Zony Crypto

In a thrilling start to the final days of 2025, Bitcoin (BTC) has Bitcoin Surges Past $90,000: A Milestone Breakthrough on December 29, 2025

broken through the psychologically significant $90,000 barrier. As of early Asian trading hours on Monday, December 29, the world's leading cryptocurrency climbed as high as $90,200, marking a 3.1% intraday gain and igniting fresh optimism among traders and investors.

The Breakout: What Happened?

After weeks of frustrating consolidation between $85,000 and $90,000 throughout much of December, Bitcoin staged a strong rebound. The move came amid thin holiday trading volumes but was fueled by renewed buying pressure. Major altcoins followed suit, with Ethereum (ETH) surging past $3,000.

This breakthrough ends a period of relative stagnation for Bitcoin in 2025, a year that saw the cryptocurrency hit an all-time high earlier before correcting sharply. Despite pro-crypto policies and institutional adoption, BTC had been down approximately 4% year-to-date heading into this rally.

Why Now? Key Drivers Behind the Surge

Several factors appear to be contributing to this latest push:

- **Year-End Optimism**: Traders are betting on a "New Year rebound," hoping to close 2025 on a positive note after missing out on a traditional "Santa Rally."
- **Macro Uncertainty and Rate Cut Expectations**: The Federal Reserve's cautious stance on further rate cuts has kept markets on edge, but crypto enthusiasts see Bitcoin as a hedge against traditional financial volatility.
- **Institutional Flows**: Recent outflows from spot Bitcoin ETFs had weighed on sentiment, but the rebound suggests accumulating dip-buying from long-term holders.
- **Technical Breakout**: Overcoming the $90,000 resistance level—repeatedly tested in recent weeks—has triggered short squeezes and fresh momentum.

Analysts note that Bitcoin only needs a modest additional rally (around 6% from recent levels) to end the year in the green, adding to the bullish narrative.

### Historical Context and What's Next

2025 has been a mixed year for Bitcoin. It soared to new highs earlier in the year amid widespread adoption but faced corrections due to profit-taking and broader market dynamics. The cryptocurrency remains well below its peak but far above levels seen in previous cycles.

Looking ahead to 2026, many experts remain bullish, citing ongoing institutional interest, potential regulatory clarity, and Bitcoin's role as "digital gold." However, volatility is expected to persist, with key resistance levels now in the mid-$90,000s and beyond.

As the crypto market caps off 2025 with this milestone, the question on everyone's mind: Is this the start of a sustained bull run into the new year?

Altcoins Show Signs of Life: Has the Total Market Cap Broken Its 3-Month Downtrend?
– As the cryptocurrency market closes out a volatile 2025, a potential shift is brewing in the altcoin space. Recent technical analysis suggests that the total market capitalization of altcoins (often tracked via TOTAL3 on TradingView, excluding Bitcoin and Ethereum) has broken a multi-month downtrend on the daily timeframe. If this breakout holds, it could signal the beginning of a much-anticipated altcoin recovery—or even the early stages of a broader "altseason."

What Does the Breakout Mean?

For much of late 2025, altcoins have lagged behind Bitcoin, with many projects trading far below their cycle highs. Bitcoin dominance has hovered around 57-59%, reflecting investor preference for the "digital gold" amid macro uncertainty and institutional inflows into BTC ETFs.

However, a key development emerged in mid-to-late December: the altcoin market cap chart reportedly broke a 90-day (approximately 3-month) descending trendline. Analysts on platforms like TradingView and X have highlighted this as a bullish signal, noting similarities to past cycles where such breaks preceded significant upside.

One recent report from December 24 noted: "The broader altcoin market is showing early signs of structural recovery after the TOTAL market cap chart broke a 90-day descending trendline." This move positions the chart near historical support zones that have previously led to continuation rallies, with some projecting up to 80% upside if momentum sustains.

The global crypto market cap sits around $3 trillion as of late December, with Bitcoin at roughly $1.75-1.8 trillion. Altcoins (excluding BTC and ETH) represent the remaining portion, often in the $800 billion to $1 trillion range depending on inclusions like stablecoins.

Why Now? Key Catalysts

Several factors could support a sustained altcoin pump if the breakout confirms:

- **Liquidity Shifts**: With quantitative tightening ending and potential for renewed liquidity in 2026, historical patterns show altcoins benefiting from capital rotation out of Bitcoin.
-Oversold Conditions**: Many altcoins are down 50-90% from peaks, creating capitulation-like sentiment. TradingView ideas frequently mention "higher lows" and "compression patterns" reminiscent of 2016 setups.
- Sector Rotation**: While a full altseason (where 75%+ of top altcoins outperform BTC over 90 days) hasn't materialized yet—the Altcoin Season Index remains low—niche sectors like AI, DeFi, and memes have shown sporadic strength.
- **End-of-Year Dynamics**: Late December often sees tax-loss harvesting, followed by fresh capital in January, potentially fueling a rebound.
Risks and Caveats

Not all signals are green. Bitcoin dominance remains elevated, and broader market sentiment is cautious, with the Fear & Greed Index in "fear" territory. Some analysts argue that without a clear drop in BTC dominance or broader macro improvement, altcoins could retest lower supports.

Confirmation of the breakout would require closing above key resistance levels (around $942 billion in some analyses) and sustained volume. A failure to hold could extend the downtrend into 2026.

What to Watch Next

Traders are eyeing:
- Bitcoin stabilizing to allow rotation.
- Altcoin Season Index climbing above 40-50.
- Key levels on TOTAL3/TOTAL2 charts for follow-through.

If the daily close holds above the broken trendline into the new year, 2026 could kick off with altcoins finally catching up. For now, this breakout offers a glimmer of hope in an otherwise Bitcoin-dominated cycle.

December 27, 2025 – In a bold move that's sending ripples through the crypto community, a prominent whale trader has just initiated a massive $58.6 million short position on Ethereum (ETH). This high-stakes bet against the second-largest cryptocurrency comes from the same sophisticated player who has already amassed nearly $25 million in profits over the past 10 weeks through savvy trading.

The position, reportedly opened at an average entry price around $2,921, involves shorting approximately 20,000 ETH on a leveraged perpetuals platform (likely Hyperliquid, based on similar recent whale activities). As of today, with ETH trading near $2,930, the position shows a small unrealized loss of about $200,000—but the whale's liquidation price is set far higher at around $4,342, giving ample room for volatility.

Who Is This Whale?
While the trader's on-chain address remains pseudonymous, on-chain analytics and community discussions point to a highly successful entity with a proven track record. Over the last 10 weeks, this whale has consistently profited from market swings, raking in close to $25 million. This isn't a novice gambler; it's a calculated operator who has navigated the volatile crypto waters with precision, often using high leverage to amplify returns.

Recent X posts from crypto influencers and analysts, including @TedPillows, @MartiniGuyYT, and others, highlighted the trade in real-time, sparking debates about whether this signals impending downside for ETH or simply a hedge in uncertain times.

Why Short ETH Now?
Ethereum has been stuck in a consolidation phase, hovering around the $2,900–$3,000 range after failing to sustain breaks higher earlier in the month. As of December 27, 2025, ETH is priced at approximately $2,930, down slightly from recent highs but still resilient amid broader market chop.

Several factors could be influencing the whale's bearish stance:
- **Bitcoin Dominance Rising**: BTC has been outperforming alts, pushing dominance toward 57–58%, often at ETH's expense.
- **ETF Outflows and Institutional Caution**: Spot Ethereum ETFs have seen periodic outflows, reflecting tempered institutional enthusiasm compared to Bitcoin.
- **Macro Uncertainty**: With global liquidity conditions mixed and potential year-end profit-taking, risk assets like ETH could face pressure.
- **Technical Indicators**: ETH/BTC pair remains weak, and funding rates on perpetuals show slight short bias.

Yet, counterarguments abound. Ethereum boasts strong fundamentals: over 36 million ETH staked (yielding rewards), growing Layer-2 adoption, and upcoming upgrades like Glamsterdam aimed at improving efficiency. Many analysts predict ETH could rally toward $4,000–$8,000 in 2026 if regulatory clarity improves and inflows resume.
Market Implications
Large whale shorts like this can act as contrarian indicators—sometimes foreshadowing dips, other times getting squeezed in epic rallies. If ETH pumps above $3,000 decisively, this position could face mounting losses, potentially triggering a short squeeze that fuels further upside.

Conversely, a breakdown below $2,800 could validate the bet, leading to cascading liquidations among longs.

Crypto Twitter is buzzing: Some view it as "smart money" fading the hype, while others call it a potential bear trap. As one analyst noted, "Whales don't always win—remember the 2021 shorts that got rekt?"

Final Thoughts
In the high-risk world of leveraged crypto trading, moves like this underscore the market's unpredictability. This whale's $25 million profit streak commands respect, but even the best get it wrong sometimes. Traders should monitor open interest, funding rates, and key levels closely.

As always, this is not financial advice—crypto markets are volatile, and leveraged positions carry extreme risk of liquidation.

Stay tuned as the story develops. Will ETH defy the whale, or will the bearish bet pay off big? The crypto arena never sleeps.

**December 27, 2025** – In a move that has sparked optimism among investors, the Federal ## Federal Reserve Injects $2.5 Billion via Overnight Repos: A Bullish Signal for Markets Amid Year-End Liquidity Management
recently conducted an overnight repurchase agreement (repo) operation, injecting approximately **$2.5 billion** into the U.S. banking system. This liquidity addition, reported on December 26, brings the total repo-based injections for 2025 to over $120 billion—significantly higher than in previous years—and underscores the Fed's proactive stance in maintaining smooth market functioning as the year draws to a close.

What Happened: The Mechanics of the Injection
Repo operations are a key tool in the Fed's arsenal for managing short-term liquidity. In these transactions, the New York Federal Reserve Bank purchases securities (typically U.S. Treasuries) from eligible counterparties, such as primary dealers, with an agreement to sell them back the next day. This effectively provides temporary cash to the financial system, easing funding pressures without permanently expanding the Fed's balance sheet.

The $2.5 billion injection comes on the heels of several similar operations throughout December 2025, including larger ones earlier in the month. These actions align with broader policy shifts announced at the Federal Open Market Committee (FOMC) meeting on December 10, where the Fed:
- Cut the federal funds rate by 25 basis points to a target range of 3.50%-3.75%.
- Halted quantitative tightening (QT), ending a multi-year balance sheet reduction that shrank assets by about $2.4 trillion since 2022.
- Initiated reserve management purchases (RMPs) of up to $40 billion in Treasury bills monthly to ensure "ample reserves."

Year-end periods often see heightened demand for cash due to regulatory requirements, balance sheet window-dressing by banks, and seasonal funding needs. The Fed's increased repo activity—including removing caps on standing repo facilities—helps prevent spikes in short-term borrowing rates, similar to the 2019 repo crisis.

Why This Is Bullish for Markets
Market participants view this injection as a **strongly positive development** for several reasons:

1. **Easing Liquidity Strains**: With bank reserves hovering near multi-year lows earlier in 2025, these operations signal the Fed's commitment to preventing funding market disruptions. Higher liquidity typically lowers borrowing costs and supports credit creation.

2. **Support for Risk Assets**: Additional reserves flow into broader markets, often boosting equities, corporate bonds, and even riskier assets like cryptocurrencies. Historical patterns show that liquidity injections correlate with rallies in stocks and crypto—analysts note similarities to post-QT halts that previously lifted Bitcoin and broader indices.

3. **Pivot Toward Accommodation**: Ending QT and resuming targeted asset purchases marks a shift from tightening to stabilization. Combined with rate cuts, this creates a more supportive environment for economic growth and investor sentiment heading into 2026.

Stock indexes reacted positively to similar announcements earlier in December, and this latest injection reinforces that momentum. Sectors sensitive to interest rates, such as technology and real estate, stand to benefit most.

#### Broader Context and Outlook
While $2.5 billion may seem modest compared to multi-trillion-dollar balance sheet moves, it's part of a cumulative effort exceeding $120 billion in repo liquidity for the year. This far outpaces prior years and reflects elevated demand amid ongoing Treasury issuance and global uncertainties.

The Fed has emphasized these are technical operations to maintain ample reserves, not a return to full-scale quantitative easing. However, the net effect is increased market liquidity, which traders interpret as bullish—especially with inflation cooling and the economy showing resilience.

As 2025 ends, investors will watch upcoming repo data and the January FOMC meeting for further signals. For now, the message is clear: The Fed is back in the business of providing support when needed, fueling optimism for a strong start to the new year

In a move that has sent ripples through the digital asset Institutional Whale Alert: BlackRock Moves $229M in BTC and ETH to Coinbase, the world's largest asset manager, **BlackRock**, has executed a massive transfer of cryptocurrency. On December 24, 2025, on-chain data revealed that wallets linked to the financial giant moved approximately **$199.8 million** in Bitcoin (BTC) and **$29.23 million** in Ethereum (ETH) to **Coinbase Prime**.

The transaction, totaling roughly **$229 million**, comes at a time of heightened market sensitivity as 2025 draws to a close.

Breaking Down the Numbers

According to blockchain monitoring firm *Lookonchain*, the transfer consisted of:

* **Bitcoin:** 2,292 BTC (approx. $199.8M)
* **Ethereum:** 9,976 ETH (approx. $29.23M)

These assets were deposited into **Coinbase Prime**, the specialized wing of the exchange designed specifically for institutional-grade custody and high-volume trade execution.

Is This a Sell-Off or Routine Maintenance?

The "Ah shit, here we go again" sentiment among retail traders is understandable—traditionally, moving large amounts of crypto to an exchange is a precursor to a sale. However, analysts suggest the reality is likely more nuanced:

1. **ETF Liquidity Management:** As the provider of the IBIT (Bitcoin) and ETHA (Ethereum) ETFs, BlackRock must constantly balance its holdings. This transfer likely reflects **redemption activity**—when ETF investors sell their shares, BlackRock must move the underlying physical assets to settle those trades.
2. **Year-End Rebalancing:** With the 2025 calendar year ending, institutional players often "window dress" or rebalance portfolios for tax and reporting purposes.
3. **Coinbase Prime's Role:** Unlike a standard retail exchange, Coinbase Prime acts as a settlement layer. These assets might not hit the "open market" but could be used for over-the-counter (OTC) trades that minimize price slippage.
Market Impact and Sentiment

The timing is particularly notable as Bitcoin recently dipped toward the **$88,000–$90,000** range. While some see these transfers as a bearish signal of further selling pressure, others view it as a sign of the maturing "Institutional Era" of crypto, where nine-figure transfers are becoming standard operational procedure rather than market-moving shocks.

The Verdict: While the sheer scale is staggering, this move is likely a lagging indicator of ETF outflows that occurred earlier in the week, rather than a new "dump" about to hit the book

BOCA CHICA, TX The Trump administration is reportedly weighing a significant land exchange that would transfer **775 acres** of the Lower Rio Grande Valley National Wildlife Refuge to ElonTrump Administration Considers 775-Acre Wildlife Land Swap with SpaceX
Musk’s SpaceX. The deal, first reported by the *New York Times* based on internal documents, aims to facilitate the expansion of the "Starbase" launch and production facility in South Texas.

The Details of the Deal

Under the proposed agreement, the **U.S. Fish and Wildlife Service** would hand over federally protected acreage in Cameron County. In return, SpaceX would provide approximately **692 acres** of its own property located elsewhere in the county—some of which sits about 20 miles away from the current refuge.

SpaceX Gain: 775 acres adjacent to its existing Starship launch site.
* **Federal Gain:** 692 acres to be added to the refuge system, potentially bolstering the nearby **Laguna Atascosa National Wildlife Refuge**.

"Innovation vs. Conservation"

The administration has framed the potential swap as a move to strengthen American infrastructure and economic competitiveness. A spokesperson for the Fish and Wildlife Service stated the agency is exploring a deal that "advances long-term wildlife conservation" while supporting "American innovation."

However, the proposal has sparked immediate backlash from environmental and historical groups:

* **Endangered Species:** The land is a critical habitat for the **ocelot** and the **jaguarundi**, two species of wild cats native to the region.
* **Historical Significance:** Part of the acreage includes the **Palmito Ranch Battlefield**, the site of the final land battle of the American Civil War.
* **Ecosystem Fragmentation:** Conservationists argue that swapping contiguous refuge land for distant plots fragments the "wildlife corridor" necessary for migratory birds and local fauna.

### A History of Land Tensions

This is not the first time SpaceX has sought public land in Texas. In 2024, the company engaged in a similar negotiation with the Texas Parks and Wildlife Department for 43 acres of **Boca Chica State Park**, but SpaceX eventually withdrew from that deal. This new federal-level negotiation represents a much larger expansion effort.

The proposal comes as the Trump administration conducts a "comprehensive review" of the nation’s 573 wildlife refuges, a move critics fear signals a broader trend of prioritizing industrial development on protected federal lands.

the battle against the post-pandemic inflation surge is entering its final stages. With the Consumer Price Index (CPI) dropping more sharply than many analysts anticipated, The latest economic data for December 2025 has sent a clear signal to the markets: stage is set for a pivotal shift in Federal Reserve policy as we head into 2026.

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## The Great Disinflation: December 2025 Data

The year-over-year inflation rate for December 2025 has officially landed at **2.7%**, a significant decline from the stubborn 3% levels seen earlier in the year. Even more encouraging for policymakers is the **Core CPI** (which excludes volatile food and energy), which has cooled to **2.6%**—the lowest level since early 2021.

This "hard drop" is being driven by a combination of factors:

* **Normalization of Supply Chains:** The last of the pandemic-era bottlenecks have dissolved.
* **Slowing Shelter Costs:** The lag in housing data has finally caught up, with rent inflation cooling significantly.
* **Energy Stabilization:** Despite seasonal fluctuations, global energy prices have moderated, providing a "deflationary tailwind" for the broader economy.

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## 2026: The Year of the "Neutral Rate"

With inflation finally within striking distance of the Fed's 2% target, the conversation is shifting from "taming prices" to "supporting growth." The Federal Reserve ended 2025 with the benchmark interest rate in the **3.50%–3.75%** range. More Rate Cuts on the Horizon

Top financial institutions are now pricing in a series of cuts for 2026:

* **Goldman Sachs and Bank of America** are both forecasting that the Fed will likely target a "terminal rate" between **3.0% and 3.25%** by mid-2026.
* The goal is to reach a **"neutral" policy stance**—a level that neither restricts nor over-stimulates the economy—now that the threat of hyper-inflation has faded.

Is Quantitative Easing (QE) Returning?

While "QE" is a heavy term that usually implies a crisis, the Fed has already begun a "stealth" form of balance sheet expansion.

As of December 2025, the Federal Reserve officially **ended Quantitative Tightening (QT)**. Instead of letting its bond holdings shrink, the Fed has transitioned to a "reserve management" phase. It is currently purchasing roughly **$40 billion in Treasury bills per month** to ensure the banking system has ample liquidity.

While the Fed technically distinguishes these "reserve management purchases" from the stimulus-driven QE of 2020, for investors, the result is the same: **increased market liquidity.** If the labor market shows further signs of cooling in early 2026, many experts believe the Fed could pivot toward full-scale Treasury purchases to keep the 10-year yield from spiking.

Market Outlook: Winners and Losers

The combination of lower inflation, falling rates, and increased liquidity creates a specific set of market dynamics for 2026:

| Asset Class | Outlook | Reason
| **Bonds** | **Bullish** | As rates fall, bond prices naturally rise. The "belly of the curve" (5-year notes) is looking particularly attractive. |
| **Growth Stocks/Tech** | **Bullish** | Lower interest rates reduce the discount rate on future earnings, boosting valuations for high-growth companies. |
| **Real Estate** | **Improving** | Lower mortgage rates in 2026 should finally unlock the "frozen" housing market. |
| **Cash/Savings** | **Bearish** | High-yield savings accounts and CDs will see their rates drop as the Fed eases. |

The Bottom Line

The "hard drop" in the inflation index is the green light the Federal Reserve has been waiting for. While 2025 was a year of cautious transition, **2026 is shaping up to be the year of liquidity.** As borrowing costs fall and the Fed's balance sheet begins to expand again, the economic "fog" is lifting—leaving a clearer path for a soft landing

worth of tokens into circulation. Leading the charge is **$H (Humanity Protocol)**, which accounts for nearly a third The crypto market is bracing for a significant liquidity injection this week as seven major projects prepare to release a combined **$56.56 million** the total weekly value with an unlock worth **$18.71 million**.

Here is a breakdown of the upcoming events and what they mean for the market.

The Weekly Lineup: Top 7 Token Unlocks

Token unlocks are a double-edged sword: while they increase a project's circulating supply and can provide liquidity, they often create short-term "sell-side pressure" as early investors and team members gain the ability to liquidate their holdings.

1. Humanity Protocol ($H) – $18.71M

The most anticipated unlock of the week belongs to **Humanity Protocol**, a decentralized identity project focused on biometric palm-scanning and Zero-Knowledge Proofs.

* **The Impact:** With $18.71M hitting the market, traders are watching closely to see if the project’s growing ecosystem (which recently partnered with major payment processors) can absorb the new supply without a price dip.
2. Supporting Cast: $37.85M Remaining

While $H leads the pack, six other projects make up the remaining **$37.85 million**. Historically, major unlocks in late December can be particularly volatile due to lower holiday trading volumes. Key projects to watch include:

* **LayerZero (ZRO):** Continues its scheduled releases following its major 2024-2025 rollout.
* **Undeads Games:** A smaller but notable cliff unlock scheduled for early this week.

Why Investors Should Care

Understanding the **mechanics** of these unlocks helps explain why certain tokens may trade "sideways" or drop even when news is positive.

| Term | Meaning | Market Sentiment |

| **Cliff Unlock** | A large chunk of tokens released all at once on a specific date. | High Volatility; potential for "dumping." |
| **Linear Unlock** | Tokens released gradually (e.g., daily) over several months. | Lower Impact; market absorbs supply slowly. |
| **Vesting** | The "waiting period" before stakeholders can access their tokens. | Encourages long-term team commitment. |

> **Pro Tip:** Analysts often look at the **Unlock-to-Volume ratio**. If a $10M unlock is happening for a token that only has $1M in daily trading volume, the price is much more likely to drop than a high-volume token

Market Outlook: The "Unlock Dip"

Research suggests that roughly **90% of large token unlocks** coincide with price volatility, often starting up to 30 days before the actual release date as traders "front-run" the expected sell-off.

However, for projects like **Humanity Protocol ($H)**, the long-term outlook depends on **utility**. If the demand for "Proof of Personhood" and decentralized ID continues to scale, the market may see this unlock as a necessary step toward full decentralization rather than a reason to exit**