Chuyển đến nội dung chính

Bài đăng

Solana’s Moment: Are Investors Sleeping on the Spike in RWA & the Launch of SOL ETFs?

 The crypto market may be approaching a pivotal turning point. While price action often lags behind key structural developments, the gap between fundamentals and market valuation is narrowing — and the spotlight is shining on Solana (SOL). According to recent commentary, Solana could serve as a bellwether for whether prices are about to realign with underlying network strength.  Macro pressures & divergence At the macro level, institutional demand is visibly cooling. For example, MicroStrategy subsidiary Strategy (ticker: MSTR) completed 21 bitcoin purchases in Q2–Q3, contributing to a 36 % rally in BTC. But in Q4, the company’s stock plunged nearly 50 %, signaling that institutional capital into Bitcoin (BTC) is losing momentum.  Solana hasn’t escaped the broader weakness: SOL dropped roughly 40% in the latest quarter — roughly double BTC’s decline.  Yet the divergence arises here: on‑chain activity in the Solana ecosystem is heating up even as price lags....

Over 70% Odds for a Fed Rate Cut in December: Will Bitcoin Reverse Course?

 The probability that the Federal Reserve (Fed) will cut interest rates in December has surged to over 70%. This sharp shift in expectations is stirring discussion about the potential impact on Bitcoin — could a rate cut be the catalyst for a reversal in its recent price trend? Why the Fed’s anticipated cut is significant As of the latest readings from CME Group’s FedWatch Tool, the market is pricing in better than a 70% chance of a 25 basis‑point rate cut at the Fed’s meeting scheduled for December 9‑10. That would shift the target range from 3.75‑4.00% down to 3.50‑3.75%.  This dramatic move in the odds reflects several dynamics: Previously, on November 21, the odds were far lower — around 30% — as markets weighed mixed labour data and cautious comments from the Fed’s New York President, John Williams.  The possibility of a cut speaks to a potential shift toward looser monetary policy, which historically has implications for risk assets like Bitcoin. Monetar...

Zcash’s Meteoric Rise: Surging Over 1,000% This Year — Is the Current Dip a Buying Opportunity or a Reversal?

 The privacy‑coin giant Zcash (ZEC) has grabbed the spotlight in the crypto arena by achieving a phenomenal growth of over 1,000% since the beginning of the year. Yet behind this impressive rally lies a recent sharp correction, raising the crucial question: Is this a healthy consolidation stage led by savvy accumulation or a warning signal of a trend reversal? Explosive Gains and Market Context Zcash, known for its privacy‑focused blockchain architecture, has stood out amongst altcoins by posting a massive year‑to‑date increase. This gain comes in an environment where the broader crypto market is under pressure — total market capitalization falling below the US $2.9 trillion mark, showcasing that even strong performers are subject to macro headwinds.  Such a dramatic rally typically draws increased attention from investors, traders and analysts alike, raising both excitement over potential further upside and caution about sustainability. Accumulation Signals: Surprising St...

Whales Dump $480 Million in 48 Hours as XRP Slides Below $2

 In the rapidly shifting world of cryptocurrencies, even the largest market participants are not immune to panic and sharp reversals. Over the past 48 hours, major holders—so‑called “whales”—of XRP have dumped roughly $480 million worth of the token, coinciding with XRP’s drop under the psychologically important $2 level. This sudden reversal in behaviour is raising serious questions about sentiment, support levels and the outlook for the token in the near term. Whale Activity Turns from Accumulation to Liquidation Large wallets holding between 10 million and 100 million XRP had been in accumulation mode for more than 20 consecutive days. That trend came to a sudden halt: they sold approximately 250 million XRP , equivalent to over $480 million within just two days.  This shift from “buying the dip” to outright selling suggests a meaningful change in belief among large‑holders—in other words, they may no longer expect a quick rebound for XRP. Their liquidation reduces a k...

U.S. Crypto Demand Waning: Coinbase Records Largest Negative Premium Since Q1

 In a revealing indicator of the current mood in American cryptocurrency markets, Coinbase Global, Inc. has recorded its largest negative premium since the first quarter of the year—signalling weakening demand, increased selling pressure, and diminished institutional interest in the U.S. This development not only reflects shifting investor sentiment but also raises key questions about the broader crypto market’s resilience. What Happened: The Negative Premium Explained The so‑called “Coinbase Bitcoin Premium Index” measures the price gap between Bitcoin on Coinbase’s U.S. platform and a global average of Bitcoin prices. When Coinbase’s price trades at a discount—i.e., the index is negative—it implies U.S. buyers are either fewer or less willing to pay a premium relative to global markets. According to the article from CoinPhoton, this premium recently dropped to about –0.15 % — the lowest level since Q1.  A negative premium often suggests one or more of: U.S. investors sell...

What Comes After the Private‑Coin Boom? Understanding the Next Phase of Crypto’s Privacy Shift

 In recent months, privacy-focused cryptocurrencies have surged to the forefront of the crypto market, raising a fundamental question: What happens after this private-coin boom? Drawing on insights from CoinPhoton, this article explores the driving forces behind the growth, the sustainability of this trend, and how investors can identify the next breakout crypto themes. 1. The Rise of Privacy Coins: What's Fueling the Surge Regulatory Pressure and Surveillance Concerns A key driver of the privacy coin rally is the increasing global scrutiny on financial transactions. As regulatory bodies strengthen monitoring capabilities, many users are gravitating toward coins that offer genuine privacy and anonymity. According to Nic Puckrin from The Coin Bureau, the resurgence of privacy coins ties directly to growing fears of censorship and on-chain surveillance.  As institutions and regulators penetrate deeper into the crypto space, traditional giants like Bitcoin and Ethereum ...

Extreme Fear in the Bitcoin Market Signals a Potential Short-Term Rebound

 In recent days, the mood surrounding Bitcoin (BTC) has plunged to extremes. According to the analyst firm 10x Research, the firm’s proprietary “Greed & Fear” index has slumped to a record low—below the 5-point mark.  A Snapshot of Sentiment The index, which measures market psychology, typically treats a reading under 10% as “extreme fear,” while readings above 90% indicate “extreme greed.” The 21-day moving average has also fallen to around 10%—a level that historically coincides with short-term tactical bottoms.  Markus Thielen, founder of 10x Research, commented: “Our Greed & Fear index is near rock bottom, and the slow moving average is now in the 10% region — a level that often corresponds to tactical lows.”  Why This Could Be a Short-Term Opportunity While extreme fear does not guarantee that the downtrend is over, it does suggest that the pace of decline may slow and that a rebound becomes more plausible. Thielen pointed out that, although the...

The Hidden North Korean Threat: Why the Crypto Industry Is More Vulnerable Than We Thought

 In recent years, the cryptocurrency sector has witnessed remarkable technological and financial innovation. However, behind this rapid growth lurks a less-discussed but deeply concerning danger: the systematic infiltration of North Korean operatives into the heart of the crypto industry. As revealed by experts, this threat is far more serious than many have assumed — and its implications go beyond simple hacking. North Korea’s Deep Infiltration into the Crypto Workforce According to Pablo Sabbatella of Security Alliance (SEAL), North Korean agents have penetrated between 15–20% of cryptocurrency companies globally via remote working positions. Even more alarmingly, as many as 30–40% of job applications to crypto firms may originate from North Korean actors using false identities. These aren’t amateur hackers — they present themselves as legitimate professionals, often backed by convincing resumes and credible online presences. This infiltration is made possible in part by wha...