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Bitget VIP Weekly Research Insights
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Global risk assets are entering a phase where multiple catalysts are aligning, driving a new wave of momentum in technology and growth stocks. Trump has revived his "tariff dividend" proposal (a $2000 check per person), the U.S. government shutdown crisis is nearing resolution (with fiscal spending expected to resume before December 11), and the probability of a Fed rate cut in December has surged to 95% (with markets even partially pricing in a 50-basis-point cut). Expectations of ample liquidity are rising across the board. U.S. tech stocks and high-beta growth names are positioned to benefit first. Themes such as AI infrastructure, retail brokers (supported by the convergence of crypto and U.S. stock trading), and digital-asset infrastructure are likely to lead the rally. The Nasdaq index is expected to see further upside in the near term, while select quality stocks offer notable rebound potential. As a globally leading Universal Exchange (UEX), Bitget has fully integrated tokenized stocks and futures products, bridging traditional finance with the wider digital-asset ecosystem. Through strategic partnerships with institutions such as Ondo Finance, Bitget Onchain now supports on-chain tokenized trading for more than 100 stocks and ETFs. Users can trade tokenized stocks—including NVDA, HOOD, TSLA, MSTR, COIN, META, and other popular names—directly in the spot market, and also access perpetual futures on individual stocks within Bitget's futures section.

Bitget·2025/12/12 09:06
Flash
03:31
Data: The loss volume of long-term bitcoin holders has approached the bear market peak
According to ChainCatcher, on-chain analyst Darkfost stated that the current loss supply of Bitcoin long-term holders (LTH) has reached 5.7 million coins, comparable to bear market peaks of 5.96 million in 2015, 5.8 million in 2019, and 6.8 million in 2022. Despite this, the current BTC price is down about 52% from its historical high, which is much less than previous bear market declines. This indicates that losses are mainly concentrated among younger LTH groups, possibly resulting from large-scale trading in the $80,000–$125,000 range.
03:30
Multiple interventions this year failed to prevent the yen from falling to 160; Bank of America: three major factors could reverse the downward trend
Golden Ten Data reported on May 20 that Bank of America is no longer overly bearish on the yen and believes three catalysts could prompt a complete shift to bullishness, even as the yen is falling back toward the 160 level. The bank has upgraded its yen outlook from neutral, citing improved structural capital flows, while other major currencies are facing vulnerabilities. Strategist Shusuke Yamada lowered his dollar/yen forecast for the end of 2026 from 157 to 152. Yamada stated that a shift to bullishness would require a policy change or deteriorating market conditions, including dollar/yen reaching 160, the 10-year Japanese government bond yield approaching 3%, or Brent crude oil falling below $90. Although the yen has faced suspected intervention near 160 several times this year, it has still weakened to this level. According to sources, intervention began on April 30, and Bank of Japan account analysis shows total intervention may have reached 10 trillion yen (about $63 billion). Yamada noted that since 2024, the yen has continued to weaken, expanding its decoupling from interest rate differentials. However, "improvements in yen capital flows, narrowing bank lending-deposit spreads, and rising real interest rates" could mean that, if fiscal concerns peak, domestic yields may begin to support the yen. He also pointed out that Japanese equities have outperformed those in the US and Europe, which may help attract capital inflows and improve yen fundamentals.
03:19
Two addresses simultaneously opened 10x PEPE long positions, with a total position of 3.37 million dollars.
Odaily reported, according to Lookonchain monitoring, two addresses simultaneously opened 10x long positions on PEPE, with a total position of 924.7 million kPEPE, valued at 3.37 million US dollars.
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