๐Ÿงญ Crypto & Blockchain Investing Outlook โ€” Week of Dec 7โ€“14, 2025

๐Ÿ“‰ Market Recap โ€” โ€œStabilizing, but not yet reversingโ€

The crypto market spent last week digesting the violent November selloff.
Bitcoin traded mostly in the $78,000โ€“$84,000 range, marking the first week in over a month without a fresh low. Liquidity remains weak, but panic selling has clearly slowed.

Key observations:

  • BTC volatility compressing โ†’ often a pre-move signal
  • ETF outflows slowed, though not yet positive
  • ETH showing relative strength vs. altcoins
  • SOL, LINK, ARB holding support better than high-beta alts
  • Miners under pressure โ†’ hash-rate high, revenue per TH falling

This environment suggests the market is beginning to base, but the base is not yet complete.


๐Ÿ’ก 1. Are We Near a Buy Level Yet?

We are very close โ€” but not confirmed.

The key zone remains $77,000โ€“$80,000 for Bitcoin.
Hereโ€™s why this area matters:

  • It aligns with the 0.618 retracement of the entire 2025 rally.
  • On-chain data shows long-term holders buying, short-term capitulation slowing.
  • Miner selling pressure has stabilized.
  • Funding rates across exchanges near 0% โ†’ leverage reset.
  • Orderbook liquidity shows thick bids emerging near $78K.

If BTC holds above $77K this week, December is likely to become a slow grind upward.
If BTC loses $77K, expect a retest of $70โ€“72K.


๐Ÿ“ˆ 2. Market Expectations for This Week (Dec 7โ€“14)

A. Likely Scenario: Sideways โ†’ Small Upside

  • BTC consolidates between $79โ€“87K
  • ETH retests $3,700โ€“$3,900
  • Altcoins remain muted unless BTC reclaims $92K
  • ETF outflows hover near zero or slightly negative
  • Macro data (CPI/Fed commentary) drives small spikes

B. Bullish Trigger to Watch

A single week of net ETF inflows would dramatically shift sentiment.
If that happens, expect:

  • BTC โ†’ $92โ€“95K attempt
  • ETH โ†’ $4,100
  • High-quality alts catch a bid (SOL, LINK, ARB)

C. Bearish Trigger to Watch

BTC closing below $77K on strong volume.
If so:

  • BTC โ†’ $72K
  • ETH โ†’ $3,300
  • Miners accelerate selling, alts get crushed

๐Ÿงญ 3. Portfolio Guidance for the Week

A. Core Allocation (Safe, Long-Term Positions)

AssetStrategyReasoning
BTCScale in between $78โ€“82KNear structural support, long-term thesis intact
ETHAdd graduallyStrongest L1 fundamentals, holds value better in risk-off

B. High-Conviction Infrastructure Plays

TokenStrategyNotes
LINKBuy on dipsStrongest non-L1 token right now; institutional traction
SOLSmall adds onlyBest-performing alt in 2025, but high beta
ARB / OPSlow accumulationETH L2 dominance continues, strong dev ecosystems

C. Crypto-Equity Proxies

EquityStrategyNotes
MSTRAccumulatePure BTC leverage; no debt risk, huge unrealized gains
COINTactical buysProxy for volumes + ETF flows; volatile
CLSK (CleanSpark)AttractiveMost resilient miner financially
MARA / RIOTAvoid for nowHigh leverage + high energy costs โ†’ fragile under $80K BTC

D. Defensive Sleeve

Keep 20โ€“30% in USDC/USDT until BTC recaptures $92K.
This allows:

  • Flexibility
  • Stress-free buying
  • Protection against a $77K breakdown

โš ๏ธ 4. Key Risks This Week

  • BTC losing $77K support โ†’ structural breakdown
  • ETF outflows accelerating again
  • Macro surprises: CPI, Fed commentary, liquidity tightening
  • Miner capitulation if BTC hovers near variable-cost thresholds

๐Ÿ”ฎ 5. Bottom Line

This week is about patience, positioning, and discipline, not prediction.

We are likely in the early phase of base formation, where:

  • Fear is high
  • Prices are compressed
  • Value begins to emerge
  • Smart money accumulates slowly

You are right to feel that a buy zone is close โ€” the data supports that.
But the trend will not reverse until BTC reclaims $92โ€“95K with strength.

Work backward from that:

๐Ÿ‘‰ Accumulate small now
๐Ÿ‘‰ Add more near $77โ€“80K
๐Ÿ‘‰ Go heavier on confirmation above $92โ€“95K
๐Ÿ‘‰ Keep cash for downside surprise