I flussi degli ETF spot negli Stati Uniti (26-12-2025) sono stati nuovamente negativi.
Gli ETF spot Bitcoin hanno visto -$275.88M in deflussi netti. Gli ETF spot Ethereum hanno visto -$38.70M in deflussi. Tutti gli altri ETF elencati hanno mostrato flussi pari a zero. Il flusso netto totale è stato di -$314.58M.
Dettaglio importante: il deflusso di BTC da solo è approssimativamente pari a circa 7 giorni di fornitura di BTC estratti in un solo giorno. I flussi degli ETF possono muoversi più velocemente dell'emissione giornaliera, ed è per questo che sono così importanti per l'azione di prezzo a breve termine.
As $BTC continues to trade as a macro asset, large Ethereum holders are quietly shifting strategy. BitMNR, the world’s largest Ethereum treasury firm, has officially entered ETH staking - marking a major change in how corporate treasuries manage long-term crypto holdings.
Key Points:
- BitMNR deposited around 74,880 $ETH into Ethereum’s proof-of-stake system, worth nearly $219 million, according to on-chain data shared by Arkham Intelligence.
- This is the first time the firm has staked any of its Ethereum. Until now, BitMNR kept its massive ETH reserves untouched, relying purely on price appreciation.
- On-chain data shows BitMNR holds about 4.06 million ETH, valued near $11.9 billion - roughly 3.37% of Ethereum’s total supply.
With current staking yields around 3.1%, staking its full balance could generate over 126,000 ETH annually, translating into hundreds of millions in potential yield at current prices.
📌 The move signals a broader shift: large holders are no longer just betting on price. They’re starting to treat Ethereum as a yield-generating financial asset - not just a speculative one.
🇷🇺🇺🇸 PUTIN CLAIMS the U.S. and Russia are in talks about a joint Bitcoin mining project using power from Zaporizhzhia’s nuclear plant$BTC $ETH $BNB #solana #Binance #BTC走势分析
BNB Chain prepares Fermi hard fork to make blocks faster
BNB Chain will activate the Fermi hard fork on Jan 14, 2026, following a successful testnet upgrade on Nov 10, 2025.
The goal is faster performance by cutting the block interval from 750 ms to 450 ms, which can improve transaction speed and overall network throughput.
If the rollout is smooth, this upgrade can support more time-sensitive apps and make the chain feel more responsive for everyday users.
PEPE has broken above its downtrend and is holding near $0.00000400. Price is now coming back to retest the breakout area around $0.00000391, which is an important level for buyers.
If PEPE holds above this zone, the bullish setup stays strong and a move toward $0.00000425 becomes more likely. If it breaks below the retest level, the breakout loses strength and price may return to consolidation.
This is a standard breakout and retest pattern, so watching the support reaction is key.
Le neobanche on-chain stanno crescendo rapidamente.
Le stime di mercato mostrano che il settore si espanderà da 149 miliardi di dollari nel 2024 a oltre 4,4 trilioni di dollari entro il 2034. Queste piattaforme gestiscono operazioni bancarie direttamente su blockchain invece di utilizzare i vecchi sistemi bancari.
Questo consente pagamenti globali istantanei, registri trasparenti e disponibilità costante senza orari o confini bancari.
Con il trasferimento di più servizi on-chain, le neobanche potrebbero espandersi oltre i pagamenti, includendo risparmi, gestione patrimoniale e movimentazione globale di denaro.
Bitcoin Stuck Under $88K as ETFs See $825M+ Outflows in 5 Days
#Bitcoin is still trading below $88K while spot BTC ETFs keep seeing outflows.
Over the last 5 trading days, ETFs recorded $825M+ in total outflows. On Dec 24, net outflows were $175.29M, and none of the ETFs had inflows. IBIT had the biggest outflow at $91.37M.
Traders are also being careful ahead of the big Deribit options expiry on Dec 26, worth about $23.6B.
BTC is still ranging between $86K and $88K. The key support level to watch is $85,200.
Do you think the outflows are mainly holiday + tax moves, or is demand truly cooling? $BTC
Bitcoin Stuck Under $88K as ETFs See $825M+ Outflows in 5 Days
#Bitcoin is still trading below $88K while spot BTC ETFs keep seeing outflows.
Over the last 5 trading days, ETFs recorded $825M+ in total outflows. On Dec 24, net outflows were $175.29M, and none of the ETFs had inflows. IBIT had the biggest outflow at $91.37M.
Traders are also being careful ahead of the big Deribit options expiry on Dec 26, worth about $23.6B.
BTC is still ranging between $86K and $88K. The key support level to watch is $85,200.
Do you think the outflows are mainly holiday + tax moves, or is demand truly cooling?
Bitcoin remains range-bound because it cannot reclaim $90,000. That zone keeps rejecting price, and it is reinforced by strong technical signals like the main price area (POC) and the 0.618 Fibonacci level.
BTC is still trading inside the higher range of $97,500 to $80,500, and it is currently near the middle around $87,000, which usually means slow movement and low volatility.
Support at $85,500 is the main line. If it holds, sideways action is likely. If it breaks on a close, price can drift toward $80,500.$BTC $SOL $BNB #solana #BTC走势分析 #BNB走势 #eth
Gold Nears a Historic Monetary Level as #Bitcoin Tests Support
Gold, when adjusted for U.S. money supply, is challenging a level that has acted as resistance for decades. It was reached in 2011 and only decisively broken during the inflationary surge of the late 1970s.
Bitcoin, often compared to digital gold, is instead pulling back toward a defining support zone. That level coincides with both the April macro-driven selloff and the previous cycle high earlier this year.
Gold’s strength reflects rising concern around currency debasement. Bitcoin’s position reflects consolidation within its cycle, not the end of its long-term trend.
Trump Media Actively Managing Its Bitcoin Reserves
Trump Media moved about $174M in bitcoin across wallets a day after adding more BTC to its balance. A small portion was sent to Coinbase Prime Custody, while most remained under the same entity’s control.
This type of movement usually reflects treasury operations, not selling. Custody products are designed for long-term storage, not immediate trading.
Bitcoin’s price stayed flat despite the transfer, suggesting the market viewed it as neutral.
The key takeaway is institutional-style management of bitcoin, not speculative behavior.
Bitcoin’s $70K–$80K range is one of its weakest historical zones.
BTC spent very little time there over the past five years, which means fewer positions were built and less structural support exists. Glassnode data confirms low supply concentration in the same range.
If price pulls back, this zone may require consolidation before acting as a true floor.
Bitcoin holding between $85,000 and $90,000 for most of December has less to do with sentiment and more to do with derivatives structure.
Heavy options exposure near spot forced market makers to hedge aggressively, buying dips and selling rallies. This behavior suppressed volatility and locked price into a narrow corridor, even as macro conditions improved and risk assets moved higher.
That dynamic changes as year-end options expire. With roughly $27B in open interest rolling off and a strong call bias still in place, the hedging pressure that pinned price fades quickly.
Implied volatility remains near monthly lows, suggesting the market is underpricing movement just as structural constraints are removed.
Bitcoin Has Been Stuck for Weeks, And Options Expiry Explains Why
Bitcoin spending nearly all of December trapped between $85,000 and $90,000 hasn’t been random, and it hasn’t been weakness either. It’s been mechanics.
A massive concentration of options around current prices forced dealers to constantly hedge their exposure. Every dip toward $85,000 triggered buying. Every push toward $90,000 triggered selling. Not because traders had conviction, but because dealers had to stay neutral.
This kind of environment kills volatility and frustrates spot investors, even while equities rally and gold makes new highs.
That pressure is about to ease. Around $27B in bitcoin options are set to expire, wiping out more than half of open interest. The positioning is heavily skewed toward calls, with most strikes sitting far above current price levels. Once that gamma pressure decays, the artificial range that held BTC in place weakens.
Historically, when suppression ends during low implied volatility, price tends to resolve in the direction of positioning. In this case, the math favors upside rather than a breakdown.
The range wasn’t distribution. It was containment.
Bitcoin holding between $85,000 and $90,000 for most of December has less to do with sentiment and more to do with derivatives structure.
Heavy options exposure near spot forced market makers to hedge aggressively, buying dips and selling rallies. This behavior suppressed volatility and locked price into a narrow corridor, even as macro conditions improved and risk assets moved higher.
That dynamic changes as year-end options expire. With roughly $27B in open interest rolling off and a strong call bias still in place, the hedging pressure that pinned price fades quickly.
Implied volatility remains near monthly lows, suggesting the market is underpricing movement just as structural constraints are removed.
When positioning dominates price for weeks, the resolution often comes fast once those constraints disappear.