Analyst: Regulatory and Institutional Tailwinds Drive Crypto Market Rebound, But Market Sentiment Remains Cautious

By: theblockbeats.news|2025/12/03 14:16:00

0

Share

copy

BlockBeats News, December 3rd, CoinDesk analyst Shaurya Malwa stated that despite a rebound in the cryptocurrency market, market sentiment remains cautious. Earlier this week, Bitcoin's sell-off, accompanied by a weekend liquidity crunch and spillover from macro market jitters, amplified price volatility. The broader market is still digesting concerns related to corporate balance sheets, including a sharp pullback in Strategy-related ETFs and pending MSCI methodological reviews, factors that have dampened risk appetite in recent trading.

Tuesday's rally was driven by several incremental catalysts. U.S. SEC Chairman Paul Atkins stated that the SEC plans to unveil a proposed digital asset company "innovation exemption" framework, seen by the market as a step toward regulatory clarity after months of policy stagnation. In addition, Vanguard Group announced this week that it will allow the trading of cryptocurrency ETFs and mutual funds on its platform, boosting market sentiment after prolonged outflows of long-term funds.

However, from the structure of the rebound, it is primarily a relief rally rather than a trend reversal. Market depth remains uneven, with various mainstream tokens recovering from multi-week lows. The next test is whether spot demand can sustain this round of rebound once the derivatives market recovers from the liquidation cycle.

-- Price

You may also like

Particle Founder: The entrepreneurial insights I have gained the most from in the past year

Particle Founder: The entrepreneurial insights I have gained the most from in the past year

Stop lean startup, stop lightning entrepreneurship, and think carefully about what your product aspirations are.

Huang Renxun's latest podcast transcript: The future of Nvidia, the development of embodied intelligence and agents, the explosion of inference demand, and the public relations crisis of artificial intelligence

Huang Renxun's latest podcast transcript: The future of Nvidia, the development of embodied intelligence and agents, the explosion of inference demand, and the public relations crisis of artificial intelligence

The competition in the future is not just about whose model is larger or whose computing power is stronger, but also about who understands the industry better, who can embed AI more deeply into real processes, and who can organize these capabilities into a runnable and scalable system.

OKX Ventures Research Report: AI Agent Economic Infrastructure Research Report (Part 1)

OKX Ventures Research Report: AI Agent Economic Infrastructure Research Report (Part 1)

The existing infrastructure is hostile to the Agent economy. Agents can think and act independently at the "capability level," but at the "economic level," they are still locked into infrastructure designed for humans.

The migration of settlement rights: B18 and the institutional starting point of on-chain banks

The migration of settlement rights: B18 and the institutional starting point of on-chain banks

In the traditional system, banks decide the settlement; in the on-chain system, code begins to take over this responsibility.

From Tencent and Circle: Looking at the Simple and Difficult Questions of Investment

From Tencent and Circle: Looking at the Simple and Difficult Questions of Investment

The AI narrative continues to ferment, but the recent performance of related stocks varies, with some in the midst of summer and others as if in winter.

The second half of stablecoins no longer belongs to the crypto circle

The second half of stablecoins no longer belongs to the crypto circle

What Coinbase doesn't want, Mastercard is eager to buy.

Cursor "Shell" Kimi Controversy Reversed: From Copyright Infringement Allegations to Authorized Collaboration, China's Open Source Model Once Again Becomes a Global AI Foundation

Cursor "Shell" Kimi Controversy Reversed: From Copyright Infringement Allegations to Authorized Collaboration, China's Open Source Model Once Again Becomes a Global AI Foundation

Cursor was accused of being based on Kimi K2.5, which sparked controversy, and was later confirmed to be compliant through Fireworks AI due diligence.

The Real Reason Tokens Don't Sell: 90% of Crypto Projects Overlook Investor Relations

The Real Reason Tokens Don't Sell: 90% of Crypto Projects Overlook Investor Relations

Provide an Investor Relations Best Practices Guide for Crypto Projects.

Is the income of pump.fun real, earning a million dollars a day despite the market downturn?

Is the income of pump.fun real, earning a million dollars a day despite the market downturn?

If it can really earn this much, what is the reason for the low price of $PUMP?

The real reason why tokens are not selling: 90% of crypto projects neglect investor relations

The real reason why tokens are not selling: 90% of crypto projects neglect investor relations

Investor Relations Practice Guide for Cryptocurrency Projects.

Who is the true winner of the "Tokenization" narrative?

Who is the true winner of the "Tokenization" narrative?

Virtually everyone benefits, but the reason for the benefit, the timing, and the underlying logic are completely different.

Moss: The Era of AI-Traded by Anyone | Project Introduction

Moss: The Era of AI-Traded by Anyone | Project Introduction

AI Trading Agent is rapidly growing its infrastructure.

Chip Smuggling Case Exposes Regulatory Loophole | Rewire News Evening Update

Chip Smuggling Case Exposes Regulatory Loophole | Rewire News Evening Update

AI chips have become a strategic asset more sensitive than missiles

How a Structured AI Crypto Trading Bot Won at the WEEX Hackathon

How a Structured AI Crypto Trading Bot Won at the WEEX Hackathon

Ritmex demonstrates how disciplined risk control and structured signals can make an AI crypto trading bot more stable and reliable on WEEX, highlighting the importance of combining execution discipline with scalable AI trading systems.

Old Indicator Fails, Three Major New Signals Emerge: BTC True Bottom May Still Be Below $60K

Old Indicator Fails, Three Major New Signals Emerge: BTC True Bottom May Still Be Below $60K

When the grocery shopping auntie on the subway, or Tony the hairdresser, start asking you about BTC, crypto, and cryptocurrency investments, selling immediately will be the only best option.

Meeting OpenClaw Founder at a Hackathon: What Else Can Lobsters Do?

Meeting OpenClaw Founder at a Hackathon: What Else Can Lobsters Do?

Imperial College London MetaGame: AI Agent × Web3 Landing Three Major Directions.

Huang Renxun's Latest Podcast Transcript: NVIDIA's Future, Embodied Intelligence and Agent Development, Soaring Demand for Inferencing, and AI's PR Crisis

Huang Renxun's Latest Podcast Transcript: NVIDIA's Future, Embodied Intelligence and Agent Development, Soaring Demand for Inferencing, and AI's PR Crisis

The future of competition is not only about whose model is bigger, whose computing power is stronger, but also about who understands the industry better, who can more deeply integrate AI into real processes, and who can organize these capabilities into a set of executable, scalable systems

How a Structured AI Crypto Trading Bot Won at the WEEX Hackathon

How a Structured AI Crypto Trading Bot Won at the WEEX Hackathon

Crypto_Trade shows how structured inputs and controlled adaptability can build a more stable and reliable AI crypto trading bot within the WEEX AI Trading Hackathon, highlighting a practical path toward scalable AI trading systems.

Particle Founder: The entrepreneurial insights I have gained the most from in the past year

Stop lean startup, stop lightning entrepreneurship, and think carefully about what your product aspirations are.

Huang Renxun's latest podcast transcript: The future of Nvidia, the development of embodied intelligence and agents, the explosion of inference demand, and the public relations crisis of artificial intelligence

The competition in the future is not just about whose model is larger or whose computing power is stronger, but also about who understands the industry better, who can embed AI more deeply into real processes, and who can organize these capabilities into a runnable and scalable system.

OKX Ventures Research Report: AI Agent Economic Infrastructure Research Report (Part 1)

The existing infrastructure is hostile to the Agent economy. Agents can think and act independently at the "capability level," but at the "economic level," they are still locked into infrastructure designed for humans.

The migration of settlement rights: B18 and the institutional starting point of on-chain banks

In the traditional system, banks decide the settlement; in the on-chain system, code begins to take over this responsibility.

From Tencent and Circle: Looking at the Simple and Difficult Questions of Investment

The AI narrative continues to ferment, but the recent performance of related stocks varies, with some in the midst of summer and others as if in winter.

The second half of stablecoins no longer belongs to the crypto circle

What Coinbase doesn't want, Mastercard is eager to buy.

Popular coins

Latest Crypto News

04:42

Data: 479.23 BTC transferred from an anonymous address, flowing into Gemini after a relay

According to Arkham data, at 03:43, 479.23 BTC (worth approximately 33.7 million USD) was transferred from one anonymous address (starting with 1DcH...) to another anonymous address (starting with 1626...). Subsequently, that address transferred a portion of the BTC (0.001 BTC) to Gemini.

04:42

Data: In the past 24 hours, the total liquidation across the network was $56.3326 million, with long positions liquidated at $23.2903 million and short positions liquidated at $33.0423 million

According to Coinglass data, in the past 24 hours, the total liquidation across the network was $56.33 million, with long positions liquidated at $23.29 million and short positions liquidated at $33.04 million. Among them, Bitcoin long positions were liquidated at $4.43 million, Bitcoin short positi...

04:42

Data: 13.99 BTC transferred from an anonymous address, flowing into Gemini after a transfer

According to Arkham data, at 04:14, 13.99 BTC (worth approximately $3.3728 million) was transferred from one anonymous address (starting with 1626VVs...) to another anonymous address (starting with 18jpmd...). Subsequently, the address transferred 13.99 BTC to Gemini.

03:42

Data: 2,448 BTC transferred from an anonymous address, flowing into Kraken after a relay

According to Arkham data, at 03:10, 2,448 BTC (worth approximately $1.723 billion) was transferred from one anonymous address (starting with bc1q2ma4gfnzfk7y0kdl8zee7rlpvtnxm60j56lega) to another anonymous address (starting with bc1qmk0507znrq000gu8j3nhmuyzlmgtfd9q4gahpz). Subsequently, the address ...

02:42

Data: 215.6 BTC transferred from an anonymous address, then routed to another anonymous address

According to Arkham data, at 00:53, 215.6 BTC (worth approximately $15.1068 million) was transferred from one anonymous address (starting with bc1qc2mx...) to another anonymous address (starting with bc1qjzd...). Subsequently, that address transferred part of the BTC (214.6 BTC) to another anonymous...