Crypto KOL Community & Market Trends

$BTC December has begun.

This month has historically been pretty mixed but has seen some big outliers with a lot of volatility.

The past few years were relatively stale in that regard though.

Don't be surprised if you see some weird flows at the end and start of the year. Generally this is a period where large holders/funds and such rebalance their books. We might also see the effect of tax loss harvesting at some point.

Good to just be allocated in a way that feels comfortable for you. Whatever the end of 2025 and start of 2026 will bring.

The world's largest arbitrage business is collapsing, and this is the truth behind the market's big dump? Today, BTC briefly reached $85,600, with 200,000 people getting liquidated across the network. Everyone is asking: Why is it again due to the yen interest rate hike? The answer lies in a global largest arbitrage trade worth up to $20 trillion. 01 | What happened in the market on December 1st? Today, during the Asian morning session, the crypto market suffered a severe setback. Bitcoin fell from $95,000.

In December, your wallet assets will soar, moving forward without hesitation, steadily rising, achieving great heights, and your future will be bright. Your father-in-law will want to offer cigarettes, your ex-girlfriend will be thrilled, and even the village chief will say you've succeeded. Your parents will stand tall again. You are the best, you are the best, you are the best! Yes, I am the best, I am the best, I am the best! December will definitely be my time, let's go!

Powell speaks tonight at 8PM ET and the whole market is holding its breath.

One sentence from him can stop this fall or send everything even lower.

Liquidity, rates, future path… all eyes are on his words now.

This moment can change the mood of the entire market in seconds.

Stay sharp. Tonight decides the next move.

#JoinGrowthPointsDrawToWiniPhone17 #DecemberMarketOutlook

I thought everyone was using a phone for Cryptocurrency Trading.

$TRUMP pulling back hard to $5.7679 ... finally tapping that deeper liquidity zone we talked about. This is a heavy retrace, but also one of the strongest historical bounce pockets on the chart.

If buyers defend this range, we could see a sharp relief move. If not, it may sweep lower before stabilizing.

Buy Zone: $5.70 – $5.82
TP 1: $5.96
TP 2: $6.15
TP 3: $6.32
Stop Loss: $5.58

The past 24 hours were brutal.

Over $647M in liquidations hit the market, and longs got wiped the hardest with $572.9M gone.

The biggest single hit? An $ETH -USDC long worth $14.48M getting erased.

The 12-hour data says it all:
$571.9M liquidated… almost entirely longs.

This wasn’t a correction... it was a clean reset.

.@OstiumLabs ------ With TradFi precision, knocking on the on-chain door of trillion-dollar RWA @Bantr_fun

I look at DeFi projects for just one thing:
Whether it can rise, I can't be bothered with the rest.
It wasn't until I was chatting with a friend who was in the cross-border business that he said the company wasn't lacking orders, but that money was always on the way: the goods had been shipped early, but the payment took days to come back, and the cash flow was completely stuck. At that moment, I realized that the real pain point was "money is too slow."

Later, I went to check PayFi and while browsing, I came across @humafinance.
One look at the team reveals that the technical side comes from Richard, who is from Tsinghua, Google, and EarnIn, managing the underlying technology and financing.
The product growth is Erbil from former Meta and Lyft, responsible for making the product user-friendly and widely used;
Ji Peng brings together the operations, ecosystem, and partners with his team.
What they are doing, to put it simply:
Put the "money that will be received in the future" (salaries, accounts receivable, stable income) on the blockchain, turning it into liquidity that can be used today,
Making money relies on risk control and real business, not on storytelling to drive the market.
In the past two years, Huma has grown from 0 to tens of billions in trading volume, and has raised tens of millions of dollars in financing.
At the same time, collaborate with Solana, exchanges, and institutions to cover the compliance and security aspects.
Overall, it resembles a company working on payment infrastructure, rather than just a project that issues tokens.
@humafinance is not the type of investment that makes you rich overnight by ten times.
More like one of those people who are slowly moving the flow of money from banks to the blockchain.
Whether one is optimistic about the short-term market or not is another matter, but this direction and these people are worth keeping an eye on.

$QUQ tapping $0.0030095 again... this demand zone is becoming a battlefield. Buyers keep defending it, and each retest is getting tighter. If this floor holds, a sharp bounce is on the table.

Buy Zone: $0.00297 – $0.00303
TP 1: $0.00311
TP 2: $0.00319
TP 3: $0.00327
Stop Loss: $0.00293

It’s wild to see traders still jumping into high-leverage longs in a market that’s clearly bearish.

Over $570m worth of long positions got wiped out in just 24 hours.

Alts/BTC tried to end the 4-year downtrend but failed.

But MACD is indicating that momentum is shifting towards alts.

I'll wait for a breakout above the trendline before accumulating some spot plays.

As an old sucker, this round of Bear Market is really different from before.

1. In the past, when everyone fell, they would go to copy the clones, but now basically no one mentions it. It's not that they don't want to copy, but they have been hurt too many times, and their hearts have been worn down.

2. In the past, there would always be someone who invested early in the top 100 altcoins, but now everyone is afraid to reach out recklessly. It's not that there is no money, but rather that many projects won't survive until the next round.

3. In the past, even when BTC and ETH dropped severely, the old OGs would grit their teeth and hold on. This time, I really saw people liquidating their bottom positions that they had held for several years. Protecting profits is more realistic than any faith now.

4. I used to think that the cryptocurrency world was at the forefront, but now everyone admits that AI is the trend. It's not that the cryptocurrency world is failing, but rather that the speed of AI is terrifying.

The overall feeling is: this round everyone is steady, no one is randomly betting on emotions anymore, and everyone hopes to survive and wait for the next wave.

How can there be no defensive funds at all? It's as if it must fall.

$SPACE #SPACE @intodotspace @cookiedotfun
I find the Space project quite interesting, it feels like a hard merge of Polymarket and Hyperliquid.
In simple terms, it means making leveraged predictions on Solana. You can bet with 10x leverage on events like "Will BTC break 100,000?" This essentially turns a 1:1 prediction into a high-risk, high-reward trading tool.

The data looks good, with a TVL exceeding 5 million USD and a monthly trading volume over 100 million. The team has also received grant support from the Solana Foundation. Recently, the Alpha event by Cookie DAO rewarded 110,000 USD, indicating that the project team still has funds to burn.

However, I think there is a problem with this model: leveraged prediction essentially adds leverage on top of gambling. Although Chainlink oracles are used to ensure fairness, whether market depth and liquidity can support high-leverage trading is still a question.

The distribution of the $SPACE token is still reasonable, with 50% allocated to the community and the team only taking 20%. The current price is around $0.008. If you want to give it a try, you can go to their DApp and connect your Phantom wallet to experience it.

That said, the liquidity of the prediction market sector usually shrinks significantly during bear markets. Whether Space can maintain its activity in the next cycle will depend on their community operations and product iteration capabilities.

This chart is single-handedly bringing the entire crypto market down.

Japan 10-year bond yield is now at its highest level since 2008.

BOJ is about to do a rate hike at the next meeting, which will make things worse.

Cheap borrowing will be over and people will sell their assets to repay the debt.

Crypto is the most liquid asset, so it's dumping the most.

I think we could soon the impact on other assets too.

$130B erased from crypto market as total market cap drops below $3T in just 2 hours.#JoinGrowthPointsDrawToWiniPhone17

In today's world filled with lightweight assets and air narratives, @cysic_xyz is an outlier, engaging in digital heavy industry.

Everyone is shouting about Agentic DeFi, but no one is talking about the elephant in the room: the current zkML simply cannot operate. Whether it’s the collaboration with @NetworkNoya or willingly being the underlying Prover, Cysic is proving a brutal truth — without hardware-level brute acceleration, all decentralized AI is a false proposition. Its logic is extremely sexy: using heavy asset hardware investment to exchange for the speed and honesty of on-chain AI. This is a key step in transforming zkML from a laboratory experiment into an industrial component.

What I admire most about it is this calmness that counters market cycles. Not chasing trends, not announcing airdrops, but persistently focusing on the fundamentals. This restraint, which only engages in necessary actions, is instead a tremendous endorsement of credibility. The integration of Succinct and Boundless explains everything: in this circle, whoever can tackle the toughest technology is the real traffic black hole.

Cysic's ambition goes far beyond acceleration. It is redefining computing power sovereignty. When computing power is no longer monopolized, but instead becomes an asset that can be held, traded, and verified like liquidity, it becomes the "oil" of Web3. What Cysic is paving is not just an acceleration pipeline, but an energy grid for the future digital economy.

Don't just stare at the K-line. In the intersection of AI and Crypto, Cysic is quietly laying the foundation. It's not sexy, but it determines how high the building can be constructed.

@KaitoAI @cysic_xyz