- H2cryptO Daily Drip Newsletter
- Posts
- The Daily Drip
The Daily Drip
Sunday, December 7, 2025
In partnership with
The Smartest Free Crypto Event You’ll Join This Year
Curious about crypto but still feeling stuck scrolling endless threads? People who get in early aren’t just lucky—they understand the why, when, and how of crypto.
Join our free 3‑day virtual summit and meet the crypto experts who can help you build out your portfolio. You’ll walk away with smart, actionable insights from analysts, developers, and seasoned crypto investors who’ve created fortunes using smart strategies and deep research.
No hype. No FOMO. Just the clear steps you need to move from intrigued to informed about crypto.
📰 Crypto Market Summary
- Bitcoin stabilizes above $90K after BOJ and Fed‑driven selloff: BTC is up about 2% today near $91,042 after briefly crashing below $90K on hawkish Bank of Japan commentary and earlier Fed warnings that knocked it from October's roughly $126K peak. CoinDesk and Forbes highlight sizable futures liquidations and macro jitters, but also note continued institutional interest, including sovereign wealth fund exposure and spot ETF flows that suggest patient capital is accumulating into weakness.
- Ether outperforms on Fusaka upgrade and treasury accumulation: ETH trades around $3,120, up roughly 2.7%, modestly outpacing bitcoin on the day. CoinDesk reports large ETH purchases by BitMine and growing focus on the upcoming Fusaka upgrade as potential catalysts even after recent drawdowns in ETH‑linked treasury stocks.
- XRP rebounds as regulatory wins and fear‑driven sentiment fuel dip buying: XRP is up about 3% near $2.09 after a sharp weekly pullback, with CoinDesk noting sentiment has swung to "extreme fear"—levels that historically precede short‑term bounces. Recent approvals in Singapore and fresh exchange listings in Hong Kong are underpinning the narrative that Ripple's cross‑border payments stack is gaining regulated traction across Asia‑Pacific.
- Solana tracks broader majors higher despite treasury‑stock pain: SOL trades around $135, up roughly 2.3% on the day and slightly above broader market performance, recouping part of losses after Solana‑linked treasury plays tumbled nearly 10% during bitcoin's slide to $84K.
- Regulation narrative flips: SEC innovation exemption and global bank moves: Forbes reports SEC chair Paul Atkins plans an "innovation exemption" from full registration for certain crypto products starting January, a sharp pivot from the prior adversarial stance. In parallel, France's BPCE is rolling out BTC, ETH, SOL and USDC trading to 2 million clients and major exchanges are re‑opening in India, reinforcing the theme of crypto integrating into mainstream finance.
- Macro backdrop: Fed cut expectations and BOJ risk keep crypto tied to rates: This week's anticipated Fed rate cut and debate around a potential Japan hike are central drivers of risk appetite, with CoinDesk and CNBC flagging bitcoin's recent drop as partly rate‑ and carry‑trade related.
- Structural adoption and tokenization offset near‑term volatility: Fortune and Forbes pieces stress that beneath the speculative froth, stablecoins and tokenized Treasuries are moving into the "real economy," with research from Hashdex projecting tokenized assets could near $400B in 2026.
🔢 Market Performance
| Coin | Dec 31 | Now | 24h % | 7d % | YTD % | Cap |
|---|---|---|---|---|---|---|
| BTC | $93,429.30 | $91,364.06 | 1.88% | -0.02% | -2.21% | $1,823.52B |
| ETH | $3,332.53 | $3,124.41 | 2.34% | 2.86% | -6.25% | $377.10B |
| XRP | $2.08 | $2.09 | 3.01% | -4.92% | 0.64% | $126.30B |
| USDT | $1.00 | $1.00 | 0.01% | 0.03% | 0.04% | $185.70B |
| BNB | $700.99 | $900.81 | 0.86% | 0.43% | 28.51% | $124.07B |
| SOL | $189.26 | $134.99 | 1.53% | -2.57% | -28.68% | $75.68B |
| DOGE | $0.32 | $0.14 | 1.47% | -5.44% | -55.05% | $22.93B |
| ADA | $0.84 | $0.43 | 2.81% | 1.17% | -48.79% | $15.44B |
| TRX | $0.25 | $0.29 | -0.15% | 1.27% | 14.66% | $27.14B |
| HYPE | $35.69 | $29.71 | -5.37% | -11.88% | -16.76% | $10.00B |
- Broad‑based bounce across majors with BTC, ETH, and XRP all posting solid 24h gains as macro jitters ease and dip buyers return.
- BNB and TRX remain among the few large‑caps in positive YTD territory, while XRP has turned fractionally positive for the year after today's rally.
- SOL, DOGE, ADA, and HYPE continue to nurse steep YTD losses despite today's modest recoveries, reflecting the uneven nature of the broader altcoin drawdown.
📰 💰 Funding & Institutional Moves
Weekend trading saw no ETF flow data, but the narrative heading into Monday is dominated by the SEC's planned "innovation exemption" and the expansion of crypto access at traditional financial institutions. France's BPCE rolling out BTC, ETH, SOL and USDC trading to 2 million clients signals that European banks are moving past pilot phases into scaled retail offerings. Meanwhile, sovereign wealth funds and family offices continue to quietly accumulate BTC and ETH during drawdowns, with Forbes noting that institutional positioning remains constructive despite recent volatility. The combination of regulatory clarity, bank integration, and patient capital deployment is creating a structural tailwind even as sentiment remains fearful. SEC innovation exemption | French bank launches crypto
Signal: When regulatory tone shifts from adversarial to accommodating and banks begin scaling crypto offerings, it signals that institutional adoption is moving from experimental to strategic.
🛠️ Tech, Protocol & Ecosystem
Ethereum's upcoming Fusaka upgrade is drawing developer and institutional attention, with BitMine and other treasury players accumulating ETH ahead of the rollout. The upgrade promises further scalability improvements, gas optimizations, and enhanced Layer‑2 interoperability. Solana's DeFi ecosystem continues to show resilience despite price volatility, with high‑throughput trading, memecoin activity, and perpetuals keeping the network at the center of speculative flows. Bitcoin's Lightning Network capacity reached new all‑time highs this week, and cross‑chain bridge security audits are accelerating as protocols prepare infrastructure for the next growth phase. Fusaka upgrade timeline | Solana DeFi tracker
Builder signal: Network upgrades, Lightning capacity growth, and DeFi resilience during price drawdowns all point to maturing infrastructure that can support the next wave of adoption.
⚖️ Regulation & Policy Watch
The regulatory landscape is shifting dramatically: SEC chair Paul Atkins' planned "innovation exemption" starting in January marks a pivot from the prior adversarial posture, potentially allowing certain crypto products to operate without full securities registration. In Asia‑Pacific, XRP's recent approvals in Singapore and exchange listings in Hong Kong underscore how jurisdictions are competing to attract regulated crypto activity. France's BPCE bank launch and the reopening of major exchanges in India reinforce the theme of mainstream integration. Meanwhile, this week's Fed decision and the ongoing debate around a potential BOJ rate hike remain central to risk appetite and carry‑trade dynamics that directly impact crypto volatility. SEC exemption framework | XRP Asia approvals
Signal: When multiple jurisdictions simultaneously ease restrictions and banks begin scaled rollouts, it signals that crypto is transitioning from fringe to core financial infrastructure.
🎟️ Events, Community & Builders
- Weekend X Spaces focus on whether today's bounce is a relief rally or the start of a sustained move higher into year‑end and early 2026.
- Ethereum developer communities host AMAs on Fusaka upgrade timelines, testing phases, and implications for Layer‑2 scalability and gas efficiency.
- Institutional roundtables dissect the SEC's innovation exemption framework and what it means for product launches, custody arrangements, and compliance workflows.
- DeFi protocols showcase new governance proposals, cross‑chain liquidity solutions, and yield optimization strategies designed to attract capital during low‑conviction periods.
Builder signal: Community energy is shifting from panic to cautious optimism as regulatory clarity improves and fundamental development continues regardless of price volatility.
⚡ Risk & Tactical Lens
Today's bounce is constructive, but fear sentiment persists at 22 and the Altcoin Index remains deeply oversold at 19. BTC must reclaim and hold $92K+ to confirm the rally, while ETH needs to sustain momentum above $3,100.
Pro tip: Watch this week's Fed decision, Powell's tone on future cuts, and whether ETF flows resume positively on Monday. If all three align, the setup for a year‑end rally improves materially; if any break, the $85K–$88K zone comes back into play for BTC.
DISCLAIMER
This newsletter is for informational purposes only and is not investment advice, solicitation, or endorsement. H2cryptO does not warrant data accuracy or completeness. Crypto assets are highly volatile; always consult professional advisors, use caution, and comply with local laws before strategic, financial, or investment decisions.
💰 Funding & Institutional Moves
Weekend trading saw no ETF flow data, but the narrative heading into Monday is dominated by the SEC's planned "innovation exemption" and the expansion of crypto access at traditional financial institutions. France's BPCE rolling out BTC, ETH, SOL and USDC trading to 2 million clients signals that European banks are moving past pilot phases into scaled retail offerings. Meanwhile, sovereign wealth funds and family offices continue to quietly accumulate BTC and ETH during drawdowns, with Forbes noting that institutional positioning remains constructive despite recent volatility. The combination of regulatory clarity, bank integration, and patient capital deployment is creating a structural tailwind even as sentiment remains fearful. SEC innovation exemption | French bank launches crypto
Signal: When regulatory tone shifts from adversarial to accommodating and banks begin scaling crypto offerings, it signals that institutional adoption is moving from experimental to strategic.
🛠️ Tech, Protocol & Ecosystem
Ethereum's upcoming Fusaka upgrade is drawing developer and institutional attention, with BitMine and other treasury players accumulating ETH ahead of the rollout. The upgrade promises further scalability improvements, gas optimizations, and enhanced Layer‑2 interoperability. Solana's DeFi ecosystem continues to show resilience despite price volatility, with high‑throughput trading, memecoin activity, and perpetuals keeping the network at the center of speculative flows. Bitcoin's Lightning Network capacity reached new all‑time highs this week, and cross‑chain bridge security audits are accelerating as protocols prepare infrastructure for the next growth phase. Fusaka upgrade timeline | Solana DeFi tracker
Builder signal: Network upgrades, Lightning capacity growth, and DeFi resilience during price drawdowns all point to maturing infrastructure that can support the next wave of adoption.
⚖️ Regulation & Policy Watch
The regulatory landscape is shifting dramatically: SEC chair Paul Atkins' planned "innovation exemption" starting in January marks a pivot from the prior adversarial posture, potentially allowing certain crypto products to operate without full securities registration. In Asia‑Pacific, XRP's recent approvals in Singapore and exchange listings in Hong Kong underscore how jurisdictions are competing to attract regulated crypto activity. France's BPCE bank launch and the reopening of major exchanges in India reinforce the theme of mainstream integration. Meanwhile, this week's Fed decision and the ongoing debate around a potential BOJ rate hike remain central to risk appetite and carry‑trade dynamics that directly impact crypto volatility. SEC exemption framework | XRP Asia approvals
Signal: When multiple jurisdictions simultaneously ease restrictions and banks begin scaled rollouts, it signals that crypto is transitioning from fringe to core financial infrastructure.
🎟️ Events, Community & Builders
- Weekend X Spaces focus on whether today's bounce is a relief rally or the start of a sustained move higher into year‑end and early 2026.
- Ethereum developer communities host AMAs on Fusaka upgrade timelines, testing phases, and implications for Layer‑2 scalability and gas efficiency.
- Institutional roundtables dissect the SEC's innovation exemption framework and what it means for product launches, custody arrangements, and compliance workflows.
- DeFi protocols showcase new governance proposals, cross‑chain liquidity solutions, and yield optimization strategies designed to attract capital during low‑conviction periods.
Builder signal: Community energy is shifting from panic to cautious optimism as regulatory clarity improves and fundamental development continues regardless of price volatility.
⚡ Risk & Tactical Lens
Today's bounce is constructive, but fear sentiment persists at 22 and the Altcoin Index remains deeply oversold at 19. BTC must reclaim and hold $92K+ to confirm the rally, while ETH needs to sustain momentum above $3,100.
Pro tip: Watch this week's Fed decision, Powell's tone on future cuts, and whether ETF flows resume positively on Monday. If all three align, the setup for a year‑end rally improves materially; if any break, the $85K–$88K zone comes back into play for BTC.
DISCLAIMER
This newsletter is for informational purposes only and is not investment advice, solicitation, or endorsement. H2cryptO does not warrant data accuracy or completeness. Crypto assets are highly volatile; always consult professional advisors, use caution, and comply with local laws before strategic, financial, or investment decisions.