🎄 Santa Rally with "Xmas Pump" Coming

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BTC is back at $93K, like the dump never happened.

🥴 Just 36 hours after that sudden crash, $BTC.X ( ▼ 1.54% ) , $ETH.X ( ▲ 0.92% ) and top altcoins are almost fully back to their pre-dump levels.

The rebound is almost as surprising as the drop itself.

But unlike price charts, many traders’ portfolios (including ours…) aren’t bouncing back so easily. Not everyone survived that flash wreck… Are you ok?

Here’s what we got for you today:

• 👀 How to 10x your port from the coming dip

• ⭐ 5 cryptos that often rally during Christmas

• ⭐ How Trump’s Fed pick affect our next cycle?

• 🔥 Burning hot takes for the road

Why this crypto dip might be the best setup in years?

Everyone's panicking. I don’t feel so actually cause the data backs that up.

In this new post, I break down why this isn't the end of the cycle, but likely a mid-cycle liquidity crunch that sets up the next big move. It's based on historical signals we’ve seen repeat every cycle 👇

Coinbase had a strange year right? Robinhood is up 345%. Coinbase is up barely 2%.

Most people look at that and think Coinbase is losing its edge. But when you study the fundamentals, the opposite becomes clear.

👉 Another worth-reading analysis from our trader, Eugene Le: Why Coinbase Might Be the Most Undervalued Bet in Crypto Right Now

🎄 5 CRYPTOS OFTEN RALLY DURING CRISTMAS

Every December, a few familiar coins tend to show up with strong moves.

Let’s see this 6-year seasonal analysis (2019–2024) highlights 5 large-to-mid cap cryptocurrencies that often post gains during the holidays, but only under certain market conditions.

These year-end “Santa rallies” usually happen in bull or recovery years, not every Christmas delivers green candles.

Let’s break down the patterns:

1/ Bitcoin (BTC)

BTC had its strongest December in 2020, soaring 48% from $19,700 to $29,000. In December 2023, BTC gained 12%, fueled by renewed ETF optimism.

But not every year’s been green:

• 2019: -5%

• 2021: -19%

• 2022: -4%

• 2024: -3%

BTC tends to climb in strong bull markets or recovery phases, not during tightening or late-cycle stress. The week after Christmas often outperforms the lead-up. That showed clearly in 2020 and 2023.

2/ Ethereum (ETH) - Follows BTC's Lead

December 2020: ETH rose ~21%, from ~$615 to ~$750. 2023: another ~11% gain as the market bounced back.

These upticks aligned with stronger macro sentiment and network activity. But during tighter or bearish years, ETH dropped:

• 2019: -15%

• 2021: -20%

• 2022: -8%

• 2024: -8%

In short, ETH rallies when liquidity flows and risk appetite is strong. When macro tightens, its December quickly flips negative.

3/ Binance Coin (BNB)

Here’re some of the biggest December $BNB.X ( ▼ 0.75% ) gains:

• 2020: +19%

• 2023: +37% (from $228 to $312), after legal clarity and trading volume recovery

But BNB is also high-beta on the downside:

• 2019: -13%

• 2021: -18%

• 2022: -18%

When sentiment is strong, BNB outpaces BTC. When it’s rough, losses cut deeper.

4/ Litecoin (LTC)

$LTC.X ( ▼ 3.64% ) is a classic high-beta Christmas play with:

• 2020: +42% (boosted by PayPal integration and BTC breakout)

• 2023: +5%

• 2024: estimated +7%

But it rough years were rougher:

• 2019: -13%

• 2021: -30%

• 2022: -12%

Still, LTC tends to benefit modestly from holiday risk-on mood and halving narratives.

5/ Monero (XMR)

$XMR.X ( ▼ 1.77% ) is quiet but consistent with:

• 2020: +15%

• 2022: +9% (even while most of the market was red)

• 2023: +10%, climbing from ~$160 to ~$180

Across 2019–2024, Monero has avoided major December crashes and usually ends the month in the green.

It’s one of the most stable mid-cap performers during the holiday season.

So, is the “Santa Rally” real?

Yes, but only in selective years like 2020 and 2023. Each of these 5 coins also had at least one December with negative returns.

When macro looks good, the rally shows up. If it’s cold outside and inside the economy? Don’t expect much.

Defensive plays like Monero tend to shine when everything else is flat.

Don’t blindly expect Santa every year. If we get good macro vibes - rate cuts, ETF flows, more spot volume - this December could surprise us (again).

Shoppers are adding to cart for the holidays

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Read the guide to get your CTV campaign live in time for the holiday rush.

Learn more.

👀 NEW TRUMP’S FED PICK, NEW CYCLE IN 2026?

There’s a lot of buzz right now that Kevin Hassett is Trump’s top pick to replace Jerome Powell as Fed Chair in 2026.

Like we said yesterday, Trump’s been dropping hints, saying he’s already “decided,” and Hassett’s name keeps coming up.

If that happens, it could shake up markets in a good way for crypto.

Hassett isn’t new to Trump’s team. He currently heads the National Economic Council and is seen as:

• Far more dovish than Powell, favoring aggressive rate cuts

• A long-time advocate for pro-growth, pro-tax-cut policies

• A strong insider voice in Trump’s economic inner circle

Basically, where Powell moves slow and careful, Hassett is more likely to cut rates quickly if the economy cools → which means more liquidity, weaker dollar, and more risk appetite.

If Hassett takes over, here’s what could happen:

• Faster rate cuts → real yields drop

• Weak USD → money moves into crypto

• More liquidity → BTC and ETH could rip

• Altcoins get a boost too (cheaper credit = more DeFi, more token launches, more fun)

Altcoins could benefit too. Cheaper credit + more risk appetite = more capital flowing into DeFi, L2s, and new token launches. Historically, crypto volume jumps when borrowing gets easier.

There’s a catch though. Some people are worried about Fed independence, Hassett’s very close to the Trump team, and that could make bond markets nervous.

If the bond side flips out, crypto might get short-term turbulence too.

But overall, markets are pretty into the idea. Traders see this as bullish, especially with ETFs live and more tokenization use cases showing up every week.

If Hassett really gets the job, 2026 might be one of those “liquidity wave” years again, the kind that pushes crypto back into beast mode.

You don’t have to wait for the official pick. Watch how the market starts rotating. Narrative comes before action now.

If we see even a hint of early confirmation in Q1, maybe we’ll see risk-on vibes to build fast, and crypto will likely lead the charge.

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🔥 BURNING HOT TAKES FOR THE ROAD

Yi He has officially been named Co-CEO of Binance. Not CZ returning to the top spot this time. Read more

Grayscale & CEO of BitMine both predicts BTC will break its ATH in 2026, it won’t follow the old 4-year halving cycle anymore. Read more

CZ thinks more ATH projects are coming soon. In his recent tweets, CZ has been dropping the word “Prediction” a lot. Read more

Grayscale just launched the first-ever U.S. Chainlink ETF ($GLNK ( ▼ 0.27% ) ) on NYSE Arca. $LINK.X ( ▼ 2.74% ) price surged 15% on the news. Read more

🤡 SPICY MEME

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⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.