not internal disagreements

Fundstrat co-founder Tom Lee responds to Bitcoin forecast controversies, stating that conflicting predictions stem from research conclusions based on different roles and cycles, with no internal disagreements. He analyzes Sean Farrell's conservative forecast in comparison to his own view of Bitcoin's appreciation, emphasizing the diversity of analytical perspectives.
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Infini Founder Christian: Good entrepreneurs must have the courage to give up

Interview: Kaori @0x35\_kaori Beating
Link:
Disclaimer: This article is a reprint. Readers can obtain more information through the original link. If the author has any objections to the reprint, please contact us, and we will make modifications according to the author's requirements. Reprints are for information sharing only, do not constitute any investment advice, and do not represent Wu Shuo's views and positions.
How was your 2025? As the founder of Infini, Christian, born after 2000, straightforwardly hopes it will pass quickly.
For a fintech startup that has been established for only a year, whether it experienced a trust crisis caused by a theft or chose to transform by personally dismantling old solutions, these are not minor setbacks that can be easily brushed off.
Rewinding three years back, in 2022, Christian was still
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Wu Says Zhou Highlights: Mainland Enterprises' RWA Business in Hong Kong Plummets, Hong Kong Cracks Down on Cryptocurrency Cross-Border Tax Evasion, JPMorgan Does Not Believe the Market Is Turning Bearish - Top 10

Author | Wu Talks Blockchain
Top 10 News This Week
1. US November CPI Significantly Below Expectations link
US November overall and core CPI significantly below expectations and previous values, with an overall YoY of 2.74%, consensus expectation 3.06%, previous 3.01%; core YoY 2.63%, consensus expectation 3.03%, previous 3.02%.
White House economic advisor Kevin Hassett welcomed the latest Consumer Price Index (CPI) report released on Thursday. He stated, “I'm not saying we've declared victory on inflation, but this CPI report is surprisingly good. Wage growth has outpaced price increases, American taxpayers will receive substantial tax refunds next year, and the government will help drive down mortgage rates. The Federal Reserve has plenty of room to cut interest rates.”
2. Bank of Japan as
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SOL-0.85%
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Brooklyn man Ronald Spektor charged with fraud for impersonating Coinbase customer service

A 23-year-old Brooklyn man, Ronald Spektor, has been charged with phishing scams through impersonating Coinbase customer service, resulting in the theft of $16 million worth of crypto assets. Prosecutors have charged him with 31 counts, including grand theft and first-degree money laundering, and the case has been under investigation for a year.
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Coinbase Institutional releases "2026 Crypto Market Outlook," proposing the "DAT 2.0" institutional model

Coinbase Institutional's "2026 Crypto Market Outlook" report analyzes the macro environment and technological trends of the crypto market, suggesting that the market environment in 2026 is similar to 1996. The report emphasizes the shift in institutional participation, the rising demand for privacy technologies, and the importance of AI integration with crypto.
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Wu Says Daily Selected Crypto News - Federal Reserve John Williams: Current data is not yet sufficient to confirm a sustained decline in inflation; we need to wait for December data.

1. Federal Reserve John Williams: Current data is not yet sufficient to confirm a continued decline in inflation; we need to wait for December data
Federal Reserve Chair John Williams stated that we need to wait for December data to more accurately assess inflation trends. The current data is not yet sufficient to confirm a sustained decline in inflation. November CPI data may have been underestimated due to technical factors, partly because data collection was disrupted in the first half of October and November, leading to distortions in some components, which may have suppressed the CPI by about 0.1 percentage points. The November CPI year-over-year is 2.7%, below the market expectation of 3.1%.
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2. JPMorgan: Stablecoin market cap to reach $500 billion to $600 billion by 2028; payment expansion unlikely to drive scale
JPMorgan
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Major Token Unlocks This Week

Wu says that, according to Tokenomist, in the next 7 days, large single unlocks (unlock amount greater than 50 million USD) will include ZRO ARB SEI ZK LISTA ID, etc.; linear large unlocks in the next 7 days (daily unlock amount greater than 1 million USD) will include RAIN SOL TRUMP WLD DOGE ASTER AVAX.
ZRO-2%
ARB-0.63%
SEI-1.16%
ZK1.32%
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SEAL warns that React vulnerability has been exploited to implant a crypto wallet clearing program, with an increase in attack activity

Cybersecurity nonprofit organization SEAL warns that hackers are exploiting security vulnerabilities in the React framework to implant cryptocurrency wallet wiping programs, with an increase in attack activities. After white-hat hackers discovered this vulnerability, SEAL advised users to be cautious when signing authorization.
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Wu's Weekly Macro Indicators and Analysis: US November Non-Farm Payrolls and CPI, Japan, Europe, and UK Interest Rate Decisions

Compiled by: GaryMa Wu on Blockchain
Summary
Wu Says this week’s macro indicators and analysis: Last week, the Federal Reserve cut interest rates by 25 bps as expected and announced the restart of RMP, with three dissenting votes; this week’s focus is on the US November non-farm payroll report and CPI data, as well as interest rate decisions from the Bank of Japan, European Central Bank, and Bank of England.
Review of last week
The Federal Reserve announced the upper limit for interest rates at 3.75%, in line with expectations of 3.75%, down from the previous 4.00%, a 25 basis point decrease. Wall Street Journal reporter Nick Timiraos stated that there were three dissenting votes at this meeting: Goolsbee and Schmid opposed the rate cut, while Miran advocated for a 50 basis point cut. The latest SEP shows that out of 19 officials, 6 do not support a rate cut, 2026
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2026 Cryptocurrency Investment Outlook: Rise of Application Chains, AI Agents Take Over DeFi

Author: Archetype
Translation: Deep潮 TechFlow
Link:
Disclaimer: This article is reproduced content. Readers can obtain more information through the original link. If the author has any objections to the reproduction, please contact us, and we will make modifications according to the author's requirements. Reproduction is for information sharing only, does not constitute any investment advice, and does not represent WuShuo's views and stance.
The era of building dedicated application chains has finally arrived
Author: Aadharsh Pannirselvam
In simple terms: Blockchain designed, built, and optimized for applications will bring disruptive changes. The most outstanding application chains next year will revolve around core components and fundamental principles, intentionally assembled with care.
Recently, developers, users, institutions, and capital rushing onto the chain are different from the past: they pay more attention to specific cultures (i.e., the definition of user experience) rather than pursuing abstract ideals like decentralization.
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Weekly Hot Project Updates: World Launches "Super App", Payment Public Chain Tempo Opens Testnet, Farcaster Strategic Transformation, etc. (1207–1213)

1. World Launches "Super App" with New Encrypted Chat and Payment Features link
The biometric authentication project World (co-founded by Sam Altman) released a new version of the app, adding end-to-end encrypted chat called World Chat, and similar cryptocurrency payment capabilities like Venmo. The new app also supports receiving wages and recharging via virtual bank accounts, and converting funds into cryptocurrencies without completing World identity verification. World Chat uses end-to-end encryption similar to Signal and uses color indicators to alert users whether the other party has been verified through the World system.
2. Pump
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Ethereum consensus layer client Prysm team releases Fusaka mainnet failure post-mortem report

The Prysm team, the consensus layer client for Ethereum, has released the Fusaka mainnet failure analysis report, indicating that the cause of the failure was node resource exhaustion, leading to a network participation rate drop to 75%, and a loss of approximately 382 ETH. The team improved the validation logic through updates, highlighting the importance of communication, testing, and client diversity.
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