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The Crypto Minute
Your Weekly Guide to Surviving the Crypto Rollercoaster.
Jiří Makovský & CoinBrain
December 08, 2025 • Reading Time: 10 minutes
New Crypto Minute is here with a fresh coat! 🚀 Check out which narrative is rocking the boat for possible plays, learn about a new tool that helps you with trading, and read the most important news of the week! 🤑
⤵️ Today’s Agenda:
Nasdaq races the SEC on tokenized stocks. Could this finally drag TradFi onto the blockchain for real?
Klarna drops its own stablecoin on Tempo. Zoomers now officially have a BNPL crypto they never asked for.
The IMF talks about tokenization. Spoiler: they love the efficiency and fear everything else.
NEObanking narrative heats up. New small caps are trying to become the “Revolut of Web3.”
BNB ETF quietly scraps staking. VanEck gives you the wrapper, but not a single drop of yield.
And more…
📊 Market Snapshot
| $89,290BTC-1.2% | $3,042ETH+1.7% | $3.04TCrypto Market Cap-1.9% | 22 (Fear)Fear & Greed Index+2 from last week |
📰 News Recap (Nov 24 to Dec 7)
Klarna Dropped Its Own Stablecoin on Stripe's Tempo Chain 😀
If you are a Zoomer, you have probably heard of Klarna, the get now pay later app, using which is roughly the financial equivalent of buying $POOPOOPEEPEE coin. 📉
Now Klarna is going crypto and launching KlarnaUSD, a USD pegged stablecoin on Stripe and Paradigm’s new Tempo layer. 🧪 It is live on testnet with mainnet planned for 2026.
For now they claim it is “just” for internal payments across their 26 markets, but the CEO already calls this the beginning of Klarna in crypto.
Everyone and their mom is getting their own stablecoin, and the market cap exploded in 2025.
VanEck Quietly Rugs Staking On Its BNB ETF 👇
VanEck went from “maybe we stake BNB for you” to “actually, we are not touching staking at all” in its latest S-1 filing. 😶
📉 The updated doc says the BNB ETF will not do any staking at launch and might never do it, which means holders miss out on any on-chain rewards and trail spot BNB performance.
Between the lines, it screams “we are scared the SEC calls BNB a security,” and VanEck even admits that could nuke the product if it happens. ☢️
It’s like yield farming but the only thing that compounds is your disappointment. 😵💫 Still, for the suits on Wall Street, betting on dominating Binance (especially with the Trump relationship going on) it might just work.
💼 Nasdaq Wants Tokenized Stocks “ASAP”
Nasdaq’s crypto lead Matt Savarese says tokenized stocks are now a top priority and the exchange is ready to grind through whatever questions the SEC throws at them. 🏃♂️⚡
🧱 You would be able to trade blockchain versions of regular Nasdaq stocks under the same old-school rules, so no big institutions can touch your tokens.
👉 Savarese insists they are not trying to blow up the current market structure, they want traditional players to join slowly and treat tokenization as the next infrastructure upgrade.
RWAs, or real-world assets, are meta right now, so Nasdaq is just riding the “tokenize everything” wave. 🌊
Meanwhile, crypto is split: some see a huge on-ramp for new liquidity, others worry most of the value will sit inside closed L2 rails instead of flowing into open DeFi. 🌀
🌍️ Story of the Week: IMF Coping About Tokenization
We will follow up on the previous tokenization story. The IMF dropped a shiny explainer on tokenized markets and basically admitted that on-chain finance is now a serious macro topic. 🚀
In their framing, tokenization cuts out middlemen like registrars and clearinghouses by automating them in code, making it faster and cheaper to buy, own and settle assets. 🧱
The international organization made a cool little video explaining the potential and risks of tokenization.
Tokenization as “Next Step for Money” 🤔
Researchers already see real cost savings, which is why things like BlackRock’s BUIDL turned RWAs into a multibillion-dollar biz. 💰 RWAs are no longer a niche, your boomer asset manager might be on them too. 🧑💼
But the IMF cannot hype without fear. 💥 Automated trading already created flash crashes in traditional finance, and smart contract-based markets can turn that into flash crashes on steroids. ⚡
In stress, stacked smart contracts can behave like dominoes and turn one local problem into a system-wide mess. Sort of like liquidity crunches we see now and then, when a big position gets liquidated. 💥
There were several instances of forced chain liquidations that pushed $BTC from $120k to almost $80k. Those sorts of crashes, but on a non-global scale, are what the IMF warns about.
Because settlement is near-instant, there is less time for human intervention or circuit breakers before the damage propagates across the system. ⏱️
Warnings of Low Liquidity
They also warn that dozens of tokenized platforms that “do not talk to each other” could fragment liquidity instead of fixing it. So yes, faster and cheaper, but with more creative ways to nuke your portfolio. 💣
Finally, the IMF reminds everyone that big money shifts like Bretton Woods or the fiat era were top-down, and tokenization will not be different. Tokenized markets are coming, but you will be sharing the playground with regulators, central banks and a lot of politicians. 👔
Alpha Leak 👉 NEObanking
NEObanks are one of the hottest new narratives in crypto right now. These projects mix wallets, yield, on chain payments and fiat ramps into a single Web3 banking experience. 🏦⚡Simply, one app where you can deposit, swap, spend with a card and earn yield.
Early NEObank tokens are trying to become the Revolut of Web3, with tiny liquidity and huge upside if the narrative really catches fire. 🚀
Small caps to check.
Mantle (MNT), MC ~ $3.33B
Ether.fi (ETHFI), MC ~ $466M
Plasma (XPL), MC ~ $364M
Avici (AVICI), MC ~ $81.9M
Cypher (CYPR), MC ~ $8.63M
🐋 Smart Money Tracker
Tuesday, Dec 2nd: After 15.7 years of inactivity, a miner wallet that earned 50 $BTC from mining on Mar 18, 2010 has moved its full 50 $BTC (around $4.33M) out.
Wednesday, Dec 3rd: Tether has minted 1B $USDT on Tron, pushing the network’s stablecoin market cap to over $80.2B.
Thursday, Dec 4th:Whale 0x97BD withdrew another 10,000 $ETH ($31.91M) from Bitget and now holds a total of 34,188 $ETH ($108.8M).
Friday, Dec 5th: SpaceX moved another 1,083 $BTC ($99.81M), likely sending it to Coinbase Prime for custody.
Saturday, Dec 6th: Circle has issued another 500M $USDC, bringing its total new $USDC supply over the past month to 10B.
Source: Lookonchain
🔒 Major Token Unlocks of the Week
$MOVE - 1.62% of the total supply will enter circulation on Dec 9, 2025.
$RAIN - 5.23% of the total supply will enter circulation on Dec 10, 2025.
$LINEA - 2.00% of the total supply will enter circulation on Dec 10, 2025.
$SQR - 3.09% of the total supply will enter circulation on Dec 11, 2025.
$UB - 1.75% of the total supply will enter circulation on Dec 12, 2025.
Explore more unlocks with full vesting details.
💡 Tool for Traders: EigenPhi
EigenPhi is an onchain MEV analytics tool that tracks how value is extracted by bots in DeFi on networks like Ethereum and BNB Chain. 🕵️♂️
You drop in a transaction hash or wallet address and it reconstructs the full token flow so you can see who profited and what really happened in the trade. 🔎
For traders, it’s EXTREMELY helpful. 🚀 It flags patterns like arbitrage, sandwich attacks, and liquidations, helping you spot if you got sandwiched and follow top MEV players. Follow the money, simple as.
🗞️ From our Blog
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DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and not investment advice or a solicitation to buy or sell any assets or make financial decisions. Always do your own research and stay safe out there.