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The team #Amazon Web Services presented a new generation of AI chips #Trainium3 and revealed details about Trainium4, which will be able to work alongside graphics processors #NVIDIA . The company announced this at the AWS re:Invent 2025 conference.

Trainium3 UltraServer became a key upgrade in the lineup. It received a chip manufactured using a three-nanometer process and an improved AWS network architecture. The system provides more than a fourfold increase in training speed and memory capacity compared to the previous generation.

Thanks to this, it is suitable not only for training models but also for handling peak loads of AI applications.

Developers emphasized that the improvements are aimed both at speeding up operations and reducing costs for customers. According to AWS, Trainium3 is already being used by Anthropic, Karakuri, SplashMusic, and Decart, which have recorded reductions in costs for deploying AI models.

Team #Uniswap Labs $UNI added a financial service #Revolut to the list of available solutions for deposits in the web application and wallet. Now users can buy cryptocurrencies using the balance or Revolut card directly in the Uniswap ecosystem.

Uniswap noted that the Revolut audience has over 65 million users, and the service supports over ten fiat currencies. Additionally, through the neobank, users can purchase assets such as Ethereum $ETH and $USDC on the Ethereum network, $POL on the Polygon network, and other popular tokens.

Currently, Revolut does not support the sale of cryptocurrency for fiat. However, this feature is expected in the future. To sell digital assets, other providers can be used in Uniswap applications.

«Fair value» $BTC is approximately $165,000

According to a model based on global liquidity, Bitcoin is trading at about a 47% discount to its ‘fair value’ — the model indicates a zone around $165,000 as the balancing level.

In the opinion of the model's author, ‘it will no longer be possible to keep the price below this level for long.’

The cryptocurrency exchange #Kraken acquired the Backed Finance platform — an issuer of tokenized assets that provides access to shares and #ETF through digital tokens backed by real assets at a ratio of 1:1. This was stated in a comment to Bloomberg by the co-head of the exchange, Arjun Sethi.

At the time of the announcement, Kraken was already offering a range of products #Backed , including tokens #xStocks — instruments for investing in over 60 stocks and exchange-traded funds. After the deal is completed, these assets will be integrated into the exchange platform.

According to Kraken representatives, the acquisition of Backed Finance is part of a broader strategy for the development of the tokenization of assets.

Bloomberg noted that the company holds the second position in the market for tokenized public stocks with a share of about 23%. Among Backed's products are xStocks tokens, which cover the most popular instruments of the traditional market, including stocks of technology giants and ETFs.

Bank of America (#BofA ) stated that clients of the Merrill, Bank of America Private Bank, and Merrill Edge divisions should consider including cryptocurrencies in their investment portfolios. The company officially recommends a share of 1% to 4%, depending on the investor's risk tolerance.

According to him, the recommendation emphasizes 'regulated instruments, balanced distribution, and a clear understanding of opportunities and risks'.

Starting January 5, 2026, the bank will begin covering four $BTC -#ETF : Bitwise Bitcoin ETF (#BITB ), Fidelity Wise Origin Bitcoin Fund (#FBTC ), Grayscale Bitcoin Mini Trust (BTC), and iShares Bitcoin Trust (IBIT) from BlackRock.

He added that the lower limit of the range at 1% is more suitable for conservative investors, while the upper limit of 4% is for those willing to take on a higher level of risk.

Company #IREN , which builds infrastructure for Bitcoin mining $BTC and data centers, announced its intention to raise up to $2 billion through a private placement of convertible bonds.

This concerns the issuance of $1 billion in convertible bonds maturing in 2032 and $1 billion in bonds maturing in 2033, the company reported. Additionally, initial buyers may redeem up to $300 million in bonds of both series.

This category of securities will be unsecured and interest-bearing, and investors will be able to convert them into common shares of IREN or demand cash redemption under certain conditions. The company will also have the option to redeem the bonds early if its stock price exceeds 130% of the conversion price.

At the same time, IREN plans to conduct a stock issuance in the format of a registered direct offering to finance the buyback of part of the existing debt instruments — convertible bonds from 2029 and 2030.

#BTCmining #datacenter

One of the largest asset management companies #Vanguard will launch cryptocurrency trading #ETF and mutual investment funds on its platform. This was reported by #Bloomberg .

New positions will be available starting Tuesday, December 2, 2025. This move is expected to open access to cryptocurrency products for about 50 million brokerage clients with total assets of over $11 trillion.

Previously, Vanguard described cryptocurrency and related derivatives as too speculative for large portfolios. Even the new CEO of the company, Salim Ramji, opposed the listing, although he holds more liberal views on the industry compared to his predecessor, Tim Buckley.

The prediction market #Kalshi has launched support for tokenized versions of event contracts, allowing users to buy and sell them on the Solana network $SOL . This is the company's step towards attracting crypto traders who actively operate in prediction markets and provide high trading volumes, experts believe.

Tokenized bets fully replicate standard Kalshi contracts but are issued in the form of digital assets on the blockchain. This format allows users to trade anonymously and move contracts between wallets.

This, in turn, brings the operating model closer to competitor #Polymarket , which is built directly on the blockchain.

The interest of retail investors in cryptocurrencies has noticeably decreased, analysts believe #Santiment . According to their observations, the number of discussions on popular topics that dominated the market throughout 2025 has sharply declined. This may be a sign of a potential market bottom approaching.

In #CryptoQuant , it was stated that there is a record ratio of stablecoins to bitcoin at #Binance . According to experts, reserves on exchanges in bitcoin have fallen to historic lows. The ratio of the first cryptocurrency to stablecoins on the platform is 1.008 — the lowest level since 2018. This indicates that the structure of reserves is currently dominated by the 'buying power' in the form of stablecoins.
#marketupdate

Senior Commodity Market Strategist #Bloomberg Intelligence Mike McGloon stated that Bitcoin could drop to $50,000. According to the expert, the cryptocurrency has proven to be "overvalued" compared to gold — the ratio $BTC / XAU as of December 1 is over 20x, while a fair valuation is around 13x.

The analyst links the situation to the unstable dynamics of the stock market. In particular, he noted that the 120-day volatility of the S&P 500 index is decreasing to a minimum since 2017. This, he says, could signal a new decline in risk assets, among which Bitcoin traditionally reacts first to changes in sentiment.

#BTCto50k #BTCfall

Head of the Solidity Department at Distributed Lab and author of the Circom Witchcraft project Artem Chistyakov presented a new cryptographic protocol ZK #SecretSanta (#ZKSS ), which allows for the game "Secret Santa" on Ethereum $ETH with full privacy and correctness of the process.

At the Ethereum Research forum, he announced the publication of a scientific paper on arXiv dedicated to the implementation of the "true Secret Santa" on the blockchain.

#ZK Secret Santa consists of three steps and uses zero-knowledge proofs (ZKP) to ensure the anonymity of participants and guarantee that no one can choose themselves as the recipient of a gift. The protocol eliminates the need for a centralized administrator and maintains derangement of permutations (where no participant receives themselves).

The main challenges of the game on the Ethereum blockchain are associated with the lack of privacy, the shortage of reliable randomness, and the risk of "double spending."

#ETHupdate

The company #Strategy announced the creation of a dollar reserve of $1.44 billion for future dividends on preferred shares and debt servicing. The firm stated that the fund will be a key element of its financial stability in a volatile market.

In the document submitted to the Commission (#SEC ), Strategy indicated that it intends to maintain the reserve amount with a payment period of 12 months. In the long term, it aims to cover two-year obligations.

The company emphasized that the size and use of the fund remain entirely at its discretion. Conditions may be adjusted depending on market conditions and liquidity needs.

After disclosing information about the reserve, Strategy announced a new purchase of bitcoins. The company acquired approximately 130 $BTC for $11.7 million at an average price of $89,960. Its total asset volume now stands at 650,000 BTC — over 3% of the total bitcoin supply. This is equivalent to approximately $55 billion at the current exchange rate.

According to Michael Saylor, the average purchase price of all bitcoins held by Strategy is $74,436. This means around $7.6 billion in paper profit even after the recent market decline.

The fall of global markets and Bitcoin—explanation from #Bloomberg

Global markets have declined, and along with them, we are tracking the drop in cryptocurrency. Bloomberg cites several key factors that are currently putting pressure on risk assets:

1. Japan unexpectedly shook global markets

- The Bank of Japan signaled a possible rate hike for the first time in many years on December 19.

- The yen strengthened sharply, leading to the closure of carry trades and outflows of Japanese capital from overseas assets—this reduces liquidity and puts pressure on crypto.

- The yield on Japanese bonds has risen to levels not seen since 2008, making local assets more attractive and increasing the flow of capital back to Japan.

2. Investors await important US data #USAdata
Reports on spending, the labor market, and ISM are coming out this week. Large funds are hesitant to increase risk before the figures are published.

3. Uncertainty surrounding the Fed #SEC
The market is awaiting the meeting on December 10 and a possible replacement for Powell. Even with expectations of a rate cut, investors prefer to wait for official decisions.

4. Cooling of AI rally #Aİ
The technology sector is correcting: reevaluation, high costs, MSCI Tech is in the negative for the first time in 7 months.

The difficulty of mining Bitcoin $BTC may increase in December 2025, despite a recent decrease, while the hash rate remains near historical lows.

According to #CoinWarz , the next difficulty adjustment is expected on December 10 at block 927,360, where the difficulty may rise from 149.30 trillion to 154.72 trillion.

The previous adjustment, which took place on November 27, lowered the difficulty from 152.2 trillion to 149.3 trillion, which ensured an average block mining time of around 9.97 minutes, slightly faster than the target of ten minutes.

Despite the decrease in difficulty, the hash rate, which reflects the expected profitability of miners per unit of power, remains at extremely low levels.

According to Hashrate Index, it stands at around $38.6 per PH/s per day at the time of writing, recovering from a low of below $35 recorded on November 21. By comparison, a level of $40 PH/s is considered the breakeven point — the threshold after which miners need to decide whether to "de-energize" their equipment or continue operations.

#BTCmining

The company #BitMine - the largest corporate owner of Ethereum $ETH , purchased 14,618 ETH for $44.3 million. This follows data from the Arkham Intelligence platform.

The average purchase price was $3030 per 1 ETH. It should be noted that Ethereum showed positive dynamics on November 27, 2025, surpassing the $3000 level.

According to Arkham Intelligence, BitMine controls 3.62 million ETH worth a total of $10.9 billion. The company accounts for about 3% of the entire asset supply. At the same time, its portfolio is in the zone of unrealized loss of $3.6 billion.

#Ethereum #buycrypto

The ecosystem $XRP has become one of the most active in the market following the appearance of the first applications for spot #ETF based on the asset in the USA. This was stated by analysts from CryptoQuant.

According to their data, starting from October, XRP reserves on exchanges are consistently decreasing. In particular, on Binance, they have currently reduced to approximately 2.7 billion XRP — one of the lowest levels ever recorded on the platform. Since October 6, 2025, 300 million coins have been withdrawn from the exchange.

Experts believe that part of the transactions may be related to internal operations of the platform, however, they point to a persistent outflow trend. Such dynamics are usually interpreted as a positive signal for the market: investors are moving the asset to private wallets, planning to hold it long-term.

#XRPupdate #longterm #investments

The gas limit in the main Ethereum network blocks $ETH increased to 60 million — the highest level in the last four years. According to data from GasLimit.Pics, in November 2025, more than 516,000 validators supported the increase, surpassing the threshold required for the protocol to automatically raise the limit.

The increase in the limit means that each Ethereum block can now process more transactions — including swaps, token transfers, and smart contract calls. This reduces congestion during peak load periods and allows the network to do more work directly in #L1 .

It should be noted that the initiative to increase the gas limit began in March 2024 when Ethereum developers stated that the increase would help scale the network. Developers Eric Conner and Mariano Conti initiated the Pump The Gas movement, urging solo stakers, client teams, pools, and the community to support the increase in the limit.

#ETHgas #Fusaka #ETHupdate

The cryptocurrency exchange Binance maintains strong positions in the market, controlling large flows of Bitcoin $BTC and Ethereum $ETH , analysts from CryptoQuant reported. Moreover, experts noted that the company has increased its stablecoin reserves to $51.1 billion.

Despite the correction in the cryptocurrency market, the exchange continues to demonstrate high liquidity and user activity. Binance remains the largest centralized platform for both spot and futures trading.

According to analysts, in the context of decreasing overall market activity — spot volumes fell to $65 billion, while futures volumes dropped to $170 billion — Binance recorded $25 billion in spot trades. This is five times more than on other cryptocurrency exchanges.

A similar picture is observed in the futures market. The trading volume on Binance amounted to $62 billion — nearly twice as much as on other platforms. This data reflects the strong demand for Binance's derivative instruments and high trader activity during periods of volatility, according to platform representatives.

According to CryptoQuant, daily flows of Bitcoin and Ethereum to centralized exchanges increased to $40 billion. Of this, $15 billion went to Binance, allowing the platform to outpace Coinbase, which recorded $11 billion.

Chinese technology companies are taking their AI training #Aİ abroad to maintain access to chips from corporation #NVIDIA , writes FT. Editorial sources report that groups like #Alibaba and #ByteDance are using data centers in Southeast Asia to prepare large language models (LLM).

The growing interest in foreign capacities has accelerated after the Donald Trump administration limited the supply of specialized Nvidia H20 chips. According to operators of Singaporean data processing centers, training models on these processors remains possible.

For this, it is necessary that the equipment belongs to companies not from China and formally does not fall under export control. As a result, under the current conditions, analysts are observing a booming growth of infrastructure in Singapore and Malaysia.

#AIwars

The agency #S&P Global Ratings has downgraded the stability rating $USDT to the lowest level of its scale. Experts have questioned the ability of the stablecoin to maintain its peg to the dollar.

The report states that the collateral model includes assets with increased volatility, and the audit of reserves remains limited. Company #Tether rejected the agency's conclusions and stated that they distort the real state of affairs.

S&P noted that part of the USDT collateral is made up of riskier assets such as bitcoin $BTC , gold $PAXG , corporate bonds, and loans. The agency provided a calculation according to which bitcoin accounts for 5.6% of USDT in circulation with an overall collateral ratio of 103.9%.

According to him, a drop in the price of cryptocurrency or the value of other higher-risk assets "may lead to a decrease in the level of collateral".

#stablecoins