Key Takeaways: Bitcoin’s direction now hinges on whether the $80K support zone holds. source: https://coindoo.com/analysts-warn-of-deeper-correction-if-bitcoin-loses-the-80000-floor/

According to the official interface, Binance Alpha has listed MineD (DIGI), with the price currently at 0.00056 USDT.

Aave is preparing to resurrect its original product, ETHLend, in 2026, and founder Stani Kulechov says the comeback will feature one key detail that surprised even longtime users: collateral will be real Bitcoin, not a wrapped version. source: https://www.ethnews.com/aaves-founder-confirms-ethlend-revival-in-2026-and-bitcoin-will-be-used-natively/

Hong Kong launches Project Ensemble pilot to enable real-value tokenized deposit transactions, aiming for real-time interbank settlement and broader crypto adoption. source: https://catenaa.com/markets/cryptocurrencies/hong-kong-launches-live-pilot-for-tokenized-deposits/

Bitcoin’s dramatic plunge to $80,600 on Friday extended what analysts are calling the fastest and sharpest bear market drawdown in BTC’s history, but back-tested macro indicators now suggest the current sell-off may be setting up a major bullish inflection point heading into year-end. BitcoinBTC: ~$84,000 (▼23% monthly, ▼10% weekly)The drop below $84,000 pushed BTC to test its 100-week EMA for the first time since October 2023 — the moment the current bull cycle began. According to the Kobeissi Letter, this sell-off marks the “fastest bear market ever” based on speed, depth, and cross-market liquidity stress. Futures liquidations surpassed $1 billion, while Bitcoin has now fallen 36% from its all-time high of $126,210 set just weeks ago source: https://www.binance.com/en/square/post/32724172211770?utm_source=BinanceNewsRSS

Bitcoin’s dramatic plunge to $80,600 on Friday extended what analysts are calling the fastest and sharpest bear market drawdown in BTC’s history, but back-tested macro indicators now suggest the current sell-off may be setting up a major bullish inflection point heading into year-end.BitcoinBTC: ~$84,000 (▼23% monthly, ▼10% weekly)The drop below $84,000 pushed BTC to test its 100-week EMA for the first time since October 2023 — the moment the current bull cycle began. According to the Kobeissi Letter, this sell-off marks the “fastest bear market ever” based on speed, depth, and cross-market liquidity stress.Futures liquidations surpassed $1 billion, while Bitcoin has now fallen 36% from its all-time high of $126,210 set just weeks ago.Key TakeawaysCrypto market cap erased 33% since October — a structural unwind, not a normal correction.Crypto funds have logged the largest outflows of 2025, totaling $3.2 billion in three weeks.The NFCI liquidity indicator is falling, historically preceding major BTC rallies by 4–6 weeks.BlackRock’s IBIT ETF is on track for its largest weekly outflow ever, intensifying sell pressure.Back-tested data across 105 macro indicators suggests Bitcoin may be entering a pre-bullish “reset zone.”$1.4B in Bitcoin Outflows Signal Structural Pressure — Not PanicThe total crypto market cap has collapsed from $4.2 trillion → $2.8 trillion since Oct. 6 — a loss of 33%. Analysts say selling pressure is “structural,” coming from:Long-term holders de-riskingDigital asset treasury (DAT) redemptionsETF rebalancing amid macro uncertaintyCrypto investment funds saw $2 billion in outflows last week alone — the worst weekly reading since February. Bitcoin accounted for $1.4 billion, with Ether seeing $689 million withdrawn.Average daily outflows relative to assets under management (AUM) hit all-time highs, dragging industry AUM down to $191 billion, 27% lower than in October.ETF Flows Deepen Bitcoin’s DrawdownSpot Bitcoin ETF flows remain negative, with no sign of sustained inflows.BlackRock’s IBIT — the largest U.S. Bitcoin ETF — is on pace for its biggest weekly outflow ever, nearing a break of February’s $1.17 billion record.These ETF flows have contributed materially to Bitcoin’s plunge into the $80K zone.Macro Liquidity Indicator Suggests Bitcoin Bottom May Be NearWhile many analysts are searching charts for a bottom, macro researcher Miad Kasravi points to a different leading signal: the National Financial Conditions Index (NFCI).After back-testing 105 financial indicators over a decade of Bitcoin price history, Kasravi found that:NFCI reliably leads major Bitcoin rallies by 4–6 weeks during macro regime shifts.Why NFCI Matters for BitcoinNFCI is currently at -0.52 and trending lowerEvery 0.10 decrease in NFCI historically aligns with 15–20% BTC upsideA drop toward -0.60 has historically preceded parabolic Bitcoin accelerationThis exact dynamic appeared:October 2022 → BTC rallied 94%July 2024 → BTC surged from $50K → $107KA December Liquidity Boost Is on the HorizonThe Federal Reserve is preparing to rotate mortgage-backed securities (MBS) into short-term Treasury bills.While not labeled as Quantitative Easing (QE), analysts note:“This resembles the 2019 ‘not-QE’ liquidity event that preceded a 40% Bitcoin rally.”If NFCI continues trending downward into December, it aligns with a historically reliable liquidity window — one that has preceded major Bitcoin reversals.What It Means for Bitcoin’s Year-End OutlookDespite the sell-off:Technicals show BTC retesting long-term cycle supportMacro liquidity indicators are improvingMarket structure resembles prior pre-rally washoutsETF outflows appear tactical, not structural exitsBitcoin’s Fear & Greed Index sits in Extreme Fear, often a contrarian bullish zone, according to Cointelegraph.

Despite more than $3. 7 billion flowing out of U. S. spot Bitcoin exchange-traded funds (ETFs) in November — including some of the worst single-day redemptions since the ETFs launched — analysts say the outflows are not a sign of institutional capitulation source: https://www.binance.com/en/square/post/32724061114817?utm_source=BinanceNewsRSS

Despite more than $3.7 billion flowing out of U.S. spot Bitcoin exchange-traded funds (ETFs) in November — including some of the worst single-day redemptions since the ETFs launched — analysts say the outflows are not a sign of institutional capitulation.Instead, the withdrawals reflect short-term rebalancing, profit-taking by long-term holders, and the clearing of over-leveraged positions, according to analysts at Bitfinex.Bitcoin trades around $84,000, down sharply from its October high of $126,000, placing most ETF investors underwater.Analysts: ETF Outflows Driven by Market Mechanics, Not Loss of Institutional ConfidenceBitfinex analysts told Cointelegraph that the ongoing ETF redemptions should not be interpreted as a structural rejection of Bitcoin:“This does not derail the longer-term move toward institutionalization. The spot ETF channel remains intact, and the outflow likely reflects tactical rebalancing rather than a wholesale exit from the asset class.”The exchange cited three key drivers behind November’s massive redemptions:Long-term Bitcoin holders taking profits near cycle highsForced liquidations after October’s $20B leverage wipeoutRisk-off positioning as uncertainty grows around a December Federal Reserve rate cutDespite heavy selling pressure, Bitfinex emphasized that Bitcoin’s long-term investment case remains “firm.”ETF Outflows Climb to Record Highs as Market Volatility DeepensAccording to Farside Investors, U.S. spot Bitcoin ETFs have seen $3.79 billion in outflows this month — surpassing February’s record of $3.56 billion.Thursday alone saw $903 million leave the funds, one of the largest single-day outflows on record.BlackRock’s IBIT Leads the Redemptions$2.47 billion in November outflowsRepresents 63% of all BTC ETF redemptions this monthFidelity’s Wise Origin Bitcoin Fund (FBTC) is the second-largest driver, with $1.09 billion withdrawn so far in November.Together, BlackRock and Fidelity account for 91% of all U.S. spot BTC ETF redemptions this month.BTC Below $90K Puts Average ETF Investor Underwater — But Analysts Aren’t WorriedBitcoin’s slide below $90,000 earlier this week means that most ETF holders are now sitting at a loss — but that doesn’t necessarily imply a wave of redemptions ahead.Vincent Liu, CIO at Kronos Research, told Cointelegraph that ETF buyers tend to be long-term allocators, not short-term speculators:“Bitcoin ETF investors typically ignore short-term noise. They are not the ones panic selling.”Bloomberg ETF analyst Eric Balchunas reinforced that point, noting that the majority of selling pressure is coming from:Long-term Bitcoin whales, andEarly crypto OGs,rather than ETF buyers.Long-Term Thesis Remains Intact, Analysts SayEven with Bitcoin down over 30% from its October high and the crypto market mired in Extreme Fear, analysts argue that:Institutional adoption remains strongETF channels continue to grow globallyOutflows reflect short-term macro uncertainty, not structural weaknessBitfinex concluded that Bitcoin’s long-term fundamentals — including its role as a store-of-value asset and its increasing integration with traditional finance — remain fully intact.

According to BlockBeats, VanEck CEO Jan Van Eck stated in an interview with CNBC that the company would exit Bitcoin investments if its fundamental logic is deemed broken. The Bitcoin community is currently focused on two key issues: crypto security and privacy, particularly in light of potential threats from quantum computing. At the same time, some veteran Bitcoin users are turning their attention to tokens like Zcash (ZEC), which offer enhanced privacy protection. Four years ago, Bitcoin was often criticized for its use in illegal activities, but now transactions can be tracked on the blockchain, and the market's demand for privacy is increasing source: https://www.binance.com/en/square/post/32723975985602?utm_source=BinanceNewsRSS

According to BlockBeats, VanEck CEO Jan Van Eck stated in an interview with CNBC that the company would exit Bitcoin investments if its fundamental logic is deemed broken. The Bitcoin community is currently focused on two key issues: crypto security and privacy, particularly in light of potential threats from quantum computing. At the same time, some veteran Bitcoin users are turning their attention to tokens like Zcash (ZEC), which offer enhanced privacy protection. Four years ago, Bitcoin was often criticized for its use in illegal activities, but now transactions can be tracked on the blockchain, and the market's demand for privacy is increasing.

The final result will be revealed on January 15, 2026, and the market has already begun to vote with its feet.

Ethereum appears to have made a remarkable transformation from a "geek experiment" to a "global asset." However, under the spotlight of the crypto market, this largest smart contract platform in the industry is now standing at a historical crossroads.

As mentioned yesterday, since November 10th, with the rise in Japanese government bond yields, foreign exchange market investors have intensified their selling of yen, leading to a rapid depreciation of the yen against the dollar. This is because people are not optimistic about the soundness of Japan's fiscal situation.

In this week, as Bitcoin fell below $82,000 and market risk appetite cooled rapidly, the Base ecosystem witnessed a less-than-exciting but controversial experiment.

U.S. Treasury Secretary Bessant made a surprise appearance at a Bitcoin-themed bar in Washington on Thursday, a move that quickly sparked a strong reaction in the cryptocurrency community and was widely interpreted by market participants as a clear signal of the federal government's support for the digital asset industry.

Ethereum's price volatility is enough to convince someone outside the crypto world that life is incredibly mundane for someone holding a large Ethereum portfolio.

BTC, Investment, Market Trends, What Can You Buy After Selling Bitcoin? Golden Finance: It's difficult to hold cash after selling cryptocurrencies; consider dollar-cost averaging in Bitcoin and Ethereum, and control your impulses to avoid impulsive purchases.

Jinse Finance launches its cryptocurrency and blockchain industry daily news bulletin, "Jinse at 8 AM," issue 2886, providing you with the latest and fastest news on the digital currency and blockchain industry.

The DeFi industry is currently facing a value creation crisis, not a valuation crisis.

Jinse Finance launches the "Jinse Web3.0 Daily," providing you with the latest and fastest news on MEME, DeFi, DAO, NFT, and the metaverse industry.