Gate Ventures Weekly Crypto Recap (December 29, 2025)

GateBlog · 2025-12-29T11:15:34+00:00

The Federal Reserve Bank of Dallas Q4 survey indicates ongoing contraction in the energy sector, increasing chances of price spikes due to underinvestment. While growth continues and optimism around AI persists, sector risks demand selectivity. Key upcoming data includes U.S. job and inflation reports. The dollar is weakening, precious metals are buoyant, and the crypto market shows divergence, with smaller caps performing well amidst a muted major market.

GateBlog

2025-12-29 11:15:34

Abstract generation in progress

TL;DR

The Federal Reserve Bank of Dallas Q4 energy survey shows a second straight quarter of contraction, flagging persistent weakness in energy and higher odds of future supply-driven price spikes if underinvestment continues.
Energy softness raises the chance of a cyclical pullback (~10%) in major indices like the S&P 500, which could still be consistent with a positive full-year outcome depending on timing.
Growth remains intact and AI-driven optimism persists, but risks are increasingly uneven across sectors — arguing for selectivity and higher cash buffers.
Key data ahead: Focus on delayed U.S. non-farm payrolls and unemployment (Fri, Jan 9) and CPI (Tue, Jan 13) for signals on labor strength and inflation persistence.
Dollar easing: DXY is soft around ~98, reflecting expectations for further easing in 2026 and a narrowing U.S. rate advantage.
Precious metals bid: Gold holds above ~$4,500/oz on rate-cut expectations and safe-haven demand; silver remains strong after briefly topping ~$80/oz, supported by inflation-hedge and supply-demand dynamics.
Majors muted: BTC (-0.8%) and ETH (-1.76%) traded lower amid heavy ETF outflows (BTC: -$782m, ETH: -$102.34m). ETH/BTC slipped to 0.033, and sentiment stayed weak with Fear & Greed at 26 (Extreme Fear).
Market cap divergence: Total crypto market cap was broadly flat (-0.7%). Ex-BTC/ETH was nearly unchanged (-0.07%), while ex–Top 10 surged +3.06%, signaling strength in smaller caps.
Top 30 outperformance: Top 30 assets gained an average of +3.92%, driven by selective, catalyst-led moves.
Canton Network standout: +40% on DTCC’s plan to tokenize U.S. Treasuries on Canton, highlighting institutional-grade RWA momentum.
Toncoin strength: +16.1% following Telegram’s expansion of NFT-enabled gifts minted on TON.
WLFI catalyst: +10.7% after a governance proposal to deploy

BTC-0,02%

ETH-0,15%

CC-2,6%

TON1,57%

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