QCP Capital’s latest analysis points out that established cryptocurrencies since 2021 have experienced significant gains in the past two weeks. XRP broke through its all-time high of $2 in 2021 and surged 400% since November to $2.90. During the same period, veteran projects such as ADA, HBAR and XLM also recorded increases of 300%, 800% and 600% respectively, demonstrating the strong momentum of traditional crypto assets. The rally has been driven by two major factors: first, Trump’s November proposal to eliminate capital gains taxes on U.S. companies issuing cryptocurrencies; and second, potential pro-cryptocurrency cabinet picks. It is reported that current Cantor Fitzgerald CEO Howard Lutnick may serve as Secretary of Commerce, and his company is currently negotiating cooperation with Tether. Meanwhile, the SEC chairmanship is likely to be replaced by pro-cryptocurrency Paul Atkins, current chairman Gary Gensler. Although the imposition of martial law in South Korea briefly caused Bitcoin to fall to $93,500, the market’s subsequent rapid rebound showed that buying power is currently strong. The report pointed out that although inflation concerns have compressed the Fed's interest rate cut expectations to three in 2025 and Trump's geopolitical risks to China, Mexico, Canada and BRICS countries remain, the cryptocurrency market is still expected to continue to rise. Analysts believe that Bitcoin’s goal of breaking through $100,000 and Ethereum’s all-time high are turning from a dream to a reality, driven by the Trump team’s possible crypto-friendly policies and the continued admission of institutional investors. Investors are advised to pay attention to the strong market situation and seize investment opportunities.

According to official news, Mantle TVL exceeded US$2.16 billion, setting a new record high

According to Odaily, JPMorgan analysts have identified Bitcoin, the US dollar, and stocks as the most vulnerable asset classes from an investor positioning perspective. The report highlights that positions in these assets appear to be increasing as investors bet on their potential rise. In contrast, bond and credit positions are nearing neutrality, while positions in commodities, excluding gold, are on the decline. This analysis suggests that as we approach 2025, stocks, the dollar, and Bitcoin are considered the most susceptible asset classes. Conversely, non-gold commodities are seen as less vulnerable. The report underscores the shifting dynamics in investor strategies, reflecting a cautious approach towards certain asset classes while adjusting positions in others. This trend indicates a broader market sentiment that could influence investment decisions in the coming years.

JPMorgan analysts said in a report that from the perspective of investor positioning, Bitcoin, the U.S. dollar and stocks are the most vulnerable asset classes. Positions in Bitcoin, the U.S. dollar and stocks appear to be increasing as investors bet that these assets will rise. Elsewhere, bond and credit positions are close to neutral, while commodity positions excluding gold are decreasing. "Therefore, from a positioning perspective, the most vulnerable asset classes entering 2025 are stocks, the U.S. dollar and Bitcoin, while the opposite is non-gold commodities."

Bybit announced today that Hyperliquid perpetual contracts (HYPEUSDT) will be launched soon. Buy HYPEUSDT contracts using Bybit Futures and enjoy up to 5x leverage. There are about 23 hours left before the bidding starts. Hyperliquid is a blockchain built on the HyperBFT consensus, with low fees, high leverage and high transparency as its selling points. Data shows that Hyperliquid currently has more than 240,000 users and can process about 200,000 transactions per second. Key information: Bidding start time: 12:00 noon, December 5, 2024 (UTC) Leverage ratio: up to 5x Expected opening price (based on data on December 4): 12 USDT

Pantera Capital, a leading hedge fund and venture capital firm in the cryptocurrency space, has secured $20 million to invest in Toncoin, the cryptocurrency linked to the Telegram Open Network (CRYPTO: source: https://www.benzinga.com/markets/cryptocurrency/24/12/42312553/telegram-related-ton-crypto-secures-20-million-raise-from-pantera-capital-down-13-from-all?utm_source=cryptopanic.com&utm_campaign=partner_feed&utm_medium=partner_feed&utm_content=site

OKX market data shows that WOO has broken through 0.36 USDT and is currently trading at 0.361 USDT, with a 24-hour increase of 9.79%.

A widely followed cryptocurrency analyst and trader believes the top is not yet in for one red-hot large-cap altcoin. The analyst pseudonymously known as Credible Crypto tells his 443,500 followers on the social media platform X that payments-focused crypto asset XRP could surge more than 65% from its current value. Credible Crypto practices the Elliott […] The post ‘Start of a Larger Move’:... source: https://dailyhodl.com/2024/12/04/start-of-a-larger-move-analyst-predicts-new-all-time-high-rally-for-xrp-into-pure-mania-heres-his-target/

The Missouri Senate introduced SB 194 on December 1, proposing to ban central bank digital currencies (CBDCs) as legal tender in the state. The bill seeks to prohibit public entities from accepting or using CBDCs and amend the definition of "currency" in the Uniform Commercial Code to exclude these digital currencies. SB 194, sponsored by Senator Brattin, outlines several provisions that affect Missouri's financial policies, including requiring the state treasurer to hold gold and silver reserves equal to at least 1% of the state's total funds. In addition, the bill reduces the tax liability of gold and silver because it "exempts from state income tax the portion of capital gains generated from the sale or exchange of gold and silver that would otherwise be included in the taxpayer's federal adjusted gross income." In addition to focusing on precious metals, the bill explicitly prohibits public entities from participating in any CBDC-related testing or pilot projects conducted by the Federal Reserve or other federal agencies. This position reflects the growing concerns among some state lawmakers about the impact of CBDCs on financial privacy, monetary policy, and state sovereignty.

One analyst said South Korea’s limiting of the market to a few players caused a sudden decrease in liquidity. source: https://cointelegraph.com/news/btc-price-drop-south-korea-martial-law?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

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