๐ผ Bitcoinโs fair value estimated at $165K
๐ A new analysis comparing BTCโs price to global liquidity suggests Bitcoin could be fairly valued around $165,000.
Just recently, the market offered a chance to buy around $80K โ potentially a 2x upside if BTC realigns with liquidity trends. ๐๐ต
Maybe that was the last big opportunity? ๐
๐ A new analysis comparing BTCโs price to global liquidity suggests Bitcoin could be fairly valued around $165,000.
Just recently, the market offered a chance to buy around $80K โ potentially a 2x upside if BTC realigns with liquidity trends. ๐๐ต
Maybe that was the last big opportunity? ๐
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๐ Ethereum sets new all-time performance record
Ahead of todayโs Fusaka upgrade, the Ethereum ecosystem (L1 + L2 combined) broke a new throughput record โ 32,950 TPS, surpassing last weekโs peak of 31,000 TPS. ๐ดโโ๏ธ
Scalability upgrades continue to push the network to new highs.๐
Ahead of todayโs Fusaka upgrade, the Ethereum ecosystem (L1 + L2 combined) broke a new throughput record โ 32,950 TPS, surpassing last weekโs peak of 31,000 TPS. ๐ดโโ๏ธ
Scalability upgrades continue to push the network to new highs.๐
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๐ฒ Binance launches Binance Junior โ accounts for kids and teens
Binance has introduced Binance Junior, a parent-controlled app and sub-account designed for users aged 6 to 17. ๐ฆ
Parents manage permissions, while teens can access a simplified interface and make payments via Binance Pay (where available). ๐ต
Binance has introduced Binance Junior, a parent-controlled app and sub-account designed for users aged 6 to 17. ๐ฆ
Parents manage permissions, while teens can access a simplified interface and make payments via Binance Pay (where available). ๐ต
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๐ฌ Did Jim Cramer just curse Saylor?
Cramer compared Michael Saylor to the โMalcolm X of Bitcoin,โ saying heโll do whatever it takes to defeat short-sellers.
Given Cramerโs legendary โinverse effect,โ the crypto community instantly started discussing:
Is this the beginning of the end for Bitcoin? ๐ค๐ญ
Cramer compared Michael Saylor to the โMalcolm X of Bitcoin,โ saying heโll do whatever it takes to defeat short-sellers.
Given Cramerโs legendary โinverse effect,โ the crypto community instantly started discussing:
Is this the beginning of the end for Bitcoin? ๐ค๐ญ
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โ๏ธ Strategy is preparing for a potential โcrypto winterโ
๐ Analysts at CryptoQuant believe Michael Saylorโs company is getting ready for a bear market. Strategy has begun building a USD reserve to cover debt obligations over the next two years โ currently $1.4B, with plans to increase it. ๐ต
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. ๐
This shift may have major market implications:
โช๏ธLower BTC purchases from Strategy could weaken a key source of demand that fueled previous bull cycles.
โช๏ธBut the USD reserve also reduces the chance of forced BTC selling during stress, which ultimately supports long-term market stability.
๐ Analysts at CryptoQuant believe Michael Saylorโs company is getting ready for a bear market. Strategy has begun building a USD reserve to cover debt obligations over the next two years โ currently $1.4B, with plans to increase it. ๐ต
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. ๐
This shift may have major market implications:
โช๏ธLower BTC purchases from Strategy could weaken a key source of demand that fueled previous bull cycles.
โช๏ธBut the USD reserve also reduces the chance of forced BTC selling during stress, which ultimately supports long-term market stability.
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๐ Bitwise: Corporate ETH treasuries are collapsing
According to Bitwise, companies bought only 370,000 ETH in November (~$1.1B) โ an 81% drop from the August peak. ๐ง
The corporate treasury model is rapidly losing strength: premiums are shrinking, demand is fading, and smaller firms are entering a โdeath spiralโ, losing access to capital and the ability to keep accumulating ETH.
A worrying signal for the corporate ETH narrative โ pressure i clearly building. ๐งฑ
According to Bitwise, companies bought only 370,000 ETH in November (~$1.1B) โ an 81% drop from the August peak. ๐ง
The corporate treasury model is rapidly losing strength: premiums are shrinking, demand is fading, and smaller firms are entering a โdeath spiralโ, losing access to capital and the ability to keep accumulating ETH.
A worrying signal for the corporate ETH narrative โ pressure i clearly building. ๐งฑ
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๐ฆ CryptoQuant CEO: A 2022-style Bitcoin crash is unlikely
According to CryptoQuantโs CEO, if Strategy keeps holding its 650,000 BTC (~$60B) this cycle โ or sells only a small portion โ the market is unlikely to see another -65% Bitcoin drawdown like in 2022. ๐
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. ๐ค
According to CryptoQuantโs CEO, if Strategy keeps holding its 650,000 BTC (~$60B) this cycle โ or sells only a small portion โ the market is unlikely to see another -65% Bitcoin drawdown like in 2022. ๐
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. ๐ค
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๐ฑ Major Security Flaw Found in Popular Android Chip โ Solana Phones at Risk
Ledger researchers have demonstrated a critical exploit in the MediaTek Dimensity 7300 chip โ the same one used in Solana Seeker smartphones.
โก๏ธ 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:
โข The vulnerability is baked into the silicon โ no software fix is possible.
โข Attackers can escalate privileges to the highest level.
โข Solana Seeker phones inherit the same hardware-level flaw.
โข Storing private keys on such devices is unsafe.
โข 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. ๐คท
Ledger researchers have demonstrated a critical exploit in the MediaTek Dimensity 7300 chip โ the same one used in Solana Seeker smartphones.
โก๏ธ 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:
โข The vulnerability is baked into the silicon โ no software fix is possible.
โข Attackers can escalate privileges to the highest level.
โข Solana Seeker phones inherit the same hardware-level flaw.
โข Storing private keys on such devices is unsafe.
โข 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. ๐คท
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๐บ๐ธ BlackRock: U.S. Debt Growth Could Spark a Crypto Bull Run
BlackRock predicts that the rising U.S. national debt โ potentially hitting $50T by 2035 โ will drive crypto gains over the next decade, as a weakening dollar increases demand for Bitcoin as a store of value.
๐ก 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 โ potentially hitting $50T by 2035 โ will drive crypto gains over the next decade, as a weakening dollar increases demand for Bitcoin as a store of value.
๐ก 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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๐ Ripple CEO: Bitcoin could hit $180K by 2026
Key points from the interview:
โข Macro & cycles: Strong tailwinds and U.S. regulatory clarity are boosting crypto; institutions are just starting to enter.
โข ETF demand: Crypto ETFs are in early days โ Rippleโs ETF saw $700M+ inflows recently, and institutional adoption is accelerating.
โข Stablecoins: Investors prefer stablecoins in risk-off periods; Rippleโs stablecoin already surpassed $1B market cap.
Bullish outlook: BTC could surge as regulation, macro support, and institutional flows align.
Key points from the interview:
โข Macro & cycles: Strong tailwinds and U.S. regulatory clarity are boosting crypto; institutions are just starting to enter.
โข ETF demand: Crypto ETFs are in early days โ Rippleโs ETF saw $700M+ inflows recently, and institutional adoption is accelerating.
โข Stablecoins: Investors prefer stablecoins in risk-off periods; Rippleโs stablecoin already surpassed $1B market cap.
Bullish outlook: BTC could surge as regulation, macro support, and institutional flows align.
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๐ฅ Peter Schiff vs CZ: The Bitcoin vs Tokenized Gold Debate
At Binance Blockchain Week in Dubai, Peter Schiff and CZ went head-to-head in a debate about Bitcoin vs tokenized gold. Before the event, Schiff even posted a cartoon video showing him and CZ fighting โ CZ using Bitcoin, Schiff using a gold bar. ๐ฅ
But on stage things flipped: CZ โknocked him outโ by demonstrating a fake gold bar, making his point clear โ
โNo proof of work โ no value.โ ๐คท
Bottom line: the debate highlighted how, in todayโs market, digitally verifiable value can outweigh physical gold, especially when gold can be counterfeited.
At Binance Blockchain Week in Dubai, Peter Schiff and CZ went head-to-head in a debate about Bitcoin vs tokenized gold. Before the event, Schiff even posted a cartoon video showing him and CZ fighting โ CZ using Bitcoin, Schiff using a gold bar. ๐ฅ
But on stage things flipped: CZ โknocked him outโ by demonstrating a fake gold bar, making his point clear โ
โNo proof of work โ no value.โ ๐คท
Bottom line: the debate highlighted how, in todayโs market, digitally verifiable value can outweigh physical gold, especially when gold can be counterfeited.
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๐ณ Japanโs sovereign debt is on the edge
๐ฏ๐ต Japanโs 10-year bond yield has jumped from โ0.28% to 1.92% since 2019 โ the highest since 2007. The countryโs debt-to-GDP ratio is 215%, and it just launched a $135B stimulus package.
Markets now expect an 80% chance that the Bank of Japan will hike rates again on December 19. Such a move could trigger a carry-trade unwind, potentially causing global shockwaves.
While everyone watches the Fedโs decision on December 10, the real financial time bomb may be Japan.
Remember: on August 5, 2024, BTC briefly crashed below $50k during a carry-trade panic ๐ฉ
๐ฏ๐ต Japanโs 10-year bond yield has jumped from โ0.28% to 1.92% since 2019 โ the highest since 2007. The countryโs debt-to-GDP ratio is 215%, and it just launched a $135B stimulus package.
Markets now expect an 80% chance that the Bank of Japan will hike rates again on December 19. Such a move could trigger a carry-trade unwind, potentially causing global shockwaves.
While everyone watches the Fedโs decision on December 10, the real financial time bomb may be Japan.
Remember: on August 5, 2024, BTC briefly crashed below $50k during a carry-trade panic ๐ฉ
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Ethereum drops a 35-second video explaining the new Fusaka upgrade
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๐ธ Funds Are Accumulating Bitcoin
BlackRock CEO Larry Fink says sovereign wealth funds have been quietly buying large amounts of BTC around $80k โ not for speculation, but for true long-term accumulation.
๐ According to Fink, the Bitcoin market will accelerate much faster than most expect, and the key catalyst will be the tokenization of real-world assets (RWA).
๐ผ BlackRock believes tokenization will become the foundation of the new global financial system in the coming years.
Fink continues to fuel interest in the RWA narrative โ clearly warming up the market ahead of BlackRockโs upcoming products. ๐
BlackRock CEO Larry Fink says sovereign wealth funds have been quietly buying large amounts of BTC around $80k โ not for speculation, but for true long-term accumulation.
๐ According to Fink, the Bitcoin market will accelerate much faster than most expect, and the key catalyst will be the tokenization of real-world assets (RWA).
๐ผ BlackRock believes tokenization will become the foundation of the new global financial system in the coming years.
Fink continues to fuel interest in the RWA narrative โ clearly warming up the market ahead of BlackRockโs upcoming products. ๐
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Not only Peter Schiff showed up at Binance Blockchain Week yesterday ๐
CZ finally met Michael Saylor in person for the first time โ a moment many in the community have been waiting years to see. ๐
At the same time, CZ said he doesnโt feel the need to return to day-to-day work at Binance anymore. ๐คท
And honestlyโฆ why would he? When you can travel, chill, and meet interesting people instead ๐
CZ finally met Michael Saylor in person for the first time โ a moment many in the community have been waiting years to see. ๐
At the same time, CZ said he doesnโt feel the need to return to day-to-day work at Binance anymore. ๐คท
And honestlyโฆ why would he? When you can travel, chill, and meet interesting people instead ๐
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๐ Bitcoin is gearing up for $100k
A CoinDesk analyst highlights several bullish signals pointing to a continued uptrend. ๐
โข BTC volatility (BVIV) has dropped to 48, breaking below the long-term trend โ fear is fading and the market is stabilizing.
โข A weakening dollar adds extra support for risk assets.
โข Technical setup: BTC is holding above $93,104 and above the Ichimoku cloud, keeping momentum strong.
โข Next targets: $98kโ$100k.
โ ๏ธ Risk: a move back below the Ichimoku cloud could weaken the bullish impulse.
Targets for major alts:
๐น ETH โ $3,500
๐น SOL โ $165
๐น XRP โ $2.30
Overall: market structure remains bullish, and the push to six figures is back on the table.
A CoinDesk analyst highlights several bullish signals pointing to a continued uptrend. ๐
โข BTC volatility (BVIV) has dropped to 48, breaking below the long-term trend โ fear is fading and the market is stabilizing.
โข A weakening dollar adds extra support for risk assets.
โข Technical setup: BTC is holding above $93,104 and above the Ichimoku cloud, keeping momentum strong.
โข Next targets: $98kโ$100k.
โ ๏ธ Risk: a move back below the Ichimoku cloud could weaken the bullish impulse.
Targets for major alts:
๐น ETH โ $3,500
๐น SOL โ $165
๐น XRP โ $2.30
Overall: market structure remains bullish, and the push to six figures is back on the table.
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๐ Casascius Bitcoin coins come alive after 13 years
Over the weekend, two transactions of 1,000 BTC each were moved for the first time in over 13 years โ coming from so-called Casascius Coins. Someone finally decided to stop holding paper wealth and become a real multimillionaire. ๐ต
Casascius Coins were physical Bitcoin coins issued between 2011โ2013: metal tokens with a hologram hiding a private key loaded with BTC. To access the funds, the hologram must be peeled off โ destroying the coinโs collectible value forever.
Many collectors have held these coins untouched for years. According to TimeChain Index, the 17 largest Casascius holders may still control 36,467 BTC (~$3.65B). ๐
Just a month ago, BTC from one of these coins was also moved to Coinbase โ a sign that more โsleepingโ legends may be waking up.
Over the weekend, two transactions of 1,000 BTC each were moved for the first time in over 13 years โ coming from so-called Casascius Coins. Someone finally decided to stop holding paper wealth and become a real multimillionaire. ๐ต
Casascius Coins were physical Bitcoin coins issued between 2011โ2013: metal tokens with a hologram hiding a private key loaded with BTC. To access the funds, the hologram must be peeled off โ destroying the coinโs collectible value forever.
Many collectors have held these coins untouched for years. According to TimeChain Index, the 17 largest Casascius holders may still control 36,467 BTC (~$3.65B). ๐
Just a month ago, BTC from one of these coins was also moved to Coinbase โ a sign that more โsleepingโ legends may be waking up.
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โพ๏ธ Trump Takes a Shot at Peter Schiff
Donald Trump dedicated a weekend post to longtime crypto critic Peter Schiff, calling him a โTrump-hating loser.โ ๐
The remark came after Schiff appeared on TV discussing the economy, once again taking a bearish stance. Trump dismissed his views, mocking both the analyst and the show that invited him on. ๐ฃ ๐บ
Donald Trump dedicated a weekend post to longtime crypto critic Peter Schiff, calling him a โTrump-hating loser.โ ๐
The remark came after Schiff appeared on TV discussing the economy, once again taking a bearish stance. Trump dismissed his views, mocking both the analyst and the show that invited him on. ๐ฃ ๐บ
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Trend Score Signal s Broad BTC Accumulation ๐ฐ
The Trend Score indicator shows active Bitcoin buying across almost all market participants โ from large holders to retail investors. This kind of behavior has appeared before: in some cases it preceded further price growth, in others the market continued to decline. ๐๐๐
Historically, however, such broad-based accumulation has more often been observed either around major trend reversals or during the middle of strong rallies, when market optimism โ and greed โ start to intensify. ๐
The Trend Score indicator shows active Bitcoin buying across almost all market participants โ from large holders to retail investors. This kind of behavior has appeared before: in some cases it preceded further price growth, in others the market continued to decline. ๐๐๐
Historically, however, such broad-based accumulation has more often been observed either around major trend reversals or during the middle of strong rallies, when market optimism โ and greed โ start to intensify. ๐
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