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Bitcoin
holds above U.S. ETF cost basis at $83,800
Same level it bounced from in April..
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+3.46%
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$ETH whales are building a strong support zone. They have been buying steadily, moving their average buy price from about 1.56k in June to nearly 3k now. This level is important because whales will try to protect their buy price. As long as they keep buying, ETH falling below this zone will be hard.
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2025 market performance shows a clear divergence across asset classes๐ โ Commodities led returns this year. Silver is up 113%, gold 65%, copper 32%. โ Equities posted moderate gains. Nasdaq +14.6%, S&P 500 +12.5%, Russell 2000 +8.04%. โ Crypto underperformed. Bitcoin โ7.7%, Ethereum โ12%, Solana โ33%. crypto is the weakest-performing asset class in 2025.
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Q4 really lived up to the hype. Just backwards. Eric Trump said, โQ4 will be unbelievable.โ And honestly, he wasnโt wrong. Instead of a rally, we got a -23.4% dump. No fireworks. No moon. Just red candles doing overtime. So yes, Q4 was unbelievable. Unbelievably painful.
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THROWBACK: In July 2025, wallets dormant since 2010 suddenly moved over $8.6 BILLION in Bitcoin. These coins were mined when $BTC was worth less than $0.10.
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๐บ๐ธ JUST IN: US unemployment came in at 4.6%, slightly above expectations of 4.5%.
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