XRP retreated 4.3% on Wednesday, dropping from $2.09 to $2.00 as traders unwound risk following Bitcoin profit-taking — despite institutional flows into XRP ETFs surging well above trend. The move highlights a growing divergence between strong fundamental inflows and short-term technical weakness in the token.Institutional trading activity spiked 54% above the weekly average, signaling strategic selling at resistance, not retail-driven panic.What You Need to KnowXRP fell 4.3%, underperforming the broader crypto market by ~1%.Institutional flows jumped 54% above the 7-day average — consistent with distribution at resistance.ETF inflows remain strong, but XRP continues to fail at the $2.09–$2.10 ceiling.Exchange balances dropped to 2.6B tokens, the lowest in 60 days — tightening long-term supply.The rejection at $2.08 triggered a 205% volume surge (172.8M tokens), flipping the move into a clean failed breakout and driving price back to the $2.00 psychological support.Market BackgroundU.S. spot XRP ETFs added another $170 million in inflows this week — marking yet another week of zero outflows.Market makers report heavy layered sell pressure above $2.10, with persistent offers blocking upside.Exchange-held XRP supply dropped from 3.95B → 2.6B over two months, a structurally bullish signal despite near-term weakness.XRP lagged peers as the CD5 index fell 3.1%, suggesting the move was token-specific, not macro-led.The result is a market caught between strong long-term accumulation and short-term technical rejection.Price Action SummaryHigh → Low: $2.09 → $2.00Daily range: 5.4%Peak volume: 172.8M at 19:00 UTC (205% above daily avg)Resistance rejections: Multiple failures at $2.08–$2.10Late-session stabilization: Higher lows forming at $1.999–$2.005Technical AnalysisSupport$2.00: Psychological level and first defensive line$1.95: Secondary demand zone from prior accumulationResistance$2.09–$2.10: The key barrier; sellers defending aggressivelyA close above $2.10 flips structure short-term bullishVolume Structure54% above weekly trend → institutional flows, not retail breakdownVolume spike during the failed breakout confirms active sell wallsMarket StructurePrice remains inside a multi-month triangular compression, tightening as exchange supply falls.Short-term momentum bearish, with bounce attempts capped under $2.08.What Traders Are Watching$2.00 test #2: A breakdown exposes $1.95 quickly.ETF inflows: Continued inflows offset spot weakness; any slowdown would remove a key support pillar.Breakout confirmation: Requires multiple hourly closes above $2.10 with sustained >100M volume.Compression setup: Structure suggests the next breakout or breakdown will be larger than the last.Shrinking exchange supply: The wildcard — thinner supply can accelerate moves once direction confirms.

알리안츠 인베스트먼트 매니지먼트의 포트폴리오 관리 담당 부사장인 찰리 리플리는 보고서에서 파월 의장과 그의 팀이 일자리와 인플레이션이라는 두 가지 임무 사이에서 균형을 찾아야 하는 어려운 입장에 처해 있다고 말했습니다. 리플리는 "앞으로 파월 의장의 마지막 금리 인하는 이번이 될 가능성이 높습니다. 금리 관점에서 아직 중립 수준으로 돌아간 것은 아니지만 인플레이션 억제에 상당한 진전이 있었다고 말할 수 있습니다."라고 말했습니다. 그는 특히 매파적 정책 기조에 대한 시장의 기대가 투표 위원 교체 이후에도 여전히 강할 경우 차기 연준 의장이 누가 되든 똑같이 어려운 균형 잡기에 직면하게 될 것이라고 지적했습니다. (골든 텐)

The U.S. Federal Reserve delivered a widely expected 25 bps rate cut on Wednesday, lowering the target range to 3.50%–3.75%, but uncertain forward guidance from Chair Jerome Powell dampened expectations for a near-term Bitcoin breakout.Analysts say Powell’s remarks — neither fully hawkish nor dovish — signal that the meaningful portion of the easing cycle may not begin until 2026, leaving crypto markets without a strong macro catalyst in the short term.Powell Warns of “No Risk-Free Path,” Signals Caution AheadAt the December FOMC meeting, Powell emphasized the complexity of the current economic landscape:“In the near term, risks to inflation are tilted to the upside and risks to employment to the downside — a challenging situation. There is no risk-free path for policy.”While the comments were softer than some feared, they lacked the clarity markets hoped for. According to Coin Bureau founder Nic Puckrin, Powell’s communication suggests only one rate cut may materialize in 2026 under his leadership.Puckrin noted that liquidity, not rates, will be the key macro driver:“Attention will turn to liquidity and the Fed’s balance sheet policy in early 2026. Despite the Treasury bill purchase announced today, quantitative easing isn’t coming until things start breaking — and that always means more volatility and potential pain.”Market Data Shows Traders Skeptical of Further Cuts Before 2026Bitcoin typically benefits from lower rates and increased liquidity, but futures traders remain cautious.Only 24.4% of the market currently expects another rate cut at the January 2026 FOMC meeting, according to CME FedWatch data.This uncertainty follows months of missing economic data due to the U.S. government shutdown — a gap Powell acknowledged during the press conference.Meanwhile, BTC traded around $90,375 following the announcement, holding within its recent range but lacking directional conviction.Inside the Fed’s Assessment: Growth Resilient, Housing Weak, Inflation StubbornPowell said consumer spending and business investment remain “solid,” while labor markets continue to show low layoffs and stable hiring.However, he emphasized that inflation remains elevated, and the housing sector shows persistent weakness, limiting the Fed’s room for aggressive easing.The lack of recent public economic reports has forced the Fed to rely heavily on market-based indicators — a point Powell admitted may complicate policymaking.Politics Loom Over Monetary Policy: Trump Signals Incoming Fed Leadership ShiftWith Powell’s term set to expire in May 2026, President Donald Trump has been openly weighing a replacement.Kevin Hassett, director of the National Economic Council and a former adviser to Coinbase’s Academic and Regulatory Advisory Council, is widely viewed as the frontrunner.Trump has already signaled that the next chair will be expected to accelerate rate cuts, adding political pressure to an already delicate macro environment.Bitcoin Rally Delayed, Not CanceledThe Fed’s December decision reinforces a familiar short-term setup:Rates are lower, but not enough to trigger a risk-asset surge.Forward guidance is mixed, limiting near-term conviction.Liquidity injections have begun, but QE remains off the table until conditions worsen.BTC derivatives show skepticism, with limited expectations of a breakout before 2026.In other words, Bitcoin may remain range-bound until clearer signals emerge from the Fed — or until the next phase of easing begins.

The US federal prosecutors have charged Canadian national Nathan Gauvin for orchestrating $42 million fraud scheme, claiming for crypto investments. source: https://cryptonews.com/news/canadian-man-charged-for-orchestrating-42m-crypto-fraud-scheme-luring-users-on-discord/

Bitcoin may benefit from the Federal Reserve’s latest rate cut and liquidity injections, but BTC options pricing shows traders see limited probability of a rally above $100,000 in the near term, even as macro conditions shift in favor of risk assets.Fed Cuts Rates to 3.75%, Opens Liquidity Valve With Bond PurchasesThe Federal Reserve delivered a widely expected 25 bps rate cut, lowering the upper bound to 3.75%, but the committee revealed an unusually split vote, with two members preferring no cut.Chair Jerome Powell maintained a cautious tone, citing labor-market softening and persistent inflation risks.More consequential for markets was the Fed’s announcement of a $40 billion short-term Treasury purchase program, reversing years of balance-sheet reduction. After peaking near $9 trillion in 2022, the balance sheet now sits around $6.6 trillion.The Fed’s re-entry into bond markets is designed to bolster liquidity, allowing banks more capacity to lend and stimulating investment during an economic slowdown.Bitcoin Options Market: 70% Probability BTC Stays Below $100K by JanuaryDespite improved liquidity conditions, Bitcoin derivatives traders remain cautious.The $100,000 January 30 call option trades at a premium of $3,440, implying roughly a 70% chance BTC stays under $100K through the end of January, based on Black–Scholes modeling.Just one month ago, the same call traded near $12,700, reflecting a sharp drop in bullish conviction.This expiration lies just two days after the next FOMC meeting on Jan. 28, adding macro uncertainty. According to CME FedWatch, markets assign 24% odds of another rate cut at that meeting, though visibility is limited due to the recent U.S. government data-release disruptions.Why the Fed Boosts Stocks More Than BitcoinEquities respond more directly to lower rates as cheaper financing supports earnings growth.Bitcoin, however, has lagged gold and has struggled to attract strong inflows from investors repositioning out of short-term bonds.S&P 500 is up 13% over the past six months.5-year U.S. Treasury yields dropped from 4.1% to 3.72%.Despite favorable macro shifts, whales and market makers remain unconvinced that Bitcoin can sustain a breakout, especially as store-of-value demand favors gold amid rising U.S. debt concerns.What Could Change the Outlook?Analysts note that a spike in equity risk premiums, especially in frothy segments like AI-related stocks, could redirect capital into alternative assets — including Bitcoin.But for now, BTC remains capped below $100K with derivatives positioning signaling skepticism toward a durable rally.

ASIC introduces class order exemptions, impacting stablecoin distribution in Australia, promoting innovation. source: https://coincu.com/news/asic-stablecoin-exemptions-2025/

공식 발표에 따르면, 비트마트는 12월 11일 21:00(동부 표준시)에 알마낙(ALMANAK)을 출시하고 알마낙/USDT 쌍을 오픈합니다. 알마낙은 검증 가능한 자율적 다중지능체 지능을 통해 양적 금융의 미래를 재구성하는 획기적인 AI 기반 비관리형 생태계입니다. AI와 탈중앙화 금융의 융합을 위해 설계된 이 플랫폼은 사용자, 개발자, 기관이 체인 및 중앙화된 시장에서 복잡한 거래 및 자산 관리 전략을 쉽게 설계, 최적화, 배포할 수 있도록 지원합니다.알마낙은 핵심 혁신인 알마낙 AI 커뮤니티, 전략 인프라, ERC를 통해 양적 금융의 미래를 위해 설계되었습니다. 7540 토큰화된 AI 볼트 - 사용자에게 지능형 에이전트가 협업하여 결정론적 금융 전략을 몇 분 안에 연구, 프로그래밍, 테스트 및 실행할 수 있는 기관급 환경을 제공합니다. 알마낙은 전략을 구성 가능한 토큰화된 상품으로 전환함으로써 수익, 유동성, 자본 조정을 용이하게 하는 통합 레이어를 열어 더 광범위한 디파이 경제를 견인합니다.

According to Odaily, trader Banmuxia has analyzed recent Bitcoin movements, noting a surge that occurred early in the morning, though it was not substantial. The increase from $80,500 appears to be forming a leading wedge pattern. Within the context of a major fourth wave adjustment, this leading wedge is likely the 'a' wave, suggesting that the current adjustment should not exceed the range of $93,100 to $83,800. The adjustment is nearing the 0.382 level, indicating a possible conclusion. Additionally, the $89,000 to $90,000 range serves as a strong support level. The market anticipates a potential rise to $103,500 to $112,500 over the next month, though the process may be quite volatile.

Vitalik Buterin addressed fears following a Prysm client bug that briefly slowed Ethereum’s ability to finalize blocks. source: https://coindoo.com/vitalik-buterin-says-ethereum-remains-secure-despite-recent-network-glitch/

Binance announced today that Binance Alpha will be the first platform globally to feature BeatSwap (BTX), with trading scheduled to open on December 11. The listing marks another strategic expansion for Alpha’s early-access ecosystem, offering users the opportunity to engage with emerging, high-potential digital assets before they reach broader markets. Airdrop Claims Available Through Alpha PointsOnce BTX trading goes live, eligible Binance Alpha users will be able to claim their BTX airdrop directly through the Alpha Events page using their accumulated Alpha Points. Full details — including eligibility, claim mechanics, and distribution timelines — will be released shortly source: https://www.binance.com/en/square/post/33558320524633?utm_source=BinanceNewsRSS

연준은 밤새 필요에 따라 미국 단기 국채 매입을 시작하겠다고 발표했고, 뉴욕 연준은 향후 30일 동안 400억 달러 규모의 단기 국채 매입 계획과 발표 시기를 맞췄으며, 양적완화가 아님에도 시장은 개의치 않았고 미국 채권, 미국 주식, 금, 원유는 모두 상승했습니다.

켄은 암호화폐가 혁명이 아니라 카지노에 불과하다는 사실을 깨닫습니다. 하지만 진짜 답은 실용적인 낙관주의가 올바른 태도라는 것입니다.

점진적인 인쇄가 시작됩니다.

연준이 25bp 금리 인하로 한 해를 마무리했지만 내부 분열은 왜 여전히 커지고 있을까요? 도트 플롯과 파월 의장의 기자회견 메시지가 시장의 예상보다 비둘기파적인 이유는 무엇이며 어떻게 해석해야 할까요? 앞으로 시장은 어디로 갈까요?

결론: 25bp 금리 인하 자체는 예상과 일치했지만, 점도표와 기자회견 메시지는 시장의 예상보다 비둘기파적이었다.

파월, 연방 준비 은행, 금리 인하, 관세, 인플레이션, 파월은 잘 설계된 "덤핑"과 안녕 황금 금융, 내년 금리 인하는 단 한 번만?

연준, 금리 인하, 파월, 통화 정책, 2025년 12월 연준 금리 회의 녹취록: RMP 골드 파이낸스, 연준 RMP가 여기 있습니다.

UAE의 거시적 사고방식은 매우 분명하며, 과거의 석유 경제에서 미래 지향적인 핀테크 허브 센터로의 전환을 가속화하고 있습니다. 암호화폐 부문은 이러한 변화의 핵심 부문 중 하나이며 현재 더 유리한 위치에 있습니다.

골든 파이낸스는 암호화폐 및 블록체인 업계 뉴스레터인 골든 모닝 8호, 2905호를 발행하여 가장 빠르고 최신의 디지털 화폐 및 블록체인 업계 뉴스를 제공합니다.

SEC, 트럼프, 트럼프, '연준 의장 최종 면접'개최 해셋 아직 '못 박지 않아' 골드 파이낸스, 베산트 여전히 따라갈 것으로 예상?