Core Insights - Bitcoin (BTC) is currently underperforming compared to traditional safe-haven assets like gold amid rising tensions between President Trump and Fed Chair Powell, raising concerns about the Federal Reserve's independence [1][2] Market Performance - Gold reached a record high of over $4,600 per ounce, while silver also hit an all-time high of $84.60. Bitcoin initially rose to $92,000 but later fell back to $90,500 during European trading hours [3][4] - The broader cryptocurrency market also retreated, with notable coins like Monero pulling back from a record high of $598 to $571, still reflecting a 15% increase over 24 hours [4] Economic Indicators - U.S. Treasury yields remained elevated, indicating that markets do not expect Powell to yield to legal pressures and cut interest rates aggressively. The 10-year U.S. yield was approaching 4.2%, while the two-year yield was at 3.54%, the highest in two weeks [5] Employment and Inflation Data - Analysts at ING noted that a dip in the U.S. jobless rate and potentially hotter-than-expected inflation data could prevent the Federal Reserve from cutting rates until at least March [6] ETF Flows - From January 5 to January 9, Bitcoin ETFs experienced net outflows of $681 million despite high trading volumes of $19.5 billion, indicating active repositioning rather than disengagement. Ethereum ETFs also saw $69 million in outflows, while XRP and SOL ETFs attracted capital, suggesting a selective risk appetite [7] Derivatives Market - The derivatives market shows a lackluster outlook in the near term, with 30-day BTC and ETH implied volatility indices at their lowest levels in weeks [8]

Core Insights - The U.S.-listed spot crypto ETFs experienced their worst outflow period on record in the last two months of 2025, with investors withdrawing billions, marking a challenging year-end for a product that has significantly contributed to institutional adoption [1] Group 1: ETF Performance - The 11 spot ETFs saw a net outflow of $1.09 billion in December following a larger outflow of $3.48 billion in November, totaling $4.57 billion in redemptions over the two months, the highest since their launch in January 2024 [2] - The U.S.-listed ether ETFs also faced significant withdrawals, with over $2 billion pulled from these funds in November and December [3] Group 2: Market Sentiment - The outflows reflect a notable decrease in institutional interest in leading cryptocurrencies, coinciding with a 20% decline in bitcoin's price during the same timeframe [3] - Despite the negative sentiment from ETF outflows and liquidations, some experts suggest that the market is in a state of equilibrium rather than panic, with weaker investors exiting and stronger balance sheets absorbing the supply [4] Group 3: Alternative ETF Trends - While bitcoin and ether ETFs lost favor, XRP ETFs gained over $1 billion in inflows during November and December, and Solana's SOL ETFs attracted more than $500 million [5]

Photo by BeInCrypto Short-term derivatives traders have maintained long positions in several altcoins as of late December. However, without strict stop-loss plans, these positions could face liquidation risks as early as January. Which altcoins are at risk, and why could they cause major liquidation losses? The following analysis explains the details. 1. Solana (SOL) Solana’s 7-day liquidation map shows a severe imbalance. Cumulative long liquidations significantly outweigh short liquidations. Long tr ...

🇺🇸 ETFS: The $SOL ETFs have seen nothing but net inflows since December 4th. https://t.co/5WZaP2tjw7 ...

🔥 HOT: The $SOL ETFs have now seen 7 days of consecutive inflows. https://t.co/smf1Lbd03M ...

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]

Market Trends - BlackRock 可能即将推出加密货币重磅产品 [2] - XRP ETF 表现优于 BTC、ETH 和 SOL ETF [2] - Grayscale 提交了美国首个 ZEC 现货 ETF 申请 [2] - Solana 上的 Meme 币活动大幅减少 [2] Cryptocurrency Adoption - 一家大型银行正在使用 XLM [2] Daily Updates - 每日上午 10:30 在 YouTube 和 X 上直播 [1]

Core Insights - The total altcoin market cap has fallen below $1 trillion, indicating a bearish sentiment in the market that may lead to volatility and large-scale liquidations in various assets [1][2] Group 1: Ethereum (ETH) - Ethereum's liquidation map reveals a significant imbalance, with a higher potential for liquidation on Short positions compared to Long positions [3] - If ETH rises above $3,500, over $3 billion in Short positions could be liquidated, while a drop below $2,700 would only result in approximately $1.2 billion in Long liquidations [5] - ETH is currently at a major support zone around $3,100, which could trigger a strong recovery, especially as the sentiment indicator shows extreme fear, historically leading to sharp rebounds [6] Group 2: Solana (SOL) - Solana's liquidation map also indicates a strong imbalance, with Short liquidations dominating, particularly after SOL's drop below $150 [8] - Despite the bearish sentiment among short-term traders, SOL ETFs have seen a net inflow of over $12 million on November 14 and more than $46 million over the past week, suggesting strong ETF demand [9] - If SOL climbs to $156, Short liquidations could reach nearly $800 million, indicating potential for a rebound [10]

RT BSCN (@BSCNews)⚠️ SPOT $SOL ETFS: DATA UPDATE - How are @solana's recently launched US ETFs performing so far...? Find out now https://t.co/hpNAgQ1NUU ...

RT BSCN (@BSCNews)⚠️ SPOT $SOL ETFS: DATA UPDATE - How are @solana's recently launched US ETFs performing so far...? Find out now https://t.co/hpNAgQ1NUU ...