Altseason canceled? Not so fast 👀
📝 According to a market overview from market maker Wintermute, retail investors are rotating out of altcoins and back into BTC and ETH, while institutions have been steadily accumulating Bitcoin and Ethereum since summer.
Key points:
▪️ BTC dominance has been rising throughout the second half of the year
▪️ Altcoins are under pressure from large token unlocks
▪️ Capital is concentrating mainly in BTC and ETH
▪️ Holiday season + low liquidity = sideways market
Conclusion: An altseason is still possible, but not right now. First, BTC needs to reclaim higher levels and show strength. Short term: chop and liquidation-driven volatility. Mid term: institutions remain the main growth driver.🚀
📝 According to a market overview from market maker Wintermute, retail investors are rotating out of altcoins and back into BTC and ETH, while institutions have been steadily accumulating Bitcoin and Ethereum since summer.
Key points:
▪️ BTC dominance has been rising throughout the second half of the year
▪️ Altcoins are under pressure from large token unlocks
▪️ Capital is concentrating mainly in BTC and ETH
▪️ Holiday season + low liquidity = sideways market
Conclusion: An altseason is still possible, but not right now. First, BTC needs to reclaim higher levels and show strength. Short term: chop and liquidation-driven volatility. Mid term: institutions remain the main growth driver.🚀
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🐳 Reality check for VC valuations
🐃 During bull markets, venture investors often push crypto project valuations higher on hype and momentum. But when the market cools, these projects face a harsh reality check: public market caps fall far below their earlier private valuations. 👀
📉 The recent downturn clearly exposed the growing gap between VC estimates and real market prices. As liquidity dries up and speculation fades, only projects with real traction and sustainable economics manage to hold value — the rest are repriced by the market. 🤷
🐃 During bull markets, venture investors often push crypto project valuations higher on hype and momentum. But when the market cools, these projects face a harsh reality check: public market caps fall far below their earlier private valuations. 👀
📉 The recent downturn clearly exposed the growing gap between VC estimates and real market prices. As liquidity dries up and speculation fades, only projects with real traction and sustainable economics manage to hold value — the rest are repriced by the market. 🤷
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🚨 Trust Wallet browser extension hack — what we know so far
📝 Reports started spreading on X about users losing funds right after authorizing the Trust Wallet browser extension. Wallets were drained and funds sent to unknown addresses. Initial losses were estimated at ~$2M, but the damage has now exceeded $6M with hundreds of victims. 🙀
🔍 What happened
▪️The issue is linked to Trust Wallet browser extension v2.68.
▪️Malicious code was found sending wallet data to a fake domain (metrics-trustwallet․com), registered just days before the attack.
▪️The malware appears to trigger when importing a seed phrase, though other scenarios may also be affected.
📢 Official Trust Wallet statement
▪️Only browser extension v2.68 is affected.
▪️Users must disable v2.68 immediately and update to v2.69.
▪️Mobile app users and other versions are NOT affected.
▪️Update only via the official Chrome Web Store link.
🔥 CZ (he is owner TW) stated that Trust Wallet will compensate affected users.
📝 Reports started spreading on X about users losing funds right after authorizing the Trust Wallet browser extension. Wallets were drained and funds sent to unknown addresses. Initial losses were estimated at ~$2M, but the damage has now exceeded $6M with hundreds of victims. 🙀
🔍 What happened
▪️The issue is linked to Trust Wallet browser extension v2.68.
▪️Malicious code was found sending wallet data to a fake domain (metrics-trustwallet․com), registered just days before the attack.
▪️The malware appears to trigger when importing a seed phrase, though other scenarios may also be affected.
📢 Official Trust Wallet statement
▪️Only browser extension v2.68 is affected.
▪️Users must disable v2.68 immediately and update to v2.69.
▪️Mobile app users and other versions are NOT affected.
▪️Update only via the official Chrome Web Store link.
🔥 CZ (he is owner TW) stated that Trust Wallet will compensate affected users.
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🎄 Bitcoin Christmas Prices: A Trip Through Time 💸
Every Christmas, BTC tells a different story. From cents to five figures — here’s how Bitcoin has grown over the years 👇
📆 BTC price on Christmas:
• 2010 — $0.25 🤯
• 2011 — $4
• 2012 — $13
• 2013 — $682
• 2014 — $319
• 2015 — $456
• 2016 — $896
• 2017 — $14,027 🚀
• 2018 — $3,815 😬
• 2019 — $7,275
• 2020 — $24,665
• 2021 — $50,430 🔥
• 2022 — $16,831 ❄️
• 2023 — $43,665
• 2024 — $98,200 🧨
• 2025 — $87,350
🎅 Moral of the story: volatility is temporary, Bitcoin’s long-term trend is not.
HODLers know — Christmas hits different when you zoom out 🎄📈
Every Christmas, BTC tells a different story. From cents to five figures — here’s how Bitcoin has grown over the years 👇
📆 BTC price on Christmas:
• 2010 — $0.25 🤯
• 2011 — $4
• 2012 — $13
• 2013 — $682
• 2014 — $319
• 2015 — $456
• 2016 — $896
• 2017 — $14,027 🚀
• 2018 — $3,815 😬
• 2019 — $7,275
• 2020 — $24,665
• 2021 — $50,430 🔥
• 2022 — $16,831 ❄️
• 2023 — $43,665
• 2024 — $98,200 🧨
• 2025 — $87,350
🎅 Moral of the story: volatility is temporary, Bitcoin’s long-term trend is not.
HODLers know — Christmas hits different when you zoom out 🎄📈
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🛍 Don’t rush to bury Bitcoin
🔎 Zooming out beats watching short-term noise. If we look at 10-year average annual returns (CAGR) as of Dec 2025, the picture is pretty clear:
🟠 Bitcoin: ~70% per year
🟡 Gold: ~15% per year
🔵 S&P 500: ~13% per year
Yes, BTC is volatile in the short term — corrections, fear, and shakeouts are part of the game. But over a 5+ year horizon, Bitcoin has consistently outperformed traditional assets by a wide margin.
📌 Bottom line: volatility doesn’t cancel long-term dominance. Time in the market still matters more than timing the market.
🔎 Zooming out beats watching short-term noise. If we look at 10-year average annual returns (CAGR) as of Dec 2025, the picture is pretty clear:
🟠 Bitcoin: ~70% per year
🟡 Gold: ~15% per year
🔵 S&P 500: ~13% per year
Yes, BTC is volatile in the short term — corrections, fear, and shakeouts are part of the game. But over a 5+ year horizon, Bitcoin has consistently outperformed traditional assets by a wide margin.
📌 Bottom line: volatility doesn’t cancel long-term dominance. Time in the market still matters more than timing the market.
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Perspective matters in crypto 👀
We feel bearish because we compare current prices to the latest ATH. But a healthier way to look at the market is through yearly lows, not recent highs.
📌 Example:
▪️2024 yearly low: $38,505
▪️2025 low: ~$74,434
That’s +128% from 2024 yearly bottom 🚀
💡 Takeaway:
Short-term pullbacks look scary only when viewed from the top. Zoom out, and Bitcoin is still massively up relative to its annual lows.
Sometimes the problem isn’t the price — it’s the perspective 🧐📊
We feel bearish because we compare current prices to the latest ATH. But a healthier way to look at the market is through yearly lows, not recent highs.
📌 Example:
▪️2024 yearly low: $38,505
▪️2025 low: ~$74,434
That’s +128% from 2024 yearly bottom 🚀
💡 Takeaway:
Short-term pullbacks look scary only when viewed from the top. Zoom out, and Bitcoin is still massively up relative to its annual lows.
Sometimes the problem isn’t the price — it’s the perspective 🧐📊
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🔎 In its annual report, Messari analysts highlights a clear shift from past-cycle hype to hard economic reality
Key takeaways:
1️⃣ BTC remains the only true “monetary” asset in crypto — the market runs back to it during fear.
2️⃣ Most L1 altcoins will keep underperforming BTC: fast and cheap ≠ trusted as money.
3️⃣ ETH is institutionally understandable, but often trades like a leveraged version of BTC.
4️⃣ Stablecoins are the real mass use case: payments and settlements, not flashy narratives.
5️⃣ Tokens without clear economics are punished — promises no longer sell.
6️⃣ DeFi is maturing: less fairy tales about APY, more real revenue from fees, spreads, and funding.
📌 Messari’s conclusion: crypto is turning into financial infrastructure, not a story of endless growth. By 2026, only assets with trust, sustainable demand, and real value capture will survive — the market is no longer giving “belief credit.” 🏗
Key takeaways:
1️⃣ BTC remains the only true “monetary” asset in crypto — the market runs back to it during fear.
2️⃣ Most L1 altcoins will keep underperforming BTC: fast and cheap ≠ trusted as money.
3️⃣ ETH is institutionally understandable, but often trades like a leveraged version of BTC.
4️⃣ Stablecoins are the real mass use case: payments and settlements, not flashy narratives.
5️⃣ Tokens without clear economics are punished — promises no longer sell.
6️⃣ DeFi is maturing: less fairy tales about APY, more real revenue from fees, spreads, and funding.
📌 Messari’s conclusion: crypto is turning into financial infrastructure, not a story of endless growth. By 2026, only assets with trust, sustainable demand, and real value capture will survive — the market is no longer giving “belief credit.” 🏗
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👨🎨 Tom Lee is bullish on ETH… again
Bitmine CEO Tom Lee said on CNBC that ETH could rally to $7,000–$9,000 by early 2026. 👀
And if tokenization really takes off, he believes $20,000 ETH is on the table. 🚀
Sounds inspiring — until you remember that Bitmine is currently sitting on an unrealized ~$3.5B loss from its ETH investments 😁
When you’re that deep underwater, optimism comes naturally.
The irony? The analytics firm where Tom is Chief Investment Officer also allows for a scenario where ETH drops below $2,000. 😏
Bullish on TV, cautious in the models.
Crypto never changes.
Bitmine CEO Tom Lee said on CNBC that ETH could rally to $7,000–$9,000 by early 2026. 👀
And if tokenization really takes off, he believes $20,000 ETH is on the table. 🚀
Sounds inspiring — until you remember that Bitmine is currently sitting on an unrealized ~$3.5B loss from its ETH investments 😁
When you’re that deep underwater, optimism comes naturally.
The irony? The analytics firm where Tom is Chief Investment Officer also allows for a scenario where ETH drops below $2,000. 😏
Bullish on TV, cautious in the models.
Crypto never changes.
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💡 Bitcoin dip = tax hack?
While the S&P 500 keeps printing new ATHs, Bitcoin is down ~30% from its peak — and that drop turned into a tax opportunity for US investors.
📊 The trick is called tax-loss harvesting:
▪️If your stocks made +$10,000, you owe roughly $2–3k in taxes.
▪️But if you sell BTC at a -$10,000 loss, that loss can offset the stock gains.
▪️Result: tax bill goes to zero.
🔥 The best part? You can buy BTC back immediately — even a minute later. No waiting period.
📉 With stocks, this doesn’t work:
▪️The IRS enforces a 31-day “wash sale” rule for securities.
▪️Bitcoin isn’t classified as a security, but as property, so the rule doesn’t apply.
🧠 Net effect: BTC stays in your portfolio, but the tax burden disappears.
Sometimes a dip isn’t pain — it’s a strategy.
While the S&P 500 keeps printing new ATHs, Bitcoin is down ~30% from its peak — and that drop turned into a tax opportunity for US investors.
📊 The trick is called tax-loss harvesting:
▪️If your stocks made +$10,000, you owe roughly $2–3k in taxes.
▪️But if you sell BTC at a -$10,000 loss, that loss can offset the stock gains.
▪️Result: tax bill goes to zero.
🔥 The best part? You can buy BTC back immediately — even a minute later. No waiting period.
📉 With stocks, this doesn’t work:
▪️The IRS enforces a 31-day “wash sale” rule for securities.
▪️Bitcoin isn’t classified as a security, but as property, so the rule doesn’t apply.
🧠 Net effect: BTC stays in your portfolio, but the tax burden disappears.
Sometimes a dip isn’t pain — it’s a strategy.
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🔼 RWA beats AI in returns this year
According to CoinGecko data, the most profitable crypto narrative of 2024 was AI, delivering an insane +2,939%, even outperforming memecoins. 🚀
🥇 This year the picture has changed.
AI hype is harder to sustain, while RWA (Real World Assets) keeps growing steadily and has taken the lead with +185% YTD.
📉 Fewer flashy launches, more real adoption — tokenization is quietly gaining momentum while speculative narratives cool off.
🤔 The big question: which sector will dominate next year?
According to CoinGecko data, the most profitable crypto narrative of 2024 was AI, delivering an insane +2,939%, even outperforming memecoins. 🚀
🥇 This year the picture has changed.
AI hype is harder to sustain, while RWA (Real World Assets) keeps growing steadily and has taken the lead with +185% YTD.
📉 Fewer flashy launches, more real adoption — tokenization is quietly gaining momentum while speculative narratives cool off.
🤔 The big question: which sector will dominate next year?
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Bitcoin has deviated from its historical correlation with the S&P 500 and gold (pink dot on the chart) 👀
PlanB, creator of the Stock-to-Flow model, notes that the last time this happened BTC was trading below $1,000 — and it was followed by a 10x rally. 🚀
⏳ Whether history repeats itself or not — time will tell.
PlanB, creator of the Stock-to-Flow model, notes that the last time this happened BTC was trading below $1,000 — and it was followed by a 10x rally. 🚀
⏳ Whether history repeats itself or not — time will tell.
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😆 Trump’s fortune nearly tripled while in office
According to several US senators, including Bernie Sanders, Donald Trump’s net worth has almost tripled since he became president. 💰🚀
They argue that a significant part of this growth comes from crypto-related projects, some of which are allegedly funded by foreign governments. 👀
This, critics say, raises serious corruption and conflict-of-interest concerns.
According to several US senators, including Bernie Sanders, Donald Trump’s net worth has almost tripled since he became president. 💰🚀
They argue that a significant part of this growth comes from crypto-related projects, some of which are allegedly funded by foreign governments. 👀
This, critics say, raises serious corruption and conflict-of-interest concerns.
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📊 Bitcoin Mining Reality Check (2025)
📈 In 2025, Bitcoin mining difficulty surged by 35%, meaning miners now need significantly more computing power to produce the same number of blocks.
At the same time, the market value of mined BTC dropped by ~10% over the same period. 🤷
➡️ Result:
• Higher costs for miners
• Lower profitability
• Strong pressure on inefficient operations
This divergence highlights how mining is becoming tougher and more competitive, even when price isn’t keeping up. Only the most efficient players can survive in this environment. 👊
📈 In 2025, Bitcoin mining difficulty surged by 35%, meaning miners now need significantly more computing power to produce the same number of blocks.
At the same time, the market value of mined BTC dropped by ~10% over the same period. 🤷
➡️ Result:
• Higher costs for miners
• Lower profitability
• Strong pressure on inefficient operations
This divergence highlights how mining is becoming tougher and more competitive, even when price isn’t keeping up. Only the most efficient players can survive in this environment. 👊
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Hyperliquid stays on top of the perp DEX market 📊
While competitors fight for attention, Hyperliquid continues to dominate where it matters most — real trading activity. 💵
• Aster gained hype thanks to personal promotion from CZ 🤵♂️
• Lighter briefly led in volume, driven mainly by expectations of a future airdrop 🪂
• Hyperliquid, meanwhile, holds the highest open interest and generates the most fee revenue 💰
This clearly shows where traders are actually active, not just farming incentives 🤑
Hype brings users temporarily — liquidity and volume keep them long term.
While competitors fight for attention, Hyperliquid continues to dominate where it matters most — real trading activity. 💵
• Aster gained hype thanks to personal promotion from CZ 🤵♂️
• Lighter briefly led in volume, driven mainly by expectations of a future airdrop 🪂
• Hyperliquid, meanwhile, holds the highest open interest and generates the most fee revenue 💰
This clearly shows where traders are actually active, not just farming incentives 🤑
Hype brings users temporarily — liquidity and volume keep them long term.
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🧑🎓 Zcash to $10,000? A bold academic case
📝 A member of the Zcash community has gone all in — literally writing a full dissertation titled “The Case for ZEC at $10,000”, arguing why Zcash could reach five digits (ZEC is ~$530 today).
🗝 Key arguments:
• Zcash and Bitcoin share the same fundamentals: 21M supply + PoW
• The critical difference is privacy
• Bitcoin is fully transparent — balances and transactions are public
• Zcash uses zk-SNARKs, allowing transactions to be verified without revealing sender, receiver, or amount
• Dual-address model:
– Transparent addresses (exchanges, compliance)
– Shielded addresses (full privacy) 🛡
This hybrid approach gives Zcash a regulatory edge, helping it stay listed where pure privacy coins like Monero get delisted. 🧐
📌 The thesis: privacy + compliance flexibility = long-term asymmetric upside.
📝 A member of the Zcash community has gone all in — literally writing a full dissertation titled “The Case for ZEC at $10,000”, arguing why Zcash could reach five digits (ZEC is ~$530 today).
🗝 Key arguments:
• Zcash and Bitcoin share the same fundamentals: 21M supply + PoW
• The critical difference is privacy
• Bitcoin is fully transparent — balances and transactions are public
• Zcash uses zk-SNARKs, allowing transactions to be verified without revealing sender, receiver, or amount
• Dual-address model:
– Transparent addresses (exchanges, compliance)
– Shielded addresses (full privacy) 🛡
This hybrid approach gives Zcash a regulatory edge, helping it stay listed where pure privacy coins like Monero get delisted. 🧐
📌 The thesis: privacy + compliance flexibility = long-term asymmetric upside.
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📊 CryptoQuant: Mondays bring max volatility for BTC
🔎 According to CryptoQuant, Monday (highlighted in blue) is historically one of the most volatile days of the week for Bitcoin.
Today is no exception 👀
After a sharp move up to $90,000, BTC quickly corrected to $87,000 — and this all happened before the US stock market even opened.
Looks like the real action may still be ahead 📉📈
🔎 According to CryptoQuant, Monday (highlighted in blue) is historically one of the most volatile days of the week for Bitcoin.
Today is no exception 👀
After a sharp move up to $90,000, BTC quickly corrected to $87,000 — and this all happened before the US stock market even opened.
Looks like the real action may still be ahead 📉📈
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