Assets under management in US spot Bitcoin exchange-traded funds slipped below $100 billion on Tuesday, following renewed investor withdrawals and a sharp downturn across the broader cryptocurrency ma... ...

Core Insights - The crypto market reacted positively to the US inflation report, with the Consumer Price Index (CPI) for December 2025 showing a 2.7% year-over-year increase, consistent with November's rate [1][2] - The CPI data is significant as it may influence the Federal Reserve's decisions regarding interest rates, with current inflation still above the 2% target [2] - Following the CPI release, Bitcoin surpassed $96,000 for the first time in two months, while Ethereum reached a two-month high of $3,340 [3] Market Reactions - The cryptocurrency market experienced a notable spike, leading to a 211% increase in total liquidations, amounting to $688 million, with $93 million in long positions and $595 million in short positions [4] - Bitcoin accounted for $294.7 million in daily liquidations, with $28 million in longs and $266.7 million in shorts, affecting 126,235 traders [5] - The largest liquidation occurred in the ETH/USDT pair on Binance, valued at $12.9 million [5] Investment Products - Spot Bitcoin exchange-traded funds (ETFs) in the US saw a net inflow of $753.8 million, the highest since October 7, 2025, driven by Fidelity's $351.4 million contribution [6] - Spot Ethereum ETFs also recorded a $130 million net inflow, led by BlackRock's $53.3 million investment [6] - Future market movements may be influenced by the upcoming US Federal Reserve rate decision and geopolitical tensions between Iran and the US [6]

Core Insights - Bitcoin experienced a decline, briefly dropping below $91,000 following the release of the November JOLTS job openings data, which came in at 7.1 million, significantly below the expected 7.6 million [2][3][4] - The weak job data suggests a softening labor market, which may lead to further rate cuts by the Federal Reserve, potentially benefiting Bitcoin and the broader crypto market [4][6] - Bitcoin ETFs recorded their first outflow of the year, with net outflows of $243.24 million, primarily driven by Fidelity, which saw $312.24 million leave its fund [7][8] Job Market Data - The November JOLTS job openings data indicates a labor market weakness, marking the lowest level in over a year, which strengthens the case for more rate cuts [3][4] - Fed Governor Chris Waller has indicated that the labor market conditions are prompting the need for additional rate cuts [4][5] ETF Activity - The outflows from Bitcoin ETFs occurred just a day after a significant inflow of nearly $700 million, indicating volatility in investor sentiment [7] - BlackRock deposited 567 BTC, valued at $52.2 million, into Coinbase, suggesting potential offloading of assets despite not experiencing outflows [8]

Core Insights - U.S.-listed spot XRP exchange-traded funds (ETFs) have surpassed $1 billion in assets, achieving consistent net inflows since their launch in mid-November, distinguishing them from bitcoin and ether ETFs which experienced outflows during the same period [1][2][4] Group 1: Performance Metrics - Total net assets for spot XRP ETFs reached approximately $1.18 billion as of December 12, with cumulative net inflows around $975 million [2] - XRP ETFs have recorded 30 consecutive trading days of net inflows since their debut on November 13 [2] Group 2: Market Context - The milestone for XRP ETFs occurs amid a broader decline in crypto prices and a risk-off sentiment in global markets, as investors reassess rate expectations and earnings momentum [3] - Bitcoin and ether have seen recent price declines, while major altcoins have followed suit [3] Group 3: Investor Behavior - Analysts suggest that the inflows into XRP ETFs are driven more by access and structure rather than short-term price movements, indicating a shift in investor focus [4][6] - The consistent inflow pattern of XRP ETFs suggests a "set-and-hold" buyer profile, with institutional investors prioritizing assets that fit within established ETF frameworks [8] Group 4: Broader Implications - The success of XRP ETFs may signal a shift in the crypto ETF landscape, where capital is diversifying beyond bitcoin and ether into alternative assets packaged in regulated wrappers [9]

Market Trends - BTC ETFs have shifted to net buyers following a significant outflow on November 20 [1] - Since November 20, BTC ETFs have experienced net inflows of $535 million [1] - This week alone, BTC ETFs have recorded $315 million in net inflows [1]

Group 1: Market Developments - The UK has officially recognized cryptocurrencies and stablecoins as legal property through the Property (Digital Assets etc) Bill, enhancing the legal framework for digital assets [1] - The cryptocurrency market capitalization increased by 7.4%, reaching $3.24 trillion, with 95 of the top 100 coins appreciating in value [5][6] - Bitcoin (BTC) rose by 7% to $92,992, while Ethereum (ETH) increased by 9.1% to $3,055, indicating a positive trend in the market [5][11] Group 2: Institutional Involvement - Vanguard has reopened access to Bitcoin ETFs for over 50 million clients, which could act as a catalyst for BTC's price movement towards $100,000 [2][16] - Bank of America has permitted more than 15,000 wealth advisers to recommend Bitcoin ETFs, potentially increasing liquidity in the crypto market [8][16] - The US BTC spot ETFs saw inflows of $58.5 million, marking the fifth consecutive day of inflows, while ETH spot ETFs experienced outflows of $9.91 million [5][13] Group 3: Market Sentiment and Predictions - The crypto market sentiment has improved, moving out of extreme fear territory, with the fear and greed index rising to 22 from 16 [12] - Analysts suggest that BTC's price could push above $100,000 if it breaks through key resistance levels between $93,000 and $95,000 [9][10] - There is optimism for December, with expectations of a potential "Santa rally" as market conditions appear more favorable [10]

RT BSCN (@BSCNews)🚨 VANGUARD FINALLY OPENS DOORS TO CRYPTO - When $BTC ETFs first went live, people were shocked about financial giant Vanguard's unwillingness to support them... Now all that has changed ⬇️https://t.co/ckKivnMkVy ...

RT BSCN (@BSCNews)🚨 VANGUARD FINALLY OPENS DOORS TO CRYPTO - When $BTC ETFs first went live, people were shocked about financial giant Vanguard's unwillingness to support them... Now all that has changed ⬇️https://t.co/ckKivnMkVy ...

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]

RT BSCN (@BSCNews)🚨 VANGUARD FINALLY OPENS DOORS TO CRYPTO - When $BTC ETFs first went live, people were shocked about financial giant Vanguard's unwillingness to support them... Now all that has changed ⬇️https://t.co/ckKivnMkVy ...