Huoxun Finance reported on December 28th that, according to CrowdfundInsider, CoinMetrics' "2025 Digital Asset Report" indicates that the crypto investment ecosystem will continue to expand in 2025, benefiting from institutional adoption, regulatory breakthroughs, and increased on-chain activity. However, as investment scope broadens and the market matures, capital may concentrate on "mature assets with stronger liquidity, clearer fundamental demand, more robust token economics, and better product-market fit," rather than broadly diversified investments. The report also points out that Bitcoin's market share "climbs to 64% in 2025, reaching its highest level since April 2021." Meanwhile, the total market capitalization of altcoins remains below previous cyclical highs (approximately $1.1 trillion), with the top ten assets by market capitalization (excluding stablecoins and on-chain derivatives) accounting for approximately 73% of the total market capitalization.

According to an article published on the X platform by Kobeissi Letter, as reported by Odaily Planet Daily, Google searches for "silver" have officially reached an all-time high, indicating that rising precious metal prices have become the mainstream trend.

According to Crypto.news, CryptoSlam data shows that the NFT market transaction volume fell 4.72% to $63.52 million in the past week. The number of NFT buyers increased by 27.24% to 303,404; the number of sellers increased by 25.91% to 213,831; and the number of NFT transactions decreased by 7.36%. Ethereum network transaction volume reached $20.41 million, a decrease of 24.86% from the previous week; Bitcoin network transaction volume reached $12.02 million, an increase of 52.64%; BNBChain network transaction volume reached $7.8 million, a decrease of 9.78%; and Polygon network transaction volume reached $5.65 million, an increase of 16.18%. This week's high-value trades include: $X@AIBRC-20NFT sold for $1.92 million (21.7344 BTC); CryptoPunk#8408 sold for $118,176.63 (39 ETH); and CryptoPunk#8476 sold for $110,904.23 (36.6 ETH).

According to SoSoValue data, on December 26th (Eastern Time), Ethereum spot ETFs saw a total net outflow of $38.6989 million. The Ethereum spot ETF with the largest net outflow on December 26th was BlackRock ETF (ETHA), with a single-day net outflow of $22.122 million. ETHA's historical total net inflow has reached $12.602 billion. This was followed by Grayscale Ethereum Trust ETF (ETHE), with a single-day net outflow of $16.5769 million. ETHE's historical total net outflow has reached $5.099 billion. As of press time, the total net asset value of Ethereum spot ETFs was $17.726 billion, with an ETF net asset value ratio (market capitalization as a percentage of Ethereum's total market capitalization) of 5.01%. The historical cumulative net inflow has reached $12.342 billion.

According to an analysis by Sandy Carter, COO of Unstoppable Domains, in the current market environment, Bitcoin treasury companies should strictly set allocation limits, generally recommending that the proportion of corporate treasury assets be controlled at 1%–5%, and the dollar cost averaging (DCA) method be used for entry. If the investment scale exceeds 2% of liquid funds, it is advisable to wait for the inflow of Bitcoin ETF funds to turn positive before making a move. Furthermore, against the backdrop of strong gold and silver prices and a correction in crypto assets, Bitcoin's drop to $87,000 could indicate a deeper bear market, or it could simply be a phase of adjustment before a long-term rise. Market judgments remain significantly divided. Bitcoin's reaction to loose monetary conditions is often stronger than its reaction to inflation data itself. Going forward, the focus should be on the Federal Reserve's policy inflection point from high interest rates to rate cuts. (Forbes)