📣 SUMEX Monday Watchlist: Top Crypto Shakers (Dec 29)

The year's final week is opening in low gear 🐢. The market is stuck between a post-Christmas ETP cash exodus and a looming $585M altcoin unlock tsunami, making any rally attempt feel fragile. Yet Solana just posted a monster revenue year.

Tomorrow's Fed minutes could set the 2026 tone. Here’s your Monday cheat sheet. 👀

📢 THE BIG DEALS

❌ BTC rejects $90K again → Bitcoin's quick hop past $90K didn't last, getting slammed back under $88K and yanking alts like ETH and SOL down with it. The move mimicked a drop in Nasdaq futures, showing that stocks sneeze, crypto catches a cold.

Traders are backing off the leverage, with open interest dipping as the cautious, holiday-thin vibe holds strong. For now, the market's just too jittery to stick a landing.

💼 ETPs bleed $446M over Christmas → Crypto ETPs are still leaking cash, with another $446M fleeing last week — bringing the total post-October exodus to a brutal $3.2B. US investors led the panic, while Germany quietly scooped up more.

But it's a rotation, not a rout. While BTC and ETH funds bled, the hot new XRP and SOL ETPs actually pulled in more cash than ever. Investors are getting picky, not giving up.

🔓 $585M in unlocks loom large → Alts are staring down a massive $585M token dump this week. The big one is HYPE's $251M cliff unlock — a giant wave of supply hitting all at once.

Linear releases for SOL, DOGE, and friends will keep the pressure on drip by drip. Sure, unlocks don't wreck the tech, but they guarantee FUD and give early backers a green light to cash out. With the market already on edge, expect some serious chop.

🔥 SOL's #1 in annual revenue → Solana just clinched the crown for 2025, raking in a massive $1.3B in network revenue — more than double Ethereum's $524M. DeFi degens and memecoin mania are fueling insane transaction volumes on its low-fee rails.

The network is printing cash, but the token isn't. The community is screaming for fee burns or better value capture to make those fundamentals actually matter.

WEEKLY GAINERS & PAINERS

🚀 Pumping: CC (+48.9%) is on a heater, posting back-to-back gains thanks to a huge TradFi nod. Its deal with the DTCC to tokenize their massive asset pile is the ultimate legitimacy stamp.

💣 Dumping: MNT (-12.5%) saw its December strength vaporize in the broader fear. After trading dead flat around $1.05, the price just took a fresh plunge hours ago.

🔮 MAKE-OR-BREAK DATA (US)

TUE: FOMC Meeting Minutes → The inside scoop on December's rare, divided 9-3 rate cut. Look for dovish hints on 2026 easing (bullish for crypto) vs. hawkish inflation worries (trouble ahead).

WED: Initial Jobless Claims → The final labor read of 2025. A surprise jump = fuel for more 2026 Fed cuts. Stubbornly low claims = "cautious Fed" narrative sticks.

FRI: S&P Global Manufacturing PMI → 2026's first economic health check. Weakness = rate cut hopes rise. Surprise strength = rate-cut pressure eases.

⛄️ Bottom line: A holiday-thin week, but the clues are crucial. The Fed minutes set the 2026 tone — trade the divide.

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