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VIPBitget VIP Weekly Research Insights This year's market has been driven primarily by the growth of DATs, ETFs, and stablecoins. Strong institutional inflows indicate that mainstream U.S. capital is now entering the crypto market. However, after the October 11 black swan event, the market underwent a significant correction due to deleveraging. Even so, several indicators now suggest that a bottom may be forming. Our recommended assets are BTC, ETH, SOL, XRP, and DOGE.
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 Insights- 17:42150 BTC transferred from an anonymous address to an exchangeAccording to Jinse Finance, Arkham data shows that at 01:01 (GMT+8), 150 BTC (worth approximately $13.78 million) were transferred from an anonymous address to an exchange.
- 17:26Brazilian tax authority data shows that stablecoins account for 90% of Brazil's cryptocurrency trading volume.Jinse Finance reported that during a technical presentation at the Brazil Blockchain Conference, Flávio Corrêa Prado, an auditor from the Brazilian Federal Revenue Service, revealed that the volume of cryptocurrency transactions reported under current regulations has reached 6 to 8 billion USD per month. He stated that if the current trend continues, this figure could rise to 9 billion USD per month by 2030. Most of this trading volume comes from stablecoins such as USDT and USDC, and in certain months, stablecoin trading volume even accounts for 90% of all reported transactions. Bitcoin once dominated, but as the country's acceptance of stablecoins has increased, Bitcoin has become a secondary player.
- 17:07Goldman Sachs: Fed Rate Cut in December Is Now a Foregone ConclusionJinse Finance reported that Goldman Sachs stated the Federal Reserve is almost certain to lower interest rates at the policy meeting on December 9-10. The current market pricing probability for a 25 basis point rate cut has reached about 85%—86%. Goldman Sachs’ fixed income team pointed out that a weakening job market and the need for policy risk management are the key factors prompting the Fed to turn earlier, and with no major data expected to change this direction, this rate cut is almost a foregone conclusion. Although the increase in new jobs in September was 119,000, better than market expectations, signs of weakness in the labor market are becoming increasingly evident: the unemployment rate has risen to 4.4%, the highest since October 2021; the unemployment rate for college graduates aged 20 to 24 has reached 8.5%. Goldman Sachs analysts Rikin Shah and Cosimo Codacci-Pisanelli wrote in their report that this group accounts for 55% to 60% of U.S. labor income, and their employment pressure has a significant impact on the overall economy. Corporate layoff warnings (WARN), the Challenger layoff report, and the number of layoff mentions in Q3 earnings calls all reflect that labor demand is slowing. New York Fed President Williams stated on November 21 that there is “further room for adjustment” in the policy stance in the short term, almost confirming the direction of this meeting. San Francisco Fed President Daly also expressed support for a rate cut on November 24, believing that the labor market is “sufficiently fragile” and that excessive tightening could bring the risk of nonlinear changes. Goldman Sachs expects the federal funds rate to fall to 3%—3.25% by mid-2026, and also expects further small rate cuts in March and June next year. In addition, Goldman Sachs recommends taking a short position in U.S. 10-year Treasury bonds as the main trading strategy in the first quarter of 2026, as fiscal stimulus is expected to bring growth. The Goldman Sachs team concluded that, in the context of a data vacuum and high market consensus, this rate cut has basically been “locked in” in advance.