Deep Dive
1. AI Deal Sparks Rally (24 December 2025)
Overview:
BAT jumped 11% to $0.22 after Nvidia’s $20B partnership with Groq on AI inference tech, which boosted AI/blockchain tokens. The deal aims to scale decentralized AI infrastructure, aligning with BAT’s role in privacy-focused ad ecosystems. BAT outperformed major AI tokens like TAO (+6%) and NEAR.
What this means:
This is bullish for BAT as it reinforces narratives around AI-crypto convergence. However, gains were tempered by $23B Bitcoin options expiry volatility and ETF outflows. Traders should watch whether BAT holds above $0.215 support post-rally.
(TokenPost)
2. Brave Hits 101M Users (28 November 2025)
Overview:
Brave Browser surpassed 101M monthly active users (42M daily), driving BAT’s utility in its ad-rewards system. On-chain BAT transfers spiked 72%, with large holders accumulating tokens.
What this means:
Fundamental demand is strengthening: users earn BAT for viewing ads, and Brave’s growth (adding ~2.5M users/month) directly increases token circulation. The fixed supply (1.5B) adds scarcity, but regulatory risks linger for ad-tech models.
(CoinJournal)
3. Technical Breakout Confirmed (13 December 2025)
Overview:
BAT broke out of a weekly falling wedge, signaling midterm bullish momentum. It’s consolidating between $0.272 (support) and $0.2867 (resistance), with relative strength against BTC (+2%) and ETH (+3.6%).
What this means:
The structure favors bulls if $0.272 holds, but low volatility suggests patience. A close above $0.2867 could target $0.30, while failure risks a retest of $0.24. Volume trends and BTC dominance (58.95%) remain key macro factors.
(CryptoNewsLand)
Conclusion
BAT’s trajectory balances Brave’s adoption milestones, AI-sector tailwinds, and technical momentum – but faces resistance tests and macro uncertainty. Will Q1 2026 see BAT capitalize on its fixed supply and privacy focus, or will competition from AI tokens limit upside?