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Crypto Crossroads: Institutions Split as Prices Chop into Year-End
Digital Assets Decoded: Your Daily Crypto Guide podcast.
I’m Crypto Willy, and this week in “Digital Assets Decoded” has been all about macro pressure, sharp drawdowns, and quiet accumulation under the surface.
CoinDesk reports that Coinbase Institutional is calling for a potential **December crypto recovery**, pointing to improving order-book liquidity and rising odds of a Federal Reserve rate cut next year, which typically favors risk assets like Bitcoin and Ethereum. Coinbase’s desk is seeing deeper books, tighter spreads, and more participation from U.S. and Asian trading hours, hinting that the worst of the post‑November shakeout might be behind us.
At the same time, not everyone is buying the long-term thesis. The Bahnsen Group, in a fresh December 5 note titled “Why We Do Not Own Bitcoin (and never will),” walked through Bitcoin’s roller-coaster: from around $122,000 in early October down to the high‑$80,000s now, roughly a 28% drawdown in two months. David Bahnsen frames this as evidence of structural instability, comparing it with earlier crashes in 2013, 2017–18, 2021, and the 2022 collapse to about $15,500, and argues that the asset is too speculative and leverage‑driven for their dividend‑focused philosophy.
Zooming out, Volity’s December 2025 crypto outlook notes that the market has stumbled into the month instead of delivering the classic “Santa rally.” They highlight key risks: lingering overhang from derivatives leverage, profit‑taking after Bitcoin’s post‑FTX recovery, and macro uncertainty as traders handicap the timing and depth of Fed cuts. According to Volity, this has hit altcoins harder than majors, with many mid‑caps giving back a big chunk of 2024’s gains while on‑chain activity on networks like Solana and Base stays relatively strong, suggesting users are still there even as prices retrace.
On the trading floor side, YouTube analysts like Brian Shannon are pointing to a choppy but “slow grind higher” in broader risk markets while noting that many crypto charts are stuck below declining 200‑day moving averages. That combo—equities bid, crypto lagging—often signals rotation: institutions trimming high‑beta tokens, rotating into Bitcoin, stables, or even back into tech stocks like Nvidia and Meta while they wait for clearer signals.
Put all that together and you’ve got a classic inflection-point setup: Coinbase Institutional seeing better liquidity and macro tailwinds, traditional managers like The Bahnsen Group still saying “hard pass” on Bitcoin, and derivatives plus macro jitters keeping volatility elevated into year‑end. For builders and long‑term holders, this is usually where real conviction gets tested.
Thanks for tuning in to Digital Assets Decoded with Crypto Willy. Come back next week for more crypto, blockchain, and decentralized finance updates. This has been a Quiet Please production, and if you want more from me, check out QuietPlease dot A I.
Get the best deals https://amzn.to/3ODvOta
This content was created in partnership and with the help of Artificial Intelligence AI
I’m Crypto Willy, and this week in “Digital Assets Decoded” has been all about macro pressure, sharp drawdowns, and quiet accumulation under the surface.
CoinDesk reports that Coinbase Institutional is calling for a potential **December crypto recovery**, pointing to improving order-book liquidity and rising odds of a Federal Reserve rate cut next year, which typically favors risk assets like Bitcoin and Ethereum. Coinbase’s desk is seeing deeper books, tighter spreads, and more participation from U.S. and Asian trading hours, hinting that the worst of the post‑November shakeout might be behind us.
At the same time, not everyone is buying the long-term thesis. The Bahnsen Group, in a fresh December 5 note titled “Why We Do Not Own Bitcoin (and never will),” walked through Bitcoin’s roller-coaster: from around $122,000 in early October down to the high‑$80,000s now, roughly a 28% drawdown in two months. David Bahnsen frames this as evidence of structural instability, comparing it with earlier crashes in 2013, 2017–18, 2021, and the 2022 collapse to about $15,500, and argues that the asset is too speculative and leverage‑driven for their dividend‑focused philosophy.
Zooming out, Volity’s December 2025 crypto outlook notes that the market has stumbled into the month instead of delivering the classic “Santa rally.” They highlight key risks: lingering overhang from derivatives leverage, profit‑taking after Bitcoin’s post‑FTX recovery, and macro uncertainty as traders handicap the timing and depth of Fed cuts. According to Volity, this has hit altcoins harder than majors, with many mid‑caps giving back a big chunk of 2024’s gains while on‑chain activity on networks like Solana and Base stays relatively strong, suggesting users are still there even as prices retrace.
On the trading floor side, YouTube analysts like Brian Shannon are pointing to a choppy but “slow grind higher” in broader risk markets while noting that many crypto charts are stuck below declining 200‑day moving averages. That combo—equities bid, crypto lagging—often signals rotation: institutions trimming high‑beta tokens, rotating into Bitcoin, stables, or even back into tech stocks like Nvidia and Meta while they wait for clearer signals.
Put all that together and you’ve got a classic inflection-point setup: Coinbase Institutional seeing better liquidity and macro tailwinds, traditional managers like The Bahnsen Group still saying “hard pass” on Bitcoin, and derivatives plus macro jitters keeping volatility elevated into year‑end. For builders and long‑term holders, this is usually where real conviction gets tested.
Thanks for tuning in to Digital Assets Decoded with Crypto Willy. Come back next week for more crypto, blockchain, and decentralized finance updates. This has been a Quiet Please production, and if you want more from me, check out QuietPlease dot A I.
Get the best deals https://amzn.to/3ODvOta
This content was created in partnership and with the help of Artificial Intelligence AI
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By Inception Point AiDigital Assets Decoded: Your Daily Crypto Guide podcast.
I’m Crypto Willy, and this week in “Digital Assets Decoded” has been all about macro pressure, sharp drawdowns, and quiet accumulation under the surface.
CoinDesk reports that Coinbase Institutional is calling for a potential **December crypto recovery**, pointing to improving order-book liquidity and rising odds of a Federal Reserve rate cut next year, which typically favors risk assets like Bitcoin and Ethereum. Coinbase’s desk is seeing deeper books, tighter spreads, and more participation from U.S. and Asian trading hours, hinting that the worst of the post‑November shakeout might be behind us.
At the same time, not everyone is buying the long-term thesis. The Bahnsen Group, in a fresh December 5 note titled “Why We Do Not Own Bitcoin (and never will),” walked through Bitcoin’s roller-coaster: from around $122,000 in early October down to the high‑$80,000s now, roughly a 28% drawdown in two months. David Bahnsen frames this as evidence of structural instability, comparing it with earlier crashes in 2013, 2017–18, 2021, and the 2022 collapse to about $15,500, and argues that the asset is too speculative and leverage‑driven for their dividend‑focused philosophy.
Zooming out, Volity’s December 2025 crypto outlook notes that the market has stumbled into the month instead of delivering the classic “Santa rally.” They highlight key risks: lingering overhang from derivatives leverage, profit‑taking after Bitcoin’s post‑FTX recovery, and macro uncertainty as traders handicap the timing and depth of Fed cuts. According to Volity, this has hit altcoins harder than majors, with many mid‑caps giving back a big chunk of 2024’s gains while on‑chain activity on networks like Solana and Base stays relatively strong, suggesting users are still there even as prices retrace.
On the trading floor side, YouTube analysts like Brian Shannon are pointing to a choppy but “slow grind higher” in broader risk markets while noting that many crypto charts are stuck below declining 200‑day moving averages. That combo—equities bid, crypto lagging—often signals rotation: institutions trimming high‑beta tokens, rotating into Bitcoin, stables, or even back into tech stocks like Nvidia and Meta while they wait for clearer signals.
Put all that together and you’ve got a classic inflection-point setup: Coinbase Institutional seeing better liquidity and macro tailwinds, traditional managers like The Bahnsen Group still saying “hard pass” on Bitcoin, and derivatives plus macro jitters keeping volatility elevated into year‑end. For builders and long‑term holders, this is usually where real conviction gets tested.
Thanks for tuning in to Digital Assets Decoded with Crypto Willy. Come back next week for more crypto, blockchain, and decentralized finance updates. This has been a Quiet Please production, and if you want more from me, check out QuietPlease dot A I.
Get the best deals https://amzn.to/3ODvOta
This content was created in partnership and with the help of Artificial Intelligence AI
I’m Crypto Willy, and this week in “Digital Assets Decoded” has been all about macro pressure, sharp drawdowns, and quiet accumulation under the surface.
CoinDesk reports that Coinbase Institutional is calling for a potential **December crypto recovery**, pointing to improving order-book liquidity and rising odds of a Federal Reserve rate cut next year, which typically favors risk assets like Bitcoin and Ethereum. Coinbase’s desk is seeing deeper books, tighter spreads, and more participation from U.S. and Asian trading hours, hinting that the worst of the post‑November shakeout might be behind us.
At the same time, not everyone is buying the long-term thesis. The Bahnsen Group, in a fresh December 5 note titled “Why We Do Not Own Bitcoin (and never will),” walked through Bitcoin’s roller-coaster: from around $122,000 in early October down to the high‑$80,000s now, roughly a 28% drawdown in two months. David Bahnsen frames this as evidence of structural instability, comparing it with earlier crashes in 2013, 2017–18, 2021, and the 2022 collapse to about $15,500, and argues that the asset is too speculative and leverage‑driven for their dividend‑focused philosophy.
Zooming out, Volity’s December 2025 crypto outlook notes that the market has stumbled into the month instead of delivering the classic “Santa rally.” They highlight key risks: lingering overhang from derivatives leverage, profit‑taking after Bitcoin’s post‑FTX recovery, and macro uncertainty as traders handicap the timing and depth of Fed cuts. According to Volity, this has hit altcoins harder than majors, with many mid‑caps giving back a big chunk of 2024’s gains while on‑chain activity on networks like Solana and Base stays relatively strong, suggesting users are still there even as prices retrace.
On the trading floor side, YouTube analysts like Brian Shannon are pointing to a choppy but “slow grind higher” in broader risk markets while noting that many crypto charts are stuck below declining 200‑day moving averages. That combo—equities bid, crypto lagging—often signals rotation: institutions trimming high‑beta tokens, rotating into Bitcoin, stables, or even back into tech stocks like Nvidia and Meta while they wait for clearer signals.
Put all that together and you’ve got a classic inflection-point setup: Coinbase Institutional seeing better liquidity and macro tailwinds, traditional managers like The Bahnsen Group still saying “hard pass” on Bitcoin, and derivatives plus macro jitters keeping volatility elevated into year‑end. For builders and long‑term holders, this is usually where real conviction gets tested.
Thanks for tuning in to Digital Assets Decoded with Crypto Willy. Come back next week for more crypto, blockchain, and decentralized finance updates. This has been a Quiet Please production, and if you want more from me, check out QuietPlease dot A I.
Get the best deals https://amzn.to/3ODvOta
This content was created in partnership and with the help of Artificial Intelligence AI