Crypto Market (1st Dec. 2025)

1. Market Overview

Crypto markets start December on a stable, slightly risk-on tone.
Global liquidity conditions continue to improve, while BTC dominance stays elevated, keeping capital concentrated in major assets.

Key macro forces shaping the market:

• Global M2 liquidity continues to recover from mid-year lows
• Market expects the Fed to maintain an easing bias in early 2026
• U.S. Treasury yields have stabilized, improving risk sentiment
• ETF inflows into BTC remain positive, though slower than November
• Altcoin performance remains highly selective depending on on-chain activity

Overall, large-cap assets maintain strong structural support, while altcoins see mixed participation.

2. Major Coin Breakdown

Bitcoin (BTC)

BTC remains the market’s anchor with stable structural inflows and strong institutional demand.

• Dominance holds around 58–59%
• ETF inflows positive but calmer compared to early November
• Long-term holder selling pressure continues to ease
• Funding rates remain neutral → stable positioning

Ethereum (ETH)

ETH shows improving relative strength as on-chain activity builds momentum.

• ETH/BTC ratio stabilizing around 0.033
• Layer-2 networks report rising transactions heading into December
• DeFi TVL increases modestly
• Staking supply growth continues to reduce circulating float

Solana (SOL)

SOL continues to outperform major altcoins thanks to strong ecosystem activity.

• TVL, user activity, and DEX volumes rise in late November
• High throughput and low fees remain a key advantage
• Developer metrics and user retention remain among the strongest in L1 ecosystems
• Liquidity depth improves as institutional interest grows

XRP

XRP remains sensitive to regulatory headlines, resulting in choppy price action.

• Legal news continues to influence short-term sentiment
• On-chain activity remains neutral
• Global payment corridors stable
• Retail-driven flows keep volatility elevated

Tezos (XTZ)

XTZ shows steady ecosystem development but still needs stronger liquidity to fuel upside momentum.

• Developer activity increases across key repositories
• NFT and gaming partnerships expand
• TVL trends slightly higher
• Trading volume remains thin compared to other mid-cap alts

3. Short-Term Trend Outlook (This Week)

BTC & ETH

• Gradual upward bias
• Strong structural support from ETFs and staking
• Lower volatility than altcoins

SOL

• Strongest momentum among major altcoins
• Breakout potential if BTC volatility remains low

XRP

• Wide range movement, driven by regulatory headlines
• Short-term volatility remains elevated

XTZ

• Quiet price action unless volume increases
• Fundamentals improving but still early for a major trend shift

4. Key Indicators to Monitor

• BTC Dominance (key gauge for altcoin rotation)
• ETH/BTC Ratio (signals potential alt season)
• Kimchi Premium (retail sentiment indicator)
• USDT inflows/outflows
• Spot + derivatives trading volume
• Funding Rates on major exchanges
• Total altcoin market cap

(This content is not investment advice. Investors are responsible for their own decisions.)