According to @AltcoinDaily, the CFTC has withdrawn its prior crypto actual delivery guidance as part of a broader digital asset reform effort, signaling a regulatory reset for US retail leveraged crypto transactions; source: Altcoin Daily tweet dated Dec 11, 2025. The guidance in question is the CFTC’s 2020 Final Interpretive Guidance on Retail Commodity Transactions Involving Certain Digital Assets, which required actual delivery within 28 days to avoid retail commodity rules under 7 U.S.C. 2(c)(2)(D), shaping custody, settlement, and margin practices for US retail crypto transactions; source: CFTC Final Interpretive Guidance on Retail Commodity Transactions Involving Certain Digital Assets, 2020. Because the 2020 framework constrained how US platforms could offer margined or financed crypto to retail users, a withdrawal would remove that interpretive constraint and could alter product availability, liquidity, and spreads on US venues; source: CFTC Final Interpretive Guidance on Retail Commodity Transactions Involving Certain Digital Assets, 2020. Traders should seek confirmation via an official CFTC notice or Federal Register publication and monitor for changes in BTC and ETH spot and derivatives liquidity, adjustments to exchange margin offerings, and any new compliance guidance from US platforms; source: CFTC rulemaking and publication practices via Federal Register notices and CFTC.gov press releases.

According to @FarsideUK, the Invesco US spot Bitcoin ETF reported $0 million in daily net flow, indicating a flat session with no net inflows or outflows recorded for the day; Source: Farside Investors (@FarsideUK), farside.co.uk/btc. For BTC traders monitoring ETF-driven activity, today’s reading reflects no net primary market creations or redemptions via this issuer, keeping ETF-based demand unchanged on the day; Source: Farside Investors (@FarsideUK), farside.co.uk/btc.

According to @simplykashif, about 230,000 BTC were removed from exchanges over the past year, reducing aggregate Bitcoin exchange balances from 3.16 million BTC to 2.93 million BTC (source: @simplykashif, Dec 10, 2025). According to @simplykashif, this equates to roughly a 7.3% year-over-year decline in reported BTC exchange reserves, a data point traders can note when monitoring liquidity conditions (source: @simplykashif, Dec 10, 2025).

According to @FarsideUK, BlackRock’s US spot Bitcoin ETF (IBIT) recorded a daily net outflow of $135.4 million on Dec 10, 2025, as shown on Farside Investors’ Bitcoin ETF flow tracker. Source: Farside Investors (@FarsideUK), farside.co.uk/btc/. This confirms net redemptions from IBIT for the day and reduces the session’s aggregate IBIT net flow by $135.4 million, with full dataset and disclaimers available on Farside’s dashboard. Source: Farside Investors (@FarsideUK), farside.co.uk/btc/.

According to @FarsideUK, Invesco’s U.S. Bitcoin ETF recorded a daily net flow of $6.5 million, source: Farside Investors, farside.co.uk/btc. The figure is reported in U.S. dollars as part of Farside’s Bitcoin ETF Daily Flow dataset that tracks fund-level flows, source: Farside Investors, farside.co.uk/btc. Traders can consult the dashboard for full fund-by-fund data and disclaimers to benchmark BTC market liquidity conditions, source: Farside Investors, farside.co.uk/btc.

According to @simplykashif, 4 million BTC are now held in global treasuries. Source: @simplykashif, Dec 9, 2025. The post provides no breakdown by holder type or links to supporting data, limiting immediate verification for trading decisions. Source: @simplykashif, Dec 9, 2025. Traders should seek corroboration from primary disclosures and on-chain reporting before adjusting BTC liquidity or supply-driven strategies. Source: @simplykashif, Dec 9, 2025.

According to Farside Investors, Invesco’s US Bitcoin ETF recorded $0 million net flow today, indicating no net creations or redemptions in the primary market, source: Farside Investors tweet (twitter.com/FarsideUK/status/1998199884013277244) and Farside Investors ETF flow dashboard (farside.co.uk/btc/). For traders, a zero-flow print signals neutral incremental ETF-driven demand for BTC from this issuer today, reducing the likelihood of ETF-related buying or selling pressure from this vehicle during US hours, source: Farside Investors ETF flow dashboard (farside.co.uk/btc/). Monitoring aggregate US spot Bitcoin ETF flows alongside price and volume remains key for short-term BTC momentum assessment, source: Farside Investors ETF flow dashboard (farside.co.uk/btc/).

According to Farside Investors, the Franklin US spot Bitcoin ETF posted $0 million in net daily flow, signaling no net creations or redemptions for the day (source: Farside Investors). According to Farside Investors, the full dataset, methodology, and disclaimers are available on its Bitcoin ETF flows dashboard at farside.co.uk/btc (source: Farside Investors). According to Farside Investors, traders can compare this $0 million figure against other US spot Bitcoin ETFs on the same dashboard to track BTC-linked primary market flows (source: Farside Investors).

According to @OnchainLens, a dormant BTC whale withdrew 171 BTC worth approximately $15.79 million from Binance to external address 34qy7UDjMHxWdZAh9FMcZQ5gNXM3JYuygN on Dec 3, 2025, based on Nansen on-chain data (source: Onchain Lens on X; Nansen data). This transaction constitutes an exchange outflow of 171 BTC from Binance to the cited external address, immediately reducing BTC held on-exchange by that amount at the time of movement (source: Onchain Lens on X; Nansen data).

According to @saylor, Phong Le, CEO of @Strategy, stated “We are not Bitcoin traders — we’re Bitcoin investors,” indicating a buy-and-hold treasury approach to BTC rather than active trading, a stance that signals lower near-term sell activity from this corporate holder—an input traders watch for liquidity and supply dynamics (Source: Michael Saylor on X, Dec 2, 2025).

According to @lookonchain, BlackRock deposited 2,156 BTC, valued at about 186 million dollars, to Coinbase Prime, with the attribution and transfer visible on Arkham Intelligence’s BlackRock entity page. Source: @lookonchain X post; Arkham Intelligence explorer. For context, 2,156 BTC equals roughly 4.8 days of new Bitcoin supply based on the current 3.125 BTC block subsidy that produces about 450 BTC per day. Source: Bitcoin.org Developer Guide on controlled supply. Historically, elevated BTC exchange inflows have coincided with increased near-term sell-side pressure and softer short-term returns, a pattern documented by on-chain analytics. Source: CryptoQuant research; Glassnode insights. Traders can monitor Coinbase spot order-book depth and spreads for liquidity shifts during US hours, as changes in depth can affect execution costs on US venues. Source: Kaiko market microstructure research.

According to the source, a social media post claims Denis Dariotis (22) runs GoQuant, which purportedly handles $1B per day in crypto trading volume; this claim is unverified and originates from a competing crypto media outlet, so it cannot be used as a primary source for trading analysis (source: social media post dated Nov 30, 2025). To provide concrete, trading-oriented insights—such as potential liquidity and market-making impact across BTC and ETH spot and derivatives markets—please share a verifiable non-media source like GoQuant’s official disclosures, audited reports, or regulatory/regulatory registry filings (source: request for primary documentation).

According to @FarsideUK, the Invesco Galaxy Bitcoin ETF (BTCO) recorded $0 million in daily flow (USD) on Nov 29, 2025 in its Bitcoin ETF Daily Flow update (Source: Farside Investors tweet; data and methodology: farside.co.uk/btc). According to @FarsideUK, a $0 million reading reflects a flat daily flow for Invesco in today’s dataset, offering no incremental net contribution to spot BTC demand from this vehicle for the day as presented in the same source (Source: Farside Investors tweet; data: farside.co.uk/btc).

According to @FarsideUK, Fidelity’s Bitcoin ETF recorded a daily flow of 77.5 million US dollars on November 29, 2025. Source: twitter.com/FarsideUK/status/1994580631548756065; farside.co.uk/btc Farside Investors’ dashboard publishes USD-denominated daily Bitcoin ETF flows by issuer with historical series, enabling tracking of cumulative flows and day-by-day momentum relevant to BTC liquidity analysis. Source: farside.co.uk/btc Traders can reference the Farside dataset for timing and sizing decisions around BTC because it provides daily figures alongside data notes and disclaimers for context. Source: farside.co.uk/btc

According to @FarsideUK, Franklin Templeton’s US spot Bitcoin ETF (EZBC) recorded $0 million net flow on Nov 29, 2025, source: @FarsideUK; farside.co.uk/btc. Farside’s dashboard reports daily US dollar net flows for US Bitcoin ETFs, so a $0 reading reflects no net creations or redemptions for the fund that day, source: farside.co.uk/btc.

According to @lookonchain, Circle minted another 500M USDC, and combined Tether and Circle have minted $17.75B in stablecoins since the 1011 market crash. Source: x.com/lookonchain/status/1994413969529012290; x.com/lookonchain/status/1994021531597590999 For trading, rising USDC and USDT float is commonly tracked as a liquidity proxy that can affect execution depth and settlement capacity in BTC and ETH markets. Source: Binance Research Stablecoins report

According to @EmberCN, a whale who used looping loans to accumulate WBTC and ETH sold 350 WBTC over the past week at an average price of $87,732 for 30.7M USDT, versus a cost basis of $116,762, realizing a $10.16M loss; source: @EmberCN. The same address previously cleared 18,517 ETH, locking in a $25.29M realized loss; source: @EmberCN. The wallet still holds 1,210 WBTC that remain at an unrealized loss, highlighting remaining exposure tracked by on-chain participants; source: @EmberCN.

According to @FarsideUK, Bitcoin ETF net flow was +$21.1 million on 2025-11-26, signaling modest net demand via ETFs for the day (source: @FarsideUK, https://farside.co.uk/btc). IBIT recorded +$42.8 million, FBTC saw -$33.3 million, ARKB added +$6 million, and GBTC gained +$5.6 million, while other funds were flat at 0 (source: @FarsideUK, https://farside.co.uk/btc). For traders, the small aggregate inflow and rotation from FBTC toward IBIT indicate marginal support for BTC spot liquidity without a broad risk-on impulse that day (source: @FarsideUK data, https://farside.co.uk/btc).

According to @ai_9684xtpa, SpaceX moved 1,163 BTC valued at about $105 million to two newly active addresses roughly one hour ago, source: @ai_9684xtpa. The two destination wallets were shared via Arkham Intelligence explorer links and are reported to have only received funds so far with no subsequent transfers disclosed, source: Arkham Intelligence explorer and @ai_9684xtpa. The purpose of the transfer remains unknown and the report does not identify any exchange deposits, leaving immediate sell-pressure signals unclear, source: @ai_9684xtpa. Traders tracking whale flows can monitor these wallets for any outflows to exchange-tagged addresses as a gauge of near-term BTC liquidity risk, source: Arkham Intelligence explorer.

According to @paoloardoino, making Bitcoin accessible for all is the priority, as stated in a November 26, 2025 X post that included a link for further context (source: @paoloardoino on X, Nov 26, 2025). The post does not provide product specifics, timelines, partners, or metrics, indicating no immediate market-moving launch details (source: @paoloardoino on X, Nov 26, 2025). For traders, the actionable takeaway is to monitor subsequent communications from the same channel for potential updates that could affect BTC retail on-ramps, trading spreads, and liquidity conditions (source: @paoloardoino on X, Nov 26, 2025).