K33 Research maintains that bitcoin's current correction reflects exaggerated long-term concerns rather than immediate fundamental risks. The firm's Head of Research Vetle Lunde cited upcoming U.S. policy developments—including 401(k) crypto access by February 2026 and anticipated passage of the Clarity Act—as structural catalysts that could bolster bitcoin's medium-term trajectory. Bitcoin is experiencing its deepest drawdown since the 2022–23 period.

Strategy Chairman Michael Saylor said Bitcoin's daily trading volume now surpasses the financial activity of Google, Microsoft and the U.S. Navy's spending capacity. Speaking at Binance Blockchain Week in Dubai on December 3, 2025, Saylor described Bitcoin as "the foundation of economic markets." He noted growing support from U.S. government officials, including the FBI director and the president.

Bitcoin is trading above $92,000 following a mid-week recovery that has shifted market sentiment from persistent selling pressure to a more balanced structure. Analyst Michaël van de Poppe suggests BTC could target $100,000–$105,000 if the $92,000 support level holds, while a positive Coinbase premium has returned over the past week, indicating strengthening U.S. demand. Altcoins continue to lag behind Bitcoin, though this pattern has historically preceded broader market rallies.

Bitcoin staking platform Babylon has partnered with decentralized lending protocol Aave to allow BTC holders to use native Bitcoin as collateral for DeFi lending. The collaboration eliminates the need for wrapped Bitcoin tokens and enables users to maintain full control of their private keys while accessing liquidity. Babylon's trustless Bitcoin Vaults lock BTC in time-locked contracts on the Bitcoin blockchain while being recognized by Aave's lending architecture.

Bitcoin traded around $93,000 following the release of September import and export price indexes by the U.S. Bureau of Labor Statistics at 8:30 AM ET. Import and export prices both showed no change for the month, with nonfuel imports up 0.8% year-over-year while fuel imports declined 4.0%. Markets are currently pricing in 88% odds of a Federal Reserve rate cut at the December 9-10 meeting, with subdued inflation pressures potentially supporting dovish policy expectations.

Strategy chairman Michael Saylor has initiated direct engagement with MSCI as the index provider considers excluding the company from its indices, with a final determination scheduled for January 15, 2026. Removal from MSCI indices could trigger outflows of approximately $2.8 billion, according to JPMorgan analysis. Strategy's shares have declined 37% this year, and the company warned it could face a $5.5 billion loss in 2025 if Bitcoin fails to recover before year-end.

Bitcoin climbed 11% from $83,822.76 on December 1 to surpass $93,000 as the Federal Reserve formally concluded quantitative tightening and injected approximately $38.5 billion in liquidity through repo operations. The rally gained momentum after Vanguard opened its platform to crypto ETFs for the first time, while weak manufacturing data pushed rate-cut expectations above 85%. The price movement reflected multiple converging factors including the Fed's policy shift, Vanguard's distribution milestone, and short-covering from oversold levels.

Bitcoin rose above $94,000 on December 3, marking a two-week high as the cryptocurrency sought to recover from losses exceeding $1 trillion since early October. Ether climbed nearly 10% to $3,092, while XRP and SOL posted gains of 8% and 11.7% respectively, according to CoinGecko.