24Capital

Your frustration is valid — but timing matters

Gold ATH.
Silver ATH.
Stocks ATH.

Meanwhile:
Bitcoin correcting
Altseason nowhere to be found
But here’s the key: retail never fully showed up this cycle.

👉 Retail never hit “too many” levels
In 2017 and 2021, cycle tops formed when retail participation exploded — emotional, late-stage money.
In 2024, even during strong rallies, retail activity barely pushed into high zones and faded quickly.
That’s not how tops are formed.

👉 December 2024 wasn’t retail-driven
Price moved, but retail didn’t chase.
That points to institutional flows, ETFs, and long-term positioning, not emotional speculation.

👉 Why this matters
Cycles usually end when retail is loud, confident, and overexposed.
We’re not there yet.
Retail is still skeptical.

And historically, the biggest moves happen after retail arrives — not before.
$BTC $ETH $XRP

From Metal Season to Altseason?

Crypto underperformed in 2025, but capital didn’t vanish — it parked.
And rotation usually comes next.

🔹 2025 wasn’t a crypto year
Gold rose ~70%, silver over 130%.
Bitcoin broke $120K briefly but failed to hold, while most of crypto chopped or corrected.
Money wasn’t chasing risk — it was seeking safety.

🔹 Why metals won
High rates, geopolitical stress, and inflation pushed capital into gold and silver.
Crypto, still a high-beta asset, struggled without liquidity expansion.

🔹 Weakness is the setup
No euphoric top. No retail blow-off.
Crypto didn’t peak — it paused.

🔹 Why 2026 matters
If 2025 was about capital protection, 2026 may be about capital deployment.
Rate cuts and improving liquidity tend to favor crypto — especially altcoins.

Metals had their year.
If liquidity turns, crypto won’t wait for consensus.
$BTC $XAU

Wall Street may be on holiday — but crypto flows are still telling a story.

Ahead of Christmas, U.S. Bitcoin and Ether ETFs recorded net outflows, signaling increased caution among institutional investors as year-end liquidity thins. The pullback was led by BlackRock’s IBIT on the Bitcoin side and Grayscale’s ETHE for Ethereum.

Market data suggests these outflows are largely driven by short-term risk reduction before the holiday break, rather than a bearish long-term view on BTC or ETH. With trading volumes typically lower at year-end, fund flow movements tend to appear more pronounced.

Notably, despite ETF outflows, Bitcoin and Ether prices remained relatively stable, indicating limited sell pressure and a market in pause mode rather than panic. This supports the view that the move is seasonal positioning, not a trend reversal.

In summary, the pre-Christmas ETF outflows reflect temporary institutional de-risking, not a structural shift in crypto sentiment. A clearer directional signal will likely emerge once liquidity returns and new catalysts appear in 2026.
$BTC $ETH

Is Bitcoin entering a dangerous void — or a rare opportunity zone?

Bitcoin’s $70,000–$80,000 range is drawing attention not for volatility, but for what it lacks: strong historical price support. Analysis shows this zone was never properly consolidated in previous cycles, leaving the price structure fragile if downside pressure increases.

Historically, Bitcoin tends to form clear accumulation ranges before establishing new price floors. This time, BTC surged past $70,000 rapidly, creating a support “gap” where long-term demand has yet to be fully tested.

This opens the door to two contrasting scenarios:
Bearish case: Without established support, increased selling pressure could cause Bitcoin to move quickly through the $70k–$80k range, leading to sharper and faster drawdowns.

Bullish case: If BTC manages to hold and trade within this zone for a sustained period, it can organically build a new support base — strengthening the broader uptrend and reducing downside risk.

In essence, the $70,000–$80,000 range represents a stress test for Bitcoin’s current cycle. More than price alone, the key variable is how long BTC can maintain this level, determining whether this zone becomes a launchpad or a structural weakness.
$BTC

93.376 - 24Capital

100M UNI burned, fee switch activated — so why did the price drop instead of pump?

Uniswap’s governance proposal UNIndication has passed with an overwhelming 98.82% approval. The decision triggers an immediate burn of 100 million UNI (around 10% of total supply) and officially turns on the fee switch, allowing UNI holders to receive a share of protocol revenue. This move is widely seen as a long-overdue breakthrough in fixing UNI’s value capture problem.

Yet the market reacted the opposite way.
Instead of rallying, UNI’s price pulled back after the announcement. The main reason is a classic “sell the news” reaction, as short-term capital rushed to take profits once the long-anticipated catalyst materialized. UNI is already down roughly 64% from its February high, reflecting cautious sentiment across the market.

Community sentiment is mixed.
Long-term supporters argue that protocol revenue sharing and a massive token burn significantly strengthen UNI’s deflationary and value accrual narrative. On the other hand, concerns have emerged around reduced returns for liquidity providers, which could pressure liquidity in the short term. Additional criticism around team compensation versus delivered value has also resurfaced.

Bottom line:
Structurally, the fee switch is a major positive for UNI’s long-term fundamentals. But in the short term, fears of liquidity outflows, macro headwinds, and profit-taking have outweighed the bullish narrative — leading to a price pullback despite objectively good news.
$UNI

Even whales take losses.

Wallet FRvvqp just deposited 3M $TRUMP (~$14.88M) to Binance.

Bought two months ago at $7.56, the position now shows an estimated $7.8M loss (-35%), signaling continued sell pressure from large holders.
$TRUMP

Hyperliquid burned 110M HYPE (~11% of supply) — its first major deflationary move.

The burn boosted scarcity narratives as whales reopened longs and OI topped $5.3B.

Still, unlock schedules and governance risks remain key watch points.
$HYPE

If you’re shorting ZPK, be cautious — funding is at -2%, which is very high. In about 30 minutes, you’ll have to pay the funding fee.
If you’re long, congrats — you’re about to receive this funding from the short side.
$ZKP

$ZKP pump when listed on Bith.. and Up..

It's been 5 days since we've had any announcements about a new alpha airdrop.
$ZKP $RAVE $NIGHT

$YB pump (list on U..)

$TWT dropped 4% before rebounding to the $0.8 level following news of the Trust Wallet hack, with reported losses now reaching $7M.

Are Trust Wallet users really safe after the browser extension security breach?
CZ (Changpeng Zhao) stated that around $7 million was impacted in the Trust Wallet extension incident and confirmed that all losses will be fully covered.

He reassured users that funds remain SAFU, while investigations are ongoing to determine how the compromised version was released. According to CZ, the team is actively addressing the issue to prevent similar incidents going forward.
$TWT

Trust Wallet has been hacked, and the reported losses continue to rise, now reaching $7M.

A major security breach has once again exposed the risks of browser-based Web3 wallets.
Trust Wallet’s Chrome extension version 2.68 was compromised through a supply-chain attack, where malicious code disguised as an analytics tool was used to steal users’ seed phrases and funds.

The incident has been officially confirmed, with losses exceeding $6 million, mainly impacting users who entered their recovery phrases. Trust Wallet has since released an emergency update v2.69 and urged users to upgrade immediately.

Market sentiment quickly turned tense as discussions surged across social platforms. Security firms SlowMist and PeckShield warned that vulnerabilities may still exist, noting that part of the stolen funds has already flowed into centralized exchanges. CZ later reassured users, stating that Trust Wallet will compensate losses and that user funds remain protected.

Risks & safety advice:
This attack highlights serious weaknesses in wallet extension update mechanisms. Users are strongly advised to update immediately, rotate their seed phrases, and move assets to new wallets if they were exposed.
$TWT

Why are gold and silver surging as global risks intensify?

Gold and silver prices have hit fresh record highs, driven by rising geopolitical tensions and a weaker U.S. dollar. Investors are increasingly turning to safe-haven assets to hedge against economic uncertainty and global instability.

At the same time, expectations of potential Fed rate cuts are boosting precious metals, as lower real yields tend to support their prices. This move highlights a clear shift in capital toward defensive assets.
$XAU

Funds gone after a wallet update? ⚠️

On-chain investigator ZachXBT reports that multiple Trust Wallet users have experienced fund drains following a recent Chrome extension update.
Trust Wallet has confirmed a security incident affecting version 2.68 and is urging users to upgrade immediately to version 2.69 while the issue is being addressed.

👉 Users are advised to update as soon as possible and stay alert for official announcements.
$TWT

Will the Fed stay on hold this January? 👀

According to Polymarket, users are pricing in an 88% probability that the Fed will make no rate cuts at the January 28 FOMC meeting.
👉 Markets appear to be positioning for a continued pause in monetary policy.
$BTC $ETH $SOL

There’s a high likelihood that Lighter will have its TGE on December 29.
$LIT $HYPE

Are 2025 altcoins massively underperforming? ⚠️

According to a study by Memento Research, only 15% of altcoins launched in 2025 are currently trading above their initial offering price.

👉 This highlights severe underperformance across most new altcoins, as capital becomes increasingly selective in this market cycle.
$FOLKS $RAVE $NIGHT