Hayes tried to spark a new FUD fire around Tether today, but it doesn’t seem like he’s been successful for now. It wouldn’t be good to start December with Tether FUD. Bitcoin 
$90,811.29 The price is calm despite the low volume weekend and analysts have some predictions for December. Now let’s take a look at what awaits cryptocurrency investors.
TetherFUD
With many leading names suppressing Hayes, the reserve discussions that were tried to be initiated for Tether seem to have calmed down. The classic thing about cryptocurrencies for almost 10 years is the rumors and discussions about Tether. That’s why the company even started to publish reserve certification reports through BDO. Today, we shared the evaluations of people who are knowledgeable about why Hayes is wrong.
As expected recently Paolo Ardoino He also came on stage and gave the expected answer. Tether Paolo, CEO and CTO, said;
“From the latest certification announcement (Q3 2025):
“Tether will continue to maintain an excess reserve buffer of billions of dollars and total private Group equity capital approaching $30 billion.”
Tether had (at the end of Q3 2025) ~$7 billion in excess equity (alongside ~$184.5 billion in stablecoin reserves) + ~$23 billion in retained earnings as part of Tether Group equity.
Tether Group total assets: ~215 billion
Stablecoin liabilities: ~184.5 billion
S&P made the same mistake by ignoring additional Group Equity and ~500 million monthly underlying profits from US Treasury returns alone. “Some influencers are either bad at math or are incentivized to support our competitors.”
Where Will Cryptocurrencies Go?
What many analysts looked at were the clusters forming for potential liquidation. BTC price The huge decline it experienced brought about liquidations worth billions of dollars per day. However, today the picture is a little different. The liquidity below has been largely taken and short liquidations seem more sensible for now.
A 10% increase in value could trigger potential liquidations of $8.5 billion. In the decline, this figure is 6.4 billion dollars.
DaanCrypto also talks about similar things.
“BTC A few liquidation clusters worth watching in the short term:
There are a few good clusters at just under $90,000 and $88,000.
However, after this big drop, the majority remains above. The first major level will be around ~$94,000. The next level will be ~$97,000 and above.
Secondly, it is a level that intersects a lot with various other levels and indicators. “If this relief bounce continues to move higher, that is the key level I should watch in the short-to-medium term.”
to liquidity dayab Stating that it is 165 thousand dollars, Poppe says that the current period is still no different from COVID-19, FTX collapse and the 2018 bottom level. Previous similar periods were the biggest nightmare phases.
Chris Burniske, on the other hand, argues that the real rise phase will begin after 56 thousand dollars is tested. This region is the 200W SMA and is mentioned by most of those who predict the decline to deepen.
