CRYPTO STRATEGIC WATCH – December 12, 2025

Hello! As an expert financial analyst specializing in cryptocurrencies and blockchain, inspired by Warren Buffett's philosophy focused on intrinsic value rather than speculation, I bring you this morning report covering the last 24 hours. With a market influenced by Fed decisions and emerging tech trends, focus on macro signals and long-term opportunities.

1- Key Market Events in Crypto

The crypto market shows moderate volatility with Bitcoin stabilizing around $90k after a temporary drop influenced by AI-related fears and a slowdown in tech stocks. Ethereum follows the trend with a 4.3% decrease below $3.2k, while massive short liquidations occurred on BTC, ETH, and SOL before the Fed’s latest rate cut. Whales sold heavily on Filecoin and Render, leading to 7.5% and 5.5% pullbacks respectively in the DePIN and AI sectors, indicating overall investor caution. Additionally, Layer 2 markets like Merlin Chain and Mantle increased by over 4%, contrasting sector declines and signaling growing interest in scalable solutions. Finally, Coinbase is preparing to launch US tokenized securities on December 17, merging traditional finance and blockchain, which could boost institutional adoption.

2- Emerging Technological Trends to Watch

Two trends stand out for their disruptive potential in the long term. First, the integration of AI with quantum computing to solve complex challenges such as financial modeling and drug discovery, with quantum algorithms accelerating breakthroughs in health and blockchain finance. Second, the evolution of blockchain toward decentralized applications for supply chain traceability and peer-to-peer renewable energy exchanges, promoting transparency and sustainability in emerging markets and encouraging sustainable enterprise adoption.

3- Regulatory and Macro-Economic News

Central institutions and regulators continue to impact the crypto sector. At the Fed, a 25 basis point cut to 3.50-3.75% with a potential pause in 2026 due to persistent inflation dampened optimism, potentially increasing short-term volatility for BTC and ETH. The ECB maintains vigilance on inflation in the eurozone without major announcements but strengthens MiCA for stablecoins, influencing European flows. The SEC anticipates accelerated ETF approvals and clearer regulations in 2026, boosting innovation under the new administration. In China, restrictions on mining persist with no new updates, but US-China agreements provide clarity despite high tariffs impacting overall sentiment. Lastly, the US administration under Trump is considering eliminating taxes on gaming gains, potentially extending to memecoins, and is preparing favorable regulations that could cause prices to surge through increased confidence.

4- Meme Coins Trending on Social Media

Among meme coins with a market cap between $100M and $500M, three stand out for their buzz on X and Reddit:

$FARTCOIN, an absurd meme on Solana with a cap around $374M, hype for quick gains and a degenerate community, trending with a 10.4% increase in 24h.
$PIPPIN, a viral newcomer with a cap of $354M, attracted by its community momentum and a 9% rise in 24h, discussed for its potential x10.
$SPX (SPX6900), cap at $543M close to the threshold, buzzing for its fun narrative and a 2.5% increase in 24h with high volume.

5- Current Prices of Top 20 Cryptos (Excluding Stablecoins)

- BTC: $90 056 (-2.5 %)
- ETH: $3 197 (-4.3 %)
- BNB: $867 (+1.2 %)
- SOL: $248 (-1.8 %)
- XRP: $2.01 (-0.5 %)
- DOGE: $0.42 (+1,818 % YTD)
- TRX: $0.28 (+0.9 %)
- ADA: $0.65 (-1.2 %)
- AVAX: $45 (-2.1 %)
- LINK: $18 (-0.8 %)
- DOT: $2.05 (-3 %)
- BCH: $456 (-1.5 %)
- NEAR: $7.2 (-2.4 %)
- UNI: $12 (-1.9 %)
- LTC: $98 (-0.7 %)
- MATIC: $0.78 (-2.2 %)
- ICP: $15 (+0.5 %)
- ATOM: $8.1 (-1.6 %)
- FIL: $4.5 (-7.5 %)
- RNDR: $6.2 (-5.5 %)

In conclusion, despite caution following the Fed’s move, technological and regulatory fundamentals reinforce the sector's long-term value. See you tomorrow for December 13th edition! Questions about a deeper analysis? Best regards,

#cryptopreneur
#PostToWin