Markets stabilise but remain cautious: US equities (S&P 500, Dow Jones Industrial Average, Nasdaq 100) closed slightly lower after recovering most intraday losses, as easing fears around the Strait of Hormuz helped market sentiment.
Oil volatility drives macro narrative: Crude surged near $120 before reversing on de-escalation signals and potential easing of Iranian sanctions; bond yields stabilised (~4.25% US 10Y) while central banks (Federal Reserve, European Central Bank) maintain hawkish stances amid inflation risks.
Europe weaker, defensives lag: Stoxx Europe 600 fell 0.8% with sharp losses in defensives (food, healthcare, utilities), while banks and energy outperformed; ECB signals upside inflation risks and markets price further tightening.
Commodities & positioning shifts: Oil ends near flat after swings; gold drops sharply (-3.5%) on reduced rate-cut expectations; USD weakens broadly; focus turns to ~$5.7T options expiry (“triple witching”) and ongoing geopolitical risk.
US Spot ETF Flows
Asset
Daily Inflow
Daily Change
Weekly Inflow
Total Assets
Daily Volume
BTC ETFs
$-90.2M
-30.4%
$181.2M
$90.8B
$3.2B
ETH ETFs
$-131.2M
+136.3%
$-12.5M
$12.5B
$1.0B
SOL ETFs
$767K
-359.4%
$21.1M
$876.1M
$27.8M
US BTC Spot ETF Flows
US ETH Spot ETF Flows
US SOL Spot ETF Flows
Crypto Liquidations Summary
Liquidation Type
Value
% of Total
24h Change
Total Liquidations
$346.95M
-
$-86.53M (-19.96%)
Shorts
$96.87M
27.9%
$+28.96M (+42.64%)
Longs
$250.08M
72.1%
$-115.49M (-31.59%)
BTC
$147.26M
42.4%
$-8.18M (-5.27%)
ETH
$91.60M
26.4%
$-64.04M (-41.15%)
As of Thursday, Polymarket bettors are pricing in about 71% odds of BTC dropping below $55,000 before Dec. 31, a 13% increase from the previous day.
Solana DApps revenue falls to 18-month low.
Bybit launches yield-bearing tokenized gold product tied to Tether Gold (XAUT), expanding the RWA yield market.
The FBI warns of a fake FBI token on Tron, where scammers are impersonating the agency, telling users they are under investigation and must complete a check to avoid asset freezes, according to the FBI warning.
Gemini's shares surge 6% after hours on Q4 earnings report of $60.3 million, its highest quarterly revenue in three years.
