2025-12-31 15:23:22

2025 has come to an end, with Bitcoin closing the spectacular year at $87,550. It's a bit of a regret—although it peaked at $126,000 in October, tightening liquidity at the end of the year still held it back, resulting in an approximately 6% decline for the year. In contrast, gold performed strongly, with a total increase of over 60%, directly outpacing mainstream cryptocurrencies.

The turning point occurred at the end of the year. While major holders sold off due to tax considerations, institutional investors like BlackRock took the opportunity to buy up assets, with the US spot BTC ETF recording a net inflow of $355 million yesterday. This move successfully defended the critical support level of $87,000, setting the stage for the new year's market.

Meanwhile, the global regulatory crackdown has also taken shape. Tomorrow (January 1), the European Union and over 50 jurisdictions worldwide will simultaneously launch the (CARF) crypto asset reporting framework. This means trading platforms will be required to start recording user data and automatically report it by 2027. The crypto industry officially enters a new era of "strict regulation," with tax transparency no longer optional but mandatory.

Market reactions to all this can be viewed from several angles. MicroStrategy's stock price dropped to a new low of $155, even as management continued to add to their holdings. The market is beginning to scrutinize the risks of leverage strategies like "borrowing to buy coins" during a bear market. Conversely, Meme coins on the Solana chain gained popularity, as year-end funds showed a strong preference for highly elastic assets. Community-driven Meme tokens like WIF surged in activity on New Year's Eve. Capital is shifting from underperforming VC tokens to hot sectors with strong community support.

Finally, there's a major event worth noting—the final sprint of FTX creditors' compensation. Court documents show that the first batch of 118% cash repayments is ready, with over $10 billion expected to be released into the market in January. This influx of funds is likely to become the strongest buying support in Q1 and could reshape market expectations at the start of the new year.

BTC1,33%

SOL2,21%

MEME0,46%

WIF2,36%

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GasFeeSurvivor

· 01-03 09:50

Gold crushes BTC, the contrast is just too stark... No wonder big players are fleeing BlackRock is buying up and holding the market; with institutions stepping in, it finally didn't drop below 87,000 CARF is here; from now on, trading must be reported for taxes honestly, no more hiding MicroStrategy's leverage strategy is indeed a bit risky Meme coins are rising again? Funds really are as fickle as the wind If that hundred billion liquidity from FTX really comes in, can the market rebound before the Spring Festival?

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FUD_Whisperer

· 01-03 06:42

Gold outperforms BTC, this is really awkward... --- BlackRock is sweeping in to defend the market, institutions really know how to pick the right time --- Stronger regulation is coming, will there be no privacy on the chain anymore? --- MSTR drops to 155, borrowing to buy coins is indeed a bit risky --- Meme coins are the real stars, VC coins are completely cooling off --- FTX's hundred-billion liquidity is flowing back, now there's hope for the New Year --- Tax transparency becomes an obligation, everyone get ready --- Falling from 126,000 to 87,500, it's all tears when you talk too much --- Institutional buying vs retail cutting losses, the level gap is painfully obvious --- Solana chain Meme is booming, funds always flock to exciting places --- Once the regulatory framework is launched, how many people will need to liquidate their positions

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ZeroRushCaptain

· 01-03 01:33

Gold prices surged 60%, crushing us—this is a reverse indicator... I definitely have to go all in on meme coins and ride the wave of capital. Is BlackRock buying up assets? Then I need to do the opposite; I definitely won't be wiped out this time... right? Still playing around despite heavy regulation? I really have no more withdrawal cards left, might as well just lie flat, buy the dip, and wait for FTX's hundred-billion liquidity rescue. MicroStrategy has fallen to 155 but is still adding positions—this guy can lose even more than me... learn from him, don’t borrow money to buy coins. A 6% cut? So what? I went to zero last year. Now I’m just waiting for the January influx of funds, determined to recover every penny lost.

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GasFeeNightmare

· 2025-12-31 15:53

Gold's 60% surge directly wiped us out, this is really painful... What is BlackRock bottom-fishing for? Can it really support the market? CARF is here, no escaping it anyway, pay the taxes if you have to... Meme coins are booming, VC coins are dead, simply put, money is rushing into hot spots... FTX's liquidity of hundreds of billions loosens, January's market is uncertain, let's see how BlackRock responds...

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DEXRobinHood

· 2025-12-31 15:51

Gold crushes Bitcoin, this contrast is really a bit heartbreaking BlackRock's bottom-fishing move is absolutely clever, retail investors are cutting losses and they’re scooping up the bargains CARF is here, there will be no secrets on the chain anymore, everyone just relax Is MSTR still adding to its position? Borrowing money to buy coins—this sword cuts both ways The frenzy of meme coins reveals the true intentions of the funds FTX's liquidity of hundreds of billions has returned, this is the real bottom signal 87,000 has held this level, is there a show at the beginning of the year?

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JustHereForMemes

· 2025-12-31 15:49

Gold crushing BTC is really impressive; we're still waiting for a rebound --- BlackRock's quick bottom-fishing move is too fast; retail investors haven't reacted yet --- CARF is here, tax guys need to be careful --- It's more fitting when meme coins become popular; VC coins should have cooled down long ago --- FTX's hundred-billion liquidity is coming, it feels like another round of turbulence --- Falling from 126,000 to 87,000, and still have the nerve to say support is holding? --- MicroStrategy is still adding positions; how much confidence does that show? --- Are there still opportunities for tokens like WIF? Feels like it's the endgame --- Tax sell-offs gave institutions a chance to scoop up assets; they really know how to play the game --- Regulatory frameworks are coming, and it actually gives some confidence? It feels a bit more comfortable

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AirdropHunter

· 2025-12-31 15:46

BlackRock is buying the dip again, this time retail investors are the ones taking the loss.

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MetaverseHomeless

· 2025-12-31 15:46

Gold outperforms Bitcoin, now that's awkward --- BlackRock really knows how to pick the timing, cutting the leeks and then entering the market --- CARF is here, everyone who should have run has run --- Is MSTR borrowing money to buy coins now panicking? I'm a bit worried for the management --- Meme coins are the mainstream, VC coins are completely out of the picture --- Is FTX's hundred-billion liquidity coming? Now it depends on who can hold on till the end --- 87550 holding steady indicates someone is supporting the market, who could it be? --- It's regulation again, and liquidity issues. Can next year finally be calmer? --- BlackRock is buying at the bottom, retail investors are still cutting losses in the middle of the mountain, so sad --- Solana Meme coins surge during the New Year, funds just love to bet on this momentum

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