🥊 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 — CZ using Bitcoin, Schiff using a gold bar. 🥋

But on stage things flipped: CZ “knocked him out” by demonstrating a fake gold bar, making his point clear —
“No proof of work — no value.” 🤷

Bottom line: the debate highlighted how, in today’s market, digitally verifiable value can outweigh physical gold, especially when gold can be counterfeited.

😳 Japan’s sovereign debt is on the edge

🇯🇵 Japan’s 10-year bond yield has jumped from –0.28% to 1.92% since 2019 — the highest since 2007. The country’s 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 Fed’s 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 😩

💸 Funds Are Accumulating Bitcoin

BlackRock CEO Larry Fink says sovereign wealth funds have been quietly buying large amounts of BTC around $80k — not for speculation, but for true long-term accumulation.

🐂 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).

🔼 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 — clearly warming up the market ahead of BlackRock’s upcoming products. 🕐

Not only Peter Schiff showed up at Binance Blockchain Week yesterday 👀

CZ finally met Michael Saylor in person for the first time — a moment many in the community have been waiting years to see. 😎

At the same time, CZ said he doesn’t feel the need to return to day-to-day work at Binance anymore. 🤷

And honestly… why would he? When you can travel, chill, and meet interesting people instead 😄

🤏 Crypto bros on Twitter aren’t giving up… “alt season is coming soon.” 🚀

After every major crypto market correction in past cycles, altcoins delivered dozens of Xs (like in 2020–2021).👀

👀 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 — coming from so-called Casascius Coins. Someone finally decided to stop holding paper wealth and become a real multimillionaire. 💵

Casascius Coins were physical Bitcoin coins issued between 2011–2013: metal tokens with a hologram hiding a private key loaded with BTC. To access the funds, the hologram must be peeled off — destroying the coin’s 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). 🙀

Just a month ago, BTC from one of these coins was also moved to Coinbase — a sign that more “sleeping” legends may be waking up.

⚾️ Trump Takes a Shot at Peter Schiff

Donald Trump dedicated a weekend post to longtime crypto critic Peter Schiff, calling him a “Trump-hating loser.” 😁

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. 🗣 📺

Trend Score Signal s Broad BTC Accumulation 💰

The Trend Score indicator shows active Bitcoin buying across almost all market participants — 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. 📈📉👀

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 — and greed — start to intensify. 🚀

📉 Bearish 2021 Fractal Making the Rounds on Twitter

Traders on X are sharing charts that suggest Bitcoin may be repeating a 2021-style fractal with a bearish outcome. 👀

If this scenario plays out, BTC could face a deeper correction into the $35,000–$45,000 range. 😢

While fractals aren’t guarantees, the discussion highlights growing caution in the market as volatility and uncertainty return.

💰 Strategy (formerly MicroStrategy) bought 10,624 BTC for $963M at an average price of $90,615 each between Dec 1–7.

As of Dec 7, the company holds 660,624 BTC (~3% of total supply), spending $43.35B since 2020 at an average of $74,696 per BTC.

The latest purchase was funded through STRD preferred shares and MSTR common stock. Strategy continues its aggressive Bitcoin accumulation strategy. 🚀💪

❄️ Crypto Winter Incoming?

Bloomberg reports that Bitcoin options suggest traders are bracing for a prolonged consolidation between $80K–$100K. 🧐

December contracts are much more active than long-term ones, with many traders selling options to collect premiums, betting that the market will remain relatively stable in the near term.

According to latest data, ETFs, companies, institutions, governments and sovereign funds are now sitting on 4,000,000+ BTC — that’s $366B or roughly 19% of total Bitcoin supply. 🙀

💀 Did Arkham “deanonymize” Zcash? Not really.

🔎 Arkham posted a flashy claim about linking 53%+ of Zcash transactions (public + private) to known entities, with labeled volume exceeding $420B. This sparked backlash, as many took it as a hint that shielded ZEC transactions were cracked. 😾

Reality check: Arkham works only with the transparent part of the network. No shielded data was broken. 🔥

Zcash co-founder Zooko confirmed that deanonymizing shielded ZEC is impossible, since the data simply doesn’t exist — Arkham is just tracking wallets that chose public transparency.

💸 Market Waking Up

🚀 Bitcoin has broken above $94,000, Ethereum is trading near $3,370, and major altcoins are up 4–10% in the past 24 hours.

The biggest pain is on the short side: $265M in short positions were liquidated in just the last four hours. On HTX alone, one large trader lost $24M in a single order. 🤷

Momentum is picking up — volatility is back. 📊

Polymarket gives a 95% chance that the Fed cuts rates by 25 bps today 💪

Most traders agree this move is already priced in for crypto. 🤷

But that scary 5% scenario? Yeah… if the Fed decides to surprise everyone, the market might go from “priced in” to “panic mode” in seconds. 🙀📉

💫 Humans vs AI: Trading Tournament

The Aster team has launched a new trading competition where 70 human traders and 30 AI bots each receive $10,000 to trade. 🚀

Early results favor humans by a wide margin:

— Humans: +$64,000 (+9.25%)
— AI bots: -$49 (-0.01%)

For now, humans are clearly outperforming the machines. 🥋🤖

🧐 Silk Road Wallets Wake Up After 13 Years

After more than a decade of inactivity, 314 wallets linked to the Silk Road darknet marketplace moved BTC to an unknown address. 👀

The total value of the transfer was around $3.5M. Despite this movement, Silk Road–related wallets still hold 415.7 BTC worth about $38.5M.

💰 Corporate Bitcoin Treasuries Keep Growing

Corporate Bitcoin holdings have reached 1.08 million BTC, marking a +448% increase since January 2023, when companies held just 197,000 BTC. 🚀

Institutions continue to accumulate, reinforcing Bitcoin’s role as a long-term treasury asset despite market volatility.