Bitget Daily Digest (Dec.30)｜Meta acquires Manus for billions of dollars; RWA protocols become the 5th largest DeFi category; Strategy purchases another 1,229 BTC

Today’s Outlook

1、Delphi Digital: GameFi funding dropped over 55% YoY in 2025, while “Web2.5” games are quietly gaining traction.

2、RWA protocol TVL has surpassed DEXs, becoming the fifth-largest DeFi category.

3、Billionaire Grant Cardone announced plans to launch the world’s largest Bitcoin real estate company in 2026.

 

Macro Market Highlights

1、Strategy purchased an additional 1,229 BTC, bringing total holdings to over 672,000 BTC.

2、Spot gold fell sharply, breaking below $4,350/oz with an intraday drop exceeding $180, or 4%.

3、Cointelegraph: Total crypto market cap fell by nearly $100 billion in the past 19 hours, dropping from $3.02T to $2.93T.

 

Market Overview

1、In the past 24 hours, total crypto liquidations reached $243 million, with $160 million from long positions. BTC liquidations totaled about $82 million, ETH about $56 million.

2、U.S. equities: Dow -0.51%, Nasdaq -0.50%, SP 500 -0.35%. Nvidia (NVDA) -1.21%, Circle (CRCL) -0.94%, Strategy (MSTR) -2.15%.

3、Bitget BTC/USDT liquidation map shows price hovering near 87,200. Heavy short leverage is clustered between 88,000–89,000, where a breakout could trigger a short squeeze; meanwhile, dense long positions sit at 86,000–87,000, implying downside risk if that level breaks.

4、Over the past 24 hours, BTC spot inflows reached $84 million, outflows $118 million, for a net outflow of $34 million.

 

News Updates

1、Cantor Fitzgerald: 2026 may mark an “institutional winter,” with on-chain assets and DeFi emerging as key growth areas.

2、Framework Ventures co-founder: 2026 will see capital concentrate in major tokens, with institutions continuing to allocate into high-quality DeFi projects.

3、Dragonfly partner predicts BTC could exceed $150,000 by end-2026, though market dominance may decline.

4、South Korea’s Supreme Court upheld a four-year prison sentence for a crypto exchange employee who assisted North Korean hackers in recruiting a South Korean army officer.

 

Project Updates

1、Eclipse (Ethereum L2) founder Neel Somani stepped down as executive chairman, effective October 2025.

2、Meta acquired the AI application developer Manus for several billion dollars.

3、Tokenized equity market cap reached a record $1.2 billion.

4、BlackRock’s tokenized money market fund BUIDL has distributed over $100 million in cumulative yields.

5、U.S. spot XRP ETFs recorded net inflows of $8.44 million in a single day.

6、Sky Protocol repurchased 29.3 million SKY last week, with total buybacks exceeding 96 million USDS.

7、Lookonchain data shows BTC and ETH ETFs recorded net outflows of 3,495 BTC ($306M) and 17,969 ETH ($52.74M) respectively, with 7-day cumulative outflows of 8,778 BTC ($768M) and 29,287 ETH ($859.6M).

8、USDC Treasury minted 76 million USDC and burned nearly 168 million USDC on Ethereum.

9、Trend Research added over 46,000 ETH in a single day, lowering its average cost to approximately $3,105.5, with unrealized losses of about $110 million.

10、WLD treasury firm Eightco announced a share repurchase plan of up to $125 million.

 

Disclaimer: This report is generated by AI and is for informational purposes only. It does not constitute investment advice.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.