Guys, you see, December 1st started with a hard hit... BTC dropped below $86,000, losing almost 6% in a day. After November ended with a 17.67% drop ,the worst since 2018 , this start isn't exactly optimistic...
However, institutional flow remains strong: CoinShares recorded $1.06 billion USD in net inflows last week. This suggests funds are still accumulating, despite the price correction... But what about whale movements? A new wallet withdrew 42,225 ETH from Binance, valued at $120 million USD... and an insider whale borrowed $50 million USDT using ETH as collateral. Such massive actions usually signal something is about to happen... On the positive side, Binance Alpha listing RAYLS (RLS) is good news for that community... But the dark side is also present, with PeckShield reporting 15 major security incidents in November, totaling almost $200 million USD in losses. That number reminds us: the market still carries a lot of risk, we need to be extra careful...
Finally, Binance Futures delisting some perpetual contracts and a whale having to deposit $1.5 million USDC into Hyperliquid to save their 10x ZEC long position... shows that high leverage remains a double-edged sword during this phase. The market is undergoing a serious shakeout, my friends...
I wish I knew 'bout this tweet of yours back in 2013, seriously. Maybe I... well, I wouldn't have lost everything in 2021. Luckily, I got through that time. It was so tough, gotta say, real difficult. But thanks to crypto, thanks to this community, I got my belief back... belief in the future. Thanks a lot! 🙏
We have quite an interesting piece of news today, or rather, a confession, from MicroStrategy. CEO Phong Le has for the first time admitted that they could sell BTC if they find themselves in an extremely stressful financial situation. Do you think this is a huge shift?
Because it completely contradicts the "never sell" philosophy that Michael Saylor has built for so long. However, before we worry, let's look at the conditions they set: They will only sell if MSTR's market value is lower than the value of the BTC they hold (mNAV below 1x) AND they cannot raise further capital. This dual condition makes the possibility of an arbitrary sell-off very low, don't you agree?
But if both these conditions were to occur, it would lead to a major problem: the amount of BTC sold would come in a context where the market is already in extreme panic. Try to imagine that! Such a scenario would almost certainly make things worse. Anyway, this information reminds us that even the most ardent BTC maximalists have to face financial reality.
Should i DCA $ETH #ETH for next circle 2026-2030 ?
MAY 2021 =$2,900 AUG 2021 =$2,900 JAN 2022 = $2,900 FEB 2022 = $2,900 MAR 2022 = $2,900 MAY 2022 = $2,900 FEB 2024 = $2,900 MAY 2024 = $2,900 JUL 2024 = $2,900 NOV 2024 = $2,900 JUL 2025 = $2,900 NOV 2025 = $2,900
Vietnamese investors may be fined 10-30 million VND
Domestic investors who trade crypto assets through unlicensed platforms may face fines ranging from 10 to 30 million VND. This is stated in the draft decree on penalties in the crypto asset sector, currently open for public consultation by the Ministry of Finance and the State Securities Commission (SSC). According to the draft, organizations that provide crypto asset services without a license or advertise such services without approval may be fined 180–200 million VND. They must return any illegally obtained revenue and remove the violating systems. For individuals offering the same services, the penalty is 50% of that amount, around 90–100 million VND.
There will be no livestream this week as iam currently traveling for work and cannot set up the proper equipment to deliver a high-quality session.
We’ll be back next week, right on our regular schedule: Monday at 20:30 (VN Time). Expect charts, fresh sources, clean data, and sharp weekly insights as usual.
In the meantime, you can follow and stay updated through all of Jason’s official channels:
📉 $TNSR increased by 600% & dropped sharply when Coinbase acquired Vector.fun
This soft-rug is due to: 🔴 Founder taking profits by selling at the peak, slippage $120K exit through Phantom 🔴Top 10 holders control 68% of supply and are dumping heavily 🔴Coinbase acquired Vector.fun & paid 0$ to $TNSR holders 🔴Tensor Treasury bought $TNSR right before the news 🔴Users must withdraw assets as the Vector App will be shut down before 26/11