Author: 0xBrooker Amid a liquidity crisis and the "cyclical curse," BTC, after experiencing a tumultuous November, found a brief respite in December. On the one hand, with the probability of a December rate cut returning to over 80%, the Federal Reserve halted QT and began releasing liquidity into the market in small amounts, and the Treasury's TGA account also began disbursement; on the other hand, panic selling and large-scale losses have come to an end. While panic selling pressure has decreased, the BTC price remains stagnant due to weak buying power. More than 34% of on-chain BTC is in a loss-making state. DAT leader Strategy has reduced its purchases and signaled to the market that it is entering a defensive state. BTC ETF channel funds are still in a high-beta asset aversion period, with outflows exceeding inflows. This week's economic and employment data maintained the baseline scenario of a "soft landing" for the US economy, transitioning from "overheating" to a "moderate slowdown." Although Nvidia's stock price remains significantly below its previous high, the three major stock indexes continue their upward recovery, approaching their previous highs. The short-term macro liquidity inflection point has emerged. After the Fed cuts interest rates by 25 basis points next week, whether the Fed releases a "dovish" or "hawkish" signal at its regular meeting will have a significant impact on short-term market volatility, but the medium-term outlook remains stable. In addition, the Bank of Japan is highly likely to raise interest rates in December, which will also have some impact on the US stock market, but the impact will not be comparable to the Carry Trade shock in 2024. The situation is even more dire for the crypto market, which suffers from a severe lack of intrinsic value accumulation. While the long-term trend of increased asset allocation remains, short- to medium-term sentiment has already subsided. Greater macro liquidity or a surge in new allocation enthusiasm is needed to attract more capital inflows to absorb the selling pressure generated by long-term investors locking in profits. The current balance is more of a respite after the impulsive sell-off. Until we see a further reversal in the buying and selling trends, we maintain our assessment that the probability of a "bull-to-bear" market shift is greater than a "mid-term correction." Policy, macro-financial and economic data The first major data release since the US government shutdown ended—the September PCE data—was released late on Friday. Core PCE rose 2.8% year-on-year, slightly below the expected 2.9%, while nominal PCE remained in the 2.7%-2.8% range, reinforcing the narrative of "inflation slowly declining but still above the 2% target." Because October PCE data is permanently unavailable, and November data will not be released until after the Fed's December policy meeting, September PCE data becomes the only reference point before the December 10th policy meeting. The lower-than-expected inflation data strengthens expectations of a December rate cut, and even continued rate cuts into 2026. On the employment front, the ADP report showed that U.S. private sector employment fell by 32,000 in November, a stark contrast to the previous month's (October) figure, which was revised upwards from +47,000. The market had previously expected a slight increase of around 10,000. Structurally, certain high-discretionary consumer sectors within the service sector significantly dragged down employment, consistent with the market's assessment that "marginal demand is slowing, but has not yet fully collapsed." For the FOMC, this signals a "cooling of employment rather than an out-of-control deterioration"—strengthening the case for interest rate cuts, but insufficient to justify aggressive easing. Initial jobless claims fell to 191,000 this week, the lowest level since September 2022, but continuing claims rose to 1.94 million, a slow increase. Companies are increasingly inclined to "hire fewer people and control new job creation" (long-term hawkish), but there have been no large-scale layoffs; the overall situation is a slow cooling-off phase of "no layoffs, no hiring" (short-term systemic risks are manageable). This also supports interest rate cuts, but a judgment of aggressive easing is unnecessary. FedWatch Tool: Changes in the Probability of a 25 Basis Point Rate Cut in December After a month of rollercoaster trading, based on economic and employment data and statements from Federal Reserve officials, the market widely expects the Fed to cut interest rates by 25 basis points at the FOMC meeting on December 10th. The impact on the market will primarily be reflected in the subsequent dovish/hawkish statements. If the guidance is dovish, it will provide an upward boost to high-beta assets like the Nasdaq and Bitcoin. If the guidance is hawkish, significantly downplaying expectations of further easing, then the current pricing of risk assets based on "continuous rate cuts + soft landing" will need to be adjusted downwards. The impact on Bitcoin, which already has a high leverage structure and a large proportion of unrealized losses, is likely to be significantly greater than on traditional assets. Crypto Market This week, BTC opened at $90,364.00 and closed at $94,181.41, up 0.04% for the week, with a volatility of 11.49%, and trading volume was the same as last week. BTC daily chart Based on the "EMC Labs BTC Cycle Analysis Model", we believe that the main reason for this round of BTC adjustment is the exhaustion of short-term liquidity + fluctuations in medium-term liquidity expectations, coupled with long-term selling driven by cyclical patterns. On November 21st, following Federal Reserve Chairman John Williams' statement that "there is room for further interest rate cuts in the near future," US stocks and Bitcoin rebounded from their lows. Subsequently, the three major US stock indices gradually recovered their losses, approaching their previous historical highs. However, after rebounding 4.1% last week, Bitcoin lost momentum again and entered a period of fluctuation. The fundamental reason lies in the continued extreme shortage of liquidity, and the failure of both buyers and sellers to truly reverse their behavior. On December 1st, the Federal Reserve suspended QT and provided approximately $16.5 billion in short-term liquidity through temporary repurchase agreements (Repo). The U.S. Treasury conducted two U.S. Treasury bond repurchase operations, totaling $14.5 billion. This slightly alleviated short-term market liquidity, but was insufficient to stimulate inflows into high-beta assets like BTC. FedNet Liquidity While the Fed Net Liquidity index has rebounded somewhat, it remains at a low level, and its suppression of high-beta assets has not fundamentally improved. In terms of funding, the overall cryptocurrency market has shifted from outflows to inflows over the past two weeks, with $3.146 billion flowing in last week and $2.198 billion this week. This is the fundamental reason why BTC has been able to shift from a downward trend to a sideways movement. Crypto Market Fund Inflows and Outflows Statistics (Weekly) However, looking specifically at the BTC ETF channel, which plays a greater role in BTC pricing, we can see that it still recorded an outflow of $0.84 billion this week. On the selling front, the scale of both long and short position selling has decreased rapidly, but long position selling is still ongoing this week. This indicates that although the phase of clearing is nearing its end, long position profit-taking selling has not stopped under the "curse of cyclical laws". Long and short position selling and CEX inventory statistics The pause in long-term selling may offer a possibility for a market rebound. Looking at on-chain data from the past two weeks alone, passive buying pressure remains, with over 40,000 BTC transferred out of exchanges. This ebb and flow of selling and buying power provides a possibility for market stabilization and a rebound. However, a true market turnaround requires the return of active buying power. This necessitates a substantial improvement in macro liquidity and a genuine recovery in demand for BTC. One piece of good news in this regard is that in November, Texas made its first purchase of about $5 million worth of BTC ETF products through spot ETFs to replenish its BTC reserves. Although this is not enough to offset ETF redemptions, it has a positive demonstration effect on market sentiment. Cyclical Indicators According to eMerge Engine, the EMC BTC Cycle Metrics indicator is 0, indicating that it has entered a "downtrend" (bear market).Author: 0xBrooker Amid a liquidity crisis and the "cyclical curse," BTC, after experiencing a tumultuous November, found a brief respite in December. On the one hand, with the probability of a December rate cut returning to over 80%, the Federal Reserve halted QT and began releasing liquidity into the market in small amounts, and the Treasury's TGA account also began disbursement; on the other hand, panic selling and large-scale losses have come to an end. While panic selling pressure has decreased, the BTC price remains stagnant due to weak buying power. More than 34% of on-chain BTC is in a loss-making state. DAT leader Strategy has reduced its purchases and signaled to the market that it is entering a defensive state. BTC ETF channel funds are still in a high-beta asset aversion period, with outflows exceeding inflows. This week's economic and employment data maintained the baseline scenario of a "soft landing" for the US economy, transitioning from "overheating" to a "moderate slowdown." Although Nvidia's stock price remains significantly below its previous high, the three major stock indexes continue their upward recovery, approaching their previous highs. The short-term macro liquidity inflection point has emerged. After the Fed cuts interest rates by 25 basis points next week, whether the Fed releases a "dovish" or "hawkish" signal at its regular meeting will have a significant impact on short-term market volatility, but the medium-term outlook remains stable. In addition, the Bank of Japan is highly likely to raise interest rates in December, which will also have some impact on the US stock market, but the impact will not be comparable to the Carry Trade shock in 2024. The situation is even more dire for the crypto market, which suffers from a severe lack of intrinsic value accumulation. While the long-term trend of increased asset allocation remains, short- to medium-term sentiment has already subsided. Greater macro liquidity or a surge in new allocation enthusiasm is needed to attract more capital inflows to absorb the selling pressure generated by long-term investors locking in profits. The current balance is more of a respite after the impulsive sell-off. Until we see a further reversal in the buying and selling trends, we maintain our assessment that the probability of a "bull-to-bear" market shift is greater than a "mid-term correction." Policy, macro-financial and economic data The first major data release since the US government shutdown ended—the September PCE data—was released late on Friday. Core PCE rose 2.8% year-on-year, slightly below the expected 2.9%, while nominal PCE remained in the 2.7%-2.8% range, reinforcing the narrative of "inflation slowly declining but still above the 2% target." Because October PCE data is permanently unavailable, and November data will not be released until after the Fed's December policy meeting, September PCE data becomes the only reference point before the December 10th policy meeting. The lower-than-expected inflation data strengthens expectations of a December rate cut, and even continued rate cuts into 2026. On the employment front, the ADP report showed that U.S. private sector employment fell by 32,000 in November, a stark contrast to the previous month's (October) figure, which was revised upwards from +47,000. The market had previously expected a slight increase of around 10,000. Structurally, certain high-discretionary consumer sectors within the service sector significantly dragged down employment, consistent with the market's assessment that "marginal demand is slowing, but has not yet fully collapsed." For the FOMC, this signals a "cooling of employment rather than an out-of-control deterioration"—strengthening the case for interest rate cuts, but insufficient to justify aggressive easing. Initial jobless claims fell to 191,000 this week, the lowest level since September 2022, but continuing claims rose to 1.94 million, a slow increase. Companies are increasingly inclined to "hire fewer people and control new job creation" (long-term hawkish), but there have been no large-scale layoffs; the overall situation is a slow cooling-off phase of "no layoffs, no hiring" (short-term systemic risks are manageable). This also supports interest rate cuts, but a judgment of aggressive easing is unnecessary. FedWatch Tool: Changes in the Probability of a 25 Basis Point Rate Cut in December After a month of rollercoaster trading, based on economic and employment data and statements from Federal Reserve officials, the market widely expects the Fed to cut interest rates by 25 basis points at the FOMC meeting on December 10th. The impact on the market will primarily be reflected in the subsequent dovish/hawkish statements. If the guidance is dovish, it will provide an upward boost to high-beta assets like the Nasdaq and Bitcoin. If the guidance is hawkish, significantly downplaying expectations of further easing, then the current pricing of risk assets based on "continuous rate cuts + soft landing" will need to be adjusted downwards. The impact on Bitcoin, which already has a high leverage structure and a large proportion of unrealized losses, is likely to be significantly greater than on traditional assets. Crypto Market This week, BTC opened at $90,364.00 and closed at $94,181.41, up 0.04% for the week, with a volatility of 11.49%, and trading volume was the same as last week. BTC daily chart Based on the "EMC Labs BTC Cycle Analysis Model", we believe that the main reason for this round of BTC adjustment is the exhaustion of short-term liquidity + fluctuations in medium-term liquidity expectations, coupled with long-term selling driven by cyclical patterns. On November 21st, following Federal Reserve Chairman John Williams' statement that "there is room for further interest rate cuts in the near future," US stocks and Bitcoin rebounded from their lows. Subsequently, the three major US stock indices gradually recovered their losses, approaching their previous historical highs. However, after rebounding 4.1% last week, Bitcoin lost momentum again and entered a period of fluctuation. The fundamental reason lies in the continued extreme shortage of liquidity, and the failure of both buyers and sellers to truly reverse their behavior. On December 1st, the Federal Reserve suspended QT and provided approximately $16.5 billion in short-term liquidity through temporary repurchase agreements (Repo). The U.S. Treasury conducted two U.S. Treasury bond repurchase operations, totaling $14.5 billion. This slightly alleviated short-term market liquidity, but was insufficient to stimulate inflows into high-beta assets like BTC. FedNet Liquidity While the Fed Net Liquidity index has rebounded somewhat, it remains at a low level, and its suppression of high-beta assets has not fundamentally improved. In terms of funding, the overall cryptocurrency market has shifted from outflows to inflows over the past two weeks, with $3.146 billion flowing in last week and $2.198 billion this week. This is the fundamental reason why BTC has been able to shift from a downward trend to a sideways movement. Crypto Market Fund Inflows and Outflows Statistics (Weekly) However, looking specifically at the BTC ETF channel, which plays a greater role in BTC pricing, we can see that it still recorded an outflow of $0.84 billion this week. On the selling front, the scale of both long and short position selling has decreased rapidly, but long position selling is still ongoing this week. This indicates that although the phase of clearing is nearing its end, long position profit-taking selling has not stopped under the "curse of cyclical laws". Long and short position selling and CEX inventory statistics The pause in long-term selling may offer a possibility for a market rebound. Looking at on-chain data from the past two weeks alone, passive buying pressure remains, with over 40,000 BTC transferred out of exchanges. This ebb and flow of selling and buying power provides a possibility for market stabilization and a rebound. However, a true market turnaround requires the return of active buying power. This necessitates a substantial improvement in macro liquidity and a genuine recovery in demand for BTC. One piece of good news in this regard is that in November, Texas made its first purchase of about $5 million worth of BTC ETF products through spot ETFs to replenish its BTC reserves. Although this is not enough to offset ETF redemptions, it has a positive demonstration effect on market sentiment. Cyclical Indicators According to eMerge Engine, the EMC BTC Cycle Metrics indicator is 0, indicating that it has entered a "downtrend" (bear market).

Crypto Market Weekly Review (December 1st - December 7th): Liquidity Crisis Resolved, BTC Enters Weak Equilibrium

2025/12/08 17:00

Author: 0xBrooker

Amid a liquidity crisis and the "cyclical curse," BTC, after experiencing a tumultuous November, found a brief respite in December.

On the one hand, with the probability of a December rate cut returning to over 80%, the Federal Reserve halted QT and began releasing liquidity into the market in small amounts, and the Treasury's TGA account also began disbursement; on the other hand, panic selling and large-scale losses have come to an end. While panic selling pressure has decreased, the BTC price remains stagnant due to weak buying power.

More than 34% of on-chain BTC is in a loss-making state. DAT leader Strategy has reduced its purchases and signaled to the market that it is entering a defensive state. BTC ETF channel funds are still in a high-beta asset aversion period, with outflows exceeding inflows.

This week's economic and employment data maintained the baseline scenario of a "soft landing" for the US economy, transitioning from "overheating" to a "moderate slowdown." Although Nvidia's stock price remains significantly below its previous high, the three major stock indexes continue their upward recovery, approaching their previous highs.

The short-term macro liquidity inflection point has emerged. After the Fed cuts interest rates by 25 basis points next week, whether the Fed releases a "dovish" or "hawkish" signal at its regular meeting will have a significant impact on short-term market volatility, but the medium-term outlook remains stable.

In addition, the Bank of Japan is highly likely to raise interest rates in December, which will also have some impact on the US stock market, but the impact will not be comparable to the Carry Trade shock in 2024.

The situation is even more dire for the crypto market, which suffers from a severe lack of intrinsic value accumulation. While the long-term trend of increased asset allocation remains, short- to medium-term sentiment has already subsided. Greater macro liquidity or a surge in new allocation enthusiasm is needed to attract more capital inflows to absorb the selling pressure generated by long-term investors locking in profits.

The current balance is more of a respite after the impulsive sell-off. Until we see a further reversal in the buying and selling trends, we maintain our assessment that the probability of a "bull-to-bear" market shift is greater than a "mid-term correction."

Policy, macro-financial and economic data

The first major data release since the US government shutdown ended—the September PCE data—was released late on Friday.

Core PCE rose 2.8% year-on-year, slightly below the expected 2.9%, while nominal PCE remained in the 2.7%-2.8% range, reinforcing the narrative of "inflation slowly declining but still above the 2% target." Because October PCE data is permanently unavailable, and November data will not be released until after the Fed's December policy meeting, September PCE data becomes the only reference point before the December 10th policy meeting. The lower-than-expected inflation data strengthens expectations of a December rate cut, and even continued rate cuts into 2026.

On the employment front, the ADP report showed that U.S. private sector employment fell by 32,000 in November, a stark contrast to the previous month's (October) figure, which was revised upwards from +47,000. The market had previously expected a slight increase of around 10,000. Structurally, certain high-discretionary consumer sectors within the service sector significantly dragged down employment, consistent with the market's assessment that "marginal demand is slowing, but has not yet fully collapsed." For the FOMC, this signals a "cooling of employment rather than an out-of-control deterioration"—strengthening the case for interest rate cuts, but insufficient to justify aggressive easing.

Initial jobless claims fell to 191,000 this week, the lowest level since September 2022, but continuing claims rose to 1.94 million, a slow increase. Companies are increasingly inclined to "hire fewer people and control new job creation" (long-term hawkish), but there have been no large-scale layoffs; the overall situation is a slow cooling-off phase of "no layoffs, no hiring" (short-term systemic risks are manageable). This also supports interest rate cuts, but a judgment of aggressive easing is unnecessary.

FedWatch Tool: Changes in the Probability of a 25 Basis Point Rate Cut in December

After a month of rollercoaster trading, based on economic and employment data and statements from Federal Reserve officials, the market widely expects the Fed to cut interest rates by 25 basis points at the FOMC meeting on December 10th. The impact on the market will primarily be reflected in the subsequent dovish/hawkish statements. If the guidance is dovish, it will provide an upward boost to high-beta assets like the Nasdaq and Bitcoin. If the guidance is hawkish, significantly downplaying expectations of further easing, then the current pricing of risk assets based on "continuous rate cuts + soft landing" will need to be adjusted downwards. The impact on Bitcoin, which already has a high leverage structure and a large proportion of unrealized losses, is likely to be significantly greater than on traditional assets.

Crypto Market

This week, BTC opened at $90,364.00 and closed at $94,181.41, up 0.04% for the week, with a volatility of 11.49%, and trading volume was the same as last week.

BTC daily chart

Based on the "EMC Labs BTC Cycle Analysis Model", we believe that the main reason for this round of BTC adjustment is the exhaustion of short-term liquidity + fluctuations in medium-term liquidity expectations, coupled with long-term selling driven by cyclical patterns.

On November 21st, following Federal Reserve Chairman John Williams' statement that "there is room for further interest rate cuts in the near future," US stocks and Bitcoin rebounded from their lows. Subsequently, the three major US stock indices gradually recovered their losses, approaching their previous historical highs. However, after rebounding 4.1% last week, Bitcoin lost momentum again and entered a period of fluctuation. The fundamental reason lies in the continued extreme shortage of liquidity, and the failure of both buyers and sellers to truly reverse their behavior.

On December 1st, the Federal Reserve suspended QT and provided approximately $16.5 billion in short-term liquidity through temporary repurchase agreements (Repo). The U.S. Treasury conducted two U.S. Treasury bond repurchase operations, totaling $14.5 billion. This slightly alleviated short-term market liquidity, but was insufficient to stimulate inflows into high-beta assets like BTC.

FedNet Liquidity

While the Fed Net Liquidity index has rebounded somewhat, it remains at a low level, and its suppression of high-beta assets has not fundamentally improved.

In terms of funding, the overall cryptocurrency market has shifted from outflows to inflows over the past two weeks, with $3.146 billion flowing in last week and $2.198 billion this week. This is the fundamental reason why BTC has been able to shift from a downward trend to a sideways movement.

Crypto Market Fund Inflows and Outflows Statistics (Weekly)

However, looking specifically at the BTC ETF channel, which plays a greater role in BTC pricing, we can see that it still recorded an outflow of $0.84 billion this week.

On the selling front, the scale of both long and short position selling has decreased rapidly, but long position selling is still ongoing this week. This indicates that although the phase of clearing is nearing its end, long position profit-taking selling has not stopped under the "curse of cyclical laws".

Long and short position selling and CEX inventory statistics

The pause in long-term selling may offer a possibility for a market rebound. Looking at on-chain data from the past two weeks alone, passive buying pressure remains, with over 40,000 BTC transferred out of exchanges. This ebb and flow of selling and buying power provides a possibility for market stabilization and a rebound. However, a true market turnaround requires the return of active buying power. This necessitates a substantial improvement in macro liquidity and a genuine recovery in demand for BTC.

One piece of good news in this regard is that in November, Texas made its first purchase of about $5 million worth of BTC ETF products through spot ETFs to replenish its BTC reserves. Although this is not enough to offset ETF redemptions, it has a positive demonstration effect on market sentiment.

Cyclical Indicators

According to eMerge Engine, the EMC BTC Cycle Metrics indicator is 0, indicating that it has entered a "downtrend" (bear market).

Disclaimer: The articles reposted on this site are sourced from public platforms and are provided for informational purposes only. They do not necessarily reflect the views of MEXC. All rights remain with the original authors. If you believe any content infringes on third-party rights, please contact [email protected] for removal. MEXC makes no guarantees regarding the accuracy, completeness, or timeliness of the content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be considered a recommendation or endorsement by MEXC.

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What can save you, my crypto world?

What can save you, my crypto world?

Author: Nancy, PANews “I wasted eight years of my life in the crypto industry.” Aevo co-founder Ken Chan published an article denouncing the crypto industry as having degenerated into a "super casino," a post that quickly went viral in online communities both domestically and internationally. Behind the millions of views, the community debate exploded. Supporters saw it as a wake-up call, bursting the bubble, while opponents viewed it as a betrayal by those who had already benefited. Putting aside the emotional outbursts, this debate reflects the collective anxiety and cyclical confusion within the industry currently facing liquidity shortages and a narrative vacuum. Turned into a super casino? What's wrong with the crypto ecosystem? In this lengthy article, Ken Chan candidly admits that the past eight years have been a journey from idealism to disillusionment. As a libertarian and programmer deeply influenced by the works of Ayn Rand, he was a staunch believer in the cypherpunk spirit, viewing Bitcoin as "a private bank for the rich." However, after eight years of full-time dedication to the industry, he painfully admitted that even though he had made money, he still felt that those eight years of his youth had been completely wasted. The narrative most often uttered by industry practitioners is "completely replacing the existing financial system with blockchain," but this is merely a propaganda slogan; they are simply maintaining the world's largest online casino, operating 24/7. This misperception stems from a drastically distorted industry incentive mechanism. In reality, no one cares about genuine technological iteration. Market participants are blindly pouring funds into the next Layer 1 public chain, attempting to bet on the next Solana. This speculative mentality has fueled an inflated market capitalization of hundreds of billions of dollars. In fact, there are quite a few zombie public blockchains nowadays. Even emerging high-performance blockchains that have raised tens or even hundreds of millions of dollars are not immune to the airdrop craze and incentive subsidy activities, leaving very few real users. This is like building countless highways in a desert, but there are no cities or factories along the way, only a group of speculators reselling land. The data also confirms this predicament. According to DeFiLlama, in the past 24 hours, only 15 chains had on-chain DEX transaction volumes exceeding 10 million, and only 4 chains met the requirement of having millions of daily active addresses. On this "ghost town" of over-saturated infrastructure, Ken argues that spot DEXs, perpetual contracts, prediction markets, and the Meme coin platform are essentially gambling tools. For example, the former Meme culture has been replaced by an industrialized "coin issuance pipeline," becoming an on-chain casino of extreme PvP; and the frequent interactions across many applications are not driven by genuine needs, but rather by the pursuit of points for airdrops. As Ken points out, while VCs can write 5,000-word essays outlining grand visions, the reality is that these games are constantly consuming the existing funds of retail and institutional investors. What makes Ken Chan even more uncomfortable is the industry's subversion of common business sense. Here, making money through token issuance, market making, and profit-taking is far easier than refining a product. The market is flooded with tokens that have "high FDV and low liquidity," projects with no real revenue yet boasting valuations of billions of dollars, and so-called governance tokens that are nothing more than liquidity tools for investors to exit. 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If you’re frustrated because you didn’t become rich from participating in a MEME project, take a deep breath; the industry doesn’t owe anyone wealth. In fact, pessimism and a sense of “mental surrender” on the timeline aren’t necessarily bad things. Pantera Capital partner Mason Nystrom also believes that a pessimistic view of cryptocurrencies and their social value is wrong. While speculation and abuse exist in the cryptocurrency space, and its casinos are real and large-scale, with many people losing money at the tables, it also contains a great deal of overlooked positive social value. He explained that Bitcoin has become a global, non-sovereign asset that anyone in the world with an internet connection can hold. It provides a veto/exit mechanism for people worldwide, transferring economic control from nations to individuals. Stablecoins offer more efficient and secure financial services to people around the world, with faster disbursement, higher returns, and lower costs. The lack of returns from banks for depositors, high fees for cross-border remittances, and the 2.9% transaction fee for e-commerce are all being reshaped by stablecoins, bringing tangible social value. Lending platforms like Aave and Morpho enable people worldwide to access over-collateralized loans. The low-collateral lending market will further unleash enormous social benefits, reduce capital costs, and create significant positive externalities. Furthermore, blockchain will enable global users to access previously restricted financial products such as stocks, bonds, insurance, and credit. Permissionless financing allows any good idea to gain support based on its own value. A more transparent, efficient, and low-cost market is itself an improvement for society. Mason Nystrom also stated that cryptocurrencies are building a completely new financial system. Some will build casinos, some will build payment networks, some will build speculative instruments, and others will build inclusive credit infrastructure. This new financial system will not be perfect, but it will far surpass the current state. If we only see the casino aspect of cryptocurrencies, perhaps we should take a step back and look at all the benefits that cryptocurrencies have brought to and will continue to bring to society from a more macro perspective. The crypto industry is currently experiencing a low point, and Ken's post is less a reflection and more an emotional outpouring after a failed startup. Projects like Aevo are not uncommon in their difficulties; this is precisely the survival of the fittest the industry is undergoing. In the past few years, the sector has seen an oversupply of projects lacking real value and unable to deliver viable products. The current pain is simply squeezing out the bubble that has accumulated. Just as forests need to be regularly cleared of dead trees to prevent decay from spreading, the same applies to the crypto industry. Let those who are weary, lost, or only here for speculation leave naturally, and the air will become clear. Either change your mindset and refocus on the future, or make way for those still building. This journey has just begun and is far from over.
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PANews2025/12/08 18:28
Lovable AI’s Astonishing Rise: Anton Osika Reveals Startup Secrets at Bitcoin World Disrupt 2025

Lovable AI’s Astonishing Rise: Anton Osika Reveals Startup Secrets at Bitcoin World Disrupt 2025

BitcoinWorld Lovable AI’s Astonishing Rise: Anton Osika Reveals Startup Secrets at Bitcoin World Disrupt 2025 Are you ready to witness a phenomenon? The world of technology is abuzz with the incredible rise of Lovable AI, a startup that’s not just breaking records but rewriting the rulebook for rapid growth. Imagine creating powerful apps and websites just by speaking to an AI – that’s the magic Lovable brings to the masses. This groundbreaking approach has propelled the company into the spotlight, making it one of the fastest-growing software firms in history. And now, the visionary behind this sensation, co-founder and CEO Anton Osika, is set to share his invaluable insights on the Disrupt Stage at the highly anticipated Bitcoin World Disrupt 2025. If you’re a founder, investor, or tech enthusiast eager to understand the future of innovation, this is an event you cannot afford to miss. Lovable AI’s Meteoric Ascent: Redefining Software Creation In an era where digital transformation is paramount, Lovable AI has emerged as a true game-changer. Its core premise is deceptively simple yet profoundly impactful: democratize software creation. By enabling anyone to build applications and websites through intuitive AI conversations, Lovable is empowering the vast majority of individuals who lack coding skills to transform their ideas into tangible digital products. This mission has resonated globally, leading to unprecedented momentum. The numbers speak for themselves: Achieved an astonishing $100 million Annual Recurring Revenue (ARR) in less than a year. Successfully raised a $200 million Series A funding round, valuing the company at $1.8 billion, led by industry giant Accel. Is currently fielding unsolicited investor offers, pushing its valuation towards an incredible $4 billion. As industry reports suggest, investors are unequivocally “loving Lovable,” and it’s clear why. This isn’t just about impressive financial metrics; it’s about a company that has tapped into a fundamental need, offering a solution that is both innovative and accessible. The rapid scaling of Lovable AI provides a compelling case study for any entrepreneur aiming for similar exponential growth. The Visionary Behind the Hype: Anton Osika’s Journey to Innovation Every groundbreaking company has a driving force, and for Lovable, that force is co-founder and CEO Anton Osika. His journey is as fascinating as his company’s success. A physicist by training, Osika previously contributed to the cutting-edge research at CERN, the European Organization for Nuclear Research. This deep technical background, combined with his entrepreneurial spirit, has been instrumental in Lovable’s rapid ascent. Before Lovable, he honed his skills as a co-founder of Depict.ai and a Founding Engineer at Sana. Based in Stockholm, Osika has masterfully steered Lovable from a nascent idea to a global phenomenon in record time. His leadership embodies a unique blend of profound technical understanding and a keen, consumer-first vision. At Bitcoin World Disrupt 2025, attendees will have the rare opportunity to hear directly from Osika about what it truly takes to build a brand that not only scales at an incredible pace in a fiercely competitive market but also adeptly manages the intense cultural conversations that inevitably accompany such swift and significant success. His insights will be crucial for anyone looking to understand the dynamics of high-growth tech leadership. Unpacking Consumer Tech Innovation at Bitcoin World Disrupt 2025 The 20th anniversary of Bitcoin World is set to be marked by a truly special event: Bitcoin World Disrupt 2025. From October 27–29, Moscone West in San Francisco will transform into the epicenter of innovation, gathering over 10,000 founders, investors, and tech leaders. It’s the ideal platform to explore the future of consumer tech innovation, and Anton Osika’s presence on the Disrupt Stage is a highlight. His session will delve into how Lovable is not just participating in but actively shaping the next wave of consumer-facing technologies. Why is this session particularly relevant for those interested in the future of consumer experiences? Osika’s discussion will go beyond the superficial, offering a deep dive into the strategies that have allowed Lovable to carve out a unique category in a market long thought to be saturated. Attendees will gain a front-row seat to understanding how to identify unmet consumer needs, leverage advanced AI to meet those needs, and build a product that captivates users globally. The event itself promises a rich tapestry of ideas and networking opportunities: For Founders: Sharpen your pitch and connect with potential investors. For Investors: Discover the next breakout startup poised for massive growth. For Innovators: Claim your spot at the forefront of technological advancements. The insights shared regarding consumer tech innovation at this event will be invaluable for anyone looking to navigate the complexities and capitalize on the opportunities within this dynamic sector. Mastering Startup Growth Strategies: A Blueprint for the Future Lovable’s journey isn’t just another startup success story; it’s a meticulously crafted blueprint for effective startup growth strategies in the modern era. Anton Osika’s experience offers a rare glimpse into the practicalities of scaling a business at breakneck speed while maintaining product integrity and managing external pressures. For entrepreneurs and aspiring tech leaders, his talk will serve as a masterclass in several critical areas: Strategy Focus Key Takeaways from Lovable’s Journey Rapid Scaling How to build infrastructure and teams that support exponential user and revenue growth without compromising quality. Product-Market Fit Identifying a significant, underserved market (the 99% who can’t code) and developing a truly innovative solution (AI-powered app creation). Investor Relations Balancing intense investor interest and pressure with a steadfast focus on product development and long-term vision. Category Creation Carving out an entirely new niche by democratizing complex technologies, rather than competing in existing crowded markets. Understanding these startup growth strategies is essential for anyone aiming to build a resilient and impactful consumer experience. Osika’s session will provide actionable insights into how to replicate elements of Lovable’s success, offering guidance on navigating challenges from product development to market penetration and investor management. Conclusion: Seize the Future of Tech The story of Lovable, under the astute leadership of Anton Osika, is a testament to the power of innovative ideas meeting flawless execution. Their remarkable journey from concept to a multi-billion-dollar valuation in record time is a compelling narrative for anyone interested in the future of technology. By democratizing software creation through Lovable AI, they are not just building a company; they are fostering a new generation of creators. His appearance at Bitcoin World Disrupt 2025 is an unmissable opportunity to gain direct insights from a leader who is truly shaping the landscape of consumer tech innovation. Don’t miss this chance to learn about cutting-edge startup growth strategies and secure your front-row seat to the future. Register now and save up to $668 before Regular Bird rates end on September 26. To learn more about the latest AI market trends, explore our article on key developments shaping AI features. This post Lovable AI’s Astonishing Rise: Anton Osika Reveals Startup Secrets at Bitcoin World Disrupt 2025 first appeared on BitcoinWorld.
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Coinstats2025/09/17 23:40