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BITCOIN’S 4-YEAR CYCLE ISN’T DEAD — IT’S PLAYING OUT EXACTLY ON TIME.
Zoom out, ignore the noise, and look at the roadmap Bitcoin has followed for over a decade.
The long-term chart gives one of the cleanest signals in crypto:
Cycle Peak Timing:
→ 2012
→ 2017
→ 2021
→ 2025 loading…
Every top has landed roughly 1,420–1,450 days apart — almost like clockwork.
And after every peak, one brutal truth repeats:
2012 top → -79% crash
2017 top → -81% crash
2021 top → -75% crash
Same structure. Same timing. Same macro psychology.
So when people say “This time is different,” the chart says:
No — this time is the same. And the next major peak is lining up for 2025.
If history repeats, we’re entering the final acceleration phase.
Stay focused. Stay strategic.
The real move hasn’t even started yet.
#CYCLE
Zoom out, ignore the noise, and look at the roadmap Bitcoin has followed for over a decade.
The long-term chart gives one of the cleanest signals in crypto:
Cycle Peak Timing:
→ 2012
→ 2017
→ 2021
→ 2025 loading…
Every top has landed roughly 1,420–1,450 days apart — almost like clockwork.
And after every peak, one brutal truth repeats:
2012 top → -79% crash
2017 top → -81% crash
2021 top → -75% crash
Same structure. Same timing. Same macro psychology.
So when people say “This time is different,” the chart says:
No — this time is the same. And the next major peak is lining up for 2025.
If history repeats, we’re entering the final acceleration phase.
Stay focused. Stay strategic.
The real move hasn’t even started yet.
#CYCLE
PINNED
Yesterday in Dubai, Peter Schiff walked on stage holding a gold bar.
CZ asked him one simple question: “Is it real?”
Schiff replied: “I don’t know.”
The London Bullion Market Association later confirmed what gold experts already know. There is only one way to verify gold with 100 percent certainty: melt it.
Verification requires destruction.
Bitcoin does not.
It self-verifies in seconds. No experts. No labs. No trust.
A public ledger secured by math, instantly checkable by 300 million people from anywhere in the world.
For 5,000 years, gold’s monetary premium came from scarcity.
But scarcity means nothing if authenticity cannot be proven.
The numbers most people never mention:
Five to ten percent of the global physical gold market is tied to counterfeit gold.
Every vault, every bar, every transfer relies on trusting someone.
Bitcoin requires trusting no one.
Gold’s market cap of 29 trillion dollars is built on “Trust me.”
Bitcoin’s 1.8 trillion is built on “Verify it yourself.”
This is not a battle between speculation and stability.
It is a full inversion of verification costs in the 21st century.
When the leading voice of the gold camp cannot verify the bar in his own hand, the argument writes itself.
Physical assets that cannot prove themselves will lose their monetary premium to digital assets that can prove themselves every 10 minutes, every block, forever.
The question is no longer “Is Bitcoin real money?”
The real question is: “Was gold ever verifiable money in the first place?”
#BinanceBlockchainWeek #BTCVSGOLD
CZ asked him one simple question: “Is it real?”
Schiff replied: “I don’t know.”
The London Bullion Market Association later confirmed what gold experts already know. There is only one way to verify gold with 100 percent certainty: melt it.
Verification requires destruction.
Bitcoin does not.
It self-verifies in seconds. No experts. No labs. No trust.
A public ledger secured by math, instantly checkable by 300 million people from anywhere in the world.
For 5,000 years, gold’s monetary premium came from scarcity.
But scarcity means nothing if authenticity cannot be proven.
The numbers most people never mention:
Five to ten percent of the global physical gold market is tied to counterfeit gold.
Every vault, every bar, every transfer relies on trusting someone.
Bitcoin requires trusting no one.
Gold’s market cap of 29 trillion dollars is built on “Trust me.”
Bitcoin’s 1.8 trillion is built on “Verify it yourself.”
This is not a battle between speculation and stability.
It is a full inversion of verification costs in the 21st century.
When the leading voice of the gold camp cannot verify the bar in his own hand, the argument writes itself.
Physical assets that cannot prove themselves will lose their monetary premium to digital assets that can prove themselves every 10 minutes, every block, forever.
The question is no longer “Is Bitcoin real money?”
The real question is: “Was gold ever verifiable money in the first place?”
#BinanceBlockchainWeek #BTCVSGOLD
$LINK Analysis
Chainlink (LINK) is currently trading around $13.64 and has been oscillating between its moving averages over the past few days, indicating a balance between supply and demand.
This period of range-bound price action is likely to be followed by a volatility expansion. If price breaks out and closes above the 50-day SMA at $14.71, it would signal that bulls have gained the upper hand over bears. In that scenario, the LINK/USDT pair could rally toward $19.06.
On the downside, a sharp move below the 20-day EMA at $13.84 would suggest that bears remain in control. If this occurs, Chainlink’s price could slide toward the strong support zone around $10.94, where buying interest is expected to emerge.
Chainlink (LINK) is currently trading around $13.64 and has been oscillating between its moving averages over the past few days, indicating a balance between supply and demand.
This period of range-bound price action is likely to be followed by a volatility expansion. If price breaks out and closes above the 50-day SMA at $14.71, it would signal that bulls have gained the upper hand over bears. In that scenario, the LINK/USDT pair could rally toward $19.06.
On the downside, a sharp move below the 20-day EMA at $13.84 would suggest that bears remain in control. If this occurs, Chainlink’s price could slide toward the strong support zone around $10.94, where buying interest is expected to emerge.
$ETH Analysis : Ethereum (ETH) Weakens Despite Aggressive Whale Accumulation
Ethereum (ETH) extended its corrective move on Saturday, slipping nearly 3% and breaking below the key $3,100 support level, even as on-chain data shows sustained accumulation from whales and long-term holding addresses.
According to CryptoQuant, Ethereum is undergoing one of its strongest accumulation phases in recent years. In November alone, accumulation addresses added a net 3.24 million ETH — the largest monthly inflow recorded since early 2025. These addresses, typically defined as wallets with no history of selling activity and often associated with new entrants, have continued buying into December, absorbing more than 1.6 million ETH so far.
This aggressive accumulation coincided with a sharp 45% drawdown in ETH, which fell from its October 7 high of $4,755 to a November 21 low of $2,623. The move highlights a clear “buy-the-dip” strategy, particularly as price approached the realized cost basis of accumulation addresses. Notably, this level has repeatedly acted as a strong support zone throughout 2025, triggering rebounds on November 21 and December 1.
The same cost basis region also aligns closely with the average entry price of whales holding between 10,000 and 100,000 ETH. This cohort added approximately 1.4 million ETH in November alone. After a brief distribution phase last week, whales quickly resumed accumulation, purchasing an additional 480,000 ETH between Sunday and Thursday — reinforcing confidence among large holders.
From a technical perspective, ETH has stalled at the 50-day EMA and lost the $3,100 level, while $139.2 million in leveraged positions were liquidated over the past 24 hours, with long positions accounting for the majority. If selling pressure persists and ETH fails to defend the rising trendline from December 2 or the $2,850 support, a deeper pullback toward $2,380 could materialize. Momentum indicators such as RSI and Stochastic Oscillator are also rolling over toward neutral territory, signaling growing downside risk.
Ethereum (ETH) extended its corrective move on Saturday, slipping nearly 3% and breaking below the key $3,100 support level, even as on-chain data shows sustained accumulation from whales and long-term holding addresses.
According to CryptoQuant, Ethereum is undergoing one of its strongest accumulation phases in recent years. In November alone, accumulation addresses added a net 3.24 million ETH — the largest monthly inflow recorded since early 2025. These addresses, typically defined as wallets with no history of selling activity and often associated with new entrants, have continued buying into December, absorbing more than 1.6 million ETH so far.
This aggressive accumulation coincided with a sharp 45% drawdown in ETH, which fell from its October 7 high of $4,755 to a November 21 low of $2,623. The move highlights a clear “buy-the-dip” strategy, particularly as price approached the realized cost basis of accumulation addresses. Notably, this level has repeatedly acted as a strong support zone throughout 2025, triggering rebounds on November 21 and December 1.
The same cost basis region also aligns closely with the average entry price of whales holding between 10,000 and 100,000 ETH. This cohort added approximately 1.4 million ETH in November alone. After a brief distribution phase last week, whales quickly resumed accumulation, purchasing an additional 480,000 ETH between Sunday and Thursday — reinforcing confidence among large holders.
From a technical perspective, ETH has stalled at the 50-day EMA and lost the $3,100 level, while $139.2 million in leveraged positions were liquidated over the past 24 hours, with long positions accounting for the majority. If selling pressure persists and ETH fails to defend the rising trendline from December 2 or the $2,850 support, a deeper pullback toward $2,380 could materialize. Momentum indicators such as RSI and Stochastic Oscillator are also rolling over toward neutral territory, signaling growing downside risk.
Binance plans to tokenize up to $2 billion worth of bonds, Treasury bills, and commodity reserves in Pakistan, according to Reuters. The initiative is part of Pakistan’s broader push to leverage blockchain technology to boost liquidity, attract foreign investment, and establish a regulatory framework for digital assets.
Pakistan’s Ministry of Finance said the project could pave the way for tokenizing additional state-owned real-world assets and distributing them on blockchain platforms. The announcement follows remarks from Pakistan Virtual Assets Regulatory Authority (VARA) chair Bilal Bin Saqib, who recently outlined plans to accelerate crypto adoption, support Bitcoin mining, and launch a national stablecoin.
The move reflects a global trend, as countries such as the UAE, Japan, and several EU members expand crypto licensing regimes. Binance CEO Changpeng Zhao called the deal a positive signal for both Pakistan and the global blockchain industry.
Pakistan’s Ministry of Finance said the project could pave the way for tokenizing additional state-owned real-world assets and distributing them on blockchain platforms. The announcement follows remarks from Pakistan Virtual Assets Regulatory Authority (VARA) chair Bilal Bin Saqib, who recently outlined plans to accelerate crypto adoption, support Bitcoin mining, and launch a national stablecoin.
The move reflects a global trend, as countries such as the UAE, Japan, and several EU members expand crypto licensing regimes. Binance CEO Changpeng Zhao called the deal a positive signal for both Pakistan and the global blockchain industry.
Backed and Chainlink launch xBridge to transfer tokenized shares between Solana and Ethereum.
Backed Finance has unveiled xBridge, a new cross-chain bridge that enables tokenized equities to move seamlessly between blockchains while preserving their full economic properties, including stock splits, dividend payments, and other corporate actions. The product was announced at Solana Breakpoint and developed in collaboration with Chainlink.
According to Backed, xBridge allows users to transfer xStocks between Ethereum and Solana while ensuring they continue to accurately mirror the behavior of their real-world underlying assets. Each xStock is backed 1:1 by traditional equities or ETFs and is designed to reflect the entire asset lifecycle.
xBridge leverages Chainlink’s Cross-Chain Interoperability Protocol (CCIP) to maintain consistency across chains. While implementation differs between Ethereum and Solana, token balances remain correctly adjusted after corporate events.
Backed Finance has unveiled xBridge, a new cross-chain bridge that enables tokenized equities to move seamlessly between blockchains while preserving their full economic properties, including stock splits, dividend payments, and other corporate actions. The product was announced at Solana Breakpoint and developed in collaboration with Chainlink.
According to Backed, xBridge allows users to transfer xStocks between Ethereum and Solana while ensuring they continue to accurately mirror the behavior of their real-world underlying assets. Each xStock is backed 1:1 by traditional equities or ETFs and is designed to reflect the entire asset lifecycle.
xBridge leverages Chainlink’s Cross-Chain Interoperability Protocol (CCIP) to maintain consistency across chains. While implementation differs between Ethereum and Solana, token balances remain correctly adjusted after corporate events.
$DOGE Analysis
Dogecoin (DOGE) turned lower from the 20-day exponential moving average (EMA) at $0.14 on Wednesday, indicating that bears are selling into every minor rebound. If the price continues to decline and posts a daily close below the $0.13 support, it would confirm the start of a new bearish leg. In that scenario, the DOGE/USDT pair could slide toward the October 10 low near $0.10, where buying interest is likely to emerge.
The first sign of strength would be a breakout and close above the 20-day EMA, suggesting that bulls are defending the $0.14 level aggressively. If that happens, Dogecoin could rally toward the 50-day simple moving average (SMA) at $0.16, followed by the next resistance at $0.19.
Dogecoin (DOGE) turned lower from the 20-day exponential moving average (EMA) at $0.14 on Wednesday, indicating that bears are selling into every minor rebound. If the price continues to decline and posts a daily close below the $0.13 support, it would confirm the start of a new bearish leg. In that scenario, the DOGE/USDT pair could slide toward the October 10 low near $0.10, where buying interest is likely to emerge.
The first sign of strength would be a breakout and close above the 20-day EMA, suggesting that bulls are defending the $0.14 level aggressively. If that happens, Dogecoin could rally toward the 50-day simple moving average (SMA) at $0.16, followed by the next resistance at $0.19.
$SOL Analysis
The long lower wick on Thursday’s Solana (SOL) candlestick suggests that bulls are aggressively defending the $126 support zone. However, to signal a potential short-term trend reversal, buyers must push SOL above the 50-day simple moving average (SMA) at $152. If this breakout occurs, the SOL/USDT pair could rally toward $172 and then extend gains to the $190 level.
On the downside, a breakdown and daily close below $126 would confirm a continuation of the downtrend. In that case, SOL could slide sharply toward $100, followed by the strong support area near $95.
The long lower wick on Thursday’s Solana (SOL) candlestick suggests that bulls are aggressively defending the $126 support zone. However, to signal a potential short-term trend reversal, buyers must push SOL above the 50-day simple moving average (SMA) at $152. If this breakout occurs, the SOL/USDT pair could rally toward $172 and then extend gains to the $190 level.
On the downside, a breakdown and daily close below $126 would confirm a continuation of the downtrend. In that case, SOL could slide sharply toward $100, followed by the strong support area near $95.
$XRP quick analysis
XRP remains trapped within a descending channel pattern, indicating that bears continue to dominate the broader trend.
For bullish momentum to emerge, buyers must push XRP above the 50-day simple moving average (SMA) at $2.25. If that level is reclaimed, the XRP/USDT pair could advance toward the descending trendline, a key technical area to watch. A daily close above this trendline would confirm that bulls have regained control.
On the downside, bears need to drag the price below the $1.98 support to trigger another leg lower toward the channel support, followed by the critical level at $1.61.
XRP remains trapped within a descending channel pattern, indicating that bears continue to dominate the broader trend.
For bullish momentum to emerge, buyers must push XRP above the 50-day simple moving average (SMA) at $2.25. If that level is reclaimed, the XRP/USDT pair could advance toward the descending trendline, a key technical area to watch. A daily close above this trendline would confirm that bulls have regained control.
On the downside, bears need to drag the price below the $1.98 support to trigger another leg lower toward the channel support, followed by the critical level at $1.61.
$BNB Analysis
BNB has been trading around the 20-day exponential moving average (EMA) at $892 over the past few days, indicating a state of equilibrium between buyers and sellers.
A flat 20-day EMA combined with the RSI hovering just below the neutral level suggests that price action may remain range-bound between $791 and $1,020 in the near term.
For the next leg lower to unfold, bears would need to push BNB below the $791 support. If that level gives way, the BNB/USDT pair could slide toward $730. On the upside, a daily close above $1,020 would signal that the corrective phase may be complete, opening the path for a rally toward $1,182, which is likely to act as a strong resistance zone.
BNB has been trading around the 20-day exponential moving average (EMA) at $892 over the past few days, indicating a state of equilibrium between buyers and sellers.
A flat 20-day EMA combined with the RSI hovering just below the neutral level suggests that price action may remain range-bound between $791 and $1,020 in the near term.
For the next leg lower to unfold, bears would need to push BNB below the $791 support. If that level gives way, the BNB/USDT pair could slide toward $730. On the upside, a daily close above $1,020 would signal that the corrective phase may be complete, opening the path for a rally toward $1,182, which is likely to act as a strong resistance zone.
$ETH quick Analysis :
Ether (ETH) turned lower from the $3,350 level on Thursday, with bears attempting to keep the price below the 20-day exponential moving average (EMA) at $3,125. If sellers succeed, it would signal that bears are selling into every relief rally. In that scenario, ETH could decline toward $2,907, followed by the next support at $2,716. The ETH/USDT pair would likely resume its broader downtrend if it posts a daily close below $2,623.
On the upside, a strong rebound from current levels and a decisive break above the $3,350 resistance would indicate the start of a new uptrend. If that bullish breakout materializes, the pair could rally toward $3,918, with the next upside target near $4,250.
Ether (ETH) turned lower from the $3,350 level on Thursday, with bears attempting to keep the price below the 20-day exponential moving average (EMA) at $3,125. If sellers succeed, it would signal that bears are selling into every relief rally. In that scenario, ETH could decline toward $2,907, followed by the next support at $2,716. The ETH/USDT pair would likely resume its broader downtrend if it posts a daily close below $2,623.
On the upside, a strong rebound from current levels and a decisive break above the $3,350 resistance would indicate the start of a new uptrend. If that bullish breakout materializes, the pair could rally toward $3,918, with the next upside target near $4,250.
$BTC quick Analysis :
Bitcoin’s recovery attempt is facing strong resistance near the 50% Fibonacci retracement level at $94,050, indicating that bears remain active at higher price zones. On the downside, immediate support is located at $87,700, followed by a key level at $84,000. A decisive break below $84,000 would open the door for a retest of the November 21 low near $80,600.
For bullish momentum to strengthen, buyers need to push BTC above the $94,050 resistance. If successful, the BTC/USDT pair could extend its advance toward the 50-day simple moving average (SMA) at $97,411.
However, the upside is expected to face heavy selling pressure in the zone between the 50-day SMA and the psychological $100,000 level. A daily close above $100,000 would confirm that bulls have regained control and re-entered the market with conviction.
Bitcoin’s recovery attempt is facing strong resistance near the 50% Fibonacci retracement level at $94,050, indicating that bears remain active at higher price zones. On the downside, immediate support is located at $87,700, followed by a key level at $84,000. A decisive break below $84,000 would open the door for a retest of the November 21 low near $80,600.
For bullish momentum to strengthen, buyers need to push BTC above the $94,050 resistance. If successful, the BTC/USDT pair could extend its advance toward the 50-day simple moving average (SMA) at $97,411.
However, the upside is expected to face heavy selling pressure in the zone between the 50-day SMA and the psychological $100,000 level. A daily close above $100,000 would confirm that bulls have regained control and re-entered the market with conviction.
$HBAR Analysis : What Does the Accumulation of 3.4 Billion HBAR by Whales Signal?
HBAR price action has remained largely range-bound after a sharp 29% decline over the past month and is still down roughly 6% on a weekly basis. While short-term momentum appears weak, on-chain and technical signals point to a more nuanced picture. Retail demand continues to fade, yet large holders have aggressively accumulated HBAR over the past two days, raising questions about whether a local bottom may be forming despite muted price performance.
HBAR is currently trading within a falling wedge pattern, which is typically considered a bullish structure as selling pressure gradually weakens. However, a bearish divergence has emerged inside this pattern. Between December 7 and 11, HBAR formed higher price lows while On-Balance Volume (OBV) printed lower lows, suggesting that exchange-based buying interest remains insufficient to sustain a breakout. This divergence reflects weak retail participation rather than outright distribution.
In contrast, whale behavior tells a different story. Wallets holding at least 10 million HBAR increased sharply, while addresses with over 100 million HBAR nearly doubled within 48 hours. At a minimum threshold, whales accumulated approximately 3.42 billion HBAR, worth over $445 million at current prices. Because OBV only tracks exchange volume, large off-exchange or custody transfers linked to whale accumulation may not be fully captured.
Meanwhile, a recurring bullish RSI divergence has resurfaced. From mid-October to early December, HBAR made lower price lows while RSI formed higher lows, a classic signal often preceding trend reversals. Similar setups previously led to double-digit rebounds, though they stalled at resistance.
For confirmation, HBAR must secure a daily close above $0.159. A breakout would shift momentum decisively bullish, validating whale accumulation as a catalyst rather than a background signal.
HBAR price action has remained largely range-bound after a sharp 29% decline over the past month and is still down roughly 6% on a weekly basis. While short-term momentum appears weak, on-chain and technical signals point to a more nuanced picture. Retail demand continues to fade, yet large holders have aggressively accumulated HBAR over the past two days, raising questions about whether a local bottom may be forming despite muted price performance.
HBAR is currently trading within a falling wedge pattern, which is typically considered a bullish structure as selling pressure gradually weakens. However, a bearish divergence has emerged inside this pattern. Between December 7 and 11, HBAR formed higher price lows while On-Balance Volume (OBV) printed lower lows, suggesting that exchange-based buying interest remains insufficient to sustain a breakout. This divergence reflects weak retail participation rather than outright distribution.
In contrast, whale behavior tells a different story. Wallets holding at least 10 million HBAR increased sharply, while addresses with over 100 million HBAR nearly doubled within 48 hours. At a minimum threshold, whales accumulated approximately 3.42 billion HBAR, worth over $445 million at current prices. Because OBV only tracks exchange volume, large off-exchange or custody transfers linked to whale accumulation may not be fully captured.
Meanwhile, a recurring bullish RSI divergence has resurfaced. From mid-October to early December, HBAR made lower price lows while RSI formed higher lows, a classic signal often preceding trend reversals. Similar setups previously led to double-digit rebounds, though they stalled at resistance.
For confirmation, HBAR must secure a daily close above $0.159. A breakout would shift momentum decisively bullish, validating whale accumulation as a catalyst rather than a background signal.
Phantom Partners With Kalshi to Bring Regulated Prediction Markets On-Chain
Phantom has teamed up with regulated prediction exchange Kalshi to integrate event-based trading directly into its wallet. The new Phantom Prediction Markets feature lets users browse events, view odds, and trade tokenized positions tied to Kalshi’s regulated markets across politics, economics, sports, and culture without leaving the app.
The partnership comes as major crypto platforms ramp up efforts to enter the US prediction market space. Gemini’s Titan recently gained CFTC approval to offer event contracts, boosting related equities, while Coinbase is reportedly developing a competing product.
However, regulatory pressure remains high. Connecticut authorities recently issued cease-and-desist orders to several platforms, prompting Kalshi to seek and obtain temporary federal court protection.
Phantom has teamed up with regulated prediction exchange Kalshi to integrate event-based trading directly into its wallet. The new Phantom Prediction Markets feature lets users browse events, view odds, and trade tokenized positions tied to Kalshi’s regulated markets across politics, economics, sports, and culture without leaving the app.
The partnership comes as major crypto platforms ramp up efforts to enter the US prediction market space. Gemini’s Titan recently gained CFTC approval to offer event contracts, boosting related equities, while Coinbase is reportedly developing a competing product.
However, regulatory pressure remains high. Connecticut authorities recently issued cease-and-desist orders to several platforms, prompting Kalshi to seek and obtain temporary federal court protection.
$SOL Update: SOL Struggles as Solana TVL Declines and Memecoin Demand Cools
Solana’s native token, SOL, has failed to reclaim the $145 level for nearly four weeks, reflecting weakening on-chain activity and fading demand across decentralized applications. A sharp contraction in user engagement has weighed on SOL’s near-term outlook, as capital continues to rotate out of Solana’s DeFi ecosystem.
TVL on Solana has dropped by more than $10 billion from its September peak, signaling a faster-than-expected pullback in user participation. Since reaching a record $15 billion TVL, deposits into Solana-based smart contracts have steadily declined, increasing the circulating supply of SOL available for trading. At the same time, weekly DApp revenue has fallen to roughly $26 million, down from $37 million just two months ago, underscoring the slowdown in economic activity.
The cooldown in memecoin speculation has been a key drag. Following the October 10 market shock, trader appetite for high-risk assets deteriorated sharply, exposing leverage imbalances and thin liquidity across smaller altcoins. Memecoins had previously acted as a major catalyst for Solana, especially after the launch of Official Trump (TRUMP) in January, which helped push Solana DEX volumes to over $313 billion in that month alone. However, DEX activity has since plunged by 67%, contributing to weaker DApp revenues.
Despite these headwinds, Solana’s relative performance remains resilient. Network fees declined 21% over the past 30 days, a smaller drop than seen on Ethereum and BNB Chain, while
transaction counts on Solana actually rose 6%. Derivatives data, however, shows subdued bullish leverage, with funding rates hovering near the lower end of neutral.
Looking ahead, ecosystem upgrades such as Firedancer’s mainnet launch and Kamino’s expanding product suite could help restore confidence. Still, whether SOL can regain the $190 level remains uncertain, as structural improvements alone may not be enough to reignite a sustained bullish trend.
Solana’s native token, SOL, has failed to reclaim the $145 level for nearly four weeks, reflecting weakening on-chain activity and fading demand across decentralized applications. A sharp contraction in user engagement has weighed on SOL’s near-term outlook, as capital continues to rotate out of Solana’s DeFi ecosystem.
TVL on Solana has dropped by more than $10 billion from its September peak, signaling a faster-than-expected pullback in user participation. Since reaching a record $15 billion TVL, deposits into Solana-based smart contracts have steadily declined, increasing the circulating supply of SOL available for trading. At the same time, weekly DApp revenue has fallen to roughly $26 million, down from $37 million just two months ago, underscoring the slowdown in economic activity.
The cooldown in memecoin speculation has been a key drag. Following the October 10 market shock, trader appetite for high-risk assets deteriorated sharply, exposing leverage imbalances and thin liquidity across smaller altcoins. Memecoins had previously acted as a major catalyst for Solana, especially after the launch of Official Trump (TRUMP) in January, which helped push Solana DEX volumes to over $313 billion in that month alone. However, DEX activity has since plunged by 67%, contributing to weaker DApp revenues.
Despite these headwinds, Solana’s relative performance remains resilient. Network fees declined 21% over the past 30 days, a smaller drop than seen on Ethereum and BNB Chain, while
transaction counts on Solana actually rose 6%. Derivatives data, however, shows subdued bullish leverage, with funding rates hovering near the lower end of neutral.
Looking ahead, ecosystem upgrades such as Firedancer’s mainnet launch and Kamino’s expanding product suite could help restore confidence. Still, whether SOL can regain the $190 level remains uncertain, as structural improvements alone may not be enough to reignite a sustained bullish trend.
From the breakout of AI agents in 2024 to the year of real utility and the year of decentralized AI in 2025,
Crypto x AI has been through a lot of change
- DeFAI emerged as the New Defi, gradually changing the way we invest and interact on-chain
- AI agents rose, fell, and rose again with middleware and standards that can shape how agentic economies work
- Decentralized AI emerged as the backbone infrastructure supporting the next wave of Crypto x AI innovations
- Prediction x AI became one of the most interesting vertical off the back of prediction markets rapid growth
Old narratives died, some became extinct, some transformed into a newer & better version of themselves, 2025 is full of great strides in Crypto x AI
Open-source models changed the paradigm of builders (Web2 and Web3 alike), giving them capital-efficient & performance-efficient options to deploy AI products.
Decentralized or distributed setup enables builders to access much cheaper (while highly performant) compute, inference, and other resources (talents, capital).
Gone is the day where Crypto x AI is vaporware, we're entering the days where Crypto x AI will be a key vertical that shape how resources are coordinate and value are distributed across the world.
2026 will be the year of Crypto x AI
Crypto x AI has been through a lot of change
- DeFAI emerged as the New Defi, gradually changing the way we invest and interact on-chain
- AI agents rose, fell, and rose again with middleware and standards that can shape how agentic economies work
- Decentralized AI emerged as the backbone infrastructure supporting the next wave of Crypto x AI innovations
- Prediction x AI became one of the most interesting vertical off the back of prediction markets rapid growth
Old narratives died, some became extinct, some transformed into a newer & better version of themselves, 2025 is full of great strides in Crypto x AI
Open-source models changed the paradigm of builders (Web2 and Web3 alike), giving them capital-efficient & performance-efficient options to deploy AI products.
Decentralized or distributed setup enables builders to access much cheaper (while highly performant) compute, inference, and other resources (talents, capital).
Gone is the day where Crypto x AI is vaporware, we're entering the days where Crypto x AI will be a key vertical that shape how resources are coordinate and value are distributed across the world.
2026 will be the year of Crypto x AI
Tether is seeking to raise up to $20 billion, valuing the company at approximately $500 billion.
According to Bloomberg, Tether is seeking to raise up to 20 billion dollars through an equity sale, which would value the company at around 500 billion dollars. To ensure liquidity for investors after the deal, Tether is considering options such as share buybacks or tokenizing its equity to provide an exit route for shareholders.
Sources say Tether previously intervened to prevent certain existing shareholders from selling their stakes at a steep discount, a move that would have valued the company at only around 280 billion dollars. This was done to avoid a sharp drop in valuation and to protect the interests of remaining investors.
If successful, this large-scale fundraising round would make Tether one of the highest-valued companies in the crypto industry and signal its ambition to expand far beyond its core business of issuing the USDT stablecoin.
According to Bloomberg, Tether is seeking to raise up to 20 billion dollars through an equity sale, which would value the company at around 500 billion dollars. To ensure liquidity for investors after the deal, Tether is considering options such as share buybacks or tokenizing its equity to provide an exit route for shareholders.
Sources say Tether previously intervened to prevent certain existing shareholders from selling their stakes at a steep discount, a move that would have valued the company at only around 280 billion dollars. This was done to avoid a sharp drop in valuation and to protect the interests of remaining investors.
If successful, this large-scale fundraising round would make Tether one of the highest-valued companies in the crypto industry and signal its ambition to expand far beyond its core business of issuing the USDT stablecoin.
Three altcoins could benefit after the SEC allows DTCC to offer tokenization services.
The SEC’s approval for DTCC to begin tokenizing regulated assets marks one of the most significant steps toward merging TradFi and DeFi. Under a three-year no-action framework, DTCC’s subsidiary DTC will issue digital tokens representing select traditional securities with full ownership rights and investor protections. The pilot will initially focus on highly liquid assets such as Russell 1000 equities, major index ETFs and US Treasuries, with production rollout expected in late 2026.
Although DTCC has not disclosed which chains will support the tokenization environment, the market is already positioning around three high-probability beneficiaries. Ethereum remains the leading candidate. It hosts more than 12 billion dollars in tokenized RWAs, representing over 66 percent of the sector, and has been used in prior DTCC pilots. Its security, developer base and institutional tooling make ETH a frontrunner to capture liquidity and fee flow from tokenized securities.
Chainlink is another strong contender thanks to its oracle infrastructure, cross-chain interoperability and proof-of-reserve framework, all of which align with DTCC’s requirements for data integrity and controlled environments. Chainlink has an established collaboration track record with DTCC and major financial institutions, strengthening its strategic positioning.
Ondo Finance could also benefit as the current leader in tokenized public equities with more than 50 percent market share. Its recent regulatory clearance from the SEC removes a major overhang and supports expanded institutional adoption.
As DTCC’s initiative progresses, ETH, LINK and ONDO stand to gain from increased liquidity, deeper TradFi integration and a structural rise in demand for compliant on-chain assets.
The SEC’s approval for DTCC to begin tokenizing regulated assets marks one of the most significant steps toward merging TradFi and DeFi. Under a three-year no-action framework, DTCC’s subsidiary DTC will issue digital tokens representing select traditional securities with full ownership rights and investor protections. The pilot will initially focus on highly liquid assets such as Russell 1000 equities, major index ETFs and US Treasuries, with production rollout expected in late 2026.
Although DTCC has not disclosed which chains will support the tokenization environment, the market is already positioning around three high-probability beneficiaries. Ethereum remains the leading candidate. It hosts more than 12 billion dollars in tokenized RWAs, representing over 66 percent of the sector, and has been used in prior DTCC pilots. Its security, developer base and institutional tooling make ETH a frontrunner to capture liquidity and fee flow from tokenized securities.
Chainlink is another strong contender thanks to its oracle infrastructure, cross-chain interoperability and proof-of-reserve framework, all of which align with DTCC’s requirements for data integrity and controlled environments. Chainlink has an established collaboration track record with DTCC and major financial institutions, strengthening its strategic positioning.
Ondo Finance could also benefit as the current leader in tokenized public equities with more than 50 percent market share. Its recent regulatory clearance from the SEC removes a major overhang and supports expanded institutional adoption.
As DTCC’s initiative progresses, ETH, LINK and ONDO stand to gain from increased liquidity, deeper TradFi integration and a structural rise in demand for compliant on-chain assets.
Solana’s sharp 27 percent year-to-date decline has raised a difficult question for traders and long-term holders: is the SOL FOMO cycle finally breaking, or is the market simply resetting before the next narrative leg? Market sentiment across crypto has deteriorated through Q4 as total capitalization continues to contract, reviving debates about whether digital assets remain driven mostly by speculation. Among the majors, Solana stands out as the weakest performer, marking its worst year since 2022 while peers like BNB post double-digit gains.
On-chain data reflects clear stress. Realized Profit and Loss has fallen deep into negative territory, signaling capitulation as investors sell at a loss. Many sidelined participants now prefer to wait for clearer accumulation signals rather than chase volatility. Yet beneath the weak technical structure, Solana’s ecosystem is expanding in a way that supports a renewed FOMO narrative. Roughly 80 percent of its new partnerships are centered around real-world asset tokenization, positioning the network as one of the most active RWA hubs in the industry.
Tokenized gold from Bhutan, a 500 million dollar institutional fund from Keel, and Ondo’s upcoming tokenized liquidity products all highlight growing institutional confidence. Network activity is rising as well, with new addresses surpassing 6.5 million and recent inflows from large holders.
Despite short-term bearish pressure, Solana is transitioning from a speculative trade to a utility-driven ecosystem. This shift could be the catalyst that reactivates investor appetite and extends SOL’s long-term adoption curve.
On-chain data reflects clear stress. Realized Profit and Loss has fallen deep into negative territory, signaling capitulation as investors sell at a loss. Many sidelined participants now prefer to wait for clearer accumulation signals rather than chase volatility. Yet beneath the weak technical structure, Solana’s ecosystem is expanding in a way that supports a renewed FOMO narrative. Roughly 80 percent of its new partnerships are centered around real-world asset tokenization, positioning the network as one of the most active RWA hubs in the industry.
Tokenized gold from Bhutan, a 500 million dollar institutional fund from Keel, and Ondo’s upcoming tokenized liquidity products all highlight growing institutional confidence. Network activity is rising as well, with new addresses surpassing 6.5 million and recent inflows from large holders.
Despite short-term bearish pressure, Solana is transitioning from a speculative trade to a utility-driven ecosystem. This shift could be the catalyst that reactivates investor appetite and extends SOL’s long-term adoption curve.
BTC Analysis : $85B in Bitcoin losses pile up – Can BTC reclaim $94K?
With the broader crypto market on edge, Bitcoin [BTC] has struggled to maintain an upward momentum. In fact, Bitcoin has hovered between $89k and $94k for nearly a week, reflecting a market at a decision point.
Amid this market slowdown, unrealized losses have soared across the market.
Bitcoin’s unrealized loss hit $85B
With BTC and the broader crypto market holding below historical peaks for a prolonged period, losses have jumped significantly.
According to Glassnode, unrealized losses across the crypto ecosystem have surged to $350 billion.
This sharp uptick suggests that most crypto assets are facing heavy selling pressure. Among them, Bitcoin stands out, leading with $85 billion in unrealized losses.
This implies that most short-term holders and some long-term holders are now sitting on losses. Usually, increased unrealized losses pose a risk of market collapse if panic hits, leading to sell-offs.
Whale takes $5M loss!
As unrealized losses mount, some investors, particularly whales, have begun closing their positions.
Bitcoin has reflected this shift with a noticeable spike in exchange activity. The Fund Flow Ratio has climbed steadily from 0.06 to 0.106, signaling a rise in BTC deposits into exchanges.
Source: CryptoQuant
According to Lookonchain, a whale deposited 2,000 BTC, worth $180.33 million, into Binance.
On the 4th and 5th of December, this whale address received 5,000 BTC from Matrixport, valued at $463.55 million for $92,710.
After selling, Arkham data shows the address still holds 3,000 BTC worth $277.61 million. As a result, the whale has incurred roughly $5 million in losses from the deposit.
With the whale choosing to realize losses, it shows a loss of confidence in the market after a week, as they fear further losses.
BTC at crossroads, which way?
Bitcoin’s struggles persisted as investors, especially whales, turned to sell even at a loss. However, demand has shown early signs of recovery.
In fact, Exchange Netflows have remained negative for five consecutive days and turned positive only once in the past seven days.
At press time, Netflow stood at -2.2k, showing that withdrawals outweighed deposits, a clear signal of accumulation.
With demand recovering, BTC crossed above the short‑term EMA20 near $91,769, marking a shift toward bullish short‑term momentum.
However, the broader trend remains bearish. BTC is still trading below the 50, 100, and 200 EMAs. Adding to this, the Directional Movement Index fell from 20 to 17, underscoring strong bearish momentum in the longer term.
Therefore, if the short-term momentum shift holds, giving buyers a pathway, Bitcoin could reclaim $94k and target EMA50 at $96476.
Conversely, if the attempt fails, it will drop below EMA20 and breach $90k, support once again.
Amid this market slowdown, unrealized losses have soared across the market.
Bitcoin’s unrealized loss hit $85B
With BTC and the broader crypto market holding below historical peaks for a prolonged period, losses have jumped significantly.
According to Glassnode, unrealized losses across the crypto ecosystem have surged to $350 billion.
This sharp uptick suggests that most crypto assets are facing heavy selling pressure. Among them, Bitcoin stands out, leading with $85 billion in unrealized losses.
This implies that most short-term holders and some long-term holders are now sitting on losses. Usually, increased unrealized losses pose a risk of market collapse if panic hits, leading to sell-offs.
Whale takes $5M loss!
As unrealized losses mount, some investors, particularly whales, have begun closing their positions.
Bitcoin has reflected this shift with a noticeable spike in exchange activity. The Fund Flow Ratio has climbed steadily from 0.06 to 0.106, signaling a rise in BTC deposits into exchanges.
Source: CryptoQuant
According to Lookonchain, a whale deposited 2,000 BTC, worth $180.33 million, into Binance.
On the 4th and 5th of December, this whale address received 5,000 BTC from Matrixport, valued at $463.55 million for $92,710.
After selling, Arkham data shows the address still holds 3,000 BTC worth $277.61 million. As a result, the whale has incurred roughly $5 million in losses from the deposit.
With the whale choosing to realize losses, it shows a loss of confidence in the market after a week, as they fear further losses.
BTC at crossroads, which way?
Bitcoin’s struggles persisted as investors, especially whales, turned to sell even at a loss. However, demand has shown early signs of recovery.
In fact, Exchange Netflows have remained negative for five consecutive days and turned positive only once in the past seven days.
At press time, Netflow stood at -2.2k, showing that withdrawals outweighed deposits, a clear signal of accumulation.
With demand recovering, BTC crossed above the short‑term EMA20 near $91,769, marking a shift toward bullish short‑term momentum.
However, the broader trend remains bearish. BTC is still trading below the 50, 100, and 200 EMAs. Adding to this, the Directional Movement Index fell from 20 to 17, underscoring strong bearish momentum in the longer term.
Therefore, if the short-term momentum shift holds, giving buyers a pathway, Bitcoin could reclaim $94k and target EMA50 at $96476.
Conversely, if the attempt fails, it will drop below EMA20 and breach $90k, support once again.
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