Share
Share this article
Copy linkX (Twitter)LinkedInFacebookEmail
Markets
Share
Share this article
Copy linkX (Twitter)LinkedInFacebookEmail
Coinbase Sees Crypto Recovery Ahea
Markets
Share
Share this article
Copy linkX (Twitter)LinkedInFacebookEmail
Coinbase Sees Crypto Recovery Ahea
Coinbase Sees Crypto Recovery Ahead as Liquidity Improves and Fed Rate Cut Odds Climb
Coinbase Sees Crypto Recovery Ahead as Liquidity Improves and Fed Rate Cut Odds Climb
The crypto exchange also took note of a so-called AI bubble that continues to go strong and a weaker U.S. dollar.
By Francisco Rodrigues|Edited by Stephen Alpher
Dec 6, 2025, 3:46 p.m.
Coinbase (Modified by CoinDesk)
What to know:
- Coinbase Institutional is seeing a potential December recovery in crypto, citing improving liquidity and a shift in macroeconomic conditions that could favor risk assets like bitcoin.
- The firm's optimism is driven by rising odds of Federal Reserve rate cuts, with markets pricing in a 93% chance easing next week, and improving liquidity conditions.
- Several recent institutional developments, including Vanguard's crypto ETF policy reversal and Bank of America's greenlighting of crypto allocations, have contributed to bitcoin's rebound from recent lows.
Coinbase Institutional has said crypto markets may be poised for a December recovery, citing improving liquidity and a shift in macroeconomic conditions that could favor risk assets like bitcoin BTC$89,860.54.
In a market note shared Dec. 6, the firm pointed to rising odds of a Federal Reserve rate cut next week, now priced at 93% on Polymarket and 86% on the CME’s FedWatch , as a central driver.
STORY CONTINUES BELOW
Don't miss another story.Subscribe to the Crypto Daybook Americas Newsletter today. See all newsletters
Sign me up
Liquidity conditions are also improving, based on Coinbase’s internal M2 index, which tracks monetary flows that impact asset prices. The firm had previously predicted a weak November followed by a rebound, citing similar indicators.
The note also flagged additional tailwinds that could support the rally, among them the expected bursting of the so-called AI bubble that hasn’t happened and a weaker U.S. dollar.
Though remaining lower for the week, bitcoin did manage to rise from its worst levels, perhaps fueled by institutional headlines like Vanguard’s crypto ETF policy reversal, Bank of America greenlighting its wealth advisers to recommend allocations of as much as 4% of portfolios in crypto.
CoinbaseBitcoin News
More For You
Protocol Research: GoPlus Security
Commissioned byGoPlus
What to know:
- As of October 2025, GoPlus has generated $4.7M in total revenue across its product lines. The GoPlus App is the primary revenue driver, contributing $2.5M (approx. 53%), followed by the SafeToken Protocol at $1.7M.
- GoPlus Intelligence's Token Security API averaged 717 million monthly calls year-to-date in 2025 , with a peak of nearly 1 billion calls in February 2025. Total blockchain-level requests, including transaction simulations, averaged an additional 350 million per month.
- Since its January 2025 launch , the $GPS token has registered over $5B in total spot volume and $10B in derivatives volume in 2025. Monthly spot volume peaked in March 2025 at over $1.1B , while derivatives volume peaked the same month at over $4B.
View Full Report
More For You
How Much Longer Until We Consider the Bitcoin Power Law Model Invalid?
As the gap between spot bitcoin price and the power law widens, investors are left questioning whether mean reversion is coming or if another cornerstone model is approaching its end.
What to know:
- Bitcoin has largely tracked its long standing power law trend this cycle, though it now trades about 32% below the model.
- Earlier models like stock to flow have already failed, with its current implied valuation near $1.3 million per bitcoin
Read full story
Latest Crypto News
How Much Longer Until We Consider the Bitcoin Power Law Model Invalid?
The Grandma Test: When Your Mom Can Use DePIN, Mass Adoption Has Arrived
Anthony Pompliano's Bitcoin Treasury Firm ProCap BTC Closes SPAC Merger Deal
Stablecoin Adoption Is ‘Exploding' — Here's Why Wall Street Is Going All-In
LUNC Surges Over 160% in a Week as Do Kwon Sentencing and Token Burns Draw Traders
Euro Stablecoin Market Cap Doubles in Year After MiCA, Study Finds
Top Stories
How Much Longer Until We Consider the Bitcoin Power Law Model Invalid?
Euro Stablecoin Market Cap Doubles in Year After MiCA, Study Finds
Anthony Pompliano's Bitcoin Treasury Firm ProCap BTC Closes SPAC Merger Deal
Small Texas Lender Monet Joining Field of Crypto-Focused Banks
U.S. Prosecutors Seek 12-Year Sentence for Terraform Founder Do Kwon in Crypto Fraud Case
Trump’s Security Strategy: Impact on Bitcoin, Gold, Bond Yields
Disclaimer: The articles reposted on this site are sourced from public platforms and are provided for informational purposes only. They do not necessarily reflect the views of MEXC. All rights remain with the original authors. If you believe any content infringes on third-party rights, please contact service@support.mexc.com for removal. MEXC makes no guarantees regarding the accuracy, completeness, or timeliness of the content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be considered a recommendation or endorsement by MEXC.
You May Also Like
Trading time: Tonight, the US GDP and the upcoming non-farm data will become the market focus. Institutions are bullish on BTC to $120,000 in the second quarter.
Daily market key data review and trend analysis, produced by PANews.
Share
PANews2025/04/30 13:50
Bitcoin ETFs Outpace Ethereum With $2.9B Weekly Surge
The surge follows a difficult August, when investors pulled out more than $750 million while rotating capital into Ethereum-focused funds. […] The post Bitcoin ETFs Outpace Ethereum With $2.9B Weekly Surge appeared first on Coindoo.
Share
Coindoo2025/09/18 01:15
the $63M White Whale of a tale
The post the $63M White Whale of a tale appeared on BitcoinEthereumNews.com. This weekend on crypto social media, memecoin traders spun yet another fantastic tale of leveraged trading meltdown. According to the still-being-written legend, crypto exchange MEXC locked $3 million belonging to famed crypto trader The White Whale. As he continued to amass money from leveraged trading despite the freeze, he claimed that he’d become so wealthy that if MEXC ever unfroze the funds, he’d give away the proceeds to the community. Then, on October 10, HyperLiquid liquidated $63 million of his then-larger assets amid a contentious pricing print from a data oracle. Though briefly devastated, MEXC eventually agreed to unlock his assets, prompting celebrations over his legendary return and, predictably, the creation of various memecoins. Smelling an opportunity, The White Whale decided to use some of his recently unlocked $3 million, earmarked for “the community,” to overtake one of these eponymous memecoins and add liquidity on its trading pairs. The White Whale of crypto Most crypto traders simply laughed as he attached cringe-worthy images of a white whale engaged in financial transactions to his trading commentary tweets. The laughter was appropriate, given how impossible it is to verify his narrative. So-called decentralized exchanges with limited know your customer requirements like HyperLiquid allow anyone to create an unlimited number of wallets and manipulate the pricing of markets across various wallets that they control. In other words, no one except the trader knows if someone has sole claim to a single wallet and username, or whether someone is using multiple wallets in order to craft a trading history for one of many usernames. The White Whale, like the titular whale in Herman Melville’s 1851 novel, Moby Dick, has become an obsession to many on social media, thanks to the fantastic sums of money at stake, the clownish images, and the ostensibly philanthropic, Phoneix…
Share
BitcoinEthereumNews2025/12/08 21:19