25+ min ago (513+ words) MicroStrategy CEO Phong Le has, for the first time, acknowledged that the company could sell its 649,870 BTC holdings under specific crisis conditions. This marks a significant shift from Chairman Michael Saylor's long-standing "never sell" philosophy and signals a new chapter for the world's largest corporate Bitcoin holder. MicroStrategy has confirmed a scenario almost no one thought possible: the potential to sell Bitcoin, its core treasury asset. Speaking on What Bitcoin Did, CEO Phong Le outlined the precise trigger that would force a Bitcoin sale: Le clarified that the board has not planned near-term sales, but confirmed that this option "is in the toolkit" if financial conditions deteriorate. This is the first explicit acknowledgement, after years of Michael Saylor's absolutist claim that "we will never sell Bitcoin." It shows that MicroStrategy does, in fact, have a kill-switch tied directly to liquidity…...

41+ min ago (741+ words) Monad has dropped over 47% from its post-listing high in just four days. The Monad price chart shows a rapid launch spike followed by a sharp downside slide, a pattern similar to how Pi Coin traded immediately after its launch. Both are new layer-1 projects that launched with strong attention, but both slipped quickly after launch. This piece compares the chart structures and then examines whether MON is exhibiting the same sustained weakness as Pi Coin, or if its own setup still indicates signs of stability. Pi Coin lost 86.57% of its value within the first six weeks after listing and is now down more than 91% from its post-launch high. Monad has followed a similar opening path, dropping 47.57% from its peak in only four days. Both charts show the same early traits: The key difference is the market backdrop. Pi Coin launched…...

2+ hour, 4+ min ago (481+ words) A powerful and unusual wave of global capital is rushing into US markets. Foreign investors are buying American equities at a record pace, Treasury demand is reshuffling at a structural level, and domestic inflows are accelerating into year-end. At the same time, US consumer debt has hit its highest level in history. For crypto and equity investors, the scale and direction of these flows signal a major shift in risk appetite and global macro positioning. Private investors outside the US purchased $646.8 billion in US equities in the 12 months ending September 2025, according to data cited by Yardeni Research. This marks the highest level on record, surpassing the 2021 peak by 66%, with flows doubling since January. The buying is not limited to US equities. Foreign private-investor purchases of US Treasuries totalled $492.7 billion in the same period. Rolling 12-month non-US buying of Treasuries has…...

2+ hour, 26+ min ago (816+ words) The real-world asset market has been recovering after a slow November, with fresh interest emerging from stablecoin experiments and strong technical setups. Activity remains uneven across the sector, but a few charts are setting up more cleanly than the others. Among the key RWA tokens to watch, three stand out as December approaches. Each shows a different mix of strength, recovery potential, and risk. Among key RWA tokens to watch in December, Stellar (XLM) stands out as a payments-first chain that big financial players actually use. November was still rough, with XLM down about 18.9%, but the last seven days brought a 4.9% bounce as US Bank's stablecoin tests and growing AUDD activity pushed fresh attention toward the network. On the chart, Stellar is quietly building a reversal setup. Between November 4 and November 21, the price reached a lower low; however, the Relative Strength…...

5+ hour, 26+ min ago (545+ words) BitMEX co-founder Arthur Hayes has warned that Tether risks balance-sheet insolvency if its Bitcoin and gold reserves suffer a 30% drawdown. His November 30 post targets the structural vulnerabilities in Tether's latest asset allocation. He suggests the firm has tied its solvency to the performance of volatile risk assets rather than relying solely on the stability of government debt. Hayes' assessment draws on Tether's third-quarter 2025 attestation, which reveals a significant rotation into non-fiat collateral. The report shows the issuer now holds $12.9 billion in precious metals and $9.9 billion in Bitcoin. According to Hayes, this allocation represents a deliberate "interest rate trade." His thesis posits that Tether is preparing for Federal Reserve rate cuts that would compress the yield on its massive portfolio of US Treasury bills. "[Tether] thinks the Fed will cut rates, which crushes their interest income. In response, they are buying…...

5+ hour, 56+ min ago (767+ words) XRP price enters December after a weak November, with the token down nearly 13% for the month. December has often appeared strong on paper due to the 2017 outlier, but recent years have shown much tamer returns. With ETF inflows rising, long-term holders selling, and XRP trading near a key resistance zone, traders want to know if December can offer a cleaner setup. This analysis looks at XRP's seasonal history, on-chain behavior, and the levels that matter most. At first glance, December looks like a strong month for XRP, with an average gain of about 69.6%. But the median return is "3.16%, showing that the +818% surge in 2017 inflated the long-term average. A more realistic comparison comes from recent years, with a gain of 6.94% in 2024 and 1.62% in 2023. November 2025 has been weak. XRP is down almost 13%, which makes traders doubt whether the positive December seasonality still…...

6+ hour, 6+ min ago (325+ words) Kazakhstan's central bank is weighing a plan to invest up to $300 million in cryptocurrency assets. On November 28, Timur Suleimenov, chairman of the National Bank of Kazakhstan, said the bank could allocate funds from the National Fund and its foreign-exchange reserves into crypto. However, he emphasized that the full amount may not be used. Meanwhile, he said the recent pullback across digital asset markets has made the timing of any allocation less certain. Indeed, Bitcoin price has declined by more than 17% during the past month amid broader market volatility. Considering this, he stated that the central bank intends to wait for conditions to stabilize before committing funds to the industry. "We won't make any decisions without thorough analysis. We're analyzing. We won't rush these decisions until good investment opportunities emerge. After the current decline in all digital, financial, and crypto assets,…...

9+ hour, 56+ min ago (994+ words) The Bitcoin price in December is now a key focus, given that the market ended November on a weak note. Bitcoin dropped more than 17% this month, breaking its usual November trend and raising questions about whether the recent $80,000 bounce was the real bottom. December has a mixed history for Bitcoin, and early data for this year shows some caution in both spot flows and on-chain signals. This analysis examines three key areas: seasonal performance, ETF flows, and insights from on-chain and price charts regarding the upcoming month. December is not usually a very strong month for Bitcoin. The long-term average return is 8.42%, but the median return is only 1.69%. The last four years also show mixed results, with three negative Decembers. November added more caution. Instead of repeating its strong seasonal pattern, Bitcoin finished the month more than 17% lower. ETF flows…...

11+ hour, 56+ min ago (516+ words) Cardano has had one of the weakest months in the market. The ADA price is down more than 31% in November, even as Bitcoin and Ethereum recovered 68% in the same period. Over the past seven days, the Cardano price has gained only about 1.9%, showing very little momentum. Key supply and big money signals now point to deeper weakness unless conditions stabilize soon. Cardano's recent move shows clear stress on two fronts: large money flow and coins moving across age bands. The first signal comes from CMF (Chaikin Money Flow), which reflects the strength of big money. Between November 24 and November 28, ADA's price reached a higher high, but CMF formed a lower high and then broke below its descending trendline, which had been in place since October 11. The same breakdown occurred on November 2, and ADA fell by more than 20% after that move....

12+ hour, 44+ min ago (339+ words) Bitcoin is on track to post its second-worst monthly performance of the year after falling 17.28% in November. According to CoinGlass data, that places it just behind February's 17.39% decline. Notably, the drop also marks Bitcoin's steepest November slide since 2022, when it lost 16.23% of its value. According to BeInCrypto data, Bitcoin opened November near $110,000 after a volatile October that delivered a record high of $126,000 but also erased about $20 billion in market value. The selloff had begun after Donald Trump expanded tariffs on China on October 10, prompting a broad reassessment of risk across global markets. The choppiness persisted into November, and the record US government shutdown further exacerbated it by tightening liquidity across traditional markets. Apart from the macroeconomic conditions, BTC was also affected by weakening institutional flows. According to SoSo Value data, Bitcoin ETFs recorded $3.48 billion in outflows in November. This marks…...