Crypto speaks

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$BNB sepertinya ini berada dalam fase struktural bullish. Breakout melewati 880 lebih dari sekadar kebisingan — itu memicu minat yang lebih luas, sejalan dengan meningkatnya penggunaan jaringan, dan memicu tren naik yang nyata yang telah membuat BNB mencapai tingkat yang jauh lebih tinggi.

Jika pertumbuhan jaringan terus berlanjut, dinamika pasokan tetap menguntungkan, dan kondisi makro tetap mendukung — BNB bisa terus tren naik selama beberapa bulan ke depan.

Namun — seperti biasa — ini tetap merupakan aset yang volatil, jadi meskipun potensinya tinggi, sisi negatifnya tetap nyata.

Dampak Negatif Jangka Pendek
Tarif, terutama yang diumumkan oleh Presiden Trump pada 2025, telah memicu turbulensi pasar segera dalam kripto karena ketidakpastian yang meningkat dan penghindaran risiko. Investor sering menganggap cryptocurrency sebagai aset berisiko tinggi, yang mengarah pada penjualan saat ketegangan perdagangan global meningkat. Efek kunci meliputi:
Penurunan Harga dan Lonjakan Volatilitas: Pengumuman seperti tarif Februari 2025 pada Kanada dan Meksiko menyebabkan penurunan luas dalam kripto, dengan Bitcoin (BTC) turun tajam. Demikian pula, tarif "Hari Pembebasan" pada 2 April (dasar 10% untuk semua impor, hingga 34% untuk China) menyebabkan BTC jatuh 3,9% dan Ether (ETH) terjun 5,2% dalam satu hari.

Macroeconomic & Policy Events
.Federal Reserve Quantitative Tightening (QT) Ends (December 1, 2025): The Fed's shift from balance sheet reduction to neutrality could inject up to $95B in monthly liquidity, historically fueling risk assets like Bitcoin and altcoins. This aligns with dovish signals raising December rate-cut odds to 75–85%, potentially sparking a year-end rally if inflation data (e.g., today's PCE release) cooperates.
.FOMC Meeting & Rate Decision (December 10, 2025): A widely expected 25 bps cut could enhance crypto liquidity and risk appetite, echoing past cycles where Fed easing lifted BTC by 20–30% in the following month. Conversely, hawkish surprises might trigger deleveraging.
.SEC Roundtable on Crypto Privacy & Financial Surveillance (December 15, 2025): Following cases like Tornado Cash, this could clarify rules on privacy tools (e.g., Zcash, $XMR Monero), boosting sentiment for privacy coins if developer-friendly, or pressuring prices if enforcement tightens.
.EU MiCA Full Compliance Deadline (December 31, 2025): Crypto firms must fully adhere to Markets in Crypto-Assets regulations, potentially disrupting non-compliant services but stabilizing the $500B+ EU market long-term. Spain's transition could set precedents for broader adoption.
.U.S. Supreme Court Ruling on Tariffs (Expected December 2025 or January 2026): A decision against expansive Trump-era tariffs could be "extremely bullish" for risk assets, per analysts, by easing trade tensions and supporting global liquidity flows into crypto.
Protocol Upgrades & Launches
Ethereum Fusaka Upgrade (December 3, 2025): Introduces PeerDAS for cheaper validator costs and improved scalability, potentially reducing gas fees and enhancing ETH's DeFi utility. With ETH gas already hitting 60M pre-upgrade, this could drive 10–20% price appreciation if adoption surges.
Commune Mainnet Launch (November 28, 2025 – ongoing effects): The Black Friday rollout of this blockchain could spur activity in decentralized ecosystems, with ripple effects on related tokens if it gains traction in Web3 IP.
ETF & Institutional Developments
21Shares XRP ETF Launch (Expected December 1, 2025): Following SEC greenlight and NYSE listings for DOGE/XRP ETFs earlier this month, this could attract $666M+ in institutional inflows, mirroring Bitcoin ETF impacts and lifting XRP toward $1+ if volumes hit $1B daily.

Bitwise Avalanche (BAVA) ETF Approval Decision (Q1 2026, but S-1 amendments due soon): First U.S. spot ETF with staking yields (up to 70% of holdings, ~2–3% APY) could onboard institutions to AVAX, pushing prices higher amid PoS trends.

SEC Deadline for 91 Crypto ETF Applications (March 27, 2026): Includes altcoins like $SOL ,$LTC ; approvals could flood the market with $10B+ inflows, but delays might extend the current altcoin season hesitation.
Conferences & Industry Gatherings
CoinDesk Japan Event on Stablecoins & Digital Payments (December 10, 2025, Tokyo): Featuring Fireblocks, bitFlyer, and Circle, this could accelerate Japan's stablecoin adoption (already rising), influencing global USD-pegged assets like USDC.
Story Ecosystem Web3 IP Meetup (November 29, 2025, Kyiv): Offline event on intellectual property in Web3 may spark NFT/DeFi integrations, with niche impacts on content tokens.
These events cluster in December, amplifying interconnected risks—e.g., a dovish Fed could supercharge ETF launches. Monitor on-chain metrics like whale accumulation (8% BTC supply moved recently) for sentiment. Always DYOR; markets remain volatile post-November's $1T wipeout.
#USJobsData #TrumpTariffs #protocol #WriteToEarnUpgrade #ETFvsBTC

Sebuah likuidasi futures crypto senilai $101J pada bulan Oktober memicu penurunan harga Bitcoin sebesar 30%, menandai penjualan terbesar dalam sehari sejak 2022 di tengah arus keluar ETF dan ketidakpastian makroekonomi. - $3.5J dalam penebusan ETF bulan November dan $4.6J arus keluar stablecoin menyoroti pengetatan likuiditas, sementara trader yang menggunakan leverage menghadapi risiko volatilitas yang meningkat saat investor ritel mundur. - RUU struktur pasar crypto yang akan datang dari Senat AS dapat mendefinisikan kembali kejelasan regulasi, berpotensi menarik investasi institusional jika:

@Crypto speaks | November 27,2025
Flows suggest that that the probability of an extended drop has dropped, as well as that the latest upwards movement “may have removed short-term panic, but it has not resolved the deeper structural fragility still present in the market.”

$BTC Bitcoin (BTC) is currently in “a structurally fragile state,” trading within a tight range after breaking below key cost-basis levels. Onchain and offchain data both show that, until the price reclaims these levels and new inflows resume, the market will probably “stay in a low-conviction consolidation,” according to the latest report by the analytics platform Glassnode.
BTC has been trading below the short-term holder cost basis of some $104,600 since early October. Per the analysts, it’s now in a zone that shows the market’s lack of liquidity and demand.
Moreover, over the past weeks, the coin has been trading within the $81,000–$89,000 range. Notably, this resembles the Q1 2022 post-ATH interval, says Glassnode. Back then, the market weakened under fading demand.
Also similarly to Q1 2022, we’re seeing raised loss realization. This is typical of a declined market in need of liquidity. As momentum fades, investors exit at a loss.
Per Glassnode,
“$BTC Bitcoin is not in full capitulation but remains firmly in a low-liquidity, low-conviction environment. Until price reclaims major cost-basis levels and fresh demand returns, the market is likely to stay in a defensive consolidation phase.”

Meanwhile, short-dated downside flows are fading too. It suggests that the probability of an extended drop is smaller than it was during the recent downturn. “Sentiment has shifted from urgent protection to a more measured, cautious stance.”
However, flows on the upside suggest that the latest upwards movement “may have removed short-term panic, but it has not resolved the deeper structural fragility still present in the market.”
And speaking of sentiment, while the market has priced out the immediate crash risk, at least for now, there is a rising concern about an extended bearish path into 2026.
Overall, data signals that “short-term fear has cooled, even if the broader environment remains prone to sudden shifts.”
#BTCRebound90kNext? #BinanceHODLerAT #binance #Write2Earn #Bitcoin❗
$BTC

Crypto berbicara | 27 November 2025
Dalam dunia cryptocurrency yang terus berkembang, 72 jam terakhir telah memberikan serangkaian kemenangan regulasi yang dapat mendefinisikan kembali bagaimana negara dan institusi berinteraksi dengan aset digital. Dari negara bagian A.S. yang memperlakukan $BTC Bitcoin seperti emas hingga kerangka kerja internasional yang memperketat perlindungan sambil mendorong inovasi, perkembangan ini menunjukkan tanda-tanda industri yang matang siap untuk integrasi arus utama. Di tengah volatilitas harga Bitcoin—berada di antara $87,000 dan $91,000—kemenangan ini menekankan pergeseran untuk melihat crypto bukan sebagai eksperimen pinggiran, tetapi sebagai alat ekonomi strategis. Mari kita uraikan sorotan-sorotan, menjelajahi mekanisme, dampak, dan buzz yang mereka hasilkan.

Meskipun tidak memiliki nilai intrinsik, memecoin telah menciptakan banyak jutawan baru di antara para investor kripto.
Seorang trader cryptocurrency dilaporkan telah mengubah investasi $27 di memecoin Pepe menjadi keuntungan luar biasa sebesar $52 juta, menurut perusahaan analitik blockchain Lookonchain.

Seorang trader PEPE yang tidak dikenal meraih keuntungan yang mengubah hidup, ungkap perusahaan intelijen kripto Lookonchain dalam sebuah posting X pada 14 Desember.
“Sebuah $PEPE ikan paus yang telah tidur selama 600 hari mentransfer semua 2,1T $PEPE ($52M) ke alamat baru... Dari $27 menjadi $52 juta — pengembalian luar biasa sebesar 1.900.000x!”

Menurut data yang diberikan oleh Eric Balchunas, salah satu analis ETF terkemuka, ETF Bitcoin spot yang berbasis di AS kini telah melampaui Satoshi Nakamoto sebagai pemegang utama cryptocurrency terbesar.

Setelah pembaruan terbaru, produk-produk ini memegang total 1.104 juta BTC. Sebagai perbandingan, kepemilikan Bitcoin Satoshi diperkirakan mencapai 1,1 juta. Blachunas menggambarkan tonggak sejarah ini sebagai "menakjubkan," mencatat bahwa produk-produk ini diluncurkan kurang dari setahun yang lalu.
IBIT milik BlackRock kini telah melampaui $50 miliar dalam total aset, secara substansial mengungguli ETF lainnya. Seperti yang dilaporkan oleh U.Today, Balchunas telah memprediksi bahwa IBIT bisa menjadi pemegang Bitcoin terbesar satu-satunya pada tahun 2025. Raksasa cryptocurrency Binance, firma intelijen bisnis MicroStrategy, dan pemerintah AS juga termasuk di antara lima pemegang Bitcoin terbesar.