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Yesterday — 10 December 2025Main stream

Why Traders Now Treat Crypto Prediction Markets Like Real-Time Shadow Polls

10 December 2025 at 16:16

Prediction markets tied to crypto rails now function like shadow polls that update in real time, with prices that embed money-backed views on elections, technology milestones, and macro data.

Traders who once scanned polling averages and pundit columns increasingly check market odds first, because order flow reacts within minutes to new information and compresses competing narratives into a single number that moves with conviction.

Media desks and professional bettors have folded these indicators into their workflow precisely because liquidity concentrates attention, while order books reveal when conviction is thin. Prices that shift before poll releases or commentary give forewarning that sentiment has just turned, and the speed advantage often appears during weekends, holidays, or late nights when traditional coverage slows.

Prediction Market Liquidity and Signal Quality

Liquidity and fee structures shape how useful these markets can be, because tighter spreads and deeper books reduce noise and let prices carry more information. Where order books fill quickly, small traders cannot shove prices around with shallow size, and that dynamic improves the odds that an observed move is a genuine shift rather than an echo of thin volume.

Calibration against final outcomes remains the test that matters, so traders track how often pre-event odds sat near the realized probability.

Misses still occur and sometimes cluster during polling errors, yet the markets tend to pull back toward neutrality faster once contradictory evidence appears, since stale views cost money when the other side steps in.

The platforms that standardize wording, enforce clear resolution sources, and police ambiguous markets give participants more confidence that the edge will not evaporate at settlement.

Regulation, Media Adoption, and the Next Test

Policy treatment determines how far these markets can scale in the United States, and rulemaking over event contracts now sits at the center of that path.

Against all odds.

Polymarket’s U.S app is now being rolled out to those on the waitlist.

We’re launching with sports — followed by markets on everything. pic.twitter.com/WOoVMszrqc

— Polymarket (@Polymarket) December 3, 2025

Clearer distinctions between illegal gambling and permissible information markets would channel demand into supervised venues, enable stronger surveillance, and support broader participation without forcing activity offshore.

Newsrooms and research shops now publish charts that track market odds alongside polling, because readers want to see what money thinks at the very moment a headline breaks.

That feedback loop can turn prices into part of the story, yet it also raises the bar for verification, since a fast price move still needs context on who is trading, how much size hit the book, and whether liquidity conditions magnified the jump.

Crypto rails changed the mechanics by removing banking friction for small stakes, enabling near-instant deposits, and keeping markets open through the night, which means odds now update during periods when legacy venues sit idle.

The next test arrives during policy-heavy weeks when central-bank decisions, court rulings, or election filings hit in quick succession, because stacked catalysts expose whether markets digest information or simply amplify noise.

If depth holds, spreads stay tight, and prices step rather than lurch, the signal strengthens, and more desks will treat these odds not as a sideshow but as a baseline input that earns a permanent slot on the dashboard.

The post Why Traders Now Treat Crypto Prediction Markets Like Real-Time Shadow Polls appeared first on Cryptonews.

Ethereum Rises As Altcoin Season Fear Eases And Select Tokens Join The Move

10 December 2025 at 11:41

Sentiment across the market shows a mild improvement today, with the Fear and Greed Index rising to 30 after spending much of the past two weeks in the lower twenties and briefly touching extreme fear levels that had pushed many participants into defensive positioning.

Bitcoin is trading near $92,000 after a stretch of uneven activity that began in late November, and the steadier tone around the largest asset has created a backdrop in which a small group of altcoins can advance without relying on abrupt, flow-driven bursts.

Bitcoin Price (Source: CoinMarketCap)

Ethereum sits at the center of that shift as its performance often sets expectations for how much risk the market is willing to take.

Ethereum Extends Its Climb On Firmer Market Structure

Ethereum (ETH) is currently trading around $3,330, up by about 7% over 24 hours, and the increase is supported by an improvement in both spot and derivatives participation, with deeper books and steadier bidding in ranges that had previously struggled to hold during last week’s retreat.

Activity across major venues indicates that traders who had reduced exposure during the November drawdown are gradually re-entering positions, not because sentiment has shifted dramatically, but because the asset’s day-to-day usage and continued demand for block space provide a degree of stability even when the wider environment remains cautious.

This pattern allows Ethereum to function as an early gauge of whether the current relief has staying power, since its liquidity and scale often give it the ability to recover before smaller assets regain enough confidence to follow.

Monero Gains As Privacy Demand Holds Steady

Monero (XMR) is trading near $404, up by roughly 12% in 24 hours, and the climb aligns with periods in which privacy-oriented tokens receive renewed attention from communities that maintain consistent usage regardless of broader sentiment shifts.

The MAGIC Monero Fund has started a second fundraiser to further increase Monero's fuzzing harnesses!

'The goal of this proposal is to continue working with AdaLogics to improve the overall code coverage of Monero in general.' https://t.co/8QMBp9XeVm

— Monero (XMR) (@monero) December 8, 2025

Depth across several exchanges shows more orderly conditions than last week, with a distribution of bids that implies steady interest rather than isolated buying, which is notable because privacy assets often strengthen when markets search for tokens with established user bases and reliability rather than speculative catalysts.

Mantle Tracks Layer 2 Engagement As Liquidity Improves

Mantle (MNT) is trading near $1.20, up by about 7% in 24 hours, supported by consistent throughput and engagement across the Layer 2 ecosystem that underpins its value.

The token has climbed back above ranges that came under pressure during last week’s downturn, and turnover now sits noticeably higher than the levels seen during the most severe portion of the recent selloff.

This behavior aligns with the tendency for infrastructure and scaling tokens to recover earlier than many smaller assets when sentiment begins to ease, because they rely on live activity and measurable network growth rather than short-term narrative swings.

Altcoin Season Still Out Of Reach Despite Signs Of Relief

The rise in the market sentiment and today’s scattered gains among Ethereum, Monero, and Mantle demonstrate that the market is willing to experiment with selective positioning, yet the structure of flows suggests that a broad altcoin season remains distant.

Bitcoin continues to anchor sentiment near $92,000, and most major tokens remain confined to narrow ranges while participants wait for clearer macro signals, steadier global liquidity conditions, and confirmation that the recent improvement does not fade with the next shift in funding or equities.

For now, the recovery resembles the early-stage attempt to stabilize rather than the altcoin season ready for wide rotation, although the presence of consistent activity in a few established networks shows that the market has not fully retreated from altcoin exposure even as caution remains the prevailing influence.

The post Ethereum Rises As Altcoin Season Fear Eases And Select Tokens Join The Move appeared first on Cryptonews.

Before yesterdayMain stream

The Unbanked Billion: Why AGI Will Choose Bitcoin Over Dollars

9 December 2025 at 14:26

Software agents now plan travel, shop online, and negotiate subscriptions; the next step extends that autonomy from clicks to settlement, since a wallet can be created in code and funded without manual steps.

That shift recasts payments as an API call, and it places public chains and stablecoins in the centre of a new transaction layer that never sleeps.

The idea is not science fiction for distant horizons; it follows directly from how agents already fetch data, route tasks, and make bounded choices, which means a wallet simply gives those choices a way to clear. Once an agent can hold value, it can pay for compute, storage, and data, and it can accept income for work completed, such as labeling, scraping, modelling, or orchestration.

The practical consequence lands in market microstructure rather than marketing slogans, because autonomous clients transact in small bursts at high frequency, and that behaviour rewards always-on rails with low fees, programmable controls, and finality that does not depend on banking hours.

AI Agents and On-Chain Wallets

An agent that operates through a browser or a scripted environment can generate an address, set spending rules, and move funds under policy constraints defined by its owner, and that capability removes the need for a traditional account in many machine contexts.

Bitcoin and major stablecoins already settle value at any hour, and they provide deterministic outcomes that agents can reason about, which reduces operational risk for machine workflows.

In this setting, the wallet becomes a permissions system as much as a purse, since owners can impose daily limits, permitted counterparties, and audit trails, while services can demand proof of funds, time-locked payments, or escrow before fulfilling requests.

Machine wallets then pay other machines for access to GPUs, curated datasets, retrieval bandwidth, or specialised tools, with pricing expressed in tokens that settle quickly and atomically.

A parallel economy can emerge from these loops, because agents often trade with other agents rather than with people, which creates a constant order flow that ties token liquidity to the cost of compute and the value of data.

🚀 Nansen launches @Nansen_AI a mobile agent bringing onchain data, portfolio insights & soon trading—AI-driven markets. #Crypto #AIhttps://t.co/IEk2JBvVUV

— Cryptonews.com (@cryptonews) September 25, 2025

Policy, KYC, and the Fiat-Crypto Bridge

Rules will decide the shape of this market as surely as code will, since financial regulators must map identity, liability, and records to transactions that no banker keys in by hand.

A workable pattern places a verified human or company at the perimeter, delegates spend authority to an agent, and binds the wallet to controls that can be inspected, suspended, or revoked when thresholds or alerts trigger.

Consumer protection fits into that model through disclosures and limits that mirror card frameworks, while anti-abuse controls track flows without forcing every low-value machine payment through manual review.

Payment companies can bridge fiat and crypto by linking fiat balances to on-chain rails for settlement, and by allowing agents to draw against prefunded sources that are tied to known principals.

The result is a system where Bitcoin and major stablecoins clear routine tasks and periodic invoices, banks remain central for fiat entry and exit, and auditability improves because policies live in code rather than policy binders.

The post The Unbanked Billion: Why AGI Will Choose Bitcoin Over Dollars appeared first on Cryptonews.

Bitcoin Stalls Near $90K as Select Altcoins Rally, Leaving ‘Altcoin Season’ on Hold

9 December 2025 at 11:12

Fear continues to shape the market even though the sharp panic of late November has eased. The Fear and Greed Index now prints 25, placing sentiment inside the fear band without dipping back into extreme readings.

Bitcoin is trading a little above $90,000 with a small recovery from earlier lows, and the market continues to behave as though it is still sorting through recent losses rather than preparing for a broad turn in risk appetite.

Within that restrained environment, only a few altcoins are showing clear strength. Zcash, MemeCore, and Cardano are moving higher while the majority of large caps remain muted. Their performance offers a narrow window into how traders position themselves when the wider market hesitates but does not fully retreat.

Fear and Greed Index (Source: CoinMarketCap)

Zcash Shows Its First Meaningful Bounce After Heavy Losses

Zcash (ZEC) is now trading around $426, up by about 10% in 24 hours, and its rise stands out because the token fell sharply from a peak near $700 in November before losing close to 30% across the month.

Trading data today shows firmer depth and a pickup in spot volume across several venues, which indicates that market participants are revisiting liquid privacy names now that the steepest part of the decline has passed.

The rebound still leaves ZEC far from last month’s high, yet the current structure looks steadier than earlier attempts at recovery. Activity is spread across several markets rather than concentrated in narrow windows, which suggests a more stable footing for the token as sentiment steadies around the mid-twenty fear readings.

MemeCore Advances On Continued Community Activity

MemeCore (M) is trading near $1.34, up by about 9% in 24 hours. The move follows a period where engagement inside its community continued even during last week’s extreme fear conditions.

MemeCore Price (Source: CoinMarketCap)

Trading screens show stable liquidity on its active pairs, and on-chain usage linked to staking and social features remains visible enough to support small bursts of momentum whenever market pressure slows.

The rise today appears tied to that ongoing participation instead of a single driver. MemeCore has tended to perform best when traders look for tokens supported by active user bases rather than one-off events.

Cardano Edges Higher With Large Cap Rotation

Cardano (ADA) is trading near $0.45, up by about 3% in 24 hours. The growth is modest but aligns with behavior seen across other large caps in recent sessions, where liquidity remains firm and flows turn balanced once Bitcoin stabilizes.

Help shape the next generation of DeFi and RWA startups building on Cardano.

We are seeking Service Providers to deliver sessions and workshops for the Cardano Accelerator Program on startup relevant disciplines.

Interested? Apply by 4 January: https://t.co/5mkP8cv1TJ

— Cardano Foundation (@Cardano_CF) December 8, 2025

Trading volumes today show measured participation rather than strong accumulation, yet ADA continues to benefit from being one of the more established networks during risk-averse periods.

Cardano’s move does not alter its longer trend, but it illustrates how stable large caps often move first when markets pause after declines.

Altcoin Season Still Out Of Reach Despite Small Pockets Of Strength

The overall picture still leans toward caution. A fear reading of 25, Bitcoin holding just above $90,000, and limited rotation across major assets all point to a market that has not regained the breadth usually associated with altcoin season.

The advances in Zcash, MemeCore, and Cardano show that selective interest persists, but the gains remain narrowly concentrated and depend heavily on liquidity and existing user activity rather than broad enthusiasm.

For now, altcoin season sits at a distance, with only small pockets of momentum taking shape while sentiment remains anchored in the lower bands of the fear index.

The post Bitcoin Stalls Near $90K as Select Altcoins Rally, Leaving ‘Altcoin Season’ on Hold appeared first on Cryptonews.

OKX CEO Star Xu Says 50% of Global Economy Will Run On Blockchain

8 December 2025 at 15:47

During Abu Dhabi Finance Week, OKX Chief Executive Star Xu said, “approximately 50% of global economic activities will operate on blockchain” in the coming decades.

He framed the shift as demand from a generation raised on digital services, mobility, and artificial intelligence. Xu described blockchains as programmable financial rails that move value “freely, instantly, and globally, 24/7.”

He positioned the trend as infrastructure, not a trading call, pointing to stablecoin settlement growth, multi-trillion on-chain asset values, and expanding wallet counts. He also noted ongoing regulatory work in major markets that is building channels for compliant activity.

The next chapter of an onchain economy begins with trust.

Our Founder & CEO @Star_okx takes the stage at @ADFinanceWeek to discuss how blockchain can drive global economic empowerment.

🗓 8 Dec | 1:35pm
📍 Mainstage, ADQ Arena pic.twitter.com/jgq6MchLZz

— OKX (@okx) December 8, 2025

Why OKX’s Xu Sees Demand For On-Chain Finance

Xu linked the moment to past cycles in internet, mobile, and cloud, arguing the next step is a “financial internet” where storage, transfer, and settlement are software-driven and auditable.

He said current infrastructure can meet institutional needs, citing account integrations, low-friction user flows without gas fees, and throughput targets measured in millions of transactions per second.

Security goals mirror bank accounts, while on-chain identity, analysis, and audit features are intended to raise transparency. His view is that open and efficient systems tend to win over time, and that the internet generation is pressing finance toward an always-on standard.

He added that regulators in jurisdictions such as the United States and Singapore are building frameworks that move activity from pilots to production.

Bitcoin, Stablecoins, And Tokenization In Practice

Xu called Bitcoin “digital gold” for younger holders and pointed to institutions adding exposure on balance sheets. He portrayed stablecoins as a parallel payment channel that allows near real-time cross-border settlement, including units tied to the U.S. dollar and regional fiat.

He placed tokenization at the center of market structure change, with funds and government bonds entering continuous on-chain venues that offer transparent pricing and compliance controls.

Looking ahead, he outlined a model where users hold self-custody wallets, identity is portable, and issuance and settlement run on a single base layer.

“More open, transparent, and efficient systems will ultimately prevail,” Xu said, adding that the internet generation is already building toward that outcome.

The post OKX CEO Star Xu Says 50% of Global Economy Will Run On Blockchain appeared first on Cryptonews.

Altcoin Season Breathes Lightly As Canton, Ethena And Ondo Rise In A Cautious Market

8 December 2025 at 10:52

The crypto market continues to operate under a cautious tone, yet today shows a small improvement. The Fear and Greed Index sits near 24, a level that keeps sentiment inside the fear range but still marks progress from last week’s deeper lows.

Bitcoin is now trading around $90,000 with a gain of about 1% over 24 hours, and that move has eased some of the pressure that defined recent sessions.

Bitcoin Price (Source: CoinMarketCap)

Most large caps remain quiet, although several mid-caps are advancing. Canton, Ethena, and Ondo stand out with steady climbs that align with a backdrop where traders engage selectively while still avoiding widespread risk-taking. These moves do not indicate a broad altcoin season, but they reveal where participation resumes when the market shifts from extreme stress to controlled caution.

Canton Shows Renewed Interest In Its Network Activity

Canton (CC) is trading around $0.074, up by roughly 19% in 24 hours. Liquidity has improved across major venues, and order flow is more balanced than earlier this week.

Privacy should be the foundation. Not an update to the system.

— Canton Network (@CantonNetwork) December 6, 2025

On-chain activity around its coordination and settlement functions continues to draw attention from users who track enterprise-oriented experiments, and this interest appears to support today’s rise. The price structure suggests a transition from quiet trading toward a more stable upward pattern.

Ethena Lifts As Its Synthetic Dollar System Steadies

Ethena (ENA) is trading near $0.28, up by about 11% in 24 hours. Recent data show a more consistent balance between funding costs and open interest, which indicates that its synthetic dollar framework is operating without the uneven spikes seen in previous weeks.

Spot flows lean toward accumulation and remain spread across several active venues. The token continues to act as a reference point for yield-related designs during periods when the market prefers moderate exposure.

Ondo Climbs On Ongoing Interest In Tokenized Yield

ONDO is trading near $0.48 with an increase of about 8% over 24 hours. Trading activity suggests continued interest in tokenized treasury products, supported by steady demand for yield that connects crypto infrastructure with traditional markets.

ONDO Price (Source: CoinMarketCap)

Liquidity on major pairs remains firm, and turnover now exceeds levels recorded in recent sessions. This behaviour keeps Ondo inside rotation lists whenever market tension eases.

Altcoin Season Still Limited, but No Longer Suffocated

Altcoin season remains distant, yet the rise from extreme fear levels has lowered stress across the market. Bitcoin’s ability to remain above $90,000 reduces forced selling and gives the market enough space for selective rotation.

The strength in Canton, Ethena, and Ondo shows that capital is returning slowly to tokens with steady activity and clear user bases, even though most participants still prefer caution.

For now, the environment remains defensive, but the combination of a higher Fear and Greed reading and several advancing names indicates a market that has moved from severe pressure to a quieter, more balanced phase.

The post Altcoin Season Breathes Lightly As Canton, Ethena And Ondo Rise In A Cautious Market appeared first on Cryptonews.

Why This Santa Claus Rally Setup Leaves Bitcoin One Shock Away From Support Retest

5 December 2025 at 14:23

Bitcoin is now trading near $89,000 after slipping under $90,000 again, and most large-cap tokens are lower on the day, which keeps the Crypto Fear & Greed Index around 25 and indicates that anxiety has eased only slightly from last week while conviction remains thin and easily shaken by routine headlines.

The seasonal “Santa Claus rally” enters the conversation each December because equity desks track a tendency for late-month strength, yet for digital assets, the calendar effect only matters when liquidity and positioning are prepared to carry bids across sessions rather than fade into the close, which is not the profile this market has shown in recent days.

Bitcoin Price (Source: CoinMarketCap)

Seasonality Needs More Than A Calendar

If a holiday lift is going to matter for crypto, order-book depth on the largest spot pairs needs to rebuild into and after the United States session so that routine headline flurries do not push price through thin ladders, and spreads need to remain tight during moderate selling so execution costs do not sap appetite for adding risk late in the day.

Derivatives should confirm the shift with funding that moderates without relying on squeeze-driven bursts and with a futures basis that settles toward neutral rather than flipping repeatedly, because those signs show that leverage is resetting in a controlled way.

Flows then complete the picture when creations for spot Bitcoin products appear in a steady run instead of one-off prints and when net stablecoin issuance turns higher for more than a session or two, since those patterns show new dollars entering rather than the same capital recycling through a narrower set of venues.

Strategy Wrapped pic.twitter.com/wcIucX0RpT

— Strategy (@Strategy) December 5, 2025

Triggers That Could Decide December

Macro drivers still shape the path into year-end because a firm dollar and higher yields have repeatedly leaned on risk assets, meaning that softer rate expectations would remove a headwind, while any renewed hawkish tone would keep bids cautious and push market makers to carry less inventory through event windows.

Rotation beyond Bitcoin usually follows improved depth in the leader rather than leading it, so a healthier backdrop would show advances broadening from Bitcoin into larger caps only after order books thicken and funding calms.

For desks that watch sentiment, the index near 25 says fear dominates, yet not at the extreme levels seen earlier, which can allow short-lived rebounds on quiet days.

But a durable turn requires evidence that arrives together rather than piecemeal, including deeper books through the U.S. close, steadier funding and basis across multiple sessions, a visible run of ETF creations, and a rise in net stablecoin supply that survives beyond a single headline cycle.

If those pieces align, the case for a December lift improves, and the seasonal story becomes a tailwind rather than a distraction, while in their absence, the market remains one adverse policy remark or liquidity wobble away from another test of support.

The post Why This Santa Claus Rally Setup Leaves Bitcoin One Shock Away From Support Retest appeared first on Cryptonews.

Crypto Winter Deepens As Altcoin Season Stalls And Only Zcash Manages A Lift

5 December 2025 at 13:01

Fear still hangs over altcoin season, but the sharp edge of panic has softened. The Crypto Fear and Greed Index is now 25, a modest recovery from November’s plunge near 10, yet the mood remains unsettled, and traders continue to move with hesitation rather than conviction.

Bitcoin sits just above $91,000 after falling steadily from yesterday’s $92,000, marking a 2% decrease over 24 hours.

Altcoins move inside that same heavy climate. Most large names sit in the red today, liquidity stays present, but flows lean toward defense, and new money prefers short-dated trades instead of long commitments.

Against that background, Zcash is one of the few popular tokens in positive territory, while Ethereum, Solana and Hyperliquid track the downtrend, which gives a clean snapshot of where capital still experiments and where it pulls back.

Bitcoin And Sentiment After November’s Shock

Bitcoin continues to dictate the tone. Derivatives screens show a reduction in leverage across both long and short positions, while spot flows lean toward sellers who continue to trim exposure after several weeks of steady declines.

Price action carries the look of a market still searching for stability, not one ready for a quick reversal.

Bitcoin Price (Source: CoinMarketCap)

Ethereum, Solana, and Hyperliquid Track The Pullback

Major altcoins follow that direction. Ethereum is trading near $3,090 after falling by roughly 2.5% in 24 hours, with order book activity showing more supply than demand at current levels. Solana sits near $134 after a 5.5% drop, extending the cooling that began once traders reduced exposure to high beta assets.

Hyperliquid is trading around $31, down by about 8%, and activity on its perpetual pairs has slowed compared with the pace seen in early November. These moves together show how broad the retracement remains, even as volatility cools relative to last week.

Zcash Holds A Bounce After Its November Peak

Zcash breaks from the trend. ZEC is trading near $384, up by about 10% in 24 hours, marking one of the few gains across large liquid names. The token had fallen steadily from its November peak near $700, yet recent market data show more active positioning at current levels and enough liquidity across venues to support a modest rebound.

Zcash@Zcash shared a series of updates covering key developments across the ecosystem. Highlights include:

@ZcashFoundation released its Q3 2025 report, highlighting engineering progress and the launch of the Shielded Aid Initiative to support privacy-preserving digital aid… pic.twitter.com/Nc06Yo759I

— House of ZK (@HouseofZK) December 2, 2025

The move does not form a new upward trend on its own, but it demonstrates the way privacy focused tokens can draw interest during quieter, defensive phases when traders search for assets with a historical pattern of occasional outperformance.

What This Phase Means For Altcoin Season

The current market still lacks the conditions for a broad altcoin season. Sentiment has improved from last week’s extreme lows, yet positioning remains conservative, and flows continue to concentrate in larger, more liquid assets.

Until Bitcoin can stabilize over a longer stretch and macro uncertainty eases, rotation is likely to stay narrow and sporadic. For now, the market sits in a phase where isolated tokens can rise on their own dynamics, but the overall environment still leans toward caution rather than a full risk recovery.

The post Crypto Winter Deepens As Altcoin Season Stalls And Only Zcash Manages A Lift appeared first on Cryptonews.

Bitcoin Holds Above $92,000, But Bears Have Not Left The Stage

4 December 2025 at 15:07

Bitcoin is currently trading over $92,000, roughly where it stood a day ago. The move steadies nerves after heavy selling, and the Crypto Fear and Greed Index near 27 suggests tension has eased from last week’s trough.

The open question is: does this resilience mark a turn or only a pause inside a still-fragile drawdown?

Bitcoin Price (Source: CoinMarketCap)

Bitcoin & Market Structure Signs

A durable shift usually starts with stronger market plumbing rather than price alone. Order-book depth on the largest spot pairs needs to be rebuilt into and after the U.S. session, since firmer ladders reduce the impact of headline spikes and help produce cleaner closes.

Derivatives should align with that picture; funding that moderates without relying on squeezes, and a futures basis that drifts toward neutral, indicate leverage is resetting in a controlled way. Those conditions support rallies that persist across sessions because cash demand replaces one-off covering that stalls before the close.

Flows add a second layer of confirmation. A stretch of net creations for spot Bitcoin products points to fresh capital rather than recycling, a pattern that has coincided with steadier settlement during past recoveries.

Rising net stablecoin issuance offers further evidence that cash is returning, while flat supply often maps to bounces that fade.

Bitcoin is for everyone. https://t.co/Hdn2KvSrkH

— Strategy (@Strategy) December 3, 2025

Policy And Rotation Risks

Policy and the dollar still frame risk appetite across assets. Rising yields and a firm dollar have leaned on crypto during risk-off episodes, so relief in rates would remove a headwind. Central-bank calendars continue to matter for intraday tone even when crypto-specific news is quiet.

Rotation outside Bitcoin typically follows, not leads. Large-cap tokens tend to stabilize after Bitcoin depth improves and spot-product flows settle. When the leader’s order books remain thin, altcoins attract only tentative interest, and relative strength rarely lasts through regional handovers.

For now, holding above $92,000 trims immediate pressure and buys time. Clear evidence that a bear phase is ending would arrive together: deeper books through the U.S. close, steadier funding and basis, a run of spot-ETF creations, and an upswing in net stablecoin supply.

Without that mix, the market remains one adverse headline away from another test of support, and larger allocators are likely to stay cautious.

The post Bitcoin Holds Above $92,000, But Bears Have Not Left The Stage appeared first on Cryptonews.

Bitcoin Near $92K Steadies Market as Curve, Bittensor and Avalanche Lead Altcoin Rotation

4 December 2025 at 10:48

Sentiment continues to ease after last week’s extreme fear, with the Fear and Greed Index climbing to 27 and moving the market further away from the intense stress that defined recent sessions.

Bitcoin is trading near $92,000 with steadier ranges and lower liquidation pressure, which improves conditions across major spot venues and reduces the abrupt volatility that shaped the past two weeks.

This shift does not yet create the conditions for a full altcoin season, although it does support selective rotation into projects that maintain clear usage or active development tracks. Curve DAO Token, Bittensor, and Avalanche fit that profile today with moves that align with themes still drawing attention despite restrained risk appetite.

Curve DAO Token Sees Quiet Repricing

Curve DAO Token (CRV) is trading near $0.42, up by about 8% in 24 hours, supported by deeper liquidity and higher participation across stablecoin pools. The token’s position inside large liquidity routes keeps it relevant when traders prefer tokens linked to functional DeFi infrastructure rather than speculative stories.

Recent volumes show more consistent order flow after a stretch of uneven activity, and the market continues to monitor Curve’s incentive structure and ongoing work on pool adjustments. These elements form a practical base for CRV during a period when many DeFi tokens are still recovering from last week’s pressure.

Bittensor Steadies With Ongoing AI Network Activity

Bittensor (TAO) is now trading around $299, up by roughly 6%. Activity across its subnet ecosystem remains healthy, and staking and validator metrics show stable engagement with decentralized compute work.

TAO Price (Source: CoinMarketCap)

The token benefits from continuing interest in open artificial intelligence networks that provide measurable output rather than relying entirely on narrative-driven momentum.

This stability has helped TAO avoid the deeper swings seen in other high-profile tokens during the recent fear phase. The current move aligns with gradual repositioning toward networks supported by ongoing participation and verifiable utility.

Avalanche Improves As Liquidity Returns

AVAX is near $14.7, up by about 5% in 24 hours. The token moves with recovering liquidity across its major pairs and with activity linked to subnets and scaling efforts. While overall rotation remains selective, Avalanche continues to draw interest from participants who want exposure to layer one ecosystems that still report consistent development and deployment.

What does it mean to be “Powered by Avalanche”? pic.twitter.com/8yPA9UQq5l

— Avalanche🔺 (@avax) December 4, 2025

The token’s climb remains measured but fits today’s environment, which favors projects that maintain active pipelines and steady integration work rather than those driven only by short-term sentiment.

Altcoin Season Outlook As Pressure Fades

The shift from extreme fear to a reading near 27 creates slightly better conditions for altcoins, although markets still operate within cautious ranges. Bitcoin’s stable behavior near 92000 reduces the abrupt swings that halted rotation last week and allows flows to return gradually to DeFi, artificial intelligence, and layer one networks.

CRV, TAO, and AVAX show how the earliest stages of rotation can form when sentiment improves at the margins. While this is not yet a full altcoin season, the combination of reduced volatility and clearer engagement across these networks indicates that market structure is steadier than during last week’s low point.

The post Bitcoin Near $92K Steadies Market as Curve, Bittensor and Avalanche Lead Altcoin Rotation appeared first on Cryptonews.

Strategy Floats Possible Bitcoin Sales As MSCI Review Nears Deadline

3 December 2025 at 14:07

Bitcoin is trading near $92,000, up by about 5% over 24 hours, as attention turns to how index rules and treasury policy could intersect in coming weeks. MSCI has an active consultation on the treatment of companies whose treasuries hold digital assets or whose business models are materially linked to them, with feedback windows running into January 2026, according to MSCI’s consultation materials.

In parallel, Strategy’s leadership has acknowledged the option to sell Bitcoin under specific circumstances, a shift in tone after years of continuous accumulation.

In a recent company update, Strategy CEO Phong Le described sales as a last-resort tool if balance-sheet metrics deteriorate, according to coverage and recordings of the briefing.

MSCI’s Consultation and Index Mechanics

MSCI’s review outlines scenarios in which index eligibility, classification, or weights could change if a firm’s risk profile is driven mainly by a digital asset rather than an operating business.

Outcomes range from unchanged inclusion to adjusted treatment or removal, with implementation details and timing to follow the comment window.

Any exclusion would force benchmark-tracking funds to rebalance according to index family rules, constituent weight, and transition procedures.

Liquidity can absorb staged flows, yet turnover tends to spike on effective dates, and moves often amplify when both equity and crypto depth are thin. Strategy’s share price has traded with high Bitcoin beta, which can compound swings during tight liquidity.

Strategy’s Toolkit If Price Pressure Persists

Strategy built its position through cash, convertible debt, and at-the-market equity programs. Management has now described sales as a last-resort tool if balance-sheet metrics deteriorate, a framing that puts liquidity and capital costs ahead of a rigid buy-only stance.

Strategy announces $1.44B USD Reserve and now hodls 650,000 $BTC. pic.twitter.com/FNFivMNQgh

— Strategy (@Strategy) December 1, 2025

Sustained spot levels below recent add prices raise the effective cost of issuance and debt, while any equity-to-NAV discount can slow net additions.

If sales occur, sequencing becomes a choice between faster de-risking to stabilize leverage and a paced approach to limit market impact, each with different implications for realized gains and tax outcomes.

What Markets Watch Next

On the index side, investors will look for the consultation’s conclusion, any grace period, and whether changes are phased. On the corporate side, filings will be read for updates to issuance plans, leverage targets, treasury language, and purchase cadence.

Crypto-linked flows still shape the backdrop. Net creations in spot Bitcoin products, exchange balances, and order-book depth across BTC and ETH pairs help determine whether equity moves tied to crypto exposure settle or extend.

When depth rebuilds and product creations turn positive together, risk typically steadies; when those series soften while index decisions approach, volatility can rise into the event window.

The current Bitcoin bounce trims immediate pressure, yet policy signals and index rules still define the near-term path. MSCI’s review and Strategy’s contingency language now share a calendar, and together they will determine how crypto-heavy corporate exposure fits within mainstream equity benchmarks.

The post Strategy Floats Possible Bitcoin Sales As MSCI Review Nears Deadline appeared first on Cryptonews.

Bitcoin Rebounds Above $92K as Fear Eases and SUI, LINK, and 2Z Surge

3 December 2025 at 13:50

The market has moved out of extreme fear for the first time in days. The Crypto Fear and Greed Index now sits at 22 after spending most of last week between 10 and 17.

Bitcoin has climbed above $92,000 with a 5% gain over 24 hours, easing the pressure that defined recent trading. Sentiment is still fragile, but the rebound removes some of the strain that built during last week’s selloff.

This shift creates an environment where a few altcoins can advance even though the market has not fully recovered. DoubleZero, Sui, and Chainlink are among the strongest performers today, each rising on increased participation and renewed interest in specific themes.

Their moves sit in contrast to the wider market, where most assets remain cautious, and liquidity concentrates around established names.

Fear and Greed Index (Source: CoinMarketCap)

Sui: New Market Access Drives Activity

SUI is currently trading near $1.71 after rising 21% in the past 24 hours. The move comes after new access opened for New York-based users, which expanded available liquidity and increased inflows from regions that previously could not participate.

From seamless assets to fast-reflex gameplay, Sui is powering a new standard for shooters.@xocietyofficial is now live in Early Access on the Epic Games Store.

Powered by Sui for speed and scale. Play it on SuiPlay0X1.

Go play👇 pic.twitter.com/JHVoKZumSh

— Sui (@SuiNetwork) December 3, 2025

Spot data shows activity spread across large venues rather than pushed by a single impulse. The recent supply unlock of more than $80 million in tokens did not suppress demand, and today’s move indicates that the market has absorbed that event more comfortably than expected.

Chainlink: Utility Driven Engagement

Chainlink (LINK) is now trading around $14.5 after gaining 17% on the day. It remains one of the more liquid assets outside the largest layer ones, which often helps it perform when traders return to names with established use cases.

LINK Price (Source: CoinMarketCap)

Data feeds and Oracle integrations continue to anchor its role in various applications. This stability keeps LINK active during sessions where the market is still recovering from the aftereffects of fear.

DoubleZero: Rotation Into Mid Caps

DoubleZero (2Z) is trading near $0.137 with a 25% gain in 24 hours. Market data points to rotation into mid-cap tokens after Bitcoin’s rebound. Depth across active pairs has increased, and volume sits above last week’s averages.

The project continues to benefit from attention around tokens linked to liquidity incentives and early-stage trading models. There is no single catalyst today, but sentiment toward smaller structured products has improved after last week’s panic selling.

Altcoin Season Still Restricted

Even with today’s gains, the current phase does not resemble a full altcoin season. The index remains in fear, rotation is selective, and liquidity concentrates around tokens that already have strong market structures or clear engagement routes.

Last week’s severe reading of 10 shaped expectations, and the move to 22 shows some recovery but not a return to risk-seeking behavior.

For now, the market rewards tokens with distinct use cases, firm liquidity, or new access events. The wider environment remains cautious, shaped by recent liquidations and mixed macro signals.

Altcoin season is still distant, but isolated pockets of strength show that the market is no longer locked in the extreme fear that dominated late November and early December.

The post Bitcoin Rebounds Above $92K as Fear Eases and SUI, LINK, and 2Z Surge appeared first on Cryptonews.

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