Gold Buys Hit New Highs — Is Bitcoin About To Join The Party?

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Reports have disclosed that central banks around the globe have stepped up purchases of gold this year, with one month standing out. In October 2025, officials bought 53 tons of gold , a level that analysts say is the highest monthly demand seen this year. These moves reflect growing concern about inflation, weaker currencies and rising geopolitical risk. Central Bank Buying Surges According to data cited by financial outlets, 2025 is on track to be the fourth-highest year this century for institutional gold accumulation when measured net year-to-date through October. Analysts at Deutsche Bank put gold’s share of central-bank reserves at about 24%, a level not seen since the 1990s. Those figures help explain why governments that once moved away from bullion are returning to it now. Bitcoin Enters The Conversation Some banks and market researchers are now asking whether Bitcoin could play a similar role for national treasuries. Based on reports from major financial firms, Deutsche Bank projects that Bitcoin could appear on central-bank balance sheets by 2030 as a complementary reserve asset. Central banks are ramping up gold purchases: Global central banks purchased +53 tonnes of gold in October, the most since November 2024. This marks a +194% jump compared to July, and the 3rd-straight monthly acceleration. In the first 10 months of the year, central banks have… pic.twitter.com/7pZWyEjjvf — The Kobeissi Letter (@KobeissiLetter) December 4, 2025 Bitcoin’s market profile has changed: liquidity has risen, and price swings have been less extreme during recent months even though volatility remains higher than older reserve assets. Bitcoin also reached a record above $123,500 in recent trading, a price point that has captured wide attention. A Few Banks Are Testing The Idea A small number of central banks are now at least studying the idea more seriously. The Czech National Bank, for example, has discussed the possibility of a “test allocation” to learn how crypto might behave inside a reserve mix. Those conversations tend to focus on custody, accounting rules and how to report gains or losses, rather than immediate buying. On Gold & Bitcoin: Why Officials Are Cautious Risk is the main reason most central banks have not moved faster. Bitcoin still shows larger price swings than standard reserve assets, and global rules for how to hold and audit crypto are not uniform. Based on expert commentary, regulators and auditors would need clear guidance before many central banks felt comfortable adding crypto to official reserves. What This Could Mean For Markets If even a handful of national banks were to allocate a small share of reserves to Bitcoin, demand could rise sharply and change how markets view the asset. A modest sovereign allocation would not replace gold or the US dollar, but it could give Bitcoin a stronger role as a hedge for countries facing currency weakness or rising inflation. At the same time, such a move would push more work into custody and compliance services, which would have to scale up quickly. Gold buying by central banks is already significant — 53 tons in one month and about 24% of reserves in gold for some — and that Bitcoin is being discussed as a possible next step for some policymakers. The path from discussion to adoption is uncertain, and many technical and legal questions remain. Still, the debate has moved from theory to test runs and official reports, making this one of the more closely watched trends in global finance this year. Featured image from Unsplash, chart from TradingView

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Bitcoin Bull Run Set To Last Until 2027, Analysts Highlight Influential Factors

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Many in the crypto space have echoed a familiar sentiment over recent months: “The four-year crypto market cycle is dead.” Experts from the Bull Theory assert that while the four-year cycle may have come to an end, the Bitcoin bull run itself is merely delayed and could stretch until 2027. Why The Four-Year Cycle May Be Ending In a recent post on social media platform X, formerly known as Twitter, the Bull Theory analysts noted that the concept of Bitcoin adhering to a neat four-year cycle is weakening. They highlighted that significant price movements over the last decade weren’t solely driven by Halving events; rather, they were influenced by shifts in global liquidity. The analysts pointed to the current landscape of stablecoin liquidity, which remains high despite recent downturns, indicating that larger investors are still engaged in the market, poised to invest when appropriate macroeconomic conditions arise. Related Reading: XRP Price Predictions: AI Forecasts $4.40 By March 2026, Analysts Target Up To $6 In the US, Treasury policies are emerging as pivotal catalysts. The recent buybacks are notable, but the analysts emphasize that the larger narrative lies in the Treasury General Account (TGA) balance, which is currently around $940 billion—almost $90 billion above its normal range. This surplus cash is likely to flow back into the financial system, enhancing financing conditions and adding liquidity that typically gravitates toward risk assets. Globally, the trends appear even more promising. China has been injecting liquidity for several months, while Japan recently announced a stimulus package worth approximately $135 billion, alongside efforts to simplify cryptocurrency regulations. Canada is also moving toward easing its monetary policy, and the US Federal Reserve (Fed) has officially halted its quantitative tightening (QT) measures—a historical precursor to some form of liquidity expansion. Political And Monetary Factors Align To Create Bullish Condition The analysts explained that when major economies adopt expansive monetary policies simultaneously, risk assets like Bitcoin tend to respond more rapidly than traditional stocks or broader markets. Additionally, potential policy tools, such as the Supplementary Leverage Ratio (SLR) exemption—implemented in 2020 to allow banks more flexibility in expanding their balance sheets—could return, resulting in increased credit creation and overall market liquidity. There is also a political dimension to consider. President Trump has discussed potential tax reforms, including abolishing income tax and distributing $2,000 tariff dividends. Furthermore, the likelihood of a new Federal Reserve chair who supports liquidity assistance and is constructive toward cryptocurrency could bolster conditions for economic growth. Extended Bitcoin Uptrend Historically, whenever the Institute for Supply Management’s Purchasing Managers’ Index (ISM PMI) surpasses 55, it has been followed by periods of altcoin season. The probability of this occurring in 2026 appears high, according to the Bull Theory. Related Reading: Trend Reversal Puts Dogecoin On A Path To $0.188 The convergence of rising stablecoin liquidity, the Treasury’s injection of cash back into markets, global quantitative easing, the cessation of QT in the US, potential bank-lending relief, pro-market policy shifts in 2026, and major players entering the crypto sector suggests a very different scenario than the old four-year halving model. The analysts concluded that if liquidity expands concurrently across the US, Japan, China, Canada, and other significant economies, Bitcoin is unlikely to move counter to that trend. Therefore, rather than experiencing a sharp rally followed by a prolonged bear market, the current environment indicates a more extended and broader uptrend that could span through 2026 and into 2027. Featured image from DALL-E, chart from TradingView.com

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Ether's Out Of Favor - Why I'm Buying ETH Again Anyway

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Summary Grayscale Ethereum Mini Trust ETF receives a buy rating, supported by improving relative strength versus Bitcoin and strong seasonal trends. ETH's technicals are mixed: it held $2600 support shows an RSI breakout but faces resistance at $4100 after a bearish death cross. The ETF's low 0.15% expense ratio and strong liquidity make it attractive for taxable accounts, though high volatility warrants small position sizing. I plan to re-enter ETH next week after a tax-loss sale, as early bullish indicators suggest the crypto market's correction may be ending. Ether has disappointed investors in 2025, particularly those who climbed aboard over the summer, when the cryptocurrency soared to near $5000. That’s also when Tom Lee of Fundstrat argued for much higher ether prices, which investors could gain exposure to through this Digital Asset Treasury Fund Bitmine Immersion (BMNR). I had a buy rating on the Grayscale Ethereum Mini Trust ETF (ETH) back in August . That turned out to be a lousy call, with ether falling below what I deemed “critical support” at the $4100 level. From there, the token plunged to near $2600... a support spot I detailed just a few weeks ago . So, I’m keeping with a buy rating on ETH. In fact, after taking a tax loss in November on my ether position, I plan to buy back in next week. My trade was selling an ETH ETF and buying the iShares Bitcoin ETF (IBIT). Catching my eye right now is a relative chart of ether to bitcoin. Ether shows relative strength for the first time since August, and I see that as a telltale sign that the entire cryptocurrency market’s bearish run lately may, in fact, be over. ETH -6% YTD Stockcharts.com According to the issuer , ETH is solely and passively invested in ether. Its investment objective is to reflect the value of ether held by the Fund, less expenses and other liabilities. Ether is a digital asset that is created and transmitted through the operations of the peer-to-peer Ethereum Network, a decentralized network of computers that operates on cryptographic protocols. The Ethereum Network allows people to exchange tokens of value, called ether, which are recorded on a public transaction ledger known as a blockchain. ETH is a small ETF with $2.3 billion in assets under management as of December 4, 2025. That’s down from $2.9 billion at the time of my previous analysis. The annual expense ratio is low at just 15 basis points, while there is no yield . Low cost and no distributions make ETH ideal for taxable brokerage accounts (not IRAs or HSAs). Share-price momentum has turned dreadful, now featuring a weak D- ETF Grade by Seeking Alpha’s quantitative scoring system. For perspective, it was an A+ just three months ago. But risk happens fast in the crypto space, and with a high historical standard deviation, ETH scores very poorly on risk metrics . Hence, my ether ETF stake will be only about a 0.5% portfolio weight (IBIT is 1.5% of my overall net worth). Finally, on liquidity , ETHA is highly tradable. Its average daily volume is north of 6 million shares, while the median 30-day bid/ask spread is tight at just two basis points, per Grayscale. So, key to my bullish thesis is relative price action between ether and bitcoin. I see a breakout underway, in which the often more speculative ether is jumping to multi-week highs versus bitcoin. The months-long correction with both coins may be over. And I’m putting my money where my writing is—I'll buy ETH early next week once my 30-day wash-sale period is over. ETHUSD vs BTCUSD: Breakout Stockcharts.com I encourage readers to check out my BMNR article from last month . I make the case that while Tom Lee’s product has its appeals, I’d rather own ether outright through a low-cost ETF. Tom Lee's Bold Ether Call BMNR Seasonally, there are tailwinds. Historically, gains have been strong from December through May, while volatility has been the theme from June through November. I like to say that seasonality is secondary to price, but this is a bullish factor to consider. ETHUSD: Bullish December-May Trends Barchart Finally, ether’s technical situation is mixed. Notice in the chart below that the token held key support at the $2600 mark, while a bearish death cross indeed occurred (it’s something I called out would be likely to happen in my BMNR article). But take a look at the RSI momentum oscillator at the top of the chart—it is just now breaking out of a downtrend. They say that momentum tends to turn before price, so this could be a bullish harbinger for ETH price action to come. Still, there remains a significant amount of volume by price up to the $4100 mark, and that level is major long-term resistance following the bearish false breakout in August. For now, technicals are not outright strong, but there are bullish early indicators. ETHUSD: RSI Breakout, Death Cross a Risk, $2600 Support Held Stockcharts.com The Bottom Line I have a buy rating on ETH. I plan to buy the ETF next week, as its relative strength to IBIT is at fresh multi-week highs, while ether itself has held long-term support. Bullish calendar trends are also underway.

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Monet Bank in Texas Explores Crypto-Friendly Lending Amid Regulatory Changes

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Monet Bank, a Texas community bank, has received regulatory approval to become a crypto-friendly lender, focusing on serving cryptocurrency firms and digital-asset businesses. This shift highlights the increasing adoption of digital finance by smaller institutions amid supportive U.S. policies. Regulatory Approval: Monet Bank gained Texas Department of Banking clearance to offer services to crypto entities. [...]

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Monet Bank in Texas has become a crypto-focused lender

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A community bank in Texas has transformed itself into a crypto-friendly lender, a move reflecting the growing interest in digital assets among smaller financial institutions. The bank, Monet Bank, formerly one of the federally chartered banks owned by billionaire backer Andy Beal, has repositioned itself to serve cryptocurrency firms and digital-asset businesses, according to a recent regulatory approval from the Texas Department of Banking. This move is part of the community bank’s goal to transform into a modern bank, focusing on digital finance and cutting-edge digital solutions rather than conventional consumer banking. The announcement was made public after the Texas-based bank shared its website, highlighting that “Monet aims to be the top financial institution for digital assets, offering creative and modern solutions for the digital economy.” Financial institutions shift their focus towards the crypto ecosystem Following U.S. President Donald Trump’s pro-crypto stance, Beal decided to explore the crypto ecosystem. This decision reflects a growing trend among financial institutions that are adopting and accepting cryptocurrencies in their operations. The Texas lender began operating in 1988. At this time, it was operating as Beal Savings Bank. Earlier this year, it adopted a new name and started referring to itself as XD Bank. Two months later, it changed its name again to Monet Bank. The Federal Deposit Insurance Corporation monitors this state-chartered bank, with reports from federal records also indicating that the bank operates six branches. Notably, Monet Bank is viewed as a very small community bank because it has less than $6 billion in assets and a little more than $1 billion in capital, according to state records . However, even with this challenge in place, the financial institution still pushed forward its goal of exploring the crypto industry. The news on the Texas bank’s shift towards digital assets was made public on Friday, December 5, by the Information. Sources close to the matter noted that this decision places the bank among a growing number of banks that are seeking to serve the crypto market. Meanwhile, as financial institutions express growing interest in the crypto space, reports dated October this year mentioned that the Office of the Comptroller of the Currency (OCC) granted Erebor Bank, a new tech-based company supported by Peter Thiel from Founders Fund, a conditional charter. Moreover, former firm leaders from Signature Bank introduced a narrow bank with a Wyoming Special Purpose Depository Institution charter known as N3XT earlier this week. They claimed that this new financial institution would streamline the payment process using a private blockchain. This change marks a broader shift in how federal bank regulators approach cryptocurrency. Trump’s pro-crypto stance encourages exposure to the crypto world Since Trump assumed the presidency of the United States, several bans related to the cryptocurrency sector have been lifted to support this rapidly growing industry. Some of these bans have been lifted, including previous warnings issued to banks regarding the exercise of caution with crypto. The president’s administration has also established new guidelines to assist the crypto Industry gain improved access to banking services. To further support the crypto ecosystem, Travis Hill, the acting chair of the FDIC, submitted a proposal notifying the relevant authorities that his agency intends to propose new regulations governing the crypto industry, specifically those related to the stablecoin-focused GENIUS Act . The proposal was submitted during a hearing earlier this week. In the meantime, when reporters reached out to Beal’s company to comment on their progress in exploring the crypto industry, a request was sent to a media contact at Beal Bank, but the firm declined to respond. Sharpen your strategy with mentorship + daily ideas - 30 days free access to our trading program

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ARB Shows Signs of Recovery with Major Inflows and Calmer Liquidation Trends

  vor 15 Stunden

ARB has experienced $25.8 billion in net inflows over the past three months, signaling strong market interest in its Layer-2 ecosystem. This surge, coupled with rising trading volume and reduced liquidation risks, indicates recovering confidence among traders and developers as liquidity shifts toward scalable blockchain solutions. ARB records $25.8 billion in net inflows, outpacing competitors [...]

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Crypto Futures Liquidations: The Alarming Domination of Long Positions

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BitcoinWorld Crypto Futures Liquidations: The Alarming Domination of Long Positions The cryptocurrency market just experienced a sharp reminder of its volatile nature. Over the past day, a wave of crypto futures liquidations swept through major exchanges, with one clear, dominant victim: traders betting on higher prices. This event provides a crucial snapshot of current market sentiment and the inherent risks of leveraged trading. What Do Recent Crypto Futures Liquidations Reveal? Data from the last 24 hours paints a stark picture. The perpetual futures market, where most retail leverage is employed, saw massive forced position closures. The overwhelming majority of these crypto futures liquidations were long positions, meaning traders who borrowed funds to amplify bullish bets were caught off-guard by a price dip. This pattern signals a sudden shift in short-term momentum and potential over-leverage on the buy side. A Breakdown of the Damage: Bitcoin, Ethereum, and Solana Let’s examine the numbers, which highlight the scale of this event. The liquidations were not isolated to one asset but formed a clear trend across major cryptocurrencies. Bitcoin (BTC): Total liquidations hit $147 million. A staggering 88.9% of this volume, approximately $130.7 million, came from long positions being forcibly closed. Ethereum (ETH): Saw $98.68 million in liquidations. Here, 82.81% (about $81.7 million) were longs. Solana (SOL): Recorded $21.78 million in liquidations, with longs constituting 88.59% of the total. This data confirms a market-wide phenomenon where bullish traders faced significant losses. Why Are Long Positions So Vulnerable to Liquidations? Understanding why longs dominated this round of crypto futures liquidations requires a look at market psychology and mechanics. First, after periods of price appreciation, bullish sentiment often peaks, encouraging traders to use high leverage to maximize gains. When the market reverses unexpectedly, even a small downward move can trigger margin calls on these highly leveraged long positions. Essentially, the crowd was leaning too far in one direction. Key Takeaways for Crypto Traders This event is more than just a statistic; it’s a learning opportunity. For anyone involved in futures trading, these crypto futures liquidations underscore critical lessons. Risk Management is Paramount: Always use stop-loss orders and avoid excessive leverage, especially during periods of high volatility. Sentiment is a Contrarian Indicator: Extreme bullishness can often precede a shakeout. Watching liquidation heatmaps can provide early warning signs. Volatility is the Constant: The crypto market can change direction rapidly. Never trade with capital you cannot afford to lose. Conclusion: Navigating the Futures Landscape The recent dominance of long positions in crypto futures liquidations serves as a powerful reminder of the market’s dual nature: offering high reward potential alongside substantial risk. While liquidations can induce short-term panic, they also help reset over-leveraged markets, potentially creating healthier foundations for future moves. The key for traders is to learn from these events, prioritize capital preservation, and maintain a disciplined strategy regardless of market euphoria or fear. Frequently Asked Questions (FAQs) What are crypto futures liquidations? A liquidation occurs when an exchange forcibly closes a trader’s leveraged position because they no longer have enough collateral (margin) to maintain it, usually due to an adverse price move. Why were mostly long positions liquidated? It indicates that a sudden price drop triggered margin calls for a large number of traders who were using leverage to bet on prices going up. The market was overcrowded with bullish bets. Are large liquidations bad for the market? They cause short-term pain for leveraged traders and can increase volatility. However, they can also flush out excessive leverage, which may reduce systemic risk and lead to a more stable price discovery. How can I avoid getting liquidated? Use lower leverage, set prudent stop-loss orders, constantly monitor your margin ratio, and never invest more than you can afford to lose. Do liquidations signal a market bottom or top? Not definitively. While massive long liquidations can sometimes mark a short-term bottom (a “capitulation” event), they are best used as one data point among many, not a standalone signal. Where can I track liquidation data? Several analytics websites like Coinglass and Bybt provide real-time liquidation heatmaps and charts for major cryptocurrencies. Share Your Thoughts Did this analysis of the recent crypto futures liquidations help you understand market dynamics better? Share this article with fellow traders on Twitter or Telegram to spark a discussion about risk management and market sentiment. Staying informed together makes the crypto community stronger. To learn more about the latest crypto market trends, explore our article on key developments shaping Bitcoin and Ethereum price action. This post Crypto Futures Liquidations: The Alarming Domination of Long Positions first appeared on BitcoinWorld .

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