๐จ Extreme fear on the market โ Fear & Greed Index drops to 11
๐Bitcoin has fallen below $90,000, triggering full-blown panic across the market.
๐ธ๐ป But while retail is trembling, El Salvador is buying the dip again: the government purchased 1,090 BTC (~$100M) in addition to its ongoing daily 1 BTC buys.
When fear hits 11, some run โ others accumulate. ๐
๐Bitcoin has fallen below $90,000, triggering full-blown panic across the market.
๐ธ๐ป But while retail is trembling, El Salvador is buying the dip again: the government purchased 1,090 BTC (~$100M) in addition to its ongoing daily 1 BTC buys.
When fear hits 11, some run โ others accumulate. ๐
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๐ฝ Donald Trump stated that $2,000 tariff dividends will be sent to Americans by mid-2026. ๐
Will the bear market last another six months? ๐
Will the bear market last another six months? ๐
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CryptoQuantโs Head of Research, Julio Moreno, believes weโre already in a bear market and warns traders to stay cautious about signals hinting at the end of the correction. ๐ฅ
Interestingly, his view sharply contrasts with that of CryptoQuant CEO Ki Young Ju, who argues that the current dip is just a rotation among long-term BTC holders, not the start of a new bearish cycle. ๐ง
Two experts โ two opposite outlooks.
Which one do you believe? ๐
Interestingly, his view sharply contrasts with that of CryptoQuant CEO Ki Young Ju, who argues that the current dip is just a rotation among long-term BTC holders, not the start of a new bearish cycle. ๐ง
Two experts โ two opposite outlooks.
Which one do you believe? ๐
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โ๏ธ 95% of All Bitcoin Has Been Mined
Miners have officially extracted 19.95M BTC โ thatโs 95% of the total 21M supply set by Satoshi. ๐ฐ
After the April 2024 halving, block rewards dropped from 6.25 to 3.125 BTC, reducing daily issuance from 900 โ 450 BTC. ๐
Even though almost all coins are already in circulation, the remaining 5% will take over a century to mine โ until 2140. ๐
Bitcoin is gradually shifting to a fee-driven economy, where user transaction fees help maintain hash rate and network security. Mining difficulty meanwhile sits at a record 152.27T. ๐จโ๐ป
Miners have officially extracted 19.95M BTC โ thatโs 95% of the total 21M supply set by Satoshi. ๐ฐ
After the April 2024 halving, block rewards dropped from 6.25 to 3.125 BTC, reducing daily issuance from 900 โ 450 BTC. ๐
Even though almost all coins are already in circulation, the remaining 5% will take over a century to mine โ until 2140. ๐
Bitcoin is gradually shifting to a fee-driven economy, where user transaction fees help maintain hash rate and network security. Mining difficulty meanwhile sits at a record 152.27T. ๐จโ๐ป
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๐ซ Global Internet Outage Triggered by Major Cloudflare Failure
๐ถโ๐ซ๏ธ A massive Cloudflare outage โ the company powering a huge share of global internet infrastructure (CDN, DNS, traffic routing, security) โ caused worldwide disruptions.
Social networks, online games, and major services like Twitter, Spotify, OpenAI, and even AWS went offline simultaneously. ๐คท
Cloudflare reports that services are gradually recovering, but many platforms remain unstable depending on region and load.
The internet just reminded us how centralized it really is. ๐ค
๐ถโ๐ซ๏ธ A massive Cloudflare outage โ the company powering a huge share of global internet infrastructure (CDN, DNS, traffic routing, security) โ caused worldwide disruptions.
Social networks, online games, and major services like Twitter, Spotify, OpenAI, and even AWS went offline simultaneously. ๐คท
Cloudflare reports that services are gradually recovering, but many platforms remain unstable depending on region and load.
The internet just reminded us how centralized it really is. ๐ค
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๐ณ Is Bitcoin About to Drop to $87.5K?
๐ CryptoQuant analysts predict a further correction toward $87,500, citing their Bitcoin Composite Index, which has now fallen below 0.75 โ a signal that historically points to deeper pullbacks. ๐
Looks like a quick bounce back to $100K isnโt on the horizon just yet ๐ข
๐ CryptoQuant analysts predict a further correction toward $87,500, citing their Bitcoin Composite Index, which has now fallen below 0.75 โ a signal that historically points to deeper pullbacks. ๐
Looks like a quick bounce back to $100K isnโt on the horizon just yet ๐ข
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โ ๏ธ Quantum computers may break Ethereum before the 2028 US elections
๐ค Vitalik Buterin says the Ethereum base layer should โossifyโ โ becoming stable and nearly unchangeable to avoid bugs and keep the network predictable as it secures hundreds of billions.
Key points:
โข Innovation should move to L2, while L1 becomes a stable settlement and security layer.
โข The early โexperimental spiritโ is fading โ memecoins and copy-paste trends dominate the space.
โข Elliptic curve cryptography will eventually die, and quantum computers could break todayโs cryptographic model before 2028.
โข Ethereum has ~4 years to migrate to quantum-resistant protection.
๐ค Vitalik Buterin says the Ethereum base layer should โossifyโ โ becoming stable and nearly unchangeable to avoid bugs and keep the network predictable as it secures hundreds of billions.
Key points:
โข Innovation should move to L2, while L1 becomes a stable settlement and security layer.
โข The early โexperimental spiritโ is fading โ memecoins and copy-paste trends dominate the space.
โข Elliptic curve cryptography will eventually die, and quantum computers could break todayโs cryptographic model before 2028.
โข Ethereum has ~4 years to migrate to quantum-resistant protection.
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๐ Saylor be like: โBTC -90%? Still buying.โ
๐ Michael Saylor is in full diamond hands mode. In a Fox Business interview, he stated that Strategy can comfortably survive an 80โ90% Bitcoin crash and keep operating as if nothing happened.
Key points:
โข Strategy holds 649,870 BTC, purchased since 2020 for $48.37B at an average of $74,433 per BTC.
โข Saylor claims BTC volatility is dropping โ from 80% in 2020 to ~50% now, and expected to decrease further as institutional investors arrive.
โข Expected BTC returns still outperform the S&P 500, according to him.
โข MSTR shares have dropped over 40% since BTCโs all-time high, but the company keeps buying daily, using various types of shares.
Saylor: โWe are not selling. We bought every day last week.โ
Classic diamond hands. ๐ผ๐งฑ๐
๐ Michael Saylor is in full diamond hands mode. In a Fox Business interview, he stated that Strategy can comfortably survive an 80โ90% Bitcoin crash and keep operating as if nothing happened.
Key points:
โข Strategy holds 649,870 BTC, purchased since 2020 for $48.37B at an average of $74,433 per BTC.
โข Saylor claims BTC volatility is dropping โ from 80% in 2020 to ~50% now, and expected to decrease further as institutional investors arrive.
โข Expected BTC returns still outperform the S&P 500, according to him.
โข MSTR shares have dropped over 40% since BTCโs all-time high, but the company keeps buying daily, using various types of shares.
Saylor: โWe are not selling. We bought every day last week.โ
Classic diamond hands. ๐ผ๐งฑ๐
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๐ BlackRock Bitcoin ETF Hits Record Outflow
BlackRockโs iShares Bitcoin Trust (IBIT) saw its largest single-day outflow since its January 2024 launch, with $523M withdrawn on Nov 19, surpassing last weekโs $463M. The fund remains the worldโs largest spot BTC ETF, holding around $73B in assets. ๐ฐ
Sustained outflows since late October have totaled $2.19B for November so far. When investors redeem ETF shares, managers must sell the equivalent amount of underlying Bitcoin, creating additional market pressure. ๐ฌ๐ธ
BlackRockโs iShares Bitcoin Trust (IBIT) saw its largest single-day outflow since its January 2024 launch, with $523M withdrawn on Nov 19, surpassing last weekโs $463M. The fund remains the worldโs largest spot BTC ETF, holding around $73B in assets. ๐ฐ
Sustained outflows since late October have totaled $2.19B for November so far. When investors redeem ETF shares, managers must sell the equivalent amount of underlying Bitcoin, creating additional market pressure. ๐ฌ๐ธ
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๐ Alts Showing Unexpected Strength vs. Bitcoin โ Glassnode
Despite last weekโs market dip, altcoins suddenly decided to hit the gym. ๐ช
๐ Glassnode reports that most alt sectors outperformed BTC, showing unusual relative strength while Bitcoin dragged its feet.
This is some kind of twisted alt-season, but itโs all weโve got ๐, with alts holding up better than the king itself. ๐๐ฅ
Despite last weekโs market dip, altcoins suddenly decided to hit the gym. ๐ช
๐ Glassnode reports that most alt sectors outperformed BTC, showing unusual relative strength while Bitcoin dragged its feet.
This is some kind of twisted alt-season, but itโs all weโve got ๐, with alts holding up better than the king itself. ๐๐ฅ
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๐ฑGana Payment Just Went to Zero
Rough morning for Gana Payment: the project was hit by a $3.1M exploit, with attackers draining BNB from the protocol and quickly washing it through Tornado Cash. ๐ฅท
๐ The token didnโt survive the blow โ it instantly collapsed almost zero.
Not the kind of โresetโ holders were hoping for todayโฆ ๐คท
Rough morning for Gana Payment: the project was hit by a $3.1M exploit, with attackers draining BNB from the protocol and quickly washing it through Tornado Cash. ๐ฅท
๐ The token didnโt survive the blow โ it instantly collapsed almost zero.
Not the kind of โresetโ holders were hoping for todayโฆ ๐คท
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๐ฎ๐ณ India Prepares Its Own Rupee-Backed Stablecoin: ARC
๐ India is getting ready to launch ARC, a fully backed rupee-pegged stablecoin designed to work alongside the RBIโs digital rupee in a strict two-tier system.
The plan is simple:
โช๏ธStop liquidity from flowing into dollar stablecoins
โช๏ธKeep capital and innovation inside the country
โช๏ธBoost demand for government bonds through secure, regulated backing
If all goes according to plan, ARC will debut in Q1 2026, marking Indiaโs first major step into a sovereign-controlled stablecoin ecosystem.
๐ India is getting ready to launch ARC, a fully backed rupee-pegged stablecoin designed to work alongside the RBIโs digital rupee in a strict two-tier system.
The plan is simple:
โช๏ธStop liquidity from flowing into dollar stablecoins
โช๏ธKeep capital and innovation inside the country
โช๏ธBoost demand for government bonds through secure, regulated backing
If all goes according to plan, ARC will debut in Q1 2026, marking Indiaโs first major step into a sovereign-controlled stablecoin ecosystem.
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๐ New Season of the AI Trading Tournament
The battle of trading bots is back! โ๏ธ
Last season, Chinese AI models took the crown with the strongest profitability.
๐ฐ This time, early leadership surprisingly goes to Gemini โ the same model that nearly wiped its deposit in Season 1.
Maybe it finally learned somethingโฆ or maybe weโre in for another spectacular meltdown. ๐
The battle of trading bots is back! โ๏ธ
Last season, Chinese AI models took the crown with the strongest profitability.
๐ฐ This time, early leadership surprisingly goes to Gemini โ the same model that nearly wiped its deposit in Season 1.
Maybe it finally learned somethingโฆ or maybe weโre in for another spectacular meltdown. ๐
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๐ Bitcoin Just Did a Vertical Dive to $82,000!
The market decided to play another round of โwho blinks first.โ ๐
Bitcoin suddenly plunged to $82K, accelerating an already shaky sell-off.
Liquidations are now close to $2 billion, with $1.8 billion in longs wiped out like a crypto-tsunami. ๐
The market decided to play another round of โwho blinks first.โ ๐
Bitcoin suddenly plunged to $82K, accelerating an already shaky sell-off.
Liquidations are now close to $2 billion, with $1.8 billion in longs wiped out like a crypto-tsunami. ๐
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๐ซ๐ณ Whales Have Left the Market
๐ According to on-chain data (CryptoQuant), whale activity has collapsed โ the big players have essentially left the market, and exhausted retail demand is pushing BTC lower.
๐ Without a rebound in institutional or retail inflows, Bitcoin is likely to remain under heavy pressure.
Everyoneโs goneโฆ and the only ones still selling are those who still have something left to sell ๐ฅด
๐ According to on-chain data (CryptoQuant), whale activity has collapsed โ the big players have essentially left the market, and exhausted retail demand is pushing BTC lower.
๐ Without a rebound in institutional or retail inflows, Bitcoin is likely to remain under heavy pressure.
Everyoneโs goneโฆ and the only ones still selling are those who still have something left to sell ๐ฅด
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๐ค CEO of CryptoQuant on the current BTC cycle
โข Classic cycle theory suggests Bitcoin could retrace to $56K, but this scenario is unlikely because large holders are not selling.
โข From an on-chain cycle perspective, the bull market officially peaked when BTC hit $100K.
โข The current price zone looks attractive for long-term spot accumulation.
โข Macro conditions and the need for fresh liquidity injections before mid-next year may support the market and improve sentiment at any moment.
โข Classic cycle theory suggests Bitcoin could retrace to $56K, but this scenario is unlikely because large holders are not selling.
โข From an on-chain cycle perspective, the bull market officially peaked when BTC hit $100K.
โข The current price zone looks attractive for long-term spot accumulation.
โข Macro conditions and the need for fresh liquidity injections before mid-next year may support the market and improve sentiment at any moment.
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๐ Bullish signal for crypto?
Jim Cramer has declared that โsomething is clearly wrong with Bitcoin,โ judging by its current price. He also believes many investors should exit their positions. ๐ง
But the crypto community views this as a contrarian bullish indicator: Cramer is famous for his reverse predictions, which often precede market moves in the opposite direction.
Is this another classic โInverse Cramerโ moment? ๐
Jim Cramer has declared that โsomething is clearly wrong with Bitcoin,โ judging by its current price. He also believes many investors should exit their positions. ๐ง
But the crypto community views this as a contrarian bullish indicator: Cramer is famous for his reverse predictions, which often precede market moves in the opposite direction.
Is this another classic โInverse Cramerโ moment? ๐
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Strategy Faces Possible Index Removal ๐
According to Bloomberg, Michael Saylorโs Strategy Inc. is at risk of being excluded from major indices like MSCI USA and Nasdaq 100 โ a decision is expected by January 15, 2026. โณ
Over the past six months, BTC fell ~23%, while Strategyโs stock dropped ~57%. ๐
If removed, the company could face $2.8B in outflows from MSCI-linked funds and up to $8.8B if other index providers follow.
Despite growing pressure, itโs unlikely Saylor will sell BTC โ the company can still rely on refinancing or issuing new debt backed by its Bitcoin reserves. But given current market conditionsโฆ anything is possible. ๐
According to Bloomberg, Michael Saylorโs Strategy Inc. is at risk of being excluded from major indices like MSCI USA and Nasdaq 100 โ a decision is expected by January 15, 2026. โณ
Over the past six months, BTC fell ~23%, while Strategyโs stock dropped ~57%. ๐
If removed, the company could face $2.8B in outflows from MSCI-linked funds and up to $8.8B if other index providers follow.
Despite growing pressure, itโs unlikely Saylor will sell BTC โ the company can still rely on refinancing or issuing new debt backed by its Bitcoin reserves. But given current market conditionsโฆ anything is possible. ๐
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