Cryptocurrency Real-time Evening Report · December 4

The market continues to maintain a turbulent pattern, with emotions more focused on three major variables: interest rate cuts, technology stocks in the U.S., and Trump:

Market Conditions:

BTC: Fluctuating weakly within the 93000 range, still lacking breakthrough momentum in the short term

ETH: Continuing relative strength, capital preferences are improving

SOL: On-chain activity is improving, but funds are still observing the ETF redemption cycle

Robot/AI Concept: Accompanied by policy expectations, U.S. stocks are driving the rise of on-chain projects in the same theme

Macroeconomics and U.S. Politics:

The market generally bets that the interest rate cut in December has become a foregone conclusion, but concerns about political interference may increase volatility

Expectations for the prediction market continue to rise, optimistic about the traffic dividends brought by the U.S. election cycle

Institutions and Compliance:

Charles Schwab plans to offer BTC/ETH trading in 2026

Coinbase partners with major banks to promote pilot projects

BlackRock CEO publicly shifts stance, optimistic about the long-term value of cryptocurrency

→ Institutional infrastructure is accelerating to take shape

On-chain and Technological Progress:

Ethereum Fusaka upgrade implemented, mainnet throughput enhanced

The prediction market is expected to become a new hotspot, with speculation and data value both rising