๐ CryptoQuant: Short-term BTC holders in deep pain
Short-term Bitcoin holders are now sitting on one of the biggest unrealized losses of 2025 โ their average entry price is about 10% above the current market, putting them firmly in a โreal pain zone.โ ๐
Historically, such deep loss phases appear late in a correction, often signaling that a market reversal may be approaching as selling pressure exhausts. ๐
In short: short-term holders are hurting, but this level of capitulation has previously marked the end of corrections rather than the beginning.
Short-term Bitcoin holders are now sitting on one of the biggest unrealized losses of 2025 โ their average entry price is about 10% above the current market, putting them firmly in a โreal pain zone.โ ๐
Historically, such deep loss phases appear late in a correction, often signaling that a market reversal may be approaching as selling pressure exhausts. ๐
In short: short-term holders are hurting, but this level of capitulation has previously marked the end of corrections rather than the beginning.
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๐ฅ Fed quietly turns on the money printer
Recent data on U.S. Treasury purchases shows the Fed is effectively launching stealth QE again. Over just a few weeks, the Fed is set to buy tens of billions in government bonds:
โข Dec 12 โ $8.167B
โข Dec 15 โ $6.801B
โข Dec 17 โ $8.165B
โข Dec 19 โ $8.165B
โข Dec 22 โ $6.801B
โข Jan 6 โ $8.165B
โข Jan 8 โ $8.165B
Such accelerated bond purchases usually signal liquidity injections โ historically bullish for risk assets like BTC and equities.
In short: the money printer is humming again, and markets may feel it soon. ๐
Recent data on U.S. Treasury purchases shows the Fed is effectively launching stealth QE again. Over just a few weeks, the Fed is set to buy tens of billions in government bonds:
โข Dec 12 โ $8.167B
โข Dec 15 โ $6.801B
โข Dec 17 โ $8.165B
โข Dec 19 โ $8.165B
โข Dec 22 โ $6.801B
โข Jan 6 โ $8.165B
โข Jan 8 โ $8.165B
Such accelerated bond purchases usually signal liquidity injections โ historically bullish for risk assets like BTC and equities.
In short: the money printer is humming again, and markets may feel it soon. ๐
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๐ฌ Netflix Drops Trailer for Crypto Comedy About a Lost $35M Password
Netflix is releasing a new comedy, โOne Attempt Remaining,โ starring Jennifer Garner.
๐ The plot: a divorced couple discovers that the crypto they once won on a cruise is now worth $35M โ but theyโve forgotten the password and have 48 hours before the SEC claim expires.
The film pokes fun at real crypto nightmares, echoing cases like ex-Ripple CTO Stefan Thomas, who lost access to 7,002 BTC, and the famous UK โlandfill Bitcoinโ story. ๐
Crypto has appeared in documentaries before, but this is one of the first full-scale Hollywood comedies centered on the chaos of private keys and lost fortunes.
A light take on a very real problem: in crypto, a forgotten password can cost millions. ๐คท๐ต
Netflix is releasing a new comedy, โOne Attempt Remaining,โ starring Jennifer Garner.
๐ The plot: a divorced couple discovers that the crypto they once won on a cruise is now worth $35M โ but theyโve forgotten the password and have 48 hours before the SEC claim expires.
The film pokes fun at real crypto nightmares, echoing cases like ex-Ripple CTO Stefan Thomas, who lost access to 7,002 BTC, and the famous UK โlandfill Bitcoinโ story. ๐
Crypto has appeared in documentaries before, but this is one of the first full-scale Hollywood comedies centered on the chaos of private keys and lost fortunes.
A light take on a very real problem: in crypto, a forgotten password can cost millions. ๐คท๐ต
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๐ Another solo miner strikes lucky
๐ A solo Bitcoin miner has successfully mined block #927474, earning a reward of 3.133 BTC โ roughly $284,000.
Such wins are extremely rare, as solo miners compete against massive industrial pools. But every so often, luck hits, showing that even small independent miners can still capture an entire block reward on their own.
A reminder: in Bitcoin, probability sometimes smiles on the little guy. ๐
๐ A solo Bitcoin miner has successfully mined block #927474, earning a reward of 3.133 BTC โ roughly $284,000.
Such wins are extremely rare, as solo miners compete against massive industrial pools. But every so often, luck hits, showing that even small independent miners can still capture an entire block reward on their own.
A reminder: in Bitcoin, probability sometimes smiles on the little guy. ๐
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โ๏ธ Solana withstands massive DDoS attack
Solanaโs network has endured a week-long DDoS attack that became the fourth-largest ever recorded against any distributed system, with peak traffic reaching 6 Tbps. ๐
Despite the scale of the attack, on-chain data shows the blockchain handled the load without issues. ๐ง
Transaction confirmations stayed under one second, and slot times remained stable throughout the incident. ๐ช
Solanaโs network has endured a week-long DDoS attack that became the fourth-largest ever recorded against any distributed system, with peak traffic reaching 6 Tbps. ๐
Despite the scale of the attack, on-chain data shows the blockchain handled the load without issues. ๐ง
Transaction confirmations stayed under one second, and slot times remained stable throughout the incident. ๐ช
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๐จโ๐ฆฐ๐ฅ ๐ค Humans vs AI: the trading reality check
Last week, Aster launched a trading tournament where human traders competed directly against an AI. The results after just one week look brutal: collectively, humans are down 30%, while the AI is hovering around break-even. ๐
However, the picture changes when looking at individual performance. The top-ranked participant is still a human โ delivering an impressive 4x return in just 7 days. The takeaway? On average, AI beats the crowd, but exceptional individuals can still outperform the machine. ๐
Last week, Aster launched a trading tournament where human traders competed directly against an AI. The results after just one week look brutal: collectively, humans are down 30%, while the AI is hovering around break-even. ๐
However, the picture changes when looking at individual performance. The top-ranked participant is still a human โ delivering an impressive 4x return in just 7 days. The takeaway? On average, AI beats the crowd, but exceptional individuals can still outperform the machine. ๐
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Binance offers up to $5M for whistleblowers ๐ฅท๐ฐ
Binance has announced a reward of up to $5 million for information exposing fraudulent โlisting agentsโ who falsely claim they can influence token listings. ๐ต
The exchange stressed that all listings must go through official Binance channels only and that it does not work with third-party brokers or intermediaries. ๐ง
The move comes amid increased scrutiny of Binanceโs listing practices after recent insider trading incidents. Following an internal audit, Binance has already blacklisted several individuals and firms for misrepresenting ties to the exchange and charging projects for fake listing services. ๐
Binance has announced a reward of up to $5 million for information exposing fraudulent โlisting agentsโ who falsely claim they can influence token listings. ๐ต
The exchange stressed that all listings must go through official Binance channels only and that it does not work with third-party brokers or intermediaries. ๐ง
The move comes amid increased scrutiny of Binanceโs listing practices after recent insider trading incidents. Following an internal audit, Binance has already blacklisted several individuals and firms for misrepresenting ties to the exchange and charging projects for fake listing services. ๐
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๐ช VanEckโs crypto outlook for 2026 โ just one word
VanEck has released its annual โ10 Predictions for the Crypto Market in 2026,โ but this time the report contains only one word: โGood luck!โ ๐
In essence, the major investment manager chose not to publish any forecasts at all. ๐คท
Sometimes, no forecast is the best forecast.
VanEck has released its annual โ10 Predictions for the Crypto Market in 2026,โ but this time the report contains only one word: โGood luck!โ ๐
In essence, the major investment manager chose not to publish any forecasts at all. ๐คท
Sometimes, no forecast is the best forecast.
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๐
Q4 reality check โ no Santa rally this time
Eric Trump wasnโt exaggerating when he spoke in September about an โincredibleโ fourth quarter โ just not in the way many expected ๐
Markets are moving with such confidence to the downside that even a classic Santa Rally canโt save this quarter. So far, Q4 is shaping up to be the second-weakest on record, down around -23%, second only to 2018โs brutal -42%. ๐
Eric Trump wasnโt exaggerating when he spoke in September about an โincredibleโ fourth quarter โ just not in the way many expected ๐
Markets are moving with such confidence to the downside that even a classic Santa Rally canโt save this quarter. So far, Q4 is shaping up to be the second-weakest on record, down around -23%, second only to 2018โs brutal -42%. ๐
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๐ Bitcoin spikes to $90K โ then reality hits
๐Bitcoin jumped sharply to $90,000 at the opening of the US trading session, gaining around 3% in under an hour. However, the rally was short-lived, and the price quickly reversed, wiping out the entire move just as fast. ๐
๐ช According to Coinglass, about $343 million in leveraged positions were liquidated within 4 hours. Roughly $152M came from shorts, but the subsequent pullback crushed long positions as well, liquidating nearly the same amount โ around $192M.
A classic volatility trap: first shorts, then longs. ๐
๐Bitcoin jumped sharply to $90,000 at the opening of the US trading session, gaining around 3% in under an hour. However, the rally was short-lived, and the price quickly reversed, wiping out the entire move just as fast. ๐
๐ช According to Coinglass, about $343 million in leveraged positions were liquidated within 4 hours. Roughly $152M came from shorts, but the subsequent pullback crushed long positions as well, liquidating nearly the same amount โ around $192M.
A classic volatility trap: first shorts, then longs. ๐
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๐ง Michael Saylor doubles down on the $1M Bitcoin thesis
Michael Saylor has reiterated his long-term conviction that $1 million per BTC is inevitable, arguing that Bitcoin will continue to outperform gold over the coming decades. ๐
According to Saylor, BTCโs fixed supply, growing institutional adoption, and role as a digital store of value position it as a superior monetary asset.
In his projection, Bitcoinโs total market capitalization could eventually reach $200 trillion, compared to under $2 trillion today. ๐
Michael Saylor has reiterated his long-term conviction that $1 million per BTC is inevitable, arguing that Bitcoin will continue to outperform gold over the coming decades. ๐
According to Saylor, BTCโs fixed supply, growing institutional adoption, and role as a digital store of value position it as a superior monetary asset.
In his projection, Bitcoinโs total market capitalization could eventually reach $200 trillion, compared to under $2 trillion today. ๐
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๐ณ Is Japan pressuring Bitcoin?
According to Bloomberg, the Bank of Japan is considering raising its key interest rate from 0.50% to 0.75%, which would mark the highest level in nearly 30 years. ๐ฆ๐ฏ๐ต
At first glance, this seems unrelated to crypto โ but history tells a different story. Previous BoJ rate hikes have coincided with sharp Bitcoin pullbacks:
โช๏ธ March 2024: BTC โ23%
โช๏ธ July 2024: BTC โ26.5%
โช๏ธ January 2025: BTC โ32%
๐ The rate decision is expected tomorrow, and the market may already be pricing in the potential tightening.
If the hike is confirmed, it could increase pressure on risk assets, including crypto. The key question now is whether this move is fully priced in โ or if another volatility wave is ahead. ๐ณ
According to Bloomberg, the Bank of Japan is considering raising its key interest rate from 0.50% to 0.75%, which would mark the highest level in nearly 30 years. ๐ฆ๐ฏ๐ต
At first glance, this seems unrelated to crypto โ but history tells a different story. Previous BoJ rate hikes have coincided with sharp Bitcoin pullbacks:
โช๏ธ March 2024: BTC โ23%
โช๏ธ July 2024: BTC โ26.5%
โช๏ธ January 2025: BTC โ32%
๐ The rate decision is expected tomorrow, and the market may already be pricing in the potential tightening.
If the hike is confirmed, it could increase pressure on risk assets, including crypto. The key question now is whether this move is fully priced in โ or if another volatility wave is ahead. ๐ณ
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๐ Bitcoinโs 4-year cycle: broken or just ignored?
While many analysts are declaring that Bitcoinโs classic 4-year cycle is โdead,โ price behavior suggests the opposite. ๐ง
So far, BTC continues to move remarkably close to its historical cycle pattern, despite changing narratives, ETFs, and growing institutional participation. ๐ฅ
While many analysts are declaring that Bitcoinโs classic 4-year cycle is โdead,โ price behavior suggests the opposite. ๐ง
So far, BTC continues to move remarkably close to its historical cycle pattern, despite changing narratives, ETFs, and growing institutional participation. ๐ฅ
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๐ฎ Prediction markets as the new macro signal
Platforms like Kalshi and Polymarket are increasingly acting as leading indicators for macroeconomic data. By continuously pricing market expectations, they often react faster than traditional models used by the Fed. ๐
According to Keyrock, Polymarket forecasts reach 90โ95% accuracy, and by the Brier score, prediction markets significantly outperform traditional weather forecasts and sports betting models. ๐ง
Hedge funds are already tapping into these platforms as a source of real-time market consensus and early signals of upcoming macro shifts โ turning collective intelligence into a powerful analytical tool. ๐๐ต
Platforms like Kalshi and Polymarket are increasingly acting as leading indicators for macroeconomic data. By continuously pricing market expectations, they often react faster than traditional models used by the Fed. ๐
According to Keyrock, Polymarket forecasts reach 90โ95% accuracy, and by the Brier score, prediction markets significantly outperform traditional weather forecasts and sports betting models. ๐ง
Hedge funds are already tapping into these platforms as a source of real-time market consensus and early signals of upcoming macro shifts โ turning collective intelligence into a powerful analytical tool. ๐๐ต
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๐ธ Bitcoin ETFs see strongest inflows in a month
Spot Bitcoin ETFs recorded their largest daily inflow since November 11, pulling in over $450 million in a single day. This marks the biggest one-day net inflow over the past month. ๐ฅ
The surge may signal that institutional investors are regaining confidence and starting to position for a potential continuation of the uptrend. ๐
After a period of cooling demand, ETF flows once again suggest renewed interest from large capital.
Spot Bitcoin ETFs recorded their largest daily inflow since November 11, pulling in over $450 million in a single day. This marks the biggest one-day net inflow over the past month. ๐ฅ
The surge may signal that institutional investors are regaining confidence and starting to position for a potential continuation of the uptrend. ๐
After a period of cooling demand, ETF flows once again suggest renewed interest from large capital.
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๐ง What stopped Bitcoin at the latest ATH?
Some traders believe Bitcoin faced unexpected resistance not in dollars, but at 100,000 Swiss francs (CHF) โ one of the strongest fiat currencies in the world. ๐
The theory suggests that psychological levels in โhardโ currencies may influence market behavior just like round numbers in USD. While it sounds intriguing, itโs more of a fun coincidence than a solid technical reason ๐ณ
Interesting narrative โ but likely not the real driver behind BTCโs pullback.
Some traders believe Bitcoin faced unexpected resistance not in dollars, but at 100,000 Swiss francs (CHF) โ one of the strongest fiat currencies in the world. ๐
The theory suggests that psychological levels in โhardโ currencies may influence market behavior just like round numbers in USD. While it sounds intriguing, itโs more of a fun coincidence than a solid technical reason ๐ณ
Interesting narrative โ but likely not the real driver behind BTCโs pullback.
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Crypto soothsayer
๐ณ Is Japan pressuring Bitcoin? According to Bloomberg, the Bank of Japan is considering raising its key interest rate from 0.50% to 0.75%, which would mark the highest level in nearly 30 years. ๐ฆ๐ฏ๐ต At first glance, this seems unrelated to crypto โ but historyโฆ
๐ฎโ๐จ Bank of Japan raises rates โ but carefully
๐ฏ๐ต The Bank of Japan has raised its key interest rate to 0.75%, the highest level since 1995. However, thereโs no shock to the system this time.
BOJ Governor emphasized a gradual and cautious approach to further monetary tightening and promised clear communication before any future moves. As a result, the carry trade remains stable, and markets avoided the chaos many feared. ๐ช
Bottom line: Japan did it as gently as possible โ the expected collapse is postponed, for now ๐
๐ฏ๐ต The Bank of Japan has raised its key interest rate to 0.75%, the highest level since 1995. However, thereโs no shock to the system this time.
BOJ Governor emphasized a gradual and cautious approach to further monetary tightening and promised clear communication before any future moves. As a result, the carry trade remains stable, and markets avoided the chaos many feared. ๐ช
Bottom line: Japan did it as gently as possible โ the expected collapse is postponed, for now ๐
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๐ CryptoQuant: Bitcoin signals recovery
According to CryptoQuant, Bitcoin is exiting a zone of strong oversold conditions and may be entering a recovery phase, based on the NVT Golden Cross indicator. ๐
Historically, this metric has signaled periods when selling pressure fades and market valuation begins to normalize, often preceding price stabilization or renewed upside momentum. While it doesnโt guarantee an immediate rally, the signal suggests that the recent correction may be losing strength and the market could be shifting back toward accumulation mode. ๐ฐ
According to CryptoQuant, Bitcoin is exiting a zone of strong oversold conditions and may be entering a recovery phase, based on the NVT Golden Cross indicator. ๐
Historically, this metric has signaled periods when selling pressure fades and market valuation begins to normalize, often preceding price stabilization or renewed upside momentum. While it doesnโt guarantee an immediate rally, the signal suggests that the recent correction may be losing strength and the market could be shifting back toward accumulation mode. ๐ฐ
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From โBitcoin is deadโ to the biggest holder ๐
Exactly 12 years ago, Michael Saylor tweeted that Bitcoinโs โdays are numbered,โ effectively declaring it dead. โ ๏ธ
Fast forward to today โ the company he leads, Strategy, now holds 671,268 BTC, making it the largest public Bitcoin holder in the world. ๐ฐ
A perfect reminder of how time, conviction, and a change of perspective can completely rewrite history in crypto.๐
Exactly 12 years ago, Michael Saylor tweeted that Bitcoinโs โdays are numbered,โ effectively declaring it dead. โ ๏ธ
Fast forward to today โ the company he leads, Strategy, now holds 671,268 BTC, making it the largest public Bitcoin holder in the world. ๐ฐ
A perfect reminder of how time, conviction, and a change of perspective can completely rewrite history in crypto.๐
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๐ฅท One of the darkest chapters in early Bitcoin history
In June 2011, a Bitcointalk user known as Allinvain lost 25,000 BTC in a single transaction โ worth about $500,000 at the time and over $2.2 billion today. ๐
What happened:
โช๏ธOn June 13, 2011, 25,000 BTC were drained from his wallet in one move and never returned
โช๏ธThe coins were sent to a single address and later split and laundered
โช๏ธThe attack started with a compromised Slush Pool account, where payouts were redirected due to no 2FA
โช๏ธThe critical mistake: an unencrypted wallet.dat stored on a Windows PC with software from unknown sources
โช๏ธPrivate keys were copied, and the funds were gone within seconds
Outcome:
โช๏ธA total of 25,033 BTC were eventually dispersed
โช๏ธOnly 0.004 BTC remained on the original address
โช๏ธThe attacker was never identified
A brutal reminder of how unforgiving early Bitcoin security mistakes were.
In June 2011, a Bitcointalk user known as Allinvain lost 25,000 BTC in a single transaction โ worth about $500,000 at the time and over $2.2 billion today. ๐
What happened:
โช๏ธOn June 13, 2011, 25,000 BTC were drained from his wallet in one move and never returned
โช๏ธThe coins were sent to a single address and later split and laundered
โช๏ธThe attack started with a compromised Slush Pool account, where payouts were redirected due to no 2FA
โช๏ธThe critical mistake: an unencrypted wallet.dat stored on a Windows PC with software from unknown sources
โช๏ธPrivate keys were copied, and the funds were gone within seconds
Outcome:
โช๏ธA total of 25,033 BTC were eventually dispersed
โช๏ธOnly 0.004 BTC remained on the original address
โช๏ธThe attacker was never identified
A brutal reminder of how unforgiving early Bitcoin security mistakes were.
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