PANews reported on December 28th that, according to Cointelegraph, analysts believe Bitcoin can continue its upward trend without waiting for a pullback in gold and silver. James Check, chief analyst at Glassnode, stated on the X platform, "This could be a surprisingly 'niche' view." Bitcoin holders holding the opposite view "simply don't understand these assets." Macroeconomist Lyn Alden expressed a similar view in a YouTube podcast released on Saturday. She stated that while "many people describe it as a competitive relationship," she "doesn't agree with that view." Alden pointed out that the recent strong performance of the Bitcoin-to-gold ratio is because Bitcoin has been in a "stagnant period" over the past year, while gold has experienced "its most glorious year yet."

PANews reported on December 28th that the Kobeissi Letter stated on the X platform that the search interest index for "silver" on Google Trends has risen to 83, a record high. Silver prices are projected to surge by 175% by 2025 and are on track for their first eight-month consecutive rise since 1980. This year alone, the market capitalization of gold and silver has increased by $16 trillion.

According to data from SoSoValue, on December 26 Eastern Time, Ethereum spot ETFs recorded a total net outflow of $38.6989 million. On December 26, the Ethereum spot ETF with the highest net outflow was BlackRock's ETF ETHA, with a single-day net outflow of $22.1220 million. As of now, ETHA's historical total net inflow has reached $12.602 billion. Following that was Grayscale's Ethereum Trust ETF ETHE, with a single-day net outflow of $16.5769 million. Currently, ETHE's historical total net outflow has reached $5.099 billion. As of the time of writing, the total net asset value of Ethereum spot ETFs is $17.726 billion, with an ETF net asset ratio (market cap as a percentage of Ethereum's total market cap) reaching 5.01%. The historical cumulative net inflow has reached $12.342 billion.

Deep Tide TechFlow news, December 28, according to SoSoValue data, as of Eastern Time December 26, the total net outflow of Bitcoin spot ETFs was $276 million. On December 26, the Bitcoin spot ETF with the highest net outflow was BlackRock's ETF IBIT, with a single-day net outflow of $193 million; currently, IBIT's historical total net inflow has reached $62.056 billion. Next was Fidelity's ETF FBTC, with a single-day net outflow of $74.3756 million; currently, FBTC's historical total net inflow has reached $12.098 billion. As of press time, the total net asset value of Bitcoin spot ETFs is $113.53 billion, with an ETF net asset ratio (market value as a percentage of Bitcoin's total market cap) reaching 6.49%, and the historical cumulative net inflow has reached $56.625 billion.

ChainCatcher news, according to Arkham data, at 13:30, 219.27 BTC (worth approximately $17.93 million) was transferred from an anonymous address (starting with bc1q3syrk...) to another anonymous address (starting with bc1q8gpw...). Subsequently, this address transferred part of the BTC (14.56 BTC) to another anonymous address (starting with bc1p5dtg...).

ChainCatcher reports, according to Arkham data, at 13:36, 19,229.37 BNB (worth approximately $16.2 million) was transferred from ListaDAO to an anonymous address (starting with 0x04Cf...).

PANews reported on December 28th that, according to Crowdfund Insider, Coin Metrics' "2025 Digital Asset Report" points out 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 expands and the market matures, capital may concentrate on "mature assets with stronger liquidity, clearer fundamental demand, more robust token economic structures, and better product-market fit," rather than broadly diversified investments. The report also noted that Bitcoin's market share "climbed 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 about 73% of the total market capitalization.

PANews reported on December 28 that, according to SoSoValue data, on December 26 (Eastern Time), the Ethereum spot ETF saw a total net outflow of $38.6989 million. The Ethereum spot ETF with the largest net outflow on December 26 was the BlackRock ETF ETHA, with a single-day net outflow of $22.122 million. The total historical net inflow for ETHA is currently $12.602 billion. The second largest outflow was from the Grayscale Ethereum Trust ETF (ETHE), which saw a net outflow of $16.5769 million in a single day. ETHE's total historical net outflow has now reached $5.099 billion. As of press time, the Ethereum spot ETF has a total net asset value of $17.726 billion, with an ETF net asset ratio (market capitalization as a percentage of Ethereum's total market capitalization) of 5.01%, and a historical cumulative net inflow of $12.342 billion.

Deep Tide TechFlow News, December 28 – According to Forbes, Sandy Carter, COO of Web3 domain service provider Unstoppable Domains, authored an article titled 'Is $87,000 Bitcoin a Bear Market or a Buying Opportunity?' The article points out that while gold and silver prices are rising, the decline in cryptocurrency prices may signal a deeper bear market, or it could just be a brief pause before a long-term uptrend. Analysts and institutions hold differing views on the true state of the current market. For Bitcoin treasury companies, it is currently necessary to monitor positions and set investment limits. Typically, the investment allocation ratio is 1–5% of the corporate treasury. If considering entering the market, it is recommended to adopt dollar-cost averaging for investments. If the investment scale exceeds 2% of liquid assets, it is advised to wait until ETF fund inflows turn positive before entering. Sandy Carter also mentioned that attention can be paid to the Federal Reserve starting to cut interest rates after maintaining high rates, as Bitcoin responds more strongly to a loose monetary environment than to inflation data.

ChainCatcher news, AISIM Foundation announced that it will collaborate with the World Friendship Foundation (WFF) for its official launch in 2026. This partnership will further strengthen the implementation of the AISIM project as the core of the next-generation "lifestyle infrastructure × Web5" model within the WFCA ecosystem, which is built on the concept of "World Friendship." By integrating decentralized networks with real-life infrastructure, it aims to drive the expansion of the WFCA stablecoin economic sphere. AISIM, as an "AI + communication" project that uses eSIM communication as an entry point to connect to Web5, is continuously expanding its community, focusing on Southeast Asia and Africa. Starting from "communication used daily," AISIM builds user pathways that allow anyone to naturally participate in Web5, aiming to scale the real-world usage of AISIM communication services and AI Agent services. AISIM stated that it will continue to leverage real assets and daily usage pathways to promote the social implementation and application expansion of the WFCA ecosystem.