Tom Lee(@fundstrat)'s #Bitmine bought 96,798 $ETH($273M) last week and currently holds 3,726,499 $ETH($11.52B). ...

First day of the week. Last month of the year.31 daily candles left in 2025. ...

Market Trends & Cryptocurrency Performance - Crypto majors experience selloff, reversing prior gains; Bitcoin (BTC) down 6% at $85,800 [1] - Ethereum (ETH) down 6% at $2,820; Binance Coin (BNB) down 7% at $822; Solana (SOL) down 7% at $127 [1] - Over $650 million was liquidated from the crypto market, with $580 million in long positions wiped out [1] - Zcash (ZEC) declines 20% to $355, down 35% on the week [1] - Memecoin leaders are down 5-10%; Dogecoin (DOGE) -9%, Shiba Inu (SHIB) -6%, Pepe (PEPE) -10%, Pengu (PENGU) -10%, Bonk (BONK) -10%, TRUMP -6%, SPX -11%, and FARTCOIN -11% [1] Regulatory & Corporate Developments - China's central bank reaffirms crypto's illegal status and signals further crackdown [1] - Tether founder defends against insolvency concerns [1] - Robinhood partners with Susquehanna to launch a new CFTC-licensed exchange [1] - Sony Bank plans to launch a US dollar-pegged stablecoin as early as 2026 [1] - MicroStrategy (MSTR) establishes a $1.4 billion dividend fund [1] Institutional Investment & ETF Flows - Bitcoin ETFs saw net inflows of $70 million last week, while Ethereum ETFs saw $312 million [1] - The cap on IBIT options was raised to 1 million contracts [1] Token Unlocks & Protocol Updates - Hyperliquid token unlocks begin, with 1.75 million tokens distributed across team members [1] - Jupiter shares that HumidiFi's WET token will be the first token on new DTF platform, launching December 3 [2]

Michael Saylor’s Company ‘Strategy’ Officially Becomes First in the World to Own 650,000 Bitcoinhttps://t.co/RxWgFRNxkA ...

Core Insights - The cryptocurrency market is experiencing a significant selloff that began in October, with Bitcoin and Ether seeing substantial declines in early December [2][3]. Market Performance - Bitcoin fell by as much as 6% to under $86,000, while Ether slid more than 7% to approximately $2,800 [2]. - The market has lost around $19 billion since the selloff began, following Bitcoin's peak at $126,251 [2]. - Bitcoin lost 16.7% of its value in November but showed signs of recovery last week, climbing beyond $90,000 [3]. Investor Sentiment - Traders are cautious, anticipating further declines, with a focus on Bitcoin's support level at $80,000 [3]. - Concerns are raised regarding low inflows into Bitcoin exchange-traded funds and a lack of dip buyers [3]. Corporate Actions - Strategy CEO Phong Le indicated that the company could sell Bitcoin if its mNAV falls below 1x to fund dividend payments, highlighting a potential shift in corporate crypto holdings [4][5]. - Strategy has accumulated $56 billion in Bitcoin, with its mNAV currently at 1.19 [5]. Regulatory Developments - S&P Global Ratings downgraded its assessment of USDT, the largest stablecoin, from "constrained" to "weak," indicating concerns about its ability to maintain its U.S. dollar peg [6]. Retail Adoption - Retailers view cryptocurrency as a long-tail enhancement rather than a primary payment method, similar to the early days of PayPal or Klarna [6][7].

JUST IN: Michael Saylor's 'Strategy' now holds 650,000 Bitcoin worth $55.8 billion. ...

BREAKING: 🇺🇸 Michael Saylor's Strategy buys 130 Bitcoin worth $11.7 million.They now officially own 650,000 BTC 🚀 ...

🚨JUST IN: @STRATEGY ESTABLISHES $1.44B RESERVE, BOOSTS $BTC HOLDINGS TO 650,000 $BTC ...

Group 1 - The article suggests that for those unfamiliar with cryptocurrencies, it is essential to educate themselves before investing, as there are both opportunities and risks involved [1] - Coinbase Global is highlighted as a leading cryptocurrency exchange platform, allowing investors to avoid the risks associated with investing in a single cryptocurrency [2] - As of the end of September, Coinbase reported a quarterly trading volume of $295 billion and a revenue of $1.9 billion for the third quarter, reflecting a 25% year-over-year increase [3] Group 2 - The article advises potential investors to carefully consider whether Coinbase stock fits their portfolio, indicating that it may be overvalued based on its price-to-sales and price-to-cash-flow ratios compared to five-year averages [7] - It notes that a decline in cryptocurrency trading activity could lead to reduced income for Coinbase, emphasizing the volatility associated with the cryptocurrency market [7] - The Motley Fool Stock Advisor analyst team has identified ten stocks they believe are better investment options than Coinbase Global, suggesting caution for potential investors [8]

Strategy has acquired 130 BTC for ~$11.7 million at ~$89,960 per bitcoin. As of 11/30/2025, we hodl 650,000 $BTC acquired for ~$48.38 billion at ~$74,436 per bitcoin. $MSTR $STRC $STRK $STRF $STRD $STRE https://t.co/UkWX7PRHms ...