XRP faces ‘now or never’ moment as traders eye rally to $2.50

Vanguard's recent policy reversal to allow spot ETFs for Bitcoin, Ethereum, XRP, and Solana has catalyzed a significant +6% rally in Bitcoin prices on December 2-3, 2025. This shift marks a departure from Vanguard's historically conservative stance in traditional finance, indicating a newfound openness to cryptocurrency investments.

Strategy's monthly Bitcoin purchases have significantly decreased in the latter half of 2025, coinciding with a downturn in the crypto treasury market. This decline reflects broader market instability, as Bitcoin's value has plummeted, impacting investor confidence.

In 2025, cryptocurrency mergers and acquisitions (M&A) reached unprecedented levels, surpassing $8.6 billion, despite ongoing market volatility and economic challenges. This surge in deal activity indicates a robust interest in the crypto sector, showcasing resilience amid external pressures.

Analysts from Cryptoquant have identified a significant structural shift in Strategy's Bitcoin accumulation plans, indicating a change in approach as the company adapts to current market conditions. This shift comes amid fluctuating Bitcoin prices and broader market instability.

Bitcoin's price is currently hovering around $93,117, nearing the $94,000 mark, driven by strong institutional demand and a significant trading volume of $81 billion in the last 24 hours. This bullish setup follows a recovery from a recent dip, indicating renewed investor confidence in the cryptocurrency market.

Bitcoin's price is currently hovering around $90,000, which aligns closely with production costs, indicating a tightening bull/bear line. This situation arises as Bitcoin's network valuation models suggest that the cryptocurrency is near its fair value, reflecting a critical juncture in its market dynamics.

Bitcoin experienced its strongest trading day since May, with significant buy-side flows and a positive shift in investor sentiment, suggesting a potential rally that could push prices above $100,000. The Coinbase premium has also turned positive, indicating renewed demand in the market.

Bitcoin exchange-traded funds (ETFs) have regained momentum as Solana ETFs demonstrate stronger performance compared to Ether, reflecting a shift in investor interest within the cryptocurrency market. This resurgence comes after a period of volatility, with Bitcoin stabilizing around $86,000 and showing modest gains as December begins.