Core Insights - Leveraged ETFs linked to bitcoin hoarder Strategy have suffered significantly due to the decline in bitcoin prices, impacting the largest corporate holder of the token [1][2] Group 1: Performance of ETFs and Strategy Shares - T-Rex 2X Long MSTR Daily Target ETF and Defiance Daily Target 2x Long MSTR ETF have lost nearly 85% of their value in 2025, while T-Rex 2X Inverse MSTR Daily Target ETF has decreased by 48% [2] - Shares of Strategy have fallen over 40% this year, primarily due to bitcoin's drop below $90,000 [2] - Bitcoin reached a record high of $126,223.18 in October but has since declined due to global risk aversion [3] Group 2: Company Metrics and Market Reactions - Investor attention is on Strategy's "mNAV" metric, which is currently estimated at around 1.1, following CEO Phong Le's comments about potentially selling bitcoins if the ratio falls below 1 [4] - Comments from CEO Phong Le have raised concerns about the company's commitment to not selling bitcoin, which could undermine its marketing message [5] Group 3: Earnings and Short Selling - Strategy has revised its full-year outlook to a profit range of $6.3 billion to a loss of $5.5 billion, down from a previous forecast of $24 billion in net profit [6] - The company disclosed a $1.44 billion reserve for dividends on preferred stock and interest on debt, while short sellers have gained over $2.5 billion from the stock this year [7] - Since joining the Nasdaq 100 index, Strategy shares have more than halved, dropping about 70% from their peak in November 2024 [8]

Core Insights - Solana ETFs experienced a significant pause in demand after a strong performance in November, with a cumulative outflow of $8.10 million recorded on a recent Friday, marking the first outflow since their inception on October 28 [1] - Despite the recent outflow, Solana ETFs have seen net inflows exceeding $600 million since their launch, with the Bitwise Solana ETF (BSOL) attracting over $540 million, while Grayscale's GSOL follows with nearly $80 million [2] - In contrast, Bitcoin and Ethereum ETFs faced substantial outflows, with over $3 billion and $1 billion withdrawn respectively, highlighting the relative strength and institutional interest in Solana ETFs [3] Group 1 - The recent outflow from Solana ETFs is notable as it is the first since their launch, indicating a shift in market sentiment [1] - The strong inflows prior to the outflow demonstrate the appeal of Solana ETFs compared to Bitcoin and Ethereum, which have struggled during the same period [2] - Institutional interest in Solana is further evidenced by Franklin Templeton's recent filing for a Solana ETF with the SEC, reflecting ongoing demand for alternative investment vehicles [3]

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Crypto exchange Kraken said it agreed to buy tokenization specialist Backed Finance as crypto firms increasingly bring real-world assets onchain in a market that's projected to be worth trillions of dollars in less than 10 years. Kraken plans to add the Switzerland-based company's tokenized stocks and exchange-traded funds (ETFs) to its trading platform, it said in a Tuesday press release. It did not disclose the terms of the deal. The exchange has been on an acquisition spree as it prepares to go public ...

Market Overview - Bitcoin (BTC) surged back above $90,000, trading at $91,180, up 8% over the past 24 hours, recovering from a drop below $84,000 [1] - Ethereum's ether (ETH) bounced above $3,000, gaining 9%, while large-cap altcoins like XRP, Solana's SOL, and dogecoin (DOGE) increased by 7%–10% [2] Institutional Developments - Vanguard, a $11 trillion asset management giant, has lifted its ban on crypto, allowing clients access to digital asset ETFs [3] - Bank of America has permitted its wealth managers to recommend a 1%-4% allocation to spot bitcoin ETFs [3] Market Risks - Analyst Mark Connors warns that a rise in Japan's 10-year yield could negatively impact bitcoin, as it may divert capital from global markets, particularly affecting crypto due to its ties to Asian capital flows [4] - Connors also noted that bitcoin appears to be leading the S&P 500 lower, with potential for intervention from the Federal Reserve and Bank of Japan if markets weaken further [5] Market Sentiment - Despite some risks, bitcoin derivatives indicate a bullish sentiment, with traders selling downside puts around the $80,000–$85,000 level while selectively buying upside further out [6] - The market seems to treat the $80,000–$85,000 range as a support level, suggesting traders are positioned for a recovery into year-end [7]

Market Overview - Bitcoin and Ether experienced significant declines on December 1, 2025, with Bitcoin down approximately 5% over the past week and Ether down about 7%, alongside broader losses in the crypto industry [1] - Bitcoin exchange-traded funds (ETFs) faced their second-worst month in November, with outflows totaling $3.5 billion, and Bitcoin's value has decreased over 30% from its October all-time high of over $126,000 [1] Market Sentiment and Influences - High leverage in crypto markets and macroeconomic uncertainty, particularly regarding U.S. interest-rate cuts, are acting as headwinds for the market [2][3] - The People's Bank of China's warning against illegal digital currency activities has further pressured Asian crypto stocks, leading to declines in Hong Kong-listed crypto-linked companies [4] Trading Activity and Future Outlook - Muted trading volumes on both centralized and decentralized exchanges indicate a subdued risk appetite in the crypto market, with expectations of a sustained rally appearing unlikely in the near term [5] - However, 2026 may present a different market setup, suggesting potential long-term gains despite current short-term weaknesses [5] Investment Recommendations - Bank of America recommends a 1-4% allocation to cryptocurrency for its wealth management clients, indicating a cautious approach to digital asset exposure [6] - Morgan Stanley also suggests a 2-4% portfolio allocation to crypto, describing it as a speculative but increasingly popular asset class [8] - Vanguard Group has shifted its stance to allow crypto ETFs and mutual funds on its platform, reflecting a growing acceptance of digital assets [8] ETF Options - Investors can consider various Bitcoin ETFs, including Bitwise Bitcoin ETF, Fidelity's Wise Origin Bitcoin Fund, Grayscale's Bitcoin Mini Trust, and BlackRock's iShares Bitcoin Trust [7] - Additionally, Ether ETFs such as iShares Ethereum Trust ETF, Grayscale Ethereum Trust ETF, and Fidelity Ethereum Fund ETF are available for investment [9]

We recently published 10 Stocks Already Hurting in December. Bitmine Immersion Technologies, Inc. (NYSEAmerican:BMNR) is one of the top performers on Monday. Bitmine saw its share prices decline by 12.62 percent on Monday to close at $28.94 apiece as investor sentiment was dampened by Ethereum’s drop in prices on the same day. As of writing, Ethereum was down by 0.11 percent at $2,797.23 apiece, mirroring an overall market sentiment amid a selloff from the previous week’s rally. Also on Monday, Bitmine ...

We recently published 10 Stocks Already Hurting in December. American Bitcoin Corp (NASDAQ:ABTC) is one of the top performers on Monday. American Bitcoin Corp (NASDAQ:ABTC) fell by 15.57 percent on Monday to finish at $3.58 apiece as investors took path from its major asset’s decline on the same day. On Monday alone, Bitcoin shed 0.058 percent to hover around the $86,000 level. Its current value marked a 21.6 percent fall from the $110,000 territory in just the past 30 trading days. In other recent news ...

RT BSCN (@BSCNews)2025 ANALYSIS: $JASMY COIN - Which factors could stand to influence the performance of Japan's biggest crypto platform @Jasmy_Global...? https://t.co/zhO1jd8nWz ...

Core Insights - Chainlink's native token, LINK, experienced an 8% increase to $13.06 following the launch of a Grayscale ETF dedicated to the asset [1] - The ETF, GLNK, provides regulated access to Chainlink for investors through traditional brokerage accounts, marking the first U.S. ETF focused on tracking LINK [1][5] Company Overview - Chainlink is essential for enabling blockchain systems to interact with real-world data, integrating off-chain information into smart contracts for decentralized applications [2] - The network facilitates communication between separate blockchains, allowing data and value transfer across otherwise isolated networks, which is crucial for decentralized finance (DeFi), NFTs, and gaming [3] ETF Details - The GLNK ETF does not represent a direct investment in LINK; it holds LINK on behalf of shareholders and is not subject to the Investment Company Act of 1940, lacking some consumer protections [4] - The introduction of the ETF follows a significant decline in LINK's value, which is down 39% since the beginning of the year, reflecting broader trends in the cryptocurrency market [4]