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SoftBank Group founder Masayoshi Son has downplayed his firm’s decision to dump its Nvidia position, saying he “was crying” to sell the shares. 

Crypto has entered a new phase, one defined less by speculative mania and more by structural transformation. Three forces are driving this shift: the accelerating flow of institutional capital, the rise of stablecoins as practical financial infrastructure, and the rapid fusion of AI with blockchain networks.

This convergence is already reshaping the market. Roughly 27% of new crypto startups are now building at the intersection of AI and blockchain, while major players such as Binance are rolling out AI-powered tools to strengthen user experience, improve surveillance, and modernize platform security. Far from being theoretical, the new crypto economy is taking shape in real time.

The Year of Institutional Adoption

The idea that traditional finance is still sitting out the crypto revolution no longer holds. If 2025 was the breakthrough year for institutional adoption, with firms like BlackRock, Fidelity, JPMorgan Chase, and Visa rolling out crypto products, then 2026 is shaping up to be the year those moves solidify into full-scale integration. What’s happening now isn’t exploratory. It’s a capital-backed expansion powered by regulated, accessible financial instruments that are pulling the sector deeper into the core of global finance.

In a recent interview at the Singapore Fintech Festival, Binance CEO Richard Teng discussed crypto’s maturation process over the last few years, “Last year with the introduction of ETF, and then the different corporates and institutions jumping on the bandwagon to embrace and support crypto. For the longest time, you’re saying that this is scammy, this is a go away, it’s a passing fad, but now it’s here to stay. Last year and this year, we saw a lot of institutional adoption, a lot of institutional allocation. This year, we saw digital asset treasuries coming through, the different treasuries trying to do allocation. But it’s not only the corporates now, it’s the foundations, the family office, and even the sovereigns setting up their strategic asset reserve to invest in the crypto. So, that mention of digital asset treasury companies coming in.”

The data paints a clear picture of this integration. To date, US spot Bitcoin ETFs have attracted acumulative total net inflow of $60.49 billion. Broadening the scope, Bitcoin and Ethereum exchange-traded products (ETPs) now hold over $175 billion in on-chain assets.

Corporate treasuries are also playing a significant role. Publicly traded companies now hold5.03% of the total Bitcoin supply. When combined with ETPs, these entities account for around 10% of both Bitcoin’s and Ethereum’s circulating supply, signaling deep and sustained commitment. This interest is further reflected in regulatory filings, where mentions of “stablecoins” grew by 64% in the months following key legislative developments, underscoring serious corporate evaluation of the technology.

The Convergence of Crypto and AI

You can trace the acceleration of AI and crypto’s convergence back to the launch of ChatGPT in 2022. Only 14% of crypto companies were building in the AI space in 2022, but that figure shot up to 27% by 2025. This boom in developer and investor activity has created a Web3 AI agent market nowvalued at $7.81 billion.

This trend is driven by a fundamental need. The AI sector is becoming increasingly centralized, with OpenAI and Anthropic controlling 88% of AI-native company revenue and just three tech giants dominating 63% of the cloud infrastructure market. Blockchains offer a necessary counterbalance, providing a decentralized, open, and permissionless foundation for AI development and operation.

Major market players are already creating value from this synergy.Binance has been actively integrating AI into its services and has launched features like the AI Token Report, a tool that produces clear token insights for users almost instantly. Its AI-enhancedSentiment Signals in Binance Wallet analyze social media conversations to provide a real-time gauge of market perception.

This strategic focus was confirmed by Binance VP of Product Jeff Li, “Binance has been actively exploring and integrating AI technologies across our products and services for some time now,” he stated. “We have been leveraging AI in multiple areas, from assisting with customer queries and enhancing platform and market surveillance to detecting and deterring misconduct and fighting scams.”

The Stablecoin Surge

Stablecoins have evolved far beyond their original use case as a tool for speculative trading. They now form a core component of the on-chain economy and are increasingly integrated into the global financial system. The scale of this adoption is immense, with stablecoins processing $46 trillion in total transaction volume over the past year.

Even when using a more conservative adjusted figure of $9 trillion to filter for organic activity, the throughput is more than five times that of PayPal. This growth is mirrored in the total stablecoin supply, which nowexceeds $300 billion.

Their macroeconomic significance is undeniable. Stablecoins now represent over 1% of all US dollars in circulation and collectively stand as the #17 largest holder of US Treasuries. With over $150 billion in holdings, stablecoin issuers hold more US debt than many sovereign nations.

This growth in both confidence and real-world use is underpinned by clearer rules. Thepassage of the GENIUS Act in the US, for instance, now gives issuers a distinct operational framework.

A Maturing Market on the Horizon

The takeaway from the a16z report is that the crypto industry has fundamentally matured. Three pillars support this new phase: a stable foundation built by institutional capital, next-generation financial rails constructed from the stablecoin boom, and new innovative frontiers unlocked by the convergence with AI.

It’s clear from 2025’s data that crypto is moving beyond speculation and cementing its role in the modern economy at an accelerating pace.

This article was written by IL Contributors at investinglive.com.

Fundamental
Overview

The USD has been weakening
across the board ever since Fed’s Williams endorsed a December rate cut. The
greenback then extended the losses further last week following soft ADP data
and a Bloomberg report saying that Hassett emerged as the frontrunner for the
Fed Chair position.

The probability for a
December cut is now at 87%, which makes it a done deal. We won’t get much data
before the FOMC meeting, so the focus will likely be mainly on jobless claims
and ADP data, which haven’t been showing any strong improvement.

Weak data should keep
weighing on the greenback, while strong data could provide some short-term reprieve.
At the end of the day though, it’s all about the FOMC decision now and the
following NFP and CPI reports.

On the EUR side, nothing
has changed fundamentally. The ECB policymakers continue to repeat that the
current policy is appropriate and that they won’t respond to small or shot-term
deviations from their 2% target. The recent Eurozone data has been supporting
the central bank neutral stance.

EURUSD Technical
Analysis – Daily Timeframe

On the daily chart, we can
see that EURUSD has been trading in basically a 150-pip range since October as
the lack of key US data releases and no big changes in macro fundamentals
suppressed the volatility.

The price is slowly
approaching the key swing point around the 1.1669 level and that’s where we can
expect the sellers to step in with a defined risk above the level to position
for a drop back into the 1.15 handle. The buyers, on the other hand, will want
to see the price breaking higher to increase the bullish bets into the 1.1728
level next.

EURUSD Technical
Analysis – 4 hour Timeframe

On the 4 hour chart, we can
see that we have an upward trendline defining the bullish momentum. We can
expect the buyers to lean on the trendline with a defined risk below it to keep
pushing into new highs. The sellers, on the other hand, will look for a break
lower to pile in for a drop into the 1.15 handle next.

EURUSD Technical
Analysis – 1 hour Timeframe

On the 1 hour chart, there’s not much else we can add here as the buyers
will have a better risk to reward setup around the trendline, while the sellers
should get more conviction for more downside on a break below the trendline. The
red lines define average daily range for today.

Upcoming
Catalysts

Today we get the Eurozone Flash CPI. Tomorrow, we have the US ADP and the US
ISM Services PMI. On Thursday, we get the latest US Jobless Claims figures. On
Friday, we conclude the week with the University of Michigan Consumer Sentiment
report.

This article was written by Giuseppe Dellamotta at investinglive.com.

Bitcoin Futures Technical Analysis For Today With tradeCompass

December 2, 2025

In a nutshell, for today’s bitcoin traders (reminder: prices are in bitcoin futures, BTC1! or MBT)

Bullish above: 88,035
Bearish below: 86,765
Current price at the time of this analysis: 87,060
Primary bias: Neutral to bearish while below 88,035 and sitting close to the bearish threshold

Bearish partial targets:
86,365
85,810
84,975
82,220
80,000

Bullish partial targets:
89,065
90,350
92,140
Extended swing target: 95,650

1. Market context and directional bias

Bitcoin futures are trading at 87,060, about 1.52 % above yesterday’s close. Despite the small bounce, the broader performance remains clearly bearish:

• Down 22.5% over the last 3 months

• Down 20% over the last month

• Down just over 9% year to date

• Down just over 12% compared to one year ago

Momentum has not shifted to a long term bullish posture yet. Many traders are watching the November 21 low at 80,750, asking whether it was the washout they have been waiting for, and whether Bitcoin can realistically return to its all time high near 127,000 from here.

For now, tradeCompass does not take such a distant view. Instead, it maps out the intraday and swing levels that matter most today.

Bitcoin is currently trading quite close to the bearish threshold at 86,765.
Price below 86,765 keeps the bearish plan active.
Price above 88,035 activates the bullish plan.

Everything in between is “no man’s land”, which traders should treat with caution.

2. Bearish plan: active below 86,765

Below 86,765, traders may consider short entries at their own discretion. Confirmation varies by trader preference; some look for two candle closes, others use momentum checks or fast microstructure cues.

Bearish partial profit levels:

• TP1: 86,365
  This is a quick risk mitigation target, sitting just above yesterday’s VWAP.
  Given the recent sharp drop on November 30 and the likelihood of range dynamics, move the stop to entry after TP1, not TP2.

• TP2: 85,810
  Just above yesterday’s point of control. Often a zone where counterflow activity or algorithmic absorption emerges.

• TP3: 84,975
  Located above yesterday’s low and near a notable liquidity pocket. A clean level for more structured profit taking.

Additional bearish targets for those seeking more distance:

• 82,220
  A mid range algorithmic reaction zone. Optional, but valid for those who want a structured step between 85k and 80k.

• 80,000
  The well known round number. Some traders place their target slightly above or slightly below. Round numbers often attract large order clusters.

Stop placement for the bearish side
Stops should sit just above the bearish activation zone with a small buffer, never beyond the bullish threshold at 88,035. If price crosses 88,035, the bearish idea is invalid.

3. Bullish plan: active only above 88,035

The bullish scenario activates only if Bitcoin futures clear 88,035 and sustain above it.

Bullish partial profit levels:

• TP1: 89,065
  Close enough for quick risk reduction. After TP1 is reached, move the stop to entry to neutralize downside risk.

• TP2: 90,350
  A natural continuation zone for buyers, especially if order flow supports the breakout.

• TP3: 92,140
  The final upside level within today’s structured tradeCompass map. Profit taking here aligns with professional practice, not an attempt to predict the ceiling.

Extended upside for swing traders or late readers:

• 95,650
  Not part of the three defined intraday targets, but a meaningful reference level if buyers follow through days later.

Stop placement for the bullish side
Stops should sit just below the bullish threshold with a modest buffer, but never below 86,765, the bearish threshold. If price loses 86,765 again, your bullish narrative is invalid.

4. Applying the tradeCompass map

Bitcoin is still emotionally charged for many retail traders. The last weeks remind us that non professionals often aim for “one giant target”, but markets rarely deliver that outcome cleanly.

tradeCompass emphasizes:

• Defined entry thresholds

• Structured partial profit levels

• Early risk reduction during range periods

• One trade per direction per day to avoid overtrading

• Neutralizing risk by moving the stop to entry after TP1 today (due to range conditions)

• Never placing a stop beyond the opposite threshold

If you want to trade more professionally, partial profit taking is essential. It keeps you alive during choppy sessions and gives you the flexibility to catch runners without emotional stress.

5. Short educational reminder: how to think about the thresholds

Bullish and bearish thresholds act as navigation lines, not predictions.
Price behavior near those lines is often more important than any individual indicator.

• If price approaches the bearish line but cannot sustain below it, it often signals short term buyer strength or seller exhaustion.

• If price approaches the bullish line but fails repeatedly, it tells you buyers are not ready.

• These thresholds help you shift between bullish and bearish plans with clarity instead of guessing.

• They also help define your stop placement logically.

When you combine thresholds with partial profit taking, you get a professional framework for day to day execution.

6. Trade management reminders for Bitcoin Traders

• Move your stop to entry once TP1 hits today, on both sides.

• After TP2, stops should always be at breakeven as a rule.

• Never set stops beyond the opposite threshold.

• Avoid overtrading the chop between 86,765 and 88,035.

• As always, take one trade per direction per tradeCompass.

7. Professional disclaimer

This Bitcoin futures analysis with tradeCompass at investingLive.com is for educational and informational purposes only. It is not financial advice and does not account for your financial circumstances. All trading carries risk, including the risk of losing more than your initial investment. Always trade at your own discretion and use this only as an additional decision support layer.

This article was written by Itai Levitan at investinglive.com.

Italy Unemployment below expectations (6.1%) in October: Actual (6%)

USD/JPY steadied after BoJ Governor Ueda signaled a possible December rate hike, lifting market expectations to an 81% probability. Pair was last seen at 155.98 levels, OCBC’s FX analysts Frances Cheung and Christopher Wong note.

The US Dollar (USD) recovered in New York after earlier losses in Europe, supported by safe-haven flows amid broad risk-off conditions, ING’s FX analyst Francesco Pesole notes.

In starting off, Credit Agricole points to the notion that the dollar has typically performed poorly in December – noting that the greenback has dropped in ~70% of the last 25 years. The trend is particularly evident against the CHF while the dollar has largely held up only against the likes of the JPY and CAD.

Well, they’re not wrong as December is the worst performing month for USD/CHF as seen by the seasonal heatmap below:

Credit Agricole notes that year-end weakness in the dollar typically stems from repatriation flows by foreign investors in USD-denominated assets, alongside exporters bringing back dollar revenues to their home currencies.

And coupled with the fundamental backdrop of rising global trade flows, which typically correlates negatively with the dollar, the firm expects additional dollar selling this year in December. Credit Agricole points to these flows being somewhat similar to what we saw in Q1 2025 when there was a frontrunning in terms of US exports before tariffs that triggered negative hedging and repatriation flows in the dollar.

Besides that, the firm also anticipates that record foreign inflows into US equities and fixed income in 2025 should boost year-end profit repatriation. In other words, they expect that to contribute to increased outflows from the dollar before we turn the calendar page to 2026. All part of corporate window dressing of course, in all likelihood.

This article was written by Justin Low at investinglive.com.