Crypto Morning News: Bitcoin pullback may be building momentum for a 2025 rebound, IOTA introduces new tokenomics model
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Crypto Morning News: Bitcoin pullback may be building momentum for a 2025 rebound, IOTA introduces new tokenomics model
Bitcoin and altcoins rebound strongly ahead of Christmas, with whale wallets continuing accumulation to sustain the bull market.
Navigating Web3 tides with focused insightsAuthor: TechFlow
Yesterday's Market Dynamics
QCP: MicroStrategy’s smallest-ever purchase sparks market skepticism; investors wary of potential gaps during holiday trading halts
According to the latest analysis from QCP Capital, Bitcoin prices pulled back 14% from last week's all-time high to $92,500 before rebounding to $95,000. Spot ETFs saw outflows for three consecutive days, reflecting a more cautious market sentiment as year-end liquidity dries up.
MicroStrategy recently added $561 million worth of Bitcoin at an average price of $106,662—the seventh straight week of purchases—yet this acquisition marked the smallest in recent weeks, raising questions about its willingness to buy at elevated levels. Despite the price drop, front-end volatility remains low, with no significant gamma hedging demand observed. With a large options expiry approaching on Friday, volatility butterfly spreads remain elevated at +2.0, indicating ongoing market instability.
QCP Capital warns that during shortened trading hours or holidays in traditional markets, Bitcoin’s 24/7 trading nature could make it a key channel for reacting to major events, urging investors to remain alert for potential gap moves.
Sahara AI Releases 2024–2025 Roadmap: Sahara Chain Mainnet to Launch in Q3 2025
Decentralized AI blockchain platform Sahara AI has unveiled its 2024–2025 roadmap. The first phase of its testnet launched in December 2024, featuring a data services platform where users can earn rewards by collecting, optimizing, and labeling datasets. The initial testnet operates under a phased invitation model, with the second phase scheduled to open in Q1 2025.
Per the roadmap, an AI marketplace will launch in Q1 2025, offering partial access to developer tools and expanded data services. Developers will be able to explore, customize, and deploy AI models while accessing high-quality data and scalable computing resources—all operations recorded on-chain.
In Q2, Sahara Studio, a comprehensive tool suite comprising model training, deployment, and orchestration toolkits, will be released to streamline AI development.
The Sahara Chain mainnet is set to go live in Q3 2025, providing infrastructure support for large-scale decentralized AI applications.
IOTA Introduces Sustainable Tokenomics Model with 6% Annual Inflation Rate
IOTA is introducing a sustainable tokenomics model with a 6% annual inflation rate (767,000 IOTAs per epoch) to provide staking rewards for validators/delegators, maintain low transaction fees (~0.005 IOTAs), and apply deflationary pressure through fee burning.
Binance Alpha Adds GAME, UFD, GEL, GOUT, and YNE
According to official information, Binance Alpha has announced its sixth batch of projects, including:
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GAME: An AI agent project issued by Virtuals Protocol on Base;
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UFD: A Pump.fun meme coin themed around animals, created by a popular YouTuber on Solana;
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GEL: A platform on Ethereum offering rapid Rollup launch services;
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GOUT: A dog-themed meme coin on BNB Chain;
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YNE: An AI agent project on Solana.
Matrixport: Bitcoin pullback may fuel 2025 rally; $90K–$95K could be ideal correction zone
Data from Matrixport shows that after Bitcoin rises over 40% within 30 days, it typically enters a consolidation phase. Currently, the price is down about 5% from a month ago. Historical patterns suggest such pullbacks are common after sharp rallies, aligning with past cycle behavior. In bull markets, a 10%–20% retracement from recent highs often creates an optimal re-entry opportunity.
For example, if Bitcoin pulls back from its peak of $108,000 to the $90,000–$95,000 range, this could represent an excellent buying zone. As long as the price stays within a -20% drawdown and continues the current cycle trend, it may lay the foundation for a new upward leg in 2025.
2024 Crypto Hacks Cause $2.3B Losses, Up 40% From 2023
According to a recent report by on-chain security firm Cyvers, crypto hacking incidents in 2024 resulted in $2.3 billion in losses, a 40% increase from 2023.
Data reveals 165 attacks occurred throughout the year, with access control vulnerabilities accounting for $1.9 billion (81%) of total losses, smart contract flaws causing $456 million in damages, and address spoofing attacks resulting in approximately $68.7 million in losses.
Cyvers CEO Deddy Lavid stated that private key management flaws at centralized exchanges and crypto custodians are the primary risk sources, warning that North Korean hackers may target Bitcoin ETFs in 2025.
Santiment: Strong Pre-Christmas Recovery for Bitcoin and Altcoins; Whale Accumulation Likely to Sustain Bull Market
On December 25, Santiment data showed solid recovery for Bitcoin and altcoins ahead of Christmas, with BTC price rebounding to $99,000. Current Bitcoin wallet distribution:
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Holding 0–0.1 BTC: 50.17 million wallets;
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Holding 0.1–10 BTC: 4.31 million wallets;
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Holding 10–1,000 BTC: 150,130 wallets;
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Holding over 1,000 BTC: 2,050 wallets.
The analysis suggests that as long as the number of large holders and whale wallets (the latter two groups) continues to grow and maintain the accumulation trend seen since 2024, the bull market is highly likely to persist.
MicroStrategy Plans to Increase Authorized Common Shares from 330 Million to 10.3 Billion
According to Barron’s, citing a filing by MicroStrategy, the company plans to increase its authorized common stock from 330 million to 10.3 billion shares—an increase of 3,000%. This proposal will be voted on at a special shareholder meeting. If approved and valued at current share and Bitcoin prices, this authorization would theoretically allow MicroStrategy to acquire all ~20 million Bitcoins in existence. Additionally, MicroStrategy has recently raised capital through stock and convertible bond offerings to purchase Bitcoin, currently holding over 2% of the global Bitcoin supply.
Listed Bitcoin Miners Underperform Broader Market, Only 7 Post Positive Returns Year-to-Date
Despite Bitcoin’s 113% gain in 2024, only seven out of 25 publicly listed mining companies tracked by Cointelegraph achieved positive returns, according to Hashrate Index and Google Finance data. Bitdeer (BTDR) rose 167%, Core Scientific (CORZQ) surged 327%, and TeraWulf (WULF) gained 169%. In contrast, Argo Blockchain (ARB) suffered the largest decline, dropping 84%.
The mining sector faced significant challenges in 2024: the Bitcoin halving reduced block rewards from 6.25 BTC to 3.125 BTC, mining difficulty increased by 50.71% year-on-year, and operational costs climbed. To cope, U.S.-listed miners raised over $2.2 billion via equity offerings in the first three quarters. Some firms, like Core Scientific, have begun expanding into AI, partnering with CoreWeave to potentially generate $8.7 billion in revenue over the next 12 years.
Market Data
Suggested Reading
A Single Tweet Earns 35,000 SOL—What Is AI-Pool by ai16zdao?
AI-Pool is a smart token issuance system built on Trusted Execution Environments (TEE), whose core innovation lies in AI agents managing the entire issuance and operation process, aiming to eliminate centralization risks seen in previous presale projects. Key mechanisms include: users directly investing SOL into an AI-managed wallet, funds used by AI agents to create liquidity pools, and eligible participants receiving token airdrops.
defiprime 2025 Outlook: From DeFi Back to AI Convergence, a New Industry Shake-Up Begins
Outlook for the 2025 cryptocurrency industry: a shift from DeFi back toward AI integration, signaling the start of a new industry shake-up. Regulatory clarity is expected to improve, enabling compliant DeFi protocols to grow rapidly and attract more institutional participation. DeFi and Web3 may return to the U.S. market, rebuilding connections with American users.
This article analyzes key trends in the 2025 crypto market, covering Bitcoin’s rise, altcoin performance, stablecoin growth, and credit expansion. The author believes the crypto market may see broad-based recovery next year, but focus will shift toward fundamentally strong projects, while high-risk speculative assets like meme coins will still exist. The market will also increasingly reflect two dominant user groups: Web3 natives and mainstream investors.
Market Outlook for the Coming Weeks: Pain and Opportunity Coexist—Learn to Profit from Rotation
Spot holdings may face significant drawdowns; risk mitigation should be done early.
The next upward wave could benefit certain key tokens, but investors should gradually reduce exposure and scale down positions.
The market will primarily favor traders—some tokens may attract strong buying interest, while others rise slowly.
DePayFi: Every Asset, Anytime, Anywhere Can Generate Yield
PayFi is a transformative solution leveraging blockchain and DeFi to effectively resolve the "impossible trinity" of yield, liquidity, and risk in traditional finance. PayFi turns every dollar into intelligent, autonomous capital that automatically seeks yield-generating opportunities while maintaining high liquidity, achieving greater efficiency and fairness in finance.
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