Gate Research: BTC and ETH Consolidate as AI and Privacy Computing Sectors Show Structural Strength

From December 2 to December 15, 2025, global markets exhibited divergent performance. Despite the Fed delivering a rate cut as expected, policy disagreements and expectations of a pause in further easing weighed on risk appetite. BTC and ETH remained in a consolidation phase, while higher-beta assets outperformed. Tokens related to AI applications and privacy computing showed notable strength, whereas narratives around new public blockchains and stablecoins underperformed. Volume–price dynamics were clearly fragmented, with the market still dominated by short-term trading, although structural opportunities remain. Meanwhile, sectors such as node-based networks, incentivized testnets, and community point systems continued to heat up, with projects accelerating early user acquisition through airdrops and point-based incentives. This article outlines the key participation pathways to help users position at low cost and capture potential upside from upcoming mainnet launches, token distributions, and ecosystem expansion.

Key Takeaways:

• Macro uncertainty dominates as markets remain in consolidation with clear structural divergence: Although the Fed delivered a rate cut as expected, policy disagreements and expectations of a pause in further easing continue to weigh on risk appetite. Gold has led traditional assets with strong year-to-date gains, while equities reached new highs amid cooling sentiment in AI infrastructure. In crypto markets, fear has rebounded, trading activity remains concentrated in major assets and stablecoins, BTC and ETH continue to consolidate, and higher-beta assets have outperformed, with AI applications and privacy-computing themes showing phase-specific strength.
• Layered price–volume dynamics, with resilience at the top and high-beta trading in small caps: The top 500 tokens by market cap posted an average gain of approximately 2.34%, but performance was clearly segmented, characterized by “leaders outperforming, mid-caps under pressure, and small caps showing selective recovery.” Tokens such as BEAT, NIGHT, and LUNA rallied sharply on the back of AI and privacy-computing narratives, while weaker-consensus or high-beta assets including SAD, LGCT, and TOMI saw rapid pullbacks, indicating that capital flows remain dominated by short-term rotation and sentiment-driven trading.
• Rising volumes without broad confirmation, as trend capital has yet to fully return: Trading volume expansion was concentrated primarily in the market-cap 200–400 range, with only a small number of mid- and small-cap tokens achieving a clear “volume-plus-price” rebound. For most assets, higher turnover failed to translate into sustained upside. Correlation analysis suggests that tokens with strong trading attributes and sentiment sensitivity are more responsive to volume changes, while mature ecosystems and infrastructure assets exhibit greater price independence, signaling a shift toward more refined and segmented pricing dynamics.
• Incentive-driven projects accelerate, with airdrop and point-based windows remaining open: A range of node-based networks, incentivized testnets, and community point programs are in early or active task phases, spanning Solana node networks, public-chain testnets, loyalty programs, and content-based incentives. By deploying nodes, interacting with testnets, completing social tasks, or producing content, users can accumulate contribution records and position at relatively low cost to capture potential upside from upcoming mainnet launches, token distributions, and broader ecosystem expansion during a consolidating market phase.

Discover more details today → Gate Research: BTC and ETH Consolidate as AI and Privacy Computing Sectors Show Structural Strength

Gate Research is a comprehensive blockchain and cryptocurrency research platform that provides deep content for readers, including technical analysis, market insights, industry research, trend forecasting, and macroeconomic policy analysis.

Disclaimer

Investing in cryptocurrency markets involves high risk. Users are advised to conduct their own research and fully understand the nature of the assets and products before making any investment decisions. Gate is not responsible for any losses or damages arising from such decisions.

Gate Ekibi
19 Aralık 2025

Kriptoya Açılan Kapı
4,300'den fazla kripto para birimini güvenli, hızlı ve kolay bir şekilde alıp satma
Şimdi Harekete Geçin
Kaydolun ve 10.000 $'a kadar hoş geldin ödülü kazanın
Arkadaşlarınızı davet edin ve %40 komisyon kazanın
Bağlantıda Kalın
Gate'nun resmi web sitesini ziyaret edin
Gate Uygulamasını İndirin | Masaüstü
Daha fazla bonus almak için bizi X (Twitter) üzerinden takip edin
Trend konuları tartışmak için Telegram topluluğumuza katılın
En son bilgiler için global topluluğumuzla etkileşime geçin
Şeffaflık ve Güvenlik
100 Rezerv Kanıtımızı Kontrol Edin