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Solana ETF‑related investment flows are under pressure: SOL‑linked ETFs recently experienced their largest‑ever outflow — about US$13.55 million — raising concerns about weakening institutional demand for $SOL
On-chain analysts and technical traders are closely watching a potential support zone around US$124 for SOL.
At the same time, some in the market remain bullish if macro conditions turn favorable — with a narrative that a shift in global liquidity (following the end of tight monetary policy by the Federal Reserve) could give SOL room to rebound toward US$200.
💹 Price & Market Context
SOL has been trading in a relatively narrow range lately — around US$130–140.

The price drift seems to reflect a balance between cautious sentiment (following the ETF outflows and uncertainty) and speculative interest (on possible rebound scenario).

Some technical indicators suggest $SOL is at a critical “decision area”: a breakdown below support could bring further downward risk, while a bounce could trigger renewed momentum toward higher targets.

📉 Risks & Challenges
The large ETF outflow highlights waning institutional interest — that could keep pressure on price unless inflows return.

On‑chain and ecosystem risks remain a concern: recent broader commentary on crypto infrastructure (in this cycle) has raised questions over network and DeFi‑model stability for high‑velocity blockchains — which could weigh on sentiment for SOL and similar networks.

Short‑term volatility remains elevated: if selling pressure increases, $SOL may test lower support levels around US$124 or even below.

🔭 What to Watch in Coming Days
Will institutional money re‑enter Solana or will ETF outflows continue? Activity from ETFs and large funds will likely influence mid‑term price direction.

Whether SOL can hold the $124–$130 support zone — a bounce could open technical room for a rally; a breakdown could lead to deeper drops.


Macro conditions — especially global liquidity and broader risk‑asset sentiment (e.g. after central‑bank moves) — which could sway investor interest in altcoins like SOL.

Developments within the Solana ecosystem: growth in DeFi, dApps, or network upgrades could improve long-term confidence.

$BNB is trading around $895 – $904 at the moment (depending on exchange), up slightly in the last 24 hours.Binance+2Binance+2

Market‑cap and liquidity remain solid, reflecting ongoing interest in BNB as a major token on the BNB Chain.
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🔎 What’s New & Key Developments
According to recent analysis, BNB — along with Chainlink (LINK) — is among the “top altcoins to buy” as we head into December, signaling renewed investor interest.
CoinCentral

That said: some technical‑analysis reports warn the current rebound in BNB lacks strong bullish volume — which raises the risk of a deeper correction, possibly toward ~$800 if resistance holds.
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🚧 Risks & What to Watch
The rebound might be vulnerable: without strong momentum and volume, $BNB could struggle to break higher — and may slide if broader market sentiment turns.
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On‑chain metrics for BNB Chain suggest some weakening: although overall activity remains, total value locked (TVL) and DeFi usage have reportedly declined — which could weigh on long‑term confidence.CoinGecko

🎯 Outlook & Scenarios for December – Early 2026
Bullish case: If $BNB holds above roughly $880–$900, some analysts see a possible push toward $1,000–$1,200 over the coming weeks — especially if broader crypto sentiment improves.
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Cautious case: Without strong volume or favorable macro conditions, BNB may stay range‑bound or retrace — possibly revisiting support levels near $800–$820.

According to recent data, $ETH held on centralized exchanges has dropped to a record low — this sharp decline in supply on exchanges is sparking speculation about a potential supply squeeze, which could support price upside.
Cryptonews
A major “whale” wallet (known as pension-usdt.eth) has opened a large leveraged long position — buying 20,000 $ETH (≈ USD 60.9 million) at around $3,040.92. This move is seen as a bullish bet on a rebound, especially with expectations around the upcoming Fusaka upgrade.
blockchainreporter

📈 Price & Market Context
ETH is currently trading just above $3,100, after a rebound from early‑December dips that briefly tested around $2,800.
Trading News
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Some analysts suggest that ETH is forming a consolidation base around the $3,100 area — which could serve as a launching point for a potential upward move if bullish conditions return.
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According to a fresh technical‑analysis view, if $ETH can stay above $3,000, bulls may aim to push toward $3,900 by end of 2025 — though a failure to hold that floor could expose support near $2,800.
The Coin Republic
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The Motley Fool
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🧠 What This Means — Sentiment, Risk & What to Watch
The drop in ETH supply on exchanges suggests many holders are not selling — possibly staking, holding long‑term, or awaiting better conditions. That supply scarcity could tighten bid‑side pressure if demand returns.
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The leveraged long from pension‑usdt.eth may reflect confidence among institutional/whale investors — a signal that “smart money” expects a rebound, which may influence sentiment among smaller investors as well.
blockchainreporter
On the flip side: the price remains somewhat fragile. The consolidation base around $3,100 is helpful — but failure to hold it could lead to downward pressure toward support zones around $2,800–$2,950.
The Coin Republic
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Trading News
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⚠️ Key Uncertainties & What Could Shift the Trend
The broader macroeconomic environment — especially expectations around interest rate decisions globally — remains a major factor. If risk sentiment worsens, crypto including ETH could suffer.

The success and market reception of the upcoming Fusaka upgrade — if it delivers anticipated improvements, it could reinvigorate demand; if delayed or bumpy, it could dampen optimism.

Supply/demand dynamics: even with lower exchange supply, if long‑term holders decide to sell or shift out, pressure could return.

📉 Market & Price Action
$BTC is trading just below $90,000, fluctuating roughly between $88,990 and $89,473 in recent hours.
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u.today
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On the larger scale, the overall crypto market cap is near $3.04‑3.05 trillion, with a slight daily dip.
Binance
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Trading volume has taken a significant hit: November saw a 21% crash in spot trading volume for Bitcoin. That drop in volume is a concern for some investors about short-term momentum.
TradingView
🔮 Outlook & Analyst Forecasts
According to JPMorgan, Bitcoin could rise to $170,000 within the next 6–12 months — using a model that compares $BTC potential to how gold acts as a store of value.
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Some technical‑analysis firms see a potential rebound toward $100,000, especially if upcoming macroeconomic events (like expected interest‑rate cuts) support risk assets.
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🔄 Market Dynamics: Risk, Sentiment & Liquidity
The recent volatility is being described by some traders as “engineered liquidity collection” — suggesting that large holders (“whales”) might be driving price swings to trigger liquidations and shake out weaker hands.
BeInCrypto
Meanwhile, with trading volume down drastically, liquidity risk is becoming a topic of concern — which can amplify volatility or trigger sharper price swings if major orders hit the market.
TradingView
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🇺🇸 Regulatory & Institutional Drivers
The chair of U.S. Securities and Exchange Commission (SEC) recently stated that the entire U.S. financial market could — within a few years — transition onto blockchain-based systems. This type of regulatory optimism is being seen as a long‑term positive for Bitcoin and crypto broadly.
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Growing institutional interest remains — including via ETFs and other vehicles — which continues to influence long-term confidence in Bitcoin as a store-of-value or alternative asset class.
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✅ What to Watch Tonight / This Week
Whether BTC can break above $90,000 again — that’s a psychological as well as technical level.
Reaction to anticipated macro moves (especially potential interest‑rate cuts) which could fuel a rebound.
Trading volume and liquidity signals — critically important when volatility is being influenced by large holders.
Institutional flows: ETF inflows or outflows, and any major announcements by big holders could sway sentiment significantly.