🇺🇸⚠️ #macro University of Michigan Consumer Sentiment is near historic lows.

The index just hit its 2nd lowest level in history. This survey measures how U.S. consumers feel about:

• Personal finances
• Inflation
• Future economic conditions

It’s a leading indicator for consumer spending. When sentiment is this low, it usually means:

• Consumers are under financial stress
• Inflation expectations remain elevated
• Confidence in the economic outlook is deeply damaged
• Spending tends to slow down next

Historically, such extreme pessimism appears during:

• Recessions or pre-recession phases
• High inflation / tightening cycles
• Periods of elevated macro uncertainty

Consumers drive ~70% of the U.S. economy. When confidence collapses, growth risk rises sharply. Macro conditions remain fragile.

🤔 #BTC #MSTR Walter Bloomberg: Strategy is expected to report a multibillion-dollar fourth-quarter loss after BTC fell 24%, wiping out a $2.8 billion profit from the previous quarter. The company's corporate value is approaching parity with its BTC holdings, underscoring growing skepticism about the model's sustainability.

🐳 Whale 0x46DB bought another 5,104 $ETH for $16.09M approximately 30 minutes ago. Since December 3, the whale has acquired 51,374 $ETH for $159.76M at an average price of $3,110. link

🇰🇷📊 South Korean investors moved over KRW 160 trillion (~$110 billion) in crypto assets from domestic exchanges to overseas platforms in 2025 due to local regulatory limits that restrict CEXs largely to spot trading.

Korean users generated about KRW 4.77 trillion (~$3.36 billion) in fees for offshore exchanges, with Binance capturing ~57.7% of the total. link

🤔 BlackRock analysts in their report "Global Outlook 2026" indicated that stablecoins will challenge governments' control over fiat currencies: "Stablecoins are no longer a niche product and they will challenge the dominance of fiat currencies and change the structure of bank deposits". #stablecoin

🇺🇸👀 Crypto #ETF Flows Today:
Bitcoin ETFs:
1D NetFlow: -2,061 $BTC (-$183.86M)
7D NetFlow: -2,746 BTC (-$244.93M)

Ethereum ETFs:
1D NetFlow: +12,930 $ETH (+$39.82M)
7D NetFlow: -12,629 ETH (-$38.9M)

Solana ETFs:
1D NetFlow: +30,799 $SOL (+$3.97M)
7D NetFlow: +96,181 SOL (+$12.41M)

🔝Top 10 #AI & Big Data projects by development. $FIL $LINK $ICP

💸 $100,000,000 worth of crypto shorts liquidated in the past 60 minutes.

🕵 The Bitcoin OG (10/11), who was experiencing a floating loss of over $55M, is now almost back to breakeven.

OG continues to hold his $ETH, $BTC with 5x leverage, and $SOL with 10x leverage. link

💰📈 #ETH #BMNR Tom Lee, Chairman of BitMine Immersion (BMNR), urged shareholders to approve a proposal to raise the company’s authorized share count from 500 million to 50 billion. He stated that this move is intended to support future capital raising, potential acquisitions, and possible stock splits. Shareholders have until January 14 to vote on the proposal, with the annual meeting scheduled for January 15 in Las Vegas. link

📊🤔 #BTC has so far held the investor tool model as support ($83,906), which is the 730-day moving average.

In every bear market, it has broken below it.

🤔 #Aave Labs plans to explore sharing a portion of revenue generated outside the protocol with $AAVE token holders in response to recent community discussions. A formal proposal will outline specific structures, including governance and risk safeguards to support long-term objectives while protecting the DAO and $AAVE holders. link

🇺🇸🙋‍♂️ #BTC Anti-Bitcoin SEC Commissioner Caroline Crenshaw Officially Leaves the SEC. Crenshaw voted against approving spot Bitcoin ETFs. #regulation

💵 750,000,000 #USDC minted at USDC Treasury (1|2|3)

📊👀 #BTC Glassnode: The deceleration in capital inflows has coincided with long-term holders increasing their loss realization.
This structure is unfolding while price trades within a compressed range. This reflects growing time-based investor fatigue, a common characteristic of extended bearish phases.

🕵️‍♂️ Bitmine has further staked 82,560 $ETH, valued at $259.07M. In total, they have staked 544,064 $ETH, worth $1.7B. link

📈 #XRP Flips #BNB To Become The 3rd Largest Cryptocurrency In The World By Market Cap.

🐳 A whale "0x218A" deposited $5.5M $USDC to increase its $ETH (10x) short position and margin.

The current position is valued at $68M, with 21,820.69 $ETH and a liquidation price of $3,565.94. link

📉🤔 #BTC CQ: If price action continues to consolidate and the metric stagnates around the 70% level, historical cycles suggest an increasing likelihood of a transition into a broader bear market.

📊👀 #BTC looking to reclaim the “Cooled Off” John Bollinger band which sits at $86k.

The STH cost basis has also curled over to $99k - an important zone to watch as it’s the price that drives sentiment.

🇺🇸 U.S. government debt hits new record high of $38.5 trillion #macro