Is the crypto market really going to reverse in December? I'm betting that this wave of panic selling is a golden opportunity.
Recently, people in the crypto circle are feeling anxious, as Bitcoin has dropped from $120,000 to over $80,000, and the group is filled with voices saying "the bear market is here". It wasn't until K33 analyst Vetle Lunde declared that "December is the turning point" that I felt this wave of panic should cool down.
First, let's talk about the two main points that are causing the most fear: quantum computing risk and MSTR's selling of coins. Quantum computing is indeed a long-term threat, but NIST's post-quantum standards won't be implemented until 2035. Current quantum technology cannot break Bitcoin's encryption system; it's basically a case of the "wolf is coming" story being shouted too many times. As for MSTR, they hold 650,000 BTC and have $1.4 billion in cash backing their debts. Saylor's "never sell" statement is not just talk; unless the company goes bankrupt, they are unlikely to sell coins. The market's worries are purely self-inflicted.
However, the market has conveniently overlooked two major positive factors: 401(k) retirement accounts can invest in cryptocurrencies, meaning that American retail investors' pensions will enter the market, which is a huge influx of capital; and the Federal Reserve, while not explicitly stating so, has just injected $13.5 billion in liquidity in December and is building compliant crypto exchanges, clearly supporting the crypto market.
Currently, Bitcoin's price is entirely driven by panic sentiment and has nothing to do with the fundamentals. Looking at the candlestick chart, there is already buying interest near the $80,000 mark, trading volume has increased but the downward trend is slowing, which is a typical emotional bottom. I've already built a small position in BTC and plan to add more if it drops to $75,000. After all, institutions are quietly accumulating, and we retail investors shouldn't let panic lead us astray and miss this year's end accumulation opportunity. $FHE $BEAT $币安人生
$SYRUP Congratulations😘😘😘 to those who followed the order, have a wave of short positions before sleep, it’s going down smoothly👏👏👏 Are you keeping up with the pace?
The Federal Reserve's interest rate cut is imminent, will the crypto circle follow suit this time?
I just saw the news from BlockBeats that the CME Fed watch data has pushed the probability of a 25 basis point rate cut in December to 86.2%, with only a 13.8% chance of maintaining the current rate. This rate cut is practically a done deal. The Federal Reserve will announce its rate decision at 3 AM on December 11 in the East Eight Zone, with an expected rate of 3.75% compared to the previous value of 4.00%. Following that, Powell will hold a press conference at 3:30, and the crypto circle is likely in for another rollercoaster ride.
From the perspective of seasoned players in the crypto circle, the Fed's interest rate cut has always been an important barometer for the crypto market. After all, with the liquidity of the US dollar easing, excess funds will always find a place to go, and cryptocurrencies, as a high-risk, high-reward track, are likely to be targeted. In previous instances when the Fed signaled a rate cut, both Bitcoin and Ethereum experienced varying degrees of surges. With such strong market expectations this time, funds that have positioned themselves early are likely already quietly entering the market.
However, we shouldn't be blindly optimistic; Powell's speech is key. If he signals a hawkish stance at the press conference, such as hinting at a slower pace for future rate cuts, even if a 25 basis point cut does occur, the market may experience a “buy the rumor, sell the news” scenario. There was a similar situation last year, where after the rate cut was implemented, the crypto market actually dropped, primarily because Powell's comments made the market feel that future liquidity would not meet expectations.
For us players in the crypto circle, we need to be cautious in our operations these days. Short-term trades can be made with small positions, but avoid going all-in, as market sentiment can easily be swayed by news. Looking at the long term, if the Fed's rate-cutting cycle truly begins, it will be beneficial for the overall liquidity of the crypto market, and the valuation recovery of quality coins may continue for a while.
In summary, the interest rate decision and press conference on the morning of the 11th are the biggest black swan or white swan events of the week. While everyone prepares snacks to watch the show, we also need to manage our positions well and not be led by market sentiment. $FHE $XNY $币安人生
Around December 7, Binance's BTC fell sharply before December 1, breaking below $87,000, and then quickly rebounded after dropping below $90,850 in the morning of the 5th, stabilizing around $92,000. Currently, it is at a critical point, with the resistance area between $93,000 - $95,000 and the support area between $88,000 - $90,000. The subsequent trend depends on the outcome of the attack and defense in the key resistance area. $币安人生 $BNB $PEPE #比特币VS代币化黄金 #中本聪
A name, a legend, an unresolved mystery to this day. Satoshi Nakamoto, who ignited the flame of decentralization, has never come forward to receive the glory. What we seek is not only the origin of Bitcoin but also a tribute to absolute privacy and pure ideals. He is not in the world, yet his legends are everywhere. #中本聪 #加密哲学 $BTC {spot}(BTCUSDT) $BNB {spot}(BNBUSDT) $币安人生 {future}(币安人生USDT)
#SHIB #PEPE These are all kings of the meme track, greatly admiring the community predecessors, ✅ Today #中本聪 's emergence has peaked again, many local dogs recognize it, #中本聪 has tapped into the potential of the Binance Square live broadcast room, ✅ In the future, various cryptocurrency celebrities will come to Binance Square, and there will be more quality communities to grab the cake at Binance, ✅ In the future, it may not just be about which coin to choose, but choosing the community may be more important than choosing the coin, ✅ Do you understand? ✅ Sister Yi posted a message asking everyone to focus on content and community routes, ✅ Personal insights! In the future, don't fear wolf-like opponents, just beware of pig-like teams #Hawk 👇🧧🎶
Satoshi Nakamoto is mighty! Sister Lisa is mighty!
lisaHawk
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#SHIB #PEPE These are all kings of the meme track, greatly admiring the community predecessors, ✅ Today #中本聪 's emergence has peaked again, many local dogs recognize it, #中本聪 has tapped into the potential of the Binance Square live broadcast room, ✅ In the future, various cryptocurrency celebrities will come to Binance Square, and there will be more quality communities to grab the cake at Binance, ✅ In the future, it may not just be about which coin to choose, but choosing the community may be more important than choosing the coin, ✅ Do you understand? ✅ Sister Yi posted a message asking everyone to focus on content and community routes, ✅ Personal insights! In the future, don't fear wolf-like opponents, just beware of pig-like teams #Hawk 👇🧧🎶
13 million USDT is unclaimed! The announcement from the Jia Yu Public Security Bureau in Hubei is something people in the crypto circle need to understand.
Brothers, I was stunned when I just saw the announcement from the Jia Yu Public Security Bureau in Hubei — 1.9 million USDT (currently worth over 13 million RMB), confiscated from a suspect, is now being claimed by the original owner. This matter is quite significant in the crypto circle.
First, it's clear that this USDT is involved in a criminal case, and the original owner must present 'legal proof' to claim it. But this is the pain point in the crypto world — how do you prove you are the original owner? Is it the exchange withdrawal records? Or the wallet transaction chain? If this money has a questionable origin (for example, if it is from illegal activities), would you dare to claim it? I guess the true owner must be sweating right now.
Secondly, if not claimed in time, it will go to the national treasury. This is not a small amount; 13 million is enough for an ordinary person to earn in a lifetime. However, there are actually quite a few such 'unclaimed assets' in the crypto world — for example, wallets whose private keys were lost years ago, or funds from illegal activities that were confiscated. But it’s rare to see a public security bureau openly announce a search for the owner.
To be honest, this matter also serves as a wake-up call to the crypto circle: don’t let your crypto get dirty, and make sure to keep good legal proof. If the USDT in your wallet encounters such a situation, can you provide clean transaction records and proof of ownership?
Finally, guess where this money will end up? Most likely, no one will dare to claim it — after all, it was confiscated from a blackmail case, and the original owner is likely linked to the case. Ultimately, it will be handed over to the national treasury, which also puts an end to this batch of illegal funds.
What do you think the original owner of the 1.9 million USDT is feeling right now?
Trump is causing trouble again! The new chairman of the Federal Reserve is going to be put on the hot seat, will the liquidity in the cryptocurrency market change?
Recently, the cryptocurrency market has been closely watching the movements of the Federal Reserve, and now Trump has stirred up more chaos regarding the succession of the Federal Reserve chairman! Odaily Planet Daily reports that he is pushing for policies that may worsen inflation while also forcing the Federal Reserve to declare they will defeat inflation, making the position of the new chairman of the Federal Reserve a hot potato.
Even Kevin Hassett, Trump's old advisor - who is now the most likely candidate for the position - will face extreme pressure if he actually takes that seat. After all, on one side there is the mess of inflation, and on the other side, there is Trump's pressure; finding balance is nearly impossible. More critically, this situation directly grips the lifeblood of interest rate cuts, and it's almost impossible to see the Federal Reserve cut rates in the short term. If they stubbornly refuse to act according to Trump's wishes, they are likely to face another round of public clashes.
For us in the cryptocurrency market, this situation is not as simple as watching a spectacle. The Federal Reserve's monetary policy directly pulls the strings of global liquidity; if interest rate cuts are delayed, the money in the market will struggle to become more relaxed, and the trends of cryptocurrency assets like Bitcoin will naturally be affected. After all, last year everyone was looking forward to an influx of interest rate cuts bringing market opportunities, but now it seems that Trump's actions have pushed back the expectations for relaxed liquidity, and the idea of the cryptocurrency market taking off through significant monetary easing may need to be reevaluated.
Ultimately, the policy direction of the Federal Reserve has always been intertwined with political games. This time, Trump's intervention will only add another layer of uncertainty to the cryptocurrency market, and no matter who steers the Federal Reserve next, the cryptocurrency market will have to sweat it out. $1000LUNC $SKATE $币安人生
The Bitcoin market is transitioning from 'niche consensus-driven' to 'mainstream capital game'. The failure of the four-year cycle is not accidental, but an inevitability of market maturity.
暴富meme8888
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Is the four-year cycle of Bitcoin failing? The market logic for 2025 is being restructured Discussing the market patterns of Bitcoin, the "four-year cycle" was once an ironclad rule recognized within the industry. The supply and demand changes driven by mining halving and the periodic fluctuations of market sentiment led countless investors to treat it as a guide for operations. However, as we enter 2025, this old experience seems to be increasingly ineffective. A report from Cointelegraph points out the key: institutional capital, AI investment, and global liquidity are fundamentally rewriting the market logic of Bitcoin.
The views of Jeff Park, Chief Investment Officer at ProCap BTC, are quite representative. He believes that Bitcoin may be shifting to a two-year short cycle, primarily due to the entry of institutional funds that have restructured the market. Unlike retail investors who follow sentiment to chase gains and cut losses, institutional funds have their own risk control systems and profit targets. Their timing for building and reducing positions is no longer dependent on the halving cycle. This differentiated funding incentive mechanism has fundamentally altered the pattern of market volatility.
This means that investors need to change their old thinking. In a short cycle, the timing choices and volatility of Bitcoin will differ from the past. We can no longer focus solely on the halving time for single judgments; we must also pay attention to the tightening and loosening of global liquidity, as well as the changes in capital flow brought about by AI quantitative trading—after all, AI algorithms can now quickly capture market signals, further amplifying short-term volatility.
Ultimately, the Bitcoin market is transitioning from "niche consensus-driven" to "mainstream capital game." The failure of the four-year cycle is not accidental but rather an inevitable result of market maturation. The investment logic for 2025 has long been hidden in the movements of institutional funds and the tides of global finance, rather than in past historical patterns. #中本聪 $1000LUNC {future}(1000LUNCUSDT) $LUNA2 {future}(LUNA2USDT) $SKATE {future}(SKATEUSDT)
Is the four-year cycle of Bitcoin failing? The market logic for 2025 is being restructured Discussing the market patterns of Bitcoin, the "four-year cycle" was once an ironclad rule recognized within the industry. The supply and demand changes driven by mining halving and the periodic fluctuations of market sentiment led countless investors to treat it as a guide for operations. However, as we enter 2025, this old experience seems to be increasingly ineffective. A report from Cointelegraph points out the key: institutional capital, AI investment, and global liquidity are fundamentally rewriting the market logic of Bitcoin.
The views of Jeff Park, Chief Investment Officer at ProCap BTC, are quite representative. He believes that Bitcoin may be shifting to a two-year short cycle, primarily due to the entry of institutional funds that have restructured the market. Unlike retail investors who follow sentiment to chase gains and cut losses, institutional funds have their own risk control systems and profit targets. Their timing for building and reducing positions is no longer dependent on the halving cycle. This differentiated funding incentive mechanism has fundamentally altered the pattern of market volatility.
This means that investors need to change their old thinking. In a short cycle, the timing choices and volatility of Bitcoin will differ from the past. We can no longer focus solely on the halving time for single judgments; we must also pay attention to the tightening and loosening of global liquidity, as well as the changes in capital flow brought about by AI quantitative trading—after all, AI algorithms can now quickly capture market signals, further amplifying short-term volatility.
Ultimately, the Bitcoin market is transitioning from "niche consensus-driven" to "mainstream capital game." The failure of the four-year cycle is not accidental but rather an inevitable result of market maturation. The investment logic for 2025 has long been hidden in the movements of institutional funds and the tides of global finance, rather than in past historical patterns. #中本聪 $1000LUNC $LUNA2 $SKATE
The US dollar stablecoin is a financial life-and-death game set by the United States
CC离照
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💥 Former Vice President of the Bank of China reveals shocking news: The real reason China stopped stablecoins! The US dollar has captured 99% of the market; where is the renminbi's way out? 💥
Former Vice President of the Bank of China and financial expert Wang Yongli recently publicly published an article analyzing the underlying logic behind China's resolute halt on stablecoins for the first time. The information is vast and worth savoring for everyone in the crypto circle! 🔥 Why did China adopt a 'one-size-fits-all' approach to stablecoins? 1. US dollar stablecoins have monopolized the market Currently, US dollar stablecoins (such as USDT, USDC) account for over 99% globally, leaving almost no space for non-US dollar stablecoins. If China forcibly launches a renminbi stablecoin, it will only become a 'vassal' of the US dollar, weakening the sovereignty of the renminbi. 2. The digital renminbi is the ultimate trump card
In-depth good article, thank you for sharing, blogger!
i二
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He Yifa: The crypto market cycle has been restructured, where are the opportunities in 2026?
🔥 He Yifa's latest dynamic post has ignited the entire industry! She stated that in the face of the BTC flash crash in December, where over 260,000 people were liquidated in the turbulent market, the short-term decline is a normal fluctuation, and the underlying logic of the crypto market is changing due to the entry of institutions! 😘 BTC has moved from a niche asset to a mainstream one; the traditional cycle is no longer suitable for the current environment, and the opportunities in the current market are hidden within the ecosystem of leading decentralized platforms. As institutional regulation becomes stricter and the market increasingly standardized, various institutions are beginning to enter the layout of crypto trading assets, and the bullish market plan of the past four years may very well be disrupted. ✈️ To plan and layout for 2026, one must pay attention to the flow trends of leading assets and the ecological layout of leading exchanges, such as #中本聪 , which may be a way to navigate through the turbulence and achieve results! $ETH $ZEC $币安人生
I just saw the news that UBS's US stocks paused trading due to volatility and jumped by 2.8%, which is indeed a bit surreal. It’s important to remember that this entity was previously bearish on the crypto market, claiming a deep washout was needed before becoming optimistic. The result? Their own stock price experienced a roller coaster ride first, which is quite ironic.
The volatility in traditional finance is not any less than that in the crypto space; in fact, due to the rules and scale, once it starts moving, it can catch people off guard even more. UBS is simultaneously laying out an Ethereum tokenized fund to integrate traditional finance with crypto, while its own stock price is halted due to volatility, creating a stark contrast.
The crypto space is often said to be high-risk, but traditional finance has never been without its black swans. Previously, when UBS acquired Credit Suisse, the market was filled with divergence, and now with this latest development, I actually feel that the transparency and instant trading of the crypto market have advantages in certain aspects.
I wonder if this time UBS's volatility will trigger a chain reaction in the crypto market like the last European and American banking crisis? I'm waiting for a follow-up and would like to hear everyone's thoughts on how turmoil in traditional finance affects the crypto space. $BTC {future}(BTCUSDT) $ETH {future}(ETHUSDT) $BNB {future}(BNBUSDT) #中文Meme中本聪 #加密市场观察