Improving monetary conditions, rising odds of Federal Reserve easing, and renewed institutional support are setting the stage for a potential crypto upswing. A December recovery in digital assets may be taking shape as liquidity conditions improve and the probability of Federal Reserve rate cuts climbs sharply. Analysts point to a combination of macroeconomic tailwinds and renewed institutional engagement that could help lift Bitcoin and the broader crypto market from recent lows. Fed Rate Cut Outlook Signals Support for Risk Assets Market expectations for a Federal Reserve rate reduction have surged, with odds approaching 93% on major prediction platforms. A shift…
Author: Blockto Team
Market positioning signals controlled yen reaction while rising Japanese yields pose the more significant challenge for global risk assets. With the Bank of Japan preparing for a rate increase, debate has intensified over whether a stronger yen could trigger a rapid unwinding of global carry trades. While these fears point to past episodes of volatility, current market positioning and yield dynamics suggest a different risk profileâone in which rising Japanese bond yields, rather than yen strength, may exert the greater pressure on global risk assets, including Bitcoin. BOJ Hike Largely Priced In The upcoming policy shift is widely anticipated. Japanese…
The banking group prepares a major digital-asset rollout, allowing users to trade leading cryptocurrencies directly inside its mobile apps. French banking group BPCE is preparing to introduce in-app cryptocurrency trading for retail customers, becoming one of the first major European banks to integrate digital assets into its core banking services. The move signals a significant shift in how traditional financial institutions are adapting to growing demand for direct, regulated crypto access. BPCE Expands Into Crypto Trading Beginning Monday, customers of selected regional branches of Banque Populaire and Caisse dâĂpargne will be able to buy and sell Bitcoin, Ether, Solana and…
ETF Outflows Pressure Bitcoin While Altcoin ETFs See Rising Institutional Appetite Bitcoin Price Action and Market Movement Across the week, Bitcoin traded between the mid-$88,000s and low-$94,000s, repeatedly slipping under key support as selling pressure intensified. During intraday movement, BTC fluctuated around $89,150 to $91,200, marking a decline of roughly 0.45% during the period. Altcoins followed a similar trajectory early in the week, with Ethereum, Solana, and XRP experiencing pullbacks before stabilizing into the weekend. The most significant drag on market momentum came from institutional behavior: This marked one of the most aggressive weekly BTC ETF outflow cycles of the…
Regulators prepare sweeping reforms that would require exchanges to fully compensate customers for losses, matching the strict standards applied to traditional banks. South Korea is moving toward bank-level no-fault liability requirements for cryptocurrency exchanges, a major policy shift triggered by the recent security breach at Upbit. Regulators say the reform is necessary to close persistent gaps in consumer protection and strengthen oversight of the countryâs fast-growing digital asset industry. Government Pushes for Stronger Exchange Accountability The Financial Services Commission is reviewing new rules that would require platforms to compensate users for losses caused by hacks or system failures, even in…
With only 8.7% of ETH now held on centralized exchanges, analysts warn of a growing supply squeeze as staking, custody, and on-chain activity lock up more tokens. Fresh data shows that Etherâs available supply on centralized exchanges has fallen to its lowest level since 2015, setting the stage for what analysts describe as the tightest market conditions in the assetâs history. With more ETH flowing into staking, restaking, and long-term custody, pressure is mounting on the circulating supply that is actually available to trade. ETH Supply on Exchanges Hits Historic Lows Centralized exchange balances for Ether dropped to 8.7% of…
Debate over Jupiter Lendâs rehypothecation model reignites concerns about transparency and âisolationâ claims as Solana lending rivals demand clearer disclosures. Jupiterâs leadership is facing renewed scrutiny after acknowledging that earlier messaging about âzero risk of contagionâ in its Jupiter Lend product was inaccurate. The admission has intensified debate across the Solana ecosystem about how the protocolâs vaults function â and whether users were given a clear picture of the risks involved. Jupiter Admits Messaging Was Misleading Jupiter executive Kash Dhanda confirmed that promotional posts describing the vaults as having âzero risk of contagionâ overstated the design. He said the team…
Analysts say Bitcoinâs increasing liveliness shows strong underlying demand even as price consolidation continues. A key on-chain indicator known as Bitcoin liveliness has climbed to fresh highs, reinforcing the view among analysts that the current bull market cycle may still have room to run. Despite recent price stagnation, the behavior of long-term holders and renewed transactional activity suggests continued strength beneath the surface. Bitcoin Liveliness Indicator Shows Persistent Demand Analysts monitoring on-chain trends note that liveliness continues to rise even as Bitcoin trades lower, a pattern typically associated with active bull phases. The metric measures the balance between long-term holding…
A failed parliamentary vote forces Poland to restart its digital-asset legislation, leaving the country isolated as the EU moves ahead with unified MiCA rules. Poland has become the European Unionâs sole MiCA non-compliant member state after lawmakers failed to overturn a presidential veto on the countryâs flagship crypto regulatory bill. The setback sends the government back to square one and deepens the political rift over how Poland should regulate its rapidly growing digital-asset market. Political Split Blocks Polandâs Crypto Framework Polandâs Sejm fell 18 votes short of the three-fifths majority needed to override President Karol Nawrockiâs veto of the Crypto-Asset…
Bloomberg ETF specialist highlights Bitcoinâs repeated recoveries and long-term strength as outdated bubble comparisons resurface Bitcoinâs durabiility is once again at the center of debate, as a leading exchange-traded fund analyst argues that the digital assetâs long-term performance renders the âtulip maniaâ comparison fundamentally outdated. After 17 years of surviving market shocks and setting new highs, experts say Bitcoin has outgrown the bubble label critics still attach to it. Bloomberg ETF specialist Eric Balchunas pushed back against renewed claims that Bitcoin resembles the 17th-century Dutch tulip frenzy, noting that the historical analogy no longer holds weigght. He emphasized that the…
