🧸 Crypto Fear & Greed at Extreme Fear (24)
The market is sitting at 24, signaling Extreme Fear.
CZ reminds everyone: “It’s better to sell when there is maximum greed, and buy when there is maximum fear.” 🤷♂️
Meanwhile, Bitcoin has bounced back to $87,000 after dipping to $85,000 yesterday. 📈
Are you ready to buy when the market is scared? 👀
The market is sitting at 24, signaling Extreme Fear.
CZ reminds everyone: “It’s better to sell when there is maximum greed, and buy when there is maximum fear.” 🤷♂️
Meanwhile, Bitcoin has bounced back to $87,000 after dipping to $85,000 yesterday. 📈
Are you ready to buy when the market is scared? 👀
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Altcoins Won’t Survive Without ETFs? 🙀
🤵♂️ CryptoQuant’s CEO warns that altcoin liquidity is fading fast, and only projects able to open new liquidity channels — especially through ETFs — may endure the market.
✔️ 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 — or may soon get — ETF support. 🤔
🤵♂️ CryptoQuant’s CEO warns that altcoin liquidity is fading fast, and only projects able to open new liquidity channels — especially through ETFs — may endure the market.
✔️ 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 — or may soon get — ETF support. 🤔
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📉 How Much Lower Can Bitcoin Go?
Peter Brandt notes that the upper boundary of Bitcoin’s lower logarithmic curve — a zone that has consistently acted as support — lies near $40,000. 👀
And that’s only the upper line… historically, BTC has fallen even deeper below it 🥴
But there’s another twist: in this cycle, Bitcoin also never reached the upper boundary of the curve 🤔
Peter Brandt notes that the upper boundary of Bitcoin’s lower logarithmic curve — a zone that has consistently acted as support — lies near $40,000. 👀
And that’s only the upper line… historically, BTC has fallen even deeper below it 🥴
But there’s another twist: in this cycle, Bitcoin also never reached the upper boundary of the curve 🤔
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📈 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. 🚀
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 — yet the structure appears different. 🧐
Why the old model is breaking:
▪️ Institutions replaced miners — demand from ETFs and corporates is 7× stronger than halving supply cuts.
▪️ No bubble signs — growth has been steady, without the parabolic spikes of past cycles.
▪️ Macro influence — BTC now reacts to global economics; expected Fed easing in 6–9 months may support the trend.
Analysts say the cycle isn’t over — 2026 could bring another leg up. 👀📈
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. 🚀
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 — yet the structure appears different. 🧐
Why the old model is breaking:
▪️ Institutions replaced miners — demand from ETFs and corporates is 7× stronger than halving supply cuts.
▪️ No bubble signs — growth has been steady, without the parabolic spikes of past cycles.
▪️ Macro influence — BTC now reacts to global economics; expected Fed easing in 6–9 months may support the trend.
Analysts say the cycle isn’t over — 2026 could bring another leg up. 👀📈
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🛠 Bitcoin Miners Face the Toughest Margins in History
With BTC’s 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 — a stark contrast to the 3–6 months typical during the 2017 bull run. 😳
The mining sector is entering one of its most challenging phases ever.
With BTC’s 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 — a stark contrast to the 3–6 months typical during the 2017 bull run. 😳
The mining sector is entering one of its most challenging phases ever.
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🐻 Another Bear Calls for a Drop to $50K
🔎 Bloomberg’s senior strategist Mike McGlone believes Bitcoin could fall to $50,000, noting the asset is strongly overbought relative to gold.
📉 Lower volatility in the stock market is also supporting the current correction.
Both bull and bear camps are growing — and the tension is rising. Who will be right this time? 🤨
🔎 Bloomberg’s senior strategist Mike McGlone believes Bitcoin could fall to $50,000, noting the asset is strongly overbought relative to gold.
📉 Lower volatility in the stock market is also supporting the current correction.
Both bull and bear camps are growing — and the tension is rising. Who will be right this time? 🤨
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🔨 2010 Bitcoin Miner Moves “Sleeping” Coins
A Bitcoin miner from 2010 just moved 50 BTC mined in the early days — coins that have since increased in value by 21.65 million times (~2.165 billion %)! 🙀
These 50 BTC were originally mined in March 2010 for a single block, when Bitcoin was worth only $0.004 — making their initial value around $0.20. 💪
On Dec 2, 2025, the coins were transferred to five new addresses, now valued at roughly $4.33 million. 💰
A rare glimpse into early Bitcoin history and the incredible long-term gains of holding since the Satoshi era. 👀
A Bitcoin miner from 2010 just moved 50 BTC mined in the early days — coins that have since increased in value by 21.65 million times (~2.165 billion %)! 🙀
These 50 BTC were originally mined in March 2010 for a single block, when Bitcoin was worth only $0.004 — making their initial value around $0.20. 💪
On Dec 2, 2025, the coins were transferred to five new addresses, now valued at roughly $4.33 million. 💰
A rare glimpse into early Bitcoin history and the incredible long-term gains of holding since the Satoshi era. 👀
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🚀 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.
💰 Total crypto market cap has climbed back to $3.15 trillion.
The sharp rebound triggered massive liquidations:
• 123,000+ traders liquidated
• Total losses: $492M
• Short-sellers took the biggest hit — over $310M wiped out on BTC and ETH alone
The market bounces back fast — 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.
💰 Total crypto market cap has climbed back to $3.15 trillion.
The sharp rebound triggered massive liquidations:
• 123,000+ traders liquidated
• Total losses: $492M
• Short-sellers took the biggest hit — over $310M wiped out on BTC and ETH alone
The market bounces back fast — and punishes the bears even faster.
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🛠 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. 🧐
But if you include non-cash expenses — depreciation and stock-based compensation — the total average cost jumps to ~$137,800 per BTC. 😳
Rising costs highlight growing pressure on miners as profitability tightens, especially with BTC consolidating and competition increasing. 📊
According to the latest CoinShares report, the average cost to mine 1 BTC for public miners in Q2 2025 climbed to ~$74,600. 🧐
But if you include non-cash expenses — depreciation and stock-based compensation — the total average cost jumps to ~$137,800 per BTC. 😳
Rising costs highlight growing pressure on miners as profitability tightens, especially with BTC consolidating and competition increasing. 📊
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📊 BTC buy/sell ratio hits highest level since Jan 2023
The BTC buy-to-sell ratio across all exchanges jumped to 1.17 yesterday — the highest reading since early 2023. This signals a clear dominance of buyers in the market. 🧐
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 — the highest reading since early 2023. This signals a clear dominance of buyers in the market. 🧐
Historically, such spikes suggest that the current bull cycle is unlikely to be ending soon, although market risks remain in place.
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🔥 Vanguard Effect hits Bitcoin
Eric Balchunas notes a powerful “Vanguard Effect”: Bitcoin surged right as U.S. markets opened — 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 (BlackRock’s BTC ETF) crossed $1B volume in the first 30 minutes of the U.S. session. 🚀💵
Balchunas joked:
Vanguard manages over $11 trillion in assets — and its entry is already moving the market. 💰
Eric Balchunas notes a powerful “Vanguard Effect”: Bitcoin surged right as U.S. markets opened — 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 (BlackRock’s BTC ETF) crossed $1B volume in the first 30 minutes of the U.S. session. 🚀💵
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 — and its entry is already moving the market. 💰
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📉 American Bitcoin stock collapses 50% in a month
📊 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 — including Eric Trump’s tours of the company’s mining facilities — failed to stop the sell-off. 🤷
📊 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 — including Eric Trump’s tours of the company’s mining facilities — failed to stop the sell-off. 🤷
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🔼 Bitcoin’s fair value estimated at $165K
🔎 A new analysis comparing BTC’s price to global liquidity suggests Bitcoin could be fairly valued around $165,000.
Just recently, the market offered a chance to buy around $80K — potentially a 2x upside if BTC realigns with liquidity trends. 📈💵
Maybe that was the last big opportunity? 😉
🔎 A new analysis comparing BTC’s price to global liquidity suggests Bitcoin could be fairly valued around $165,000.
Just recently, the market offered a chance to buy around $80K — potentially a 2x upside if BTC realigns with liquidity trends. 📈💵
Maybe that was the last big opportunity? 😉
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🎲 Binance launches Binance Junior — accounts for kids and teens
Binance has introduced Binance Junior, a parent-controlled app and sub-account designed for users aged 6 to 17. 👦
Parents manage permissions, while teens can access a simplified interface and make payments via Binance Pay (where available). 💵
Binance has introduced Binance Junior, a parent-controlled app and sub-account designed for users aged 6 to 17. 👦
Parents manage permissions, while teens can access a simplified interface and make payments via Binance Pay (where available). 💵
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😬 Did Jim Cramer just curse Saylor?
Cramer compared Michael Saylor to the “Malcolm X of Bitcoin,” saying he’ll do whatever it takes to defeat short-sellers.
Given Cramer’s legendary “inverse effect,” the crypto community instantly started discussing:
Is this the beginning of the end for Bitcoin? 🤔😭
Cramer compared Michael Saylor to the “Malcolm X of Bitcoin,” saying he’ll do whatever it takes to defeat short-sellers.
Given Cramer’s legendary “inverse effect,” the crypto community instantly started discussing:
Is this the beginning of the end for Bitcoin? 🤔😭
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❄️ Strategy is preparing for a potential “crypto winter”
🔎 Analysts at CryptoQuant believe Michael Saylor’s company is getting ready for a bear market. Strategy has begun building a USD reserve to cover debt obligations over the next two years — currently $1.4B, with plans to increase it. 💵
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. 👀
This shift may have major market implications:
▪️Lower BTC purchases from Strategy could weaken a key source of demand that fueled previous bull cycles.
▪️But the USD reserve also reduces the chance of forced BTC selling during stress, which ultimately supports long-term market stability.
🔎 Analysts at CryptoQuant believe Michael Saylor’s company is getting ready for a bear market. Strategy has begun building a USD reserve to cover debt obligations over the next two years — currently $1.4B, with plans to increase it. 💵
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. 👀
This shift may have major market implications:
▪️Lower BTC purchases from Strategy could weaken a key source of demand that fueled previous bull cycles.
▪️But the USD reserve also reduces the chance of forced BTC selling during stress, which ultimately supports long-term market stability.
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📊 Bitwise: Corporate ETH treasuries are collapsing
According to Bitwise, companies bought only 370,000 ETH in November (~$1.1B) — an 81% drop from the August peak. 🧐
The corporate treasury model is rapidly losing strength: premiums are shrinking, demand is fading, and smaller firms are entering a “death spiral”, losing access to capital and the ability to keep accumulating ETH.
A worrying signal for the corporate ETH narrative — pressure i clearly building. 🧱
According to Bitwise, companies bought only 370,000 ETH in November (~$1.1B) — an 81% drop from the August peak. 🧐
The corporate treasury model is rapidly losing strength: premiums are shrinking, demand is fading, and smaller firms are entering a “death spiral”, losing access to capital and the ability to keep accumulating ETH.
A worrying signal for the corporate ETH narrative — pressure i clearly building. 🧱
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🦋 CryptoQuant CEO: A 2022-style Bitcoin crash is unlikely
According to CryptoQuant’s CEO, if Strategy keeps holding its 650,000 BTC (~$60B) this cycle — or sells only a small portion — the market is unlikely to see another -65% Bitcoin drawdown like in 2022. 📉
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. 🤔
According to CryptoQuant’s CEO, if Strategy keeps holding its 650,000 BTC (~$60B) this cycle — or sells only a small portion — the market is unlikely to see another -65% Bitcoin drawdown like in 2022. 📉
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. 🤔
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📱 Major Security Flaw Found in Popular Android Chip — Solana Phones at Risk
Ledger researchers have demonstrated a critical exploit in the MediaTek Dimensity 7300 chip — the same one used in Solana Seeker smartphones.
⚡️ 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:
• The vulnerability is baked into the silicon — no software fix is possible.
• Attackers can escalate privileges to the highest level.
• Solana Seeker phones inherit the same hardware-level flaw.
• Storing private keys on such devices is unsafe.
• 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. 🤷
Ledger researchers have demonstrated a critical exploit in the MediaTek Dimensity 7300 chip — the same one used in Solana Seeker smartphones.
⚡️ 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:
• The vulnerability is baked into the silicon — no software fix is possible.
• Attackers can escalate privileges to the highest level.
• Solana Seeker phones inherit the same hardware-level flaw.
• Storing private keys on such devices is unsafe.
• 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. 🤷
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🇺🇸 BlackRock: U.S. Debt Growth Could Spark a Crypto Bull Run
BlackRock predicts that the rising U.S. national debt — potentially hitting $50T by 2035 — will drive crypto gains over the next decade, as a weakening dollar increases demand for Bitcoin as a store of value.
💡 The booming AI sector requires massive investments in energy and infrastructure, funded through the expanding deficit.
With spot ETFs making institutional entry easier, cryptocurrencies are shifting from speculation to a legitimate hedge against debt and the new AI-driven economy.
Bottom line: Crypto is becoming a natural response to rising debt and economic transformation.
BlackRock predicts that the rising U.S. national debt — potentially hitting $50T by 2035 — will drive crypto gains over the next decade, as a weakening dollar increases demand for Bitcoin as a store of value.
💡 The booming AI sector requires massive investments in energy and infrastructure, funded through the expanding deficit.
With spot ETFs making institutional entry easier, cryptocurrencies are shifting from speculation to a legitimate hedge against debt and the new AI-driven economy.
Bottom line: Crypto is becoming a natural response to rising debt and economic transformation.
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