Weekly Market Report. December 19, 2025

Greetings, curious minds! Join us on a journey into the cutting-edge. This newsletter unveils the latest trends shaping our world.

Let’s explore together! 🌐🚀

🔥 Top Reads

Jump Accused of Contributing to Collapse of Terraform, Do Kwon’s Crypto Empire

The administrator winding down what remains of Do Kwon’s Terraform Labs has sued Jump Trading, alleging that the high-speed trading giant unlawfully profited from and contributed to the crypto empire’s collapse.

Spot Bitcoin ETFs record $457M inflows in ‘early positioning’ push

Spot Bitcoin ETFs logged their strongest inflows in over a month amid renewed institutional demand tied to shifting macro expectations.

Investing, Content and the Evolving AI Landscape

The crypto industry in Japan is poised for a surge in growth among retail investors, observers say, as the government plans to introduce a moderate 20% tax.

🚨 Important News This Week

🧠 Meta Is Developing a New AI Image and Video Model Code-Named ‘Mango’💰 A Billion-Dollar Question Hangs Over the New AI Search Marketing Industry⚠️ Tether CEO says AI bubble is Bitcoin’s biggest risk in 2026

Tech

📊 Databricks Is Raising Funds at $134 Billion Valuation🥤 We Let AI Run Our Office Vending Machine. It Lost Hundreds of Dollars🌏 Who Is Winning the Race for AI Supremacy—China or the U.S.?

Business

🛡️ Blackstone Leads $400 Million Investment in Cyber Startup Cyera📉 Most crypto sectors lagged Bitcoin over past 3 months: Glassnode🤝 NYSE parent in talks to invest in crypto company MoonPay: Report

Crypto

🐂 Crypto has everything needed for a bull market, so why is the market down?🐢 SOL price action lags the wider altcoin market: Is Solana’s heyday over?🧬 Cypherpunk values are dying, but they’re ‘Not Dead Yet’

🚨 Notable Companies Impressive Investments

Strategy acquired 10,645 BTC for ~$980.3M at an average price of ~$92,098 per BTCHyper Foundation proposes $1B HYPE Token BurnInfrared’s token sale will be launched on Binance Wallet

🔥 Top Blockchain & Crypto News of the Week

🚀 From market crashes to institutional power moves, here are the top headlines shaping the crypto world right now.

SEC Clears DTCC to Tokenize Global Market Infrastructure

The SEC issued a No-Action Letter allowing DTCC to tokenize assets under its custody, a historic shift for global finance. DTCC is the world’s largest clearinghouse, processing $2–3 trillion daily and over $2 quadrillion annually in securities transactions. With a regulated rollout expected in H2 2026, this marks tokenization’s transition from experimentation to core market infrastructure. TradFi is no longer debating blockchain, it is embedding it.Read more here: https://t.me/constantinkogan/1747

Visa Goes Stablecoin-Native With USDC Settlement for U.S. Banks

Visa has launched USDC-based settlement for U.S. banks, enabling transactions to settle directly in stablecoins rather than traditional fiat rails. Running live on Solana with 24/7 availability, this move brings blockchain settlement into mainstream payments infrastructure. Stablecoins are no longer peripheral tools, they are becoming foundational to how value moves inside TradFi.Read more here: https://t.me/constantinkogan/1750

Federal Reserve Removes Crypto Restrictions for Small Banks

The U.S. Federal Reserve has withdrawn its 2023 guidance that constrained smaller banks’ participation in crypto-related activity. The policy reversal reduces regulatory friction, expands institutional access, and strengthens bank–crypto integration across the financial system. This signals a clear shift toward normalization of digital assets within U.S. banking.Read more here: https://t.me/constantinkogan/1754

💡 Want more in-depth analysis? Stay ahead of the curve—subscribe for the latest blockchain, DeFi, and Web3 news here! 🚀

🎊 New Year celebration with Rayo Capital, StandWithCrypto and Tusk. Venture Partners

🤣 Meme of the Week

Love what you read? Show support by subscribing to my newsletter!

Subscribe now

👍 Follow me on Facebook, Twitter, Instagram, YouTube, and LinkedIn.🎧 Subscribe to my Apple Podcasts, Spotify, Radio Public, Google Podcasts, and Castbox.👀 Watch my talk shows with top industry experts, investors, and other remarkable personalities: Ckogan.com.

If you have any questions, please contact me directly in my email.

Sincerely,

Constantin Kogan

[email protected]