According to CoinShares data, there was a total net inflow of $864 million into digital asset investment products last week. This marks the third consecutive week of inflows, indicating continued cautious optimism among investors. US markets accounted for the bulk of inflows at $796 million, while Germany and Canada also contributed positively. Bitcoin saw inflows of $522 million, while short products experienced outflows. Ethereum continued its strong performance, recording weekly inflows of $338 million.
Strategy Acquires 10,645 BTC with $980 Million Purchase
Strategy announced it purchased 10,645 Bitcoin at an average price of $92,098. It was reported that a total of $980.3 million was spent on this purchase. The company’s total Bitcoin holdings reached 671,268 BTC. The average cost rose to $74,972. Michael Saylor emphasized that Bitcoin’s return since the beginning of the year was 24.9%.
BitMine: Purchased 102,259 ETH Last Week
According to a PRNewswire report, Nasdaq-listed BitMine announced that it purchased an additional 102,259 $ETH last week, bringing its total $ETH holdings to 3,967,210. Additionally, the company holds 192 Bitcoin, $38.00 million worth of Eightco Holdings shares, and a total of $1.00 billion in cash.
U.S. Employment, Inflation, and Index Rebalancing All Packed into the Same Week
High volatility risk stands out for U.S. markets this week. The November employment data and CPI announcements will be critical for the Fed’s interest rate expectations. At the same time, the quarterly index rebalancing will take place on the S&P 500 and Nasdaq 100. Analysts note that this could trigger one of the largest liquidity movements of the year. Last week, sharp and volatile price movements were observed in US stock markets.
Court Decision Expected on Trump’s Tariffs
The legality of tariffs imposed during the Trump administration is on the Supreme Court’s agenda. While the decision is expected in early 2026, Polymarket data shows a 76% probability of a decision against Trump. Possible scenarios include partial cancellation, full cancellation, or maintaining the tariffs.
Tariffs under the International Emergency Economic Powers Act (IEEPA) are particularly controversial. The ruling could set a precedent regarding the powers of the US president.
BOJ to Begin Selling ETFs as Early as 2026
The Bank of Japan plans to gradually sell its ETF holdings starting as early as January 2026. It is noted that the sale process could take decades to avoid disrupting the market. The market value of the ETF portfolio is approximately 83 trillion yen. The sale principles had previously been decided at a policy meeting. The BOJ’s move is seen as critical for long-term market balances.
American Bitcoin Corp’s BTC Holdings Rise to 5,044
According to BitcoinTreasuries data, American Bitcoin Corp’s BTC holdings increased by 261 to reach 5,044. The company operates with the support of the Trump family. The recent increase indicates that the company is continuing its Bitcoin accumulation strategy. Mining revenues contributed to the growth in reserves. This development supports interest in institutional Bitcoin ownership.
SEC’s Crypto Sanctions Decreased After Trump’s Return
With Trump’s return to the White House, there has been a significant decrease in the SEC’s sanctions against the crypto sector. More than 60% of ongoing lawsuits have been suspended or withdrawn. Lawsuits against companies such as Binance, Coinbase, and Gemini have been halted. Although the SEC denies allegations of political favoritism, criticism continues. Some former officials warn that investor protection could be weakened.
Financial Times: Stablecoins Could Trigger a Supercycle in Banking
According to the Financial Times, stablecoins could fundamentally transform the banking system over the next five years. Experts predict that over 100,000 blockchain-based payment systems could emerge worldwide. Stablecoins are said to threaten deposit and credit mechanisms. While the ECB accelerates the digital euro, banks are responding with deposit tokens. JPMorgan’s tokenized payment volume is growing but still lags behind traditional systems.
Morgan Stanley: Weak Employment Could Strengthen Fed Cuts
According to Morgan Stanley, this week’s employment data showing moderate weakness could increase the likelihood of the Fed continuing its interest rate cuts. Economists expect approximately 50,000 new jobs. The unemployment rate is projected to rise to 4.5%. This picture points to a labor market that is slowing but not rapidly deteriorating. Inflation data will also be decisive for the Fed.
Bitdeer’s Bitcoin Production Increased by 251% Year-on-Year
Bitdeer announced that it produced 526 Bitcoins in November. This figure represents a strong increase of 251% year-on-year. Monthly production also increased by 3%. The company’s own mining hash rate reached 45.7 EH/s. The data shows that operational capacity is expanding rapidly.
Bloomberg: Bitwise Submits Final Application for Hyperliquid ETF
Bloomberg ETF analyst Eric Balchunas announced that Bitwise has submitted an updated application for the Hyperliquid ETF. The expense ratio was stated as 0.67% in the filing. The ETF’s ticker symbol will be BHYP. Such updates usually indicate that the launch is imminent. Interest in Hyperliquid-focused products is growing in the market.
CoinGecko: Solana is the Most Popular Ecosystem of 2025
According to CoinGecko data, the Solana ecosystem was the most popular blockchain for the second consecutive year in 2025. Solana ranked first with a 26.79% mindshare. It was followed by Base, Ethereum, and Sui. The data is based on global, bot-free web traffic. The results show that Solana continues to attract user and developer interest.
