XRP proponents are making merry after Bitcoin author Natalie Brunell shared an eye-opening summary of her weekend interactions with investors. Her account describes a long list of doubts that still surround the world’s largest cryptocurrency.
BPCE, France’s second-largest banking group, has begun rolling out crypto trading inside its mobile banking apps. With the move, it becomes one of the first major European lenders to offer direct access to digital assets.
XRP holders frustrated by slow pace have been urged to rethink their expectations, especially considering how long it took major tech companies to become successful. The comparison has stirred fresh discussions about patience for XRP holders, as the coin’s price continues to underperform even amid ETF investments.
Michael Saylor’s Strategy has added another major stack of Bitcoin to its balance sheet as markets attempt to reclaim bullish momentum.
Key Takeaways:
Strategy bought 10,624 BTC for $962.7 million, boosting its total holdings to 660,624 BTC.
The entire purchase was funded through $963 million raised via ATM sales of STRD and MSTR shares.
Strategy built a $1.44 billion cash reserve to reassure investors and strengthen dividend stability amid market volatility.
In a Monday post on X, Saylor revealed that Strategy purchased 10,624 BTC for roughly $962.7 million, paying an average price of $90,615 per coin.
The company now holds 660,624 BTC acquired for a total of $49.35 billion at an average price of $74,696 per Bitcoin, according to Strategy’s Form 8-K filing with the US Securities and Exchange Commission.
Strategy Funds Latest Bitcoin Buy With $963M in ATM Share Sales
According to the SEC document, Strategy financed the latest buy through its ongoing at-the-market (ATM) equity offering program, selling 442,536 shares of STRD preferred stock and 5.13 million shares of MSTR common stock between December 1–7, generating $963 million in net proceeds.
The filing shows that all BTC purchased during this period was funded directly from ATM proceeds, continuing a pattern that has now become central to Strategy’s corporate playbook.
Strategy has acquired 10,624 BTC for ~$962.7 million at ~$90,615 per bitcoin and has achieved BTC Yield of 24.7% YTD 2025. As of 12/7/2025, we hodl 660,624 $BTC acquired for ~$49.35 billion at ~$74,696 per bitcoin. $MSTR$STRC$STRK$STRF$STRD$STREhttps://t.co/oyLwSuW7nW
Last week, Strategy CEO Phong Le said the company’s newly built $1.44 billion cash reserve is designed to quiet investor anxiety over its ability to withstand a sharp downturn in Bitcoin.
Le said the move followed weeks of speculation about whether the firm could continue meeting its dividend and debt commitments if market conditions worsened.
“We’re very much a part of the crypto ecosystem and Bitcoin ecosystem,” Le said. “Which is why we decided a couple of weeks ago to start raising capital and putting US dollars on our balance sheet to get rid of this FUD.”
Concerns over Strategy’s dividend stability had grown louder in recent weeks as Bitcoin retreated from its highs.
Last week, Le said Strategy would only consider selling Bitcoin if the stock dropped below net asset value and the company lost the ability to raise additional funds.
Strategy has also introduced a new “BTC Credit” dashboard, which it says shows the company holds enough assets to service dividends for more than 70 years.
Bitcoin Eyes Breakout as Analysts Predict Fed “Dovish Surprise” Could Ignite Rally
As reported, Bitcoin’s bounce above $92,000 has revived optimism among traders who believe this week’s Federal Reserve meeting could unlock the next leg of the rally.
Analysts at the London Crypto Club argue that a fresh wave of liquidity from the Fed may act as a powerful catalyst, especially after the market spent two months retracing nearly all of its yearly gains.
In a new note, analysts David Brickell and Chris Mills said they expect a “dovish surprise,” predicting the Fed will inject liquidity through a creative bond-buying mechanism while continuing its rate-cutting cycle.
They argue that expanding the balance sheet to “monetise the deficit” could create a strong macro tailwind for Bitcoin heading into the new year, particularly as traders look for a signal that restores confidence.
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According to reports, a well-known crypto commentator/investor who goes by the handle Crypto X AiMan has sold all his Bitcoin and moved the proceeds into XRP. He says four reasons drove his decision, and the move has stirred debate across trading circles.
Investor Dumps Bitcoin For XRP
AiMan, who says he first bought Bitcoin when it traded at $3,000, told followers that legal clarity is the main reason for his shift. He pointed to a July 2023 court ruling by Judge Torres that found certain programmatic XRP sales were not securities.
According to him, that court decision gives XRP a different standing from many other tokens. He also noted that US regulators often treat Bitcoin as a commodity, a stance reiterated by former SEC Chair Gary Gensler. AiMan framed the court outcome as a rare, explicit legal test that favored XRP.
He highlighted another factor: Ripple’s large holdings. Based on company disclosures, Ripple holds close to 40 billion XRP, nearly 40% of the total supply. AiMan argued those reserves could support future use cases if Ripple or its partners chose to deploy the tokens for payments.
I just sold ALL my Bitcoin.
Yes, you read that right.
I went 100% all-in on XRP.
Here’s why:
XRP is the only crypto with legal clarity in the United States (won the SEC case, not a security).
Ripple owns ~40B XRP and is partnered with 300+ banks, central banks, and payment… pic.twitter.com/tRzpiKPas5
He called XRP faster and cheaper to move than Bitcoin, saying it is built for cross-border transfers — a point he used to contrast XRP’s utility with Bitcoin’s role as a store of value. He also ran through a market-size scenario.
Market analysts have projected the cross-border payments market at $250 trillion by 2027, and AiMan suggested that even a 1% share of that volume could mean big gains for XRP.
He admitted the trade is extreme: “If I’m wrong? XRP probably goes to zero, and I lose everything,” he said. He added that if he is right, the payoff would be huge.
XRP’s Legal Advantage
Market reaction has been mixed. Based on reports from data providers, traders are taking large short positions against XRP. Coinglass figures show XRP with $15 million in shorts versus $0.6 million in longs — a roughly 96% short allocation and a shorts-to-longs ratio near 25 to 1.
For comparison, Bitcoin had $131 million in shorts and $70 million in longs; Ethereum showed $110 million shorts and $58 million longs. Despite heavy shorting, XRP has posted daily gains at times, according to recent price movements.
Aggressive Shorts Dominate Positioning
Analysts say heavy short positions can indicate weak near-term sentiment. They also create technical risks, because a squeeze could push prices higher quickly if shorts are forced to cover.
That does not remove the core risks AiMan flagged and others raised: a big token allocation held by one company raises centralization concerns, and banks have not broadly shifted settlement rails to public tokens.
Bitcoin still has a market cap near $1.8 trillion and deeper liquidity, which many investors view as stability in a volatile market.
Featured image from Pexels, chart from TradingView
On Sunday, XRP staged a bounce to the $2.1 price level, flipping the market into a bullish atmosphere. However, on-chain metrics are flashing conflicting signals as the market splits between bullish and bearish narratives due to a disparity in investors’ actions on major exchanges.
A Two-Sided XRP Market Mood Emerges
XRP, a leading altcoin, has sent one of its most perplexing signals in recent months, leaving traders unsure about what to expect next in the market or price. Arthur, a market expert and official partner of the BingX crypto exchange, has outlined a distinct behavior among investors in two regions.
According to the market expert, the altcoin is exhibiting a mixed signal right now after examining the activity of investors on the Binance and Bithumb exchanges. Currently, investors on the Binance exchange are demonstrating bullish activity while those on Bithumb are displaying signs of weakening sentiment and uncertainty.
On the Binance side, Arthur noted that the supply of XRP on the exchange is experiencing a steady decline. This persistent withdrawal from the largest cryptocurrency exchange in the world is mostly carried out by large investors known as whale holders, which is causing a tightening supply.
Such a pattern extends beyond simple reshuffling from these key investors. Furthermore, it points to a strategic move by wealthy investors, who usually take action ahead of more general market trends. Historically, the movement of these high-value wallets’ assets away from centralized exchanges is a sign that the cohort could be getting ready for an impending market catalyst.
Meanwhile, on Upbit and Bithumb, the expert reported that there is a steady flow of XRP into the two largest crypto exchanges in South Korea. When coins flow into exchanges, it usually points to short-term selling pressure, suggesting that investors in the Asian region are currently locking in profits.
Heightened Demand For The Altcoin Via ETFs
Demand for XRP is still waxing strong in certain key areas, especially the Spot Exchange-Traded Funds (ETFs). Following weeks of market turbulence, institutional appetite for the altcoin appears to have increased, creating a strong new tailwind.
In another X post, Arthur reported that the altcoin has experienced steady inflows over the last 15 days, signifying the longest continuous run since funds tracking the token started trading. Within this timeframe, the expert highlighted that the funds have recorded a whopping $900 million Asset Under Management (AUM).
Despite modest price movement, this consistent flow of funds indicates that big investors are discreetly increasing exposure, indicating growing confidence in XRP’s long-term prospects. With the Clarity Act set to gain approval, the expert is confident that the development could attract more inflows into the funds. It may also see retail investors, institutional investors, and ETFs moving in a single direction.
Binance suspended an employee and alerted authorities after an internal probe found the staffer allegedly used insider information to publish a post from an official account.
Argentina’s central bank is reportedly considering whether to allow traditional financial institutions to offer crypto services, marking the potential lifting of a ban.
Bitcoin’s climb above $92,000 has stirred fresh optimism among market watchers who now believe this week’s Federal Reserve meeting could set off a far bigger rally.
Key Takeaways:
Analysts say a Fed-driven liquidity boost could send Bitcoin sharply higher after breaking above $92,000.
London Crypto Club expects a “dovish surprise” with rate cuts and balance sheet expansion acting as major catalysts.
Markets widely anticipate a 25bps cut, with lower rates historically fueling stronger demand for risk assets like Bitcoin.
Analysts at the London Crypto Club say a liquidity boost from the Fed on Wednesday may act as a powerful catalyst, potentially driving the world’s largest cryptocurrency “sharply higher.”
Fed Poised for “Dovish Surprise” as Analysts Warn Liquidity Wave Is Coming
In their latest note, David Brickell and Chris Mills argue that the central bank is poised to deliver a “dovish surprise,” forecasting that policymakers will inject liquidity through a creative bond-buying mechanism rather than explicit quantitative easing.
“We’re moving into a continued rate-cutting cycle accompanied by balance sheet expansion as the Fed effectively turns on the money printers to monetise the deficit,” they wrote.
“That’s a powerful, structural tide to be swimming against in the new year.”
The outlook comes at a tense moment for crypto traders. Bitcoin’s recent break above $92,000 follows two months of turbulence that erased almost all of the year’s gains, leaving investors eager for a clear macro signal that could reset market direction.
Interest rate cuts aren’t coming. And if I’m right, the biggest hike since 2022 arrives in 2026.
All year, people have been fed the same story: “Just wait for the cuts… and everything booms.”
I don’t think that’s the regime we’re heading into.
The Federal Open Market Committee’s decision dominates this week’s macro calendar.
“Policymakers are expected almost universally to cut rates 25bps for a third time this year,” said Ed Yardeni of Yardeni Research, echoing broad market expectations.
The CME FedWatch tool shows an 86% probability of a quarter-point cut, while prediction market Polymarket places the odds even higher at 94%.
Historically, lower interest rates have benefited risk assets like Bitcoin by reducing the appeal of bonds and increasing the flow of capital into higher-yielding or speculative markets.
Bitcoin Tests Key Fibonacci Support
As reported, Bitcoin is trading at a pivotal level that analysts say could determine whether the market holds its broader uptrend or slips back toward spring lows.
Crypto trader Daan Crypto Trades said the 0.382 Fibonacci retracement zone is the line bulls must defend, warning that a breakdown could send BTC back to April levels near $76,000.
“It’s also pretty much the last major support before testing the April lows again, which would break this high time frame market structure,” he said.
Analysts say the divergence suggests renewed underlying demand, with dormant coins moving at levels not seen in years, a sign that long-term holders may be re-entering the market.
Last week, Bitfinex said the market is showing “seller exhaustion” following a period of heavy deleveraging and panic-driven exits by short-term holders.