📉Market Sentiment: Fear (26) | BTC hovering around $92k 1️⃣📊Market Trend BTC fluctuates between $92,000 and $93,000, while ETH bounces near $3,300. The overall market is in a recovery phase after 'extreme fear', with the AI sector (FET, WLD) leading the gains, and risk appetite for funds seems to be rising globally.
2️⃣🎮GameStop Gamble Volatility The financial report of 'retail investor base' GameStop (GME) has sparked heated discussions. The company invested $500 million in Bitcoin this spring, and although there are paper profits currently, the volatility during Q3 has caused its financial data to resemble a roller coaster, leading to polarized opinions in the financial circle.
12.09 Cryptocurrency Daily | Wall Street is still asleep, but the designated drivers in Chengdu have already woken up in Abu Dhabi.
1️⃣ 【Federal Reserve Eve】 Tomorrow's FOMC meeting (12/10) is about to start, and the whole network is betting on whether Powell will give that 25 basis points of sweetness. The market is currently experiencing reduced volume and oscillation, and everyone is waiting for the starting gun. Remember: do not make predictions, only respond.
2️⃣ 【BTC 90k Defense Battle】 Bitcoin almost dropped below 89k yesterday, but then it made a V-shaped recovery and stood back above 90k. This wave is called 'One Day Empty Trap'; how many brothers didn't get washed out? 🙋♂️
3️⃣ 【Ethereum Fusaka Upgrade】 Don't ask why ETH is still hovering around $3100, the 'Fusaka' (Fulu + Osaka) upgrade has actually already been implemented. Although the price hasn't taken off, the L2 fee rate has decreased, which is real. Vitalik is not in a hurry; it's the eunuchs who are anxious.
The Binance sister expressed her feelings to the community, that '1011 incident' (the big plunge on October 11) is the darkest moment in her heart. She sleeps only 2 hours a day, feeling like the sky is about to collapse.
Black Review: Even the strongest sister almost broke down, those brothers who were liquidated that day, you should not be ashamed. Respect.
🎤 2. Dogecoin's 12th birthday
Unknowingly, the once 'joke coin' DOGE is already 12 years old. Although the price has softened a bit during this big birthday, as the originator of memes, its status remains unchanged.
Black Review: Flowing golden dogs, solid Doge. After 12 years, it's a cycle, is your dog still in the car?
Next week's macro outlook: The highly controversial interest rate cut from the Federal Reserve is approaching, and gold enters a mode of great volatility.
As U.S. economic data such as the "small non-farm" and PCE broadly supports expectations for the Federal Reserve's interest rate cut next week, Wall Street's panic comes and goes swiftly, and investors return to low volatility, high confidence bets on risk assets. The Federal Reserve's interest rate decision will be the focus next week, following recent weak U.S. employment data, with the market widely expecting the Fed to cut rates. Here are the key points the market will focus on in the new week:
Tuesday 0:00, U.S. November New York Fed 1-year inflation expectations;
Tuesday 23:00, U.S. October JOLTs job openings;
Wednesday 3:00, the Federal Reserve FOMC releases the interest rate decision and economic projections summary; 3:30, Federal Reserve Chairman Powell holds a monetary policy press conference;
Thursday 21:30, U.S. initial jobless claims for the week ending December 6, U.S. September trade balance;
Friday 1:00, the Federal Reserve releases data on the financial health of U.S. households in the 2025 Q3 flow of funds report;
Friday 21:00, 2026 FOMC voting member, Philadelphia Fed President Harker speaks on economic outlook; 21:30, 2026 FOMC voting member, Cleveland Fed President Mester speaks;
Friday 23:35, Chicago Fed President Goolsbee participates in a dialogue with the host before the 39th Annual Economic Outlook Symposium of the Chicago Fed.
The Federal Reserve's dot plot from September suggests two interest rate cuts in 2026. In contrast, the current market anticipates 63 basis points of easing in 2026, indicating a greater likelihood of bets on three rate cuts next year.
Cryptoblack Daily Flow: 12/7 Is this wave in the crypto circle a crisis or an opportunity?
👇 【December 7th Crypto Circle Top 10 Hotspots Overview】 👇 1️⃣ BTC Key Level Defense Battle 🛡️ The big coin is currently around $89,500, and the whole network is watching if it can hold. Once it drops, the next support level is bottomless. Hold your spot, be cautious with contracts! 2️⃣ ETH Bears are shivering 🐻⚡ Data speaks: If ETH breaks $3,100, mainstream CEX will have $565 million in short positions liquidated! Has the bulls' rally horn been sounded? 📈 3️⃣ Hyperliquid's "U.S. Stock Vest" (PURR) 🏦 Attention Alpha! The newly listed "Hyperliquid Strategies" (code PURR) on NASDAQ is actually a treasury company holding HYPE tokens. TradFi funds are starting to sneak in, this operation is a bit cheeky! 👀
1️⃣ Is BTC a 'Golden Pit' or a 'Burial Pit'? 📉 BTC is wildly testing between $89k and $93k. Influencers in the Chinese-speaking community are arguing: one side is shouting 'Buy the Dip' and to go all in, while the other side says it needs to drop below 85k. JPMorgan has come out with a call, saying they are optimistic about reaching $170k next year. Who to listen to? Listen to yourself, don’t be a contract gambler.
2️⃣ MicroStrategy's 'Sunshine Strategy' 🐳 Everyone is afraid that Michael Saylor will crash the market, but he has turned around and raised another $1.4 billion in cash reserves. What does this mean? It tells you: 'I have money, no need to sell coins to pay debts.' As long as his stock price/coin price premium remains stable, this is the biggest reassurance.
#比特币vs代币化黄金 1. Core Event: Century Debate (CZ vs Peter Schiff) Background: Just at the recently concluded Dubai Binance Blockchain Week, Binance founder CZ and the famous 'gold bug' Peter Schiff held a debate titled 'Gold vs. Bitcoin'. Clash of Opinions: Peter Schiff (Gold Proponent): Insists that gold has thousands of years of historical consensus and physical properties, believing that Bitcoin has no intrinsic value and will ultimately go to zero. CZ (Bitcoin Proponent): Emphasizes Bitcoin's portability, divisibility, and censorship resistance, asserting that data doesn't lie—Bitcoin's returns over the past decade have far outperformed gold. Dramatic Moment: At the end of the debate, CZ surprisingly invited Schiff to issue 'tokenized gold' on Binance, and Schiff surprisingly did not refuse. This was interpreted as 'gold must eventually embrace blockchain'. 2. Data Hard Facts (as of 2025.12.5) Market Value Comparison: Gold: Approximately $22 Trillion. Still the king of global assets. Bitcoin: Approximately $2.2 Trillion. Currently about 10% of gold's market value. Tokenized Gold (RWA Gold): Approximately $3.5 Billion. Although it has risen rapidly (tripling this year), its scale is still very small. Price Performance: BTC: Hovering in the $100,000 - $120,000 range (high volatility). Gold: Surpassing $4,000/oz (steadily rising). Conclusion: Both are rising this year, breaking the 'seesaw' effect (i.e., funds are no longer choosing one over the other, but are buying both). 3. Institutional Trends BlackRock: Their digital asset head Tony Ashraf recently hinted that 'tokenization' is the focus of the next phase. This means Wall Street is not only buying BTC but also wants to bring gold onto the chain (RWA). Trend: Previously it was 'buy gold for safety', now it is 'buy BTC for wealth, buy tokenized gold for income.'
December 5, 2025 Summary of the Top 10 Hot Events in the Cryptocurrency World
December 5, 2025 Summary of the Top 10 Hot Events in the Cryptocurrency World
ETH "Fusaka" Upgrade Implementation, Vitalik Issues a Call
Event: Ethereum mainnet has completed the "Fusaka" upgrade (including PeerDAS functionality), aimed at significantly reducing L2 costs. Vitalik publicly praised this as a milestone of "scaling without degradation."
Black Review: Has Ethereum finally stopped being a "noble chain"? The L2 battle escalates, focusing on the cost changes of Arbitrum and Optimism, while ETH price remains firm above $3,150, and the exchange rate shows signs of rising.
The entire network experienced liquidations of $320 million, with many armies suffering heavy losses.
Event: Influenced by last night's U.S. stock market and macro data, BTC briefly dropped below $92,000, leading to over 100,000 liquidations within 24 hours across the network, totaling approximately $320 million.
Crypto KOL Exposé 🤡 Last night, South Korea imposed martial law, revealing a group of photo editors 📸 People without KYC in the country use this to prove they're gods 🇰🇷 Deleting tweets faster than the market, changing between bearish and bullish at will 📉 As long as you have thick enough skin, you can make enough from membership fees 💰 XRP's pump resurrects all the old zombies 🧟♂️ Brother Sun is enjoying it, TRX is indeed hot 🔥 Liang Xi was once again forcibly liquidated, the script has been played hundreds of times 🎬 Only the brick-moving brothers are stuck in Seoul, tears forming a river 😭 In this circle, there are too few truths and too many tricks. Just watch the show, don't take it seriously! 👊 #Crypto #KOL #Drama #XRP #LiangXi
📅 2025.12.04 Crypto Market Review: Regulatory Shift, Old Trees Blooming 🧵
🔥 Market and Macro
The SEC welcomes a 'familiar face', Paul Atkins has been nominated by Trump as the crypto-friendly candidate to take over as SEC Chairman. The Gensler era has come to a complete end, and the market expects a shift in regulation from 'enforcement' to 'support'. This is the biggest fundamental positive today, directly igniting the long-established tokens led by XRP.
BTC ignores the bad news; it firmly stands at $97,000. The panic selling caused by last night's Korean martial law (BTC briefly dropped below $90k) was quickly digested. Institutional funds seized the opportunity to accumulate, and BTC rapidly regained lost ground, standing above $97k, just a step away from the $100,000 mark. This proves that in a bull market, 'sharp declines are just giving away money'.
Putin openly supports Bitcoin Putin publicly stated at the Moscow Investment Forum: 'No one can ban Bitcoin', calling it an effective substitute for the dollar. The endorsement from a major world leader adds geopolitical backing to Bitcoin's 'digital gold' status.
🌏 Chinese & Asian Focus
Korean 'Martial Law' farce and Brick Moving Myth Last night, South Korean President Yoon Suk-yeol's '6-hour martial law' led to an epic crash on Upbit, with BTC/KRW even experiencing severe negative premiums. Although the farce has ended, this wave of 'picking up blood tickets' has made many in the Chinese-speaking area wealthy overnight.
Justin Sun and TRX reach new historical highs In recent days, Justin Sun not only caught the political spotlight but TRX has also performed remarkably, approaching its historical peak. He shouted on Twitter 'TRX $20', and while it sounds like a fairy tale, assets from the Tron ecosystem (TRX, BTT, SUN) are indeed attracting funds.
Hong Kong Concepts and Capital Repatriation With fluctuations in the RMB exchange rate and A-share volatility, some funds are flowing back into the crypto market through USDT premiums. Although it is not as lively as in Korea, the purchasing power of the Chinese-speaking community is quietly recovering.
🚀 Sector Rotation
The resurrection of 'Old Mainstream' (Dino Coins) affected by the SEC's leadership change led to a collective uprising of the long-suppressed 'old securities coins'. XRP led the rise, with ADA, ALGO, EOS, and other old coins from 2017/2021 following suit. The logic of funds is simple: regulatory easing = value reassessment.
📅 2025.12.03 What is the crypto community talking about? Cryptoblack helps you understand these 10 major events 🧵 1️⃣ BTC Deep V Reversal: The big coin rebounded strongly to $93k after testing $90k without breaking. Leverage has been cleared, making it easier to drive the market, while the bears became fuel.🔥 2️⃣ Domestic Regulatory FUD Resurfaces: Although this is an old topic, the news of the "13 departments conducting strict inspections" has caused some panic in the OTC community, leading to negative premiums in USDT. Be cautious with withdrawals and avoid dealing with dirty money.💸 3️⃣ SUI is Crazy: SUI chain's low-quality projects are flooding in, with trading volume nearing SOL. The narrative around public chains is rotating, and now it is the most attractive option for funding, so don’t go against the trend.🌊 4️⃣ ETH Exchange Rate Warms Up: After being criticized for an entire year, Ethereum finally shows signs of "catching up". Expectations for the Prague upgrade are in place, and whales are starting to bottom-fish ETH/BTC exchange rates.💎 5️⃣ Meme Zoo Riot: PEPE leads the charge, with penguin PENGU following. Funds are coming out of the PvP trades from the past few days, still believing that established IPs are the most stable.🐸 6️⃣ Hyperliquid (HYPE) Off-market Heat: As the most anticipated DEX of the year, off-market prices have been driven extremely high, and airdrop hunters are waiting for this big opportunity, so watch for volatility after listing.🥩 7️⃣ South Korea is at it again: South Korea has set a deadline to strictly regulate stablecoins, which may affect kimchi premiums, so the brick-moving crowd should be aware of the risks.🇰🇷 8️⃣ MicroStrategy Continues to Accumulate: Brother Saylor is late but has arrived, issuing bonds to buy coins. This is what is called a clear signal from the whale; as long as he keeps buying, the bull market BGM will not stop.🐂 9️⃣ XRP is Skyrocketing: Old Ripple has recently been associated with rumors of ETFs and stablecoins, making the market quite volatile. Be careful with contracts, as they can easily result in double explosions.🕯️ 🔟 Big Transfer by Brother Sun: On-chain monitoring has detected that Brother Sun's address has seen a large amount of USDT entering the exchange. Is it bottom fishing or dumping? It’s likely to earn interest, but precautions should be taken.🤡 👉 Summary: The market has stabilized, and the spark of the altcoin season is still alive in SUI and Meme. Don’t panic, hold onto the core chips! #BTC #SUI #Crypto #Web3
🔥 The Macro BTC 'Deep V' Reversal, Both Long and Short Explode Bitcoin rebounded strongly to the $92,000 - $94,000 range today after breaking below $86,000 on Monday. This roller coaster market has cleaned out nearly $1 billion in leverage, once again proving how quickly bulls can fall, and it's also a time to test faith. Ethereum (ETH) Narrative Returns As BTC stabilizes, discussions about the ETH 'Prague Upgrade' (Pectra) have reignited. The community is starting to bet on whether ETH can outperform the market in the upcoming trend, with strong expectations for a catch-up rally. Global 'Risk-On' Sentiment Warms Up U.S. and Asian stock markets have stabilized, boosting sentiment in the crypto market. Although macro data (such as expectations for Federal Reserve rate cuts) still poses interference, there is a clear increase in risk appetite for funds as the year-end performance push approaches. 🇨🇳 Chinese Community Focus SUI Ecosystem Explodes The public chain SUI performed brilliantly today, with trading volume surging by 84%, becoming a gathering place for Alpha funds. The community is chanting 'SUI is the new SOL,' and the dog tokens and DeFi projects within its ecosystem are booming. 🐸 Memes & Trends Classic Meme 'Second Spring': PEPE & SPX6900 During the market rebound, funds have prioritized returning to well-liquidated classic memes. PEPE and SPX6900 (SPX) led the gains, once again proving the iron law of 'the strong get stronger' in memes. Pudgy Penguins and Its Token PENGU Strong Performance The PENGU token has recently shown strong performance, which is directly related to the good sales of Pudgy Penguins physical toys and the brand's breakout, representing a successful case of the 'NFT IP + Meme' model. AI Sector's Heat Unabated: Anthropic IPO Rumors Although it’s traditional tech news, AI giant Anthropic has been rumored to have an IPO as early as 2026, indirectly stimulating hype in the crypto AI sector (such as FET, RENDER, etc.). ⚠️ Drama & Risks Eric Trump's Crypto Project Plummets The stock price/token associated with Eric Trump, a member of the Trump family, has plummeted for 'American Bitcoin Corp.' Celebrity tokens have once again played out the 'harvesting' scenario, with the community mocking and reminding everyone to stay alert to 'strong庄' trading.
The ruling party of South Korea has issued an ultimatum to financial regulators regarding the stalled stablecoin legislation.
The ruling party has urged financial regulators to accelerate the legislative process related to the domestic stablecoin market.
According to a report by the Daily Economic News on Monday, the ruling party has notified the Financial Services Commission (FSC) of South Korea, requesting that they submit a government proposal for stablecoin regulation by December 10, explicitly stating this as the "final demand."
The report noted that Kang Jun-hyeon, a member of the National Assembly and a ruling party official in the National Assembly's Financial Services Committee, stated: "If the government fails to submit a proposal by the deadline, I will push this matter through a proposal from the committee's member level."
The report pointed out that Kang Jun-hyeon mentioned the ruling party plans to introduce the bill during the current session of the National Assembly and aims for it to be passed by January next year.
Sources: Hassett Nearly Secures Next Federal Reserve Chair
According to the Wall Street Journal, sources reveal that the selection process for the Federal Reserve Chair is still ongoing, but Trump has almost locked in his longtime advisor, current Chairman of the Council of Economic Advisers Kevin Hassett. Hassett is clearly leading among the final five candidates due to his high loyalty to Trump and recognition in the market.
Matrixport: The BTC balance on exchanges continues to decline, and its bullish signals are weakening.
Matrixport's daily chart analysis states that Bitcoin's balance on exchanges is still declining. Historically, the balance on exchanges has mostly shown an inverse relationship with prices: when the balance decreases, it often corresponds to a bullish environment; when the balance rebounds, it usually occurs in a bearish phase. From the overlay of the two curves, a noticeable divergence in their trends has emerged in this cycle.
As institutional participants continue to increase, more and more trading has shifted to over-the-counter (OTC) transactions. This trend indicates that institutional funds are gradually becoming dominant, and the structure of the Bitcoin market is also undergoing adjustments and evolution.
Compared to previous cycles, this round of market activity is significantly characterized by a lack of retail trading, with price movements more driven by the inflow and outflow of institutional funds.
Grayscale predicts Bitcoin will reach a new high in 2026, questioning the 'four-year cycle theory'
Grayscale Research stated that Bitcoin is expected to reach an all-time high in 2026, a view that counters concerns that 'Bitcoin is entering a prolonged period of deep decline.'
In a report released on Monday, Grayscale Capital pointed out that Bitcoin may not necessarily follow the so-called 'four-year cycle' — a widely held belief that Bitcoin prices peak every four years (synchronized with its halving cycle) and then experience significant corrections.
Grayscale Capital analysts stated: 'Although there is uncertainty in the outlook, we believe that the 'four-year cycle theory' will ultimately be proven wrong, and Bitcoin prices are expected to reach new highs next year.'
According to The Block's price page, since the beginning of October, Bitcoin has been in a state of fluctuation, and as of most of November, its price has decreased by 32% from its peak. On Monday, Bitcoin's price briefly touched $84,000 before rebounding. As of 2:20 AM Eastern Time on Tuesday, the price had risen back to $86,909.
Grayscale Capital noted that, based on historical data, long-term investors may achieve returns by holding assets during volatility, but in the process, they often have to 'endure pullbacks that can sometimes be quite challenging.' The agency added that during bull markets, pullbacks of 25% or more are quite common, and such pullbacks do not necessarily indicate the start of a long-term downtrend.
Current market theme: Bitcoin is repeatedly testing key resistance levels at a high position, and market sentiment is caught between 'can still rise' and 'needs to correct'. This kind of market is the most exhausting, but it is often the night before a trend change. Today's mainstream coin operation guide (12/2): 🔸 $BTC (Core strategy: Hold & defend) If you have low-priced chips, the best operation now is to 'not operate', don't easily exit. If you want to increase your position, don't FOMO chase high leverage at this level. Patiently wait for a decisive breakthrough at the hourly level, or a retest of key support levels (be patient with limit orders) before gradually entering. 🔹 $ETH (Core strategy: Ambush rotation) Bitcoin's sideways movement is an opportunity for Ethereum. Pay attention to the ETH/BTC exchange rate; if it starts to strengthen, it indicates that funds are ready to switch battlefields. Now is an excellent time to ambush Ethereum and its leading L2 after the Cancun upgrade with a great risk-reward ratio. 💡 Reminder: In the second half of the bull market, increased volatility is the norm. Futures traders must reduce leverage, and spot traders should hold core assets. Don't fall for fake outs, and don't get caught in pinning. #Bitcoin #ETH #Cryptocurrency #交易策略
🔥 $ARIAIP airdrop is here! 10% of total supply is directly distributed, 5% for friends (Season1), 5% reserved for future (Season2) The first wave gives 3% to the Aria family, 2% to Story $IP holders, unlocked on TGE day, no empty promises!
📸 Starting from 10.21, the official will be taking snapshots, Season2 gameplay will be announced later… (Advice: keep your hands steady, hold your wallet tight)
——— 🎵 What is Aria? It tokenizes “IP” on the Story blockchain, fragmenting celebrity song copyrights and putting them on-chain Before, only industry big shots could play, now you and I can also “hold a segment of BTS’s chorus” (Truly using tokens to be a shareholder in the record company)
💡 The underlying chain Story is built for IP, equipped with rights confirmation + compliant monetization Aria is building on it—tokenizing Justin Bieber, BLACKPINK, Maroon5… More than 90 hit songs have been put on-chain, Spotify playlists are all organized for you (Earning royalties while listening to songs, this is a win)
💰 Just debuted last December, and in January the first round of deposit pool was emptied in 9 minutes with $7 million Acquired partial copyrights of over 50 songs including Bieber and Selena, estimated annual return of 5-8% The second round was also filled up, total deposits exceeded $10 million, over 4000 wallets participated (Foreigners are also going crazy)
🚀 In June, the first IPRWA token $APL was launched, staking can earn music revenue Recently collaborated with institutions to launch Aria PRIME, aiming to tokenize $100 million of K-POP assets (Korean wave is coming, prepare your wallets)
📌 Brief Review: The on-chain IP track is still early, Aria has seized the opportunity, backed by investments from big players like Polychain $ARIAIP as ecological fuel, airdrop is a courtesy, the ability of the ecosystem to perform later is key (Experienced investors understand: early participation, hold and observe)
🌐 Official website: app.ariaprotocol.xyz 🐦 Twitter: @Aria_Protocol 📄 Translate the documents yourself, don’t be a freeloader