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ETF FLOWS: ETH and XRP spot ETFs saw net inflows on Dec. 3, while BTC and SOL spot ETFs saw net outflows. $BTC : - $14.9M $ETH : $140.16M SOL: - $32.19M XRP: $50.27M

The Bank of America Reversal The biggest indicator was an announcement of December pause by the heavyweight institutional investor voice, the Bank of America Global Research. BofA analysts reversed their call dramatically on December 2nd in a report to predict a 25 basis point cut. This was not a small change but a paradigm shift of the way they examined the economy. Their argument revolved on a single point U.S Labour Market. The Rationalisation: BofA used deplorable trends in privatising employment and poor indications in the labour survey in the recent past. It has changed to the storey of how to combat inflation to how to guarantee jobs. The "Waller" Put To make matters worse, Federal Reserve Governor Christopher Waller who is usually viewed as a signal of the consensus of the committee, commented in such a way that he was basically giving the green light to the cut. Another term defined by Waller as a possible loss is insurance against further undermining of the labour market. The market takes note when a hawk such as Waller begins discussing insurance cuts. This is in line with the concept of risk management that was used in recent Fed minutes, where a recession is more to be avoided than the final drops of inflation taken out of the system. The Data Surge (CME FedWatch) The market probability was affected immediately. Based on the CME FedWatch Tool which monitors the implied likelihood of rate change using the prices of the 30-Day Fed Fund futures: Last Week: There was a probability of 50-60 of a cut. Present Reality (Dec 3/4): The risk of a 25 basis point reduction shot up to 89.2. Important Lesson: Uncertainty cannot be tolerated in markets. In cases where the probabilities cross the line and hit the 80 percent mark, asset prices re-rate instantly as though the event has already occurred. The Reaction in the Market: Risk-On resurfaces: The assurance of cheaper money entering the system in December caused an automatic acquisition of increase in the assets that are sensitive to liquidity. Bitcoin & Crypto Surge Bitcoin ($BTC ): Rocketed more than 6 percent with regaining the price of 91,834. Ether ($ETH ): CRM: Beats BTC by 7 per cent and above. Why? Crypto consists of the purest proxy of global liquidity. Reduction of rate indicates a falling dollar and a lightening of the burden borrowing rates and capital flows into the high-beta assets. The fact that Bitcoin was already listed at a price of about $90k and above is a psychological affirmation of the fact that the bull run continues into 2026. Strategic Outlook: Positioning Yourself. The Federal Reserve sits on December 9-10. As the market is now pricing an approximate 90% probability that it would be set to go down, the easy money is probably already in the first spike. The plan going forward is as follows: Watch the "Sell the News" Risk Having had this high expectation the real announcement of a cut may turn into a sell the news event unless the Fed indicates more cuts early in 2026. When Powell becomes dovish (soft) in his press conference, the rally will continue. When he cuts and he sounds hawkish (strict), then we may experience a short run dip. Sector Rotation Winners Small-cap stocks (Russell 2000), Biotech, and Crypto assets are the ones that perform well in downward rates. Lossers: The dollar index (DXY) will continue to be unattractive, and emerging markets are now appealing. The Labor Data "Trap" According to BofA report, there were weak labour market conditions. Eve. pay special attention to the Non-Farm Payrolls report which will be issued this Friday. In case the data are too weak: The market can become paniced on the topic of a recession (bad on the stock, good on the bond). When the data is Goldilocks (soft but not collapsing): It is the ideal situation where a long term rally can be enjoyed. Summary The narrative has changed. The Fed is not only concerned on inflation anymore; they are also trying their best to avoid cracking of the labour market. Investors take this as a green light to the risk assets, which explains the phenomenon in the skyrocketing of Bitcoin and Ethereum. $BTC

以太坊基金会：主网Prysm客户端存在故障，需重新配置节点 12 月 4 日，以太坊基金会于2025年12月4日发布公告，提醒用户Prysm共识客户端在主网上存在问题。受影响的用户需要按照官方指引重新配置共识层(CL)节点。Prysm团队已确认问题并提供了快速解决方案，用户只需向信标节点添加特定标志即可，该修复适用于v7.0.0版本。 以太坊基金会强调，使用其他客户端的用户不受此问题影响，无需采取任何行动。

汇丰：目前使用的代币化存款私链标准已与以太坊兼容及ERC-20一致 12 月 4 日，据财新网报道，汇丰环球支付方案部本地及创新支付产品环球总监孙雷在专访中表示，汇丰已长期投放资源推进代币化存款业务，未来就算商业银行存款只有5%—10%代币化，也远远大于现在市场上任何加密货币的规模。