Tom Lee at Binance Blockchain Week says: - There is no longe | KaiZXBT on Binance Square

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Tom Lee at Binance Blockchain Week says:- There is no longer a four-year cycle for BTC.
- The S&P 500 will rise next year.
- BTC could reach $300K and Ether could reach $20K next year.
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Can Solana and Revolut Challenge Ethereum by 2026? The year 2025 marks a major turning point for blockchain adoption. Crypto assets are becoming institutionalized and increasingly integrated into real-world use cases, especially payments. With over 30,000 active monthly developers and strong growth in full-time contributors, Layer 1 blockchains are accelerating competition to capture new markets. Ethereum leads with 3,778 full-time developers, followed by Solana at 1,276, yet Solana is rapidly gaining ground. A major catalyst came from Solana’s new partnership with Revolut, Europe’s leading digital bank with 65 million users and 15 million crypto accounts. The integration allows users to transfer digital assets through the Solana network with lower fees and higher throughput. Strategically, this highlights Solana’s growing relevance in banking and payments, leveraging its speed, low fees, and high TPS capacity. The timing is notable, arriving less than 48 hours after Ethereum completed its Fusaka upgrade. Despite Ethereum’s Pectra and Fusaka upgrades improving its performance, Solana still processes 47 times more daily non-vote transactions. Ethereum’s seven-day average transactions increased by 180,000 in late November, yet Solana maintains a decisive lead with over 74 million. This strengthens the argument that Revolut’s partnership reflects Solana’s rising dominance rather than coincidence. However, this performance gap is not fully priced in. The SOL/ETH ratio has fallen 20 percent in 2025, its weakest level since the 2022 bear market. As Solana launches an ETF and expands fintech partnerships, 2026 may become the inflection point. The upcoming Alpenglow upgrade in Q1 2026 could trigger a re-rating cycle that narrows the valuation gap and positions Solana closer to Ethereum’s market leadership.

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Ripple CEO Brad Garlinghouse expects Bitcoin to reach 180,000 dollars by the end of 2026. Speaking at Binance Blockchain Week during a panel on the future of crypto, he did not outline specific valuation models but stressed that regulatory progress in the United States will act as a key catalyst for the entire market. Garlinghouse pointed to the long-stalled CLARITY Act, a proposed market structure bill aimed at defining clear rules for digital assets. “We have been pushing for regulatory clarity for crypto in general through what is often referred to as the CLARITY Act,” he said. While he does not expect it to pass this year, he believes “the first half of next year will bring meaningful regulatory approvals that help unlock further momentum for the industry.” Users on Myriad, the prediction market platform from Dastan, share similar skepticism, pricing only a 25 percent chance that the US Senate Banking Committee will approve crypto market structure legislation before 2026. Other panelists were more cautious. Solana Foundation president Lily Liu expects Bitcoin to trade “above 100,000 dollars” next year, while Binance CEO Richard Teng simply projects prices to be “stronger than today.” Garlinghouse’s long-term target comes as earlier bold forecasts from Tom Lee and Michael Saylor approach their deadlines. Lee has already revised his 2024 target lower, while Saylor maintains his view that Bitcoin can still hit 150,000 dollars this year and reach 1 million dollars within eight years. Bitcoin is trading around 92,417 dollars, roughly 27 percent below its all-time high. To reach Garlinghouse’s 180,000-dollar target, BTC would need to rally another 95 percent and firmly break above previous highs.

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If you're still scared, read this:👇 • Retail is already out of the market • The Fed is gearing up for QE • The crypto market bill is nearing approval • Gold looks topped • U.S. stocks are printing new highs The plan for $BTC is simple: $80.6K → 7–12 days of accumulation → $130K. Don’t panic — buy the discount.🚀 source : Nehal X

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Biggest narrative shift by year: > 2020: DeFi Summer (yield farming mania) > 2021: NFT PFPs (apes > fundamentals) > 2022: Bear Market Builders (real utility emerges) > 2023: Ordinals & Bitcoin DeFi (BTC wakes up) > 2024: AI Agents & Onchain Inference (crypto x AI) But look, those narratives have all dropped dramatically, some have even disappeared from the chart. #TrendingTopic

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Crypto ETF Flows Diverge Sharply on December 4 On December 4 (ET), digital asset ETFs showed a clear divergence in capital flows across major cryptocurrencies. Spot Bitcoin ETFs recorded 195 million dollars in net outflows, with all 12 funds seeing zero inflows, reflecting cautious sentiment after the market's recent volatility. Spot Ethereum ETFs also posted negative activity, with 41.57 million dollars in net outflows. Among all issuers, only BlackRock’s ETHA attracted new capital, signaling selective confidence in products backed by large institutional managers. In contrast, alternative asset ETFs saw a more positive trend. The spot XRP ETF recorded 12.84 million dollars in inflows, indicating renewed investor interest. Spot Solana ETFs also brought in 4.59 million dollars, continuing their steady capital inflow despite the broader market challenges.

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