Melt Up or Melt Down?

DAILY MARKET OVERVIEW

What Now??

👋 Hey, Crypto Enthusiasts! Markets are sitting at a decision point, and it feels like something big is getting close.

Prices aren’t moving much, but tension is building. When markets get like this, they usually don’t stay choppy for long. A strong move tends to follow.

• Right now, we’re seeing strength in stocks and in gold and silver, while crypto continues to lag behind.

One reason stocks and metals are holding up is liquidity. Treasury buying has returned, even if it’s not being labeled QE. This has been a familiar pattern over the past year. When volatility drops and liquidity increases, markets tend to grind higher.

❌ Crypto isn’t confirming that strength. Bitcoin has pulled back more than stocks and keeps failing to reclaim key levels. Every bounce is getting sold, showing there’s still a lot of supply overhead. That matters, because Bitcoin often shows stress before stocks do.

Altcoins aren’t giving a clear signal either. Some are holding okay for now while, others look heavy and weak, struggling to take out recent highs. This kind of messy price action is common near major turning points, when the market hasn’t picked a direction yet.

Overall, markets are loading a larger move. A melt-up is still possible if stocks and metals keep pushing higher, but if they roll over, crypto likely feels the pain first.

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Fastest Horse

Interestingly, one of the strongest performers in the crypto market right now is none other than the infamous memecoin, Fartcoin.

It has doubled from its local bottom and, so far this month, has outperformed the majority of altcoins as well as Bitcoin.

If risk-on sentiment returns to the crypto market, Fartcoin may be among the first assets to react, as it is often viewed as an early indicator of speculative appetite.

This could potentially trigger another wave of momentum in memecoins, particularly within the Solana ecosystem and on Pump.fun.

Beyond memes, Uniswap is finally showing tangible progress on its buyback fee proposal. A recent GitHub code update suggests implementation may be approaching.

If buybacks are activated, Uniswap could become one of the more attractive projects to hold in a renewed risk-on environment.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Coinbase to Announce Prediction Markets and Tokenized Equities Next Week 
Coinbase is reportedly set to announce two major new products, prediction markets and a tokenized equities platform, at its December 17th showcase, joining the rapidly growing crypto event-betting sector.

YouTube Creators Can Now Receive Payouts in PayPal's PYUSD Stablecoin YouTube is now allowing its U.S.-based creators to opt for payouts in PayPal's PYUSD stablecoin, a move expected to significantly boost the stablecoin's adoption across the platform’s billions of users.

Hex Trust to Issue and Custody Wrapped XRP to Expand DeFi Utility 
Regulated custodian Hex Trust is launching Wrapped XRP (wXRP) with over $100 million in TVL to expand XRP's use in DeFi on chains like Ethereum and Solana, improving its interoperability with Ripple's RLUSD stablecoin.

Phantom Wallet Integrates Kalshi Prediction Markets 
Phantom wallet now integrates Kalshi's CFTC-regulated prediction markets, allowing users to trade tokenized positions on real-world events using SOL or CASH stablecoins directly within the app.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

CoinBureau – The Fed Is ABOUT TO PRINT!! (12.12.2025 Summary)

Macro analyst 'Guy' from Coin Bureau argues that the US Federal Reserve is trapped. They may talk tough about fighting price hikes, but the reality of the US government's massive debt means they will be forced to flood the market with cash in 2026. This coming "liquidity flood" is expected to send assets like crypto soaring in a phenomenon called the "Everything Code."

Key Points Explained Simply

• The Debt Time Bomb: The US government has an $18 trillion problem, as that much debt needs new financing in 2025 and 2026. Since the interest rates are now much higher, the US will soon spend over $1 trillion a year just to pay the interest, which is more than the defense budget.

• The Only Way Out is to Print: The government cannot afford to refinance this huge debt at high rates like 5%. To prevent an internal crisis, the Federal Reserve will be forced to lower rates and print money, whether they call it "Quantitative Easing" or something else.

• Crypto is the Most Sensitive Asset: Bitcoin's price historically moves hand in hand with the total amount of cash flowing in the global economy. With other countries like China already increasing their money supply, the stage is set for Bitcoin to benefit the most from this worldwide liquidity wave.

• The New Fed Chief Factor: Current Fed Chair Jerome Powell's term ends in May 2026. The likely replacement, Kevin Hasset, is known to favor aggressively cutting interest rates, meaning the market is already betting on an "easy money" policy to start soon.

The Takeaway

The core choice for the US government is between inflation and default, and history shows they always choose inflation. If you believe this is true, the long-term outlook for scarce assets like Bitcoin is very clear: liquidity is coming, and investors should position themselves now and be patient for the major rally that is likely coming in 2026.

Bankless – Rate Cuts! ETH’s Comeback? & All Markets Going Onchain? (12.12.2025 Summary)

The Bankless hosts discuss the latest Federal Reserve meeting, which included the last rate cut of 2025. They argue that this economic pivot, combined with massive institutional adoption, is setting the stage for a new crypto cycle led by Ethereum (ETH).

Key Points Explained Simply

• The Fed's Small Move: The Federal Reserve cut interest rates by 25 basis points, signaling a shift toward easier money. While Bitcoin was down for the week, this overall trend is seen as positive for risk assets like crypto in the long run.

• Wall Street is Coming Onchain: A former SEC Chairman predicted that all US markets will have a version running on a blockchain within the next two years. This is massive news, indicating that regulators and traditional finance ("TradFi") are ready to move their operations, like asset tokenization, onto platforms such as Ethereum.

• Ethereum is Winning Over the Skeptics: Even previously vocal critics and investors who had favored rival chains are now admitting that Ethereum is in its best shape in years. They recognize that Ethereum's strong network security and improved development roadmap make it practically "impossible to replicate" and hard to beat.

• The Liquidity Problem is Getting Fixed: New technology (like ZK sync) is fixing a major headache on the Ethereum network. By creating one shared pool of money across its many speed layers (Layer 2s), the network is becoming much more seamless and efficient for users and traders.

• Money Comes First, Social Second: The social platform Farcaster is pivoting its focus from social networking to the user's wallet and identity. This confirms a core lesson in crypto: the main center of activity is always around assets, money, and trading, not decentralized social media.

The Takeaway

The signs are aligning for Ethereum to lead the next major crypto cycle. With the central bank loosening its grip on money, former rivals changing their tune, and Wall Street preparing to build new financial systems on Ethereum, the hosts suggest this is the time to be bullish on the asset.

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