2025-12-07 04:30:51

#美联储重启降息步伐 It's weekend roundup time again, and a lot has happened on-chain this week that's worth pondering.

Let's start with where the money went—over the past 7 days, mainstream exchanges saw a net outflow of nearly 9,000 BTC, with the market voting with its feet. Even more intense, if BTC actually drops below $88,000, just the long liquidations could trigger a bloodbath of $600 million.

Institutions are showing a split attitude. BitMine is going against the "smart money" shorting ETH and has directly bought the dip with $199 million in Ethereum; Strategy has hoarded over 200,000 BTC this year alone—pretty hardcore moves. On the other hand, miners are having a tough time, with the all-in mining cost soaring to $138,000, and many mining companies are pivoting to AI computing power to survive.

On-chain whales are also active—one big player recently used leverage to accumulate over 80,000 AAVE at an average price of $173, with a liquidation line at $117.7, showing some serious guts.

Looking ahead to next week, the last Fed interest rate decision of the year is coming up (announcement at 3 a.m. Thursday). The market is pricing in an 84% chance of a 25 basis point cut, but the real focus is on what signals Powell will give—policymakers are quite divided internally on the pace of rate cuts next year.

There's also regulatory news: the SEC chairman said the entire financial system will transition to crypto within a few years; Grayscale just filed an ETF application for SUI; and total holdings in Ethereum ETFs have already surpassed 6.3 million ETH.

By the way, Pump.fun has now spent over $200 million buying back PUMP tokens, and Jupiter's WET public sale resumes on December 8—worth keeping an eye on if you want to participate.

It's the weekend—everyone, keep a rational view on the markets.

$BTC $ETH $SOL

BTC-0,17%

ETH-0,09%

AAVE-0,71%

SUI-1,53%

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HorizonHunter

· 2025-12-10 00:34

A net outflow of 9,000 BTC—this pace is really a bit urgent, feels like something's about to happen. The divergence among institutions is so intense, BitMine dares to bottom fish with $199 million—I've got to respect that level of boldness. We need to hold the key level of $88,000; otherwise, the liquidation numbers will be scary. Powell's remarks this Thursday are crucial; next year's rate cuts hinge on what he says. Ethereum ETFs have reached 6.3 million coins, institutions are quietly positioning themselves.

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SolidityNewbie

· 2025-12-09 19:56

9,000 BTC net outflow—are we in for a bloodbath? $600 million in liquidations waiting for Bitcoin to drop below $88,000? You need nerves of steel for this. BitMine spent $199 million to buy the ETH dip—is this a contrarian move? Miners’ mining cost is $138,000—this gig really isn’t doable anymore. What Powell says on Thursday is the real key—whether rates are cut depends entirely on him. The SEC’s rhetoric is wild too—will they pivot to crypto in a few years? Dream on. $80,000 in AAVE looped lending to add positions—liquidation line is so close, aren’t you worried? Grayscale proposes a SUI ETF—is this just chasing the hype or genuine optimism? Pump.fun has already bought back $200 million? They’ve really mastered this self-rescue model.

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SchrodingerWallet

· 2025-12-09 06:44

9,000 BTC dumped, this trade depends on what Powell says on Thursday, otherwise it’s really easy to get rekt.

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NftBankruptcyClub

· 2025-12-07 04:58

A net outflow of 9,000 Bitcoins—laying the groundwork for a bear market or accumulating at low levels?

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LiquidityLarry

· 2025-12-07 04:53

The miner's cost is stuck at 138,000 USD. Times are really tough; should have transitioned long ago.

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BearMarketBro

· 2025-12-07 04:49

9,000 BTC dumped, this time we have to wait and see what the Fed says on Thursday. BitMine was really bold buying the ETH dip, turned around and made $199 million—if this rebound happens, they'll make a killing. Miners’ mining costs have soared to $138,000, it’s really getting hard to hold on. That AAVE whale is really gutsy, liquidation line is at $117.7, just one more drop to go.

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WhaleStalker

· 2025-12-07 04:48

A net outflow of 9,000 BTC, this pace is pretty intense. Is this a signal to buy the dip? --- If 88,000 breaks, 600 million could be liquidated. Does anyone really dare to bet on this? --- BitMine spent 200 million to buy the ETH dip. Institutions haven't given up yet. --- Miners' mining costs have soared to 138,000. How can they keep playing like this? Really need to pivot. --- That AAVE whale averaged in 80,000 coins at 173. Aren't they worried about getting slapped if it drops straight to 117.7? --- Powell's wording in the early hours of Thursday is the real focus; rate cuts and all that are secondary. --- Grayscale's SUI ETF and Ethereum ETF holdings have broken 6.3 million coins. Institutions are piling up chips. --- Pump.fun has repurchased over 200 million already, and the hype isn't dying down. --- It's weekend review time again, but honestly, doesn't feel like there was any good news this week.

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DancingCandles

· 2025-12-07 04:32

A net outflow of 9,000 BTC—is this an exit or bottom-fishing?

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