Real Vision: Finance & Investing Trading the Markets: December 03, 2025
11 snips
Dec 3, 2025 Explore the latest shifts in the crypto landscape as Vanguard delves into ETF access and Bank of America embraces crypto allocations. The macro picture reveals weakening jobs data and a falling dollar, boosting liquidity and supporting risk assets. Bitcoin's critical breakdown below the 10-month moving average raises alarms, while traders are advised to adopt defensive strategies like gold or stablecoins. The Ethereum Fusaka upgrade promises lower fees and improved security. Get insights on top coins and a strategy to navigate potential market rebounds!
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Institutional Flows Are Becoming Material
- Vanguard opening access and BofA recommending ~4% crypto allocations increase institutional liquidity into Bitcoin and crypto ETFs.
- Bijan Maleki views these developments as bullish but says technicals still matter for short-term risk management.
10‑Month MA Is The Current Line In The Sand
- Bitcoin closed below its 10-month moving average, which Bijan treats as a ‘line in the sand’ for trend bias.
- He expects defensive positioning until Bitcoin convincingly closes back above that moving average.
De‑Risk By Rotating Into Safer Assets
- Consider selling some crypto into a potential rally toward ~$100k and rotate into gold, AI stocks, or stablecoins.
- Keep a core crypto allocation (Bijan suggests ~50% or more) and buy back stables on any deeper pullback.