2025-12-30 02:27:34

Today’s market remains relatively calm, with BTC stuck in sideways consolidation, and altcoins collectively under pressure. However, the market is not entirely silent; the privacy sector has emerged as a standout, becoming the most eye-catching main theme.

ZEC and ZBT lead the rally, with ZEC’s short fee rate even dropping to -30%, reflecting intense bullish sentiment. Meanwhile, US stocks weaken, and gold and silver prices plummet, continuing to pressure risk assets.

A particularly noteworthy development is a dark horse in the RWA field. Canton Network’s market capitalization has surpassed $5 billion, with a remarkably strong increase. The logic behind this is solid—top-tier US custodial trusts and clearing companies (Wall Street’s leading clearing institutions) are expected to officially adopt Canton as the infrastructure for tokenized stocks. This is not hype; major players involved include BNP Paribas, Deloitte, CME Group, Goldman Sachs, Broadridge, S&P Global, and Microsoft. Canton aims to build decentralized infrastructure for institutional investors, and once institutional adoption takes hold, the potential is significant.

Today’s Fear & Greed Index is only 23, indicating extreme fear. In such a pessimistic mood, the emergence of structural opportunities just shows that the market is beginning to differentiate—some sectors and projects are bucking the trend and breaking through against the odds.

BTC1,34%

ZEC0,34%

ZBT-6,89%

RWA9,44%

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SchrodingerPrivateKey

· 14h ago

Canton this time is really happening. The big players on Wall Street have all stepped in. Institutional adoption will only truly take off once it is implemented.

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ProbablyNothing

· 14h ago

Extreme Fear Index still finds breakthroughs, this is true skill Canton has indeed shown some potential this time, big players are pushing from behind, but it still depends on the speed of implementation ZEC with a -30 fee rate, how aggressive must the bears be to be forced into this? What are the bulls doing? The privacy track suddenly gained momentum, it feels like the market is looking for a safe haven If institutional-level applications truly take off, Canton’s imagination is definitely more than 5 billion The fact that so many opportunities have emerged during this round of decline indicates that the bottom characteristics are becoming more and more obvious However, with RWA, the key is when it will truly land; we've seen plenty of hype around concepts

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TaxEvader

· 14h ago

Canton is really on fire this time; having Wall Street giants endorse it is no joke. Privacy coins are emerging, but I still think too many people are chasing the high. In extreme fear, we look for opportunities—basically, betting on probabilities. ZEC with a -30 fee rate is a bit aggressive; are the bulls holding on for dear life? Canton's fifty billion just launched but seems to have peaked; I'm a bit unsure. Are institutional investors really entering? Hopefully, this time it won't be another pump-and-dump. The privacy track is rising rapidly; it feels like hype is outweighing fundamentals. I’m optimistic about RWA, but Canton’s rapid rise is a bit alarming. Market segmentation is what it is; only a few can really make money. The VIX being so low makes me more cautious instead. Goldman Sachs and Deloitte backing it up sounds impressive, but what’s the real significance? Canton is running in the race, but it might just be heading toward an ordinary project; need to watch more. Are privacy coins about to turn the corner? Feels like they've been neglected for too long.

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LayoffMiner

· 14h ago

Negative 30% short fee rate is really amazing, this wave of bulls is truly holding on tight I took a look at Canton surpassing 5 billion, Goldman Sachs and Deloitte are involved, if institutional-level implementation really happens, that’s a whole different story Despite the extreme fear index, some people are quietly getting in, this is divergence ZEC is a bit interesting this time, but I still want to wait and see, afraid it’s just a flash in the pan RWA is indeed the most promising line right now, much more reliable than the chaotic speculation on L2

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SmartContractRebel

· 14h ago

Canton this time is really different, all the big players from Wall Street have come, this is what you call truly institutional-grade application. Extreme fear is actually the best entry signal, those who know how to play are quietly bottom-fishing. The detail of ZEC negative fee rate is amazing, bulls are holding on stubbornly, quite interesting. During this period of BTC volatility, privacy tracks and RWA are the real breakthroughs, this is called differentiation. Canton's fifty billion USD, how long has it been? Once institutions really arrive, it's a completely different level. Hmm, wait a minute, why do both US stocks and gold fall when the market drops? Risk assets really can't withstand this. Will privacy coins be targeted if they rise this time? The highlight moments are often when risks emerge.

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FlyingLeek

· 14h ago

The privacy track is really taking off, with negative fees for ZEC appearing. This shows that the bulls and bears are truly tearing apart, quite interesting. I need to think more about Canton’s operation. If Wall Street folks really start using it, the imagination is definitely there. Opportunities can still emerge even under extreme fear, indicating that not all coins deserve to fall. This round is quite interesting, but I still can't quite understand when RWA will truly be implemented. ZEC is really going against the trend; while others are under immense pressure, it has managed to stand out.

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rekt_but_resilient

· 14h ago

Canton really has something this time, Wall Street folks are all here, and the institutional adoption is taking off ZEC negative fee rate is incredible, the bulls are so fierce that it indicates someone is betting big Extreme fear is actually a bottoming signal, not many people are currently betting on the privacy track Breaking through 5 billion and still rising, this logic is indeed solid, not just hype from a project BTC is still fluctuating, save your breath, money is flowing into RWA I'm optimistic about the Canton track, if it really gets institutional liquidation, that would be incredible Market segmentation is so obvious, you need to find the right track, not all coins can break through The fear index is so low that it actually reveals real opportunities, this time is different The privacy track is rising, it finally woke up after sleeping too long Canton ecosystem lineup, even Microsoft is involved, this is not a small play For institutional-level applications to truly land, Canton’s potential is indeed significant, but we still have to wait ZEC’s recent trend is really fierce, the short-selling fee rate has dropped so much, the bulls are not joking

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