🚨 Analyst: If the Federal Reserve continues to cut interest rates, the US dollar is likely to weaken—stocks and metal assets may welcome favorable winds
According to Jinshi News, analyst Neil Keene has given a clear judgment:
➡️ The tone of this week's Federal Reserve decision may not be as hawkish as the market fears
➡️ If the willingness to cut interest rates is further confirmed, it will directly lower the dollar
📉 Why will the dollar weaken?
Keene provided three main reasons:
1️⃣ Rate cut expectations = decline in dollar interest rate advantage
The fundamental strength of the dollar is the interest rate spread; once rates are cut → attractiveness decreases.
2️⃣ Seasonal factors (end of the year)
Typically, demand for the dollar decreases at year-end, and liquidity shifts towards risk assets.
3️⃣ Fund flows into risk assets
With risk appetite warming, funds often flow out of dollar assets and into the stock market and commodities.
📈 Who might benefit?
• US stocks (liquidity warming)
• Metals (such as gold, copper)
• Emerging market assets (stimulated by a weaker dollar)
The market currently expects:
➡️ This FOMC will cut rates by 25bp → range to 3.5%–3.75%
📝 One-sentence summary
If the Federal Reserve is not hawkish tonight, the dollar will find it hard to be strong;
A weak dollar = the stock market, metals, and multi-assets are likely to welcome another wave of market activity.
🚨 Binance makes another move in Central Asia: signs a memorandum of understanding with Pakistan's largest digital wallet JazzCash
According to BusinessInsider,
Binance has signed an MoU (memorandum of understanding) in Abu Dhabi with Pakistan's leading digital finance platform JazzCash,
which is part of the global telecom group VEON and is one of Pakistan's most important digital payment infrastructures.
🤝 Core of the cooperation: Establishing a framework for the 'responsible development' of virtual assets in Pakistan
The MoU is not a direct product rollout but establishes an exploratory cooperation framework for both parties, including:
1️⃣ Education and popularization
Promoting a safer and more systematic understanding of virtual assets for Pakistani users.
2️⃣ Exploration at the level of inclusive finance
Studying how digital assets can integrate with the local financial system to serve a wider range of users.
3️⃣ Virtual asset solutions consistent with regulation
Focusing on 'compliance and responsibility', in line with Pakistani regulatory and market demands.
🌍 Why is this cooperation important?
Because JazzCash's position in Pakistan is equivalent to:
➡️ A national-level entry point for 'mobile payments + digital wallets + financial services'
For Binance:
• This is a key step into one of South Asia's most populous countries (240 million people)
• It is also an important piece of the compliance strategy
• Meanwhile, it further deepens the financial bridge between the Middle East and South Asia
📝 One-sentence summary
Binance is opening new doors for the compliant establishment of virtual assets in the South Asian region through its cooperation with Pakistan's digital finance giant JazzCash.
🚨 $148 million level selling pressure? Coinbase Prime suddenly received 54,100 ETH large inflow
Arkham data shows that in just 2 minutes from 16:16 to 16:18,
Coinbase Prime received three large ETH deposits totaling 54,151.73 ETH,
worth approximately $148 million.
📦 The three inflows are broken down as follows:
1️⃣ 14,714.79 ETH (≈ $48.99 million)
Source: Anonymous address 0xA66e…
2️⃣ 14,644.94 ETH (≈ $48.76 million)
Source: Anonymous address 0x1755…
3️⃣ 24,792 ETH (≈ $82.57 million)
Source: Anonymous address 0xc583…
All addresses are from anonymous sources and uniformly flowed into Coinbase Prime (institutional channel).
🔍 What does this mean? 🟥 Short-term selling pressure signals are very strong
Coinbase Prime is typically used for:
• Institutional cashing out
• Whale OTC selling
• Market maker rebalancing
Three consecutive transactions, with a total amount exceeding $148 million of ETH flowing in simultaneously,
is a typical precursor to potential selling, especially at the Prime port.
🟦 It may also mean:
• Institutions are preparing to execute hedging strategies
• Asset redistribution / staking redeployment
However, this explanation is less likely, as all inflows are entering CEX, rather than on-chain protocols.
📝 One-sentence summary
54,100 ETH instantly flowed into Coinbase Prime, likely indicating an increase in short-term institutional selling pressure, requiring vigilance against market fluctuations.
🚨 10x Research: BTC advantages are declining, real liquidity is back – altcoins may lead the market
10x Research's latest analysis provides a very critical turning point signal:
➡️ Bitcoin's dominance is declining + fresh liquidity is returning → altcoins may take the lead.
Historically, this often means:
Risk preference shifts from 'value traps' to 'growth tracks'.
📉 1️⃣ Bitcoin dominance declines: preference begins to shift
The model has favored BTC for three consecutive months,
but the latest signal shows the market direction is reversing.
When BTC.D declines and market funds shift from stable assets to high Beta assets,
the pattern of past cycles is:
➡️ Altcoin Season often starts from here.
💧 2️⃣ Stablecoin inflows rebuild the 'venture capital pool'
10x points out:
• Continuous net inflow of stablecoins
• Indicates funds are returning on-chain
• This is one of the prerequisites for the altcoin market
Although trading volume has not yet recovered to peak levels,
the 'underlying liquidity' has been silently rebuilt.
📈 3️⃣ This round of rebound is driven by spot, not leverage
This is a very important signal.
Past false starts often came from excessive leverage + short squeezes,
which made the funds unreliable, thus weak sustainability.
This time:
➡️ The rebound of certain assets is driven by spot buying,
indicating that real money is entering the market, rather than derivatives speculation.
🧨 4️⃣ Perpetual market lagging: leverage is being washed out
Platforms with active contract trading are performing weakly,
indicating:
• Over-extended positions are being liquidated
• Leverage bubbles are being squeezed out
This leaves room for healthier upward movement.
🎯 5️⃣ The next winner: not the loudest, but the 'quietly accumulating'
10x's most critical statement:
If this rotation is real, the strong coins will not be those making the most noise in the market, but rather the assets that are being quietly accumulated.
This means:
• Low liquidity but with fundamentals alt
• Platform tokens, ecological leaders
• Altcoins in structurally low accumulation areas
all have the opportunity to become the next main line.
📝 In summary
BTC funds begin to spill over, stablecoins flow back, spot buying leads the rebound –
🚨 15.1 million USD worth of Bitcoin just sent to Coinbase Prime: 1594 BTC instantly flowed in, signaling intense selling pressure from institutions
Arkham's latest data shows:
Around 16:20, Coinbase Prime received three large inflows of BTC consecutively——
A total of 1594.06 BTC, worth approximately 15.1 million USD.
📦 Details of the three inflows are as follows:
1️⃣ 540.28 BTC
Source: Anonymous address 12DPRto…
2️⃣ 540.28 BTC
Source: Anonymous address 1J7PYiA…
3️⃣ 543.49 BTC
Source: Anonymous address 139jrDV…
All sources are non-exchange anonymous addresses, and the destination is Coinbase Prime (institutional port).
🔍 What does this mean? 🟥 Short-term selling pressure risk has significantly increased
Coinbase Prime is a channel dedicated to institutions:
• OTC trading
• Large cash-outs
• Institutional rebalancing
Three consecutive inflows of nearly equal amounts of BTC at the same time,
indicates a well-planned large capital movement, rather than random transfers from retail investors.
🟥 Resonating with earlier inflows of ETH
Earlier, 54,000 ETH flowed into Coinbase Prime (≈ 14.8 million USD).
Adding this 15.1 million USD BTC inflow:
➡️ Institutions are clearly operating in the same direction: increasing selling pressure/reconfiguring positions.
Such synchronized actions typically imply:
• Reduced risk before macro events
• Taking profits
• Some large holders/institutions intending to cash out at high levels
📝 Summary in one sentence
In just a few minutes, BTC + ETH worth over 300 million USD simultaneously flowed into Coinbase Prime,
highly likely indicating that institutions are making large-scale reduction actions, and caution is needed for short-term market volatility amplification.
🚨 In the past 24 hours, the entire network has experienced liquidations amounting to $417 million! Short sellers have become the biggest victims, with a comprehensive double kill of longs and shorts.
According to Coinglass data,
The market has been highly volatile in the past 24 hours, and the scale of liquidations has expanded again:
➡️ Total liquidations across the network: $417 million
➡️ Number of liquidated individuals: 115,668 people
🔥 Shorts have been hit the hardest: liquidations of $309 million
• Long liquidations: $108 million
• Short liquidations: $309 million (nearly 3 times the longs)
This wave of market movement presents a typical:
➡️ "Double kill" structure of either first smashing then pulling or first pulling then smashing.
Especially, the short sellers have encountered strong reverse market movements.
📊 Breakdown by major cryptocurrencies: BTC (Bitcoin)
• Long liquidations: $29.4937 million
• Short liquidations: $134 million
→ Shorts have been collectively buried.
The rhythm of first killing longs and then liquidating shorts is very obvious.
ETH (Ethereum)
• Long liquidations: $30.0047 million
• Short liquidations: $104 million
The long-short structure of ETH is similar to that of BTC:
→ Shorts become the largest "blood bag."
💥 Largest single liquidation
• Occurred on HTX - BTC/USDT
• Amounting to $23.9894 million
This is the "liquidation king" of the past 24 hours.
🧠 Market sentiment interpretation
• Short liquidations far exceed long liquidations → indicating that the market rhythm leans towards "reverse slaughter."
• Large liquidations usually trigger high volatility windows.
• After the leveraged positions are washed out, the subsequent volatility may be healthier.
This, along with recent on-chain signals of a large influx of BTC and ETH into Coinbase Prime,
suggests that institutions are resetting positions and the market is cleaning up leverage.
📝 Summary in one sentence
In the past 24 hours, $417 million in liquidations occurred, with shorts being heavily harvested;
After the leveraged structure is cleaned up, market volatility may continue to expand.
🚨 USD1 has reached a new milestone! Binance Futures announces: Starting December 11, it can be used as margin in a multi-asset model.
Binance has just officially announced:
From December 11, 2025, 17:00 (UTC+8),
the futures multi-asset model will officially support USD1 (World Liberty Financial USD) as a margin asset.
📌 What does this mean? 1️⃣ USD1 is incorporated into the core level of the Binance derivatives system.
Being usable as margin means:
• It is not an ordinary stablecoin.
• Risk assessment has passed.
• Liquidity and stability have been recognized internally by Binance.
This is a qualitative boost for the ecological expansion of USD1.
2️⃣ Multi-asset model = Use USD1 to participate in more futures trading.
Users can:
• Open U-based futures contracts with USD1.
• Flexibly switch positions with USD1.
• Improve capital utilization efficiency.
This will enhance convenience for many users engaged in futures.
3️⃣ The narrative of WLFI / USD1 is further strengthened.
The linkage between USD1 and WLFI is one of the popular narratives this year,
The introduction of margin means:
→ More trading demand.
→ More protocol support.
→ Increased ecological credibility.
📝 In summary
USD1 being incorporated as a margin asset for Binance futures is an important endorsement of its stability and ecological status, and also a new acceleration signal in the stablecoin sector.