OnlyFans model Sophie Rain has earned $95 million in just two years π
And here we are still trying to just break even on altcoins π€·
And here we are still trying to just break even on altcoins π€·
π12π9π1
π§Έ Crypto Fear & Greed at Extreme Fear (24)
The market is sitting at 24, signaling Extreme Fear.
CZ reminds everyone: βItβs better to sell when there is maximum greed, and buy when there is maximum fear.β π€·ββοΈ
Meanwhile, Bitcoin has bounced back to $87,000 after dipping to $85,000 yesterday. π
Are you ready to buy when the market is scared? π
The market is sitting at 24, signaling Extreme Fear.
CZ reminds everyone: βItβs better to sell when there is maximum greed, and buy when there is maximum fear.β π€·ββοΈ
Meanwhile, Bitcoin has bounced back to $87,000 after dipping to $85,000 yesterday. π
Are you ready to buy when the market is scared? π
π9
Altcoins Wonβt Survive Without ETFs? π
π€΅ββοΈ CryptoQuantβs CEO warns that altcoin liquidity is fading fast, and only projects able to open new liquidity channels β especially through ETFs β may endure the market.
βοΈ Altcoins with approved or pending ETF filings could hold a significant advantage.
Might be a good moment to review your portfolio and consider assets that already have β or may soon get β ETF support. π€
π€΅ββοΈ CryptoQuantβs CEO warns that altcoin liquidity is fading fast, and only projects able to open new liquidity channels β especially through ETFs β may endure the market.
βοΈ Altcoins with approved or pending ETF filings could hold a significant advantage.
Might be a good moment to review your portfolio and consider assets that already have β or may soon get β ETF support. π€
π4π2
π How Much Lower Can Bitcoin Go?
Peter Brandt notes that the upper boundary of Bitcoinβs lower logarithmic curve β a zone that has consistently acted as support β lies near $40,000. π
And thatβs only the upper lineβ¦ historically, BTC has fallen even deeper below it π₯΄
But thereβs another twist: in this cycle, Bitcoin also never reached the upper boundary of the curve π€
Peter Brandt notes that the upper boundary of Bitcoinβs lower logarithmic curve β a zone that has consistently acted as support β lies near $40,000. π
And thatβs only the upper lineβ¦ historically, BTC has fallen even deeper below it π₯΄
But thereβs another twist: in this cycle, Bitcoin also never reached the upper boundary of the curve π€
2π7β€2
π Halving Cycles Broken? Experts Expect Bitcoin Growth in 2026
Both Grayscale and Bitwise claim the traditional four-year BTC cycle is shifting. While Bitcoin still follows the halving rhythm, analysts no longer expect a long bear market. Instead, they predict continued growth into 2026. π
Historically, BTC rallies after halving, then enters a prolonged bearish phase. In this cycle (halving in April 2024), Bitcoin hit a new ATH at $126K exactly in line with past timing β yet the structure appears different. π§
Why the old model is breaking:
βͺοΈ Institutions replaced miners β demand from ETFs and corporates is 7Γ stronger than halving supply cuts.
βͺοΈ No bubble signs β growth has been steady, without the parabolic spikes of past cycles.
βͺοΈ Macro influence β BTC now reacts to global economics; expected Fed easing in 6β9 months may support the trend.
Analysts say the cycle isnβt over β 2026 could bring another leg up. ππ
Both Grayscale and Bitwise claim the traditional four-year BTC cycle is shifting. While Bitcoin still follows the halving rhythm, analysts no longer expect a long bear market. Instead, they predict continued growth into 2026. π
Historically, BTC rallies after halving, then enters a prolonged bearish phase. In this cycle (halving in April 2024), Bitcoin hit a new ATH at $126K exactly in line with past timing β yet the structure appears different. π§
Why the old model is breaking:
βͺοΈ Institutions replaced miners β demand from ETFs and corporates is 7Γ stronger than halving supply cuts.
βͺοΈ No bubble signs β growth has been steady, without the parabolic spikes of past cycles.
βͺοΈ Macro influence β BTC now reacts to global economics; expected Fed easing in 6β9 months may support the trend.
Analysts say the cycle isnβt over β 2026 could bring another leg up. ππ
π4π₯±3β€2π1π1
π Bitcoin Miners Face the Toughest Margins in History
With BTCβs price drop, the hashprice has fallen to a structural low of $35 per PH/s, while the median cost of production sits around $44 per PH/s.
Even miners with efficient hardware and cheap electricity are now hovering near break-even.
The payback period for the latest-generation rigs has surged to over 1000 days β a stark contrast to the 3β6 months typical during the 2017 bull run. π³
The mining sector is entering one of its most challenging phases ever.
With BTCβs price drop, the hashprice has fallen to a structural low of $35 per PH/s, while the median cost of production sits around $44 per PH/s.
Even miners with efficient hardware and cheap electricity are now hovering near break-even.
The payback period for the latest-generation rigs has surged to over 1000 days β a stark contrast to the 3β6 months typical during the 2017 bull run. π³
The mining sector is entering one of its most challenging phases ever.
π3β€2
π» Another Bear Calls for a Drop to $50K
π Bloombergβs senior strategist Mike McGlone believes Bitcoin could fall to $50,000, noting the asset is strongly overbought relative to gold.
π Lower volatility in the stock market is also supporting the current correction.
Both bull and bear camps are growing β and the tension is rising. Who will be right this time? π€¨
π Bloombergβs senior strategist Mike McGlone believes Bitcoin could fall to $50,000, noting the asset is strongly overbought relative to gold.
π Lower volatility in the stock market is also supporting the current correction.
Both bull and bear camps are growing β and the tension is rising. Who will be right this time? π€¨
π3
π¨ 2010 Bitcoin Miner Moves βSleepingβ Coins
A Bitcoin miner from 2010 just moved 50 BTC mined in the early days β coins that have since increased in value by 21.65 million times (~2.165 billion %)! π
These 50 BTC were originally mined in March 2010 for a single block, when Bitcoin was worth only $0.004 β making their initial value around $0.20. πͺ
On Dec 2, 2025, the coins were transferred to five new addresses, now valued at roughly $4.33 million. π°
A rare glimpse into early Bitcoin history and the incredible long-term gains of holding since the Satoshi era. π
A Bitcoin miner from 2010 just moved 50 BTC mined in the early days β coins that have since increased in value by 21.65 million times (~2.165 billion %)! π
These 50 BTC were originally mined in March 2010 for a single block, when Bitcoin was worth only $0.004 β making their initial value around $0.20. πͺ
On Dec 2, 2025, the coins were transferred to five new addresses, now valued at roughly $4.33 million. π°
A rare glimpse into early Bitcoin history and the incredible long-term gains of holding since the Satoshi era. π
β€3π3π€¨2
π Crypto Market Rebounds: Bitcoin Back Above $93K
Bitcoin has surged past $93,000, while Ethereum is trading above $3,050 as the market fully recovers from the December 1 dip, when BTC briefly fell below $84K.
π° Total crypto market cap has climbed back to $3.15 trillion.
The sharp rebound triggered massive liquidations:
β’ 123,000+ traders liquidated
β’ Total losses: $492M
β’ Short-sellers took the biggest hit β over $310M wiped out on BTC and ETH alone
The market bounces back fast β and punishes the bears even faster.
Bitcoin has surged past $93,000, while Ethereum is trading above $3,050 as the market fully recovers from the December 1 dip, when BTC briefly fell below $84K.
π° Total crypto market cap has climbed back to $3.15 trillion.
The sharp rebound triggered massive liquidations:
β’ 123,000+ traders liquidated
β’ Total losses: $492M
β’ Short-sellers took the biggest hit β over $310M wiped out on BTC and ETH alone
The market bounces back fast β and punishes the bears even faster.
π5
π Bitcoin mining is getting pricier
According to the latest CoinShares report, the average cost to mine 1 BTC for public miners in Q2 2025 climbed to ~$74,600. π§
But if you include non-cash expenses β depreciation and stock-based compensation β the total average cost jumps to ~$137,800 per BTC. π³
Rising costs highlight growing pressure on miners as profitability tightens, especially with BTC consolidating and competition increasing. π
According to the latest CoinShares report, the average cost to mine 1 BTC for public miners in Q2 2025 climbed to ~$74,600. π§
But if you include non-cash expenses β depreciation and stock-based compensation β the total average cost jumps to ~$137,800 per BTC. π³
Rising costs highlight growing pressure on miners as profitability tightens, especially with BTC consolidating and competition increasing. π
π4
π BTC buy/sell ratio hits highest level since Jan 2023
The BTC buy-to-sell ratio across all exchanges jumped to 1.17 yesterday β the highest reading since early 2023. This signals a clear dominance of buyers in the market. π§
Historically, such spikes suggest that the current bull cycle is unlikely to be ending soon, although market risks remain in place.
The BTC buy-to-sell ratio across all exchanges jumped to 1.17 yesterday β the highest reading since early 2023. This signals a clear dominance of buyers in the market. π§
Historically, such spikes suggest that the current bull cycle is unlikely to be ending soon, although market risks remain in place.
π4
π₯ Vanguard Effect hits Bitcoin
Eric Balchunas notes a powerful βVanguard Effectβ: Bitcoin surged right as U.S. markets opened β on the first day Vanguard allowed its clients to buy crypto ETFs.
The investment giant listed ETFs for BTC, ETH, SOL, XRP, LTC and others on its platform. Trading exploded instantly: IBIT (BlackRockβs BTC ETF) crossed $1B volume in the first 30 minutes of the U.S. session. ππ΅
Balchunas joked:
Vanguard manages over $11 trillion in assets β and its entry is already moving the market. π°
Eric Balchunas notes a powerful βVanguard Effectβ: Bitcoin surged right as U.S. markets opened β on the first day Vanguard allowed its clients to buy crypto ETFs.
The investment giant listed ETFs for BTC, ETH, SOL, XRP, LTC and others on its platform. Trading exploded instantly: IBIT (BlackRockβs BTC ETF) crossed $1B volume in the first 30 minutes of the U.S. session. ππ΅
Balchunas joked:
"I knew those Vanguardians had a little degen in them, even some of the most conservative investors like to add a little hot sauce to their portfolio."
Vanguard manages over $11 trillion in assets β and its entry is already moving the market. π°
π3
π American Bitcoin stock collapses 50% in a month
π Shares of American Bitcoin have dropped more than 50% over the past month as early investors rushed to exit following the end of their lock-up period.
Even high-profile PR β including Eric Trumpβs tours of the companyβs mining facilities β failed to stop the sell-off. π€·
π Shares of American Bitcoin have dropped more than 50% over the past month as early investors rushed to exit following the end of their lock-up period.
Even high-profile PR β including Eric Trumpβs tours of the companyβs mining facilities β failed to stop the sell-off. π€·
π2β€1
πΌ Bitcoinβs fair value estimated at $165K
π A new analysis comparing BTCβs price to global liquidity suggests Bitcoin could be fairly valued around $165,000.
Just recently, the market offered a chance to buy around $80K β potentially a 2x upside if BTC realigns with liquidity trends. ππ΅
Maybe that was the last big opportunity? π
π A new analysis comparing BTCβs price to global liquidity suggests Bitcoin could be fairly valued around $165,000.
Just recently, the market offered a chance to buy around $80K β potentially a 2x upside if BTC realigns with liquidity trends. ππ΅
Maybe that was the last big opportunity? π
π7
π Ethereum sets new all-time performance record
Ahead of todayβs Fusaka upgrade, the Ethereum ecosystem (L1 + L2 combined) broke a new throughput record β 32,950 TPS, surpassing last weekβs peak of 31,000 TPS. π΄ββοΈ
Scalability upgrades continue to push the network to new highs.π
Ahead of todayβs Fusaka upgrade, the Ethereum ecosystem (L1 + L2 combined) broke a new throughput record β 32,950 TPS, surpassing last weekβs peak of 31,000 TPS. π΄ββοΈ
Scalability upgrades continue to push the network to new highs.π
π6
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π² Binance launches Binance Junior β accounts for kids and teens
Binance has introduced Binance Junior, a parent-controlled app and sub-account designed for users aged 6 to 17. π¦
Parents manage permissions, while teens can access a simplified interface and make payments via Binance Pay (where available). π΅
Binance has introduced Binance Junior, a parent-controlled app and sub-account designed for users aged 6 to 17. π¦
Parents manage permissions, while teens can access a simplified interface and make payments via Binance Pay (where available). π΅
π3π3
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π¬ Did Jim Cramer just curse Saylor?
Cramer compared Michael Saylor to the βMalcolm X of Bitcoin,β saying heβll do whatever it takes to defeat short-sellers.
Given Cramerβs legendary βinverse effect,β the crypto community instantly started discussing:
Is this the beginning of the end for Bitcoin? π€π
Cramer compared Michael Saylor to the βMalcolm X of Bitcoin,β saying heβll do whatever it takes to defeat short-sellers.
Given Cramerβs legendary βinverse effect,β the crypto community instantly started discussing:
Is this the beginning of the end for Bitcoin? π€π
β€2π1π«‘1
βοΈ Strategy is preparing for a potential βcrypto winterβ
π Analysts at CryptoQuant believe Michael Saylorβs company is getting ready for a bear market. Strategy has begun building a USD reserve to cover debt obligations over the next two years β currently $1.4B, with plans to increase it. π΅
Experts note that a 24-month cash buffer signals the company sees a real risk of Bitcoin entering a prolonged sideways phase or deeper decline. π
This shift may have major market implications:
βͺοΈLower BTC purchases from Strategy could weaken a key source of demand that fueled previous bull cycles.
βͺοΈBut the USD reserve also reduces the chance of forced BTC selling during stress, which ultimately supports long-term market stability.
π Analysts at CryptoQuant believe Michael Saylorβs company is getting ready for a bear market. Strategy has begun building a USD reserve to cover debt obligations over the next two years β currently $1.4B, with plans to increase it. π΅
Experts note that a 24-month cash buffer signals the company sees a real risk of Bitcoin entering a prolonged sideways phase or deeper decline. π
This shift may have major market implications:
βͺοΈLower BTC purchases from Strategy could weaken a key source of demand that fueled previous bull cycles.
βͺοΈBut the USD reserve also reduces the chance of forced BTC selling during stress, which ultimately supports long-term market stability.
π2π1
π Bitwise: Corporate ETH treasuries are collapsing
According to Bitwise, companies bought only 370,000 ETH in November (~$1.1B) β an 81% drop from the August peak. π§
The corporate treasury model is rapidly losing strength: premiums are shrinking, demand is fading, and smaller firms are entering a βdeath spiralβ, losing access to capital and the ability to keep accumulating ETH.
A worrying signal for the corporate ETH narrative β pressure i clearly building. π§±
According to Bitwise, companies bought only 370,000 ETH in November (~$1.1B) β an 81% drop from the August peak. π§
The corporate treasury model is rapidly losing strength: premiums are shrinking, demand is fading, and smaller firms are entering a βdeath spiralβ, losing access to capital and the ability to keep accumulating ETH.
A worrying signal for the corporate ETH narrative β pressure i clearly building. π§±
π3
π¦ CryptoQuant CEO: A 2022-style Bitcoin crash is unlikely
According to CryptoQuantβs CEO, if Strategy keeps holding its 650,000 BTC (~$60B) this cycle β or sells only a small portion β the market is unlikely to see another -65% Bitcoin drawdown like in 2022. π
BTC is currently about 25% below its ATH, and even if a bear phase begins, the decline will likely be much milder, resembling a broad sideways range rather than a deep collapse.
His message to long-term holders: avoid panic selling. Bitcoin now has stronger liquidity channels and far better structural support than in past cycles. π€
According to CryptoQuantβs CEO, if Strategy keeps holding its 650,000 BTC (~$60B) this cycle β or sells only a small portion β the market is unlikely to see another -65% Bitcoin drawdown like in 2022. π
BTC is currently about 25% below its ATH, and even if a bear phase begins, the decline will likely be much milder, resembling a broad sideways range rather than a deep collapse.
His message to long-term holders: avoid panic selling. Bitcoin now has stronger liquidity channels and far better structural support than in past cycles. π€
π4β€1
π± Major Security Flaw Found in Popular Android Chip β Solana Phones at Risk
Ledger researchers have demonstrated a critical exploit in the MediaTek Dimensity 7300 chip β the same one used in Solana Seeker smartphones.
β‘οΈ Using an electromagnetic attack, they gained full control of the device, and the flaw lies in the boot ROM, meaning it cannot be patched.
Key points:
β’ The vulnerability is baked into the silicon β no software fix is possible.
β’ Attackers can escalate privileges to the highest level.
β’ Solana Seeker phones inherit the same hardware-level flaw.
β’ Storing private keys on such devices is unsafe.
β’ Ledger stresses that only secure-element hardware wallets protect against this class of attacks.
A serious reminder: if your phone uses Dimensity 7300, it should not be your crypto storage device. π€·
Ledger researchers have demonstrated a critical exploit in the MediaTek Dimensity 7300 chip β the same one used in Solana Seeker smartphones.
β‘οΈ Using an electromagnetic attack, they gained full control of the device, and the flaw lies in the boot ROM, meaning it cannot be patched.
Key points:
β’ The vulnerability is baked into the silicon β no software fix is possible.
β’ Attackers can escalate privileges to the highest level.
β’ Solana Seeker phones inherit the same hardware-level flaw.
β’ Storing private keys on such devices is unsafe.
β’ Ledger stresses that only secure-element hardware wallets protect against this class of attacks.
A serious reminder: if your phone uses Dimensity 7300, it should not be your crypto storage device. π€·
π2π1