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SummaryThe US IPO market entered the final stretch of the year with a few small listings, a wave of SPACs, and three notable deal launches on the calendar for the week ahead.With markets recovering from a recent sell-off in growth stocks, we expect several more launches from the pipeline to tee up listings for mid-December, including a potential mega IPO from medical supplies giant Medline.Several lock-ups are expiring in the week ahead, including four from companies that raised at least $50 million. bymuratdeniz/iStock via Getty Images

The US IPO market entered the final stretch of the year with a few small listings, a wave of SPACs, and three notable deal launches on the calendar for the week ahead (CDNL

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This hidden gem is growing revenue at an impressive rate.

A few years ago, Wall Street thought the residential real estate industry was going to vertically integrate. iBuying -- or when companies like Opendoor directly buy and sell homes from consumers -- was promised as the next big thing.

It failed spectacularly. Now, as we sit here in 2025, a new business model may be finally able to modernize the homebuying process: Cloud-based real estate brokers. The Real Brokerage (REAX 0.26%) is a cloud brokerage growing its revenue incredibly quickly as it steals market share across the United States. With a share price below $10, this stock may be about to go parabolic. Here's why.

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Impressive revenue growth; taking market share
A cloud brokerage like The Real Brokerage is not trying to disrupt the entire way people buy homes, but simply make it easier for all parties in the transaction. It is essentially a software layer that acts as a brokerage for individual real estate agents and their teams, eliminating the need to pair up with legacy mortgage brokers.

Offering better revenue sharing, easy-to-use software, and the freedom to build up your own brand as a real estate agent has enabled The Real Brokerage to grow quickly over the last few years. Last quarter, revenue grew 53% year-over-year to $568.5 million, with overall sales going from virtually nothing in 2021 to $1.8 billion over the last 12 months.

Image source: Getty Images.

Why The Real Brokerage may go parabolic
It now has over 30,000 agents that use its software to power real estate transactions, with 2,100 added last quarter. But that is only scratching the surface of the residential real estate market in the United States. Estimates peg the number of agents at over 1 million.

This gives The Real Brokerage plenty of room to keep gaining market share. Now, it is adding new services for its agents, such as title insurance, mortgage financing, and a financial tool called the One Real Wallet. If this impressive growth is sustained, The Real Brokerage will trade at a market cap vastly higher than its $800 million level today, sending its $3.78 share price into the stratosphere over the next few years.

Brett Schafer has positions in Real Brokerage. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

SAN DIEGO, Dec. 06, 2025 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of James Hardie Industries plc (NYSE: JHX) common stock (previously American Depositary Shares until their conversion to common stock on July 1, 2025) between May 20, 2025 and August 18, 2025, both dates inclusive (the “Class Period”), have until Tuesday, December 23, 2025 to seek appointment as lead plaintiff of the James Hardie class action lawsuit. Captioned Laborers’ District Council and Contractors’ Pension Fund of Ohio v. James Hardie Industries plc., No. 25-cv-13018 (N.D. Ill.), the James Hardie class action lawsuit charges James Hardie, as well as certain of James Hardie’s top executives with violations of the Securities Exchange Act of 1934.

If you suffered substantial losses and wish to serve as lead plaintiff of the James Hardie class action lawsuit, please provide your information here:

https://www.rgrdlaw.com/cases-james-hardie-industries-plc-class-action-lawsuit-jhx.html

You can also contact attorneys J.C. Sanchez or Jennifer N. Caringal of Robbins Geller by calling 800/449-4900 or via e-mail at [email protected].

CASE ALLEGATIONS: James Hardie designs and manufactures a wide range of fiber cement building products, with manufacturing plants in both the United States and Australia.

The James Hardie class action lawsuit alleges that despite starting to see North America Fiber Cement customers destocking inventory in April and early May 2025, defendants throughout the Class Period made numerous statements falsely assuring investors that the segment remained strong despite the challenging market environment and expressly denying that inventory destocking was occurring. Investors remained unaware that sales in James Hardie’s largest business segment were experiencing inventory loading by channel partners, with the hallmarks of fraudulent channel stuffing, and not sustainable customer demand as represented, the James Hardie class action lawsuit further alleges.

The James Hardie class action lawsuit also alleges that on August 19, 2025, James Hardie disclosed that sales in North America Fiber Cement declined by 12% due to the customer destocking first discovered by defendants in April through May. On this news, the price of James Hardie’s common stock dropped by over 34%, the James Hardie class action lawsuit alleges.

THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired James Hardie common stock during the Class Period to seek appointment as lead plaintiff in the James Hardie class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the James Hardie class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the James Hardie class action lawsuit. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the James Hardie class action lawsuit.

ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world’s leading law firms representing investors in securities fraud and shareholder litigation. Our Firm has been ranked #1 in the ISS Securities Class Action Services rankings for four out of the last five years for securing the most monetary relief for investors. In 2024, we recovered over $2.5 billion for investors in securities-related class action cases – more than the next five law firms combined, according to ISS. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs’ firms in the world, and the Firm’s attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:

https://www.rgrdlaw.com/services-litigation-securities-fraud.html

Past results do not guarantee future outcomes. 
Services may be performed by attorneys in any of our offices. 

Contact:
        Robbins Geller Rudman & Dowd LLP
        J.C. Sanchez, Jennifer N. Caringal
        655 W. Broadway, Suite 1900, San Diego, CA 92101
        800-449-4900
        [email protected]

HomeStock IdeasLong IdeasIndustrial 

SummaryGeneral Dynamics delivered another strong quarter, surpassing both management and consensus expectations, reinforcing my Buy rating with a $378 target and 12% upside.Double-digit revenue growth, robust backlog expansion to $110 billion, and margin improvements highlight continued demand, especially in Aerospace and defense segments.Management raised FY guidance, now expecting $52 billion in revenue and $15.30–$15.35 EPS, with high backlog conversion visibility into 2026.Capital structure remains solid, supporting ongoing dividends and buybacks, while risk from government spending cuts and competition is currently low to medium. Maikel de Vaan/iStock Editorial via Getty Images

Investment Thesis General Dynamics (GD) has not ceased to please us investors with its reports for the second quarter in a row. After a strong second quarter, it would seem that the results

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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It's a business that's built for the long haul.

For many years, Amazon (AMZN +0.18%) was a poster child for growth stocks and the returns they can deliver. However, over the past 12 months, Amazon's shares have cooled a bit, underperforming the S&P 500 by a narrow margin.

Just in the first 11 months of 2025, Amazon has also underperformed the S&P 500 (7.1% to 16.1%), as well as every "Magnificent Seven" stock except Tesla. So the company has seen better stretches (though, to be fair, it has seen worse, too).

Despite the stock's recent lackluster performance, it remains one of the best long-term choices in the market. Here are three reasons I would buy it like there's no tomorrow.

Image source: Getty Images.

1. Amazon Web Services continues to be the cloud leader
Amazon Web Services (AWS) has always been the leading cloud platform. It has lost market share to platforms like Microsoft Azure and Alphabet's Google Cloud in recent years, but it still holds a commanding lead in market share at 29%, compared to the other two platforms' 20% and 13%, respectively.

The third quarter was a key period for AWS, as some investors grew concerned about its slowing growth. However, it managed to increase revenue by 20% year over year, its highest rate since the fourth quarter of 2022. Its $33 billion in revenue accounted for just over 18% of Amazon's total revenue, but AWS' $11.4 billion in operating income was over 65% of Amazon's total operating income.

AMZN Revenue (Quarterly) data by YCharts.

AWS' impressive quarter can largely be attributed to growing demand for generative AI services and its expanding infrastructure for companies looking to run AI applications.

It also plans to add cloud-computing capacity, providing more computational power and resources for its customers. The plan is to add at least a gigawatt of capacity in the fourth quarter and double its capacity through 2027. According to calculations from investment bank Oppenheimer, each additional gigawatt of capacity could add $3 billion in revenue.

2. Advertising is becoming a tangible business
One segment that seems to fly under the radar for Amazon is its advertising business. Over the past few years, Amazon Ads has been the company's fastest-growing segment, and that continued in the third quarter. With a leading e-commerce business, a booming Prime Video, Twitch streaming, and Fire TV, it has plenty of first-hand data to help potential advertisers create effectively targeted campaigns.

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Management has also announced partnerships that allow Amazon Ads customers to buy space on Netflix, Spotify, and Sirius XM, increasing its appeal to advertisers looking to showcase their products and services beyond just Amazon properties.

Using Amazon Ads goes beyond just getting products and services in front of customers. The company has a suite of tools and resources -- like analytics and cloud marketing -- that provide advertisers with a full in-house stack of solutions. Advertising is shaping up to be a productive, high-margin business for Amazon.

3. E-commerce is still going strong
At the end of the day, Amazon's bread and butter remains its e-commerce business. It's what has made it a household name and what continues to generate revenue to fund capital-intensive, high-growth opportunities. Without the cash-flow-producing e-commerce business, segments like AWS and advertising likely wouldn't be at their current scale.

A major move the company has made is to shift away from a central fulfillment center and toward regional fulfillment centers, which help improve speed and lower logistics costs. As a company that built its e-commerce brand on speed and convenience, this is another step to continuing that.

E-commerce has historically been a low-margin business for Amazon (it spent a lot of time as unprofitable), but management has been steadily improving its margins by using more automation and robotics rather than human labor. Of course, this has led to layoffs, which shouldn't be celebrated, but it has also improved the company's operational efficiency.

Capricor Therapeutics, Inc. (CAPR) Discusses HOPE-3 Phase III Top Line Data for Deramiocel in Duchenne Muscular Dystrophy December 3, 2025 8:00 AM EST

Company Participants

Anthony Bergmann - CFO & Corporate Treasurer
Linda Marbán - Co-Founder, President, CEO & Director
Craig McDonald
Nathaniel Hogan

Conference Call Participants

Leland Gershell - Oppenheimer & Co. Inc., Research Division
Edward Tenthoff - Piper Sandler & Co., Research Division
Joseph Pantginis - H.C. Wainwright & Co, LLC, Research Division
Jonathan H. Soslow
Kristen Kluska - Cantor Fitzgerald & Co., Research Division
Mayank Mamtani - B. Riley Securities, Inc., Research Division
Aydin Huseynov - Ladenburg Thalmann & Co. Inc., Research Division
Catherine Novack - JonesTrading Institutional Services, LLC, Research Division
Boobalan Pachaiyappan - ROTH Capital Partners, LLC, Research Division
Yanan Zhu - Wells Fargo Securities, LLC, Research Division

Presentation

Operator

Good morning, ladies and gentlemen, and welcome to the Capricor Therapeutics HOPE-3 Phase III Topline Data Call. [Operator Instructions] As a reminder, this conference call is being recorded.

I would now like to turn the conference over to our host, Mr. AJ Bergmann, Capricor's Chief Financial Officer. Please go ahead.

Anthony Bergmann
CFO & Corporate Treasurer

Thank you, and good morning, everyone. Before we start, I would like to state that we will be making certain forward-looking statements during today's presentation. Statements may include statements regarding, among other things, the efficacy, safety and intended utilization of our product candidates, our future R&D plans, including our anticipated conduct and timing of preclinical and clinical studies, our enrollment in patients in our clinical studies, our plans to present or report additional data, our plans regarding regulatory filings, potential regulatory developments involving our product candidates, potential regulatory inspections, revenue and reimbursement estimates, projected terms of definitive agreements, manufacturing capabilities, potential milestone payments, our financial position and our possible uses of existing cash and investment resources.

These forward-looking statements

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Despite the challenges posed by various market factors, Strategy has successfully raised substantial capital to maintain operational stability, including meeting dividend obligations.

Key Takeaways

The company plans to hold its Bitcoin reserves unless faced with a liquidity crisis lasting decades.
Recent capital raises and historical performance support the firm's commitment to Bitcoin as a core treasury asset.

Strategy CEO Phong Le said on Friday that the company would only consider selling Bitcoin in the event of a severe liquidity crunch. He also noted that only a decades-long cycle would force them to sell.

“We would sell if we got to the point where we did not have liquidity, and we didn’t have access to US dollars, and we couldn’t sell Bitcoin derivatives,” Le said, speaking in an interview with CNBC’s ‘Power Lunch.’ “But like I’ve said, that’s 2065 until we get there.”

“I don’t know that I’ll be doing this in 2065,” Le added. “Maybe at that point we might have to sell Bitcoin if we have a sustained 40-year-down cycle.”

Addressing concerns about Strategy’s liquidity, the CEO called them “FUD.”

Le said Strategy secured $1.4 billion in only eight and a half days amid market chatter that it might struggle to meet its dividend commitments. The raise provided 21 months of coverage and underscored the company’s ability to tap capital markets during a Bitcoin slump, he noted.

The CEO also dismissed concerns about crypto’s long-term viability as outdated. He noted Bitcoin has gained 45% annually over the past five years, ranking among the world’s best-performing asset classes.

“You can take any small segment of time, like the last two months, and say we’re in a down cycle. Bitcoin is going to go away, cryptocurrency is going to go away. But you have to take a step back. You have to have some diamond hands. You have to realize this is just volatility,” he said.

Strategy adopted its Bitcoin treasury strategy in 2020, becoming a vehicle for investors seeking exposure to the digital asset through public equities before spot Bitcoin ETFs launched in 2024.

The company currently holds 650,000 Bitcoin worth around $58 billion at current market prices.

Disclaimer

Why Trust CoinGape

CoinGape has covered the cryptocurrency industry since 2017,
aiming to provide informative insights to our readers. Our journal analysts bring years of experience in market analysis and blockchain technology to ensure factual accuracy and balanced reporting. By following our Editorial Policy,
our writers verify every source, fact-check each story, rely on reputable sources, and attribute quotes and media correctly. We also follow a
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Grayscale has moved to file fresh paperwork with U.S. regulators to launch its own SUI ETF. This comes just days after 21Shares debuted the very first Sui-based ETF on Nasdaq.

Grayscale Files S-1 as SUI ETF Momentum Builds
The asset manager filed a new S-1 registration statement with the SEC. Approval is being sought for the “Grayscale Sui Trust.” This is a proposed SUI ETF designed to give investors direct exposure to the Sui ecosystem through a publicly traded security.

The firm is filing to expand its range of ETFs after adding many single-asset products this year.

The new product will aim to follow the market performance of SUI minus fees and expenses. It will give investors a regulated way to gain exposure without needing to manage the asset directly.

The new filing comes just days after 21Shares launched the first-ever leveraged SUI ETF in the United States. The product was listed on Nasdaq under the ticker TXXS. It provides 2x daily exposure to SUI price movements using derivatives and not by holding the token outright.

The fund is also designed for short-term speculative trading. It recorded an opening day close at $24.57 with over 4,700 shares traded. It was also the first U.S.-listed ETF linked to the Sui blockchain.

Meanwhile, earlier this year, Canary Funds also pushed to launch its own spot SUI fund. In July, the application officially entered the SEC review phase. This shows that asset managers want to take advantage of the demand from investors in the network.

The Grayscale Sui Trust is a new investment option that works like the company’s other products that focus on a single asset. It is one of the first U.S. securities created just for SUI.

This trust allows investors to gain exposure to SUI without needing to handle direct custody or store it on the blockchain. According to the details provided, the shares aim to closely follow the price of SUI. 

What Other ETFs has The Firm Launched Recently?
The S-1 filing comes amid a series of ETF moves made by the firm in the last weeks. For example, on Tuesday, the firm launched the first US Chainlink ETF in the crypto market on the NYSE Arca.

This is part of its larger strategy to provide regulated access to tokens that will be driving tokenization.

Grayscale also has developed products linked with Dogecon. Its DOGE ETF began trading on the NYSE on November 24. The company also filed an S-3 to convert its existing Zcash Trust into a spot Zcash ETF.

This basically shows the companies’ intention to have a range of crypto related products and enjoy great investor demand.

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure

Do Kwon, the troubled co-founder of Terraform Labs based in Singapore, is facing a possible 12-year prison sentence in the United States due to his role in the collapse of the TerraUSD stablecoin, which resulted in significant losses within the cryptocurrency market.

Do Kwon Seeks Reduced Sentence Of Five Years
Bloomberg reported that in a court filing late Thursday, US prosecutors described the Terraform Labs co-founder’s fraudulent actions as “colossal in scope.” 

They emphasized that his “misleading statements to customers” triggered a domino effect of crises across the crypto landscape, culminating in the downfall of notable entities such as Sam Bankman-Fried’s FTX.

This comes amid a regulatory environment that has grown increasingly lenient under the Trump administration. In late October, President Trump pardoned Binance founder Changpeng Zhao (CZ), who had been convicted for failing to uphold proper anti-money laundering measures.

In a recent court filing, Terraform Labs co-founder expressed a desire for a reduced sentence of five years. His legal team asserted that he has already “suffered substantially” for his actions, noting that he has spent nearly three years in detention conditions described as “brutal” in Montenegro. 

Kwon’s lawyers argued that a five-year prison term would be sufficient and that the prosecutors’ recommendation of 12 years is “far greater than necessary” for justice to be served.

Potential For Sentence Transfer For Terraform Labs Co-Founder
Initially, Kwon pleaded not guilty in January to a nine-count indictment that charged him with securities fraud, wire fraud, commodities fraud, and conspiracy to commit money laundering. However, he changed his plea in August to guilty for conspiracy to defraud and wire fraud. 

During this change, Terraform Labs’ leader acknowledged that his actions included making “false and misleading statements” regarding the restoration of TerraUSD’s peg in 2021, admitting, “What I did was wrong.”

As part of his plea agreement, Kwon has consented to forfeit $19.3 million and some properties. Prosecutors have chosen not to demand restitution for the millions of investors who collectively lost $40 billion, citing that calculating individual losses would be too complicated.

Kwon faces charges in both the US and his native South Korea, where prosecutors are also pursuing a lengthy prison sentence potentially reaching up to 40 years. 

He was arrested in Montenegro in 2023 while using a fake passport, and following a protracted legal battle, he was extradited to the United States in January after spending nearly two years in a Balkan jail.

US prosecutors have indicated they would support Kwon’s opportunity to serve the second half of his sentence in South Korea, provided he adheres to the terms of his plea deal and qualifies for a transfer program. Kwon is scheduled for sentencing by US District Judge Paul Engelmayer on December 11.

The daily chart shows LUNC’s price surge on Friday. Source: LUNCUSDT on TradingView.com
When writing, Terraform Labs’ native token Luna Classic (LUNC) saw a 75% increase in response to Do Kwon’s probable sentence, trading at $0.000050 and placing it at the helm of the market’s top performers on Friday. 

Featured image from DALL-E, chart from TradingView.com 

Editorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. We uphold strict sourcing standards, and each page undergoes diligent review by our team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of our content for our readers.

What's in store for PI in the second week of December?

Pi Network’s native token has proven in recent months to defy the overall market trend. For example, it actually posted some gains during November when BTC, ETH, XRP, and other larger-cap altcoins dropped by double digits.

In contrast, the overall market started to recover at the start of December, with bitcoin climbing past $94,000 and ETH surging beyond $3,200 at one point. PI, though, lagged and couldn’t produce similar increases. Just the opposite, it’s actually down by 12% in the past week and now sits inches above $0.22.

Consequently, we asked ChatGPT about its take on the matter and whether the following week will be more positive for PI.

Pi Network’s PI Price on CoinGecko
Technical Side
OpenAI’s solution offered some grim perspective for the PI bulls. It noted that the overall trading volumes have declined lately, which, coupled with the asset drop from $0.28 to $0.225 as of now, shows that the trend structure has turned bearish for the short-term, but it “has not broken the macro support.”

Despite the ongoing decline, Pi Network’s token remains well above the October all-time low of $0.172. It needs to rebound from the first crucial support at $0.21-$0.22, which would mean that “the broader recovery structure remains intact.” If it breaks below it, though, then it can test the October lows once again.

Should it bounce, PI’s first main obstacle is situated at $0.24-$0.25, which seems like a tall task given the overall trend in the past week. In fact, ChatGPT warned that PI is likely to stay below that level as long as there’s no major update coming to shake things up a bit.

Most Likely Scenario
After categorizing a breakout past $0.25 as the least probable scenario, ChatGPT outlined that a bear case – meaning a drop below $0.20 – is also quite unlikely, unless the overall market structure doesn’t collapse. If the market conditions remain identical, it believes PI will trade sideways in the following week with a lower boundary of $0.22 and an upper one at $0.24.

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Bitcoin (BTC) Plunges Before the FOMC Meeting, Pi Network (PI) Soars by 15%: Market Watch

Using ChatGPT to Understand When to Buy Pi Network (PI)

“PI’s weekly decline does not necessarily signal a trend reversal. The token remains structurally stable above $0.21, but momentum has shifted in favor of caution. The next week will be critical — holding support could set the stage for a rebound, while a breakdown risks extending the correction toward $0.20,” concluded the AI platform.

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Many in the crypto space have echoed a familiar sentiment over recent months: “The four-year crypto market cycle is dead.” Experts from the Bull Theory assert that while the four-year cycle may have come to an end, the Bitcoin bull run itself is merely delayed and could stretch until 2027.

Why The Four-Year Cycle May Be Ending
In a recent post on social media platform X, formerly known as Twitter, the Bull Theory analysts noted that the concept of Bitcoin adhering to a neat four-year cycle is weakening. 

They highlighted that significant price movements over the last decade weren’t solely driven by Halving events; rather, they were influenced by shifts in global liquidity. 

The analysts pointed to the current landscape of stablecoin liquidity, which remains high despite recent downturns, indicating that larger investors are still engaged in the market, poised to invest when appropriate macroeconomic conditions arise.

In the US, Treasury policies are emerging as pivotal catalysts. The recent buybacks are notable, but the analysts emphasize that the larger narrative lies in the Treasury General Account (TGA) balance, which is currently around $940 billion—almost $90 billion above its normal range. 

This surplus cash is likely to flow back into the financial system, enhancing financing conditions and adding liquidity that typically gravitates toward risk assets.

Globally, the trends appear even more promising. China has been injecting liquidity for several months, while Japan recently announced a stimulus package worth approximately $135 billion, alongside efforts to simplify cryptocurrency regulations. 

Canada is also moving toward easing its monetary policy, and the US Federal Reserve (Fed) has officially halted its quantitative tightening (QT) measures—a historical precursor to some form of liquidity expansion.

Political And Monetary Factors Align To Create Bullish Condition
The analysts explained that when major economies adopt expansive monetary policies simultaneously, risk assets like Bitcoin tend to respond more rapidly than traditional stocks or broader markets. 

Additionally, potential policy tools, such as the Supplementary Leverage Ratio (SLR) exemption—implemented in 2020 to allow banks more flexibility in expanding their balance sheets—could return, resulting in increased credit creation and overall market liquidity.

There is also a political dimension to consider. President Trump has discussed potential tax reforms, including abolishing income tax and distributing $2,000 tariff dividends. 

Furthermore, the likelihood of a new Federal Reserve chair who supports liquidity assistance and is constructive toward cryptocurrency could bolster conditions for economic growth.

Extended Bitcoin Uptrend
Historically, whenever the Institute for Supply Management’s Purchasing Managers’ Index (ISM PMI) surpasses 55, it has been followed by periods of altcoin season. The probability of this occurring in 2026 appears high, according to the Bull Theory.

The convergence of rising stablecoin liquidity, the Treasury’s injection of cash back into markets, global quantitative easing, the cessation of QT in the US, potential bank-lending relief, pro-market policy shifts in 2026, and major players entering the crypto sector suggests a very different scenario than the old four-year halving model. 

The analysts concluded that if liquidity expands concurrently across the US, Japan, China, Canada, and other significant economies, Bitcoin is unlikely to move counter to that trend.

Therefore, rather than experiencing a sharp rally followed by a prolonged bear market, the current environment indicates a more extended and broader uptrend that could span through 2026 and into 2027.

The daily chart shows BTC’s price retracing below $90,000 once again on Friday. Source: BTCUSDT on TradingView.com
Featured image from DALL-E, chart from TradingView.com

Bitcoin’s price outlook has turned increasingly uncertain after its latest recovery attempt failed to reclaim the crucial $94,000 level. The market is shifting rapidly as tightening liquidity, fading risk appetite, and growing macroeconomic concerns compress BTC into a narrow range between strong support and heavy resistance. Traders are now closely watching buyer reactions to persistent sell-side pressure, with broader economic data and large transfers adding to the unease.

Market sentiment weakened sharply after BlackRock moved $125 million worth of BTC to Coinbase, triggering concerns of potential redistribution or strategic repositioning. Because this occurred during an already fragile moment for Bitcoin, the transfer amplified hesitation among traders. Each rebound has struggled to sustain momentum, allowing sellers to remain in control while buyers show little willingness to chase volatile moves.

Additional pressure came from the recent U.S. PCE inflation reading of 2.8%, which heightened fears of delayed policy easing. The combination of macro uncertainty and the timing of BlackRock’s transfer deepened short-term caution across the market. Liquidity has thinned noticeably near resistance, signaling reduced exposure and reinforcing current downside risks.

Bitcoin continues to stall near the $94K rejection zone, with the price hovering around $89,291 and repeatedly failing to break through. Analysts warn that the pattern of stalled rebounds points to weakening demand and raises the probability of a retest near $88K. Sellers have been aggressively defending the upper threshold, creating an increasingly constrained environment for buyers.

The technical picture reinforces bearish expectations. BTC is trading inside a pennant-style bearish flag following its sharp decline, suggesting continuation unless buyers can shift momentum. Parabolic SAR dots remain positioned above the candles, highlighting persistent seller dominance. Meanwhile, the DMI shows the -DI slightly above the +DI, supported by an ADX reading that indicates a trend strong enough to continue.

If buyers fail to hold the $87K support, Bitcoin could decline toward $84K before any rebound attempt. This zone may provide the stability needed for a more durable recovery, but the market remains highly reactive as traders await the next decisive move.

<Copyright ⓒ TokenPost, unauthorized reproduction and redistribution prohibited>

Why are giants like BlackRock and BitMine racing to amass millions of ETH?

The XRP Ledger is increasingly framed as purpose-built infrastructure for high-volume financial settlement, signaling its expanding role in supporting tokenized activity and real-world value flows across institutional environments.

Why Trust CoinGape

CoinGape has covered the cryptocurrency industry since 2017, aiming to provide informative insights to our readers. Our journal analysts bring years of experience in market analysis and blockchain technology to ensure factual accuracy and balanced reporting. By following our Editorial Policy, our writers verify every source, fact-check each story, rely on reputable sources, and attribute quotes and media correctly. We also follow a rigorous Review Methodology when evaluating exchanges and tools. From emerging blockchain projects and coin launches to industry events and technical developments, we cover all facets of the digital asset space with unwavering commitment to timely, relevant information.

The Bitcoin price continues to face uncertainty after a recent recovery attempt failed to reclaim $94K. Market conditions are now changing rapidly with tightening of liquidity flows and softening of sentiment. The BTC price moves between firm support zones and heavy resistance, creating a narrow field for near-term decisions. 

The situation has become conditional upon the reaction of buyers to pressure and the greater transfers and economic statistics provoke new apprehension. The market is getting ready to make another decisive move as responses are tightening around hot spots.

BlackRock’s Transfer Sparks Market Unease
The Bitcoin price narrative shifted sharply after BlackRock moved $125M in BTC to Coinbase. This shift put strain because traders learned when to do it when the market was in a delicate situation. 

The BTC price reacted with hesitation because large inflows often signal immediate repositioning. The sellers became complacent as every rebound could not stand. Customers retreated rather than pursuing unpredictable actions.

New macro pressure was then absorbed in the market when the U.S. PCE inflation increased to 2.8 and this pushed Bitcoin down. This reading made people more cautious in the short term as traders revised expectations before potential policy changes. The decline strengthened the impact of BlackRock’s transfer since both events aligned with weak sentiment.

The liquidity became thin at the resistance as participants became less exposed. These circumstances added to the prevailing stress in the market. The Bitcoin price now faces stronger headwinds as traders track upcoming flows.

BlackRock has deposited $125,500,000 in $BTC and $2,500,000 in $ETH to Coinbase today.

More selling? pic.twitter.com/DliEz58VKG

— Ted (@TedPillows) December 5, 2025

Rejection Zone Signals Mounting Downside Risk
The BTC price continues to stall near the $94K barrier as sellers defend the region. The Bitcoin price attempted several rebounds, yet each push failed before breaking resistance. 

Meanwhile, the Bitcoin valuation is at 89,253, and it indicates a steady rejection pressure. Buyers find it difficult around this area because every progress is short lived. 

This trend raises the anticipation of a retest around $88K, supported by a top market analyst who observed that recurring failures are indicative of weakening demand. In particular, sellers become very aggressive when the price goes close to the ceiling.

Many observers now consider how the BlackRock transfer interacts with this pattern. The more traders are rejected, the more they prepare to be volatile. The BTC price now approaches a decisive point that may direct the next move.

BTC/USDT Daily Chart (Source: X)
Pennant Bearish Flag Hints Deeper Weakness
The Bitcoin price continues to trade inside a defined pennant bearish flag, and this structure shapes immediate expectations. The trend that appears following a steep fall and squeezes the price within a tightening range, which is usually an indication of continuation when the buyers are unable to reverse the momentum.

The parabolic SAR provides good understanding in this regard. This tool follows the direction of the trend by dots around the movement of the price. At this moment, all the SAR dots are above the candles, indicating that sellers continue to control the trend. This stance also cautions that purchasers find it difficult to decelerate downside pressure.

The DMI adds another layer. The +D and -D lines gauge the buyer-seller strength. The -D at 25 is above +D at 24 with a definite sell-side strength. This is supported by ADX at 24 since it indicates a trend that is strong enough to persist. These joint readings are pennant in a wider sense.

The following step is based on support. Buyers must defend $87K. Failure there could send the BTC price toward $84K before any rebound, a zone that influences the long-term Bitcoin market outlook.

BTC/USD 4-Hour Chart (Source: TradingView)
To conclude, Bitcoin price now enters a critical phase after several failed attempts near $94K. BlackRock’s significant transfer increased uncertainty and pushed traders to reassess short-term expectations. 

The next decisive reaction point will be observed at the level of $88K before any further extension by the market analysts. The market might drop to $84K first and that area might provide more stability and provide the base required to make a significant recovery and a more long-lasting recovery effort.

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure

Tom Lee has reiterated one of the most aggressive Ethereum targets in the market, telling attendees at Binance Blockchain Week on 4 December that ETH could eventually trade at $62,000 as it becomes the core infrastructure for tokenized finance.

“Okay, so let me explain to you why Ethereum, now that we’ve talked about crypto, […] is the future of finance,” Lee said on stage. He framed 2025 as Ethereum’s “1971 moment,” drawing a direct analogy to when the US dollar left the gold standard and triggered a wave of financial innovation.

Lee’s Thesis For Ethereum
“In 1971, the dollar went off the gold standard. And in 1971, it galvanized Wall Street to create financial products to make sure the dollar would be the reserve currency,” Lee argued. “Well, in 2025, we’re tokenizing everything. So it’s not just the dollar that’s getting tokenized, but it’s stocks, bonds, real estate.”

In his view, this shift positions ETH as the primary settlement and execution layer for tokenized assets. “Wall Street is, again, going to take advantage of that and create products onto a smart contract platform. And where they’re building this is on Ethereum,” he said. Lee pointed to current real-world asset experiments as early evidence, noting that “the majority of this, the vast majority, is being built on Ethereum,” and adding that “Ethereum has won the smart contract war.”

Lee also stressed that ETH’s market behavior has not yet reflected that structural role. “As you know, ETH has been range bound for five years, as I’ve shaded here. But it’s begun to break out,” he told the audience, explaining why he “got very involved with Ethereum by turning Bitmine into an ETH treasury company, because we saw this breakout coming.”

The core of his valuation case is expressed through the ETH/BTC ratio. Lee expects Bitcoin to move sharply higher in the near term: “I think Bitcoin is going to get to $250,000 within a few months.” From there, he derives two key ETH scenarios.

First, if the ETH/BTC price relationship simply reverts to its historical mean, he sees substantial upside. “If ETH price ratio to Bitcoin gets back to its eight year average, that’s $12,000 for Ethereum,” he said. Second, in a more aggressive case where ETH appreciates to a quarter of Bitcoin’s price, his long-standing $62,000 target emerges: “If it gets to 0.25 relative to Bitcoin, that’s $62,000.”

🔥 TOM LEE CALLS FOR $62,000 $ETH

“I think Ethereum’s going to become the future of finance, the payment rails of the future and if it gets to .25 relative to Bitcoin that’s $62,000. Ethereum at $3,000 is grossly undervalued.” pic.twitter.com/VydvLou9IE

— CryptosRus (@CryptosR_Us) December 4, 2025

Lee links these ratios directly to the tokenization narrative. “If 2026 is about tokenization, that means Ether’s utility value should be rising. Therefore, you should watch this ratio,” he told the crowd, arguing that valuation should track growing demand for ETH blockspace and its role as “the payment rails of the future.”

He concluded with a pointed assessment of current levels: “I think Ethereum at $3,000, of course, is grossly undervalued.”

At press time, ETH traded at $3,128.

ETH price, 1-week chart | Source: TOTAL on TradingView.com
Featured image created with DALL.E, chart from TradingView.com

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Nasdaq-listed Strive, the 14th-largest publicly-listed Bitcoin treasury firm, has urged MSCI to reconsider its proposed exclusion of major Bitcoin holding companies from its indexes. 

In a letter to MSCI’s chairman and CEO, Henry Fernandez, Strive argued that excluding companies whose digital asset holdings comprise more than 50% of total assets would reduce passive investors’ exposure to growth sectors and would fail to capture companies it intends to.

Losing a spot in MSCI indexes could be a significant blow to digital asset treasury firms. JPMorgan analysts had earlier warned that Strategy, a Bitcoin treasury firm listed in the MSCI World Index, could lose $2.8 billion if MSCI moves ahead with the proposal. 

Strategy chair Michael Saylor has since stated that the company is in communication with the index provider regarding the issue. 

Large Bitcoin holders are at the forefront of AI: Strive CEOStrive CEO Matt Cole argued that major Bitcoin miners such as MARA Holdings, Riot Platforms and Hut 8 — all potential firms in the exclusion list — are rapidly diversifying their data centers to provide power and infrastructure for AI computing. 

Source: Matt Cole“Many analysts argue that the AI race is increasingly limited by access to power, not semiconductors. Bitcoin miners are ideally positioned to meet this rising demand,” he said. 

“But even as AI revenue comes in, their Bitcoin will remain, and your exclusion would too, curtailing client participation in the fastest-growing part of the global economy.”

Bitcoin structured finance is growingThe exclusion would also cut off companies like Strategy and Metaplanet, which offer investors a similar product to a variety of structured notes linked to Bitcoin’s returns from the likes of JP Morgan, Morgan Stanley and Goldman Sachs, argued Cole. 

“Bitcoin structured finance is as real a business for us as it is for JPMorgan. In fact, we, like other Bitcoin companies, have been open about our intent to make this our core vertical. It would be asymmetric for us to compete against traditional financiers, weighed down by a higher cost of capital from passive index providers’ penalties on the very Bitcoin enabling our offerings.”

A 50% Bitcoin threshold is unworkableCole said the proposal is unlikely to be workable in practice, as tying the inclusion of the index to a volatile asset would mean companies would “flicker” in and out of the index, raising management costs and tracking errors. 

There’s also the issue of measuring when digital asset holdings reach 50% as companies gain exposure to digital assets through various instruments. 

“The question is not theoretical. Trump Media & Technology Group Corp., holder of the tenth-largest public Bitcoin treasury, did not appear on your preliminary exclusion list because its spot holdings comprised just under 50% of total assets,” said Cole.

“Yet Trump Media is not there simply because it is the first large treasury to seek substantial digital asset exposure through derivatives and ETFs.” 

Instead of a broad-stroke exclusion, Strive has urged the MSCI to consider creating an “ex-digital asset treasury” version for its existing indexes. 

“Asset owners that wish to avoid these companies could select those benchmarks, while others could continue to use the standard indices that most closely represent the full investable equity universe.”

Magazine: The one thing these 6 global crypto hubs all have in common…

CoinShares, one of Europe’s largest digital-asset investment firms, is pushing back on renewed questions about Tether’s ability to cover its USDT liabilities after comments from BitMEX co-founder Arthur Hayes suggested the stablecoin issuer could be vulnerable to a sharp drop in the value of some reserve assets.

In a market note published on Dec. 5, CoinShares’ head of research, James Butterfill, said the latest solvency concerns “look misplaced,” pointing to Tether’s most recent attestation, which shows a headline surplus of assets over liabilities. Butterfill argued the numbers do not, at present, indicate a systemic vulnerability for USDT.

The recent pushback follows Hayes’ recent warning that as Tether increases its exposure to Bitcoin and gold, it will also make it increasingly likely that a steep pullback in these assets could undermine its cushion on equity. He said a roughly 30% decline in those assets could, in theory, wipe out Tether’s equity buffer and render USDT “theoretically insolvent.”

That argument quickly spread across crypto news sites and social media feeds. Butterfill replied with a short assessment of the data. The most recent attestation by Tether shows $181 billion in reserves and approximately $174.45 billion in liabilities, resulting in a surplus of nearly $6.55 billion. The study note also noted Tether’s abnormally strong profitability this year, with a year-to-date profit of more than $10 billion, and found that the available data at present does not imply a systemic weakness.

CoinShares says Tether’s profits and surplus reserves blunt volatility risks 
CoinShares acknowledged that there are risks associated with stablecoins and should not be overlooked, but still stated that the current Tether data have not shown signs of systemic vulnerability.

“Tether is still one of the most profitable companies in the sector, generating $10 billion in the first three quarters of the year — an unusually high figure on a per-employee basis,” CoinShares’ head of research wrote.

Tether’s Q3 disclosures — confirmed in an attestation it issued and widely reported by industry press — break down substantial portions of its reserves as large holdings of U.S. Treasuries (roughly $135 billion), along with approximately $12.9 billion of gold and $9.9 billion of Bitcoin.

Those gold and Bitcoin positions are exactly the ones Hayes named as potential sources of volatility; CoinShares recognised the exposure, but added that the headline reserve — liability gap and strong profitability mitigate near-solvency risk.

Tether counters solvency fears as critics target high-risk assets
Although speculation about Tether’s financial health is hardly new — media outlets have been tracking its reserves and asset backing for years — the latest flurry of solvency concerns appears to have arisen thanks to Arthur Hayes. 

Last week, the BitMEX co-founder said it was “in the early innings of running a massive interest-rate trade,” claiming a 30% drop in its Bitcoin and gold holdings would “wipe out their equity” and leave its USDt stablecoin technically “insolvent.” Both assets make up a substantial portion of Tether’s reserves, with the firm increasing its gold exposure in recent years.

Tether is facing criticism from more than just Hayes. CEO Paolo Ardoino recently pushed back on S&P Global’s downgrade of USDt’s ability to defend its US dollar peg, dismissing the move as “Tether FUD” — shorthand for fear, uncertainty, and doubt — and citing the company’s third-quarter attestation report in its defense.

S&P Global downgraded the stablecoin due to stability concerns, citing its exposure to “higher-risk” assets, including gold, loans, and Bitcoin. According to CoinMarketCap, Tether’s USDt remains the largest stablecoin in the cryptocurrency market, with $185.5 billion in circulation and a market share of nearly 59%.

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On 3rd December, official filings and press releases announced Twenty One Capital’s upcoming debut on the New York Stock Exchange (NYSE), positioning the company as one of the largest Bitcoin treasury firms ever to enter public markets. The listing brings a dedicated Bitcoin balance sheet into Wall Street’s core ecosystem, signaling a structural shift in how institutional investors can gain long-term BTC exposure.

A Bitcoin Treasury Giant Steps Onto The NYSE Stage
Twenty One Capital’s NYSE entry is anchored by its business combination with Cantor Equity Partners (CEP), the SPAC serving as the public-market vehicle for the transaction. CEP shareholders have already approved the merger, and the deal is expected to close around December 8. Once completed, the combined entity will operate as Twenty One Capital, Inc. and begin trading on December 9 under the ticker XXI. 

The original announcement, released through official press channels and SEC-related filings, emphasized CEP’s central role in enabling the listing and establishing the company’s public-market structure. CEO Jack Mallers also highlighted the milestone on X, noting the company’s readiness for its debut.

According to this press announcement, Twenty One Capital will debut with an estimated 43,500 BTC, a reserve valued near $4 billion at recent market levels. This immediately places it among the top corporate Bitcoin treasuries globally. Unlike companies that hold Bitcoin as a secondary reserve, Twenty One is specifically engineered around a Bitcoin-native model. The firm intends to report “Bitcoin-per-share,” providing investors a transparent look at how much BTC each equity unit represents. It also pledges full, on-chain proof-of-reserves, positioning itself as a high-transparency asset custodian at launch.

This model effectively transforms Twenty One into a regulated balance-sheet wrapper for Bitcoin. It lowers operational friction for institutional allocators who want direct BTC exposure without the complexities of crypto custody, self-storage, or exchange-based acquisition. By listing on the NYSE rather than relying on ETFs or derivatives, Twenty One creates a regulated public equity vehicle that holds, safeguards, and transparently tracks Bitcoin for institutional and retail investors alike.

Wall Street’s New On-Ramp To Institutional BTC Exposure
The market impact of Twenty One’s listing reflects the accelerating integration of Bitcoin into mainstream financial architecture. The company’s backers—including Tether-linked entities, Bitfinex-aligned interests, SoftBank-connected capital, and Cantor’s public-markets network—provide a cross-sector foundation aimed at bridging crypto-native philosophies with institutional liquidity channels. 

Under this structure, Twenty One aims to become a long-term institutional treasury vessel—a regulated balance sheet that accumulates BTC and gives investors an equity-linked way to participate in Bitcoin’s upside without engaging directly with crypto custody or trading infrastructure.

As the NYSE debut approaches, Twenty One Capital embodies a pivot point where BTC’s role in capital markets shifts from speculative asset to institutional treasury instrument. If XXI attracts sustained flow, it could set a new blueprint for how corporate entities engage with Bitcoin—anchoring Wall Street’s next phase of digital-asset adoption.

BTC price holds above $91,000 | Source: BTCUSD on Tradingview.com
Featured image created with Dall.E, chart from Tradingview.com

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I'm Sandra White, a writer at Bitcoinist, and I provide the latest updates on the world of cryptocurrencies. I believe crypto a gateway to a new order and I have made it my life's mission to help educate as much people as possible.
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Fundstrat’s Tom Lee told attendees at Binance Blockchain Week that he believes the worst leg of the recent crypto slump is likely over and that markets may be ready for a gradual recovery. He pointed to weakening selling pressure and growing underlying activity as reasons for cautious optimism.

Market Sentiment May Be Near A Turning Point
According to Lee, mood on the street turned darker after October, with many investors showing fatigue after steady losses. He said the current selling looks closer to exhaustion than to the start of another major decline. Trading desks have cut back. Volume has thinned. Sentiment is low. Lee argued that often, when pessimism peaks, conditions for a reversal begin to form.

Bitcoin Drawdowns Are Not Uncommon
Based on reports, Bitcoin has fallen about 36% from its all-time high in the recent retreat. That size of drop has happened in prior cycles, including 2017 and 2021, and has been followed by rallies that reached new records.

“Crypto prices likely bottomed. The best years of growth are still ahead: there is 200x adoption to come.” – Tom Lee, Chairman of Bitmine pic.twitter.com/fPWbWdaosO

— Binance (@binance) December 4, 2025

Lee pointed to long-term returns for bitcoin and ether compared with some traditional assets over the last decade, saying crypto’s gains were larger. He used that history to support the idea that patient holders have been rewarded after past stress.

Tokenization Could Be A Major Story In 2026
Lee also presented tokenization as a key theme for the future. He said large institutions are preparing to move more financial products on-chain and that, if real estate joins the shift, close to a quadrillion dollars in assets could eventually be tokenized.

Stablecoins were cited as an early example of why tokenized instruments can attract demand. He suggested that a broader institutional push could add steady interest to the market over time.

BTCUSD now trading at $91,118. Chart: TradingView
BlackRock’s Bitcoin ETF Was Highlighted As A Signal
Reports have disclosed that BlackRock’s bitcoin ETF has become one of the firm’s top fee-earning products, a fact Lee used to show growing involvement from legacy finance. That kind of institutional participation, he argued, points to deeper engagement from big players who were previously on the sidelines.

Adoption Gap Suggests Large Upside
According to Lee, only 4.4 million bitcoin wallets hold more than $10,000 in BTC, while nearly 900 million people globally have more than $10,000 in retirement savings.

He said that gap shows how early the market still is and argued that if just a fraction of those savers put money into bitcoin, adoption could expand by as much as 200 times. The figure is speculative, he acknowledged, but he used it to show the potential scale for future demand.

What This Means For Investors Now
Lee questioned whether the old four-year cycle should be used as a strict guide. He suggested recent moves were driven more by de-leveraging and structural shifts than by the halving rhythm that shaped earlier cycles.

Featured image from Unsplash, chart from TradingView

Terra Luna Classic (LUNC) jumped nearly 100% today, after CoinDesk journalist Ian Allison appeared at Binance Blockchain Week Dubai wearing a vintage Terra Luna logo t-shirt while moderating interviews with executives from Mastercard, Ripple, and TON.

The image circulated across X and Telegram within hours, triggering discussion that the moment felt like a nostalgic revival of one of crypto’s most notorious altcoins.

Journalist Ian Allison Wearing a Terra Luna T-shirt at the Binance Blockchain Week in DubaiSponsored

Terra Luna Is Back? Not QuiteTraders had already been rotating into LUNC ahead of a scheduled network upgrade supported by Binance. 

The exchange confirmed it would pause deposits and withdrawals during the upgrade, signalling strong operational backing from the world’s biggest trading venue.

Terra Luna Classic (LUNC) Price Chart on December 5. Source: CoinGeckoThat announcement pushed volume sharply higher, setting the stage for fast speculative flows.

Token burn trackers reported aggressive supply reduction recently, including hundreds of millions of LUNC removed from circulation in the past week. Community messaging amplified the theme, reviving the idea of a shrinking float.

Sponsored

This narrative resurfaced at the same moment as Allison’s shirt went viral, reinforcing the perception of a coordinated cultural comeback.

The Do Kwon EffectThe rally also coincides with renewed attention on Do Kwon’s ongoing sentencing proceedings in the United States. Traders view developments toward legal conclusion as a potential reset point, allowing LUNC to trade like a legacy meme asset rather than a distressed one.

Sponsored

As volume spiked and spot markets tightened, the narrative gained traction quickly.

As expected, the DOJ wants a 12-year prison sentence for Do Kwon. Their sentencing submission suggests they don't buy Kwon's apologies, and they attack his attempts to evade blame and cast himself as a victim of Montenegrin officials. pic.twitter.com/Ub8MKk8iiP

— Alexander Osipovich (@aosipovich) December 5, 2025
Why the T-Shirt Moment Landed So LoudlyTerra’s collapse remains one of crypto’s most dramatic episodes, erasing billions in market value in 2022 and triggering regulatory crackdowns worldwide. Many in the industry still associate the logo with that moment — a symbol of excess, leverage, and systemic failure.

Seeing the design reappear on a main stage alongside established institutions added an unexpected emotional layer to the rally. It represented a strange throwback and also an emotional provocation.

Sponsored

$LUNC just went x2 and added 150 million to its market cap.

Not because of some innovation, not because of fundamentals, but simply because a @IanAllison123 from CoinDesk wore a $LUNC t-shirt on camera.

This is the reality of the market. People are not chasing technology,… pic.twitter.com/TpHeZwCWgm

— Cryptech Sam 𐤊 (@Cryptech_Sam) December 5, 2025
Terra’s Ghosts Are Still HereTerra’s algorithmic stablecoin unraveled three years ago, triggering contagion that spread into lending platforms, hedge funds, and later exchanges. Millions of investors were left underwater, and it drove the biggest crypto winter to date. 

Today’s rally simply shows that memory, speculation, and narrative still carry weight in crypto — sometimes more than fundamentals.

As LUNC surged, the sight of that shirt reminded markets how quickly sentiment can swing, even for a project once written off as irrecoverable.

Bitcoin is doing better now after a few weeks of turbulence.

Cover image via www.freepik.com

Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.

The graph painfully illustrates that XRP is on the verge of a collapse. As momentum continues to deteriorate, and every attempt to regain lost ground is met with aggressive selling, the asset is now pushing against the lower boundary of its descending channel for the third time. This is XRP’s last chance to prevent a sharp decline toward the $1.00 region.

The 50-day, 100-day and 200-day moving averages are all sloping downward and stacking into a dense resistance block above $2.40-$2.60. The price has repeatedly failed to break above this cluster of moving averages. This is precisely the type of framework that stifles attempts at recovery.  

XRP/USDT Chart by TradingViewXRP has not even been able to sustain its short-term rebounds. XRP is currently positioned slightly above its channel’s lower trendline. Losing this level eliminates the only remaining technical justification for short-term stabilization, in addition to breaking the structure. Price action nearly always quickens downward after the channel fails, because there is no longer any intermediate support.

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The gap below it is significant for XRP, and the next major historical demand zone does not emerge until the $1.40-$1.20 range. Even $1.00 becomes a realistic magnet if sentiment continues to decline.

An increase in volatility should be expected by investors. Either the structure collapses and the market finally flushes out long-held positions, or XRP holds this channel and delivers a short-term bounce, possibly its final chance to reclaim the $2.30 midpoint.

The issue is that nothing on the chart points to strength: momentum indicators are hovering close to breakdown levels, volume is muted and there are no tailwinds in the overall market.

Bitcoin needs one moveBitcoin is getting close to one of those situations where a single breakout could completely alter the course of the market. Following weeks of severe selling, and a strong decline into the mid-$80,000 range, Bitcoin has now stabilized and is making its way back to a crucial decision zone.

The chart has a distinct structure, with a coiled setup that typically precedes an impulsive move, a slowdown into resistance and a sharp recovery off the lows. The simple key level is the $94,000-$96,000 band. This is where the last unsuccessful rally stalled, declining moving averages converged and previous support became resistance. Additionally, it is the barrier that prevents Bitcoin from moving forward in a meaningful way.

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The next stage will be a rapid expansion move toward six figures, rather than a slow upward trend, if Bitcoin can break through this block with high volume. The reasoning is straightforward: structural resistance is minimal above $96,000 until the psychological and liquidity-heavy $100,000 zone.

The market has repeatedly tested the trend’s underside, and each attempt at a recovery has been accompanied by higher volume and more aggressive buying. This indicates that buyers are not worn out and are instead waiting for a sign that the downward trend has ended.  

Shiba Inu in dangerThe chart makes it very evident that there is an imbalance between bearish pressure and bullish hope, and Shiba Inu is once again in a precarious position. What’s happening is not a comeback in the hopeful sense that investors typically desire; it is the opposite. Instead of a recovery rally, SHIB is perilously close to making a comeback to the bottom.

The pattern of shallow bounces, followed by deeper lows, all beneath a thick stack of declining moving averages, has been repeated in price action over the past few weeks. Any short-term rally is immediately met with layered resistance, because the 50-day, 100-day and 200-day MAs are aligned in a sharp downtrend. Simply put, SHIB lacks the momentum to overcome these barriers, which already tilts the likelihood downward.

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Another clue is volume. The recent spikes were reactive moves, primarily caused by short-term traders attempting to capture volatility rather than accumulation. Volume has since decreased once more, which is problematic on a bearish market. Low-volume bounces frequently occur before subsequent breakdowns and seldom result in long-lasting reversals.

From a structural perspective, SHIB remains below all significant trendlines. The asset made a brief attempt to rise above the closest moving-average cluster, but it was swiftly rejected. Due to that failure, it returns to a declining structure that has consistently produced lower lows since August.

The chart opens the door to revisiting the year’s bottom if the thin thread holding SHIB above the next support zone, which is located roughly in the mid-$0.0000080's, breaks. 

Here, investors should not anticipate a typical reversal. Unless there is an exceptionally strong spike in demand, which is not evident in current market conditions, SHIB’s setup favors the continuation of the downtrend.

TL;DR:

A trader warns Bitcoin could fall toward $80,000 amid rising volatility, liquidity stress and weakening support.
Break below key levels could trigger further selling, especially by leveraged traders, worsening downside.
A drop might act as consolidation, potentially setting the stage for a rebound if macro conditions improve or liquidity returns.

A prominent trader has sounded the alarm that Bitcoin might retrace sharply — possibly toward $80,000 — if current market headwinds intensify. According to on‑chain and macro data, the recent drop under $90,000 has reignited concerns among investors. The warning comes amid renewed volatility, weakening risk sentiment, and growing speculation that recent support zones may not hold.

What Could Push Bitcoin Back to $80,000 — And What It Means
Recent volatility and risk‑off sentiment are straining Bitcoin’s near‑term stability. The market decline below $90,000 has shaken confidence, triggering a wave of bearish bets and increased demand for protective positions. With liquidity under pressure and institutional flows appearing subdued, downside momentum seems to be gathering strength.

Technical levels and market psychology are aligning toward a deeper correction. According to the trader, if Bitcoin fails to reclaim critical support soon, the next realistic target becomes the low $80,000 zone. Such a move would wipe out recent gains and could prompt further exits by leveraged traders, amplifying downward pressure.

Underlying macroeconomic and regulatory factors add to the uncertainty. Broader market stress, rising interest rates, and macroeconomic noise have increased risk across asset classes — and crypto is not immune. In this climate, holding volatile assets like Bitcoin becomes more precarious, and the chances of a sharp correction grow.

That said, the potential dip may be considered a consolidation rather than a collapse. Some analysts argue that reaching $80,000 could reset prices, clear out speculative froth, and pave the way for a more stable rebound — especially if macro conditions improve or liquidity returns. For long-term holders, a dip may represent an opportunity rather than a catastrophe.

For traders and investors monitoring the path ahead, the message is cautious but measured. Bitcoin’s next move could test key levels — and the coming days may prove decisive. Whether the market stabilizes or sinks further will likely depend on macroeconomic factors, sentiment shifts, and how buyers respond around $80,000.

TL;DR:

Major holders are adding Bitcoin aggressively, pushing long‑term accumulation to record levels while prices remain volatile.
Reduced circulating supply from locked‑up Bitcoin could increase scarcity and amplify future price moves.
Growing institutional confidence may position Bitcoin as a durable store of value rather than a speculative asset, potentially attracting broader capital inflows.

Recent on‑chain data and market tracking reveal that large investors are currently accumulating Bitcoin at what appears to be the fastest pace in history. Over the past months, wallets associated with major holders have increased their Bitcoin balances substantially — a move that suggests strong conviction in the long‑term potential of the crypto asset. This accumulation wave stands out as one of the most significant since Bitcoin’s inception, even as prices fluctuate and broader market uncertainty persists.

What the Surge in Accumulation Means for Bitcoin
Accumulation among large holders is surging despite volatility. Data shows that major wallets have added Bitcoin at a pace not seen before, suggesting that many investors view current valuations as an opportunity rather than a risk. Rather than exiting, these players are doubling down — shifting the narrative from panic to accumulation. This behavior may reflect a long‑term belief in Bitcoin’s fundamentals beyond short‑term price swings.

The drop in circulating supply could tighten liquidity and increase scarcity. As large holders lock away more coins in long‑term storage, the amount of readily tradeable Bitcoin shrinks. This reduction in free float may create upward pressure if demand increases, especially when smaller investors react to macroeconomic or market developments. Less supply available to trade can amplify price movements in either direction.

Institutional interest and confidence seem reinforced by this trend. The scale of accumulation — across multiple large wallets rather than a few — implies broad institutional participation. Such collective behavior suggests that Bitcoin is increasingly seen not just as a speculative asset, but as a store of value or long-term reserve. This shift in perception could attract more capital, especially from conservative investors seeking alternatives to traditional financial assets.

The timing could prove favorable if macro conditions improve. With many holders accumulating now, any improvement in economic sentiment or regulatory clarity could trigger renewed demand. Accumulated Bitcoin could then form the foundation for a future rally. For long-term holders, this may represent a strategic accumulation phase rather than speculative trading — with potential for high reward if broader market cycles align.

For market participants watching closely, the message is clear: large‑scale accumulation by major investors is happening now — possibly in anticipation of future upside. Whether this leads to a sustained rally or renewed volatility depends on demand, macroeconomic developments, and how broadly this accumulation trend spreads into wider investor segments.