On Dec. 23, CryptoQuant said 'Whale Capitulation on Pause', with realized losses from "new whales" tied to the $124K–$84K drop now flat. On Dec. 24, analyst Darkfost reported BTC whale deposits to Binance fell in December from roughly $7.88 billion to $3.86 billion, implying lighter near-term sell supply. He also noted a $466 million spike across 100–10,000 BTC cohorts, including over $435 million from 1,000–10,000 BTC.

Macro trader plur daddy outlined a 2026 Bitcoin framework focused on US liquidity normalization. Following the Dec FOMC’s $40bn/mo reserve management purchases and fiscal changes starting Jan 1, he sees conditions likely moving from tight toward neutral. He cited $38bn already purchased, a $100–200bn reserve deficit, and $12–15bn/mo deficit expansion.

On Dec. 17, 2025, Wu Blockchain shared a Fundstrat client note projecting a first‑half 2026 pullback, with Ethereum targeted at $1,800–$2,000. The memo, credited to Sean Farrell, also set BTC at $60,000–$65,000 and SOL at $50–$75, while urging near‑term caution. Farrell added on Dec. 20 that he still expects new ATHs by year‑end.

XRP Ledger operators are facing an amendment block event on Thursday, with 418 of 999 servers expected to be taken out of participation until they upgrade their software. According to community member Krippenreiter, these outdated rippled nodes will no longer validate ledgers, submit or process transactions, or join consensus, although trusted validators on the dUNL and overall network operations are expected to continue normally. The upgrade centers on rippled version 2.6.2 and includes the fixDirectoryLimit amendment and a critical bug fix, while XRP is down 1.5% over the last 24 hours.

Global Macro Investor's head of macro research Julien Bittel has shared on X a bitcoin "oversold RSI" roadmap that tracks BTC's average behavior after the relative strength index drops below 30, marking that breach as t=0. He noted that the current market action has so far aligned closely with the historical overlay, which points to a sharp rally within 90 days and a possible move toward the $180,000 area, while stressing the path is probabilistic and assumes the bull market has not already ended. Bittel also argued that bitcoin's traditional four-year cycle tied to halving narratives is "broken" by changes in the public debt refinancing cycle and liquidity backdrop, and he sees the current cycle potentially extending into 2026, with BTC trading at $87,330 at press time.

On Dec. 17, veteran trader Peter Brandt shared a weekly XRP chart on X highlighting what he described as a potential double-top structure with a neckline around $2.00 and a measured move pointing toward roughly $0.40 if fully triggered. At the same time, another trader emphasized XRP’s weekly RSI near 33, a zone that has coincided with prior lows, while XRP was trading around $1.83 as the market weighed whether the breakdown below support will hold or reverse.

On Dec. 17, analyst Will Taylor of CryptoinsightUK argued that XRP has returned to the lower end of a long‑standing trading range between about $2.01 and $1.60, which he views as the most attractive area for risk‑to‑reward entries. He highlighted a remaining liquidity pocket around $1.83, discussed adjusting his stop loss near $1.79, and identified a reclaim of roughly $2.07 as a potential trigger for a rapid move toward $2.58–$2.60. At the time of his remarks, XRP was trading near $1.92, and he framed both the asset and the wider crypto market as deeply discounted relative to traditional assets.

On Dec. 11, Glassnode researcher CryptoVizArt reported via X that a 5–7 year old XRP wallet with a ~$0.40 cost basis realized over $721.5 million in profit as price weakened near the $2.0 level. XRP later traded at $1.89, and traders are watching whether the repeatedly tested $2–$1.90 support zone holds into the weekly close.

In a Dec. 15 post, YouTuber Graham Stephan argued that an unwind of the yen carry trade could drain liquidity and pressure risk assets, including Bitcoin. He outlined the trade's mechanics—borrowing near 0% in Japan and buying 4-5% U.S. yields—and claimed the Fed has cut rates for the third time this year and ended QT. BTC was $87,082 at press time.