Chop Zone Returns

DAILY MARKET OVERVIEW

The Dip Continues

👋 Hey, Crypto Enthusiasts! The market is back in full chop mode. Bitcoin’s attempt to regain strength was quickly rejected yet again.

🔻 After briefly reclaiming $105K today, Bitcoin faced another sharp selloff right as U.S. equities opened.

No major headlines or macro catalysts triggered the drop, leading many traders to attribute the move to whale-driven manipulation.

Meanwhile, traditional assets like Gold, Silver, and the S&P 500 continue to push higher, signaling that risk appetite has shifted away from crypto for now.

So what’s next ❓️ 

BTC is still managing to hold above $100K, which remains a key level.

• If it holds, a short-term reversal remains possible.

• If it breaks, we’re likely headed for a retest of $98K, and if that fails potentially $90K next week.

:Market sentiment remains fragile ahead of Thursday’s U.S. CPI release. 🇺🇸 

• Weak data could accelerate the selloff.

• Positive data might offer some short-term relief.

For now, patience remains the best strategy, volatility is high, liquidity is thin, and conviction is low.

THIS NEWSLETTER IS BROUGHT TO YOU BY:
OPENWALLET

Next-level security for your digital assets

Experience top security with Open Wallet. Your wallet blends user-friendliness with strong security.

SOCIAL SENTIMENT

Altcoin Overview

Altcoins remain volatile with money rotating rapidly between trends. Most narratives that drove recent gains are now cooling off.

Privacy Coins: ZEC, DASH, ZEN, ZK rallied on privacy hype, but momentum is fading fast.
Old Coins: FIL, AR, ICP, NEAR gained as capital rotated from privacy plays, now cooling too.
DEX Tokens: UNI’s proposal revived DEX interest; AERO and SUSHI followed. Trend still has legs until UNI burns begin.
Trump Coins: TRUMP, WLFI, MELANIA saw short squeezes, now retraced. Remain very random and high-risk to trade.

⚠️ MARKET INCIDENT: HYPERLIQUID HIT AGAIN

Another concerning development emerged today as Hyperliquid’s automated liquidity vault reportedly lost around close to $5m.

• The losses stemmed from an overexposed short position on the memecoin Popcat, which got aggressively squeezed.

Deposits and withdrawals were temporarily paused but have since been re-enabled.

This event mirrors previous coordinated attacks, similar to the JellyJelly incident, where bad actors manipulate price action to drain protocol liquidity.

Overall, the altcoin market remains highly unstable, caution is strongly advised in the current environment.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Visa Enables Stablecoin Payouts for Global Creators
Visa’s new pilot lets businesses send payments in USDC, enabling instant cross-border payouts for freelancers and creators worldwide.

JPMorgan Launches Deposit Token on Coinbase’s Base Network
JPMorgan debuted its USD deposit token JPMD on Base, enabling 24/7 onchain settlements for institutional clients including Mastercard.

Bitwise’s Spot Chainlink ETF Listed on DTCC
DTCC listed Bitwise’s Chainlink ETF under ticker CLNK, signaling an imminent U.S. launch as XRP ETFs also near approval.

Sonic Labs Introduces Deflationary Fee Model for S Token
Sonic Labs’ new FeeM system burns tokens while rewarding builders, combining incentives and deflation to boost long-term value.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Paul Barron Network – Uniswap Becomes God-Tier Token! (12.11.2025 Summary)

Matt Hougan, CIO at Bitwise, joins Paul Barron to discuss why Uniswap (UNI) could trigger a DeFi revaluation moment. With a major governance proposal in motion, Matt explains how regulatory clarity is unlocking economic value for DeFi tokens, and what this shift means for institutional interest, ETF growth, and the future of tokenized finance.

Key Points

• Fee Switch Proposal Could Reshape UNI – Uniswap’s DAO is close to activating protocol fees, redistributing value to token holders. Hougan calls it "transformative" and a turning point for DeFi tokens.

• DeFi Is Entering a Revenue-Based Valuation Era – With real, measurable cash flows, DeFi tokens like UNI are moving from "governance tokens" to company-like assets, opening the door for institutions to enter confidently.

• Institutions Can Now Price DeFi – Hougan notes that previously, analysts couldn’t value UNI. But with new economics (burns, protocol revenue, LP incentives), even firms like Goldman Sachs could create models.

• Real-Time Transparency Beats TradFi – Thanks to on-chain data, DeFi doesn’t need quarterly earnings. Hougan argues on-chain metrics offer more reliable, real-time financial insight.

• DeFi Summer 2.0 Is Still Coming – Hougan remains bullish on a DeFi revival, as tokens align with better economics and regulation eases barriers.

• Solana ETF and Tokenization at Bitwise – Bitwise’s new SOL ETF launch exceeded expectations, and Hougan sees tokenization as the future for all assets, including ETFs themselves.

• XRP ETF and Market Dynamics – Hougan expects strong inflows into an XRP ETF if launched, emphasizing that excitement, not community consensus, drives ETF demand.

• Uniswap ETF Likely Soon (1940 Act) – A UNI ETF may first appear in a more indirect format. Hougan believes broader DeFi ETF products are around the corner.

Final Takeaway
Uniswap’s economic revamp may lead to a broader revaluation of DeFi assets. With clearer regulations and real yield mechanisms in place, institutions finally have a reason to enter. Hougan sees this moment as a shift toward fundamental-driven crypto investing, and DeFi might just lead the next bull run.

CoinBureau – Crypto Cycle EXTENDED!? ISM And Liquidity EXPLAINED!! (12.11.2025 Summary)

In this video, Coin Bureau explores the theory that the current crypto cycle could extend into 2026, driven by broader macroeconomic trends rather than Bitcoin’s halving. Could the market be entering a new phase, breaking from the usual four-year rhythm?

Key Points – Extended Cycle Thesis

• Bitcoin top delayed? Historically, Bitcoin peaks follow the halving cycle, but no clear top has formed yet in Q4 2025. Raoul Pal believes the cycle may extend until mid-2026.

• ISM vs. Bitcoin correlation – Bitcoin’s cycle has closely mirrored the ISM Manufacturing Index in the past. However, this correlation has broken, with ISM remaining weak for months while crypto hasn’t peaked.

• Debt and liquidity – Global debt cycles may have stretched from 4 to 5.4 years post-COVID, which could be delaying the liquidity surge and crypto rally.

• Skeptics push back – Not all analysts agree. Some argue ISM and liquidity metrics are unreliable, and global M2 (a liquidity measure) has diverged from Bitcoin’s price.

• Macro uncertainty – The US economy isn’t in full recession, but cracks are showing. Meanwhile, liquidity could be peaking as central banks hesitate to support credit markets more aggressively.

• Final phase still ahead? Coin Bureau notes altcoins typically move last in the cycle. If the cycle plays out like before, a final parabolic push may still come in the months ahead.

Final Takeaway

Coin Bureau sees mixed signals: a possibly extended bull cycle due to delayed liquidity and macro shifts, but also signs that the market is behaving as expected—just slower. Altcoins may still rally hard in the final stage.

CRYPTO MEMES

HELP US IMPROVE

WE ALSO READ