Altcoin Relief Rally, Whales Moving Size, and Stablecoin Backbone: Late-Cycle Crypto Market Insights

20/12/2025 3 min
Altcoin Relief Rally, Whales Moving Size, and Stablecoin Backbone: Late-Cycle Crypto Market Insights

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Episode Synopsis

The Blockchain Revolution: Cryptocurrency & DeFi Insights podcast.Bitcoin and the broader crypto market spent the past week in that classic “it’s not a crash, but it sure doesn’t feel great” zone, and it’s giving us some sharp insights into where the next big DeFi and crypto moves might come from. I’m Crypto Willy, let’s unpack it.According to Binance Research’s weekly market commentary, total crypto market cap slipped back under the big psychological **$3 trillion** line, dropping from about **$3.07 trillion** to roughly **$2.88 trillion**, around a 5% slide week over week. Bitcoin bounced off that heavy **$94,000** resistance and even lost the **$86,000** support, while flows out of the big **Bitcoin and Ethereum ETFs** hit hundreds of millions of dollars. At the same time, U.S. funds were quietly rotating into **Solana** and **XRP**, a signal that some big players see the next leg of the public-chain story happening beyond just BTC and ETH.On-chain and sentiment-wise, Santiment’s “This Week in Crypto” recap shows **Bitcoin down ~5%** and **Ethereum down ~9%** over the week, with many altcoins getting hammered even harder. But here’s the twist: privacy veteran **Monero (XMR)** actually climbed about **5%**, and social chatter spiked around **Binance Coin (BNB)** and **XRP** even as total market cap fell about **6%** while trading volume rose around **2%**. That combo—falling cap, rising volume—usually screams “selling pressure,” not quiet accumulation.Analysts like Maksim from Santiment argue we still haven’t seen real capitulation yet; traders are weirdly optimistic for how red the charts look, and he thinks **Bitcoin might need to retest the ~$74,000 zone** before a convincing bottom forms. At the same time, he and Brian point out that **Bitcoin is still down roughly 5.5% year-to-date**, so the usual end-of-year tax selling may be muted. In DeFi terms, that’s a setup for a potential **altcoin catch‑up rally** if BTC can just go sideways for a bit—especially for names like **Cardano (ADA)**, which is down over **50%** since October compared to Bitcoin’s ~30% slide.Macro-seasonality is also back in the chat. Binance Research notes that historically, Bitcoin has an **80% “hit rate” for gains in the week before Christmas**, with a modest average return of about 1%. Then we typically enter a low-liquidity “noise regime” from Christmas to New Year, where moves can be sharp and weird, followed by a decent chance of a **New Year reallocation bounce** in early January. For DeFi, that often means TVL and yield opportunities briefly reshuffle as fresh capital rotates into new narratives and higher-risk pools.On the infrastructure and “crypto plumbing” side, Coinbase spent the week reminding Wall Street that it’s not just an exchange. Industry coverage reports Coinbase emphasizing that **stablecoins powered around $9 trillion in adjusted transaction volume this year**, and citing Citi’s projection that the stablecoin market could hit **$1.9 trillion by 2030**. Coinbase is rolling out **stablecoin‑as‑a‑service** tools so businesses—think fintech names like Klarna—can spin up their own digital dollars. For DeFi builders, that is fuel: more real-world dollar rails feeding into on-chain lending, payments, and liquidity pools.So zooming out: we’ve got a market sliding but not panicking, altcoins bruised but setting up for potential relief, whales still moving size, and TradFi players like Coinbase quietly wiring up the stablecoin backbone that DeFi needs for the next cycle. Classic late‑cycle, pre‑reset energy.Thanks for tuning in with me, Crypto Willy. Come back next week for more Blockchain Revolution, Cryptocurrency, and DeFi insights. This has been a Quiet Please production, and for more from me, check out QuietPlease dot AI.Get the best deals https://amzn.to/3ODvOtaThis content was created in partnership and with the help of Artificial Intelligence AI

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