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1) ETH: growth of new wallets / network activity (Santiment + secondary sources)
1. Summary (1–2 lines)
In December 2025, the growth of new ETH wallets is recorded at ~163k/day (peaking at ~195k on December 15). At the same time, a correlation with active addresses of ~600k is mentioned.
2. What does this mean for the market (honestly)
• BTC: indirectly — growth in interest in ETH may temporarily divert some capital from BTC to ETH/altcoins, but only if the price confirms demand.
• ETH: signal “interest/activity” — yes. Signal “price must grow” — no.
• Altcoins/liquidity: potentially supports the alt segment in short movements, but without inflow of money into the market overall, this often ends in rotation rather than trend.
• Risk appetite: moderately increases, but the market easily “zeros” this with one sell-off.
• Market structure: news about network activity — does not equal confirmation of capital inflow.
3. Real effect
• Effect: moderate
• Short-term: may heat interest in ETH/DeFi tokens, causing local volatility.
• Medium-term: does not change the trend by itself — demand for price + confirmation on flows/volumes is needed.
• What has changed: the informational background for ETH has become “livelier,” but this is not a change of market regime.
4. Risks of the news
• Peaks of new wallets historically may coincide with overheating/marketing waves, not with sustainable accumulation.
• Large players often use spikes in interest as liquidity for unloading.
• Volatility is more likely around key levels of ETH (where stops and liquidations sit).
5. Summary of the news
The news raises expectations for ETH but does not confirm a change in structure without capital inflow and confirmation on price/volume.
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2) XRP: “$1B net inflow for the week” in spot ETFs + 32 days of positive inflows
1. Summary (1-2 lines)
It is reported that spot ETFs on XRP gave >$1B net inflow for the week; since launch — 32 consecutive days of positive inflows, AUM around $1.21B. Price ~1.93.
2. What does this mean for the market (honestly)
• BTC: neutral/indirect — it's a story about rotation into a specific asset.
• ETH: also indirectly — competition for attention/capital in altcoins.
• Altcoins/liquidity: this specifically supports XRP and may drag the “XRP sector” by sentiment, but it does not have to pull the entire market.
• Risk appetite: increases selectively (on XRP), but the overall market risk appetite depends on BTC/macro/ETF flows for BTC/ETH.
• Structure: ETF inflows — this is stronger than “tweets,” but the price may not react for a long time if the market is in risk-off.
3. Real effect
• Effect: strong for XRP, moderate for altcoins, weak for the market overall
• Short-term: support price/buying dips, but possible “liquidations” and sharp pullbacks.
• Medium-term: if inflows persist — this is a fundamental cushion for demand.
• What has changed: the institutional component in XRP has strengthened.
4. Risks of the news
• The price may stand still during inflows if: there is hedging/arbitrage, or the market is pressing from above.
• In strong headlines, the market often does “pump → liquidity collection → pullback.”
• Risk of increased volatility during the publication of weekly/daily reports on ETFs.
5. Summary of the news
The news strengthens support for XRP but does not guarantee growth without confirmation of the overall market structure.
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3) USDC: supply decreased by 1.2B over 7 days
1. Summary (1-2 lines)
The total USDC supply decreased by ~1.2 billion coins over the week.
2. What does this mean for the market (honestly)
• BTC/ETH/altcoins: reduction in stablecoin supply — this is often a liquidity squeeze, i.e., less “dry powder” for purchases.
• Risk appetite: rather decreasing (or the market is becoming more cautious).
• Structure: this is an argument in favor of a regime where “capital is not coming in, but is being squeezed/out.”
3. Real effect
• Effect: moderate
• Short-term: it may amplify pullbacks/sharp movements in a thin market.
• Medium-term: if the trend continues — pressure on growth impulses.
• What has changed: liquidity conditions have worsened.
4. Risks of the news
• In low liquidity, it's easier to trigger stops and create “false reversals.”
• Altcoins suffer more than BTC in moments of liquidity compression.
5. Summary of the news
The news increases pressure through liquidity and raises the chance of a “nervous” market.
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4) ETF: ETH — weekly net outflow $643.9M
1. Summary (1-2 lines)
Spot/exchange products on ETH (according to your text) showed a weekly net outflow of ~$643.9M.
2. What does this mean for the market (honestly)
• BTC: in favor of relative strength of BTC vs ETH (if there are inflows for BTC).
• ETH: institutional flow is negative → this is pressure/weakness in demand.
• Altcoins: weak ETH usually drags the alt market down in sentiment.
• Risk appetite: decreases.
• Structure: confirmation of “risk-off” specifically for ETH.
3. Real effect
• Effect: strong for ETH, moderate for altcoins
• Short-term: increases the likelihood of sell-offs and collecting liquidity downwards.
• Medium-term: while the flow is negative — perceive growth as a correction, not as a trend.
• What has changed: pressure on ETH has increased.
4. Risks of the news
• On outflows, ETH often creates “drops” in liquidation zones.
• Any local rebounds can be used for unloading.
5. Summary of the news
The news increases pressure on ETH and confirms weakness in demand from ETF money.
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5) ETF: BTC — weekly net inflow $57.3M (despite 4/5 “red” days)
1. Summary (1-2 lines)
For the BTC-ETF over the week, there is still a net inflow of ~$57.3M, despite the predominance of negative days.
2. What does this mean for the market (honestly)
• BTC: there is support, but it doesn’t look like an aggressive “buy” — rather a stable holding of interest.
• ETH: contrast with ETH outflows strengthens rotation “into BTC from ETH.”
• Altcoins: in such a picture, altcoins find it hard to grow sustainably.
• Risk appetite: neutral-moderate (BTC is held, but not aggressively).
• Structure: regime “capital chooses quality/protection.”
3. Real effect
• Effect: moderate
• Short-term: support from deep sell-offs, but not necessarily growth.
• Medium-term: if inflows continue — BTC will be stronger than the market.
• What has changed: confirmation of rotation into BTC.
4. Risks of the news
• The inflow is small relative to the market's volatility — it will not save from sharp movements.
• The market may give false optimism on “inflows,” then collect liquidity downwards.
5. Summary of the news
The news supports BTC but does not change the regime if liquidity is generally shrinking.
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6) Fundstrat: “internal report” on correction 1H 2026 and targets for decline (BTC 60–65k, ETH 1800–2000, SOL 50–75)
1. Summary (1-2 lines)
A document is going viral that looks like an internal strategy from Fundstrat for 2026: a significant correction is expected in 1H 2026 with designated targets for decline in BTC/ETH/SOL.
2. What does this mean for the market (honestly)
• BTC/ETH/altcoins: this is an informational trigger that may amplify fear and fixing, especially in thin liquidity.
• Risk appetite: decreases (people start to defend themselves).
• Structure: the document itself does not change structure, but can accelerate movement towards liquidity (stops/margin zones).
3. Real effect
• Effect: moderate (as news), but may become strong (if the market is already weak)
• Short-term: increased volatility, “swinging” the crowd.
• Medium-term: key — will the flows/price be confirmed. Without confirmation, it remains noise.
• What has changed: rise in “bearish expectations” in the information field.
4. Risks of the news
• The market likes to use such reports as a reason for “sell-off → triggering → buying back.”
• You cannot trade “based on targets from the report” — that's someone else's model, not your plan.
5. Summary of the news
The news creates expectations of a pullback, but in itself, it is not proof — more important are real flows and structure.
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7) Michael Saylor “hints at BTC purchase”
1. Summary (1-2 lines)
Saylor hints at a new BTC purchase (“green dots turn into orange”).
2. What does this mean for the market (honestly)
• BTC: this supports sentiment but does not equal “pump”.
• ETH/altcoins: influence is weak/indirect.
• Structure: a tweet does not change the structure if money is not coming in.
3. Real effect
• Effect: weak (if there is no confirmation by buying/volume)
• Short-term: may give a local impulse/noise.
• Medium-term: the fact of the transaction matters, not the hint.
4. Risks of the news
• On such triggers, crowds are often caught: quick liquidation → pullback.
• You cannot build a trade on a “personal signal.”
5. Summary of the news
The news supports sentiment but does not change market structure.
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6) SUMMARY OF ALL NEWS OF THE DAY — overall picture
Today's set of facts is not about “bullishness,” but about rotation and risk control:
• BTC looks more stable because the BTC-ETF has had a positive week, while ETH has seen a strong outflow.
• Liquidity is shrinking (USDC −1.2B over the week) → the market becomes sharper, more false movements.
• XRP is separately strong due to ETF inflows, but this is an “island of strength,” not a guarantee of growth for the entire market.
• ETH is weaker by flows, even if network activity is growing — this is a conflict of signals, and the market often resolves it downwards while there is no money.
What to watch for traders today:
1. flows of BTC vs ETH ETFs (who is actually buying),
2. liquidity (stablecoins/volumes),
3. where the market will collect liquidity (stops/liquidations) — especially on ETH and altcoins.
👉 Structural trading scenario for the market —@INVESTIDEAUA
