๐งญ Crypto & Blockchain Investing Outlook โ Week of Dec 7โ14, 2025
๐ Market Recap โ โStabilizing, 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.
๐ก 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.
Hereโs 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 $70โ72K.
๐ 2. Market Expectations for This Week (Dec 7โ14)
A. Likely Scenario: Sideways โ Small Upside
- BTC consolidates between $79โ87K
- 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 $92โ95K 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
๐งญ 3. Portfolio Guidance for the Week
A. Core Allocation (Safe, Long-Term Positions)
| Asset | Strategy | Reasoning |
|---|---|---|
| BTC | Scale in between $78โ82K | Near structural support, long-term thesis intact |
| ETH | Add gradually | Strongest L1 fundamentals, holds value better in risk-off |
B. High-Conviction Infrastructure Plays
| Token | Strategy | Notes |
|---|---|---|
| LINK | Buy on dips | Strongest non-L1 token right now; institutional traction |
| SOL | Small adds only | Best-performing alt in 2025, but high beta |
| ARB / OP | Slow accumulation | ETH L2 dominance continues, strong dev ecosystems |
C. Crypto-Equity Proxies
| Equity | Strategy | Notes |
|---|---|---|
| MSTR | Accumulate | Pure BTC leverage; no debt risk, huge unrealized gains |
| COIN | Tactical buys | Proxy for volumes + ETF flows; volatile |
| CLSK (CleanSpark) | Attractive | Most resilient miner financially |
| MARA / RIOT | Avoid for now | High leverage + high energy costs โ fragile under $80K BTC |
D. Defensive Sleeve
Keep 20โ30% in USDC/USDT until BTC recaptures $92K.
This allows:
- Flexibility
- Stress-free buying
- Protection against a $77K breakdown
โ ๏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
๐ฎ 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 $92โ95K with strength.
Work backward from that:
๐ Accumulate small now
๐ Add more near $77โ80K
๐ Go heavier on confirmation above $92โ95K
๐ Keep cash for downside surprise