Lighter Project Airdrop Expectations Heat Up
The Lighter (decentralized perpetual contract exchange) airdrop event is attracting significant attention. Polymarket's prediction market indicates that the probability of the "Lighter airdrop occurring on December 31" is as high as 89%. Meanwhile, the Lighter points airdrop allocation page has been opened, allowing users to add up to 4 wallet addresses and assign a receiving ratio for each address, with all addresses required to have a Lighter account. The deadline for form submission is December 26 at 22:00; users who do not submit will have eligible airdrops sent to their main account by default.
On-chain data shows that the Lighter token contract transferred approximately 250 million tokens on December 20, accounting for 25% of the total supply. The community generally speculates that this move is to prepare for the upcoming airdrop. As the network upgrade and TGE (Token Generation Event) approach, market expectations for the Lighter year-end airdrop have further strengthened.
Coin-Stock Linkage: Listed Companies Accelerate Digital Asset Holdings
Several listed companies continue to increase their holdings in crypto assets, reflecting a deep integration of traditional finance and blockchain.
SharpLink: As an Ethereum treasury company, it held 863,424 ETH as of December 14, with nearly 100% staked, accumulating 9,241 ETH in rewards. The company's holdings have significantly increased since it launched its ETH treasury strategy in June 2025.
TORICO (listed on the Tokyo Stock Exchange in Japan): Announced a fundraising of approximately 4.7 billion yen (about 30.17 million USD), all to be used for purchasing Ethereum. This plan will be executed through an investment fund in collaboration with Mint Town, which is expected to become TORICO's largest shareholder.
MemeStrategy (listed on the Hong Kong Stock Exchange): Completed a share issuance raising approximately 84.07 million HKD, disclosing an increase of 2,440 SOL this week, bringing total holdings to 12,290 SOL. The funds will be used for blockchain solutions and exploring real-world asset businesses.
Mangoceuticals (listed on NASDAQ): Announced a partnership with Cube Group to advance a SOL digital asset treasury strategy worth up to 100 million USD through its subsidiary Mango DAT. Funds will be raised through ATM financing and common stock sales, while also submitting a trademark application for "MULTI-DAT" to expand DeFi plans.
These actions reflect the long-term confidence of listed companies in mainstream assets like ETH and SOL, driving the coin-stock linkage effect.
Latest Regulatory and Policy Developments
Victory Securities Restriction Measures: Starting December 19, "buying restrictions" have been implemented on virtual asset accounts identified as having mainland China IP addresses. Reports indicate that this move responds to the mainland's strengthened regulations on virtual asset trading.
People's Bank of China Credit Repair Policy: The central bank has released a one-time credit repair policy to support individuals whose credit was damaged during the pandemic in rebuilding their credit. Records of overdue amounts not exceeding 10,000 yuan from January 1, 2020, to December 31, 2025, that are paid off by March 31, 2026, will be removed from the credit system. This policy does not require individual applications and will be processed uniformly by the credit center, with phased implementation expected starting in 2026. Additionally, individuals will be able to check their credit reports for free twice in the first half of 2026.
South Korea Central Bank CBDC Progress: According to sources, the South Korean central bank plans to restart the second round of CBDC testing and has sent relevant documents to major banks. The test considers distributing part of government subsidies in digital currency form, aiming to limit the use of subsidies and reduce administrative costs. The previous pilot was suspended due to limited application value and cost burdens.
Upcoming Unlocks: Large Token Releases This Week
According to Tokenomist data, several tokens will see significant unlocks this week, with a total value of approximately 93.28 million USD:
Humanity (H): Approximately 105 million tokens will be unlocked on December 25, accounting for 4.79% of the circulating supply, valued at about 15.12 million USD.
Plasma (XPL): Approximately 88.89 million tokens will be unlocked on December 25, accounting for 4.52% of the circulating supply, valued at about 11.53 million USD.
Jupiter (JUP): Approximately 53.47 million tokens will be unlocked on December 28, accounting for 1.73% of the circulating supply, valued at about 10.35 million USD.
These unlocks may bring short-term supply pressure, and investors should pay attention to market fluctuations.
Overall, the activity level in the crypto market is high at year-end, with airdrop expectations, institutional layouts, and regulatory policies intertwining, which is expected to continue influencing asset price trends.
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