๐ธ Market Waking Up
๐ Bitcoin has broken above $94,000, Ethereum is trading near $3,370, and major altcoins are up 4โ10% in the past 24 hours.
The biggest pain is on the short side: $265M in short positions were liquidated in just the last four hours. On HTX alone, one large trader lost $24M in a single order. ๐คท
Momentum is picking up โ volatility is back. ๐
๐ Bitcoin has broken above $94,000, Ethereum is trading near $3,370, and major altcoins are up 4โ10% in the past 24 hours.
The biggest pain is on the short side: $265M in short positions were liquidated in just the last four hours. On HTX alone, one large trader lost $24M in a single order. ๐คท
Momentum is picking up โ volatility is back. ๐
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Polymarket gives a 95% chance that the Fed cuts rates by 25 bps today ๐ช
Most traders agree this move is already priced in for crypto. ๐คท
But that scary 5% scenario? Yeahโฆ if the Fed decides to surprise everyone, the market might go from โpriced inโ to โpanic modeโ in seconds. ๐๐
Most traders agree this move is already priced in for crypto. ๐คท
But that scary 5% scenario? Yeahโฆ if the Fed decides to surprise everyone, the market might go from โpriced inโ to โpanic modeโ in seconds. ๐๐
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๐ซ Humans vs AI: Trading Tournament
The Aster team has launched a new trading competition where 70 human traders and 30 AI bots each receive $10,000 to trade. ๐
Early results favor humans by a wide margin:
โ Humans: +$64,000 (+9.25%)
โ AI bots: -$49 (-0.01%)
For now, humans are clearly outperforming the machines. ๐ฅ๐ค
The Aster team has launched a new trading competition where 70 human traders and 30 AI bots each receive $10,000 to trade. ๐
Early results favor humans by a wide margin:
โ Humans: +$64,000 (+9.25%)
โ AI bots: -$49 (-0.01%)
For now, humans are clearly outperforming the machines. ๐ฅ๐ค
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๐ง Silk Road Wallets Wake Up After 13 Years
After more than a decade of inactivity, 314 wallets linked to the Silk Road darknet marketplace moved BTC to an unknown address. ๐
The total value of the transfer was around $3.5M. Despite this movement, Silk Roadโrelated wallets still hold 415.7 BTC worth about $38.5M.
After more than a decade of inactivity, 314 wallets linked to the Silk Road darknet marketplace moved BTC to an unknown address. ๐
The total value of the transfer was around $3.5M. Despite this movement, Silk Roadโrelated wallets still hold 415.7 BTC worth about $38.5M.
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๐ฐ Corporate Bitcoin Treasuries Keep Growing
Corporate Bitcoin holdings have reached 1.08 million BTC, marking a +448% increase since January 2023, when companies held just 197,000 BTC. ๐
Institutions continue to accumulate, reinforcing Bitcoinโs role as a long-term treasury asset despite market volatility.
Corporate Bitcoin holdings have reached 1.08 million BTC, marking a +448% increase since January 2023, when companies held just 197,000 BTC. ๐
Institutions continue to accumulate, reinforcing Bitcoinโs role as a long-term treasury asset despite market volatility.
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๐ฅ Fed Cuts Rates by 25 bps โ Third in a Row
๐ The Fed lowered its policy rate to 3.75%, matching expectations (prev. 4%). This marks the third consecutive rate cut.
Bitcoin briefly jumped to $94,000 on the news but quickly pulled back to around $92,000. As expected, the rate cut was largely already priced in by the market. ๐ง
๐ The Fed lowered its policy rate to 3.75%, matching expectations (prev. 4%). This marks the third consecutive rate cut.
Bitcoin briefly jumped to $94,000 on the news but quickly pulled back to around $92,000. As expected, the rate cut was largely already priced in by the market. ๐ง
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๐ฐ SpaceX and BlackRock Move Big Money on Bitcoin
SpaceX transferred 1,021 BTC (~$100M) on-chain today, sending the funds to Coinbase Prime for custody. ๐
Shortly after, BlackRock also deposited 2,196 BTC (~$203M) to Coinbase Prime. ๐ฐ
Both large transactions were spotted by LookOnChain and highlight ongoing institutional activity on the Bitcoin network.
SpaceX transferred 1,021 BTC (~$100M) on-chain today, sending the funds to Coinbase Prime for custody. ๐
Shortly after, BlackRock also deposited 2,196 BTC (~$203M) to Coinbase Prime. ๐ฐ
Both large transactions were spotted by LookOnChain and highlight ongoing institutional activity on the Bitcoin network.
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๐ Bitcoin erased all gains from the rate cut hype
BTC briefly jumped to $94K, but is now back near $90K.
๐ Analysts say this was a classic โbuy the rumor, sell the newsโ setup.
According to Santiment, peak retail euphoria hit 8 hours before the Fed announcement. What shouldโve been bullish turned into a short-term trap: retail bought the hype, while whales used the mini-rally to take profits.
Crypto market doing crypto market things ๐
BTC briefly jumped to $94K, but is now back near $90K.
๐ Analysts say this was a classic โbuy the rumor, sell the newsโ setup.
According to Santiment, peak retail euphoria hit 8 hours before the Fed announcement. What shouldโve been bullish turned into a short-term trap: retail bought the hype, while whales used the mini-rally to take profits.
Crypto market doing crypto market things ๐
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๐ฟ A new Satoshi Nakamoto statue has arrived โ right at the New York Stock Exchange!
The NYSE has become the sixth location in the world to host a statue of Bitcoinโs mysterious creator. The project is led by Jack Mallersโ company Twenty One, which plans to install 21 statues globally โ a clear nod to Bitcoinโs 21M max supply. ๐
Another symbolic win for Bitcoin culture, now standing in the heart of traditional finance. ๐ฆ
The NYSE has become the sixth location in the world to host a statue of Bitcoinโs mysterious creator. The project is led by Jack Mallersโ company Twenty One, which plans to install 21 statues globally โ a clear nod to Bitcoinโs 21M max supply. ๐
Another symbolic win for Bitcoin culture, now standing in the heart of traditional finance. ๐ฆ
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๐จ๐ณ China is taking over the AI market ๐
Downloads of Chinese AI models have surged to 17%, overtaking the combined U.S. giants โ Google, Meta, and OpenAI โ at 15.8%.
While American companies focus on premium quality and paid subscriptions, China is going full โfree-to-play,โ giving away AI access to attract massive user bases โ and more users means more training data. ๐
Humanity has officially entered the AI eraโฆ and China is once again conquering markets through good old-fashioned aggressive pricing ๐งฎ๐ต
Downloads of Chinese AI models have surged to 17%, overtaking the combined U.S. giants โ Google, Meta, and OpenAI โ at 15.8%.
While American companies focus on premium quality and paid subscriptions, China is going full โfree-to-play,โ giving away AI access to attract massive user bases โ and more users means more training data. ๐
Humanity has officially entered the AI eraโฆ and China is once again conquering markets through good old-fashioned aggressive pricing ๐งฎ๐ต
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๐ผ $1.3M per BTC by 2035? ๐ณ
The CIO of Bitwise has unveiled a valuation model where $1.3M per Bitcoin is considered a conservative target for 2035. ๐
๐ The forecast assumes Bitcoinโs share of goldโs market cap will rise from 9% to 25% over the next decade.
Meanwhile, weโre over here still hoping BTC can break $100K โ even the QE announcement on December 12 couldnโt push it thereโฆ and Bitwise is already promising seven-figure Bitcoin in 10 years ๐
The CIO of Bitwise has unveiled a valuation model where $1.3M per Bitcoin is considered a conservative target for 2035. ๐
๐ The forecast assumes Bitcoinโs share of goldโs market cap will rise from 9% to 25% over the next decade.
Meanwhile, weโre over here still hoping BTC can break $100K โ even the QE announcement on December 12 couldnโt push it thereโฆ and Bitwise is already promising seven-figure Bitcoin in 10 years ๐
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๐ณ 15 years since Satoshi disappeared
On December 12, 2010, Satoshi Nakamoto โ the anonymous creator of Bitcoin โ posted on BitcoinTalk for the last time, mentioning DoS vulnerabilities and code updates. After that, he vanished from the forum. ๐ฅท
For several months Satoshi still exchanged emails with early BTC developers. In his final messages, he asked not to turn him into a โmysterious figureโ and said he had โmoved on to other things,โ leaving Bitcoin in โgood hands.โ
Around the same time, Gavin Andresen announced he would present Bitcoin at a CIA tech conference โ a moment many believe pushed Satoshi to withdraw completely from public life.
On December 12, 2010, Satoshi Nakamoto โ the anonymous creator of Bitcoin โ posted on BitcoinTalk for the last time, mentioning DoS vulnerabilities and code updates. After that, he vanished from the forum. ๐ฅท
For several months Satoshi still exchanged emails with early BTC developers. In his final messages, he asked not to turn him into a โmysterious figureโ and said he had โmoved on to other things,โ leaving Bitcoin in โgood hands.โ
Around the same time, Gavin Andresen announced he would present Bitcoin at a CIA tech conference โ a moment many believe pushed Satoshi to withdraw completely from public life.
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โ๏ธ Do Kwon Sentenced to 15 Years
Terraform Labs founder Do Kwon has been sentenced to 15 years in prison over the $40B collapse of UST and LUNA in 2022. Prosecutors sought 12 years, while Kwonโs team asked for 5 โ he will also forfeit $19M.
Kwon expressed remorse, admitting responsibility and hoping others โdonโt repeat his mistakes.โ He may serve part of his sentence in South Korea. ๐ฐ๐ท
Terraform Labs founder Do Kwon has been sentenced to 15 years in prison over the $40B collapse of UST and LUNA in 2022. Prosecutors sought 12 years, while Kwonโs team asked for 5 โ he will also forfeit $19M.
Kwon expressed remorse, admitting responsibility and hoping others โdonโt repeat his mistakes.โ He may serve part of his sentence in South Korea. ๐ฐ๐ท
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๐ CryptoQuant: Short-term BTC holders in deep pain
Short-term Bitcoin holders are now sitting on one of the biggest unrealized losses of 2025 โ their average entry price is about 10% above the current market, putting them firmly in a โreal pain zone.โ ๐
Historically, such deep loss phases appear late in a correction, often signaling that a market reversal may be approaching as selling pressure exhausts. ๐
In short: short-term holders are hurting, but this level of capitulation has previously marked the end of corrections rather than the beginning.
Short-term Bitcoin holders are now sitting on one of the biggest unrealized losses of 2025 โ their average entry price is about 10% above the current market, putting them firmly in a โreal pain zone.โ ๐
Historically, such deep loss phases appear late in a correction, often signaling that a market reversal may be approaching as selling pressure exhausts. ๐
In short: short-term holders are hurting, but this level of capitulation has previously marked the end of corrections rather than the beginning.
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๐ฅ Fed quietly turns on the money printer
Recent data on U.S. Treasury purchases shows the Fed is effectively launching stealth QE again. Over just a few weeks, the Fed is set to buy tens of billions in government bonds:
โข Dec 12 โ $8.167B
โข Dec 15 โ $6.801B
โข Dec 17 โ $8.165B
โข Dec 19 โ $8.165B
โข Dec 22 โ $6.801B
โข Jan 6 โ $8.165B
โข Jan 8 โ $8.165B
Such accelerated bond purchases usually signal liquidity injections โ historically bullish for risk assets like BTC and equities.
In short: the money printer is humming again, and markets may feel it soon. ๐
Recent data on U.S. Treasury purchases shows the Fed is effectively launching stealth QE again. Over just a few weeks, the Fed is set to buy tens of billions in government bonds:
โข Dec 12 โ $8.167B
โข Dec 15 โ $6.801B
โข Dec 17 โ $8.165B
โข Dec 19 โ $8.165B
โข Dec 22 โ $6.801B
โข Jan 6 โ $8.165B
โข Jan 8 โ $8.165B
Such accelerated bond purchases usually signal liquidity injections โ historically bullish for risk assets like BTC and equities.
In short: the money printer is humming again, and markets may feel it soon. ๐
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๐ฌ Netflix Drops Trailer for Crypto Comedy About a Lost $35M Password
Netflix is releasing a new comedy, โOne Attempt Remaining,โ starring Jennifer Garner.
๐ The plot: a divorced couple discovers that the crypto they once won on a cruise is now worth $35M โ but theyโve forgotten the password and have 48 hours before the SEC claim expires.
The film pokes fun at real crypto nightmares, echoing cases like ex-Ripple CTO Stefan Thomas, who lost access to 7,002 BTC, and the famous UK โlandfill Bitcoinโ story. ๐
Crypto has appeared in documentaries before, but this is one of the first full-scale Hollywood comedies centered on the chaos of private keys and lost fortunes.
A light take on a very real problem: in crypto, a forgotten password can cost millions. ๐คท๐ต
Netflix is releasing a new comedy, โOne Attempt Remaining,โ starring Jennifer Garner.
๐ The plot: a divorced couple discovers that the crypto they once won on a cruise is now worth $35M โ but theyโve forgotten the password and have 48 hours before the SEC claim expires.
The film pokes fun at real crypto nightmares, echoing cases like ex-Ripple CTO Stefan Thomas, who lost access to 7,002 BTC, and the famous UK โlandfill Bitcoinโ story. ๐
Crypto has appeared in documentaries before, but this is one of the first full-scale Hollywood comedies centered on the chaos of private keys and lost fortunes.
A light take on a very real problem: in crypto, a forgotten password can cost millions. ๐คท๐ต
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๐ Another solo miner strikes lucky
๐ A solo Bitcoin miner has successfully mined block #927474, earning a reward of 3.133 BTC โ roughly $284,000.
Such wins are extremely rare, as solo miners compete against massive industrial pools. But every so often, luck hits, showing that even small independent miners can still capture an entire block reward on their own.
A reminder: in Bitcoin, probability sometimes smiles on the little guy. ๐
๐ A solo Bitcoin miner has successfully mined block #927474, earning a reward of 3.133 BTC โ roughly $284,000.
Such wins are extremely rare, as solo miners compete against massive industrial pools. But every so often, luck hits, showing that even small independent miners can still capture an entire block reward on their own.
A reminder: in Bitcoin, probability sometimes smiles on the little guy. ๐
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โ๏ธ Solana withstands massive DDoS attack
Solanaโs network has endured a week-long DDoS attack that became the fourth-largest ever recorded against any distributed system, with peak traffic reaching 6 Tbps. ๐
Despite the scale of the attack, on-chain data shows the blockchain handled the load without issues. ๐ง
Transaction confirmations stayed under one second, and slot times remained stable throughout the incident. ๐ช
Solanaโs network has endured a week-long DDoS attack that became the fourth-largest ever recorded against any distributed system, with peak traffic reaching 6 Tbps. ๐
Despite the scale of the attack, on-chain data shows the blockchain handled the load without issues. ๐ง
Transaction confirmations stayed under one second, and slot times remained stable throughout the incident. ๐ช
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๐จโ๐ฆฐ๐ฅ ๐ค Humans vs AI: the trading reality check
Last week, Aster launched a trading tournament where human traders competed directly against an AI. The results after just one week look brutal: collectively, humans are down 30%, while the AI is hovering around break-even. ๐
However, the picture changes when looking at individual performance. The top-ranked participant is still a human โ delivering an impressive 4x return in just 7 days. The takeaway? On average, AI beats the crowd, but exceptional individuals can still outperform the machine. ๐
Last week, Aster launched a trading tournament where human traders competed directly against an AI. The results after just one week look brutal: collectively, humans are down 30%, while the AI is hovering around break-even. ๐
However, the picture changes when looking at individual performance. The top-ranked participant is still a human โ delivering an impressive 4x return in just 7 days. The takeaway? On average, AI beats the crowd, but exceptional individuals can still outperform the machine. ๐
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