TLDR
During the week of December 21 to December 28, 2025, key discussions in the forum centered on trends and analyses within the cryptocurrency market, particularly revolving around Bitcoin and altcoins. Critical insights were shared on the lack of sustained inflows into Bitcoin ETFs, stagnation within the DeFi sector, and the broader economic implications reflected in current market structures. Additionally, the condition of Bitcoin’s macroeconomic environment was evaluated, suggesting a potential future recovery.
Feed
Bitcoin ETFs Lack a Sustained Inflow Streak: The article underscores the lack of consistent ETF inflow as a sign of market stabilization, rather than recovery, and advises caution.
The Stagnation: Analyzes the reasons behind the stagnation in DeFi’s Total Value Locked, highlighting significant declines from previous cycles.
Signing out for 2025: The Decentralised team reflects on 2025’s content as they break for the holidays, noting plans for future expansion.
Late-Cycle Signals Are Flashing Caution for Bitcoin: Discusses potential risks for Bitcoin as momentum indicators show signs of caution.
The Altcoin Vector #34: Provides insights into the volatile altcoin markets and identifies high-conviction trading opportunities for investors.
The Bitcoin Vector #35: Highlights insights into the Bitcoin market from Glassnode and Swissblock, but access is locked behind a paywall.
The Return of Feudal Markets: Explores how modern markets are mirroring feudal systems, leading to societal instability.
Bitcoin’s Macro Backdrop Is Improving and Flows Are Close to Turning: Evaluates Bitcoin’s improving macroeconomic environment and suggests a potential recovery phase.
X402 in one line: Details the x402 standard enabling automatic payments for AI agents and apps, spearheaded by Coinbase and Cloudflare.