SV: Weekly spot ETF flows
- Bitcoin ETF (#BTC): +$286,600,000
- Ethereum ETF (#ETH): +$208,940,000
- Solana ETF (#SOL): +$33,600,000
- Ripple ETF (#XRP): +$93,570,000
- Chainlink ETF (#LINK): +$4,420,000
- Hedera ETF (#HBAR): +$762,250
- Dogecoin ETF (#DOGE): +$171,920
- Litecoin ETF (#LTC): no data
πΏ Cryptocurrencies wonβt become money in Russia, says Aksakov.
Visa launches a stablecoin consulting business, Fortune reports.
π³ Visa launches its stablecoin advisory division.
π Visa launches a new stablecoin advisory division.
πββοΈ #ETH: Vitalik Buterin proposes using ZK proofs to audit the X algorithm and its ranking. Source: Cointelegraph
CEO 10x Research: Fed rate cut no longer guarantees Bitcoin growth
Fed reaction
- Despite the rate cut, the market remained volatile β BTC rose briefly, then pulled back.
- Jerome Powell sent mixed signals: neutral, hawkish, and dovish at once, increasing uncertainty.
- There is no consensus inside the Fed; the base scenario now is a pause, not an active cycle of further reductions.
- A rate cut alone is no longer an automatic trigger for crypto growth.
Why growth stopped
- This cycle, the market is almost entirely dependent on institutional money rather than retail.
- Institutions act cautiously and reduce activity toward the end of the year.
- Without an influx of new capital, the market cannot maintain a sustainable upside.
Capital flows and ETFs
- Inflows into Bitcoin ETFs in 2025 are noticeably lower than a year earlier.
- The slowdown in institutional purchases began in the fall.
- In December, on-chain net outflows were recorded for the first time since August 2023, signaling selling rather than accumulation.
- The key factor for the reversal remains real cash flows, not abstract βliquidity.β
Technical picture of BTC
- Bitcoin has exited the bullish channel formed since 2023.
- The price cannot return inside the channel, signaling a loss of momentum.
- The current phase is a consolidation with increased risk of further sideways movement.
Cycles and seasonality
- Markus Thielen believes the four-year cycle still works, but its driver is the political cycle and elections, not halving.
- Historically, BTC peaked more often in Q4, followed by a cooling phase.
- Current dynamics fit well with this scenario.
Altcoins and where is the altseason
- Annual unlocks of tens of billions of dollars in altcoins create constant pressure.
- Institutions focus on BTC and, to some extent, ETH, bypassing smaller tokens.
- Money from traditional finance flows into crypto stocks and IPOs, which are now replacing the classic altseason.
- Among altcoins, Markus Thielen highlights BNB as an ecosystem and income bet.
Can China grab the AI crown from the US? It all comes down to energy.
Fact: AI models are energy-hungry. They need massive, stable power to run.
China: about 10,070 TWh (the largest producer in the world).
USA + India: about 6,500 TWh combined.
Bottom line: the energy gap is over 50%.
ChatGPT may be smarter, but it canβt run without electricity.
#eth
π¦ JPMorgan launches tokenized cash fund on Ethereum (WSJ)
Details:
β’ Fund name: My OnChain Net Yield (MONY)
β’ Target investors: qualified investors
β’ Shares issued as tokens with on-chain accounting and faster settlement
β’ Summary: essentially a traditional money market fund wrapped in blockchain technology
πͺ JPMorgan launches its first tokenized money market fund built on Ethereum. The fund gives institutional investors access to a traditional low-risk cash-equivalent assetβsimilar to Treasuries and money market fundsβon-chain, with instant settlement, transparency, and programmable features.
π JPMorgan launches the first tokenized money market fund on Ethereum. #ETH
π μλ‘μ΄ WET μμ΄λλ μ΄λ²€νΈ! μμΈν λ΄μ©μ feed.bithumb.comμμ νμΈνμΈμ. #WET #Bithumb #Listing
π New #WET Airdrop Event to celebrate Humidify (#WET) listing on the KRW market. Details at feed.bithumb.com. #Bithumb #Listing
#records #onchain
CryptoQuant: The average weekly BTC inflows on Binance this year have fallen to 6,500 BTC β the lowest since 2018. This suggests reduced selling pressure from large holders. Note: this metric covers transactions over 1 BTC.
π²π #WET is up 66% after being listed on Upbit and Bithumb. π Chart π
π Top networks by capital inflow in the past 30 days.
π¬π§ The UK Treasury is drafting rules to bring cryptocurrencies under the Financial Conduct Authority (FCA) supervision starting in 2027. It also plans to ban political donations made with cryptocurrency.
#calendar
β‘οΈ Key events this week
Monday, December 15
πΊπΈ USA β SEC Roundtable on Privacy in the Crypto Industry
Tuesday, December 16
πͺπΊ EU β Manufacturing/Services/Composite PMI (Dec) β 12:00
π₯ USA β Nonfarm Payrolls (Nov) β 16:30
π₯ USA β Unemployment Rate (Nov) β 16:30
πΊπΈ USA β Manufacturing/Services/Composite PMI (Nov) β 17:45
Wednesday, December 17
No major events
Thursday, December 18
πͺπΊ EU β ECB Rate Decision β 16:15
πΊπΈ USA β Initial Jobless Claims β 16:30
π₯ USA β CPI (Nov) β 16:30
Friday, December 19
πΊπΈ USA β Fed Balance Sheet β 00:30
π·πΊ Russia β Central Bank Rate β 13:30
π₯ USA β PCE Price Index (Oct) β 16:30
πΊπΈ USA β Consumer Inflation Expectations (Dec) β 18:00
π 2025βs Top 15 FDV Projects Launched
Changpeng Zhao posts strange videos.
Are you chasing a DOGE pump or dreaming of a return to Binance? Your move π€·ββοΈ
BTC flirted with $80k yesterday, but buyers pushed it back up to around $89k.
Sell pressure remains, but we got a small respite.
Perhaps the crypto marketβs good news is that Sailorβs Strategy remains in the Nasdaq 100 index π
The S&P 500 could hit 7,000 if the Santa Claus Rally repeats.
Statistically, the S&P 500 has risen about 79% of the time during the New Year period since 1929.
Let's all call Santa so BTC has one less reason to fall during the holidays π
Vitalik Buterin didnβt wait for altseason and sold UNI, KNC, and DINU for a total of 16,796 USDC.
Vitalikβs family can count on good gifts π
#cryptomorning