According to @EricBalchunas, there are 124 crypto ETFs still in registration by coin, indicating a large pipeline into 2026 that traders should track for product supply and liquidity impacts (source: Eric Balchunas on X, Dec 11, 2025). He adds that a tidal wave of launches will likely be followed by liquidations as weaker funds fail to gain traction, pointing to an industry shakeout that could shift assets and volumes across products (source: Eric Balchunas on X, Dec 11, 2025). He cites the 2026 ETF Outlook section by @JSeyff, framing near-term supply expansion and subsequent consolidation as key variables for crypto ETF liquidity and fee dynamics (source: Eric Balchunas on X, Dec 11, 2025). (Source)

According to @StockMKTNewz, Oracle (ORCL) is taking Nasdaq futures lower in pre-market trading and the stock fell more than 10% after hours following its earnings, as posted on X on Dec 11, 2025 source: https://x.com/StockMKTNewz/status/1999107299189670010. For trading relevance, crypto participants can monitor U.S. risk sentiment via the Nasdaq futures weakness reported by @StockMKTNewz for potential cross-asset context into the session source: https://x.com/StockMKTNewz/status/1999107299189670010. (Source)

According to @alice_und_bob, Polkadot governance added formal structures and processes while supporting the build-out of three departments and implementing compliance and transparency standards, offering clearer oversight signals for DOT stakeholders, source: @alice_und_bob. Quarterly Treasury reports including balance sheet and income statement were published to reveal real spending, with the author claiming this helped bring down a large coordinated Treasury grifting campaign in Web3, a disclosure relevant to assessing treasury risk for DOT, source: @alice_und_bob. The author positioned Polkadot 2.0 and the biggest DAO in the world as organizing narratives to align stakeholders on shared strategy, creating identifiable governance themes traders can monitor, source: @alice_und_bob. Community execution included the Polkadot Builder Party with an online hackathon totaling 2700 participants and 230 submissions plus over 50 local events with 2000 attendees, providing measurable developer engagement signals for ecosystem activity, source: @alice_und_bob. External representation and education spanned four continents with 400+ consultation calls, 12 million X/Twitter impressions, and lectures to Polkadot Blockchain Academy students, adding quantifiable outreach metrics that traders can track, source: @alice_und_bob. For DOT traders, the disclosed cadence of Treasury reports, governance department outputs, and developer participation metrics constitute concrete, trackable fundamentals for risk assessment and positioning within the Polkadot ecosystem, source: @alice_und_bob. (Source)

According to @alice_und_bob, their current contract with Web3 Foundation ends in January 2026 and they will be available from February 2026 for new roles and consulting focused on ecosystem strategy, governance, and growth. Source: @alice_und_bob on X, Dec 11, 2025. Web3 Foundation supports the development and adoption of Polkadot, including ecosystem initiatives relevant to builders and partners. Source: Web3 Foundation official site. Polkadot (DOT) uses on-chain OpenGov and a Treasury to allocate resources and enact upgrades, making governance and funding proposals central to ecosystem execution. Source: Polkadot Wiki OpenGov and Treasury documentation. For traders, the actionable dates are January 2026 for the contract end and February 2026 for potential consulting engagement, aligning with governance and strategy workstreams that shape project funding and roadmaps within the Polkadot ecosystem. Source: @alice_und_bob on X and Polkadot Wiki. (Source)

According to @alice_und_bob, from Feb 2026 they are open to full-time roles or project-based consulting in ecosystem and product strategy, and governance and treasury advisory, source: @alice_und_bob on X, Dec 11, 2025. They report 17 years of experience across organizational development and stakeholder coordination, product development and systems engineering, and growth functions including marketing and PR strategy, narratives, partnerships and BD, community organizing and campaigning, and explaining deep tech in plain language, source: @alice_und_bob on X, Dec 11, 2025. They list data, analytics, accounting, tax, forensics, tokenomics design, token launch campaigns, and DeFi incentives among their capabilities, source: @alice_und_bob on X, Dec 11, 2025. They note being remote by default, open to travel for high-impact work and workshops, and having managed teams and budgets in previous roles, source: @alice_und_bob on X, Dec 11, 2025. They provide a link to their LinkedIn profile for more on work experience, source: @alice_und_bob on X, Dec 11, 2025. (Source)

According to @alice_und_bob in a Dec 11, 2025 post, the author thanked Polkadot core developers, founders, governance contributors, local teams, and community members for ecosystem collaboration, highlighting a community update rather than a market-moving disclosure, source: https://twitter.com/alice_und_bob/status/1999107307452416413. The author stated they coordinated the Polkadot Builder Party and represented the ecosystem on stage across four continents, source: https://twitter.com/alice_und_bob/status/1999107307452416413. The post credits Ugur as the other half of OpenGov.Watch and a background researcher, source: https://twitter.com/alice_und_bob/status/1999107307452416413. The post contains no announcements about product launches, funding, governance changes, or timelines, and it does not mention any direct DOT token catalysts, source: https://twitter.com/alice_und_bob/status/1999107307452416413. (Source)

According to @alice_und_bob, they are seeking to collaborate with Web3 teams in L1s, L2s, rollups, Foundations and DAOs, ecosystem investors and accelerators, and DeFi, interoperability, and privacy technologies — source: @alice_und_bob on X, Dec 11, 2025. For traders, this flags builder attention across L1/L2 scalability, DAO governance, cross-chain interoperability, and privacy tooling, making these verticals the ones to watch for partnership and ecosystem development updates — source: @alice_und_bob on X, Dec 11, 2025. (Source)

According to @CryptoMichNL, both the Nasdaq and $BTC dropped after the FOMC meeting, flushing late long positions. Source: @CryptoMichNL on X, Dec 11, 2025. He reports the Nasdaq has fully reversed that move back to 25,700, while $BTC remains $2,500–$3,000 below that reference level. Source: @CryptoMichNL on X, Dec 11, 2025. He highlights this as a divergence between the Nasdaq and Bitcoin price action. Source: @CryptoMichNL on X, Dec 11, 2025. He expects a quick move higher in Bitcoin after the U.S. market open, either today or tomorrow. Source: @CryptoMichNL on X, Dec 11, 2025. (Source)

According to Altcoin Daily, the current crypto market cycle is the "weirdest" they have experienced across multiple bear and bull markets, signaling a qualitative sentiment observation rather than a data-backed call (source: @AltcoinDaily on X, Dec 11, 2025). For traders, the post adds context on sentiment but includes no prices, technical levels, or catalysts and should not be used as a standalone trading input (source: @AltcoinDaily on X, Dec 11, 2025). (Source)

According to @QCompounding, the main reason for the recent drop was the resignation of founder and CEO Mark Leonard, source: @QCompounding on X, Dec 11, 2025. According to @QCompounding, the stock fell 15% in a single session on the day the news broke, source: @QCompounding on X, Dec 11, 2025. According to @QCompounding, the post did not mention any direct impact on BTC or the broader crypto market, source: @QCompounding on X, Dec 11, 2025. (Source)

According to @QCompounding, the referenced stock is about 35% below its all-time high, a reset that has made many long-term investors pay attention again. Source: @QCompounding on X, Dec 11, 2025. For trading context, a 35% peak-to-trough decline requires roughly a 53.8% gain to reclaim the prior high, which frames upside-versus-recovery risk for positioning and risk management. Source: calculation based on @QCompounding’s stated 35% drawdown, Dec 11, 2025. (Source)

According to @QCompounding, Mark Miller—dubbed by some investors the "Charlie Munger of Software"—holds roughly $700 million of Constellation Software (TSX:CSU) stock and bought additional shares in the open market after Mark Leonard stepped down, indicating he views the stock as a buy (source: @QCompounding). For trading context, insider open‑market purchases are historically associated with positive abnormal returns, which many traders treat as a bullish signal (source: Lakonishok and Lee, 2001; Seyhun, 1986). (Source)

According to @QCompounding, the company designed its system so it does not rely on a single dominant leader, reducing key-person risk for investors and operators alike, which is directly relevant for assessing event risk and durability in trading strategies (source: @QCompounding on X, Dec 11, 2025). @QCompounding states this governance setup is one of the main reasons Constellation has stayed strong for a long period, a factor traders can incorporate when evaluating resilience and potential drawdown profiles (source: @QCompounding on X, Dec 11, 2025). (Source)

According to @QCompounding, serial acquirers have historically outperformed the broader market by a wide margin, framing repeat M&A as a core driver of equity returns for a trading-led investment case. source: X post by @QCompounding, URL: https://twitter.com/QCompounding/status/1999103195885240504, date: Dec 11, 2025 According to @QCompounding, this is presented as the first of three visuals summarizing the investment case, emphasizing the performance premium associated with companies that consistently execute acquisitions. source: X post by @QCompounding, URL: https://twitter.com/QCompounding/status/1999103195885240504, date: Dec 11, 2025 (Source)

According to @QCompounding on X Dec 11 2025, Constellation Software has been one of the world’s best-performing stocks over time. According to @QCompounding on X Dec 11 2025, the shares are trading about 30% below their peak. Based on the 30% drawdown cited by @QCompounding on X Dec 11 2025, the stock would need roughly a 42.9% gain to revisit its prior high. According to @QCompounding on X Dec 11 2025, the post did not mention catalysts, crypto exposure, or any linkage to BTC or ETH. (Source)

According to @QCompounding, Constellation Software CSU became a 100-bagger approximately 15 years after its 2006 IPO and compounded at around 30 percent per year for a very long time, source: @QCompounding. The post focuses on the stock’s historical compounding profile and does not reference any direct cryptocurrency market impact, source: @QCompounding. (Source)

According to @StockMKTNewz, U.S. Treasury Secretary Bessent will recommend changing the approach of the Financial Stability Oversight Council in a letter set to be released Thursday (source: @StockMKTNewz on X, Dec 11, 2025). FSOC oversees systemic risk across the U.S. financial system and has explicitly highlighted digital asset and stablecoin vulnerabilities in its recent annual reports, providing direct regulatory context for crypto-exposed firms and liquidity-sensitive risk assets (source: U.S. Treasury, FSOC 2022 and 2023 Annual Reports). For traders, monitoring the letter for details on oversight methodology is key as FSOC’s framework guides interagency responses that can influence bank, broker, and crypto market risk management and funding conditions (source: @StockMKTNewz; context: U.S. Treasury FSOC mandate). (Source)

According to @QCompounding, they compiled a free Warren Buffett-focused e-book and a list of 100 examples of high-quality stocks after reading roughly 5,000 pages of Buffett’s words, with access provided via compounding-quality.kit.com, which is directly linked in their post on X dated Dec 11, 2025, source: @QCompounding on X Dec 11, 2025. The author presents the collection as examples of quality stocks that traders can use as a pre-screened watchlist before deeper due diligence on fundamentals and risk management, source: @QCompounding on X Dec 11, 2025. For crypto-focused traders, equity risk-on or risk-off shifts remain relevant because stock–Bitcoin correlations have risen since 2020, making broader equity sentiment more informative for BTC and ETH monitoring, source: IMF blog Crypto Prices Move More in Sync With Stocks Jan 2022. (Source)

According to @StockMKTNewz, Nvidia (NVDA) announced a new opt-in service that will provide geolocation data to help identify which country certain GPUs are operating in (source: CNBC via @StockMKTNewz). (Source)

According to @simplykashif, citing Sygnum’s APAC HNWI Report 2025, 87% of wealthy investors in Asia own crypto with an average 17% portfolio allocation (source: Sygnum APAC HNWI Report 2025; X post by @simplykashif, Dec 11, 2025). The report states 90% of respondents view digital assets as important for long-term wealth and legacy planning, indicating durable participation rather than short-term trading only (source: Sygnum APAC HNWI Report 2025; X post by @simplykashif, Dec 11, 2025). Six in ten HNWIs expect to increase their crypto exposure over the next two to five years, signaling continued allocation growth within that horizon as reported by the survey (source: Sygnum APAC HNWI Report 2025; X post by @simplykashif, Dec 11, 2025). The survey also notes that 80% hold Bitcoin (BTC), Ether (ETH), and Solana (SOL), identifying these as the most commonly owned tokens among APAC HNWIs (source: Sygnum APAC HNWI Report 2025; X post by @simplykashif, Dec 11, 2025). For traders, the combination of high current ownership, a 17% average allocation, and planned increases over 2–5 years highlights BTC, ETH, and SOL as key assets directly exposed to reported APAC HNWI demand trends (source: Sygnum APAC HNWI Report 2025; X post by @simplykashif, Dec 11, 2025). (Source)