Coinbase Predicts December Crypto Rebound Following Historic November Slump
In a recent institutional analysis, Coinbase has forecasted a significant market resurgence for cryptocurrencies in December 2025, attributing the anticipated rebound to renewed activity in the bond market by the Federal Reserve. This optimistic outlook follows what has been described as one of the most severe downturns in the crypto market over the past three years, with Bitcoin trading approximately three standard deviations below its 90-day average during November. The report highlights a notable shift in investor behavior, observing that long-term holders transitioned from a phase of accumulation to selling pressure last month. Coinbase Institutional posits that the Fed's actions are poised to serve as a catalyst for risk assets broadly, including digital currencies. This analysis provides a data-driven perspective for navigating the volatile landscape, suggesting that the extreme statistical deviation observed in November may set the stage for a mean-reverting rally as the year concludes.
Coinbase Foresees Crypto Rebound in December After November Slump
Coinbase Institutional predicts a market resurgence for cryptocurrencies in December, citing the Federal Reserve's renewed bond market activity as a catalyst for risk assets. The analysis follows November's severe downturn, which saw Bitcoin trading three standard deviations below its 90-day average—marking one of the weakest crypto market periods in three years.
Long-term investors shifted from accumulation to selling BTC, while stablecoin liquidity hit 2023 lows. Despite record outflows from spot ETFs and fear-driven trading, Coinbase identifies conditions ripe for recovery, noting AI-driven economic disparities may paradoxically fuel corporate profits.
Coinbase Partners With Major US Banks on Stablecoin and Crypto Trading Pilot Programs
Coinbase CEO Brian Armstrong revealed at the New York Times DealBook Summit that several major US banks are collaborating with the exchange on pilot programs for stablecoins, crypto custody, and digital asset trading. While specific institutions weren't named, Armstrong emphasized that financial firms resisting crypto adoption risk obsolescence.
BlackRock CEO Larry Fink, appearing alongside Armstrong, endorsed Bitcoin's role as a hedge against macroeconomic instability. This sentiment aligns with BlackRock's spot bitcoin ETF (IBIT), which has amassed $72 billion in market cap since its January 2024 launch.
Armstrong urged legislative action, calling for a Senate vote on the CLARITY Act to establish regulatory frameworks for crypto exchanges and token issuers.
Top CEOs Shape Cryptocurrency’s Integrated Future in Global Finance
The DealBook Summit in New York marked a watershed moment for cryptocurrency, with Coinbase CEO Brian Armstrong and BlackRock CEO Larry Fink debating Bitcoin's role in global finance. Fink, once a skeptic who called Bitcoin "currency for thieves," now views it as a long-term store of value—a "fear asset" during economic uncertainty. Armstrong dismissed bearish predictions, asserting Bitcoin's irreversible structural shift into mainstream finance.
2025 looms as a decisive year for U.S. cryptocurrency regulation, while institutional adoption accelerates. The tokenization race is forcing traditional banks to confront their inevitable digital reckoning. What began as niche technology now commands center stage at the world's most influential financial forums.
