Reports describe Fundstrat's internal Bitcoin outlook for 2026 as divided between risk-focused downside planning and a more optimistic macro view. Sean Farrell is said to outline a base case that sees BTC falling toward $60,000–$65,000 and ETH and SOL also pulling back, while Tom Lee continues to project new all-time highs that could reach up to $200,000 by late January 2026. Market participants are weighing these separate scenarios as distinct time frames and mandates rather than a single unified firm forecast.

CryptoQuant data shows addresses labeled as new Bitcoin whales now represent almost 50% of Bitcoin’s realized cap, a level that seldom topped 22% before 2025. Analysts add that short‑term holder supply grew by roughly 100,000 BTC in 30 days, while exchange flows indicate around 37% of BTC sent to Binance came from 1,000–10,000 BTC wallets.

Concerns about future quantum computing threats are pressuring Bitcoin's price and slowing some investment flows, as developers and investors diverge sharply on the risk. Adam Back and other cryptographers argue current quantum machines are far from breaking Bitcoin's protections, while figures like Jameson Lopp and Nic Carter highlight worst-case scenarios and capital diversification. Industry voices are calling for early planning around quantum-resistant cryptography and improved wallet practices ahead of any potential breakthrough.

Michael Arrington, founder of TechCrunch and CrunchBase, recently disclosed on social media that XRP is one of his five largest crypto holdings by dollar value, alongside Bitcoin, Ethereum, Solana and Immutable. His post sparked heavy engagement and debate among market participants over portfolio construction and what his choices might signal. XRP’s price action has been volatile in 2025, with the token trading around $1.98 in mid-December after previously reaching nearly $3.65 in July.

JPMorgan Asset Management has launched My OnChain Net Yield Fund, a tokenized money‑market vehicle on Ethereum, according to company filings and industry reports. The bank seeded the fund with $100 million at launch, targets qualified investors via Morgan Money, and offers token shares representing direct ownership of portfolios composed of US Treasuries and repo agreements.

Macro-focused analysts warn Bitcoin could slide toward the $70,000 area if the Bank of Japan raises interest rates on Dec. 19. According to AndrewBTC, past BoJ hikes in 2024–2025 lined up with drawdowns of roughly 23%, 26%, and 31%, while traders also note a bear flag after November's drop from $105,000–$110,000.

On December 12, 2025, Solana said Firedancer, a validator client built by Jump Crypto, moved out of controlled testing and went live on mainnet. Markets responded with SOL up about 5% and trading near $140, while controlled tests reportedly spanned over 100 days and produced more than 50,000 blocks without downtime.

Binance, the largest global crypto exchange, has expanded support for USD1, the stablecoin associated with World Liberty Financial and Donald Trump's crypto projects, by adding spot pairs such as ETH/USD1, SOL/USD1 and BNB/USD1. The platform will also shift all collateral backing its Binance-Peg BUSD into USD1 at a 1:1 rate within one week, while enabling zero-fee swaps between USD1 and other major stablecoins. Market participants saw a short-term boost in BNB and related tokens after the announcement, as liquidity and trading routes tied to USD1 increased.

Bitcoin rebounded after the US Federal Reserve delivered three consecutive interest rate cuts totaling 0.75% between September and December, with prices swinging between $90,000 and $93,500 before stabilizing near $92,300. Traders are now focused on resistance in the $97,000–$108,000 zone, ETF inflows of $219 million since late November, and mixed signals from dollar weakness and US equity strength as they gauge the next move.