✅️Market Trends In the past 24 hours, $BTC \$ETH fluctuated up and down, with varying increases and decreases in altcoins. The U.S. stock market opened, with the Dow Jones down 0.06%, the S&P 500 up 0.09%, and the Nasdaq up 0.32%.
✅️Market Highlights: 1⃣Hyperliquid Strategies Inc. announced a $30 million stock buyback plan. 2⃣Abu Dhabi Global Market (ADGM) officially recognized USDT as an "accepted fiat reference token," allowing regulated companies to provide trading, custody, and other services involving this stablecoin. 3⃣BMNR announced total assets reached $13.2 billion, acquiring 138,452 ETH last week, with ETH holdings exceeding 3.86 million. 4⃣Robinhood expands its cryptocurrency product line, launching futures, staking, and tokenized stocks, and announced its Layer-2 scaling network. 5⃣The SEC concludes a two-year investigation into Ondo Finance, paving the way for its expansion in the U.S. tokenized asset space. 6⃣Trump: This week will release a “single rule” executive order regarding AI.
The super week is here, and the macro storm eye is in position! 🌪️ This week welcomes the most intensive wave of macro data for 2025, as global central banks will reveal their cards one after another. The real hard battle begins now.
🔴 Core battlefield: Federal Reserve decision night ▫️ Thursday at 3 AM: FOMC interest rate decision + economic outlook ▫️ Followed by 3:30 AM: Powell's press conference Market rate cut bets are nearly 90%, but the real storm lies in the "dot plot" and Powell's attitude. Beware of the script where "expectations being met is bearish."
🟠 The other four major central banks strike synchronously The central banks of Canada, Switzerland, Australia, and the UK will act in succession, and the global liquidity landscape is facing reevaluation.
🌍 The biggest puzzle of 2025: Real assets surge, crypto stagnates? The past year has shown a rare "dislocation": ✅ Physical assets strongly return: Gold and silver hit new highs ✅ Equity markets warm up: The Shanghai Composite Index has risen about 20% this year
❌ Technology and crypto generally under pressure: Most mainstream coins perform sluggishly
This feels more like a "global asset repricing" rather than just a sector rotation. In the macro waves, surviving is more important than anything else.
Funds are being reordered, are you ready? $BNB $BTC
Power Restructuring in the Trump Era: From the Large Ministry System to the Military Affairs Office, with an Analysis of December's Macro Market Reversal Signals
The rumors about Hassett, the Director of the National Economic Council at the White House, taking office as the Chairman of the Federal Reserve are still lingering. Bloomberg has revealed even more eye-catching news: Trump is considering appointing Treasury Secretary Mnuchin to also serve as the Director of the National Economic Council. This is not just a personnel adjustment, but a profound transformation of the power structure.
Observers on Wall Street are closely watching the power dynamics in Washington. The Trump administration is breaking the traditional checks and balances between the bureaucratic system and the White House staff through a series of carefully designed personnel arrangements, attempting to create a highly collaborative and efficient 'economic decision-making center.'
If you want to claim the money, you need to provide Uncle Hat with: 1️⃣ Complete fund tracing: Every step from the bank to your wallet must be clear. 2️⃣ Proof of private key control: Signature verification. 3️⃣ No involvement proof: Proving the funds are unrelated to crime.
For the vast majority, the first requirement is an immediate GG.
Conclusion: This money isn’t “unclaimed,” but rather “no one dares to claim it.” It perfectly illustrates what is called “wealth that cannot be clearly explained.”
1️⃣ $BTC 📈, #ETH, $SOL fluctuating, US stocks mixed, Crypto concept stocks leading the way, BMNR skyrocketing 7.9%😱! 2️⃣ Major news💥! He Yi appointed as Co-CEO of Binance👑, she revealed that CZ has retired from the exchange and is moving to BNB Chain ecosystem projects🌱. Although CZ is no longer at Binance, control remains solid. 3️⃣ YZi Labs CEO shares investment secrets: focusing on the intersection of three transformative fields - Web3, artificial intelligence, and biotechnology🧬. 4️⃣ HumidiFi (#WET) promoted by Jupiter has a hot public sale🔥, the public round “sold out in seconds”, with the official urgently stating: a few bots purchased a large amount of tokens. The community jokes: so weak! 5️⃣ ETH completes the Fusaka upgrade, GAS fees drop to 0.05 gwei📉, is this the lowest value in years? 6️⃣ OceanPal raises $120 million, partnering with the NEAR Foundation to launch SovereignAI and digital asset treasury. #NEAR price shows no reaction. 7️⃣ Coinbase launches Base-Solana bridge, achieving two-way asset interoperability🔄, Aerodrome has deployed SOL-USDC liquidity pool. 8️⃣ glassnode data: over 25% of BTC supply is at a loss, BTC remains highly sensitive to macro shocks📉. 9️⃣ Tom Lee makes another bold prediction: BTC could soar to $250,000 within months, ETH expected to rise to $12,000!
Three Major Breakthroughs of Ethereum: Is a Super Liquidity Network Taking Shape? The Revolution of Privacy and Performance is Accelerating
When the crypto market is still entangled in short-term fluctuations, the Ethereum ecosystem has completed three key 'infrastructure upgrades' at the underlying technology level. From the 'interoperability layer' that can connect all second-layer networks, to technological innovations that balance privacy and efficiency, and the performance explosion brought by the Fusaka upgrade, a more powerful Ethereum is taking shape. Today, we will break down the core value of these breakthroughs - they will not only change users' on-chain experience but may also reshape the value distribution logic of the entire Ethereum ecosystem.
Breakthrough 1: EIL emerges, second-layer networks will say goodbye to 'liquidity islands'
#CryptoMorningReport December 03📈🚀 1️⃣ Market Trends $BTC surged strongly, altcoins rose broadly, and the market experienced wide fluctuations. U.S. stocks climbed, the dollar weakened, and Trump hinted at a dovish Fed candidate, Hassett, providing a temporary respite for global markets. 2️⃣ Market Highlights 🔹 $BTC skyrocketed, and contract rates turned negative! Musk's endorsement helped, as the U.S. ended its balance sheet reduction. 🔹 $ETH public chain rose, gas fees fell below L2, highlighting ecological advantages. 🔹 $SOL public chain gained momentum, partnering with the prediction market #Kalshi, while #Meme coin Pippin continues to reach new highs!
Where will the market go at the end of the year? Practical answers to four core questions
On the same day that the Federal Reserve stopped tapering, the Bank of Japan Governor sent a clear signal of another interest rate hike before the end of the year, simultaneously triggering the nerves of the global market. The price of Bitcoin promptly fell below $85,000, reaching a new low in recent months. As the last month of 2025 has just begun, the global market was stirred by a "black swan" from Tokyo. On December 1, the hawkish speech of the Bank of Japan Governor Kazuo Ueda ignited expectations for interest rate hikes, and on December 2, global assets experienced a "rollercoaster": Bitcoin plummeted over 8% in a single day, triggering nearly $1 billion in liquidations, the Nikkei 225 index fell by 1.8%, while A-shares went against the trend with 3,400 companies rising, and trading volume surged to 18.9 trillion.
📉 Crypto stocks crash + Federal Reserve stops tapering! Is a market turning point coming?
Bitcoin falls below $86,000, and crypto concept stocks collectively plummet‼️
Coinbase down over 4%, Bit Digital down over 5%, MSTR related short products drop 3.32% in a single day, and stocks like Amber drop over 10%. The publicly listed company "All in Bitcoin" faces a life-or-death decision: pay off debt, buy coins, or save stock prices? $1.44 billion dividend fund struggles to regain market confidence🤯
👉 The Federal Reserve officially halts balance sheet reduction on December 1 (with a balance sheet of $6.6 trillion), ending two years of "liquidity extraction"! The core reasons: banking liquidity crisis + $38 trillion U.S. debt pressure + rising economic downturn risks.
Short-term liquidity easing benefits risk assets, but high-level easing may exacerbate volatility! The market blindly guesses that trading will continue (key data will reveal employment-inflation contradictions), with the probability of a rate cut in December rising to 85%. The next 1-2 months will be a key window for market trends🔍
Can the crypto market rebound with the favorable policy wind? Is there still a way for "faith stocks"? Share your judgment in the comments👇
1. Market 📉: Japan's interest rate hike caused a sharp drop in financial markets. $BTC rebounded to around 86,500, $ETH fluctuated, and $SOL hovered at the bottom.
2. Industry 👀: Cambodia's Huawang Payment suspended operations until January 5th next year due to a bank run, delaying repayments.
3. Regulation 👮: The FDIC will release a regulatory proposal for stablecoin issuers this month, with the first batch of rules to be announced in December; Beijing Business Daily stated that clarifying the definition of stablecoins is beneficial for anti-money laundering regulation.
4. Enterprise 🏭: Strategy has established a $1.44 billion dividend fund, with Peter Schiff stating that its end is near; if BTC is between $85,000 and $110,000 by the end of the year, revenue will be -7 billion to 9.5 billion.
BitMine increased its holdings by 96,000 ETH, bringing its total holdings to over 3.72 million ETH.
Vanguard will open trading in multi-crypto asset funds starting December 2nd.
Goldman Sachs acquires Innovator for $2 billion to launch a Bitcoin ETF; Grayscale's Chainlink ETF launches on Tuesday.
5. Partnership🤝: Solana partners with Kalshi to fully tokenize its prediction market.
6. Enforcement👮♂️: The EU and Germany/Switzerland shut down the cryptocurrency mixing platform Cryptomixer.
7. Prediction🔮: CME's "FedWatch" shows an 87.6% probability of a 25 basis point rate cut in December.
8. Opinions🗣️ Arthur Hayes: Tether's holdings of excess assets may raise concerns about over-collateralization.
Bernstein: Crypto companies have strong fundamentals.
9. Other📚 Paul Atkins speaks at the NYSE tonight about the 250th anniversary of US capital market reforms.
Bitcoin mining profits fall to historic lows.
Remixpoint cancels 1.2 billion yen investment in its Web3 business. #Bitcoin#Ethereum#Solana#Crypto
🎮Sony Official Announcement: A US Dollar Stablecoin to be Launched in 2026!
Gaming giant Sony plans to launch a stablecoin pegged 1:1 to the US dollar in the United States in 2026, primarily for payments and settlements in its gaming, anime, and other businesses. This means that "Sony Coin" will officially enter the stablecoin battlefield, marking a key step for Web2 giants into crypto payments. Currently, this plan is mainly aimed at the US market.
1. Major Coin Pullback $BTC, $ETH, $SOL have experienced significant pullbacks, coinciding with the release of a document by the People's Bank of China and the decline in U.S. stock futures. Market sentiment is affected by multiple factors, and further attention is needed on the performance after the U.S. stock market opens.
2. Security Incident The DeFi protocol Yearn Finance was attacked, resulting in a loss of approximately $3 million, involving 1,000 yETH. The stolen funds have been transferred to Tornado Cash for mixing.
3. Unlocking Dynamics EIGEN unlocked 38.35 million tokens today, valued at approximately $22.65 million, accounting for 8.646% of the circulating supply.
4. Exchange Dynamics Binance Giggle trading pair fees will automatically convert 50% to GIGGLE, with part of it being burned in Giggle Academy.
5. Privacy Coin Decline ZEC fell below $400, possibly due to the market's extremely low expectations for its ETF approval, or profit-taking by bulls.
6. Prediction Platform Update Opinion adjusted its points mechanism, with FOMC and Pre-TGE sections becoming stable points sources. This project is based on BSC and is worth paying attention to.
7. Stablecoin Controversy Concerns about the $USDT reserve structure have arisen, with part allocated to BTC/gold instead of full USD assets, but the industry generally believes the risks are exaggerated.
8. Project Anomaly Warning SAHARA's weekend plunge is related to its market maker being restricted by trading platforms, and the market is wary of similar abnormal volatility risks in altcoins.
December Market Dual Focus: With the Federal Reserve poised to cut rates, what is the endgame after the food delivery war burns through 70 billion?
The pendulum of market expectations is swinging violently in response to the Federal Reserve's signals for interest rate cuts. The market in December feels like it has been fast-forwarded — on one side, the expectations of the Federal Reserve lowering interest rates are high, while Powell's 'uncertainty of staying or leaving' stirs global capital flows; on the other side, the smoke of China's food delivery competition is gradually dissipating, with Meituan, Alibaba, and JD investing 70 billion yuan to shape the landscape, which is now approaching a new turning point. From the 'financial outlook' to the 'employment stability' at the consumer end, every signal this month contains the answers to the year's endgame and buries new opportunities for next year.
🚨 Breaking! Will Powell resign as Chairman of the Federal Reserve? Rumors on December 1 set off the market!\n\n🎯 Key Message: Reports indicate that Powell will announce his resignation decision at an emergency meeting on Monday evening at 7 PM Eastern Time.\n\n❌ Key Clarification: Currently, there is no official confirmation from the Federal Reserve or mainstream media, and there are multiple contradictions: Chairman Powell's term lasts until May 2026, and his board member term extends to January 2028; the Federal Reserve's official schedule shows he actually has a speech at the Hoover Institution at 8 PM that evening, not an emergency meeting; Powell has repeatedly stated that he will not resign early and will complete his term, and the law grants him protection against arbitrary dismissal.\n\n📢 Background of the Rumor:\nThis is not the first time rumors of Powell's resignation have surfaced. Previously, Trump pressured him to step down, even questioning him over the Federal Reserve's headquarters renovation overruns; White House economic advisor Hassett has stated that he would be willing to take over the position if nominated, and he is currently seen as a leading candidate; messages about fund withdrawals after Thanksgiving and policy uncertainty have been widely circulated on platforms like Xiaohongshu, intensifying market wait-and-see sentiment.\n\n📉 Market Myths:\nHistorical patterns show that after a decline in the market in November, December often opens lower. Coupled with year-end institutional assessments and the fund recovery effect, the volatility risk is already high; on one side, resignation rumors are fermenting, while on the other, the direction of policy is unclear. How will the global market unfold in the first week of December?\n\n#鲍威尔 #美联储政策 $BNB $BTC
🔥 Latest Interpretation of Cryptocurrency Policies: No New Regulations! Only Reiteration of 2017's 94 + 2021's 924 Policies!
✅ Core Conclusion First: Personal Trading of Cryptocurrencies is Not Illegal! Bank Card Deposits and Withdrawals 'Violations Not Illegal'!
📌 Policy Key Points Breakdown: 2017's 94: Cryptocurrency is Defined as 'Virtual Goods', Not Legal Currency (Only Renminbi is Legal in Our Country); 2021's 924: Web3 Business Cut-off — Prohibiting Overseas Cryptocurrency Enterprises from Serving Domestic Users, Prohibiting Domestic Institutions/Individuals from Providing Support, and Prohibiting Financial Institutions from Settling Virtual Currency Transactions.
⚠️ Key Reminder:
👉 Bank Card Deposit and Withdrawal Violations (In Violation of Central Bank Regulations), but Not Considered Illegal! The Central Bank has No Law Enforcement Authority, at Most the Card Number Will Be Suspended, and Reapplying for a Card Will Not Be Affected (Default Operation by the Bank's Anti-Money Laundering Department);
👉 Three Actual Situations that Could Lead to Conviction: Money Laundering, Illegal Currency Exchange, and Aiding and Abetting Crimes (Knowing Funds are Involved in Criminal Activities Yet Still Handling Them).
💡 Reiterating Key Points: Personal Holding and Trading of Cryptocurrencies is Legal, Bank Card Deposits and Withdrawals Violations are Not Illegal! Risks are Controllable, Don’t Be Misled!
Thirteen departments take decisive action: the strongest regulation of virtual currencies, red lines must be clearly understood.
Those in the cryptocurrency community have likely been bombarded with a major news story recently: On November 28th, the People's Bank of China convened a meeting of the coordination mechanism for combating virtual currency trading and speculation, attended by 13 departments including the Ministry of Public Security, the Cyberspace Administration of China, and the Central Financial Affairs Commission. This not only breaks the record set by a joint crackdown by 10 departments in 2021, but also marks a new stage in virtual currency regulation, characterized by "top-level coordination and comprehensive crackdown." Some netizens have already shared screenshots showing their Alipay accounts being frozen due to withdrawals from cryptocurrency trading. The freezing authorities are directly pointing to the Economic Investigation Department of Nanjing, the capital of Jiangsu Province. It's worth noting that such cases have previously been concentrated in northern Jiangsu. This direct action from the provincial capital undoubtedly sends a strong signal that "the crackdown is truly underway." Today, we'll analyze the core logic behind this regulatory upgrade and the risk red lines that ordinary participants must be wary of.
11.30 Crypto Morning Report: Overview of Market, Dynamics, and Regulatory Trends
1. $BTC: The volatile market continues, with Sunday performance being key. With reduced activity on non-working days, can the weekend market still perform as before?
2. $ETH: Dropped below 3000, with significant market divergence. Patiently wait for DAT company to resume operations on working days to see if ETH can迎来转机. 3. $SOL: On-chain market seems to be recovering, but trading volume is at a new low. Continue to patiently wait for SOL's exclusive opportunities. 4. OKX announced the 37th asset reserve proof, further enhancing transparency.
5. Vitalik released a pilot for original prediction markets, which can assess the originality of code “repositories,” leading innovation in the industry. 6. Bitcoin mining pool DMND fully opens registration, supporting Stratum V2, providing miners with new options. 7. The HyperLiquid team unstaked 2.6 million HYPE, with 609,000 sent to the 0TC platform, making market dynamics worth paying attention to. 8. The UniSat UTXO tool adds a fee rate model of less than 1 sat/vB, improving the utilization of idle assets and optimizing trading costs. @unisat_wallet remains active, with continuous surprises.
9. Regulatory Dynamics: Beijing Business News exposes cryptocurrency speculation infiltrating social platforms, becoming a “hunting trap” for ordinary people. The People’s Bank of China holds a meeting to combat virtual currency trading speculation, strengthening regulatory efforts.
10. Alliance DAO co-founder’s view: L1 tokens are not necessarily a bad investment, and will not short.
11. Pandu Ethereum ETF to be listed in Hong Kong on December 3, providing a new way to hold ETH directly. The Cryptocurrency Fear Index rises to 28, shifting from “extreme fear” to “fear,” is market sentiment warming up?
CZ’s investment strategy: Sell when extremely greedy, buy when extremely fearful. Be cautious during FOMO, and brave during FUD?
Bitcoin spot ETF saw a net inflow of $71.371 million yesterday, continuing a net inflow for three days, boosting market confidence.
The UK government will implement new crypto tax regulations starting January 2026, strictly investigating tax evasion, accelerating the compliance process.
Reflections and Strategies: Insider trading hurts me the most, making me wonder if insiders can really make money? Or do the people I trust have issues? Or is this time “really different”? Patiently focus on what I’m good at and invest steadily.
🎉🔒Congratulations on the impressive achievement of $ETH consecutive wins, thirty consecutive wins, thirty consecutive wins, an important matter stated three times (last month 29 consecutive wins, previous record has been broken ✅️✅️) In the world of contract trading, there are no permanent winning streaks, only eternal risks. Throughout the thirty consecutive wins, there have also been many instances of profitable pullbacks. It is these experiences that make me more aware: temporary victories can easily lead to an 'illusion of competence', and the cruelty of the market lies in the fact that any rash risk can lead to the previous accumulation being wasted. Therefore, it is essential to maintain a 'half-position mentality' in trading; no matter how clear the market trend is, always leave a buffer for market uncertainty; at the same time, establish a trading log, review operational details daily, analyze the core reasons for profits and losses, and allow strategies to continuously iterate in practice.
For contract traders, thirty consecutive wins are a milestone and a new starting point. It proves the feasibility of 'stable strategy + strict risk control' and reveals the core logic of rational investment: the goal of trading is not to pursue extreme winning streaks, but to achieve long-term, sustainable profits. The market is always changing, and strategies need to be dynamically adjusted, but the reverence for risk and adherence to discipline must never waver. May every trader find their own rhythm in volatility, replace impulse with rationality, and use rules to protect profits, walking more steadily and further on the road of contract trading. $BTC $SOL
🔹【Market Trends】 · BTC/ETH experienced a rise and fall in the past 24 hours, with altcoins showing mixed performance. · U.S. stock market opening: Dow Jones +0.11%, S&P 500 +0.17%, Nasdaq +0.35%.
🔹【Hot Topics】 1️⃣ $ZEC significantly retraced to $463, approaching previous lows, with the privacy sector (such as $DASH) also under pressure. 2️⃣ The total market cap of stablecoins has rebounded above $305 billion, note: USDT is accelerating its application in traditional financial scenarios. 3️⃣ Tether has shut down its mining operations in Uruguay, having invested over $100 million. 4️⃣ Coinbase allegedly mistakenly tweeted "OpenSea public sale next week" (later deleted), with a screenshot showing a valuation of $3 billion and plans to raise $150 million. 5️⃣ Binance will undergo a system upgrade on December 1, 2025, supporting non-ASCII trading pair symbols such as Chinese, with related tokens like "Binance Life" and "Hakimi" experiencing a short-term surge.