Bitcoin accumulated $732 billion in fresh capital between 2022 and 2025, exceeding the combined inflows from all earlier market cycles, according to Glassnode's Q4 Digital Assets Report with FasanaraDigital. The cryptocurrency's Realized Cap reached $1.1 trillion while its market dominance rose to 58.3%. Monthly net inflows during the period fluctuated between $30 billion and $100 billion, driven by stablecoin liquidity, spot ETF demand, and tokenized asset infrastructure.

Ethereum futures traders on Binance pushed the Taker Buy/Sell Ratio to 0.998 this week, the highest reading in four months following the December 3 Fusaka network upgrade. The metric rebounded from a recent low of 0.945, indicating increased long positioning. ETH trades around $3,130, up 3.3% over the past week.

Bitcoin is testing the $100,000 level amid structural market pressure. The Growth Rate Difference metric has turned negative at -0.00095, showing market capitalization is declining faster than realized value, data show. The cryptocurrency traded near $92,000 at the time of analysis, with support zones identified between $85,000 and $87,000.

Ripple's XRP token saw social media sentiment reach its most negative level since October, according to social analytics platform Santiment. The deteriorating sentiment coincides with a 31% price decline over two months. However, spot XRP ETFs recorded 13 consecutive days of net inflows totaling nearly $900 million since mid-November.

Bitcoin has recovered above $93,000 after recent declines, with the Coinbase Premium Index returning to positive readings. The shift signals renewed buying activity from U.S. institutional investors following a negative premium period through November. Analysts point to changing investor behavior patterns, particularly among regulated institutional participants.

Digital Asset Treasuries acquired 370,000 ETH in November 2025, an 81% decline from August's peak of 1.9 million ETH, according to Bitwise data. The contraction reflects weakening institutional demand driven by deteriorating market conditions and declining treasury company valuations. Certain firms continue expanding holdings despite the broader pullback.

Ethereum activated the Fusaka hard fork on December 3, 2025, at 21:49 UTC, deploying Peer Data Availability Sampling (PeerDAS) to enhance network scalability. The upgrade enables up to 8x data throughput for Layer 2 rollups. Transaction fees on Layer 2 platforms are projected to decrease by 40–60%.

Strategy (MSTR) holds Bitcoin valued at approximately $60.4 billion as of December 3, while its market capitalization stands at $50.7 billion. The discount means investors can acquire the company's cryptocurrency holdings below market value, with its software operations effectively priced at a negative figure. After adjusting for $8.2 billion in debt, net Bitcoin holdings remain valued at roughly $48.6 billion, according to financial commentary platform The Kobeissi Letter.

Bitcoin dropped below $84,000 on December 1, pulling total crypto market capitalization under $3 trillion, according to CoinGecko data. The decline occurred as traditional equities, gold, and other risk assets hit consecutive peaks. Analysts point to structural factors including exhausted crypto-native capital and limited institutional inflows, despite favorable macroeconomic conditions such as anticipated Federal Reserve rate cuts and strong corporate earnings.