Market Movement:

  • ETH dropped to $3,050, triggering a $1.3 billion liquidation of leveraged longs; current ETH price at $3,420 (+2.2%) and Bitcoin at $103,439 (+1.3%)
  • Bitcoin fell below $100,000, with recent rebound to $103,439, while ETH surged to $3,440, reflecting a 2.2% increase from previous levels
  • Total crypto market cap increased by 2% to $3.53 trillion, with Bitcoin and ETH leading the recovery after recent declines

Key Events:

  • ETH’s flash crash cleared out $1.3 billion in leveraged long positions, setting up a potential $7 billion short squeeze if market recovery persists
  • U.S. investors redeemed $2.6 billion from Bitcoin and Ethereum ETFs since October 29, with $1.9 billion from Bitcoin funds and $718.9 million from Ethereum funds

Trading Signals:

  • Bitcoin and Ethereum ETFs experienced a net outflow of $2.6 billion over the past week, indicating significant bearish sentiment among retail and institutional investors
  • Crypto traders are defending the $100,000 support level for Bitcoin, with immediate resistance at $105,000–$107,000, as spot prices rebound above $103,000
  • Derivatives data shows improved positioning after recent shakeouts, with traders focusing on key levels: $100,000 support and $105,000–$107,000 resistance

Narrative Shifts:

  • Market sentiment has shifted from FUD to risk-on, driven by positive US economic data, with Bitcoin reversing from lows and tracking global stocks higher
  • Asia markets opened firmer, with Bitcoin rising to $103,439 and Ethereum at $3,420, amid a broader recovery in risk appetite and equities

Risk Alerts:

  • Bitcoin broke below its 365-day moving average (~$102K), a key support level, raising fears of a deeper correction and potential move toward $72K if recovery fails
  • CryptoQuant’s Bull Score Index dropped to zero, signaling an extremely bearish market sentiment since June 2022, coinciding with the start of a bear market
  • On-chain data indicates increased downside risk, with Bitcoin’s momentum weakening and technical levels suggesting a possible prolonged downtrend

Opportunities:

  • Altcoins like $HYPE (+10%), $AVAX (+5%), $UNI (+6%), and $WLFI (+7%) are surging, indicating sector momentum and growth potential in DeFi and gaming tokens

Flows & Positioning

Ethereum Faces $7B Short Squeeze Potential After $3K Drop

Ethereum's recent plunge to $3,050 has led to the liquidation of $1.3 billion in leveraged long positions, creating a significant imbalance in the market. This drop has set the stage for a potential $7 billion short squeeze if the broader crypto market can sustain a recovery. Analysts are closely monitoring whether Ethereum can rebound above $4,000, as the current market dynamics suggest a strong possibility of a short squeeze. The volatility in Ethereum's price reflects the broader trends in the crypto market, where rapid fluctuations can lead to significant liquidations.

Bitcoin ETF Withdrawals Contribute to Market Downturn

In a notable development, Bitcoin and Ethereum ETFs have seen a combined outflow of $2.6 billion over the past week. This includes over $1.9 billion withdrawn from Bitcoin funds and approximately $718.9 million from Ethereum ETFs, marking one of the largest redemption periods in their history. The significant outflows have exerted downward pressure on both Bitcoin and Ethereum prices, contributing to Bitcoin's recent dip below the critical $100,000 support level. Investors are increasingly cashing out, reflecting a shift in sentiment amid market volatility.

Whale Accumulation Signals Potential Ethereum Recovery

In a contrasting trend, Ethereum whales have purchased nearly 400,000 ETH, totaling over $1.37 billion in just three days. This strategic accumulation suggests a bullish sentiment among large investors, potentially indicating confidence in Ethereum's long-term prospects despite current market fluctuations. As Ethereum trades around $3,421, analysts are optimistic about a rebound, with predictions suggesting targets as high as $4,800 in the near future. The recent whale activity could serve as a catalyst for a price recovery, particularly if macroeconomic conditions stabilize.

Market Sentiment Shifts Amid Bitcoin's Price Correction

Bitcoin's recent correction has led to a significant shift in market sentiment, with the Fear and Greed Index dropping to 20. This decline in sentiment coincided with Bitcoin's fall below the $100,000 mark, raising concerns about a potential deeper correction. Despite this bearish sentiment, analysts maintain a long-term bullish outlook for Bitcoin, emphasizing that the current price dip could present a buying opportunity for long-term investors. The market's reaction to recent macroeconomic data will be crucial in determining the next steps for Bitcoin's price trajectory.

Corporate & Capital Markets

Citadel and Fortress Invest in Ripple at $40 Billion Valuation

Citadel Securities and Fortress have taken stakes in Ripple, which is now valued at $40 billion. This investment underscores the growing confidence from Wall Street in blockchain and stablecoin innovation.

Ripple Raises $500 Million Amidst Market Developments

Ripple has successfully raised $500 million, further solidifying its financial position in the market. This capital raise coincides with a notable moment for Bitcoin, described as its 'IPO moment,' indicating significant shifts in the cryptocurrency landscape.

CMT Digital Raises $136 Million for New Crypto Fund

CMT Digital has raised $136 million for its fourth crypto venture capital fund, targeting a total of $150 million. This fund aims to support the next wave of blockchain startups, reflecting ongoing interest in the crypto sector despite a slowdown in venture capital activity.

Ecosystem Movers

Iggy Azalea's Role in Celebrity Token Launchpad

Iggy Azalea has taken on the role of creative director for Thrust, a new platform on Solana designed for the launch of "culture coins." This initiative aims to create a safer environment for celebrity-backed tokens by tying them to legally binding contracts, thus mitigating risks associated with pump-and-dump schemes. The platform's launch comes at a time when celebrity involvement in crypto is gaining traction, with Megan Fox set to introduce her own token in December 2023.

Market Implications of Thrust's Approach

Thrust's focus on eliminating exploitative practices in the celebrity token space could reshape public perception and increase trust among potential investors. By emphasizing participation and accountability, the platform may attract a broader audience, particularly fans wary of previous celebrity token failures. This strategic positioning could lead to increased user adoption and engagement within the Solana ecosystem, potentially boosting its overall market presence.

On-Chain & Network

Ethereum Achieves Record Transaction Throughput of 24,192 TPS

Ethereum's transaction per second (TPS) count has reached a new high of 24,192, driven by a surge in activity on the layer 2 solution, Lighter, which launched last month. This significant increase in throughput indicates a robust scaling capability for the Ethereum network, enhancing its potential for handling larger volumes of transactions effectively.

Expansion of Trump’s USD1 Stablecoin on Solana

The $2.91 billion USD1 stablecoin, backed by Trump, is expanding its reach to the Solana blockchain through partnerships with the memecoin Bonk and decentralized exchange Raydium. This move signifies a strategic effort to enhance the stablecoin's utility and integration within the Solana ecosystem, potentially increasing its adoption and liquidity.

Investment in Blockchain Startups by CMT Digital

CMT Digital has secured $136 million to invest in the next wave of blockchain startups, with a portion of this fund already allocated to stablecoin ventures. This influx of capital reflects ongoing interest and confidence in blockchain technology, despite a slowdown in venture capital activity within the sector in 2025.

Ripple Secures $500 Million Funding at $40 Billion Valuation

Ripple has successfully raised $500 million, achieving a valuation of $40 billion, with backing from notable firms Citadel and Fortress. This funding round underscores a growing confidence among traditional financial institutions in the potential of blockchain and stablecoin innovations, positioning Ripple as a significant player in the crypto market.

Chainlink Partners with FTSE Russell for Onchain Indexing

Chainlink has announced a partnership with FTSE Russell to bring its indices and market data onchain, which could enhance the accessibility and usability of traditional financial data within the blockchain ecosystem. This collaboration aims to bridge the gap between traditional finance and decentralized finance, facilitating better integration of market data.

Macro & Policy

U.S. Sanctions Target North Korean Crypto Operations

On November 6, 2025, the U.S. government imposed sanctions on eight bankers as part of a crackdown on North Korea's estimated $3 billion cryptocurrency crime operations. This action reflects ongoing efforts to disrupt illicit financial activities linked to the North Korean regime, which has increasingly turned to cryptocurrency to evade sanctions and fund its operations.

Judicial Ruling on FBI's Handling of Bitcoin Assets

A U.S. appeals court ruled that the FBI is not liable for wiping a hard drive containing over 3,400 Bitcoin, valued at approximately $345 million. The court determined that the convicted owner of the Bitcoin did not inform the government of his ownership, which has implications for how law enforcement handles digital assets in criminal cases.

Market Sentiment Amid Regulatory Developments

Despite a challenging October for Bitcoin, characterized by negative sentiment, analysts suggest that easing monetary policy, the inclusion of Bitcoin in 401(k) plans, and increased bank adoption may counteract narratives of a market peak. This perspective indicates a complex interplay between macroeconomic factors and investor sentiment in the cryptocurrency market.

Insufficient Data on Broader Regulatory Changes

Security & Incidents

EU Arrests Nine in Connection with $689M Crypto Scam Network

An EU police operation coordinated by Europol has arrested nine people for alleged involvement in a crypto money laundering scheme that stole $689 million (€600 million). Authorities in Cyprus, Spain, Germany, France, and Belgium have so far frozen $919,000 in bank accounts, $476,760 in crypto, and $344,652 in cash. Europol has recently warned that the criminal use of crypto is becoming more sophisticated, while blockchain intelligence firms also report that losses from crypto investment scams have been growing.

Balancer Reveals $128M Hack Details

Baler released its preliminary exploit report identifying a rounding error in V2 pools as the root cause of the $128M hack. The hack resulted in a 58% collapse of Total Value Locked (TVL).

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