Deep Correction, Weak Inflows — Are Holders Quietly Readying the Next Rally?
$BTC has spent nearly two months in a corrective phase, a 36% pullback from cycle highs. Historically, deep mid-cycle dips have triggered a flood of coins onto exchanges like Binance as investors rush to sell. But this time, the behavior is notably different.
Instead of panic inflows, Binance inflows remain unusually low and flat across all cryptocurrencies. This is a key shift:
High inflows often mean sellers are preparing to exit.
Low inflows imply that holders are choosing patience over panic.
Comparing past corrections underscores the change:
• April 2024 — BTC hit $73,800 — inflows spiked above 200 million coins
• December 2024 — BTC broke $100,000 — same surge pattern
Yet today, with a far deeper correction, inflows are five times lower and holding steady.
What does that tell us?
Fast money is gone. Long-term conviction remains. Investors aren't eager to sell. Instead, they're sitting through the decline, refusing to feed further downside.
This kind of calm behavior during a sharp correction has historically set the stage for bullish recovery once selling pressure is fully exhausted.
If the market holds key support levels, this could be remembered as one of the most constructive resets of the current cycle. $ETH $SOL #BTC #ETH #CryptoMarket
According to market data, $BTC has surged past the $91,000 mark and is now trading at $91,627, up 2.66% on the day. The move marks a strong rebound in bullish momentum as BTC continues to defend key support and push higher into the $90,000 range. #BTC #CryptoMarkets
Latest data from Coingecko shows the stablecoin Tether's USDT has hit a new all-time high in supply:
Total supply: 191,099,037,578 USDT
Circulating supply: 185,632,100,913 USDT
Market cap: $185.93B
Both supply and market capitalization are at historical peaks, a clear sign of expanding stablecoin liquidity across crypto markets. #Stablecoins #CryptoMarket $BTC $ETH
🟡 Michael Saylor Signals Another $BTC Batch — Watch for Official Disclosure Soon
Michael Saylor has just posted a fresh "Bitcoin Tracker" update on X, and history suggests his firm Strategy will follow up with new BTC accumulation data within 24 hours.
Given this pattern, expect a disclosure of updated holdings as early as next week. The community and markets may get a clearer read on how aggressive Strategy's accumulation currently is. #BTC
Liquidations Spike as Longs Get Squeezed, $245M Wiped Out in 24 hours
Data from CoinAnk shows that in the past 24 hours, $245 million worth of crypto futures positions were liquidated across the market and long traders took the heavy hit.
Breakdown:
Total liquidations: $245M
Long positions: $208M
Short positions: $36.70M
$BTC liquidations: $46.01M
$ETH liquidations: $83.42M
The imbalance highlights increased volatility and unwinding of leverage as Bitcoin and Ethereum continue their corrective moves. #BTC #ETH
Binance Futures Cool Off as BTC Holds the $88,000–$86,000 Defense Line
Bitcoin's slide from $89,600 to the low $89,000 range is happening amid cooling leverage, not rising fear, and that's exactly what bulls want to see during a pullback.
Derivatives Reset in Progress
Binance 12H OI turns negative: –0.18%, –0.24%, –0.53% and speculators are stepping away, reducing liquidation risk.
Funding resets sharply lower: –69%, –62%, –49%, –40%, as long as aggression evaporates; heat cools instead of flipping into panic.
Leverage Pulse Signals Stability
ST_ELR at 0.198, slightly below MA20 (0.205) with a negative z-score, implying that leverage vs. stablecoin reserves is normal and decompressing, not stressed.
Why This Matters
Binance futures flow drives global BTC sentiment. When OI, funding, and leverage all cool together into support:
✔ Traders are stepping off the gas — not shorting the floor
✔ Forced liquidation cascades become less likely
✔ Market structure has room to stabilize and rebuild
The Line in the Sand
If Bitcoin defends the $88,000–$86,000 zone, this clean reset increases the odds of a gradual trend recovery rather than a violent breakdown.
Bottom line:
This dip looks like cooling, not capitulation.
A calm derivatives market is often the foundation for the next move up. $ETH #BTC #CryptoMarket
Market Flash: Bitcoin has slipped below $88,000, extending its intraday pullback.
According to market data, BTC briefly fell below $88,000 before rallying. It is now trading at $88,751, but is still down 0.59% on the day as selling pressure continues to weigh on price momentum. #BTC #CryptoMarket
📉 Bitcoin Loses Trend Control — Structural Breakdown Confirmed
Binance market data reveals a critical turning point in Bitcoin's macro trend. After months of relentless bullish momentum, $BTC has shifted decisively into a downward structural phase:
• MSBI surges to 111, indicating elevated structural fragility.
• BTC trades near $89,000, down from highs above $120,000.
Bitcoin's recent price action is a little more than the average price drop; rather, it is an indication that the market's architecture has changed:
⛓️ New lower highs
⛓️ Deeper lows
⛓️ Bullish momentum exhausted
Large funds and whales appear to be rebalancing en masse, signaling a broad market repositioning. Historically, this type of breakdown precedes extended correction phases until a firm support base reforms.
🔍 Bottom line:
Buyers are no longer in control. Price discovery is now happening lower, and only strong support can restore balance. $ETH #BTC #CryptoMarket
SEC's Dec 15 Crypto Roundtable Could Reshape the Future of Crypto Privacy
SEC confirms December 15 roundtable on crypto privacy and surveillance. It brings together devs, advocates, and regulators. The fight over zk-privacy, mixers, and what's traceable is no longer academic. Outcome could reset the rules for privacy coins and DeFi. Context in a Nutshell The SEC's upcoming roundtable on financial surveillance and privacy is being billed as a reckoning. With privacy coins such as $ZEC and $DASH as well as mixers, and zk-protocols under legal heat, the outcomes could determine whether privacy-first crypto tools survive or become collateral damage in the war on illicit finance. What You Should Know The SEC has officially scheduled its "Crypto Task Force Roundtable on Financial Surveillance and Privacy" for December 15, 2025.The event brings together an array of voices: privacy-focused developers such as privacy-coin teams and zero-knowledge projects, civil-liberties advocates, legal scholars, and crypto industry stakeholders. The lineup indicates that the discussion will span regulation, compliance, and privacy architecture.The timing is no accident. The roundtable comes in the wake of major enforcement cases, including convictions or criminal charges related to mixing software, wallet privacy tools, and unlicensed money transmission. Those precedents raise the stakes for what the SEC and other U.S. regulators may accept or outlaw in privacy-related crypto infrastructure.The key, underlying question: Can privacy-preserving technologies like zero-knowledge proofs, shielded transactions, and privacy pools, among others, be reconciled with anti-money-laundering (AML) and surveillance standards, or will the SEC insist on maximal transparency through on-chain traceability and KYC/AML compliance? The roundtable may set the tone. Why This Matters This is not your average regulatory meeting. This roundtable could redefine what "privacy" even means in crypto. A ruling that bans or restricts privacy tools could severely shrink the ecosystem of shielded transactions, privacy-oriented coins, and decentralized identity. On the other hand, a tolerant or nuanced outcome could pave the way for "privacy-by-design" layers that survive regulation while preserving user sovereignty. December 15 might shape the next chapter of crypto privacy, not in courts or headlines, but in policy, code, and infrastructure. Holders, developers, and investors all should be watching. #crypto #zec #SEC #privacy #zkp $BTC
Hassett Predicts a "Golden Year" for the U.S. With a Few Key “Ifs”
Hassett told the media he expects 2026 could be "one of the golden years in American economic history," provided there is no unforeseen "black swan" shock.
He said he'd feel "disappointed" if growth in Q1–Q2 only hits 3%, suggesting the economy could easily grow by a full percentage point.
On monetary policy, Hassett has supported a near-term interest rate cut by the Federal Reserve, calling the moment "right" for a cautious reduction. $BTC $ETH #GlobalFinance
Harvard University currently holds more in $BTC ETFs than it does in Alphabet Inc. (Google) stock, at least among its publicly disclosed holdings.
✅ What is Known About Harvard's Bitcoin ETF Holdings
Harvard's endowment now holds 6.8 million shares of iShares Bitcoin Trust (IBIT), valued at roughly US$442.8 million as of September 30, 2025.
That position is reportedly the single largest publicly disclosed holding in the endowment.
📉 Why That Could Outstrip Their Google Holdings
In its latest filings, Harvard assigned Bitcoin ETF investment as its top U.S.-listed holding, leapfrogging traditional tech equities, including big names like Alphabet.
As institutional ETF stakes and public-equity allocations are disclosed, IBIT now appears ahead of Alphabet/Google in the ranking of Harvard's publicly listed investments.
⚠️ Context & Caveats
The comparison is based on publicly disclosed U.S.-listed equity holdings, not Harvard's entire endowment, which also includes private equity, real estate, and alternative investments that are not reflected in 13F/public-equity filings.
Holdings can fluctuate; valuations shift with the BTC price, and public equity holdings are only a slice of Harvard's total assets. #InstitutionalAdoption #CryptoETFMania $SOL
📉 Bitcoin Might Cool Off in December 2025 — And That’s Totally Normal, Says Bloomberg Analyst
Bloomberg ETF expert Eric Balchunas points out that Bitcoin’s recent pullback is simply giving back a slice of its 122% surge last year, a rally that beat every major asset by miles.
Even if 2025 ends flat or slightly negative, Balchunas argues $BTC it can still maintain long-term strength as long as it continues to average 50% annual gains.
Markets breathe. Stocks do it. Bitcoin does too.
Cooling off isn't collapse, it is just part of the cycle. $SOL #BTC #CryptoMarket
SEC Chair Envisions a Transition to Tokenization and On-chain Markets.
U.S. SEC Chair Paul Atkins said his agency is working to modernize U.S. markets via on-chain markets, tokenization, and digital-asset infrastructure, or Project Crypto.
He said the U.S. is "probably 10 years behind" in crypto development but pledged to help close that gap to avoid losing global leadership in digital finance.
The vision includes treating many crypto assets as non-securities, revising custody/trading rules, and enabling broader adoption of blockchain-based financial infrastructure. $BTC $BNB $SOL #crypto