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VIPBitget VIP Weekly Research InsightsVIPBitget VIP Weekly Research InsightsGlobal markets are experiencing multiple transformative catalysts supporting the recovery of risk assets. For instance, Trump has revived his proposal to distribute $2000 "tariff dividend" checks to every American using tariff revenues. While the plan faces hurdles such as congressional approval and inflationary concerns, it has already boosted consumer confidence and is expected to inject trillions of dollars in liquidity, benefitting high-growth technology sectors. Meanwhile, the U.S. government shutdown has reached a record 41 days. With the Senate having reached an agreement, it's expected to end on November 11—potentially triggering a renewed fiscal injection of tens of billions of dollars and a V-shaped rebound similar to past shutdown recoveries. Market expectations for a rate cut at the Federal Reserve's December FOMC meeting are also rising, with a 62.6% probability priced in for a 25-basis-point cut. Some Trump-backed officials even advocate for a 50-basis-point reduction, which would extend the easing cycle and further stimulate investment in crypto and AI infrastructure. Together, these factors may drive a 5–10% rebound in total crypto market capitalization, creating a window of opportunity for allocation to high-quality projects.
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VIPBitget VIP Weekly Research InsightsAfter the largest liquidation in history on October 11, market liquidity took a severe hit, with reports suggesting that many mid- and long-tail market makers suffered heavy losses. Consequently, it may take considerable time for liquidity conditions to normalize. The mass liquidation was primarily triggered by Trump's announcement of a 100% tariff hike on China, followed by a chain reaction from the USDe depegging incident. As a result, the market has likely entered oversold territory.
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VIPBitget VIP Weekly Research InsightsAs the crypto market recovers in 2025, Digital Asset Treasury (DAT) firms and protocol token buybacks are drawing increasing attention. DAT refers to public companies accumulating crypto assets as part of their treasury. This model enhances shareholder returns through yield and price appreciation, while avoiding the direct risks of holding crypto. Similar to an ETF but more active, DAT structures can generate additional income via staking or lending, driving NAV growth. Protocol token buybacks, such as those seen with HYPE, LINK, and ENA, use protocol revenues to automatically repurchase and burn tokens. This reduces circulating supply and creates a deflationary effect. Key drivers for upside include institutional capital inflows and potential Fed rate cuts, which would stimulate risk assets. Combined with buyback mechanisms that reinforce value capture, these assets are well-positioned to lead in the next market rebound.
VIPBitget VIP Weekly Research InsightsVIPBitget VIP Weekly Research Insights- 06:2252.4% of Monad airdrop claiming addresses have sold or transferred all their allocationsAccording to a report by Jinse Finance, data disclosed by Adam shows that among the 76,021 wallets that received the Monad airdrop: 39,796 wallets (52.4%) have sold or transferred their entire allocation; 27,133 wallets (35.7%) are still holding all their tokens; 5,728 wallets (7.5%) have sold/transferred more than 50% of their allocated funds; 3,364 wallets (4.4%) have sold/transferred less than 50% of their allocated amount.
- 06:05Meme coins "Vulgar Penguin" and "BNBHolder" on the BSC chain continue to decline, both dropping more than 50% from their recent highs.According to ChainCatcher, monitored by GMGN, after being listed on a certain exchange Alpha, the prices of the BSC chain Meme coins "恶俗企鹅" and "BNBHolder" surged briefly and then continued to decline. As of now, the market cap of "恶俗企鹅" is about $3.83 million, currently priced at $0.0038, down approximately 58% from its peak; "BNBHolder" has a market cap of about $5.7 million, currently priced at $0.0057, down about 67% from its peak. ChainCatcher reminds users that Meme coin trading is highly volatile, mostly relying on market sentiment and hype, with no actual value or use case. Investors should be aware of the risks.
- 05:49Ark Invest: Liquidity is Recovering and May Lay the Foundation for a Year-End Market RallyJinse Finance reported that on November 27, Ark Invest stated in an article that U.S. market liquidity finally began to recover after hitting a multi-year low of $5.56 trillion on October 30. A six-week government shutdown resulted in a liquidity loss of $621 billion, but with the government reopening, $70 billion has already flowed back into the market. It is expected that in the next 5-6 weeks, as the Treasury General Account normalizes, another $300 billion will return. The improvement in the liquidity environment coincides with the Federal Reserve's shift to a dovish stance. New York Fed President John Williams, California Governor Waller, and San Francisco Fed President Daly have all expressed support for interest rate cuts, raising the market-implied probability of a near-term rate cut to about 90%. Ark Invest believes that as liquidity recovers, quantitative tightening (QT) will end on December 1, and monetary policy will turn supportive. We believe that the market is forming conditions that could potentially reverse the recent downward trend.