@tylerfoust.eth

Morning ✌️ • $BTC continues to accumulate among institutional investors - MicroStrategy has purchased another 10,624 $BTC. • BlackRock has filed an application with the SEC for the iShares Staked Ethereum ETF. • Binance has received a full set of ADGM licenses, and $USDT is officially permitted in Abu Dhabi. • The European Union is discussing turning ESMA into a “European SEC.” If the idea is implemented, the crypto market in the EU will become both stricter and more transparent. • Bybit and Circle have announced a strategic partnership to promote $USDC. • MoneyGram and Fireblocks are expanding their work with stablecoins. • Argentina is considering allowing banks to trade cryptocurrencies. • Coinbase is once again accepting users from India and plans to launch fiat services in 2026. This is a huge market that US exchanges have been trying to break into for years. • Zcash, StarkWare, and Aleo will meet with the SEC on December 15 for a roundtable discussion on privacy. The topic is the regulation of private transaction technologies, which directly affects the entire ZK solutions sector. • The SEC has concluded its investigation of Ondo, paving the way for the company to scale up. • Bitwise Chief Investment Officer: “Crypto index funds will be a key trend in 2026.” The market is becoming so complex that people need “baskets” rather than individual assets - which makes sense. • Trump sharply criticized Europe after a $140 million fine for X. Pressure on large platforms is growing, and this could affect the media sector and regulated fintech products. Macroeconomics • The risk premium on US stocks has turned negative. This means that, taking into account the risk, stocks offer investors ZERO returns - a situation that often precedes market overheating. • When the Fed cuts rates within 2% of historical highs, the S&P 500 index has risen 20 times out of 20. Historically, this represents a 100% probability of growth within a year after the first rate cuts.

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