[Arthur Hayes Increases Holdings by 550,000 PENDLE and 1.855 Million LDO] On December 26, Arthur Hayes purchased an additional 549,868 PENDLE, valued at approximately $973,000. According to monitoring, 20 minutes earlier, he also increased his holdings by 1.855 million LDO, valued at approximately $1.03 million.
[Huma Season 2 Airdrop Part 2 Open for Claiming] Huma Finance announced that Part 2 of the Season 2 airdrop is now live, and the claiming window will close on January 27 at 5:00 (UTC+8). Eligible wallets that missed claiming in Part 1 can claim during this phase. Liquidity providers who transferred or withdrew locked PST and mPST will have their allocation reduced in Part 2.
[Bitcoin Pulls Back 30%, Potential Tax-Loss Harvesting Opportunity] On December 26, Bitcoin has fallen approximately 30% from its all-time high. Bloomberg reports that this situation is creating a rare tax strategy opportunity. Multiple financial advisors have pointed out that tax-loss harvesting involving digital assets may see a significant increase this year. As of now, Bitcoin has declined about 5% year-to-date, while the S&P 500 Index has risen approximately 18% over the same period. Before the end of the year, some investors may choose to sell Bitcoin positions with unrealized losses to offset capital gains from stock investments.
[Tokenized Commodity Market Reaches $3.93 Billion, Up 11% in the Past Month] According to data from RWA.xyz, as of last Friday, the blockchain-based tokenized commodity market grew by 11%, reaching $3.93 billion. Tether Gold (XAUt) is the largest tokenized commodity, valued at $1.74 billion, followed by Paxos Gold (PAXG), valued at $1.61 billion. Tokenized precious metals enable on-chain transfers and trading outside traditional market hours, but their pricing, liquidity, and redemption still rely on traditional market infrastructure.
[Prediction Markets May See Scale Growth by 2025, 2026 Midterm Elections as Key Milestone] Prediction markets are expected to reach their largest scale in history by 2025, with Polymarket and Kalshi emerging as industry leaders amid capital influx, media attention, and multi-billion-dollar valuations. The 2026 U.S. midterm elections are considered a potential major trading opportunity, where the two companies will need to demonstrate the value of predictions in scaled scenarios. Despite growth in trading volume and user interest, the industry still faces controversies such as the authenticity of trading volume, limited revenue scale, and unclear regulatory boundaries. Meanwhile, platforms like Robinhood and Coinbase are entering the prediction market space, with sports betting and new contract formats raising potential risks of regulation and market manipulation.
[Community Maintains Cautious Attitude Toward Cryptocurrency Market, Traders Shift Strategies to Metal Market] On December 26, Greeks.Live researcher Adam stated that the community holds a cautious to bearish attitude toward the cryptocurrency market, with traders preferring to sell option premiums rather than making directional bets. Key trading activity is concentrated at the December 26 options expiry price of $88,770, with the maximum pain point at $98,134, and a 6-month outlook showing a 2x standard deviation of -$17,000. Meanwhile, market interest is shifting toward the metal market. Traders plan to implement bullish spreads and naked put selling strategies, while avoiding excessive trading during the holiday period. Some are considering transitioning to iron condor strategies to cope with market uncertainties.