Binance founder Changpeng Zhao responded to a recent $50 million loss from an address poisoning scam within one hour by proposing real-time blacklist queries across the crypto industry. He believes coordinated blacklisting of wallets receiving such funds, supported by security alliances and better wallet design, could drastically reduce these attacks.

By late December 2025, an investor who placed $1,000 evenly into Bitcoin, Ethereum, gold, and silver at the start of the year would see the portfolio grow to roughly $1,505. Bitcoin hovered near $87,182 and Ethereum around $2,928.34, both posting year-to-date losses, while gold near $2,928.34 and silver around $72 delivered strong gains. The overall return was mainly driven by precious metals, offsetting the negative performance of the cryptocurrencies.

The United States entered a new fiscal phase in 2025 as interest on federal debt exceeded $1 trillion, outpacing defense and Medicare. Net interest climbed from $345 billion in FY2020 to about $970 billion in FY2025. A July 2025 law mandates stablecoin issuers hold 100% USD or T‑bill reserves, potentially channeling major demand into Treasuries.

Arthur Hayes reduced his Ethereum exposure, selling about 1,871 ETH worth roughly $5.53 million over the past week and reallocating into ENA, PENDLE, and ETHFI. On December 24, 2025, he sent 682 ETH (about $2 million) to Binance while building a USDC position nearing $48 million. His ETH balance has fallen to approximately 3,160 ETH.

By December 24, 2025, US regulators under the Trump administration and Paul Atkins' SEC had begun expanding retail access to crypto and private credit, including within retirement plans. New spot crypto ETFs and interval funds are being fast-tracked, with expectations that more than 100 additional crypto ETFs could launch by 2026, raising concerns among advisors that everyday investors may not understand the complex risks and liquidity issues involved.

On Dec. 24, 2025, XRP community figure BearableGuy123 resurfaced with a "589"-themed image and a 2026 message. Upbit recorded three deposits totaling 51,231,999,673 SHIB within roughly eight hours, and Bitcoin's monthly Bollinger Bands show price under the midband with the lower band near $52,187.

CryptoQuant data shows that decentralized borrowing on Aave has dropped sharply since August 2025, with weekly USDT and USDC loans falling from $6.2 billion to $1.9 billion by late November. At the same time, Nexo's weekly retail credit withdrawals fell from $34 million in mid-July to $8.8 million in mid-November before rebounding to $23 million, suggesting users increasingly prefer borrowing against collateral over selling in a weak market. Overall, CeFi lenders appear to be acting as a liquidity backstop while DeFi leverage contracts.

In Q3 2025, US GDP rose 4.3% while core PCE hit 2.9% quarter-over-quarter, pointing to a Goldilocks-style backdrop of strong growth and easing inflation. Against this macro setup, large investors are building positions in Ethereum, Sui, Worldcoin, Hyperliquid and presale token Bitcoin Hyper, with several wallets committing multi-million-dollar sums. The combination of supportive data and whale accumulation is driving speculation about the next major crypto bull phase.