My Thoughts on Today’s Market (Dec 1, 2025)
1️⃣ Market is in Risk-Off Mode
Global markets are reacting to Japan’s 17-year-high bond yields. When traditional markets get nervous, crypto usually dips — and that’s exactly what we’re seeing.
2️⃣ Bitcoin Still Holding Strong Above $85K
Even with a 5% drop, BTC staying in the mid-$80K range is a sign of strength. This is still a healthy higher low for long-term structure.
3️⃣ Altcoins Are Getting Hit Harder
Coins like:
DOGE (-8%)
SOL (-6.9%)
ADA (-8%)
These drops show that traders are moving out of higher-risk assets first.
4️⃣ Outperformers Are Showing Rotational Liquidity
MBL, TNSR, DYM pumping suggests smart money is moving into small caps for short bursts — typical in volatile weeks.
5️⃣ ETF News Is the Main Bullish Catalyst
Chainlink ETF coming
$1B inflows into digital asset ETFs
This tells us institutions are buying the dips, not leaving.
6️⃣ Medium-Term Trend Still Bullish
Despite today’s red market:
Rate-cut expectations for 2026
Fed ending QT
Record ETF inflows
All point to strong bullish momentum in the coming months
#BTC #ETH #bnb #sol #DODE $BTC $ETH
