Grab your coffee and buckle up.
From the SEC tearing up the old rulebook with Project Crypto, to Bitcoin quietly stacking in Saylor’s vault, to billionaire Chamath Palihapitiya jumping back into big-ticket investment deals, it’s a market full of action.
Let’s dive in.
SEC rolls out ‘Project Crypto’ to rewrite rules for digital assets
The SEC finally snatched the leash on regulation with Project Crypto, a full-tilt, agency-wide initiative to drag digital-asset oversight into the 21st century.
We’re talking unified licensing across asset types, crystal-clear market structure separating commodities from securities, and legal breathing room like exemptions and grace periods for startups and ICOs.
Atkins and the crew are tearing down the old enforcement walls, making way for on-chain trading and self-custody to be written into law as rights, not risks.
The goal?
Keep DAOs from going underground just to dodge rules.
The bottom line?
This isn’t SEC by enforcement, it’s SEC by foresight, a bold play tearing down the regulatory dogcatcher’s fence so innovation can run unchained.
For Bitcoin, the door just opened to a bigger stage, and the crowd hasn’t even noticed yet.
Markets Cheer Powell’s Hint at Rate Cuts
Jerome Powell’s Jackson Hole speech gave investors what they wanted: a signal the Fed is leaning toward cutting interest rates.
Wall Street erupted, with the Dow Jones surging 846 points to a record high, the S&P 500 jumping 1.5% for its best day in months, and the Nasdaq up nearly 2%.
Futures point to the ASX opening higher too, set for a 0.9% bounce at the open.
Globally, markets across Asia and Europe followed suit, reflecting relief that cheaper money may be on the way.
For risk assets like Bitcoin, this backdrop is fuel.
Institutional interest continues to grow, with over 297 public entities now holding BTC, more than double June’s figure.
Bitcoin Could Hit $1 Million by 2030
Coinbase head honcho, Brian Armstrong, just dropped a bold prediction: Bitcoin could hit $1 million by the end of the decade.
He didn’t whisper this; he said it outright on the “Cheeky Pint” podcast.
Here’s What’s Fueling That Million-Dollar Call
→ Regulatory clarity is finally showing up, and the U.S. is acting as the bellwether for the G20. Armstrong flagged the Genius Act and a Senate market structure bill as potential game-changers “fingers crossed we see movement by year-end.”
→ The U.S. is even holding a Bitcoin reserve now something that would’ve seemed laughable five years ago. That shift alone amps up confidence in long-term
→ Institutional demand is waking up. Right now, major funds only hold around 1% in BTC, but the idea is once rules clear up, that number could climb fast.
The Pushback You Shouldn’t Ignore
- A crypto analyst shot back, “Let’s try and hold $124K first, guys.” Bitcoin’s already given up ground after topping $124K and until it stabilizes, million-dollar dreams stay speculative.
Bottom Line
Armstrong isn’t the only one with a seven-figure Bitcoin call. Cathie Wood and Jack Dorsey are in the same camp, and some ARK scenarios even stretch higher.
But let’s be real: $1M Bitcoin is bold. Maybe even possible. But the market hasn’t priced it in yet.
The real drivers to watch are regulatory clarity, ETF flows, and institutional allocation. Until those foundations are stronger, $1M is more of a headline than a trade.
If you want exposure to Bitcoin without betting the house, BostonTrading’s diversified crypto fund might be worth a look. We manage the risk, still hold significant BTC, and balance it with broader market exposure.
Book a call with our team to see if it fits your portfolio.
Chamath’s Back: SPAC King Returns with $250M Blank-Check Bet
Chamath Palihapitiya, famous for leading the SPAC boom, is back with a fresh $250 million play.
For the uninitiated, a SPAC (Special Purpose Acquisition Company) is a kind of “blank-check company” that raises money on the stock exchange, then uses it to merge with a private business and take it public.
A shortcut around the traditional IPO process.
Chamath’s new SPAC, American Exceptionalism Acquisition Corp A (AEXA), is targeting high-growth sectors like decentralized finance, AI, energy, and defense.
He’ll serve as chairman, with Social Capital’s Steven Trieu as CEO, and the listing is set for the NYSE under ticker AEXA.
Why This Matters (and Why You Should Care)
- He’s doubling down on DeFi and AI, betting that the fusion of digital finance and traditional systems is where the next big gains hide. Circle’s public debut is his proof point for how DeFi can muscle into mainstream financial markets.
- No sweeteners this time, no warrants for early buyers. Shares only vest if the stock hits a 50% premium above the $10 IPO price. That’s incentive alignment, not hype.
- He knows the street’s seen pain. Earlier SPACs under his belt delivered mixed results. Some winners like SoFi, but plenty of flops and shutdowns. Retail investors? He’s letting them know this ride isn’t for the faint of heart.
Stablecoins Could Reshape U.S. Debt Markets
Coinbase analysts say the stablecoin market could swell to $1.2 trillion by 2028, nearly five times bigger than it is today.
That kind of growth would push billions into the U.S. Treasury bills each week, which could lower borrowing costs.
But if investors suddenly cash out, it might have the opposite effect and tighten liquidity.
MetaMask Joins the Stablecoin Race
MetaMask is preparing to launch its own digital dollar, mUSD, later this year with partners M0 Protocol and Stripe’s Bridge. The move shows how fast the stablecoin space is expanding, especially now that new U.S. rules are giving companies more confidence to issue them.
Happy New Year and an even happier 2026 for crypto!
As we step into the new year, a hidden detail in Trump’s “Big Beautiful Bill,” signed on July 4, 2025, could reshape global money flows.
Tucked inside is a new 1% tax on remittances.
These remittances include cash sent abroad to friends and family via money orders, checks, and services like Western Union and MoneyGram.
And it affects millions of Americans.
The U.S. sends nearly $90 billion a year in remittances, a lifeline for families overseas.
If you add in wire transfer fees of $35–$50 per send, prices on small transfers quickly balloon into double-digit costs.
This heartfelt tradition has been going strong for 44 uninterrupted years, save brief pauses during the 2008 financial crash and the COVID-19 scare.
Sending $500 could mean losing 12% just in charges.
But here’s the twist: crypto sidesteps the tax.
Bitcoin and stablecoins aren’t covered, making them cheaper, faster, and tax-free for cross-border payments.
From January 1, 2026, this could spark a major shift.
Everyday families may turn to crypto not for speculation, but for something far simpler.
Sending money home without getting clipped.
The real kicker?
If Western Union or MoneyGram adopt stablecoins, remittances could move from a high-cost burden to a frictionless, global standard.
That’s not just change, it’s a revolution wrapped in a New Year’s bow.
Beyond Crypto: Investments That Matter
At BostonTrading, we’re committed to ethical investing because this is the only planet with treats.
That’s why we’ve backed SolarCloud, a “virtual solar” company making clean energy accessible everywhere.
Traditionally, you’d need panels on your roof to cut bills and go green.
With SolarCloud, the panels are in the outback and anyone, from Sydney to Stockholm, can tap a button and own solar instantly.
No roof required.
Decentralised, fractional, digital, borderless.
It’s clean energy, redesigned for the internet age.
Quick explainer (60 seconds): Watch here
Renting? No problem. Own as few or as many solar panels as you want.
Moving house? Your solar comes with you.
Multiple properties? Covered.
Any energy company, anywhere in the world.
We here at BostonTrading have already invested in SolarCloud because we believe in long-term, responsible growth. If you’d like to explore an environmentally-friendly investment yourself, reach out to john@solarcloud.com.au
Until next time!
That’s all for this mid-way market update. We will soon have more news for you from our adventures in CoinFest Asia, the world’s largest crypto event, as well as month-end price updates, pretty charts and more puppy pictures.
Remember, you can book in anytime for a chat with one of the team, and yes, we *are* happy to do three-way calls with you and your auntie who doesn’t know her BTC from an XYZ, but she just wants to get better returns than the stock market
We are happy to do calls in English, Bahasa Indonesia, Polish, Mandarin Chinese and even Australian
See you soon
Jeremy
