Crypto.com has established an internal market-making desk for its prediction markets to improve liquidity, tighten spreads and reduce slippage on event-based contracts. The move, disclosed to the US Commodity Futures Trading Commission (CFTC), recruits quantitative, risk-neutral traders to provide continuous buy/sell quotes for North American outcome-based derivatives such as sports and other event contracts. Crypto.com says the internal desk will operate under the same rules as external market makers, will not receive proprietary customer order flow or a "first look," and is intended as infrastructure to stabilise markets rather than a profit-seeking proprietary trading operation. Bloomberg reporting and a job posting describe the role as focused on predictable fee income, handling volume surges, and maintaining market quality—mirroring industry activity at regulated Kalshi and decentralized Polymarket where internal or external liquidity teams are used. The development addresses standard conflict-of-interest concerns; Crypto.com emphasises transparency, CFTC oversight and parity between internal and external liquidity providers to preserve fairness and market integrity.
World Liberty Financial (WLFI) has kept roughly 3% of its supply linked to TRON founder Justin Sun blacklisted and immovable three months after a troubled September launch, on-chain analytics firm Bubblemaps reported. Sun held about 3% of WLFI with only ~20% unlocked at launch. The frozen holdings have lost an estimated $60 million in unrealised value. WLFI’s debut featured distribution confusion — community allocation expected at 5% but only ~4% went live due to lockbox mechanics, and liquidity/marketing allocations clarified later to ~2.8%, pushing effective circulating supply toward ~6.8%. Other large allocations (10% ecosystem fund, 7.8% to Alt5 Sigma) were reportedly unlocked without vesting. Early on-chain movements tied to Sun moved roughly $9 million of WLFI via HTX and Binance. Project maintainers flagged unusual activity and used a guardianSetBlacklistStatus function to freeze the associated wallets. The token launched at $0.20 with an implied market cap near $1 billion, saw very high initial volume and mechanical-looking price action, then declined steadily. Community reaction split between support for a freeze to prevent insider selling and criticism that it violated investor rights; Sun denies intent to sell and has publicly requested unfreezing. Traders should watch any changes to blacklist status, additional token unlocks, exchange handling of liquidity allocations, and on-chain transfers — each could trigger sharp short-term volatility in WLFI. Primary keywords: WLFI, Justin Sun, token freeze, blacklist, token launch. Secondary keywords: TRON DAO, frozen holdings, paper losses, on-chain analytics, liquidity allocation.
On-chain monitors (Whale Alert) reported that the USDC Treasury executed an on-chain burn on Ethereum that reduced USDC circulating supply by roughly 50–55 million tokens (≈$55M). Reports differ slightly on the exact amount—one said 55,000,000 USDC (~$54.99M), another cited 50,000,000 USDC—while neither provided a stated rationale, timing details, or whether the burn was offset by minting on Ethereum or other chains. Traders should watch this supply contraction because changes in a major fiat-backed stablecoin can tighten liquidity across spot, lending and DeFi markets, potentially affecting USD-linked flows and short-term funding conditions. However, absent confirmation of net supply change (minting vs. burning) or a broader treasury policy shift from Circle, the immediate price impact on USDC and related markets is uncertain. Primary keywords: USDC burn, stablecoin supply, Ethereum. Secondary/semantic keywords: on-chain burn, Whale Alert, stablecoin liquidity, DeFi, treasury action.
Power Protocol is expanding its $POWER distribution and engagement layer to additional first‑ and third‑party consumer apps, aiming to scale user growth, retention and monetization across Web2 and Web3 products. The protocol abstracts blockchain complexity for end users and funnels app engagement into token demand via rewards, reputation, staking, buybacks and treasury mechanics. Its flagship partner game Fableborne — now in season four public beta — reported ~380,000 players, a peak 108,000 DAU and about $1.1M revenue, and has driven 614,394 $POWER into a Guilds Prize Pool with 38+ participating guilds. Power Protocol’s stack comprises application utility (gaming use of $POWER), infrastructure (developer tools, fiat on‑ramp, on‑chain flows) and expansion via Power Labs (incubation, funding, mentoring). $POWER has a 1,000,000,000 total supply across Ethereum, BNB Smart Chain and Ronin with allocations: Community Rewards 37.2%, Ecosystem Fund 28%, Investors 16.15%, Team 9.23%, Liquidity 5%, Advisors 4.42%. The team highlights staged unlocks and long‑term vesting to support durable token economics. $POWER is listed on Binance Alpha and LBank. For traders, the update signals growing on‑chain utility and user traction that could increase token demand if adoption and in‑game monetization continue, but risks remain from central allocations, unlock schedules, and execution of third‑party integrations.
Bullish
Power Protocol$POWER tokenWeb3 distributionFablebornegaming tokenomics
Solstice Labs, Cor Prime and Membrane Labs executed the first institutional stablecoin-for-stablecoin repurchase agreement (repo) settled on public blockchains. The bilateral trade was carried out under a Global Master Repurchase Agreement (GMRA) with a Digital Asset Annex and used Solstice’s native USX as the asset leg and USDC as the cash leg. Settlement and lifecycle servicing — including margining, cross-chain ownership transfer and unwind at maturity at the agreed repo rate — were handled by Membrane’s post-trade credit infrastructure. Assets moved directly between institutional wallets on Solana and Ethereum, and Cor Prime acted as the institutional liquidity counterparty. Unlike DeFi lending pools, the transaction mirrors traditional repo legal, operational and economic mechanics, creating a standardized, institutional-grade funding primitive for stablecoins. The structure aims to provide short-term financing to issuers, strengthen USX peg resilience, and lay the groundwork for a cross-chain stablecoin funding curve and institutional on‑chain credit markets. For traders: this introduces a new on‑chain funding instrument that could increase short-term supply/demand dynamics for USX and USDC, create repo-style yields for institutional counterparties, and reduce reliance on unsecured DeFi liquidity.
The IMF says talks with El Salvador have advanced toward selling or privatizing the state-run Chivo Bitcoin wallet as part of the $1.4bn Extended Fund Facility (EFF) second-review. Negotiations prioritize increased transparency, protection of public funds and limits on government exposure to Bitcoin-related fiscal and operational risks. The EFF bars the use of taxpayer or borrowed funds by the government to buy cryptocurrency and seeks to wind down or transfer public-sector Bitcoin infrastructure. Despite IMF pressure and restrictions, El Salvador continues daily Bitcoin accumulation — the National Bitcoin Office reports holdings of about 7,509 BTC (roughly $65m) and recent monthly purchases of 1,098 BTC. The IMF nonetheless praised El Salvador’s broader macro performance — stronger-than-expected GDP growth (near 4%), rising foreign reserves, reduced domestic borrowing and progress on banking and anti-money-laundering reforms — and said staff will keep engaging as Bitcoin risks are addressed. For traders: ongoing privatization talks and reduced state involvement aim to lower fiscal risk, but continued public BTC buys and political resistance to halting purchases mean supply/demand dynamics and local sentiment remain important near-term drivers for BTC exposure tied to El Salvador.
Neutral
El SalvadorChivo walletIMF EFF reviewBitcoin holdingsPrivatization
Spot silver climbed past $70 per ounce, setting a fresh all-time high with an intraday gain of about 1.7%. The move continues strong momentum in the silver market, reflecting combined safe-haven and industrial demand. Year-to-date gains remain substantial. Sources did not provide trading advice or detailed driver attribution. For crypto traders, the rally may affect commodity-linked digital assets, stablecoin hedging strategies, and portfolios that use silver as an inflation or risk hedge. Primary keywords: spot silver, silver price, $70 per ounce. Secondary keywords: precious metals, safe-haven demand, industrial demand, market record high.
Neutral
spot silversilver priceprecious metalssafe-haven demandmarket record
Gold surged to a record $4,486 per ounce amid growing expectations of US Federal Reserve rate cuts, heightened geopolitical tension and large central bank buying. The metal is up roughly 72.5% year-to-date from $2,600, its largest annual gain since 1979, driven by private, institutional and sovereign reserve demand. Analysts (including Goldman Sachs cited in market reports) expect central bank purchases to continue into 2026. For crypto markets, the rally has mixed implications for Bitcoin (BTC). In the short term, capital rotation toward perceived safe havens like gold can pull liquidity from risk assets, creating downward pressure on BTC. Conversely, the same macro drivers — inflation concerns, currency debasement and geopolitical risks — also support Bitcoin’s “digital gold” narrative and encourage institutional adoption (spot BTC ETFs, corporate holdings, reserve proposals). Traders should watch liquidity, risk sentiment and ETF flows: a sustained move in gold that tightens risk appetite could cause near-term BTC weakness, while persistent macro uncertainty and rising institutional demand remain supportive for medium-to-long-term BTC prices. Key trading levels noted by analysts include near-term resistance around $92k and support near $85.8k; a decisive break above $92k could prompt further upside, while loss of support risks a retest. This is informational and not financial advice.
The EU Council adopted a formal negotiating position supporting a digital euro that works both online and offline, advancing talks with the European Parliament. The move frames the digital euro as a complement to cash, not a replacement. Offline functionality will let certified devices (smartphones or smart cards) exchange tokenised euros without internet access and sync later, improving resilience during outages and in low-connectivity areas; privacy for low-value offline payments is intended to be high and similar to cash but not absolute, subject to cryptographic design and security trade-offs. Online payments will use standard digital rails and authorised intermediaries; data will be pseudonymised and payment service providers may access only the data necessary for AML/CFT compliance and cannot commercially exploit payment data without consent. The Council backed ECB-set individual holding caps, reviewed regularly, to limit deposit migration from commercial banks and protect financial stability. It requires basic digital-euro services to be free, allows fees for optional features, and supports transitional caps on merchant/interchange fees to encourage adoption and competition. Member states tied the project to stronger cash protections and contingency planning for payment disruptions. With the Council position agreed, negotiations with the European Parliament will determine final rules on privacy, resilience and financial-stability safeguards. For crypto traders: the decision increases regulatory clarity around a sovereign digital currency, reduces some anonymity expectations, and introduces structural limits (caps, intermediary roles) that could affect bank deposit flows, stablecoin demand and payment-service competition across Europe.
Neutral
Digital euroOffline paymentsECB regulationPayment privacyFinancial stability
ZOOZ Strategy (ZOOZ), a Nasdaq- and Tel Aviv‑listed firm holding a strategic Bitcoin treasury, received a Nasdaq notice on Dec. 16 for failing to meet the $1 minimum bid‑price requirement after its share price remained below $1 for 30 consecutive trading days. Nasdaq has granted a 180‑day cure period that ends June 15, 2026; ZOOZ can regain compliance by posting a closing bid of at least $1.00 for 10 consecutive trading days within that window (and could be eligible for a second grace period if other criteria are met). The company said operations are unaffected and is evaluating corrective options including a reverse stock split and other measures. ZOOZ previously disclosed holdings of 1,036 BTC and announced a $50 million stock buyback program. The notice echoes similar deficiency alerts sent to other small publicly listed firms with Bitcoin treasuries, underscoring listing pressure on companies offering indirect BTC exposure. For traders: this raises short‑term equity and liquidity risk for ZOOZ shares and may increase volatility around the stock and sentiment among investors tracking corporate bitcoin exposure; it does not directly alter ZOOZ’s BTC holdings but could influence market perception of small BTC‑treasury issuers.
Justin Sun remains unable to access World Liberty Financial (WLFI) tokens after WLFI blacklisted an address linked to him in September following a roughly $9 million token transfer. Blockchain analytics firm Bubblemaps says the frozen holdings have lost about $60 million in value since the freeze, a decline magnified by WLFI’s steep market drop—WLFI has fallen more than 60% since trading began (CoinGecko). Sun, a major backer who reportedly committed around $75 million to WLFI and about $100 million to the TRUMP memecoin, has denied wrongdoing and called the freeze unjustified. The blacklist prevents transfers or sales of the tokens, locking in unrealised losses. For traders, the episode underscores smart-contract freeze risk, governance centralisation and custodial counterparty risk—especially for politically linked projects—potentially increasing sell pressure and reducing liquidity for WLFI.
XRP saw concentrated buying on South Korea’s Upbit, which posted $1.55 billion in seven-day XRP volume — exceeding Binance ($1.33B) and Coinbase ($1.07B) — according to commentator X Finance Bull. The surge has been described as "panic buys," indicating urgent accumulation by Korean retail and institutional traders. Drivers cited include improving technical structure, declining exchange XRP balances, institutional inflows into XRP-linked products, and strong local demand in Korea. Heavy accumulation on Upbit may be amplifying momentum and attracting sidelined traders; historically, elevated Korean XRP volume has preceded large price moves. However, analysts caution that a durable breakout depends on whether global exchanges and broader liquidity replicate the buying pressure. Traders should watch global exchange flows, on-chain exchange balances, price confirmation on major venues, and whether institutional channels sustain inflows before treating the move as a lasting rally. This development is a potential short-term bullish catalyst for XRP but requires cross-exchange confirmation to signal a sustained trend.
MicroStrategy (MSTR) increased its USD cash reserve to $2.2 billion after a $748 million equity sale, boosting liquidity to cover roughly 2–2.5 years of preferred-stock dividends and to back a $1.0 billion convertible note due September 2027. The enlarged cash buffer is intended to reduce refinancing risk and protect dividend payments through 2026–2028 amid Bitcoin’s multi-year cycles and extreme volatility. MSTR holds 671,268 BTC, which gives optionality if the company must settle the convertible in cash; if MSTR’s share price remains below the $183 conversion price the firm would likely repay in cash, otherwise conversion to equity is expected. Chief Risk Officer Jeff Walton said the reserve covers the convertible due in 2027 and provides additional months of preferred-dividend coverage. MSTR shares trade around $163–165, about 12% below the $183 conversion threshold and roughly 45% down year-to-date. Separately, data showed global public companies had net purchases of $26.35 million in BTC last week while MicroStrategy did not add to its bitcoin holdings. Key SEO keywords: MicroStrategy, MSTR, cash reserve, preferred dividends, convertible note, bitcoin treasury, BTC holdings.
Bitget has opened a private beta for "Bitget TradFi," enabling selected users to trade USDT‑margined CFDs across forex pairs, gold, commodities, indices and stock CFDs within the same account that holds crypto spot, futures and tokenized stocks. The feature removes the need for separate brokerage accounts, bank wires or currency conversions and integrates traditional financial (TradFi) products alongside crypto under Bitget’s Universal Exchange (UEX) strategy. Fees start as low as $0.09 per lot with VIP tiers receiving discounted conditions. Bitget highlights the large addressable market (BIS cites about $9.6 trillion daily FX turnover) and growing CFD broker revenues (estimated $5.6bn in 2025). The launch builds on Bitget’s prior success with USDT‑settled tokenized US stock futures (over $10bn cumulative volume) and is currently limited to selected users while Bitget evaluates performance and risk controls. CEO Gracy Chen framed the move as a unification of crypto, stocks, gold, forex and commodities into one capital‑efficient, 24/7 interface. Risk notices accompany the rollout, reminding users of digital asset volatility and advising independent financial advice.
Two wallets suffered a private key compromise that allowed an attacker to steal about $2.3 million in USDT. PeckShield traced funds from wallets 0xaac6…508 (≈$1.8M) and 0x1209…e9C (≈$506K) into an attacker-controlled address (0x530…). The attacker swapped the consolidated USDT into 757.6 ETH and routed the ETH through Tornado Cash to obscure the on-chain trail. The later report places the breach in the context of a string of recent private-key and phishing incidents — including a $50M address-poisoning phishing loss reported by CertiK and a $27.3M multi-sig drain — highlighting rising on-chain security risks. Practical protections recommended: never share private keys or recovery phrases, use hardware wallets, verify addresses before signing, and for organisations implement robust secrets management, access limits, key rotation, and employee anti-phishing training. Primary keywords: USDT hack, private key leak, Tornado Cash, ETH laundering; secondary keywords: wallet compromise, on-chain analytics, custody controls.
VanEck says recent, sharp declines in Bitcoin hashrate point to miner capitulation and historically have preceded stronger medium‑term BTC returns. The firm’s mid‑December 2025 ChainCheck notes about a 4% drop in network hashrate through Dec.15 — the largest 30‑day fall since April 2024 — and estimates nearly 400,000 mining rigs were taken offline as breakeven electricity costs for mid‑generation machines (for example Antminer S19 XP) fell roughly 35% from ~$0.12/kWh in late 2024 to ~$0.077/kWh by mid‑December 2025. VanEck links some of the loss to ~1.3 GW of Chinese capacity shutdown, possibly partly repurposed for AI workloads, which could remove up to ~10% of total hashrate. Historically, negative 90‑day hashrate growth has been followed by positive 180‑day BTC returns a large majority of the time; VanEck finds sustained hashrate compression improves forward 180‑day returns materially. The mechanism: higher‑cost or leveraged miners shut down or sell during price falls, hashrate drops, difficulty adjusts lower, restoring miner profitability and reducing forced selling — a supply‑side relief often seen near cyclical bottoms. BTC traded near $87,300 and struggled to clear $90K resistance around the report; VanEck frames miner capitulation as a contrarian, historically bullish indicator for 1–6 month returns but cautions that macro and liquidity conditions still determine magnitude and timing. Key takeaways for traders: miner capitulation may reduce selling pressure and create a more favorable risk/reward for medium‑term long positions, but monitor on‑chain metrics, difficulty and macro liquidity for confirmation.
BitMine Immersion Technologies (BMNR) disclosed a crypto treasury of 3,967,210 ETH, 193 BTC, approximately $1.0 billion in cash and $38 million in ORBS equity, valuing its combined crypto, cash and high‑risk investments at about $13.2–$13.3 billion. The company added roughly $140 million of ETH on Dec. 17, 2025. With about 425.8 million shares outstanding and recent financing that issued 36.3 million shares at $4.50 plus warrants, BMNR’s equity market value is now closely tied to its ETH holdings. Key points for traders: (1) Market pricing is shifting toward BMNR being a crypto‑treasury vehicle rather than an operating business, so per‑share NAV is highly sensitive to ETH price moves and dilution; (2) updated U.S. accounting (FASB fair‑value rules) means unrealized gains and losses on crypto will flow through net income, raising EPS volatility; (3) lack of full disclosure on liabilities and fully diluted share count complicates precise NAV per share calculations; (4) regulatory, custody and cyber risks remain material; (5) BMNR’s public market moves will likely correlate with ETH but can amplify or diverge due to corporate actions (dilution, financings, warrants and balance‑sheet items). For traders, BMNR offers a listed channel for Ether exposure but carries company‑specific equity risks that can increase short‑term volatility and complicate hedging or NAV arbitrage. This is not investment advice.
GSR Markets, a major crypto market maker, moved a total of 4,400 ETH (≈ $13.2M) to addresses linked to Singapore’s DBS Bank over a 48‑hour period, according to on‑chain analytics from The Data Nerd. The most recent transfer was 2,000 ETH (≈ $5.93M). The repeated transfers point to operational coordination between a trading firm and a regulated banking counterparty — likely for custody, settlement, client trade facilitation or to provision liquidity for institutional services such as DBS Digital Exchange. Traders should note that sustained on‑chain flows from a market maker into a regulated bank can signal rising institutional involvement and greater fiat‑on/off‑ramp activity for Ethereum. Such flows tend to affect perceived liquidity and represent a bullish fundamental indicator for ETH over the medium term, though they do not necessarily trigger immediate price spikes. Primary keywords: GSR Markets, ETH transfer, DBS Bank, on‑chain flow, institutional flow. Secondary keywords: market maker, custody, settlement, trading liquidity.
Bitcoin (BTC) is facing the strongest selling pressure in three years, driven by market sell orders that pushed prices below $85,000, according to on-chain analytics from Alphractal. The buy/sell pressure delta shows aggressive selling; short-term buy/sell index readings (1D ~43; 7D and 30D >60) reported by analysts like Axel Adler Jr. suggest the regime is overheated and rebounds may be sold into. At the same time, Glassnode data shows rising holder retention (over 70% in key cohorts), indicating stronger conviction among long-term holders and reduced supply churn. Analysts note such intense selling can precede a market bottom and multi-month consolidation rather than sustained capitulation, but downside risk remains if buying momentum does not materialize. Trade implications: monitor on-chain buy/sell delta and holder retention metrics, treat near-term bounces as opportunities to trim positions or take profits, avoid chasing rallies, and watch support around $80,000–$85,000 for potential accumulation zones.
Cardano (ADA) is trading around $0.36–$0.38 and is testing the key resistance at the 1.0 Fibonacci level near $0.371. Across the two reports, ADA shows continued short-term weakness: 14‑day losses of roughly 14–15% and weekly declines between ~4% and 18% depending on timing. Market capitalization is near $13–13.8 billion and 24‑hour volume remains elevated (~$500–$533 million). Technicals from TradingView indicate immediate resistance at $0.3714; a decisive break above that level could open a reversal toward the 0.786 retracement near $0.3955. Conversely, failure to clear resistance may see ADA slide toward Fibonacci extension support levels (notably the 1.618 extension around $0.30–$0.302 or longer-term support near $0.324). Momentum indicators are bearish or indecisive: MACD histogram negative with converging lines, Chande Momentum Oscillator deeply negative, and RSI/Stochastic RSI signaling weakness. Analysts cited suggest potential reversal zones between $0.25–$0.40 and long-term recovery targets of $1.00–$1.20 if a sustained bullish reversal occurs. For traders: sentiment remains predominantly bearish until ADA reclaims and holds above the $0.371–$0.395 resistance band; risk management and position sizing advised, with watches on breakouts above $0.3714 or breakdowns below $0.30–$0.324 for directional bias. This is informational and not financial advice.
Aave DAO and Aave Labs are locked in a public governance and legal dispute after on‑chain analysis showed swap fees from a CoW Swap integration were routed to a private Aave Labs wallet rather than the DAO. Delegates estimate redirected frontend revenue at roughly $10 million per year. In response, DAO members proposed aggressive governance measures to seize Aave Labs’ code, IP, domains, social accounts, GitHub/npm assets, past revenues and brand control, and to force Aave Labs to become a DAO‑owned subsidiary. Aave Labs and founder Stani Kulechov counter that frontend fees were voluntary interface monetization or donations, not protocol fees owed to the DAO, and stress the company provides hosting, security and frontend development. Tensions escalated after a rushed Snapshot vote over brand asset control during a holiday period, prompting some proposal authors to urge abstention. The dispute spotlights a broader DeFi governance question — who owns a protocol: the smart contracts, the frontend/brand, or both — and creates legal, governance and market uncertainty for AAVE holders. Traders should monitor on‑chain treasury flows, upcoming governance votes, snapshot results and any token‑holder actions that could affect AAVE sentiment, liquidity and short‑term volatility.
Asian equity indexes rose broadly after gains on Wall Street, with investor risk appetite supported by upbeat US market sentiment. Japan’s Nikkei lagged and slipped after a prior multi-session rally. Safe-haven precious metals surged: gold climbed to a fresh record above $4,480/oz and silver also rose, underpinned by expectations of looser US monetary policy and mounting geopolitical tensions. Regional currencies moved mixed — the offshore yuan and Australian dollar strengthened — while government bond yields, including Japanese and Australian 10-year yields, adjusted as markets digested central-bank signals and inflation risks. Key drivers for traders are Fed policy expectations, geopolitical risk boosting demand for gold, and country-specific policy and inflation developments that create dispersion across Asian markets. For crypto traders, these dynamics imply potential cross-asset flows (into safe havens like gold and into risk assets), heightened sensitivity to US monetary guidance and bond yield moves, and possible short-term volatility in risk-on crypto assets; monitor central-bank commentary, Japan-specific news and geopolitical headlines for trade triggers.
Neutral
Asian marketsGold recordJapan NikkeiCurrencies & bondsGeopolitical risk
Mid-December reports said large-scale shutdowns in China’s Xinjiang region forced roughly 400,000–500,000 bitcoin mining rigs offline, cutting global Bitcoin hash rate by about 8% (≈100 EH/s). Industry sources (Nano Labs CEO Jack Kong, ex-Foundry staff) estimated up to ~2 GW of lost power. Social posts amplified the story; later pool-level data and reporting showed the impact was smaller and more complex: major short-term declines were also tied to North American power curtailments and cold-weather outages at large pools (Foundry, Luxor), while Chinese-origin pools (Antpool, F2Pool, ViaBTC, SpiderPool, Binance Pool) recorded a combined ~100 EH/s fall that could not be conclusively pinned to Xinjiang alone. By December 17 most large pools had largely recovered and total network hashrate settled roughly 20 EH/s below prior peaks; 7‑ and 30‑day averages remained near recent highs. Immediate technical effects included modest downward difficulty adjustments and slightly longer block times; trading impacts reportedly included selling pressure from affected operators and short-term price weakness. Analysts expect displaced capacity to migrate to miner-friendly jurisdictions (U.S., Kazakhstan, etc.), with eventual restoration of hash rate as rigs redeploy and upgrades continue—trends that reduce the systemic risk of localized disruptions as the network approaches ~1 ZH/s. For traders: monitor Bitcoin hash rate, hash price (mining profitability), regional regulatory signals from China, miner flows, and difficulty adjustments to assess short-term volatility and the pace of network recovery.
VanEck analysts report a roughly 4% decline in Bitcoin network hashrate over the past 30 days — the largest monthly fall since April 2024 — and flag this as a potential contrarian bullish signal tied to miner capitulation. Historical analysis by Matt Sigel and Patrick Bush shows that 30-day hashrate declines preceded positive 90-day BTC returns ~65% of the time (versus 54% after hashrate rises). Periods of negative 90-day hashrate growth preceded positive six‑month returns ~77% of the time with average gains near 72%, outperforming periods of hashrate growth. Recent drivers of the drop include shutdowns in China (about 1.3 GW in Xinjiang) and reports of mass machine losses (~400,000 units). VanEck also highlights miner margin stress: breakeven electricity cost for an S19 XP fell roughly 36% between Dec 2024 and mid‑December to about $0.077/kWh, and AI-related power shifts could remove further hashrate. On-chain context: BTC has fallen from its October all‑time high (~$88,400 in the summaries) by roughly 30% in earlier reporting; in the later update BTC fell ~9% over 30 days and touched ~$80,700 on Nov 22. Volatility rose (30‑day vol >45%), 30‑day RSI dipped (~32), daily fees fell 14%, active addresses slipped, and perpetual futures basis compressed. Buy‑side flows: large data aggregators increased accumulations by ~42k BTC (+4% m/m) to about 1.09M BTC, the largest monthly DAT buy since mid‑2025. VanEck frames miner capitulation as a possible near‑term bottom indicator but warns that if markets interpret miner weakness as systemic, it could trigger deeper selling. Trader takeaways: monitor hashrate trends, miner news (China inspections, outages), miner breakevens, volatility, perpetual basis, and large‑entity accumulation for signals of mean reversion or extended bearish stress.
Coinglass data reported by COINOTAG shows a 24-hour net outflow of 15,200 ETH from centralized exchanges (CEXs). Binance led withdrawals with about 26,300 ETH moved off the platform, followed by Bybit (≈2,616 ETH) and Gate (≈1,335 ETH). Kraken recorded the largest inflow at roughly 13,300 ETH, suggesting selective liquidity redistribution between exchanges. Earlier seven-day figures had shown a larger weekly inflow reversal, indicating volatility in exchange balances over different timeframes. Traders withdrawing ETH to self-custody or cold storage could tighten short-term on-exchange liquidity and reduce immediate sell pressure, potentially increasing short-term price sensitivity. Key stats: 24h net outflow 15,200 ETH; Binance −26,300 ETH; Kraken +13,300 ETH; Bybit −2,616.43 ETH; Gate −1,334.72 ETH. Primary keyword: ETH exchange outflows. Secondary keywords: Binance ETH outflow, Kraken ETH inflow, exchange liquidity. This snapshot is relevant for traders monitoring order-book depth, on-exchange liquidity and potential short-term price moves.
Neutral
ETH exchange outflowsBinance ETH outflowKraken ETH inflowexchange liquidityon-exchange balances
This combined analysis evaluates whether Avalanche (AVAX) can reach $100 between 2026 and 2030, integrating technical, on-chain and market forecasts from two complementary reports. It highlights Avalanche’s core strengths — the three-chain architecture (X-, C-, P-Chain), fast finality and its Avalanche consensus — plus tokenomics (720M max supply, staking, fee burning/governance). Analysts use price technicals (support/resistance, moving averages, volume, RSI), ecosystem metrics (TVL, daily transactions, active addresses, developer activity) and macro/institutional factors to build conservative, moderate and bullish price bands for each year. Short-term (2025–2026) forecasts are cautious: a 2025–early-2026 range centers below $100 (example bands: $45–$85 for near-term), with $100 possible only under exceptional conditions. Mid-term (2026–2028) scenarios raise the probability of $100 — conservative to bullish ranges expand (examples: $60–$150 for 2026; $75–$180 for 2027), and bullish projections place a realistic chance of AVAX exceeding $100 between late 2027 and early 2028. Long-term (2029–2030) optimistic cases project $150–$300, though such outcomes require strong adoption and favorable macro/regulatory environments. Key catalysts include institutional adoption, subnet expansion, DeFi growth, major partnerships, protocol upgrades and clearer regulation. Primary risks are competition from Ethereum, Solana and Cardano, security or scaling issues, regulatory setbacks, macro downturns and potential loss of developer interest. Trader guidance emphasizes risk management: diversification, position sizing, dollar-cost averaging, stop-losses, long time horizons, staking for yield and continuous research. Overall, AVAX is presented as having solid fundamentals and a credible path to $100, but reaching that level is conditional on execution, broader market cycles and favorable external catalysts; high volatility and uncertainty remain, so traders should plan for multiple scenarios.
The IMF and El Salvador are continuing negotiations after recent meetings in Washington to address fiscal, governance and regulatory risks arising from El Salvador’s 2021 adoption of Bitcoin as legal tender and the state-backed Chivo e-wallet. IMF staff have highlighted concerns about financial stability, anti-money-laundering controls, fiscal accounting and transparency of bitcoin-related reserves and flows. El Salvador’s government defends the policy on grounds of financial inclusion and technological innovation and continues buying roughly one BTC per day as part of its holdings. Talks also touch on the future or possible restructuring/sale of the Chivo wallet and efforts to shield public finances from crypto volatility. Separate data show sales of the physical Chivo debit card have slowed notably since rollout, raising questions about user adoption of government-backed payment infrastructure. Negotiations aim to resolve IMF concerns while allowing Salvadoran bitcoin initiatives to proceed where possible — a development traders should watch for effects on market confidence, sovereign bitcoin supply disclosures and any change in state-selling behavior.
Neutral
El SalvadorIMFBitcoin adoptionChivo walletRegulatory risk
XRP traded around $1.90 after two failed recovery attempts stalled below resistance in the $1.93–$1.98 area. Price action showed intraday peaks near $1.95–$1.98 then reversals, producing tight ranges and short-term stabilization around $1.88–$1.91. Volume was elevated in both reports — spikes roughly 68%–107% above daily averages — and coincided with rejections from resistance, suggesting active distribution rather than low-liquidity drift. Technical signals were mixed: momentum indicators showed emerging bullish divergences while price remained below key moving averages on higher timeframes. Key levels to watch: immediate support at $1.88–$1.89 (then $1.87 and $1.77) and resistance at $1.93–$1.98; a sustained reclaim of $1.93 on strong volume would improve short-term structure, whereas a clear break below $1.88–$1.89 would reopen downside risk. For traders, the session indicates consolidation with limited upside until moving averages are reclaimed; monitor volume on rallies for signs of continued distribution and watch price behavior around $1.88–$1.93 for entries, stops and risk management.
Neutral
XRPPrice ActionTechnical AnalysisTrading VolumeSupport and Resistance
Dogecoin (DOGE) slipped in the short term after failing to hold key intraday support, moving from highs near $0.134 to about $0.132 and breaking below a short-term ascending channel. Trading volume spiked to roughly 721 million tokens — about 150% above the 24‑hour average — suggesting active repositioning and distribution rather than thin‑liquidity noise. Key technical levels: support/demand zone at $0.1280–$0.1290, near‑term support at $0.1287, and resistance at $0.1320–$0.1350 (notably $0.1330/$0.1350). Failure to reclaim $0.1320/$0.1330 would keep the bias toward consolidation or further downside, with a potential target zone of $0.12–$0.1250 on lower timeframe or multi‑day closes below resistances. Traders should watch volume‑backed breaks and the weekly/day candle closes for confirmation; short‑term setups favor dip‑buying in the $0.128–$0.129 demand zone or short positions on confirmed breaks below $0.1250. Primary keywords: Dogecoin, DOGE, support and resistance, trading volume, technical analysis.
Bearish
DogecoinDOGETechnical AnalysisTrading VolumeSupport and Resistance