East-West advance: Reconstructing Global Patterns at the end of the year Hotcoin Research 1-5 December 2025



Currently, the total market value of encrypted money is 3.05 trillion dollarsBTC58.7 per cent, USD 1.79 trillion. The market value of the stable currency was $30,822 million, which had increased by 0.85 per cent in the last seven weeks, and it had grown positively in the second week, of whichUSDTThis represents 60.2 per cent。
CoinMarketCapMost of the first 200 projects have seen a slight increase, including:BTCTHE DECLINE WAS 3 PER CENT IN 7 DAYS, 4.38 PER CENT IN ETH 7 DAYS, 4.03 PER CENT IN SOL 7 DAYS, 62.7 PER CENT IN LUNC 7 DAYS AND 11.15 PER CENT IN CHEEMS 7 DAYS。
This week, AmericaBitcoinNET OUTWARD SPOT ETF: $8.8.1 MILLION; UNITED STATESEtherwoodNET OUTFLOW OF SPOT ETF: $65.6 MILLION。
Market projections(8 December-14 December):
THE RSI INDEX IS CURRENTLY 42.7 (NEUTRAL), THE FEAR OF GREED INDEX IS 22 (LOWER THAN LAST WEEK, GENERAL FEAR ZONE) AND THE MOUNTAIN SEASON INDEX IS 37 (NEUTRAL, THE SAME AS LAST WEEK)。
Market sentiment: It is now a critical window for structural repair and confirmation of trends. Over the past few weeks, the market has rebounded significantly after a panic drop, driven largely by the expected improvement in macro-liquidity (the Fed’s probability of soaring interest rates, ending quantitative austerity) and the recovery of the panic. However, the ability of the rebound to evolve into a continuing trend still needs to be confirmed by a breakthrough in key prices。
Based on the latest analysis of technology, Bitcoin and the Etherpo have broken the critical “bill and bear divide” and the short- and medium-term technological aspects have shifted from multiple trends to neutral and even hollow. In order for the market to regain its upward trend, it must effectively recover the following key positions:
BTCCore: $90,000-95,000
ETHCore: $3,000-3,500
SOLCore: $130-150
Risk: Focusing on the Fed ' s 10 December dynamics, market expectations of interest rate reductions (currently up to 82.8 per cent) are recent core drivers, and any failure of expectations could trigger sharp fluctuations. Vigilance against “vulnerable rise”: If price increases are not effectively amplified by turnover, caution against return risks。
1. On 1 December, Bloomberg reported that Kalshi, the forecast market platform, had been the subject of a class action against him for carrying out sports-related games without any state lottery licence and making misleading statements to the users about their activities
2. On 1 December, the White House Supervisor of Encrypted Currency and Artificial Intelligence, David Sachs, publicly questioned the New York Times ' investigation into his actions during his tenure as White House Head of Artificial Intelligence and Encrypted Currency, arguing that it had taken months to follow up on allegations of lack of evidence
3. On 5 December, according to lookonchain monitoring, the Circe added 500 million more an hour agoUSDCOver the past month, Circle has accumulated 10 billion more USDCs
4. ON 3 DECEMBER, THE PRESIDENT OF THE UNITED STATES, TRUMP, AT LAST NIGHT ' S CABINET MEETING, INDICATED THAT HE MIGHT ANNOUNCE THE CHAIRMANSHIP OF THE FEDERAL RESERVE EARLY NEXT YEAR, ADDING THAT FINANCE MINISTER BECENT DID NOT WISH TO HOLD THAT POSITION. WE'VE ALREADY ASSESSED 10 FED CANDIDATES, ONLY THE LAST ONE LEFT. TRUMP THEN INTRODUCED HASSET AT THE WHITE HOUSE MEETING, SAYING THAT THE POTENTIAL FED CHAIRMAN WAS HERE. IN ADDITION, TRUMP REITERATED HIS CRITICISM OF POWELL, SAYING THAT EVEN MORGAN CHASE CEO DAMON SAID THAT POWELL SHOULD LOWER INTEREST RATES
5. On 4 December, the world ' s second largest management company reversed its lead approach, with the Bank of the United States proposing to assign 1-4 per cent of digital assets to prospective investors
6. 4 December, according to Cointelegraph, MemePEPEOfficial websites have been attacked and users are being redirected to malicious links
7. On 5 December, Meta considered a 30 per cent reduction in the budget of the meta-cosm sector and a 3.4 per cent increase in stock prices next year
8. On 5 December, the China Internet Finance Association issued a joint multisectoral alert today on the prevention of illegal activities related to virtual currency. Three years after the encrypted currency risk alert in 2022. (a) Recall that, over the past five years, the mutual gold associations have issued four successive heavy-pound announcements at key market nodes
The United States Commodity Futures Trading Commission (CFTC) for the first time allowed listed spot-encrypted products to be traded on its registered futures exchange, marking a major breakthrough in the United States regulatory framework. The Bitnomial Exchange is planning to launch a CFTC-supervised leverage retail spot platform on 8 December
On 4 December, the 17th major upgrade of the “Fusaka” was successfully activated by the ETA host network, marking the official entry of the ETA into the accelerated development of the “hard cross” twice a year
The Co-founder CZ indicated that the focus of its future work would shift to BNB Chain ecology and to serve as an encryption adviser to multinational governments; the Co-founder of the Co-Founder would officially become the Co-CoEO。
1. ON 3 DECEMBER, IN THE UNITED STATES IN NOVEMBER, ADP EMPLOYED - 32,000 PEOPLE, WITH AN EXPECTED 10,000, WITH AN EX-GRATIA VALUE OF 42,000
2. On 4 December, the number of unemployment benefits requested by the United States until the beginning of the week of 29 November was 191,000, which was a new low since the week of 24 September 2022. An estimated 220,000 people, with the front value revised from 216,000 to 218,000
3. ON 5 DECEMBER, THE ANNUAL RATE OF THE CORE PCE PRICE INDEX IN THE UNITED STATES FOR SEPTEMBER WAS ANNOUNCED AT 2.8 PER CENT, WITH AN EXPECTED 2.9 PER CENT, PRIOR VALUE OF 2.9 PER CENT
On 6 December, according to the Federal Reserve Interest Rate Monitor, the probability of a reduction of 25 basis points in December was 82.8 per cent。

According to statistics, between 1 December and 5 DecemberUS BITCOIN NET ETFOUT: $8.8.1 MILLION; AS AT 5 DECEMBER, A TOTAL OF $25.01 BILLION HAD BEEN RELEASED FROM GTTC, WHICH CURRENTLY STANDS AT $14,964 MILLION, AND $6,945.3 MILLION FROM IBIT (BELED). THE TOTAL MARKET VALUE OF THE AVAILABLE BITCOIN ETF IN THE UNITED STATES WAS $117.67 BILLION。
U.S. ETHERPORT NET ETFOut: $65.6 million。
1. Bitcoin MENA will be held from 8 to 9 December at the Abu Dhabi National Exhibition Centre (ANNEC)
2. Solana Breakpoint 2025 will be held in Abu Dhabi from 11 to 13 December。
1.Chainlink(a) The first quarter allocation period for Rewards will end on 9 December at 22:00, during which participants will be allocated Cubes in order to obtain a token during the application period (from 16 December)
2. The S4 repurchase of Aster will commence on 10 December, and 60-90 per cent of the costs incurred in the S4 phase will be used for the repurchase of tokens。
1. On 11 December, at 3 p.m., the United States will issue a Federal Reserve interest rate decision (ceiling) until 10 December
2. On 11 December, at 21:30, the United States will announce the number of unemployed persons (in thousands) until the beginning of the week of 6 December
3. On 12 December, at 1 p.m., the Federal Reserve will publish data on the financial health of families in the United States in the third quarter of 2025 report on financial flows。
1. MovementMOVEOn 9 December, 161 million tokens valued at approximately $7.43 million, or 1.62 per cent of circulation, will be unlocked
2. CARV (CARV) WILL UNLOCK 1.61 MILLION TOKENS ON 10 DECEMBER, VALUED AT APPROXIMATELY $2.16 MILLION, OR 1.61 PER CENT OF CIRCULATION
On 10 December, Linea (LINEA) will unlock 1,440 million tokens worth approximately $12.3 million, or 2 per cent of circulation。
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The encrypted currency market is more volatile and investments carry risks themselves. We strongly recommend that investors invest in strict risk management frameworks based on a full understanding of these risks to ensure financial security。