Planet Morning News

2026-01-05 01:30

1. WLFI: The governance proposal to unlock part of the treasury funds to incentivize USD1 adoption passed with 77.75% approval;

2. A member of the Aave Labs team stated that token buybacks themselves do not create value and should be seen as a supplementary measure rather than a long-term plan;

3. The Head of Advisory at Blockworks pointed out that protocols should prioritize using revenue for ecosystem growth over token buybacks;

4. The Chief Investment Officer of Arca believes that the biggest risk for MSTR lies in a significant rise in BTC price while its stock price stagnates;

5. PwC intensifies its focus on the crypto space, with the shift in regulatory environment becoming a key driving factor;

6. 10x Research stated that the current market is accelerating the elimination of indecisive traders;

7. Data shows that the top 100 publicly listed holding companies collectively hold 1,090,949 BTC, with only 5 companies choosing to increase their holdings in the past 7 days;

8. Blue Origin announced it will accept ETH payments for space travel-related expenses;

9. Analysis indicates that the structural weakness of the Japanese Yen may give Metaplanet a lower Bitcoin financing cost advantage compared to its US-based peers;

10. Data shows that the market share of stablecoin issuance on the Ethereum network exceeds 54%, significantly higher than ecosystems like TRON, Solana, and BSC;

11. Analysis suggests that Strategy could potentially record billions of dollars in losses if BTC declines in Q4 2025, thereby erasing the $2.8 billion profit from Q3.