Market Overview (December 8): The entire market rebounded by 2.2%, with the total market cap returning to 3.2 trillion USD, and a 24h transaction volume of 111 billion. BTC is priced at 91,500 USD (+2.4%), ETH at 3,130 USD (+3.3%), and the Fear and Greed Index has risen from extreme fear to 24 (neutral to bullish). The leverage liquidation caused by the weekend low of 88k has been digested, and institutional funds are flowing back in. The five core hotspots are the Fed ending QT + interest rate cut expectations at 86%.

The Fed injected 13.5 billion liquidity this week, and the search volume for the devaluation of the US dollar reached a historic high. X sentiment has completely reversed, with the bullish slogan 'green candles are here' trending. BTC/ETH futures OI rose by 2% and 3% respectively, with short-term support clearly at 90k and 3,050.

Institutions and RWA surge

MicroStrategy buys nearly 1 billion BTC again, Saylor's 'orange dot' suggests continued accumulation. The on-chain tokenization scale of US Treasury bonds has reached 8.6 billion, RWA total scale has increased by 229% to 18 billion in a year. France's BPCE Bank will launch crypto trading for 14 million customers in 2026, and Argentina's central bank plans to fully lift restrictions. ETH has the deepest funds due to the narrative of Treasury bond tokenization, BNB chain's RWA sector has risen 4.24% in 24 hours.

Regulatory double-edged sword

Positive news: The UK officially recognizes crypto as 'Class 3 property', the EU cracks down on mixers but clarifies rules.

Negative news: Canada is investigating 2,500 NFT users for tax payments, Do Kwon faces a 12-year sentence in the US this week, South Korea plans to regulate exchanges as banks. XRP remains steady at 2 dollars, OI increases slightly, but large holders decrease.

Solana & Memecoin carnival

$BONK, $FRANKLIN, $PNUT take turns surging, Pump.fun's daily trading volume remains over 1 billion USD. The X virus post '589' received 2,600 likes, the success rate of minting during the overlap of Asian/American time zones is the highest. SOL spot ETF continues to see net inflows, on-chain DEX share continues to crush.

AI narrative heats up

Bittensor (TAO) halving countdown 5 days, Grayscale publishes article anticipating new highs; Zama fully homomorphic encryption (FHE) project Zama mindshare has entered the top five.

Operation strategy (simplified version) short-term (1-3 days) BTC: Buy low in the range of 90,000-91,000, target 94-95k, stop loss at 88,800

ETH: Increase position after breaking 3,100, target 3,300-3,400

SOL meme: Only participate in new projects during overlapping hours (UTC 14-21), take profit at 20-50%, hard stop loss at 10%

Medium-term (1-6 months)

Core position: BTC 40% + ETH 30% + XRP 15%

Satellite position: RWA (BNB/MATIC) 10% + AI (TAO) 5%

Cash/USDC reserves 20%, wait for BTC to dip below 88k to increase position risk management rule, leverage not exceeding 5x, must drop on weekends

Once OI drops more than 10% in a single day or another Upbit-level hacking incident occurs, transfer everything to stablecoins

Regularly review the Fed meeting minutes and the US 10-year Treasury yield weekly

Summary: The liquidity floodgate has opened, institutional bullets are loaded, the big trend is bullish before 2026. However, short-term volatility will still be intense, controlling positions and setting stop losses is most important. D

YOR, good luck! #加密市场观察 #币安广场 #币安迪拜Token2049