#Bitcoin "sharks" added ~54,000 $BTC in a week, raising holdings to ~3.575M BTC, per glassnode
#BTCMarketAnalysis
$BTC

The meme coin $PIPPIN surged 2,000% in a month, decoupling from the market despite having no prior news coverage.
In the last 24 hours, an additional $3.5 million worth of short positions were liquidated in #PIPPIN

Investors are flooding into US equity #ETFs at an unprecedented pace:
Equity ETFs inflows have now exceeded + $300 billion over the last 3 months, the second-largest 3-month inflow on record.
Since October 12th, equity ETFs have attracted a record +$5.5 billion in inflows per day.
That's a total of ~$220 billion in net inflows added since October 12th.
By comparison, the daily average was +$3.4 billion from October 2024 to October 2025.
Demand for equities is extremely strong.
$NVDAX $GOOGLX $MSFTON

The #Al boom is creating a severe memory chip shortage:
Dynamic random-access memory (DRAM) inventory levels are down -80% YoY, to just 3 weeks worth of supply.
This is the type of memory particularly used in computers and phones.
By comparison, DRAM suppliers held ~9.5 weeks of inventory in July.
The shortage has spread into nearly all memory types, spanning consumer flash chips in USB drives and smartphones to advanced high-bandwidth memory (HBM) powering Al data centers.
Skyrocketing demand from Al infrastructure and consumer electronics is overwhelming global supply.
SK Hynix, the world's

Market liquidity is surging:
The Treasury General Account (TGA) dropped -$78 billion over the last week, the largest liquidity injection since June.
The TGA is the US government's main cash account at the Federal Reserve, and when it declines, cash flows directly into the financial system and boosts liquidity.
This marks the 4th-largest weekly drop this year.
Meanwhile, the Fed is set to buy ~$40 billion worth of Treasuries from December 12th to January 14th through its reserve management purchases.
On top of that, the central bank will use ~$14.4 billion of principal payments from its Mortgag

The average return across nearly all crypto sectors has underperformed #Bitcoin over the past 3 months, highlighting capital concentration favoring $BTC , per glassnode
#BTCMarketAnalysis

14 of the top 25 US banks are building #Bitcoin products for customers, according to River.
#BTCMarketAnalysis
$BTC

The number of active traders on $SOL has dropped from 4.8 million to 680,000 since the start of 2025, marking a roughly 7x decline in activity
#SolanaLiquidityAndPrice

The US Senate Banking Committee confirms that it will not hold a crypto market structure markup in 2025, now pushed to early 2026 following bipartisan discussions
#FedRateCutPrediction
$BTC $ETH $XRP

#BITCOIN SHORT-TERM HOLDERS ARE SELLING AT A LOSS
The STH SOPR is still below 1 (now~0.99), meaning recent buyers are selling $BTC for less than they paid.
#BTCMarketAnalysis
$BTC

The US labor market is coming to a halt:
The total nonfarm hiring rate fell -0.2 percentage points in October, to 3.2%, the lowest since the 2020 pandemic bottom.
Over the last 4 years, this figure has declined -1.4 percentage points, to levels in-line with December 2008.
By comparison, during the 2001 recession, the hiring rate was much higher, at 3.7%-4.0%.
Furthermore, the private hiring rate fell to 3.5% in October, the lowest since January 2011 and in-line with the 2020 lows.
The US labor market has stalled
The slowdown in the labor market and its reflection in official data will change e