Crypto soothsayer

🇺🇸 BlackRock: U.S. Debt Growth Could Spark a Crypto Bull Run BlackRock predicts that the rising U.S. national debt — potentially hitting $50T by 2035 — will drive crypto gains over the next decade, as a weakening dollar increases demand for Bitcoin as a store of value. 💡 The booming AI sector requires massive investments in energy and infrastructure, funded through the expanding deficit. With spot ETFs making institutional entry easier, cryptocurrencies are shifting from speculation to a legitimate hedge against debt and the new AI-driven economy. Bottom line: Crypto is becoming a natural response to rising debt and economic transformation.

📱 Major Security Flaw Found in Popular Android Chip — Solana Phones at Risk Ledger researchers have demonstrated a critical exploit in the MediaTek Dimensity 7300 chip — the same one used in Solana Seeker smartphones. ⚡️ Using an electromagnetic attack, they gained full control of the device, and the flaw lies in the boot ROM, meaning it cannot be patched. Key points: • The vulnerability is baked into the silicon — no software fix is possible. • Attackers can escalate privileges to the highest level. • Solana Seeker phones inherit the same hardware-level flaw. • Storing private keys on such devices is unsafe. • Ledger stresses that only secure-element hardware wallets protect against this class of attacks. A serious reminder: if your phone uses Dimensity 7300, it should not be your crypto storage device. 🤷

🦋 CryptoQuant CEO: A 2022-style Bitcoin crash is unlikely According to CryptoQuant’s CEO, if Strategy keeps holding its 650,000 BTC (~$60B) this cycle — or sells only a small portion — the market is unlikely to see another -65% Bitcoin drawdown like in 2022. 📉 BTC is currently about 25% below its ATH, and even if a bear phase begins, the decline will likely be much milder, resembling a broad sideways range rather than a deep collapse. His message to long-term holders: avoid panic selling. Bitcoin now has stronger liquidity channels and far better structural support than in past cycles. 🤔

📊 Bitwise: Corporate ETH treasuries are collapsing According to Bitwise, companies bought only 370,000 ETH in November (~$1.1B) — an 81% drop from the August peak. 🧐 The corporate treasury model is rapidly losing strength: premiums are shrinking, demand is fading, and smaller firms are entering a “death spiral”, losing access to capital and the ability to keep accumulating ETH. A worrying signal for the corporate ETH narrative — pressure i clearly building. 🧱

❄️ Strategy is preparing for a potential “crypto winter” 🔎 Analysts at CryptoQuant believe Michael Saylor’s company is getting ready for a bear market. Strategy has begun building a USD reserve to cover debt obligations over the next two years — currently $1.4B, with plans to increase it. 💵 Experts note that a 24-month cash buffer signals the company sees a real risk of Bitcoin entering a prolonged sideways phase or deeper decline. 👀 This shift may have major market implications: ▪️Lower BTC purchases from Strategy could weaken a key source of demand that fueled previous bull cycles. ▪️But the USD reserve also reduces the chance of forced BTC selling during stress, which ultimately supports long-term market stability.

😬 Did Jim Cramer just curse Saylor? Cramer compared Michael Saylor to the “Malcolm X of Bitcoin,” saying he’ll do whatever it takes to defeat short-sellers. Given Cramer’s legendary “inverse effect,” the crypto community instantly started discussing: Is this the beginning of the end for Bitcoin? 🤔😭

🎲 Binance launches Binance Junior — accounts for kids and teens Binance has introduced Binance Junior, a parent-controlled app and sub-account designed for users aged 6 to 17. 👦 Parents manage permissions, while teens can access a simplified interface and make payments via Binance Pay (where available). 💵

🚀 Ethereum sets new all-time performance record Ahead of today’s Fusaka upgrade, the Ethereum ecosystem (L1 + L2 combined) broke a new throughput record — 32,950 TPS, surpassing last week’s peak of 31,000 TPS. 🚴‍♀️ Scalability upgrades continue to push the network to new highs.📈

🔼 Bitcoin’s fair value estimated at $165K 🔎 A new analysis comparing BTC’s price to global liquidity suggests Bitcoin could be fairly valued around $165,000. Just recently, the market offered a chance to buy around $80K — potentially a 2x upside if BTC realigns with liquidity trends. 📈💵 Maybe that was the last big opportunity? 😉

📉 American Bitcoin stock collapses 50% in a month 📊 Shares of American Bitcoin have dropped more than 50% over the past month as early investors rushed to exit following the end of their lock-up period. Even high-profile PR — including Eric Trump’s tours of the company’s mining facilities — failed to stop the sell-off. 🤷

🔥 Vanguard Effect hits Bitcoin Eric Balchunas notes a powerful “Vanguard Effect”: Bitcoin surged right as U.S. markets opened — on the first day Vanguard allowed its clients to buy crypto ETFs. The investment giant listed ETFs for BTC, ETH, SOL, XRP, LTC and others on its platform. Trading exploded instantly: IBIT (BlackRock’s BTC ETF) crossed $1B volume in the first 30 minutes of the U.S. session. 🚀💵 Balchunas joked:

"I knew those Vanguardians had a little degen in them, even some of the most conservative investors like to add a little hot sauce to their portfolio."

Vanguard manages over $11 trillion in assets — and its entry is already moving the market. 💰

📊 BTC buy/sell ratio hits highest level since Jan 2023 The BTC buy-to-sell ratio across all exchanges jumped to 1.17 yesterday — the highest reading since early 2023. This signals a clear dominance of buyers in the market. 🧐 Historically, such spikes suggest that the current bull cycle is unlikely to be ending soon, although market risks remain in place.

🛠 Bitcoin mining is getting pricier According to the latest CoinShares report, the average cost to mine 1 BTC for public miners in Q2 2025 climbed to ~$74,600. 🧐 But if you include non-cash expenses — depreciation and stock-based compensation — the total average cost jumps to ~$137,800 per BTC. 😳 Rising costs highlight growing pressure on miners as profitability tightens, especially with BTC consolidating and competition increasing. 📊

🚀 Crypto Market Rebounds: Bitcoin Back Above $93K Bitcoin has surged past $93,000, while Ethereum is trading above $3,050 as the market fully recovers from the December 1 dip, when BTC briefly fell below $84K. 💰 Total crypto market cap has climbed back to $3.15 trillion. The sharp rebound triggered massive liquidations: • 123,000+ traders liquidated • Total losses: $492M • Short-sellers took the biggest hit — over $310M wiped out on BTC and ETH alone The market bounces back fast — and punishes the bears even faster.

🔨 2010 Bitcoin Miner Moves “Sleeping” Coins A Bitcoin miner from 2010 just moved 50 BTC mined in the early days — coins that have since increased in value by 21.65 million times (~2.165 billion %)! 🙀 These 50 BTC were originally mined in March 2010 for a single block, when Bitcoin was worth only $0.004 — making their initial value around $0.20. 💪 On Dec 2, 2025, the coins were transferred to five new addresses, now valued at roughly $4.33 million. 💰 A rare glimpse into early Bitcoin history and the incredible long-term gains of holding since the Satoshi era. 👀

🐻 Another Bear Calls for a Drop to $50K 🔎 Bloomberg’s senior strategist Mike McGlone believes Bitcoin could fall to $50,000, noting the asset is strongly overbought relative to gold. 📉 Lower volatility in the stock market is also supporting the current correction. Both bull and bear camps are growing — and the tension is rising. Who will be right this time? 🤨

🛠 Bitcoin Miners Face the Toughest Margins in History With BTC’s price drop, the hashprice has fallen to a structural low of $35 per PH/s, while the median cost of production sits around $44 per PH/s. Even miners with efficient hardware and cheap electricity are now hovering near break-even. The payback period for the latest-generation rigs has surged to over 1000 days — a stark contrast to the 3–6 months typical during the 2017 bull run. 😳 The mining sector is entering one of its most challenging phases ever.

📈 Halving Cycles Broken? Experts Expect Bitcoin Growth in 2026 Both Grayscale and Bitwise claim the traditional four-year BTC cycle is shifting. While Bitcoin still follows the halving rhythm, analysts no longer expect a long bear market. Instead, they predict continued growth into 2026. 🚀 Historically, BTC rallies after halving, then enters a prolonged bearish phase. In this cycle (halving in April 2024), Bitcoin hit a new ATH at $126K exactly in line with past timing — yet the structure appears different. 🧐 Why the old model is breaking: ▪️ Institutions replaced miners — demand from ETFs and corporates is 7× stronger than halving supply cuts. ▪️ No bubble signs — growth has been steady, without the parabolic spikes of past cycles. ▪️ Macro influence — BTC now reacts to global economics; expected Fed easing in 6–9 months may support the trend. Analysts say the cycle isn’t over — 2026 could bring another leg up. 👀📈

📉 How Much Lower Can Bitcoin Go? Peter Brandt notes that the upper boundary of Bitcoin’s lower logarithmic curve — a zone that has consistently acted as support — lies near $40,000. 👀 And that’s only the upper line… historically, BTC has fallen even deeper below it 🥴 But there’s another twist: in this cycle, Bitcoin also never reached the upper boundary of the curve 🤔

Altcoins Won’t Survive Without ETFs? 🙀 🤵‍♂️ CryptoQuant’s CEO warns that altcoin liquidity is fading fast, and only projects able to open new liquidity channels — especially through ETFs — may endure the market. ✔️ Altcoins with approved or pending ETF filings could hold a significant advantage. Might be a good moment to review your portfolio and consider assets that already have — or may soon get — ETF support. 🤔