2026-01-12 14:30:54

December market snapshot shows institutions making serious moves while retail sentiment stays cautious. The DTCC got SEC clearance for tokenization—a watershed moment for settlement infrastructure. JPMorgan didn't waste time, rolling out its tokenized fund directly on Ethereum. These aren't small steps; they signal traditional finance taking on-chain infrastructure seriously.

Meanwhile, Bitcoin ETFs saw roughly $1 billion in tax-loss harvesting outflows as year-end approached. Natural year-end flow dynamics. On the Ethereum side, the Fusaka upgrade rolled through, continuing the network's efficiency improvements.

The month painted a picture of consolidation: institutional adoption accelerating while retail capital remained selective. Low volumes overall, but the quality of moves mattered more than quantity. December's real story wasn't noise—it was where the serious money was positioning itself.

ETH2,1%

BTC1,93%

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CryptoPhoenix

· 01-14 10:11

Wait a minute, are institutions really quietly accumulating? What are we retail investors still watching? DTCC approval, JPMorgan going on Ethereum... these are not small moves; this is traditional finance surrendering to on-chain infrastructure. The end-of-year Bitcoin ETF bleed is normal, don’t be scared, the real show is just beginning. Low trading volume doesn’t mean there’s no opportunity; on the contrary, it indicates that the value trough is waiting for us to discover. Keep a steady mindset, this is a test of cycling through the market.

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DecentralizeMe

· 01-14 00:46

Institutions are quietly positioning themselves, retail investors are still on the sidelines, interesting

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ContractTester

· 01-12 19:31

JPM on the chain is really no joke, but retail investors are still watching the show. The gap...

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ReverseFOMOguy

· 01-12 14:48

Institutions are quietly making big profits, while retail investors are still struggling with whether the price will fall or not... The gap is truly remarkable.

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SneakyFlashloan

· 01-12 14:44

JPMorgan going on the blockchain... It's really that traditional finance can't hold back anymore, Ethereum has become the territory of the "mainstream forces."

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Layer2Arbitrageur

· 01-12 14:43

lmao jpm finally stopped larping and actually deployed on ethereum. but let's be real—those $1b btc etf outflows? mathematically predictable tax-loss harvesting. retail still sleeping while institutions stack the basis. fusaka bump is nice but where's the real gas optimization? anyone actually calculating the arbitrage windows between settlement layers here...

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