Friday Forecasts: 26/12/25
December 26, 2025
Your weekly pulse on markets, narratives, protocols, and policy.
Market Pulse
Grayscale Solana Trust ETF to change name to Grayscale Solana Staking ETF
Grayscale Solana Trust ETF (NYSE Arca:GSOL) will change its name to Grayscale Solana Staking ETF, according to a statement released Tuesday by Grayscale Investments Sponsors, LLC, the fund’s sponsor. The name change is expected to take effect on or about January 5, 2026.
Metaplanet opens global capital doors with dividend-paying Bitcoin shares
The largest Bitcoin-owning company in Japan, Metaplanet, has approved a restructuring of its capital structure, enabling fundraising through dividend-paying preferred shares for institutional investors.
Investors approved five initiatives to bolster the firm’s preferred-share issuance authority, create new dividend arrangements, and permit participation from overseas institutions, according to Dylan LeClair, the company’s Bitcoin strategy director.
Narratives to Watch
Crypto altseason unlikely in 2026 as ‘blue-chip survivors’ to win out: Analyst
CoinEx’s Jeff Ko tells Cointelegraph there likely won’t be an altseason in 2026 as liquidity will flow into the top cryptocurrencies. The typical altcoin rally is likely to wane next year, with only “blue chip” cryptocurrencies seeing the lion’s share of liquidity, says CoinEx Research chief analyst Jeff Ko.
$90K BTC vs. record gold price: 5 things to know in Bitcoin this week
Bitcoin counts down to Christmas at a crossroads with bulls and bears locked in a struggle for control. Bitcoin price targets become increasingly divergent as frustration builds over the lack of a breakout. Japan ruffles feathers with record bond yields as gold and silver smash all-time highs.
Protocol Watch
Pi Network Takes a Major Step Toward Europe: MiCA Filings Hint at Exchange Listings and Regulatory Readiness
Pi Network has taken a significant step toward regulatory alignment in Europe by submitting its whitepaper and disclosure documents under the European Union’s Markets in Crypto-Assets regulation, commonly known as MiCA. The filings reportedly cover key areas such as Know Your Customer procedures, risk disclosures, token issuance frameworks, and self-custody wallet management.
Ethereum’s Glamsterdam Upgrade and EIP-7732 Mark a Major Leap for Scalability
The developers of Ethereum are planning the Glamsterdam upgrade which will take place at the end of 2025 as one of the major milestones in the long-term roadmap of the network. The upgrade works on the enhancement of the scalability, security, interoperability, and general user experience. One of the most influential Ethereum Improvement Proposals that have been introduced in the recent years and lie at the center of this shift is EIP-7732.
Regulatory Radar
Crypto may enter insurers’ portfolios as Hong Kong reviews capital rules
Hong Kong’s insurance regulator is reportedly weighing a proposal to let insurers invest in cryptocurrencies with a 100% capital charge.
The Hong Kong Insurance Authority is reportedly proposing to allow insurance capital allocation to cryptocurrencies and infrastructure projects.
Indonesia lists 29 licensed crypto platforms as global exchanges explore market
Indonesia’s OJK has identified 29 licensed digital asset and crypto trading platforms, just weeks after tightening digital asset rules. Indonesia’s Financial Services Authority (OJK) has published a whitelist of 29 licensed crypto platforms, officially spelling out which exchanges are legally allowed to operate in the country.
Moonrig Perspective
Markets are maturing — and so are narratives.
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