Crypto Showing Signs of Life?

DAILY MARKET OVERVIEW

Momentum Building or Another Fakeout?

👋 Hey, Crypto Enthusiasts! Let’s dig into the latest action across crypto.

🚥 The market continues to sit at a crossroads. Momentum has improved, yet short term direction remains unresolved.

One clear positive is the sharp reduction in selling pressure coming from the US side. ETF flows have been remarkably steady, holding without meaningful outflows since November 20 when nearly one billion dollars exited in a single session. That stabilization alone has removed a heavy weight from the market.

With that, Bitcoin finally has room to breathe. A push higher looks increasingly possible and a clean reclaim of the 100k level would open the door for the broader uptrend to resume, potentially setting the stage for new highs.

↪️ Still, the opposite path is not off the table. A deeper slide toward the 75k region remains a valid risk if buyers fail to follow through.

For now, caution is warranted, though the bullish goggles are within arm’s reach.

There are several macro and policy currents that could support the upside case over the coming months:

• The Fed’s ongoing discussion of rate cuts

• The coming appointment of a new Fed Chair chosen by Trump in 2026

• A more relaxed regulatory stance from the SEC toward crypto

• End to quantitative tightening

• A presidential administration broadly aligned with market growth

Taken together, these factors form a constructive backdrop, though the market may still need time to build a healthier structure before any sustained move takes hold.

In the near term, choppiness remains the theme. With PCE data arriving tomorrow and a Fed meeting on deck next week, more volatility is almost guaranteed. Stay sharp and stay flexible.

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SOCIAL SENTIMENT

Lighter Token in December?

One of the year’s most anticipated token launches may be closer than many expect.

Lighter, now the largest decentralized exchange by trading volume, has been on everyone’s radar. Its growth has been remarkable, even surpassing the giant Hyperliquid. Traders have embraced Lighter’s 0% fee model, and the team continues to deliver, most recently with the launch of Stocks, which can also be traded with zero fees.

The exchange’s approach mirrors that of the popular platform Robinhood, known for commission-free trading. Interestingly, the founders of Lighter and Robinhood are longtime friends, and Robinhood recently invested in Lighter. This makes a future integration between the two platforms a realistic possibility, giving Lighter access to Robinhood’s more than 25 million funded accounts.

Following the Stocks launch, the Lighter team kept up the pace. Today they enabled deposits for Spot trading and pairs are scheduled to go live later this week. With spot trading in place, the path is clear for Lighter’s token to debut.

We expect this airdrop to be one of the biggest of the year, and all signs point to the token launching this month.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Ethereum’s Fusaka upgrade begins new era
Ethereum launches its Fusaka upgrade, introducing PeerDAS and starting a faster twice per year hard fork schedule focused on scaling and data availability.

Strategy prepares for bitcoin bear market
Strategy builds a 1.44 billion dollar USD reserve as CryptoQuant says the company is positioning for a prolonged bitcoin downturn and reduced BTC buying.

Franklin Templeton launches Solana ETF
Franklin Templeton’s new SOEZ ETF begins trading on NYSE Arca, offering SOL exposure with staking rewards as Solana adoption grows.

Fanatics launches prediction markets with Crypto.com
Fanatics partners with Crypto.com to launch Fanatics Markets, expanding into sports and real world prediction markets with a major two phase rollout.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Benjamin Cowen - Bitcoin Dominance To Soar Again? (04.12.2025 Summary)

Benjamin Cowen breaks down why Bitcoin dominance is likely to keep rising, even if the broader crypto market enters a bearish phase. He compares the current cycle to 2019, highlighting macro similarities and the impact of quantitative tightening (QT) ending. Cowen argues that altcoins may continue bleeding against Bitcoin for a while longer.

Cowen’s Outlook – Key Points

• History Rhyming with 2019
  Bitcoin dominance surged after QT ended in 2019 and may follow a similar path now. Just like then, BTC topped on apathy (not hype), and alts bled against BTC even after the peak.

• Dominance Could Climb Before Alt Relief
  Cowen expects BTC dominance to rise toward 60% or higher. He believes altcoins will continue losing ground until macro conditions - like Fed policy and interest rates - align to favor riskier assets.

• Retail Interest Still Missing
  Unlike in 2017 or 2021, retail participation remains low. Cowen says altseason needs new retail demand, not just recycled liquidity.

• Macro Conditions Still Unfavorable for Alts
  QT just ended, but Cowen doesn’t expect immediate easing. Rates are still high, and without stimulus or rate cuts, alts may continue to struggle.

• Altcoin Capitulation May Still Be Ahead
  He points to patterns where alts often bottom in Q4 or summer, meaning more downside is possible before a real recovery begins.

Final Takeaway
Cowen stays bullish on Bitcoin dominance in the short term. Whether BTC rallies or dips, it will likely continue stealing liquidity from alts. He sees no signs of a true altseason until macro and sentiment shift significantly.

Bankless - Ethereum’s Next Decade: Inside the EF’s Vision (04.12.2025 Summary)

At the Bankless Summit in Buenos Aires, key members of the Ethereum Foundation laid out their vision for Ethereum's next ten years. The talks highlighted the shift from experimentation to real-world execution, revealing both strategic priorities and specific plans for scaling, adoption, and ecosystem alignment.

Key Points

• Scaling Ethereum Layer 1
  Onsgar detailed a shift from long-term theoretical planning to practical, near-term execution. The focus is now on short-term scaling, with a targeted 3x throughput increase per year using improvements like Fusaka and future upgrades. The aim is to support real-world apps, DeFi, and L2s more effectively.

• DeFi-Centric Strategy
  Dankrad proposed Ethereum L1 should become the world’s liquidity layer. He emphasized supporting DeFi with faster block times, fairer MEV handling, and deeper liquidity. Rather than relying on data availability fees from L2s, Ethereum should maintain and grow its role as the central DeFi hub.

• Institutional Engagement
  Tomas explained how the EF is increasingly focused on engaging institutions. They're bridging communication gaps with TradFi by using shared language and highlighting Ethereum’s unique strengths, such as decentralization, security, and programmability.

• Developer and Founder Support
  The Foundation is restructuring to better support founders and devs via initiatives like the Founders Lab and developer education tools like Speed Run Ethereum. This supports long-term innovation and ecosystem growth.

Final Takeaway
Ethereum is entering a new era. The Foundation is prioritizing practical scalability, real-world financial use cases, and ecosystem coordination. The focus now is on execution, institutional engagement, and making Ethereum the backbone of global finance and open-source coordination for the next decade.

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