JCUSER-zRuWxsDK2025-11-28 09:39
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JCUSER-zRuWxsDK
2025-11-28 09:39
DXC 6TL6EU
[{"type":"paragraph","children":[{"text":""}]}]
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MegaETH Ecosystem In-Depth Research Report[{"type":"paragraph","children":[{"text":"🚀 MegaETH: The Real-Time Blockchain Innovation Arena"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"MegaETH is a breakthrough Ethereum Layer 2 project delivering sub-millisecond latency and 100,000+ TPS through its \"node specialization\" architecture, pushing on-chain application performance to Web2 levels. Backed by Dragonfly and angel investors including Vitalik Buterin and Joseph Lubin."}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"💰 Financing Highlights:"}]},{"type":"paragraph","children":[{"text":"- Total raised: $107M (Seed $20M + Community rounds $77M)"}]},{"type":"paragraph","children":[{"text":"- Valuation surge: $100M → $999M FDV (10× growth in 10 months)"}]},{"type":"paragraph","children":[{"text":"- Community heat: Sonar public sale 27.8× oversubscribed"}]},{"type":"paragraph","children":[{"text":"- Investors: 16,000+ participants; Hyperliquid perps implied $5B+ FDV at peak"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"🔧 Core Technical Innovations:"}]},{"type":"paragraph","children":[{"text":"- Single active sequencer: Eliminates consensus overhead for extreme low latency"}]},{"type":"paragraph","children":[{"text":"- Node specialization architecture: Separates sequencer, prover, and full-node roles"}]},{"type":"paragraph","children":[{"text":"- In-memory execution engine: Optimized for parallel transaction processing"}]},{"type":"paragraph","children":[{"text":"- EigenDA data layer: Provides up to 15 Mb/s bandwidth support"}]},{"type":"paragraph","children":[{"text":"- Full EVM compatibility: Seamless Solidity contract migration"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"🎯 MegaMafia Accelerator (Core Ecosystem Strategy):"}]},{"type":"paragraph","children":[{"text":"MegaMafia is not a traditional incubator—it's a deep experimental arena around real-time blockchain performance, focusing on \"zero-to-one\" native innovation:"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"Phase 1 Results:"}]},{"type":"paragraph","children":[{"text":"- 15 projects raised $40M+ collectively"}]},{"type":"paragraph","children":[{"text":"- Backed by Paradigm, Wintermute, Robot Ventures, Kraken Ventures, Franklin Templeton"}]},{"type":"paragraph","children":[{"text":"- Notable raises: CAP Labs ($1.9M), Valhalla ($1.5M), GTE ($25M+)"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"Phase 2 Expansion:"}]},{"type":"paragraph","children":[{"text":"- 11 new projects, 25+ total ecosystem projects"}]},{"type":"paragraph","children":[{"text":"- Pivoting to consumer innovation, attracting non-crypto-native users"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"🌟 Ecosystem Star Projects:"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"【DeFi - Real-Time Finance】"}]},{"type":"paragraph","children":[{"text":"• Valhalla: DEX aggregator focused on MEV protection"}]},{"type":"paragraph","children":[{"text":"• Cap Money: Third-category stablecoin capturing exogenous yield via MEV and RWA"}]},{"type":"paragraph","children":[{"text":"• Teko Finance: Cross-chain lending protocol"}]},{"type":"paragraph","children":[{"text":"• Benchmark: On-chain fixed-income platform"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"【Gaming - Web2-Grade Experience】"}]},{"type":"paragraph","children":[{"text":"• Showdown: Real-time TCG with high-frequency interactions"}]},{"type":"paragraph","children":[{"text":"• Stomp: Competitive on-chain gaming"}]},{"type":"paragraph","children":[{"text":"• Legend.Trade: On-chain sports trading platform"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"【Consumer Apps - On-Chain Culture】"}]},{"type":"paragraph","children":[{"text":"• Euphoria: Real-time options trading with \"tap-to-trade\" UX (impossible on traditional L2s)"}]},{"type":"paragraph","children":[{"text":"• Noise: Assetizing attention - trade \"narrative heat\" instead of token prices"}]},{"type":"paragraph","children":[{"text":"• Nectar AI: AI-driven social recommendation system"}]},{"type":"paragraph","children":[{"text":"• Pump Party: Meme token social platform"}]},{"type":"paragraph","children":[{"text":"• Blitzo: Payment-as-entertainment platform"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"【Infrastructure & Frontier】"}]},{"type":"paragraph","children":[{"text":"• Funes World: \"GitHub of the physical world\" - 1,000+ building 3D models (4,000-year span), backed by Dragonfly and HashKey"}]},{"type":"paragraph","children":[{"text":"• Cilium: On-chain identity protocol"}]},{"type":"paragraph","children":[{"text":"• Ubitel: Communication infrastructure"}]},{"type":"paragraph","children":[{"text":"• Dorado: Gamified on-chain entertainment platform"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"💡 Ecosystem Insights:"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"MegaETH differentiates itself not through \"porting\" Ethereum apps, but via:"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"1️⃣ Product Paradigm Reconstruction: Developers ask \"What new scenarios can real-time performance enable?\" instead of \"How do I migrate existing apps?\""}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"2️⃣ Extreme Scenario Nativity: Many projects simply cannot run on traditional chains (e.g., Euphoria's millisecond-level options trading, Noise's real-time heat capture)"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"3️⃣ Web2-Grade UX: Eliminates \"confirmation anxiety,\" making on-chain interactions as smooth as Web2 apps"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"4️⃣ Humanistic Value: Funes World uses blockchain to permanently preserve human civilization's memory, transcending financial speculation"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"🗓️ Key Milestones:"}]},{"type":"paragraph","children":[{"text":"- June 2024: Seed round $20M (valuation $100M)"}]},{"type":"paragraph","children":[{"text":"- Dec 2024: Echo community round $10M (valuation $200M)"}]},{"type":"paragraph","children":[{"text":"- March 2025: Testnet launch with breakthrough performance metrics"}]},{"type":"paragraph","children":[{"text":"- June 2025: Fluffle NFT round $27M (valuation $540M)"}]},{"type":"paragraph","children":[{"text":"- Oct 2025: Sonar public sale $50M (valuation $999M)"}]},{"type":"paragraph","children":[{"text":"- Nov 2025: Pre-deposit Bridge launch (1,000M deposit cap)"}]},{"type":"paragraph","children":[{"text":"- Q4 2025: Mainnet closed beta"}]},{"type":"paragraph","children":[{"text":"- Jan 2026: TGE token distribution"}]},{"type":"paragraph","children":[{"text":"- Mid 2026: PoS staking implementation"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"⚖️ Technical Trade-offs:"}]},{"type":"paragraph","children":[{"text":"Strengths: Sub-millisecond latency, 100k+ TPS, EVM compatible"}]},{"type":"paragraph","children":[{"text":"Risks: Centralized sequencer dependency, single-point-of-failure risk (team plans mitigation via sequencer rotation and fraud proofs)"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"👥 Team Background:"}]},{"type":"paragraph","children":[{"text":"- Lei Yang (CTO): MIT PhD, distributed systems expert"}]},{"type":"paragraph","children":[{"text":"- Yilong Li (CEO): Stanford PhD, blockchain security engineer"}]},{"type":"paragraph","children":[{"text":"- Shuyao Kong (CBO): \"Bing-xiong,\" ConsenSys background, strong industry resources"}]},{"type":"paragraph","children":[{"text":"- Team traits: Top academic credentials + rich blockchain experience + rigorous technical research"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"🎖️ Investment Value Summary:"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"MegaETH represents a significant exploration of blockchain performance limits. Unlike traditional L2s' \"wheel-reinventing\" homogeneity, it builds genuine moats through \"real-time app incubation + high-performance EVM chain.\""}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"Core Highlights:"}]},{"type":"paragraph","children":[{"text":"✓ Compelling technical narrative: Real-time blockchain pioneer"}]},{"type":"paragraph","children":[{"text":"✓ Strong ecosystem differentiation: 25+ native innovation projects, not simple forks"}]},{"type":"paragraph","children":[{"text":"✓ Top-tier capital backing: Vitalik, Paradigm, Dragonfly, etc."}]},{"type":"paragraph","children":[{"text":"✓ High market recognition: 10× valuation growth in 10 months, 27.8× oversubscription"}]},{"type":"paragraph","children":[{"text":"✓ Ecosystem flourishing pre-mainnet: Unprecedented phenomenon"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"Risk Warnings:"}]},{"type":"paragraph","children":[{"text":"⚠ Centralized sequencer issue requires ongoing attention to decentralization roadmap"}]},{"type":"paragraph","children":[{"text":"⚠ Mainnet performance versus promised metrics remains to be verified"}]},{"type":"paragraph","children":[{"text":"⚠ High-performance environment requires developers to relearn product design logic"}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"This is an innovative ecosystem worth long-term attention and research. Investors should view it as a venture bet on next-generation on-chain application infrastructure, closely monitoring mainnet performance, ecosystem development, and technical roadmap execution."}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"Read the complete in-depth research report for technical architecture details, team interviews, project analysis, and investment strategies: 👇"}]},{"type":"paragraph","children":[{"text":""},{"type":"link","url":"https://blog.ju.com/megaeth-ecosystem-report/?utm_source=blog","children":[{"text":"https://blog.ju.com/megaeth-ecosystem-report/?utm_source=blog"}]},{"text":""}]},{"type":"paragraph","children":[{"text":""},{"type":"link","url":"https://blog.ju.com/megaeth-ecosystem-report/?utm_source=blog","children":[{"text":""}]},{"text":""}]},{"type":"paragraph","children":[{"text":""},{"type":"link","url":"https://blog.ju.com/megaeth-ecosystem-report/?utm_source=blog","children":[{"text":""},{"type":"topic","character":"MegaETH","children":[{"text":""}]},{"text":""},{"type":"topic","character":"Layer2","children":[{"text":""}]},{"text":""},{"type":"topic","character":"Ethereum","children":[{"text":""}]},{"text":""}]},{"text":""}]}]
Ju.com Thanksgiving AMA Recap: Crypto Payments, RWA Growth & 2025 Outlook[{"type":"paragraph","children":[{"text":"The Ju.com Thanksgiving Twitter AMA explored the three most critical trends shaping crypto's evolution: leverage reset, Real World Asset (RWA) tokenization breakthrough, and maturing stablecoin payment infrastructure. Here's what you need to know:"}]},{"type":"paragraph","children":[{"text":"📊 "},{"text":"Market Leverage Cleanse","bold":true}]},{"type":"paragraph","children":[{"text":"Bitcoin futures open interest plunged ~30% from its $47.5B peak, marking one of the largest leverage resets of the current cycle. This isn't a bear signal—it's a healthy market correction:"}]},{"type":"bulleted-list","children":[{"text":"\nFunding rates returned to neutral levels\nOver-leveraged positions cleared, reducing systemic risk\nFoundation set for sustainable price appreciation in 2025-2026\n"}]},{"type":"paragraph","children":[{"text":"💼 "},{"text":"RWA Tokenization: From Narrative to $30B Reality","bold":true}]},{"type":"paragraph","children":[{"text":"Real World Asset tokenization surpassed $30B market cap in Q3 2025, a 10x increase from 2022 levels:"}]},{"type":"bulleted-list","children":[{"text":"\nPrivate credit dominates with 58% market share ($14B)\nUS Treasuries hold 34% market share ($8.2B)\nInstitutional validation from BlackRock BUIDL, Ondo, Franklin Templeton\n"}]},{"type":"paragraph","children":[{"text":"Ju.com's xBrokers framework","bold":true},{"text":" democratizes access to Hong Kong private placements, Pre-IPO stocks, and institutional-grade products. Licensed brokers hold custody while blockchain tokens represent shares 1:1, ensuring full compliance with secondary market liquidity."}]},{"type":"paragraph","children":[{"text":"💳 "},{"text":"Stablecoin Payment Surge","bold":true}]},{"type":"paragraph","children":[{"text":"Stablecoins processed $27 trillion in annual transaction volume, with monthly volumes approaching $1.25 trillion—independent of speculative trading:"}]},{"type":"bulleted-list","children":[{"text":"\n48% of payment providers cite real-time settlement as top advantage\nSub-Saharan Africa leads with 9.3% adoption rate globally\n71% of Latin American companies already use stablecoins for cross-border payments\n"}]},{"type":"paragraph","children":[{"text":"🚀 "},{"text":"Ju.com Product Ecosystem","bold":true}]},{"type":"paragraph","children":[{"text":"JuPay","bold":true},{"text":": Merchants receive local currency instantly via QR code, customers pay with Bitcoin/USDT—no blockchain knowledge required"}]},{"type":"paragraph","children":[{"text":"JuCard","bold":true},{"text":": Crypto converts at point-of-sale, trading profits immediately available for everyday expenses"}]},{"type":"paragraph","children":[{"text":"Ju Exclusive","bold":true},{"text":": Curated early-stage opportunities with institutional-level due diligence, cutting through social media hype"}]},{"type":"paragraph","children":[{"text":"🌍 "},{"text":"Regional Growth Hotspots","bold":true}]},{"type":"paragraph","children":[{"text":"Emerging markets lead payment adoption:"}]},{"type":"bulleted-list","children":[{"text":"\nAfrica, LatAm, Southeast Asia use crypto for actual needs versus speculation\nMacro instability drives stablecoins as essential infrastructure\n86% of payment companies report infrastructure ready for stablecoin adoption\n"}]},{"type":"paragraph","children":[{"text":"🎯 "},{"text":"2025 Key Outlook","bold":true}]},{"type":"paragraph","children":[{"text":"Institutional adoption accelerating: Regulatory frameworks like MiCA and GENIUS Act reduce uncertainty"}]},{"type":"paragraph","children":[{"text":"Payments meet trading: Complete financial ecosystems retain users"}]},{"type":"paragraph","children":[{"text":"Speculation to utility: Crypto evolves into functional currency"}]},{"type":"paragraph","children":[{"text":"💡 "},{"text":"Core Takeaways","bold":true}]},{"type":"paragraph","children":[{"text":"Three trends define crypto's future:\n1️⃣ Cleaner leverage environment supports sustainable growth\n2️⃣ RWA tokenization bridges traditional finance with blockchain\n3️⃣ Stablecoin payment infrastructure finally works"}]},{"type":"paragraph","children":[{"text":"In the next market cycle, exchanges offering complete financial ecosystems—trading, investing, yield generation, and payments—will capture disproportionate value."}]},{"type":"paragraph","children":[{"text":"Read the complete analysis and market strategies 👇\n"},{"type":"link","url":"https://blog.ju.com/jucom-ama-thanksgiving-crypto-utility/?utm_source=blog","children":[{"text":"https://blog.ju.com/jucom-ama-thanksgiving-crypto-utility/?utm_source=blog"}]},{"text":""}]},{"type":"paragraph","children":[{"text":""},{"type":"topic","character":"Jucom","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"Crypto","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"RWA","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"JuPay","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"JuCard","children":[{"text":""}]},{"text":""}]}]
Ju.com Donates HKD 2 Million to Support Tai Po Fire Relief and Recovery[{"type":"paragraph","children":[{"text":"A recent fire at Wang Fuk Court in Tai Po caused significant losses to residents and the community. To support emergency relief and subsequent recovery efforts, Ju.com donates "},{"text":"HKD 2 million","bold":true},{"text":" through recognized charitable channels in Hong Kong, assisting affected families, frontline personnel, and ongoing rebuilding initiatives."}]},{"type":"paragraph","children":[{"text":""}]},{"type":"paragraph","children":[{"text":"Ju.com extends sincere gratitude to all rescue personnel who worked tirelessly during the incident and offers heartfelt concern to the families impacted by the fire. Ju.com stands with Hong Kong and the Tai Po community and will continue to monitor recovery needs and provide support where necessary."}]},{"type":"paragraph","children":[{"text":"","bold":true}]},{"type":"paragraph","children":[{"bold":true,"text":"Ju.com"}]}]
🔥Ethereum Co-Founder Vitalik Buterin Launches 256 ETH to Boost Next-Generation Encrypted Messaging![{"type":"paragraph","children":[{"text":"The Ethereum co-founder has repeatedly spoken this year about treating privacy as a basic necessity for digital systems."}]},{"type":"bulleted-list","children":[{"type":"list-item","children":[{"text":"Following a recent data breach involving major US banks, where client information from institutions including JPMorgan, Citi, and Morgan Stanley may have been exposed after a cyberattack on mortgage technology vendor SitusAMC, Buterin responded by describing privacy as a form of “hygiene.”"}]},{"type":"list-item","children":[{"text":"Ethereum co-founder Vitalik Buterin said end-to-end encrypted messaging is essential for protecting digital privacy, identifying permissionless account creation and metadata privacy as the next major priorities for the sector."}]}]},{"type":"paragraph","children":[{"text":"He pointed to Session and SimpleX as two projects working on these areas and disclosed that he has donated 128 ETH to each of them."}]},{"type":"heading-two","children":[{"text":"Major ETH Donations"}]},{"type":"bulleted-list","children":[{"type":"list-item","children":[{"text":"In a post on X this week, Buterin said both applications are attempting to strengthen decentralization and enhance user protections without relying on phone numbers, while also addressing challenges such as multi-device support and resistance to Sybil or denial-of-service attacks."}]},{"type":"list-item","children":[{"text":"Buterin said the donation addresses are publicly available on the projects’ websites and added that, although the platforms are not yet perfect, they represent active efforts to advance privacy-preserving communication."}]},{"type":"list-item","children":[{"text":"He also called for more developers to help tackle the technical problems that still remain, and added that these issues “need more eyes on them.”"}]},{"type":"list-item","children":[{"text":"It is important to note that while Signal has emerged as a widely used encrypted messaging app, it faced renewed scrutiny following a March incident in which senior US national security officials accidentally included a reporter in a Signal group discussing strikes on Houthi targets in Yemen."}]},{"type":"list-item","children":[{"text":"Days later, a Pentagon-wide advisory warned against using the app for any non-public information, citing a vulnerability tied to its linked-devices feature."}]},{"type":"list-item","children":[{"text":"The memo said Russian hacking groups were targeting the users of the app through phishing tactics. Signal later attributed the issue to user-targeted attacks rather than problems with its encryption, and that the company had already implemented safeguards and warnings."}]}]},{"type":"heading-two","children":[{"text":"Buterin’s Privacy Push"}]},{"type":"bulleted-list","children":[{"type":"list-item","children":[{"text":"In an essay published in April, he argued that “privacy is an important guarantor of decentralization” and outlined a path for Ethereum to support stealth addresses, selective disclosure, and application-level zero-knowledge tools to help reduce unnecessary data exposure."}]},{"type":"list-item","children":[{"text":"More recently, he warned that X’s new geo-inference system, which assigns country labels to user accounts, poses privacy risks."}]}]},{"type":"paragraph","children":[{"text":"He said such systems can still reveal sensitive location information and may endanger vulnerable users, even when only broad regions are disclosed."}]},{"type":"paragraph","children":[{"text":"\n"},{"type":"topic","character":"Ethereum","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"VitalikButerin","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"Jucom","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"cryptocurrency","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"EncryptedMessages","children":[{"text":""}]},{"text":" "},{"type":"coin","currencyId":8,"currency":"eth","symbolId":7,"symbol":"eth_usdt","logo":"https://web.jucoin.online/cdn/coin/logo/eth.png","fullName":"Ethereum","character":"ETH/USDT","children":[{"text":""}]},{"text":" "},{"type":"coin","currencyId":128,"currency":"ju","symbolId":73,"symbol":"ju_usdt","logo":"https://storage.webstatic.cc/1/currency/3908d2d8-94c4-4db9-9fc5-9a5bdaae5860-1758872417826.png","fullName":"JU","character":"JU/USDT","children":[{"text":""}]},{"text":" "},{"type":"coin","currencyId":7,"currency":"btc","symbolId":6,"symbol":"btc_usdt","logo":"https://web.jucoin.online/cdn/coin/logo/btc.png","fullName":"Bitcoin","character":"BTC/USDT","children":[{"text":""}]},{"text":" "}]}]
‼️ Crypto Market Hints at a Two-Year Post-Thanksgiving Pattern Returning![{"type":"bulleted-list","children":[{"type":"list-item","children":[{"text":"The crypto market is showing its first meaningful recovery after a harsh November sell-off, and several metrics now resemble the same conditions seen around Thanksgiving in both 2022 and 2023."}]},{"type":"list-item","children":[{"text":"Bitcoin has reclaimed the $91,000 level, ETH is back above $3,000, and the wider market has returned to a cautious green. This bounce comes as traders enter a long US holiday weekend that has historically set the tone for December."}]}]},{"type":"heading-two","children":[{"text":"Market Indicators Turn Positive After Weeks of Fear","bold":true}]},{"type":"bulleted-list","children":[{"type":"list-item","children":[{"text":"Fear and Greed Index data shows sentiment improving from 11 last week to 22 today, although it remains in “Extreme Fear.”"}]},{"type":"list-item","children":[{"text":"This shift aligns with a steady rise in average crypto RSI, which climbed from 38.5 seven days ago to 58.3 today. The reading signals growing strength after deep oversold conditions earlier in the month."}]},{"type":"list-item","children":[{"text":"Momentum also flipped. The normalized MACD across major assets has turned positive for the first time since early November."}]},{"type":"list-item","children":[{"text":"About 82% of tracked cryptocurrencies now show positive trend momentum. Bitcoin, Ethereum, and Solana appear in the bullish zone of CoinMarketCap’s MACD heatmap."}]},{"type":"list-item","children":[{"text":"Price action supports this shift. Bitcoin is up 6% on the week. Ethereum has gained nearly 8%. Solana climbed almost 8% in the same period."}]},{"type":"list-item","children":[{"text":"The market cap has grown to $3.21 trillion, rising 1.1% over the last 24 hours."}]}]},{"type":"heading-two","children":[{"text":"A Familiar Post-Thanksgiving Setup Has Emerged","bold":true}]},{"type":"bulleted-list","children":[{"type":"list-item","children":[{"text":"The current recovery mirrors a structure seen twice before. In both 2022 and 2023, the market entered Thanksgiving after a sharp drawdown and then stabilized into December."}]},{"type":"list-item","children":[{"text":"In 2022, Bitcoin fell to near $16,000 following the FTX collapse. By Thanksgiving, selling pressure had exhausted, and the market traded sideways into Christmas."}]},{"type":"list-item","children":[{"text":"It was a deep bear consolidation phase rather than a rally."}]},{"type":"list-item","children":[{"text":"In 2023, Bitcoin entered Thanksgiving at $37,000 after a steep September-October correction. Strong ETF expectations and improving liquidity conditions pushed BTC to $43,600 by Christmas. It was a classic early-bull December rally."}]},{"type":"list-item","children":[{"text":"This year, the pattern again repeats one familiar element: the November crash came early, and by Thanksgiving, selling momentum had eased."}]},{"type":"list-item","children":[{"text":"Bitcoin’s 90-day Taker CVD has shifted from persistent sell dominance to neutral, signalling that aggressive sellers have stepped back. Funding rates and leverage data support the same interpretation."}]}]},{"type":"block-quote","children":[{"type":"paragraph","children":[{"text":"BREAKING: The S&P 500 closes the day +0.7% higher, adding +$2.5 trillion of market cap since last week’s low.\nHappy Thanksgiving to all! pic.twitter.com/tsjKylr5UV"}]}]},{"type":"heading-two","children":[{"text":"Liquidity Damage Still Shapes the Current Cycle","bold":true}]},{"type":"bulleted-list","children":[{"type":"list-item","children":[{"text":"BitMine chairman Tom Lee described the market as “limping” after the October 10 liquidation shock."}]},{"type":"list-item","children":[{"text":"He said market makers were forced to shrink their balance sheets, weakening market depth across exchanges. That fragility persisted through November."}]},{"type":"list-item","children":[{"text":"However, Lee also argued that Bitcoin tends to make its biggest moves in short bursts when liquidity recovers. He expects a strong December rally if the Federal Reserve signals a softer stance."}]},{"type":"list-item","children":[{"text":"On-chain data aligns with this view. Nexo collateral figures show users still prefer borrowing against Bitcoin rather than selling it."}]},{"type":"list-item","children":[{"text":"BTC makes up more than 53% of all collateral on the platform. This behavior suppresses immediate sell pressure, helping stabilize spot markets. But it also adds hidden leverage that could amplify future volatility."}]}]},{"type":"block-quote","children":[{"type":"paragraph","children":[{"text":"'@Nexo users aren’t selling their Bitcoin, they’re borrowing against it.\nBTC now accounts for 54.3% of all collateral on the platform, holding a steady 53–57% range for months.\nIt confirms Bitcoin is the dominant asset users leverage when they need liquidity. pic.twitter.com/bhmL9UdUvO"}]}]},{"type":"heading-two","children":[{"text":"We May Be Entering a Two-Year Holiday Pattern","bold":true}]},{"type":"paragraph","children":[{"text":"Three factors now look similar to the post-Thanksgiving conditions of 2022 and 2023:"}]},{"type":"bulleted-list","children":[{"type":"list-item","children":[{"text":"Seller exhaustion","bold":true},{"text":": Taker CVD shifting to neutral signals the end of forced selling for now."}]},{"type":"list-item","children":[{"text":"Momentum recovery","bold":true},{"text":": MACD and RSI metrics have reversed sharply after bottoming earlier in November."}]},{"type":"list-item","children":[{"text":"Liquidity stabilization","bold":true},{"text":": Market makers are still wounded, but volatility has cooled, and ETF outflows have slowed."}]}]},{"type":"paragraph","children":[{"text":"If this pattern continues, December could produce one of two outcomes based on the last two years:"}]},{"type":"bulleted-list","children":[{"type":"list-item","children":[{"text":"A "},{"text":"sideways consolidation","bold":true},{"text":" like 2022 if liquidity remains thin."}]},{"type":"list-item","children":[{"text":"A "},{"text":"short, sharp rally","bold":true},{"text":" like 2023 if macro conditions turn supportive."}]}]},{"type":"paragraph","children":[{"text":"The deciding factor will likely be the Federal Reserve’s tone in early December and the behavior of Bitcoin ETF flows. Thin liquidity means even moderate inflows could move prices quickly."}]},{"type":"block-quote","children":[{"type":"paragraph","children":[{"text":"#Bitcoin Testing 90k\nif it holds its the first step to a Santa Rally pic.twitter.com/QhHQNfDQPk"}]}]},{"type":"heading-two","children":[{"text":"December May Deliver a Large Move in Either Direction","bold":true}]},{"type":"bulleted-list","children":[{"type":"list-item","children":[{"text":"The market has entered a transition phase rather than a clear trend. Sentiment is still extremely fearful, but price and momentum indicators show recovery."}]},{"type":"list-item","children":[{"text":"Bitcoin’s position above $91,000 suggests buyers are willing to defend key levels, yet order-book depth remains weak."}]},{"type":"list-item","children":[{"text":"With selling pressure fading and technical momentum rising, the environment now resembles the same post-Thanksgiving setups that marked the last two end-of-year cycles."}]}]},{"type":"block-quote","children":[{"type":"paragraph","children":[{"text":"Bitcoin dominance looks weak here.\n\nETH/BTC is holding above the 0.03-0.032 support zone.\n\nIt seems like we could see ETH outperformance in December. pic.twitter.com/IRQS05mETi"}]}]},{"type":"bulleted-list","children":[{"type":"list-item","children":[{"text":"If the pattern holds, December will not be flat. It will likely bring a decisive move as liquidity conditions shift."}]},{"type":"list-item","children":[{"text":"The direction, however, will depend less on crypto narratives and more on macro signals and ETF demand in the coming weeks."}]},{"type":"list-item","children":[{"text":"The post Crypto Market Hints at a Two-Year Post-Thanksgiving Pattern Returning appeared first on BeInCrypto."}]}]},{"type":"paragraph","children":[{"text":""},{"type":"link","url":null,"children":[{"text":""}]},{"text":"Average Crypto RSI On Thanksgiving 2025. Source: CoinMarketCap"},{"type":"link","url":null,"children":[{"text":""}]},{"text":"Average Crypto MACD On Thanksgiving 2025. Source: CoinMarketCap"},{"type":"link","url":null,"children":[{"text":""}]},{"text":"Bitcoin Performance Between Thanksgiving and Christmas (2021–2024)\n\n"},{"type":"topic","character":"CryptoMarket","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"Thanksgiving","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"Jucom","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"cryptocurrency","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"blockchain","children":[{"text":""}]},{"text":" "},{"type":"coin","currencyId":7,"currency":"btc","symbolId":6,"symbol":"btc_usdt","logo":"https://web.jucoin.online/cdn/coin/logo/btc.png","fullName":"Bitcoin","character":"BTC/USDT","children":[{"text":""}]},{"text":" "},{"type":"coin","currencyId":128,"currency":"ju","symbolId":73,"symbol":"ju_usdt","logo":"https://storage.webstatic.cc/1/currency/3908d2d8-94c4-4db9-9fc5-9a5bdaae5860-1758872417826.png","fullName":"JU","character":"JU/USDT","children":[{"text":""}]},{"text":" "},{"type":"coin","currencyId":8,"currency":"eth","symbolId":7,"symbol":"eth_usdt","logo":"https://web.jucoin.online/cdn/coin/logo/eth.png","fullName":"Ethereum","character":"ETH/USDT","children":[{"text":""}]},{"text":" "}]}]