Bitcoin Market Echoes Early 2022 as Onchain Stress Mounts: Glassnode
Rising bitcoin supply in loss, weakening spot demand and cautious derivatives positioning were among the issues raised by the data provider in its weekly newsletter.
Crypto
Dogecoin Activity Hits 3-Month High but DOGE Price Action Remains Range-Bound
DOGE network engagement surged to 71,589 active addresses — its highest reading since September — signaling improving chain activity despite muted price performance.
XRP Sentiment Hits Extreme Fear as TD Sequential Flashes Early Reversal Signal
Social sentiment for XRP has collapsed to extreme fear levels, historically preceding short-term rebounds.
Bitcoin Cash gains nearly 40% to become ‘best performing’ L1 of the year
Bitcoin Cash has outpaced every major L1 in 2025, boosted by clean supply dynamics and renewed investor demand.
French banking giant BPCE to launch in-app crypto trading: Report
BPCE will let millions of customers buy and sell BTC, ETH, SOL and USDC directly inside its banking apps.
South Korea to impose bank-level liability on crypto exchanges after Upbit hack: Report
South Korea plans to hold crypto exchanges to the same no-fault compensation standards as banks after an Upbit hack exposed major gaps in consumer protection.
Ether supply squeeze looms with exchanges holding lowest levels since 2015
Ether exchange balances dropped to a decade low of 8.7% as more ETH moved into staking and custody, setting up a potential supply squeeze.
Bitcoin Faces Japan Rate Hike: Debunking The Yen Carry Trade Unwind Alarms, Real Risk Elsewhere
Speculators maintain net bullish positions in the yen, limiting scope for sudden JPY strength and mass carry unwind.
Bitcoin buries the tulip myth after 17 years of proven resilience says ETF expert
ETF expert Eric Balchunas argued Bitcoin’s 17-year track record and multiple recoveries make tulip mania comparisons obsolete despite recent criticism.
Rising Bitcoin ‘liveliness’ indicator suggests bull market may continue: analysts
Bitcoin’s liveliness indicator reached new peaks, suggesting strong demand despite lower prices and signaling the bull market cycle may not be over yet.
State of Crypto: Wrapping Up the Month
Congress continues to make progress on crypto issues but things are moving slowly.
BitMine buys $199M in Ether as smart money traders bet on ETH decline
The largest corporate Ether holder continues to buy the dip, as the industry’s most profitable traders continue to bet millions on ETH’s short-term decline.
French Banking Giant BPCE to Roll Out Crypto Trading for 2M Retail Clients
The service will allow customers to buy and sell BTC, ETH, SOL, and USDC through a separate digital asset account managed by Hexarq.
‘European SEC’ proposal sparks licensing concerns, institutional ambitions
Legal experts are concerned that transforming ESMA into the “European SEC” may hinder the licensing of crypto and fintech in the region.
Two Casascius Coins Holding 2K BTC Moved After 13 Years of Inactivity
The Casascius coins were designed as offline cold storage with embedded private keys, but the project was shut down in 2013 due to regulatory pressure from FinCEN.
Bitcoin profit metric eyes 2-year lows in ‘complete reset:’ BTC analysis
Bitcoin long-term holders lost interest in selling at $90,000, new research showed, as profitability of their BTC supply dried up.
BTC poised for December recovery on ‘macro tailwinds,’ Fed rate cut: Coinbase
Coinbase predicts a December recovery driven by rising global M2 liquidity and lower interest rates, but Fed Chair Powell’s remarks may limit upside, analysts say.
Coinbase Sees Crypto Recovery Ahead as Liquidity Improves and Fed Rate Cut Odds Climb
The crypto exchange also took note of a so-called AI bubble that continues to go strong and a weaker U.S. dollar.
Why CFTC-approved spot Bitcoin, Ethereum trading is a ‘massively huge deal’
Gold has popped 4,000% following CFTC’s approval in the 1970s, leaving Bitcoin and Ethereum with a similar scaling setup.
Professor Coin: When Bitcoin Sneezes—How Crypto and Equities Caught the Same Cold
Academic literature finds that during periods of economic stress, correlations and spillovers between cryptocurrencies and equities spike.
How Much Longer Until We Consider the Bitcoin Power Law Model Invalid?
As the gap between spot bitcoin price and the power law widens, investors are left questioning whether mean reversion is coming or if another cornerstone model is approaching its end.
The Grandma Test: When Your Mom Can Use DePIN, Mass Adoption Has Arrived
Mass adoption doesn’t happen when crypto enthusiasts start using the technology: it happens when your grandma does it without even realizing it, argues Uplink co-founder Carlos Lei.
Anthony Pompliano’s Bitcoin Treasury Firm ProCap BTC Closes SPAC Merger Deal
Shares in the company fell more than 50% this week as the merger approval went forward.
Stablecoin Adoption Is ‘Exploding’ — Here’s Why Wall Street Is Going All-In
Alchemy co-founder and president Joe Lau said stablecoin adoption is exploding as banks, fintechs and payment platforms push beyond the USDT/USDC exchange era.
LUNC Surges Over 160% in a Week as Do Kwon Sentencing and Token Burns Draw Traders
The rally is driven by speculation that a final verdict could bring clarity to the project, as well as technical factors like token burns.
Euro Stablecoin Market Cap Doubles in Year After MiCA, Study Finds
Prior to MiCA, euro-denominated stablecoins’ market cap contracted by 48% in the year leading up to June 2024.
Western Union eyes inflation-resistant ‘stable cards’ as part of its stablecoin strategy
Western Union will roll out a “stable card” for high-inflation economies and issue its own coin as part of a multi-pillar stablecoin and digital asset strategy.
Brokerage behind major crypto treasury deals eyes $10–12B public listing: FT
New York brokerage Clear Street, a key underwriter of the crypto-treasury boom, is planning a $10–12 billion public listing.
Bitcoin treasury firms enter a ‘Darwinian phase’ as premiums collapse: Galaxy
Bitcoin treasury firms are entering a “Darwinian phase” as equity premiums collapse, leverage turns into downside and DAT stocks flip to discounts, Galaxy warns.
2,000 Bitcoin on the move: Rare Casascius coins awaken after 13 years
The physical Bitcoin collectibles were minted when Bitcoin was trading for just $3.88 and $11.69 each, marking a massive potential return.