Wednesday, December 10, 2025

Data Dump Day

Summary: 12/10/25

Market Cap: 3.3 Trillion ($3,300,000,000,000)

Bitcoin $92K - ($92,000) Ethereum $3.3K - ($3,300)

I wanted to know if anyone had collected the same data in the previous few weeks. I might be a little off, and the data might be outdated and inconclusive. Is sharing it with the community safe? I'm taking a risk, but this is what I've read and learned. Please correct me if I'm mistaken.

  1. The Federal Reserve Rate Cut: (-.25%) Federal Open Market Committee (FOMC) meeting today, December 10, 2025, by cutting its benchmark interest rate by 25 basis points to a range of 3.5%-3.75%. The Fed also initiated the purchase of shorter-term Treasury securities.

Key Decisions and Implications:

⦁ Interest Rate Cut: This is the third consecutive quarter-point rate cut this year. This move aims to support the labor market amidst a slowing economy, though it has faced some dissent among FOMC members due to lingering inflation concerns.

⦁ Bond Purchases (Balance Sheet Policy): The Committee announced it will initiate purchases of shorter-term Treasury securities as needed to maintain an ample supply of bank reserves. This follows an earlier decision in October to cease quantitative tightening (QT), meaning the Fed will now roll over all maturing securities instead of letting them run off its balance sheet. This shift is a technical adjustment to manage reserve levels within the banking system, which were showing signs of stress in the repo (repurchase agreement) market.

Perspective: BULLISH 🙂

⦁ Down -25% (75 basis points total and a total of three cuts in 2025) ⦁ Short term treasuries, quantitative tightening ⦁ Jerome Powell is terminated (FOMC Chairman)

  1. Artificial Intelligence:

Nvidia swinging (November) $195 -> $170 -> $183 today

⦁ AI companies (TOP 7) are being challenged by smaller competitors ⦁ Remember Deep Seek fears from a China competitor ⦁ Nvidia challenged by Google Gemini buyers from Meta data centers ⦁ No quantum computing technology to break encryption coding

Random Bulls Events:

⦁ Worldwide cartel wallets were liquidated during the drop of 30% recently in crypto ⦁ Financial Institutions are offering ETFs stocks through pro crypto recently. New players are IE. (JPMorgan, Vanguard, Schwab, Morgan Stanley.) ⦁ Michael Saylor offering a 12 year cycle explanation now that the mining has capped 95%

Random Bears Events:

⦁ Government - Shutdown 43 days - influenced the market heavily in all aspects ⦁ Jobs - No November or December job reports or accuracy ⦁ Unemployment - Raised over the past two years ⦁ Tariffs - Taxing everyone

Random Thoughts:

Bitcoin is the first cryptocurrency validated and still in service. There are 21,000,000 coins and 95% have been mined. An unknown number of coins have been lost forever.

Imagine there are 8,200,000,000 (8.2 billion) humans on earth today.

1 of 4 are Chinese. (25% people on EARTH) 2,000,000,000 (2.0 billion) Chinese.

Put this into perspective China are not pro crypto, nor is it legal since its ban in 2021. Meaning, in China you can be literally hanged, if not imprisoned for 10 years when trading crypto. Yet, you can mine in China, as they are #3 in the world in this field.

The crypto market is down 2 billion users possibly, not 2 billion dollars. This number is trillions. Possibly more than gold.

It's almost like they are the little kid who can't play with the big kids when playing sports. They are hindered by the government's choices for freedom of investments.


Tuesday, December 9, 2025

[2025 Crypto Wrapped] Crypto Rich List - Onchain Wallets

https://i.redd.it/sk9riilg996g1.jpeg

GameStop Corp. Quarterly Report Released - Here’s What You Should Know

GameStop Corp. Q3 2025 Summary for Investors

Financial Performance - Net Sales: $821.0 million for Q3 2025, down 4.6% from $860.3 million in Q3 2024. Nine-month sales were $2,525.6 million, a year-over-year decrease of 0.6%. - Hardware & accessories: $367.4M (44.7% of Q3 sales) - Software: $197.5M (24.1% of Q3 sales) - Collectibles: $256.1M (31.2% of Q3 sales) - Gross Profit: $273.4 million for Q3 2025 (33.3% margin), up from $257.2 million (29.9% margin) in Q3 2024. - SG&A Expenses: $221.4 million (27.0% of sales), down 21.5% from $282.0 million (32.8%) due to cost reductions. - Operating Income: $41.3 million in Q3 2025, a turnaround from a $33.4 million operating loss in Q3 2024. - Net Income: $77.1 million in Q3 2025 ($0.17/share basic, $0.13/diluted), up from $17.4 million ($0.04/share) in Q3 2024. Nine-month net income was $290.5 million. - Cash Flow: - Operating activities: $421.2 million provided YTD (vs. $(16.6) million prior year). - Investing activities: $(1,495.9) million used YTD, primarily due to digital asset and securities purchases. - Financing: $4,150.0 million provided, largely from convertible debt issuance.

Balance Sheet Highlights - Cash & Equivalents: $7,842.7 million at quarter end (up from $4,583.4 million a year ago). - Marketable Securities: $986.9 million, up sharply from $32.8 million. - Digital Assets (Bitcoin): 4,710 Bitcoin held as of Nov 1, 2025 (cost: $500.0 million; fair value: $519.4 million; $19.4 million unrealized gain YTD). - Total Assets: $10,550.7 million. - Long-term Debt: $4,162.6 million (up from $9.6 million), largely from new convertible senior notes: - $1.5 billion 0.00% Convertible Notes due 2030. - $2.25 billion 0.00% Convertible Notes due 2032. - Stockholders’ Equity: $5,303.0 million (up from $4,804.5 million).

Significant Events - Convertible Debt: Raised $3.75 billion in two tranches (2030 and 2032 notes) with 0.00% coupon rates in Q2 and Q3 2025. - Warrant Distribution: In October 2025, distributed new equity warrants (aggregate fair value: $172.9 million at issuance). - Bitcoin Investment: Board revised investment policy in March 2025, now permitting Bitcoin purchases. - Divestitures: Canadian and French operations classified as assets held for sale (assets $194.1 million, liabilities $180.5 million as of Nov 1, 2025). - ATM Equity Program: No shares issued in 2025, after raising $3.47 billion in 2024.

Geographic Segments - Q3 2025 sales: United States 75.2%, Australia 13.4%, Europe 11.4%. Canada segment sales fully divested. - European sales fell 45.7% YOY in Q3 as Canada and France exited; Collectibles sales grew sharply.

Risks & Considerations - Bitcoin Volatility: Exposes GameStop to substantial price and liquidity risks; Q3 saw a $9.2 million unrealized loss; cumulative unrealized gain YTD $19.4 million. - High Leverage: Debt increased to $4.16 billion. Future conversion or repayment of convertible notes may dilute equity and require large cash outflows. - Ongoing Restructurings: Multiple business divestitures and international exits (Canada, France, prior Italy/Germany), with potential for more asset impairments and cost adjustments. - Market & Execution Risk: Revenue decline in hardware and software partially offset by collectibles; strategic bets on digital assets; new investment policy and warrant issuance shift risk/reward profile.

Conclusion GameStop achieved a strong turnaround in profitability, driven by aggressive cost cuts and a focus on collectibles, while fortifying its cash position through convertible debt and digital asset investments. The firm faces elevated risk from its sizable debt load and exposure to Bitcoin volatility, alongside uncertainties from continued portfolio restructuring. Investors should closely monitor execution on cost control and the performance of new investments and financial instruments.

Visit Publicview AI to search and analyze millions of SEC filings using AI.


Let's go for some Bitcoin rollercoasting!


Monday, December 8, 2025

Bernstein Reveals Bullish Forecast for Bitcoin Price Despite Recent Correction

![](https://picsum.photos/id/995/500/500)

Bernstein analysts evaluated BTC following the decline in Bitcoin price in their latest report. Continue Reading: Bernstein Reveals Bullish Forecast for Bitcoin Price Despite Recent Correction

Source: https://rwatimes.io/articles/coinmarketcap-bernstein-reveals-bullish-forecast-for-bitcoin-price-despite-recent-correction-2782874345

Details: - Published: 08/12/2025 20:59 (UTC) - 📊 Characteristics Score:

Asset Type: stable_coin Sentiment: 0.75 Entropy: 0.25 Relevance: 0.6 Staleness: 0.85 Uncertainty: 0.1 Level-1 Focus: institutional-adoption, market-cycles-macro-sensitivity Level-2 Focus: asset-manager-initiatives, market-volatility-liquidity-events - 🏷️ Tags: #bernstein #bitcoin #btc #bull cycle #institutional demand #etfs #price forecast #2026 #2027


Posted from RWA Times Bot


BTC Pulls Back to $90K as Markets Wait for Catalyst | Strategy Buys 10,624 BTC | Monday Roundup

✅ The S&P 500 failed to push toward a new ATH, and BTC followed equities, pulling back to $90k. Waiting for Wednesday - the markets need a catalyst 🙏

Monday's news:

🔸 Media: U.S. authorities are ready (https://x.com/KobeissiLetter/status/1998090396371759165) to allow Nvidia AI-chip shipments to China

🔸 The new U.S. National Security Strategy does not mention cryptocurrencies 🫡

🔸 Strategy purchased (https://www.strategy.com/press/strategy-acquires-10624-btc-and-now-holds-660624-btc_12-08-2025) an additional 10,624 BTC for $962M

🔸 Trump decided to personally intervene in the deal between Netflix and Warner Bros. - and Netflix probably won't like that

🔸 Binance caught an employee using insider information for personal gain

🔸 The U.S. Department of Labor canceled (https://x.com/KobeissiLetter/status/1998062102255128590) the October PPI inflation report. The aftermath of the shutdown is still affecting the markets

🔸 During Q3, Harvard University increased (https://x.com/WuBlockchain/status/1997908568629264638) its Bitcoin ETF holdings to $443M and its gold ETF holdings to $235M

🔸 Tesla's Optimus robot malfunctioned during an event - possibly operated by a human rather than AI 🫢

🔸 The Abu Dhabi regulator granted (https://www.binance.com/en/blog/regulation/135414587642456580) a license to Binance and approved (https://tether.io/news/tethers-usdt-recognised-as-accepted-fiat-referenced-token-in-abu-dhabis-adgm-for-use-on-several-major-blockchains/) USDT usage for institutional clients

🔸 The SEC concluded its two-year investigation into Ondo Finance with no charges

🔷 Rates:

Bitcoin - $90,047 (↓1.62%)
S&P 500 - 6,830 (↓0.58%)
Gold - $4,185 (↓0.32%)
Brent Oil - $62.42 (↓2.29%)