According to BlockBeats, there is speculation that the Bank of Japan may raise interest rates this month, yet market participants continue to bet on the yen's weakness. Traders from Bank of America, Nomura Holdings, and RBC Capital Markets indicate that investor positions reflect this sentiment. Citigroup's "pain index" for the yen remains in negative territory, highlighting ongoing negative sentiment towards the currency. Despite Bank of Japan Governor Kazuo Ueda hinting at a possible rate hike and reports suggesting the central bank is prepared to act if the economy or financial markets remain stable, investors maintain a bearish outlook on the yen. This is attributed to the expectation that Japan's yields will remain significantly lower than those in the U.S., favoring the dollar. Ivan Stamenkovic, Head of G-10 Currency Trading for Asia-Pacific at Bank of America, stated, "Positions still favor a rise in USD/JPY by year-end unless the Bank of Japan delivers a genuine surprise." He added that Ueda's hawkish remarks have sparked discussions about the currency pair, but there has been no substantial shift in market sentiment.

According to ChainCatcher, French President Emmanuel Macron has expressed concerns over the increasingly relaxed regulatory environment for cryptocurrencies in the United States, warning that it could lead to financial instability. Macron highlighted the potential global risk spillover, noting that stablecoins are often backed by U.S. dollar assets. He also urged the European Central Bank (ECB) to reform its monetary policy to address emerging financial risks.

현재 암호화폐 시장은 극도로 분열되어 있습니다. 시장의 한 쪽에서는 "약세장이 시작되었다, 정점 이후 1년 후에 폭락이 올 것이다"라고 외치는 반면, 다른 쪽에서는 실제 시장 신호에 집중하고 있습니다.

According to BlockBeats, despite the market's anticipation of another interest rate cut by the Federal Reserve, which has driven U.S. stocks close to historical highs, the real catalyst for the bull market in stocks and other risk assets may not be interest rates. The key factor could be how the Federal Reserve manages its substantial balance sheet and whether it injects new liquidity into the market. Last Friday, the global rates strategy team at Bank of America expressed their expectation that the Federal Reserve will announce this week a plan to purchase Treasury bills with maturities of one year or less at a monthly pace of $45 billion starting in January, as part of its "reserve management operations." Others believe that more time might be needed and that the Federal Reserve may not need to take extensive actions to keep the market running smoothly. Roger Hallam, global head of rates at Vanguard Fixed Income Group, anticipates that the Federal Reserve will begin purchasing Treasury bills at a monthly rate of $15 billion to $20 billion by the end of the first quarter or early second quarter next year. Kelly from PineBridge expects the Federal Reserve to cut interest rates by 25 basis points on December 10, bringing the policy rate to a range of 3.5%-3.75%, moving closer to the historical neutral rate of around 3% aimed at maintaining economic stability.

This week delivered major cross-chain upgrades, governance shifts, high-stakes exploits, and record-breaking volumes across DeFi and infrastructure networks. Data and events were compiled by Wu Blockchain, highlighting where capital, development, and risks are moving across the industry. source: https://www.ethnews.com/this-week-in-crypto-major-moves-upgrades-and-shifts/

Leading cryptocurrencies rallied, while stock futures were little changed on Sunday, as investors geared up for the Federal Reserve’s interest rate announcement. source: https://www.benzinga.com/crypto/cryptocurrency/25/12/49249442/bitcoin-ethereum-xrp-gain-while-dogecoin-trades-flat-sunday-rally-a-great-sign-says-analyst?utm_source=cryptopanic.com&utm_campaign=partner_feed&utm_medium=partner_feed&utm_content=site

According to ChainCatcher, court documents reveal that the Canada Revenue Agency (CRA) has collected over 100 million Canadian dollars through crypto-related audits over the past three years. Despite this, no criminal charges have been filed since 2020, highlighting structural limitations in the country's enforcement capabilities. The report notes that the CRA has a dedicated team of 35 crypto auditors who have handled more than 230 cases. It is estimated that approximately 40% of taxpayers using crypto platforms have either not declared their taxes or pose a high compliance risk. However, the agency's chief crypto auditor admitted in an affidavit that the CRA finds it challenging to reliably identify taxpayers in the crypto sector and assess their compliance with income tax obligations. Additionally, the report states that the CRA has obtained court orders to request data from Dapper Labs, the NFT company behind NBA Top Shot and CryptoKitties, for 2,500 users. Initially, the CRA sought information on Dapper's top 18,000 users but narrowed the scope to 2,500 after negotiations with company executives and lawyers. The CRA filed the application with the Canadian Federal Court in September, marking the second time the court has required a Canadian crypto company to disclose such information. A similar order was issued in 2020 to Toronto-based exchange Coinsquare.

Key TakeawaysBitcoin price consolidation near $91K with mixed technical signalsMacro uncertainty builds ahead of the Federal Reserve meetingTraders monitor $92,387 30-day SMA and $89K support for directionBitcoin Rebounds As ETF Inflows ReturnBitcoin hovered near $91,000 after recovering from a dip toward the mid-$80,000s earlier in the week. The latest catalyst was a surge in U.S. spot Bitcoin ETF demand. Funds recorded $54.79M in inflows on December 5, reversing significant prior outflows and signaling improving institutional confidence.ARK Invest’s ARKB led with $88M in inflows, even as other issuers saw rotation. The return of ETF engagement added support to short-term bullish momentum, helping BTC reclaim key averages.Spot exchange activity, however, continued to cool, contributing to a narrow trading range near the $90K–$92K zone. Technical Picture Shows Mixed MomentumThe technical indicators reveal a mix of strength and caution.Source: TradingViewEMA (10): 90,481 and SMA (10): 90,454 – both supportive of short-term stabilitySMA (20): 89,370 – remains a firm nearby floorSMA (30): 92,387 – immediate resistance and a key marker for broader trend improvementLonger-term averages such as the SMA (100): 106,506 and SMA (200): 109,093 continue to lean defensiveOscillators show balanced conditions: RSI at 46, Stochastic at 62, and Momentum at 224 indicating mild upward interest. The MACD level at −2,051, though still negative, aligns with recent signs of stabilizing market structure. Macro Landscape: Rate Cut Expectations In FocusMarket attention has tightened around the December Federal Reserve meeting, to begin tomorrow. Traders priced a very high probability of a 0.25% rate cut, fueling expectations of increased dollar liquidity.A softer policy stance could strengthen the digital asset narrative, though Bitcoin’s −11.43% 30-day performance reflects lingering uncertainty.Prediction platforms show a split among traders: some expect year-end prices near $80K, others eye $95K, while a smaller group targets $100K sometime before 2026. This reflects low-confidence positioning ahead of major macro announcements. Analyst Insights Shape Forward LevelsVeteran analyst Peter Brandt highlighted a broadening formation, suggesting potential rotation rather than a breakout. He monitors $80,200 as a crucial support, with a deeper marker near $58,800 if broader selling pressure re-emerges.Other analysts focus on $89,000 as a stability zone. Reclaiming and holding above that level has remained important for maintaining constructive market sentiment. A move through the 30-day SMA at 92,387 would mark a stronger shift in trajectory. Market Outlook: What to Watch Amid FOMC CatalystBitcoin’s near-term path likely comes down to:Whether ETF inflows remain steadyHow the FOMC frames 2025 policyWhether BTC can break above $92,387 or risks a slump back toward $89K

이번 조치에 참여한 13개 부처와 7개 협회는 단호한 태도를 보이면서도 합리적인 규제 지혜를 고민하고 있습니다.

미국 경제는 부채-인플레이션의 악순환에 빠져 있으며 2025년 수치는 이미 경종을 울리고 있습니다. 2026년을 내다보면 미국 경제는 부채, 인플레이션, 성장률이라는 '트릴레마'에 직면해 있습니다.

골든 파이낸스는 암호화폐 및 블록체인 업계 뉴스레터인 골든 모닝 8호, 2902호를 발행하여 가장 빠르고 최신의 디지털 화폐 및 블록체인 업계 뉴스를 제공합니다.

앞으로 주목해야 할 흥미로운 점은 프라이버시를 우선시하는 결제 중심의 블록체인이 어떻게 진화할지입니다.

JP모건의 애널리스트 팀(수석 전략가 니콜라오스 파니기르조글루가 이끄는)이 12월 4일에 리서치 노트를 발표했습니다.

프로젝트, 에이전트, 암호화폐 에이전트는 차세대 트렌드 골든 파이낸스, 에이전트파이가 자동으로 수익을 최적화하고 트레이딩 전략을 간소화합니다.

2025년 11월, MS는 "핀테크를 통한 금융 포용: 디지털 결제에서 플랫폼 투자까지"一文。

외환 시장은 제가 생각했던 '교환 시장'과는 전혀 다릅니다. 더 정확하게 말하면, 매일 거래되는 7조 5,000억 달러의 거래량 중 대부분은 '교환'이 아니라 보이지 않는 방대한 글로벌 달러 대출 및 차용 네트워크입니다.

금융은 서구에서 사회 동원의 수단으로 '국가-사회' 이분법이나 심지어 적대 관계의 맥락에서만 놀라운 효과를 발휘할 수 있지만, 동질적인 동양의 대국에서는 사회 동원이 수학적 공학과 거버넌스 역량에 의존합니다.