• We’re in a recovery phase after the December 1 crash. This drop is believed to be caused by the overlap of the monthly close, MSTR’s situation, the FED decision, and the start of a new month.

• MicroStrategy holds $60B worth of BTC, while the company itself is valued at $55B. MSTR is waiting for the January 15 decision to remain in the index. Michael Saylor’s statement “Even if Bitcoin collapses, we have enough assets to compensate” is raising doubts among some investors.

• The U.S. national debt, now around $38 trillion, continues to grow by another $1 trillion every 75 days. There is speculation that Trump’s close stance toward crypto may be linked to attempts to offset the debt burden.

• Jupiter reduced the minimum $JUP staking period to 7 days. The platform is preparing its new launchpad for the HumidiFi $WET token sale on December 3. A potential airdrop in January is also being discussed. The Jupiter Foundation burned a total of 165 million $JUP tokens.

• Major token unlocks happening this month include: $PENGU ($288M, Dec 17), $AVAX ($82M, Dec 11), $ARB ($18M, Dec 16). It’s worth keeping an eye on these.

• Grayscale expects a new BTC ATH in 2026, while BlackRock continues selling. Nearly $2.5B flowed out of BlackRock’s BTC ETFs this month.

• Vanguard, the world’s second-largest asset manager, will open access to crypto ETFs and funds for its clients starting tomorrow. Bullish news but who cares. Sometimes it's better to stay niche and attract less people.

I really want to give you bullish news here. I love crypto. I spend my whole life here. I know the game and the players but now it's not enough. It's better to stay healty and fit in those times in order to not lose your mind. Thank you for reading. See you next time.