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DRAM Shortages, Bitcoin Support, and Global Policy Shifts...
Dimanche 14 décembre 2025 à 10:51
Global Economic Landscape
China’s 2025 Growth Surpasses Forecasts
China reported a robust expansion in 2025, with GDP projected to near 140 trillion yuan and key indicators such as employment and exports exceeding expectations, according to senior official Han Wenxiu at the China Economic Annual Conference. The briefing highlighted accelerated advances in artificial intelligence, biomedicine, and robotics, positioning China among the world’s front‑runners in high‑tech productivity. Moreover, reforms aimed at curbing cut‑throat competition and strengthening the unified national market were credited with stabilising corporate cash flows and averting systemic financial risk.
China Daily
Japan’s Rate Hike Poses New Headwinds for Bitcoin
The Bank of Japan is set to raise its policy rate by 25 basis points to 0.75 %, a 30‑year high that could tighten global liquidity and pressurise the bitcoin market, which has historically reacted negatively to a stronger yen. Analysts note that higher Japanese rates may reduce the attractiveness of yen‑funded carry trades that have historically buoyed crypto prices, potentially adding downside pressure to BTC as investors reassess risk‑on positions.
CoinDesk
U.S. Crypto Market‑Structure Bill Likely Delayed Until 2026
Negotiations in the Senate over the long‑awaited crypto market‑structure legislation have stalled, with key disagreements on ethics rules, stablecoin yield ties, and regulator powers pushing any final vote into January 2026. Industry insiders, who reviewed a draft in a White House meeting, warn that the delay could sustain regulatory uncertainty for exchanges and custodians, dampening institutional inflows at a time when capital is shifting toward digital assets.
CoinDesk
Technology and Supply‑Chain Dynamics
SK Hynix Warns DRAM Supply Will Lag Demand Through 2028
SK Hynix’s internal analysis forecasts a prolonged commodity DRAM shortage lasting until 2028, as supply growth fails to keep pace with surging demand from PCs and data‑center servers. The firm cautions that constrained supply will keep DRAM prices elevated, pressuring manufacturers to reassess product roadmaps and potentially passing higher component costs onto consumers.
Wccftech
Apple Faces Premium DRAM Costs After LTA Expiry
Industry chatter reported that Apple’s long‑term agreements for DRAM chips are set to expire in January 2026, opening the door for Samsung and SK Hynix to levy premium rates on the tech giant’s next‑generation devices. Analysts suggest the added expense could be reflected in higher iPhone pricing or tighter margins, underscoring how component‑level contracts can ripple through global consumer‑electronics markets.
Wccftech
Nvidia’s Hopper H200 GPUs Ignite Chinese AI Demand Post‑Ban
Following the U.S. government’s decision to lift the ban on older Hopper‑based GPUs, Nvidia is witnessing “massive” demand for its H200 AI chips in China, according to a Reuters report cited by Wccftech. While the company continues to restrict sales of its latest Blackwell series, the surge in H200 orders signals a renewed appetite for AI acceleration hardware in the Chinese market, with implications for global semiconductor supply chains.
Wccftech
Financial Markets and Crypto Trends
Bitcoin Finds Structural Support Near $80,000
CoinDesk’s analysis identifies three cost‑basis metrics—True Market Mean, yearly volume‑weighted cost basis, and average ETF cost basis—converging around $81,000, providing a solid floor for BTC after its recent rally above $90,000. The alignment of on‑chain investor positions with exchange‑traded fund pricing suggests that a breach below this zone could trigger defensive selling, reinforcing the level as a key structural bull‑market threshold.
CoinDesk
MicroStrategy Remains in Nasdaq 100 Amid Crypto‑Index Debate
Strategy (MSTR) retained its slot in the Nasdaq 100 after the annual reshuffle, despite criticism that its heavy bitcoin holdings make it more of a crypto vehicle than a traditional tech firm. Index provider MSCI is reportedly reviewing the classification of digital‑asset treasuries, a move that could reshape the composition of major benchmarks if firms like Strategy are eventually excluded.
CoinDesk
Brazil’s Itaú Advises Modest Bitcoin Allocation for Hedge
Itaú Asset Management, Brazil’s largest private manager, recommends investors allocate 1‑3 % of portfolios to bitcoin as a hedge against currency depreciation and market shocks, echoing similar guidance from Bank of America and BlackRock. The stance reflects growing acceptance of crypto’s low correlation with domestic assets, even as price volatility remains elevated around the $90,000 mark.
CoinDesk
2025 Seen as Test Year for Crypto IPOs, 2026 the Real Trial
Legal partner Laura Katherine Mann characterises 2025 as a “test‑case” for crypto initial public offerings, citing a surge of listings from firms like Circle, Bullish, and Gemini. She warns that the true test will arrive in 2026, when the market must prove that crypto‑focused companies can meet the rigorous standards of public‑market investors beyond speculative hype.
CoinDesk
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