[Comparative Daily News Picks] Bitwise CIO: 2026 will be a record year for crypto ETF capital inflows; Tom Lee's fund analyst: BTC may fall to 60,000 to 65,000 US dollars in the first half of 2026; SWIFT will introduce blockchain ledgers to expand existing financial infrastructure

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【BitwiseCIO: 2026 will be a year of record inflows of crypto ETFs】

Comparative News, Chief Investment Officer of BitwiseMatt HouganHe said that the recent downturn in the crypto market is mainly due to “investors choosing to sell off in anticipation of the upcoming four-year cycle” and the “1011 market crash”. Once these negative factors dissipate, the market will rebound. Furthermore, Matt Hougan pointed out that the development trajectory of crypto ETFs is “extremely optimistic”. Some large brokerage firms have begun to enter the market. It is expected that 2026 will be a record year for crypto ETF capital inflows. As unique factors such as tokenization and institutional adoption become the main driving force for prices, the cryptocurrency market will gradually mature according to its own fundamentals.

【Tom LeeAffiliated fund analyst: BTC may fall to 60,000 to 65,000 US dollars in the first half of 2026]

Comparative news, Tom Lee's fundFundstratSean Farrell, head of cryptocurrency strategy, stated in the “2026 Cryptocurrency Outlook” report, “Although I think Bitcoin and the entire crypto market will still have strong favorable factors in the long term, and support driven by liquidity is expected to appear in 2026, we may still need to absorb a number of risks in the first quarter/second quarter of 2026, which may bring more attractive entry points.

My benchmark judgment is that there was a more significant decline in the first half of 2026. Bitcoin could drop to $60,000—$65,000, Ethereum could drop to $1,800—$2,000, and SOL could drop to $50—75. These prices will provide a better opportunity for the layout before the end of the year. If this judgment turns out to be wrong, I'm still more inclined to maintain a defensive posture and wait for confirmation signs of a stronger trend. Bitcoin's year-end target is around $115,000, and Ethereum's year-end target is likely to reach $4,500.

Under this framework, the relative strength of ETH will become more prominent. I think this is reasonable because Ethereum has more favorable structural capital flow characteristics, including no miner selling pressure, not being affected by MSTR related factors, and relatively low concerns about quantum risk.”

【SWIFTBlockchain ledgers will be introduced to expand existing financial infrastructure]

In comparison, Swift officially announced that it is cooperating with more than 30 banks around the world to promote the design of blockchain-based ledger systems with the aim of expanding existing financial infrastructure and supporting large-scale tokenized asset circulation. Swift said the ledger will record and verify transaction sequences through smart contracts to operate in parallel with existing systems, solve the fragmentation problem of digital finance, and improve the efficiency of global cross-border payments and asset transfers.

[Crypto industry supporter, US senatorCynthia Lummis[Announced that they will not run for re-election]

Comparing news, Wyoming Republican Senator Cynthia Lummis (Cynthia Lummis), who has been promoting cryptocurrency legislation for a long time, announced that she will not seek re-election and that her term will end in January 2027. Loomis is the chairman of the Senate Banking Committee's Digital Assets Subcommittee and has been at the center of congressional crypto regulatory legislation for many years, and has promoted crypto tax reform and Trump's strategic Bitcoin reserve legislation. She said that although she is no longer running for election, she will continue to focus on promoting important legislation in 2026.

[Citi lowered target share prices for some crypto stocks, but is still optimistic about the industry]

Comparing news, Wall Street Bank Citigroup (Citigroup) updated its digital asset stock report and lowered target share prices for some crypto stocks. The crypto market has generally declined recently, but it remains optimistic about this sector. Analyst Peter Christiansen and his team said in a Friday report: “Despite the recent increase in token volatility, we are optimistic about digital asset stocks.” Circle Financial (CRCL), the issuer of the USDC stablecoin, is still Citi's preferred stock, and the team reiterated its target price of $243, even though the stock recently dropped sharply to its current price of $83.60.

Christiansen's next choice of stocks was Bullish (BLSH) and Coinbase (COIN). “We believe BLSH is well-positioned to benefit from increased participation from institutional investors (particularly the US) and traditional finance (TradFi),” he said. BLSH's price target was lowered from $77 to $67, but there is still significant room for growth compared to the current $44. COIN's price target remains at $505, and the current share price is $242. MicroStrategy (MSTR), rated as a “buy”, recently dropped to around $160, and its price target was also lowered from the previous price of $485 to $325, but it still suggests about 100% upward potential.

[AmericaSECSeek to ban former core FTX executives from serving as directors or executives of listed companies for 8-10 years]

Comparatively, the US Securities and Exchange Commission (SEC) has today submitted a “final consent judgment” proposal against Caroline Ellison, former CEO of FTX affiliate Alameda Research, Gary Wang, former chief technology officer of FTX, and Nishad Singh, former chief engineer.

According to the settlement agreement, Ellison agreed to accept a 10-year ban on executives and directors, while Wang and Singh agreed to an 8-year ban. None of the three have denied the SEC's allegation that they violated the anti-fraud provisions of the securities law. The case stemmed from fraudulent investor practices that were revealed after FTX went bankrupt in November 2022.

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