2025.12.17 Crypto Morning News
☀️ Brothers, the morning report is here! New data has come in, and the winds are shifting from 'expectations' to 'reality':
1️⃣ 【Macroeconomic Levels Bottoming Out】 The U.S. non-farm employment in November exceeded expectations, with an increase of 64,000 jobs, reversing the previous downturn. Coupled with Trump publicly stating that 'the Federal Reserve rates could be lower', both political pressure for policy change and supportive data are in place, making the direction of the flow increasingly clear.
2️⃣ 【Smart Money Racing Ahead】 After the non-farm data was released, gold surged to $4312.54 per ounce. The price language of traditional safe-haven assets is always honest; it is telling us: the re-evaluation of currency value has begun, and this is not a drill.
3️⃣ 【Whale Institutions Continue to Reallocate】 Asset management giant BlackRock deposited 47,463 ETH into Coinbase. This is not retail FOMO; this is traditional capital's substantial positioning and layout at the spot level, reserving core assets for the upcoming new cycle.
4️⃣ 【Regulatory Ice Melting Faster】 The SEC has officially ended its four-year investigation into Aave, the leading DeFi protocol. This is a crucial signal: the top regulatory body is clarifying boundaries and clearing obstacles for compliant development. From expressing recognition (of Bitcoin) to taking actual action (ending the investigation), the attitude shift has entered the operational stage.
5️⃣ 【Super Variables are Brewing】 Rumors suggest that Musk may represent the Republican Party in the 2026 midterm elections. If true, this would be one of the most powerful political narrative variables imaginable in the crypto space. A leader well-versed in technology and embracing crypto entering the core of power would have an imagination far exceeding short-term policy fluctuations.
6️⃣ 【Remember the Current Keywords】 Fulfillment. Macroeconomic data and political statements are fulfilling easing expectations, gold is fulfilling currency anxieties, institutions are fulfilling asset allocations, and regulators are fulfilling the 'no pursuit' commitment. Everything is transforming from 'hearsay' to 'sight'.
In summary: When macro tides, institutional footprints, and regulatory sunlight appear simultaneously, every market pullback is a reward for your understanding. Don't focus on the waves at your feet; the push of the tide has already changed.
