Bitcoin (BTC) began the new trading week on the back foot, slipping below the $90,000 mark as investors adopted a cautious stance ahead of a dense slate of U.S. economic data and key global central bank decisions.

After reaching an all-time high of $126,000 in October, the world’s top cryptocurrency has struggled to regain momentum, instead entering a period marked by tight ranges, low volatility, and subdued trading volumes.

Market movers appear reluctant to commit to new positions as uncertainty builds around the direction of macroeconomic trends. Bitcoin was trading near $89,600 during early Monday sessions, extending weekend losses and reflecting a broader risk-off mood across global markets.

Bitcoin Volatility Compresses as Technical Levels Tighten

Bitcoin’s recent price behavior has been defined by historically low volatility, with the asset hovering in a narrow band just below $90,000.

Analysts note that such compression often precedes a sharper move. Technical analyst Aksel Kibar has identified a critical setup on the daily chart, suggesting that a decisive breakout or breakdown could be imminent.

On the downside, failure to hold current levels could open the door to a decline toward the $86,000 area, with deeper support seen between $73,700 and $76,500. On the upside, a sustained break above resistance near $94,600 could shift momentum and put the $100,000 level back into focus.

Other traders have echoed calls for patience, advising investors to wait for a confirmed move outside the current range before taking positions.

On-Chain Signals and Liquidity Raise Caution

Beyond chart patterns, on-chain data has reinforced a more cautious outlook. Analysts at CryptoQuant have highlighted weakening demand and selling pressure near key moving averages, suggesting that recent rebounds have lacked conviction.

Declining liquidity following the Federal Reserve’s recent rate cut has also weighed on Bitcoin and the broader crypto market, according to market makers.

Still, not all signals are uniformly bearish. Data from Glassnode shows that some digital asset treasury firms have quietly resumed Bitcoin accumulation, despite prices struggling to stabilize. This mixed backdrop underscores the market’s current indecision.

Attention now turns to a busy macroeconomic calendar. Investors are watching delayed U.S. jobs data, inflation reports, retail sales figures, and flash PMI readings for clues on growth and interest rate expectations. Speeches from Federal Reserve officials later in the week could further influence sentiment.

Globally, central bank meetings add another layer of uncertainty. Decisions from the European Central Bank, Bank of England, and especially the Bank of Japan, where a rate hike is widely expected, are being closely monitored for their impact on global liquidity.

With volatility compressed and key catalysts approaching, Bitcoin appears poised at a crossroads as markets await clearer signals on economic and policy direction.

Cover image from ChatGPT, BTCUSD chart from Tradingview

XRP has spent the past several weeks moving sideways around the $2.00 level, even as headlines around Ripple and the broader XRP ecosystem continue to stack up.

Related Reading: Dogecoin Holds Demand Zone Above $0.13, What A Bounce Would Do

From a $300 million venture fund expansion into South Korea to nearly $1 billion in spot ETF inflows and fresh regulatory approvals, the backdrop appears supportive on paper.

However, price action tells a different story. Instead of responding to institutional traction and regional growth, XRP remains locked in a tight range, reflecting a disconnect between developments and market behavior.

Institutional Growth Isn’t Translating Into Token Demand

Ripple’s expansion into South Korea through a $300 million venture fund has drawn attention due to the involvement of well-established, Seoul-based asset managers.

However, market participants are increasingly viewing this move as tied to Ripple’s corporate strategy and potential IPO positioning, rather than direct demand for XRP. Institutional investors tend to prioritize predictable cash-flow or equity-style exposure, limiting the immediate impact such initiatives have on the token’s market dynamics.

A similar pattern is visible in the ETF market. Spot XRP ETFs have recorded roughly $990 million in inflows over 30 consecutive days, making them one of the fastest-growing crypto fund segments.

Despite this, XRP has fallen more than 12% over the past month. Analysts note that ETF inflows do not always translate into spot market pressure, especially when liquidity is fragmented or offset by broader risk-off sentiment across crypto assets.

Technical Pressure and Broader Market Headwinds

From a technical standpoint, XRP remains under pressure. The price has retraced to key Fibonacci levels after falling from its yearly high near $3.65.

Chart patterns such as a developing death cross and a double-top formation point to downside risk, with support levels around $1.63 and $1.50 in focus if selling continues. Traders describe the current phase as bearish consolidation, with strong resistance clustered between $2.00 and $2.20.

These conditions mirror weakness across the wider crypto market. Bitcoin’s decline from earlier highs and drawdowns in major altcoins have reduced risk appetite, often pulling XRP lower regardless of asset-specific news.

Market structure may also be playing a role. Analysts point to low trading volumes and heavy arbitrage activity as factors keeping XRP pinned near psychological levels.

In thin markets, automated strategies tend to fade moves quickly, preventing follow-through. While some data suggests tokens are gradually moving off exchanges, signaling longer-term holding, short-term price discovery remains dominated by macro flows and Bitcoin-led volatility.

Related Reading: Dogecoin (DOGE) Slides Deeper Into Red—Is a Bottom in Sight?

Currently, XRP’s lack of movement reflects market mechanics more than a judgment on progress within its ecosystem. Until volume and liquidity shift decisively, headlines alone may not be enough to move the price.

Cover image from ChatGPT, XRPUSD chart from Tradingview

Ethereum (ETH) has entered another period of tight price compression, a phase that has left traders split between expectations of a renewed rally and concerns about a deeper correction.

As of December 15, the Ethereum price trades near the $3,100 level, drifting sideways after several failed attempts to reclaim higher resistance zones. The narrowing range reflects hesitation across the market, with declining volumes, mixed technical signals, and contrasting institutional activity.

Despite modest intraday fluctuations, Ethereum’s broader structure shows a market waiting for direction. Trading activity has slowed compared to earlier in the year, suggesting reduced speculative participation rather than heavy distribution.

The Ethereum Price Key Levels Define the Short-Term Outlook

Support near the $3,020–$3,000 zone remains critical. This area has been tested multiple times and continues to act as a floor for price action.

A sustained break below it would likely expose the Ethereum price to a deeper pullback, with some analysts pointing to demand zones closer to $2,900 or even the $2,600–$2,500 range if downside momentum accelerates.

On the upside, resistance between $3,150 and $3,400 continues to cap recovery attempts. Ethereum remains below major moving averages and a descending trendline that has guided price action since November.

Analysts note that a daily close above this resistance band, supported by rising volume, would be required to shift the current corrective bias and signal a trend change.

Diverging Technical Signals Add to Uncertainty

Technical interpretations remain mixed. Elliott Wave analysts argue Ethereum may be approaching a potential Wave 3 phase, which historically has coincided with strong upward moves.

However, others highlight the lack of demand strength and repeated rejections near resistance as signs that upside moves remain corrective rather than impulsive.

On-chain data adds another layer of complexity. Liquidation heatmaps reveal dense clusters above current prices, particularly in the $3,400–$3,700 range, suggesting a potential magnet for price if momentum builds.

At the same time, thinner liquidity below current levels implies that a downside sweep could occur before any sustained rally develops.

While the Ethereum price action remains compressed, institutional involvement continues to grow. U.S. spot Ethereum ETFs recorded roughly $209 million in net inflows during the past week, led by BlackRock’s ETHA.

Separately, BitMine Immersion Technologies has continued accumulating Ether, now holding a sizable share of the circulating supply as part of a long-term treasury strategy.

This contrast between steady institutional accumulation and cautious market pricing underscores the current stalemate. For now, Ethereum remains caught between strong long-term narratives and unresolved short-term technical pressure, with a clear breakout or breakdown likely to determine sentiment in the weeks ahead.

Cover image from ChatGPT, ETHUSD chart from Tradingview

Solana (SOL) is gradually entering a new phase of institutional visibility as recent developments in tokenized finance and cross-chain asset integration draw increasing attention to the network.

Related Reading: What’s Happening With The Bitcoin, Ethereum, And Dogecoin Prices Recently?

From a high-profile commercial paper issuance to plans for bringing XRP onto Solana, the blockchain is positioning itself at the center of experiments that could reshape how digital assets interact with traditional markets.

Institutional Activity Accelerates With New Tokenized Bond Deal

J.P. Morgan’s arrangement of a $50 million tokenized commercial paper issuance for Galaxy Digital marks one of the clearest signals yet that major financial institutions are warming to public blockchain infrastructure.

The short-term debt instrument was issued on Solana, with Coinbase and Franklin Templeton purchasing the tokenized asset, and settlement conducted in USDC.

The bank created the on-chain token representing the bond and handled primary settlement, positioning the project as a practical test of how public networks could support regulated financial transactions.

The move shows Solana’s growing role in real-world asset tokenization, a sector projected by industry analysts to reach trillions of dollars over the next decade.

For Solana, the deal is also a strategic validation. While the chain is widely known for retail and developer activity, institutional adoption has historically been slower to materialize. Seeing a large financial institution test a foundational market instrument on Solana offers a clearer path to deeper enterprise use cases.

Solana – XRP Integration Signals Cross-Chain Expansion

Alongside the bond issuance, Solana is preparing for the arrival of XRP through a partnership with Hex Trust and LayerZero, which will issue wrapped XRP (wXRP) on the network.

The integration aims to extend XRP’s liquidity and utility into Solana’s fast-moving DeFi environment, enabling lending, liquidity provision, and other decentralized applications.

Hex Trust confirmed that wXRP will be fully backed 1:1 with native XRP held in segregated custody accounts, supported by more than $100 million in initial liquidity. The addition may also influence XRP’s market structure, as wrapped supply requires native XRP to be locked, potentially tightening liquidity during high-demand periods.

For Solana, the asset brings an established user base and deeper liquidity pools. For XRP, the move broadens its utility across high-performance decentralized markets that prioritize low-cost transactions and throughput.

These developments come as industry figures, such as Anthony Scaramucci, publicly reiterate their bullish outlook on Solana, arguing that the network’s growth trajectory could surpass Ethereum’s in market capitalization.

While the claim remains speculative, the combination of institutional pilots, cross-chain integrations, and expanding developer activity suggests Solana is strengthening its position as a platform for both consumer and enterprise-grade applications.

Related Reading: Do Kwon Falls Hard — Terraform Labs Chief Gets 15 Years For Wire Fraud

As more financial instruments move on-chain and cross-chain interoperability gains traction, Solana’s latest milestones point to a network increasingly aligned with where digital markets may be heading next.

Cover image from ChatGPT, SOLUSD chart from Tradingview

Cardano is about to end the week with a complex mix of technical pressure, token fallout, and shifting sentiment, as ADA struggles to break beyond its familiar resistance zone.

The market is attempting to digest a sharp correction triggered by wider macro moves, while internal ecosystem developments offer little support. For now, ADA’s direction continues to depend on how well it can hold established support, particularly as market mood turns more cautious.

NIGHT Token Crash Adds Pressure to ADA’s Decline

ADA’s 2% drop to around $0.42 arrived just as the broader market reacted to the recent Federal Reserve rate cut. The decline pushed Cardano below the $0.45 level, a zone it has struggled to reclaim, placing renewed focus on its next support levels.

A major driver of the negative sentiment was the steep decline of Midnight Network’s NIGHT token, which fell roughly 90% from an early surge to $1.50 before settling near $0.05. The sell-off was largely driven by airdrop recipients offloading their allocations immediately after launch.

Despite earlier expectations around Midnight’s debut, the rapid reversal highlighted the speculative nature of the event. Market data also shows that 54% of active positions are leaning short, signaling that traders expect further downside.

Key Support Levels Hold, but Momentum Remains Weak

Cardano’s ADA is now trading near the lower edge of its established range, testing support between $0.42 and $0.43.

Analysts note that this area aligns with a broader weekly support cluster that stretches toward the $0.38–$0.39 region. Technical readings reinforce a cautious outlook, the MACD continues to trend bearish, while the RSI sits near 40, approaching oversold territory.

Traders are watching to see if ADA can stabilize above $0.42. A breakdown could expose the next lower supports, while a reclaim of the $0.45 zone would be required to shift momentum toward $0.48–$0.50.

Despite a recent $750 million inflow to Binance, the market absorbed the volume with limited price reaction, suggesting demand remains modest.

Social sentiment across major crypto forums has turned noticeably cautious. Conversations remain active, but the tone reflects trader fatigue as ADA continues to struggle against the same resistance.

With no new updates from core Cardano development efforts, including Hydra scaling, Mithril upgrades, or governance milestones, market participants have shifted their focus to external forces, such as BTC’s price direction and overall risk appetite.

ADA trades around $0.41–$0.42 at the time of writing, holding its range but without clear signs of a breakout. Until a fresh catalyst emerges, Cardano is likely to remain in a consolidation phase, with sentiment triggered more by broader market trends than internal progress.

Cover image from ChatGPT, ADAUSD chart from Tradingview

Zcash’s latest price movement has pushed the privacy-focused cryptocurrency back into the spotlight, as momentum builds around a potential breakout from a long-standing resistance zone.

After a sharp climb this week, traders are watching whether ZEC can extend its gains or whether technical pressures will stall the advance.

The token surged more than 9% to reach around $455, standing out in a broader market that has mostly moved sideways despite renewed optimism following the U.S. Federal Reserve’s latest policy signals.

Rising demand, shifting fee structures, and notable whale activity have all contributed to ZEC’s strong performance, but the technical picture remains mixed as the asset approaches a critical threshold.

Dynamic Fee Proposal and Whale Demand Lift ZEC

Zcash’s rally coincides with a key development effort from its contributors. Developers and Shielded Labs proposed transitioning from fixed transaction fees to a dynamic fee market, a change aimed at improving cost efficiency during periods of high activity.

Market activity also intensified. Trading volumes rose sharply, and Cypherpunk Technologies expanded its ZEC holdings while adding Zcash founder Zooko Wilcox as an advisor.

On-chain data indicated accumulation from large holders, including a wallet that increased its position and sent tokens to Hyperliquid to establish a long exposure. Such behavior has tightened the circulating supply at a moment when ZEC is testing historical resistance.

Zcash’s broader performance this year further adds to the current market narrative. The token has posted returns exceeding 600% over the past 12 months, helped by rising investor interest in privacy assets and a constrained supply profile.

ZEC Tests Multi-Touch Resistance as Bulls Aim for Continuation

Despite the strong surge, Zcash now sits near a resistance zone, roughly between $460 and $485, that has repeatedly halted rallies in previous cycles.

Technical readings show improving momentum on lower timeframes, supported by stable RSI levels and a constructive parabolic SAR structure. Spot inflow data has also flipped positive, suggesting buyers are re-entering rather than exiting on strength.

If ZEC breaks above the $472–$485 range, analysts note potential upside targets at $506, $556, and possibly even $600–$620. Clearing this region would mark a shift from the most recent lower-high pattern and could accelerate trend continuation.

However, some longer-term indicators raise caution. Wave analysis from multiple chart views suggests ZEC may have completed a major corrective structure earlier in the cycle, followed by a 60% decline and a weaker recovery.

Bearish divergences in momentum tools and a rising parallel channel on shorter timeframes hint that the current bounce could still be corrective.

A rejection at the resistance level may lead to a retracement toward $430, followed by the $370–$398 zone. A deeper breakdown could push prices below $300 if bearish structures reassert themselves.

For now, Zcash’s price action sits at a pivotal moment. A decisive move above resistance could extend the recent surge, but failure to break through may shift momentum back toward consolidation, or even a broader downtrend.

Cover image from ChatGPT, ZECUSD chart from Tradingview

Bitcoin (BTC) is once again moving within a narrow band, with price swings contained despite shifting macro signals and fresh debate over whether the cryptocurrency’s long-observed four-year cycle still applies.

Related Reading: Upcoming Crypto Market Structure Bill Markup Likely Pushed To Post-Holiday

As traders react to mixed Federal Reserve messaging, institutional flows, and rising caution across risk markets, analysts remain split on whether Bitcoin’s latest consolidation represents stability, or a deeper shift in how the asset behaves.

Analysts Question Whether the Cycle Has Ended

A growing number of major firms now argue that Bitcoin may be moving beyond its historic halving-driven rhythm. Investment firm Bernstein said in a recent note that the asset is in an “elongated bull cycle,” pointing to minimal ETF outflows despite a nearly 30% correction.

The firm has raised its 2026 price target to $150,000, projecting a potential cycle peak of $200,000 in 2027 and maintaining a $1 million long-term estimate for 2033.

ARK Invest CEO Cathie Wood echoed this view, saying that institutional adoption is reducing the likelihood of the steep 75–90% drawdowns seen in previous cycles. Grayscale has also suggested Bitcoin could break the four-year pattern, forecasting renewed strength in 2026.

Bitcoin is currently trading near $90,000–$93,000 depending on the venue, with recent intraday swings highlighting a lack of strong directional conviction.

Fed Signals Keep Markets Cautious

The Federal Reserve’s 25 bps rate cut initially lifted risk sentiment, but a shift toward cautious, data-dependent language quickly reversed momentum.

Bitcoin and Ethereum slipped after the announcement, with BTC falling below $90,000 at one point as traders reassessed the macro backdrop. Liquidity remains thin, contributing to choppy movements across major crypto assets.

Analysts note that Bitcoin’s inability to sustain gains, despite the weaker dollar and softer Fed stance, reflects persistent uncertainty. Several commentators say BTC must hold above $90,000 to avoid strengthening bearish pressure, while a break above $94,500 could reopen a path toward $100,000 if inflows improve.

Derivatives and On-Chain Data Flag Rising Bearish Sentiment

Options and on-chain indicators are also signaling caution. Traders have increased bearish option positions, with the put/call ratio turning positive ahead of a significant expiry window. More than $500 million in crypto liquidations occurred within 24 hours, reflecting heightened volatility.

On-chain data shows declining bullish momentum. The Bitcoin Bull Score Index has fallen back to zero, and realized losses suggest further downside could be possible. Analysts warn that despite past buy-the-dip patterns, current readings do not yet reflect the levels typically associated with market bottoms.

Related Reading: Cardano Founder Reacts As NIGHT Token Crashes From $150 To $0.02

As Bitcoin continues to trade in a tight range, the broader debate remains unresolved. Whether the four-year cycle is fading, or simply paused, may depend on how markets digest macro uncertainty, institutional flows, and the next wave of economic data.

Cover image from ChatGPT, BTUSD chart from Tradingview

The Federal Reserve’s latest policy move was expected to calm financial markets. Instead, it set off one of the sharpest intraday reversals the crypto sector has seen this quarter.

After delivering a widely anticipated 25-basis-point rate cut, the Fed signaled a slower path ahead, and that shift in tone was enough to send major digital assets back. What looked like a supportive macro backdrop quickly turned into a trigger for risk-off positioning across Bitcoin, Ethereum, and the broader altcoin market.

Mixed Fed Messaging Fuels Market Confusion

The Federal Open Market Committee lowered the federal funds rate to a 3.5%–3.75% range, marking its third cut of the year. But internal disagreement, including two members opposing any cut and one pushing for a larger one, highlighted uncertainty within the Fed itself.

Chair Jerome Powell supported that ambiguity by saying the central bank remains “well-positioned to wait,” a phrase traders interpreted as a possible pause in January.

Economic projections added more caution. Officials expect only one additional cut in 2026, far fewer than markets had priced in. While the Fed also announced $40 billion in monthly Treasury bill purchases, seen by some as “QE-lite”, investors viewed the move more as an attempt to steady liquidity in a slowing economy.

The dollar weakened sharply after Powell ruled out a 2026 rate hike, but expectations for near-term easing also faded. Futures markets quickly shifted, showing a higher probability of no change in January.

Crypto Markets Reverse as Liquidity Concerns Rise

The crypto market reacted within minutes of the Fed’s press conference. Total market capitalization fell roughly 3% over the next 24 hours, with Bitcoin sliding below $90,000 after briefly testing highs near $94,000 earlier in the week.

Ethereum lost more than 3%, and altcoins posted deeper declines as investors moved toward lower-risk exposure.

Rising liquidations added pressure. More than $1 billion in leveraged positions were wiped out in the broader market over a 24-hour period, while Bitcoin dominance climbed to around 58%, reflecting a shift away from speculative assets.

Technical signals also turned bearish, with total crypto market cap slipping below the 200-day EMA and several major tokens failing to reclaim key resistance levels.

Attention now turns to the upcoming PCE inflation report, the Fed’s preferred gauge. A stronger-than-expected reading could delay further easing and intensify volatility across risk assets. For crypto traders, key levels include Bitcoin’s support zone near $89,000 and ETF flow trends, which continue to influence market stability.

The latest Fed decision currently has left markets searching for clearer direction. Until that emerges, crypto appears set to navigate a period of tighter liquidity, cautious sentiment, and elevated sensitivity to macroeconomic signals.

Cover image from ChatGPT, BTCUSD chart from Tradingview

XRP is going through the week under a renewed wave of speculation as two separate developments, a MoonPay purchase that revived a long-running community meme and the Cboe approval of a new spot ETF, pushed the token back into the spotlight.

Related Reading: More Eurozone Countries Will Buy Bitcoin, Says Coinbase’s Institutional Chief

Together, these events have fueled debate about whether XRP is on the cusp of new institutional momentum or simply caught in another cycle of community-driven enthusiasm.

Community Signals Collide With Market Memes

A routine Apple Pay purchase posted by MoonPay, showing a buy of exactly 589 XRP, triggered renewed excitement across XRP circles. The figure “589” has carried symbolic weight since 2018, when an anonymous user promoted the number as a future price target.

Its reappearance, coming shortly after the Solana Foundation also posted “589” without context, set off widespread speculation about potential hidden messaging or coordinated marketing.

The resurgence of the meme also comes amid new discussions around XRP’s long-term value. Several analysts, including the anonymous educator X Finance Bull, argue that the shift toward tokenized financial markets could significantly increase demand for XRPL-based settlement.

SEC Chair Paul Atkins recently reinforced the idea that U.S. markets will move fully on-chain within a few years, a statement that many in the XRP community interpreted as validation of XRPL’s positioning in enterprise-grade infrastructure.

Still, XRP’s price action remains under pressure. After a Federal Reserve rate cut accompanied by a hawkish outlook, ETF inflows slowed sharply, and XRP slipped below key moving averages, trading near the critical $2 support zone.

Cboe Clears XRP’s Next ETF, And Institutional Interest Builds

While community narratives dominated social media, regulatory progress offered a more tangible catalyst. The Cboe BZX Exchange approved the listing of the 21Shares XRP ETF (TOXR), moving it closer to launch.

The fund carries a 0.3% fee, uses a multi-custodian security model, and has been seeded with 100 million XRP, roughly $226 million, from Ripple Markets.

The approval comes as XRP-focused ETFs gain traction in the U.S., with at least four funds now active and inflows exceeding $900 million in recent weeks. Analysts note that institutional engagement has grown since regulators formally recognized that secondary-market XRP transactions do not constitute securities trades.

Momentum around the ETF space intensified further after FalconX acquired 21Shares, giving the issuer expanded access to institutional distribution, market-making, and liquidity infrastructure. Market observers say the merger could accelerate capital inflows if TOXR begins trading in the coming days.

Analysts Split on Outlook as XRP Holds Key Levels

Despite the renewed attention, analysts remain divided. EGRAG Crypto maintains a bullish long-term view, citing consolidation patterns reminiscent of XRP’s previous accumulation phases. Others caution that expectations, particularly around community-driven targets, remain far ahead of current fundamentals.

Broader adoption through RippleNet, expanding partnerships, and growing interest in XRP-based products such as ETFs and stablecoins continue to strengthen XRP’s institutional narrative. Still, macro uncertainty, legislative delays in the U.S., and competition in the digital-asset payments space present ongoing challenges.

Related Reading: Forget Bitcoin’s Old Cycle—A New Institutional Era Has Begun: Cathie Wood

As both cultural and regulatory forces converge, XRP finds itself influenced by two very different engines, market infrastructure gradually opening new pathways for institutional capital, and a community whose symbolic narratives continue to shape sentiment.

Cover image from ChatGPT, XRPUSD chart from Tradingview

The Dogecoin price has entered another period of volatility as traders attempt to weigh improving technical signals against renewed short-term weakness. The memecoin has been shifting between modest recoveries and sudden pullbacks, creating a landscape where both bullish and bearish narratives remain active.

With macro uncertainty, DOGE ETF inflows, exchange outflows, and key chart patterns emerging at the same time, the market is now deciding which direction will dominate heading into late December.

Mixed Trading Conditions Shape Short-Term Direction for Dogecoin

The Dogecoin price slipped back below the $0.145 region after failing to hold above $0.150 earlier in the week. The latest dip saw price break below an hourly trend line, touching lows near $0.131 before stabilizing. DOGE now trades below $0.140 on lower timeframes, with immediate resistance forming around $0.142 and $0.145.

Yet the broader view remains less gloomy. The weekly chart shows a developing MACD bullish crossover, complemented by rising histogram bars. Historically, this signal has marked early phases of momentum recovery.

The Dogecoin price continues to defend the long-standing $0.13–$0.15 support band, a range that has held for nearly two years. Repeated rebounds from the $0.135 zone highlight ongoing buyer activity despite intraday volatility.

Traders are also watching the upper boundary of the recent range at $0.155–$0.156. A close above this area would signal a break from the consolidation pattern that has persisted since late November.

ETF Volume and Exchange Outflows Show Accumulation

While the spot price fluctuates, underlying market activity points to steady participation. The Dogecoin ETF has recorded $3.23 million in daily trading volume, adding a layer of institutional-style flows that did not exist in previous cycles.

Similarly, exchange data shows between $20 million and $60 million in recent outflows, suggesting large holders continue moving tokens off trading platforms.

This combination, ETF demand and declining exchange balances, implies accumulation, particularly during price weakness. With fewer tokens available for immediate sale, selling pressure could ease if these trends continue.

Dogecoin’s trading volume has surged more than 60% at times this week, reflecting renewed interest ahead of broader market catalysts, including the Fed Reserve’s policy decision. DOGE now trades in a tightening range between $0.131 – $0.156, with analysts noting that prolonged compression often precedes larger moves.

Technical targets remain unchanged: $0.18–$0.20 as the first major resistance, followed by $0.21 and $0.27. A move toward the broader $0.30 barrier would require a break above short-term resistance and confirmation that buyers can sustain momentum.

The Dogecoin price sits at the center of contrasting signals, accumulation on the one hand and near-term weakness on the other, leaving the market to determine which will take priority as volatility returns.

Cover image from ChatGPT, DOGEUSD chart from Tradingview

Ethereum (ETH) is under a pivotal week as traders weigh a mix of macroeconomic expectations, institutional developments, and strengthening technical signals.

Related Reading: Midnight Goes Live As Cardano Founder Targets A $10 Billion Ecosystem

With the Federal Reserve set to deliver its next rate decision, market participants are watching how Ethereum’s recent momentum interacts with a broader risk-on environment.

The second largest cap cryptocurrency has already staged a notable rebound, breaking key resistance levels and drawing renewed interest from both retail and institutional investors.

Fed Expectations Drive Ethereum Position Repricing

Ethereum surged past $3,300 and briefly approached $3,400 after recording a 6% jump over the past 24 hours.

The rally comes as traders price in a high probability, close to 90%, that the Federal Reserve will announce a 25-basis-point rate cut. Lower interest rates tend to improve liquidity conditions, a factor that has historically supported digital assets.

Bitcoin’s recovery above $94,000 added further confidence to the market, though Ethereum outperformed on a relative basis. The ETH/BTC ratio reached its strongest point since late October, indicating a shift of capital from Bitcoin to Ethereum.

Spot Ethereum ETFs also saw $177.7 million in inflows on December 9, surpassing Bitcoin’s inflows on the same day.

Institutional Moves Add to Bullish Sentiment

One major catalyst behind this shift has been BlackRock’s filing for the iShares Ethereum Staking Trust ETF. The fund would offer exposure not only to ETH’s price but also to staking rewards, expanding access to yield-bearing strategies.

Analysts note that such products could increase liquidity inflows into Ethereum, especially as institutional portfolios diversify beyond Bitcoin. This filing arrives at a time when the amount of ETH held on centralized exchanges has fallen to its lowest level since 2015, roughly 8.7% of the total supply.

Large buyers, including Bitmine Immersion, have accumulated billions of dollars’ worth of ETH in recent months. Combined, these developments indicate a tightening of supply conditions.

Technical Breakouts Reinforce the Trend

Chart analysts highlight that Ethereum has broken above a downward trendline that previously capped rallies for nearly two months.

Momentum indicators, including MACD and RSI, show increasing buyer strength despite approaching overbought territory. Ethereum’s break above the $3,300 zone has shifted focus toward the next resistance level at $3,500, with wave-pattern analysis suggesting potential upside toward $3,600.

Related Reading: Bitwise Rolls Out New ETF For Broad Crypto Exposure, Including BTC, XRP, And ADA

Analysts such as Captain Faibik argue that a confirmed breakout could support a rally of up to 30%, targeting the $4,200–$4,300 region if bullish conditions persist. However, the Fed’s upcoming decision remains a key variable in determining whether momentum continues or cools.

Cover image from ChatGPT, ETHUSD chart from Tradingview

Solana’s (SOL) market structure is entering a tense phase, shaped by thinning liquidity, elevated leverage, and conflicting signals across institutional flows and derivatives markets.

Related Reading: The Current Bitcoin Price Pump Will End In A Crash – Here’s When To Start Selling

While price movements remain within familiar ranges, the underlying conditions paint a more complex picture, one that traders are watching closely for signs of either exhaustion or a sharp reversal.

Recent sessions have seen Solana drift between $128 and $145, with brief rebounds lifting it toward the upper end of this range. However, liquidity indicators suggest a deeper reset is taking shape. Analysts note that these conditions often precede turning points, though they can amplify volatility in the short term.

SOL Liquidity Drops to Bear-Market Levels

On-chain data shows Solana’s 30-day realized profit-to-loss ratio has stayed below 1 since mid-November. This pattern, more losses being realized than gains, typically marks a liquidity contraction similar to historical bear-market phases.

Analysts at Altcoin Vector describe the current setup as a “full liquidity reset,” a process that typically takes several weeks to resolve.

That backdrop aligns with observations from SynFutures, whose team cites realized losses, declining futures open interest, and fragmented liquidity pools as contributing factors.

Market-makers have also pulled back, thinning order books even as realized volatility increases. The effect is a market highly sensitive to sharp moves, particularly around key liquidation clusters.

A notable risk is emerging around the $129 level, where nearly $500 million in long positions would be liquidated if the price retests that zone. With $15.6 million in SOL contracts wiped out in the last 24 hours alone, the market remains vulnerable to cascades.

Similarly, exchange balances continue to drop, and spot ETFs have brought in more than $17 million this week, signaling accumulation despite broader stress.

Volatility Builds as Derivatives and Spot Activity Diverge

Derivatives data reflect a cautious but engaged trading environment. Open interest has climbed back above $7.2 billion, rising in tandem with a rebound in daily volume.

This type of build-up during a quiet price phase often signals positioning ahead of a larger move. Long-to-short ratios have shifted bullish in recent days, and funding rates remain positive, although traders are becoming increasingly sensitive to macroeconomic catalysts.

Spot markets tell a different story. Liquidity is thin, and deep-cycle reset metrics point to selling exhaustion rather than active expansion. This divergence, characterized by high derivative activity against weakening spot liquidity, typically precedes volatility spikes.

Technically, Solana remains stuck between established boundaries. The $145 resistance zone has capped multiple attempts to break higher, while support around $135 and deeper levels near $129 hold significance for traders monitoring liquidation risk.

Momentum indicators are stabilizing, and the MACD is edging toward a potential positive crossover. Analysts note that past liquidity resets have been followed by rapid upside moves once conditions improved; however, the timing remains uncertain.

Related Reading: NFT Slump Worsens With Monthly Sales Hitting Rock Bottom

Currently, Solana sits at the center of a tug-of-war between cautious sentiment, thinning liquidity, and steady institutional flows. Whether these opposing forces resolve into a recovery or further volatility may depend less on price action alone and more on how quickly liquidity returns to the ecosystem.

Cover image from ChatGPT, SOLUSD chart from Tradingview

In the aftermath of a hack that saw attackers steal 44.5 billion won (approximately $30 million) from a Solana hot wallet, Upbit has begun shifting nearly all customer assets into cold storage, a move that now places it among the most conservative platforms globally in terms of online asset exposure.

This transition marks one of the strongest security pivots by a major exchange, signaling a broader industry conversation about balancing rapid withdrawals with the need to reduce attack surfaces.

As digital asset markets continue to expand, Upbit’s response provides a real-time glimpse into how platforms balance operational liquidity against systemic cyber risks.

Upbit Pushes Hot Wallet Usage Toward Zero

Following its internal review and system overhaul, Upbit confirmed that it now stores approximately 99% of user assets in cold wallets, with hot wallet exposure reduced to about 1% and expected to decrease further.

As of late October, the exchange held 98.33% of customer funds offline, a rate already well above the 80% minimum required under South Korea’s Virtual Asset User Protection Act.

This shift follows a pattern of rising caution. The recent breach was Upbit’s second significant attack, occurring on November 27, mirroring a 2019 incident that saw more than 342,000 ETH drained from its systems.

This year’s Solana-based attack resulted in withdrawals across 24 tokens within less than an hour, prompting an immediate shutdown of hot wallet operations and emergency transfers to cold storage. Upbit has pledged to fully reimburse affected users from corporate reserves.

Domestic data suggests that the exchange already leads the market in cold storage usage, maintaining the lowest hot wallet ratio among local competitors, whose cold wallet shares range from 82% to 90%.

Security Benchmark Sets Pressure on Global and Local Exchanges

Upbit’s near-99% cold wallet ratio surpasses the standards of major global exchanges. Coinbase stores about 98% of its funds offline, while Kraken’s ratio sits between 95% and 97%.

Several Asian exchanges, including OKX and Gate.io, maintain similar levels. With Upbit’s latest update, the platform now stands at the forefront of global cold storage practices.

Industry observers note that the move aligns with broader regulatory momentum. South Korea’s Financial Services Commission is considering new rules that would require exchanges to compensate users for losses resulting from hacks, regardless of fault, similar to the standards imposed on banks.

While security is at the center of Upbit’s restructuring, analysts caution that running with minimal hot wallet reserves may slow withdrawals during periods of heightened market volatility.

South Korea’s crypto market is largely closed to foreign participants, restricting arbitrage and creating conditions where delays can exacerbate price discrepancies, commonly known as the “Kimchi premium.”

During last month’s temporary withdrawal suspension, liquidity was effectively trapped, resulting in sharply widening price gaps between the Korean and global markets. Still, Upbit maintains that its rebuilt systems and predictive models will ensure sufficient liquidity under normal trading conditions.

Cover image from ChatGPT, BTCUSD chart from Tradingview

Surging about 4% in the past 24 hours, Stellar (XLM) goes through December with a mix of optimism and caution as new payment integrations and institutional pilots draw attention back to the network’s utility.

However, despite signs of growing real-world use, XLM continues to trade near a critical long-term support level, leaving traders divided on whether the token is preparing for a recovery or facing another downward leg.

Recent activity across payments, banking pilots, and data-infrastructure upgrades show how Stellar’s ecosystem is expanding at a time when the token sits at a pivotal market position. The tension between strengthening fundamentals and fragile price structure is shaping the month’s outlook.

Rising Utility Gives Stellar a Boost

Network usage has climbed following several developments in November. Wirex activated USDC and EURC card-settlement on Stellar for more than seven million users, shifting everyday transactions onto the blockchain and increasing stablecoin throughput.

Days later, U.S. Bank began testing a programmable stablecoin on Stellar, adding an institutional layer to the network’s growing settlement activity.

The recent integration of Space and Time (SxT), which now indexes the full Stellar network and provides cryptographically verified data to institutions, also strengthens the chain’s infrastructure.

Together, these upgrades position Stellar as a functioning payments network rather than a speculative asset alone. Early market reaction has been modest, but analysts note that expanding stablecoin flows could support stronger demand for XLM over time.

Price Holds Key Support as Traders Watch $0.245

Despite the momentum in utility, XLM continues to sit at one of its most important technical zones. The token has trended downward since November 2024 and now trades just above the $0.245 horizontal support, an area that has repeatedly prevented deeper losses over the past year.

Weekly indicators remain bearish, with RSI below 50 and MACD negative, suggesting that long-term momentum still leans downward. Short-term charts show a contained bounce within an ascending channel, which analysts view as corrective rather than a new uptrend.

A decisive break below $0.245 could open the door to new lows, while holding this level would give bulls another chance to challenge overhead resistance.

Even with potential catalysts from network growth, analysts remain cautious about XLM’s ability to retest previous highs. Multiple reports highlight the $0.26–$0.27 range as the first major resistance zone, followed by a broader cluster near $0.28–$0.31.

Some forecasts suggest a possible move toward $0.31 by year-end if momentum strengthens, though this outlook carries medium confidence given the broader market’s uncertainty.

Stellar’s December narrative is supported by two opposing forces, rising real-world adoption and a price chart still struggling against long-standing resistance. Whether utility gains translate into market recovery will depend on XLM’s ability to hold its support level and reclaim key technical thresholds in the weeks ahead.

Cover image from ChatGPT, XLMUSD chart from Tradingview

Bitcoin (BTC) is trading uncomfortably close to the $90,000 mark, as a mix of macro caution, thinning liquidity, and shifting market structure continues to weigh on price action.

Related Reading: Wall Street Storms Ripple In Explosive $500 Million Deal

What was once a retail-driven ecosystem is now increasingly shaped by institutional flows, with U.S. spot Bitcoin ETFs attracting substantial assets, while on-chain activity trends in the opposite direction. The result is a market that moves, but with participation patterns very different from those seen in earlier cycles.

Bitcoin ETF Flows Rise as Retail Activity Falls

Since the launch of U.S. spot Bitcoin ETFs in early 2024, the network has experienced a steady decline in active on-chain addresses. Analysts attribute this partly to the “convenience trade,” in which retail investors opt for exposure through traditional brokerage accounts rather than managing their own Bitcoin wallets.

BlackRock’s IBIT and similar products now capture a growing share of BTC demand, even as the blockchain itself shows a decline in grassroots participation.

Industry experts argue that this shift fundamentally changes how value circulates in the Bitcoin economy. ETF issuers, not miners or network users, are now capturing a higher share of revenue.

SwanDesk CEO Jacob King describes this as a structural pivot toward off-chain monetization, with Bitcoin functioning more as a financial instrument than a peer-to-peer asset.

BTC Price Pressure Intensifies Around Macro Events

Bitcoin’s recent price behavior reflects both macro uncertainty and intraday volatility patterns. BTC has repeatedly slipped below $90,000 despite developments that historically would support bullish sentiment, such as Strategy’s (formerly MicroStrategy) latest purchase of over 10,600 BTC.

Traders remain cautious ahead of the Federal Reserve’s policy decision, where expectations for a quarter-point rate cut are high. Yet the hesitation is evident: rallies toward $92,000 continue to meet resistance, and liquidity remains thin across spot and derivatives markets.

Consequently, analysts warn that Bitcoin must hold above a key support level near $88,000 to avoid a deeper downside.

A growing number of analysts suggest that predictable sell-offs around the U.S. market open reflect coordinated execution rather than organic selling.

Market watchers point to high-frequency firms, such as Jane Street, which hold large ETF positions, as possible contributors to these recurring patterns. While unproven, the consistency of these drops has added to trader frustration.

Meanwhile, miners face their own pressures. Hashprice has fallen to near-record lows, prompting operators to pivot toward AI infrastructure as mining profitability erodes.

Related Reading: CEOs Of Leading Banks To Discuss Crypto Market Structure With US Senators This Week

With ETFs absorbing demand, macro signals driving sentiment, and miners restructuring their businesses, Bitcoin now sits at a pivotal moment, supported by institutional capital but missing the retail pulse that once defined its cycles.

Cover image from ChatGPT, BTCUSD chart from Tradingview

Dogecoin (DOGE) is, in another consecutive week, settling into a familiar pattern: holding firm at a crucial support zone while market participants weigh technical signals, shifting adoption trends, and the ever-present influence of its community.

As the token trades around $0.14, its price behavior reflects a broader phase of consolidation, characterized by tighter volatility and increasing on-chain engagement. With new real-world use cases emerging and traders watching for a breakout, DOGE’s long-term trajectory is becoming a point of renewed discussion.

Network Activity Strengthens as Dogecoin Price Holds Key Support

Despite muted market reaction to Dogecoin’s 12th anniversary, activity on the network continues to rise.

Daily active addresses reached over 67,000 earlier in December, marking the second-highest level in three months. This increase comes as DOGE repeatedly defended the $0.14 support, forming a tight compression range between $0.1406 and $0.1450.

Short-term charts indicate multiple rebounds from the $0.14 level, accompanied by decreasing sell volume, an early sign of accumulation.

Analysts identify $0.16 as the threshold that would shift DOGE from range-bound movement into a potential trend continuation. Failure to hold support, however, could expose deeper downside toward $0.081, an area highlighted by realized on-chain distribution clusters.

Adoption Expands Beyond Market Narratives

Recent developments show Dogecoin slowly expanding beyond its memecoin label. In Argentina, certain taxes can now be paid using DOGE, while Alternative Airlines has begun accepting the token for ticket purchases. These integrations, although still modest, indicate real-world traction that supports a longer-term use case narrative.

Broader sentiment, however, remains closely tied to macroeconomic conditions. Analysts note that liquidity trends, regulatory developments, and institutional risk appetite continue to shape DOGE’s outlook.

The launch of the first Dogecoin ETF in November drew little initial inflow, signaling that large investors remain cautious despite the token’s growing visibility.

From a structural standpoint, Dogecoin continues to follow a multi-year pattern that some analysts view as constructive. Long-term charts show price action moving within a large triangle formation dating back to 2021, with a cup-and-handle structure still intact on higher timeframes.

Weekly RSI levels near 50 resemble conditions seen before DOGE’s 2021 rally, while MACD indicators approach bullish crossovers on both weekly and monthly charts.

Forecasts place Dogecoin’s path toward $1 as a possibility later in the decade, with projections suggesting a climb toward that level by 2030. In the near term, the $0.145–$0.16 zone remains the defining barrier that could determine whether DOGE transitions into a stronger upward phase or remains confined to its current band.

As Dogecoin stabilizes above key support and real-world adoption increases, traders are closely watching for the next catalyst, whether it be network expansion, macroeconomic shifts, or renewed community-driven momentum.

Cover image from ChatGPT, DOGEUSD chart from Tradingview

XRP spent the past week caught between rising institutional demand and stagnant price action, creating a compression zone that traders say is becoming increasingly difficult to ignore.

Even as U.S. spot XRP ETFs approach the $1 billion AUM milestone, the asset continues to trade within a narrow band, leaving market participants to question whether the prolonged consolidation is setting the stage for a larger move.

The disconnect between inflows and price has become one of the week’s most notable themes. Analysts note that while institutional capital continues to accumulate, XRP’s chart remains muted, indicating heavy profit-taking following November’s rally and lingering sell-side pressure across higher timeframes.

ETF Momentum Builds as XRP Price Stalls

The XRP price is hovering near $2.06, slipping slightly despite consecutive days of ETF inflows. Analysts highlight that large holders likely sold into strength, offsetting the fresh demand entering through regulated products.

Even so, XRP ETFs have outperformed Bitcoin ETFs in terms of relative inflow strength, indicating that institutions are positioning themselves early.

Ripple CEO Brad Garlinghouse noted that XRP became one of the fastest-growing U.S. crypto ETFs of the year, arguing that broader access through traditional investment accounts is expanding the asset’s investor base.

The market reaction remains mixed, with some traders viewing ETFs as a stabilising force, while others see them as limiting upside volatility.

Regulatory and Structural Developments Add New Variables

Beyond market flows, regulatory commentary added another layer of attention. Former SEC Chair Paul Atkins emphasized tokenization as a practical path forward, highlighting its benefits, including increased transparency and faster settlement.

His remarks sparked debate within the XRP community, particularly among those who argue that the XRP Ledger is well-positioned for enterprise-grade tokenization systems.

Meanwhile, Ripple’s recent $500 million equity round, structured with downside protection for Wall Street investors, reinforced how closely the company’s valuation is tied to its XRP holdings.

Funds reportedly concluded that around 90% of Ripple’s net worth derives from its XRP treasury, underscoring the token’s central role in the firm’s long-term outlook.

On the charts, XRP remains locked between the $2.07 support level and the $2.18 and $2.30 resistance levels.

Analysts note weakening momentum indicators but stable underlying demand. If XRP breaks above these levels, a move toward Wave 3 targets near $2.73 becomes more likely, though failure to do so could trigger another retest of lower support.

The XRP price continues to compress, supported by some of the strongest ETF inflows of the year, but constrained by steady selling and broader market caution. Whether this tension resolves upward or downward is the question traders will carry into the next week.

Cover image from ChatGPT, XRPUSD chart from Tradingview

Circle’s slow but steady expansion into the Middle East has taken a decisive step forward, as the USDC issuer secured a Financial Services Permission (FSP) license from Abu Dhabi Global Market (ADGM).

The move positions the company at the center of the UAE’s growing digital-asset ecosystem, strengthening its ability to scale stablecoin adoption across the region.

For a market actively developing clearer regulatory frameworks and attracting global crypto players, Circle’s entry underscores the central role stablecoins have come to play in payment infrastructure and cross-border finance.

Circle Secures ADGM Approval and Expands Regional Strategy

The license, granted by ADGM’s Financial Services Regulatory Authority, permits Circle to operate as a regulated Money Services Provider within the financial free zone.

This follows preliminary approval earlier this year and gives the firm formal permission to offer USDC-powered payment, settlement and on-chain financial tools to businesses and institutions across the UAE.

Alongside the approval, Circle appointed Dr. Saeeda Jaffar as managing director for the Middle East and Africa. A long-time payments executive with leadership experience at Visa and major consulting firms, she will guide Circle’s expansion efforts, deepen local partnerships, and help integrate USDC into regional prospects.

Her appointment reflects Circle’s intent to localize operations and strengthen ties with banks, enterprises, and government entities.

UAE Supports Push Toward Regulated Digital Finance

Circle’s regulatory milestone comes as the UAE increases its efforts to build an institutional-grade digital asset ecosystem. ADGM and Dubai’s DIFC have both issued stablecoin and token frameworks designed to offer clarity for companies operating in the sector.

USDC and EURC were recognized earlier this year under Dubai’s crypto token regime, providing Circle with visibility across both major financial zones in the country.

The approval also coincides with a wave of regulatory progress for other major players. Binance received full authorization to operate its global platform under ADGM oversight this week, while Tether secured recognition for USDT across multiple blockchain networks.

These developments show how Abu Dhabi is positioning itself as a global hub for regulated stablecoin activity, driven by remittance demand, trade flows, and a growing emphasis on compliance.

Stablecoin Adoption Enters New Phase

The UAE’s structured approach comes at a time when stablecoins are gaining broader acceptance in global finance.

With regulatory guardrails expanding internationally and stablecoins increasingly used for cross-border payments, Circle’s license opens the door for wider USDC adoption in corporate finance, developer applications, and digital-asset settlement.

Related Reading: Bitcoin Speculation Muted: Glassnode Analyst Calls Perps A ‘Ghost Town’

For Circle, the ADGM license marks a pivotal foothold in one of the world’s fastest-moving regulatory environments. For the UAE, it reinforces an ambition to lead in compliant digital-asset innovation while shaping standards for a rapidly evolving sector.

Cover image from ChatGPT, ETHUSD chart from Tradingview

Ethereum (ETH) is entering a phase that analysts say resembles the early stages of its strongest market cycles, driven by institutional accumulation, shrinking exchange supply, and new proposals aimed at stabilizing the network’s economics.

Related Reading: ‘Something Big’ Is Coming For XRP, Says Toroso Investments Portfolio Manager

As large investors deepen their presence and developers explore changes that could make transaction fees more predictable, sentiment on Wall Street has shifted sharply recently. For many, the combination of tightening supply and improving fundamentals has created conditions that could support a meaningful repricing.

Exchange Supply Tightens as Institutions Accelerate Accumulation

Ethereum held on centralized exchanges has fallen to its lowest level since the network launched in 2015. Glassnode data shows that balances dropped to 8.7% of the total supply last week, marking a 43% decline since July.

The reduction is tied to staking, layer-2 migration, institutional custody, and long-term treasury allocations, destinations that rarely send tokens back to exchanges.

BitMine Immersion Technologies, now the largest corporate holder of Ether, expanded its position by another $199 million over the weekend. The firm controls $11.3 billion in ETH, representing about 3.08% of supply, and continues buying toward its 5% target.

ETFs have also contributed to the drawdown, with cumulative inflows now above $12 billion. Analysts note that nearly 40% of all ETH is locked in staking or institutional products, creating one of the tightest supply environments the asset has experienced.

Technical analysts point to hidden signs of accumulation. Recent On-Balance Volume readings have broken above resistance, even as the price lingers near $3,050, a divergence that some interpret as indicating buying pressure.

Fee Reform Pushes Forward as Vitalik Buterin Proposes Gas Futures Market

Alongside market activity, a new economic proposal from Vitalik Buterin is drawing attention. The Ethereum co-founder outlined a system for onchain gas futures that would allow users to lock in transaction fees for future time periods.

The mechanism resembles traditional futures markets and is designed to help traders and developers hedge against sudden increases in network demand.

Buterin argues that clearer forward pricing could support businesses that rely on predictable costs, particularly as activity expands across staking, tokenization, and decentralized applications. Although still in its early stages, the idea is viewed as part of a broader effort to make Ethereum more stable as it scales.

Market commentators increasingly cite a combination of shrinking supply, rising institutional involvement, and improving network efficiency as reasons Ethereum may outperform in the next major cycle.

Some compare current dynamics to Bitcoin eight years ago, noting that Ethereum’s evolving economic model and expanding role in tokenized finance give it a broader set of drivers than in previous cycles.

Related Reading: Trump’s New Security Strategy Leaves Crypto And Blockchain Out

Whether these developments immediately translate into price gains remains uncertain. But with exchange balances at record lows and institutions steadily accumulating, analysts agree that Ethereum is entering a structurally different phase, one defined less by speculation and more by sustained demand.

Cover image from ChatGPT, ETHUSD chart from Tradingview

The United States’ new national security strategy has renewed debate across the crypto community after omitting any direct reference to digital assets or blockchain technology.

Released by the Trump administration, the document outlines the nation’s long-term security priorities and technological ambitions, yet its silence on crypto stands in contrast with both market momentum and recent political statements.

As global financial systems increasingly integrate digital assets, many observers see the absence as a signal of policy uncertainty at a time when regulatory clarity is becoming more important for industry growth.

Why Has AI Taken the Spotlight

Across its 33 pages, the strategy places artificial intelligence, biotechnology, and quantum computing at the center of America’s next-generation competition.

The administration states that U.S. technology and standards must “drive the world forward,” underscoring a focus on advanced computing rather than decentralized finance. Digital assets, which had gained prominence through previous remarks from officials, receive no explicit mention.

This stands at odds with comments from President Trump in recent months. In a CBS 60 Minutes interview, he warned that China should not become the global leader in virtual assets and insisted that Bitcoin mining should remain within U.S. borders.

A Subtle Reference, but No Clear Policy

While crypto is not named in the strategy, the document does reference strengthening American “leadership in digital finance and innovation.”

Analysts view this as a broad gesture rather than a firm policy direction, but it leaves open the possibility that digital assets may still influence future regulatory or economic strategies.

This ambiguity comes despite a year of significant pro-crypto actions. Measures such as the GENIUS Act for stablecoin oversight, the formation of a crypto enforcement task force, reduced regulatory pressures on exchanges, and opposition to a central bank digital currency have all shaped expectations.

The establishment of a national Bitcoin reserve, funded through forfeited digital assets, further signals that crypto remains a strategic consideration even if not formally acknowledged in the latest blueprint.

Currently trading around $91,900, Bitcoin briefly fell below $90,000 following the release of the strategy, a move compounded by broader macroeconomic pressures and anticipation of a Federal Reserve rate decision.

The administration’s call for increased defense spending among NATO allies has also raised questions about inflation and monetary policy, factors that could influence investor appetite for digital assets.

For now, the omission leaves the industry navigating a familiar gap of strong political rhetoric, scattered policy initiatives, but no comprehensive framework. As the U.S. centers its priorities around AI and quantum computing, crypto’s position in national strategy remains undefined. Is this the end of the ‘Crypto Administration’?

Cover image from ChatGPT, ETHUSD chart from Tradingview