The Daily Sift

Crypto opens December in a storm. Bitcoin slides, liquidity thins, Asia tightens rules. Markets move like winter is arriving early.

~Macro Forces •Bitcoin remains elevated above ~US$86 k, signaling backdrop of risk-on but with caution creeping in. •Behind the scenes: the mining map is shifting. China — officially banned — is quietly reasserting itself, now accounting for ~14 % of global hashrate. •On the flipside, institutional flows are tapering — reports show major asset managers offloaded ~$5 billion of crypto exposure last quarter. Implication: The macro stage is dual-layered. One part sees crypto re-emerging as tail ...

The crypto frontier is boiling again—Bitcoin whiplash, alt-ETFs exploding, tokenization surging, and AI agents reshaping the rails.

Bitcoin steadies near $100K. Ethereum readies Fusaka. DeFi reborn. AI meets crypto. The next liquidity wave is forming.

Bitcoin at $115K. Ethereum upgrades. AI fuses with crypto. Regulation tightens. DeFi awakens. The next wave is already here.

Bitcoin at $110K, Ethereum’s Fusaka upgrade, Solana dominance, AI chains rise—crypto’s bull run feels mythic again.

Bitcoin volatility. Ethereum evolves. Stablecoins regulated. AI meets DeFi. The new crypto order is forming—fast.

Bitcoin just smashed through $125K — a new all-time high as ETFs, rate cuts, and institutional money flood in. Welcome to “Uptober.”

Ethereum upgraded, banks launch stablecoins, ETFs flood in, Ripple settles with SEC. The new era of crypto is here.

• BTC macro setup: Golden-cross signal + whale buying has bulls eyeing $150K–$200K if Fed cuts rates this week. Options price in a 37% shot at $125K by year-end • ETH upgrade runway: Fusaka hard fork (Nov) brings 11 EIPs: PeerDAS, spam-resistance, higher throughput . GateChain integration boosts L2 scaling • Stablecoin reset: U.S. GENIUS Act enforces 1:1 reserves . Tether launching U.S.-issued USAT . BoE’s proposed £10K–£20K caps blasted as “unworkable” . Hong Kong tightens KYC . Japan unveil...