Crypto & Market

2025-11-18 09:45

Over 40% of XRP Supply Is Underwater While Bitcoin’s New Buyers Bleed: Fragile Market, or Reset in Disguise?

Glassnode data shows that only 58.5% of XRP supply is currently in profit, leaving 41.5% of tokens at a loss — the weakest profitability profile since XRP traded near $0.53 in late 2024. At the same time, roughly all of the Bitcoin accumulated in the last 155 days is underwater, with short-term holders nursing the largest unrealized losses since the FTX collapse. We break down why both metrics matter, how they interact, and what they say about the health of this cycle.

2025-11-18 08:33

Bitcoin’s 30% Slide Below 90,000 USD: From “Perfect Setup” To An Information Vacuum

Just over a month after printing a record near 126,000 USD, Bitcoin has fallen almost 30% and briefly lost the 90,000 USD level. What looked like a perfect late-year setup — Fed cuts, an avoided US shutdown, ETF inflows and improving US–China trade tone — has morphed into an information vacuum and a sharp positioning reset. We break down what actually changed, why the correction was almost inevitable, and how professionals should read this phase of the cycle.

2025-11-18 07:15

El Salvador Just Bought the Dip Again: Nearly 1,100 BTC in a Week and a 7,474 BTC Treasury

El Salvador has accelerated its Bitcoin strategy with a week-long buying spree of almost 1,100 BTC, lifting its national reserve to 7,474 BTC just as the market slides below 90,000 USD. Is this another well-timed bottom like the FTX crash, or a risky attempt to catch a falling knife at the start of a broader downtrend?

2025-11-18 06:00

Short-Term Bitcoin Holders Are Deep Underwater While Old Hands Take Profits: What This Really Says About the Cycle

On-chain data shows roughly 2.8 million BTC held by short-term investors are now at a loss, the most severe drawdown for new buyers since the FTX collapse. At the same time, long-term holders have distributed more than 450,000 BTC since July, not out of panic but to crystallise life-changing gains through liquid ETF rails. We dissect what this unusual combination of short-term pain and long-term profit-taking means for Bitcoin’s current cycle.

2025-11-18 00:36

Coinbase Lists TON Just as Bitcoin Slides Below $89,000: What the Last 24 Hours Really Tell Us About Crypto

Toncoin debuts on Coinbase while Bitcoin breaks below 89,000 USD and derivatives traders suffer hundreds of millions in liquidations. Add to that SGX launching perpetual futures, El Salvador and Strategy buying the dip, DappRadar shutting down and fresh stress in stablecoins: the past 24 hours capture a market that is risk-off on price but still aggressively building infrastructure.

2025-11-17 22:31

You Thought a Mystery Whale Was Buying Every Dip. On-Chain Data Says It’s Just Upbit.

For months, crypto social media has obsessed over a wallet nicknamed “Mr. 100” that seemed to buy 100 BTC every time the market dipped. The story was that a super-whale or sovereign fund was quietly loading up ahead of a monster pump. On-chain forensics tell a much less romantic truth: the address belongs to the South Korean exchange Upbit and is simply a cold wallet for user funds.

2025-11-17 16:13

Strategy Just Bought the Dip (Again): Inside the $836M Bitcoin Bet and What It Really Signals

While rumors swirled that Michael Saylor’s Strategy was being forced to sell into Bitcoin’s latest slide, the company quietly filed an 8-K saying it had done the exact opposite: it bought another 8,178 BTC for roughly $836 million. We unpack what this means for Strategy’s balance sheet, Bitcoin’s macro narrative and the uneasy relationship between BTC dominance and the rest of the crypto market.

2025-11-17 13:00

New York Fed’s Quiet Liquidity Summit: What the SRF Meeting Really Signals

The New York Fed has quietly gathered Wall Street’s biggest dealers to talk about the Standing Repo Facility just as liquidity in dollar money markets tightens. This is not a 2008-style panic, but it is a clear signal that the era of ultra-abundant reserves is ending and the Fed is stress-testing the plumbing of its new regime.

2025-11-17 11:30

Alibaba + JPMorgan: Why Tokenized Deposits Matter More Than Another "Big Company Enters Crypto" Headline

Alibaba.com isn’t launching a meme coin. It’s wiring its global B2B marketplace into JPMorgan’s tokenized deposit rails for dollar and euro payments — 24/7, bank-backed money moving on blockchain. The move says less about hype coins and much more about how regulated, on-chain bank money could quietly reshape global trade.

2025-11-17 10:10

World’s Largest ETH Treasury Says Big Players Are Leaning on Prices – and Why a Recovery May Be Closer Than It Feels

The crypto market has shed over a trillion dollars of value since early October and sentiment has crashed into extreme fear. Yet Tom Lee, chairman of BitMine — the largest corporate Ethereum treasury — argues that the drawdown looks more like a liquidity shock engineered around wounded market makers than the end of the cycle. We unpack what that means for Bitcoin, Ethereum and the next 6–8 weeks.

2025-11-17 08:45

Bitcoin Below $100,000: Why Whales Are Taking Profits, Not Running for the Exits

Bitcoin has slipped under the six-figure mark, on-chain data shows long-term holders accelerating their selling, and spot ETFs are bleeding billions. It looks like a crash—but structurally it’s much closer to a coordinated distribution into a demand vacuum than a blind panic. We unpack what the whales are actually doing around $100,000 and what that means for the next leg of the cycle.

2025-11-17 07:31

Five Years of Holding, Seconds of Slippage: Inside the $6M Cardano Whale USDA Disaster

A long-dormant Cardano wallet just vaporized roughly 90% of its ADA in two swaps, turning about $7 million into less than $900,000 of USDA stablecoin and briefly catapulting USDA’s reported market cap from around $10 million toward hundreds of millions. We break down what really happened, why this was not a protocol bug, and what it exposes about DeFi liquidity, UX and risk management.

2025-11-17 06:30

Bitcoin to $220,000 in 45 Days? A Reality Check on the Viral IQ 276 Prediction

A self-proclaimed holder of the world’s highest IQ has gone viral by predicting that Bitcoin will hit 220,000 dollars within 45 days and promising to donate all profits to build churches worldwide. Beyond the hype, we examine who YoungHoon Kim is, how realistic such a price target really is in the current macro environment, and what investors should learn from yet another extreme forecast.

2025-11-17 02:30

$1.1 Trillion Evaporates: Has the Great 2025 Crypto Bull Story Just Broken?

In just 41 days, around $1.1 trillion has vanished from the crypto market’s paper value, Bitcoin has briefly traded below its 2025 starting price, and many large altcoins are nursing year-to-date losses. This piece goes beyond the headlines to unpack what actually happened, how two macro shocks sabotaged the ‘2025 super-cycle’ narrative, and why a delayed altcoin season is more plausible than a cancelled one.

2025-11-17 00:30

ZTARKNET, HIP-3 And Bitcoin At 93k: What The Last 24 Hours Really Say About Crypto’s Next Phase

In the past 24 hours, crypto investors watched Bitcoin wick below 93k, over 100 million dollars in longs get erased, and yet another wave of serious infrastructure and policy moves land: ZTARKNET proposed as a Starknet style L2 for Zcash, Hyperliquid’s HIP 3 permissionless perps going live, stablecoin giants minting at scale, and a new round of ETF and regulatory headlines. Under the noise, a clear message is emerging about what the next cycle will actually be built on.

2025-11-16 14:33

Bitcoin Slides to $93,000 as Fed Hawks and Fiscal Uncertainty Crush Weekend Sentiment

Bitcoin briefly flushed to around $93,000 into the weekend close, marking its lowest levels since May 2025 and the third consecutive red week. Behind the charts sits a powerful macro mix: more hawkish Federal Reserve rhetoric, one lone dovish voice on the FOMC, and an uncertain $2,000 tariff-dividend scheme that could alter the fiscal landscape – if it ever becomes real.

2025-11-16 13:16

When the Fear & Greed Index Hits 10: Extreme Fear, Fragile Liquidity and How to Read the Signal

The crypto Fear & Greed Index has plunged to 10, marking an episode of extreme fear last seen months ago. That kind of reading often precedes short-term relief rallies, but it is not a magic bottom signal. We unpack what this means for positioning, liquidity and risk management in a market where emotions are driving the tape.

2025-11-16 11:00

A Structural Shift at the Fed: From Chair-Centric Power to a True 12-Vote Committee

James Bianco argues that U.S. monetary policy is no longer driven by the Federal Reserve chair’s personal view, but by the arithmetic of 12 FOMC votes and the scramble to find seven. A recent slide in market-implied odds of a December rate cut – with no big new economic data and no fresh Powell speech – offers a live case study of this shift and what it means for investors.

2025-11-16 06:46

Arthur Hayes Said ETH Could Hit $10,000 — So Why Is He Selling? A Deep Dive Into Signals, Strategy, and Storytelling

The BitMEX cofounder has spent 2025 praising Ethereum’s long-run upside — even floating a $10,000 target — yet blockchain sleuths keep spotting his wallets trimming ETH and rotating across tokens. Is this hypocrisy, hedging, or just professional risk management? We cross-check the facts, unpack what his activity does and doesn’t imply, and outline what actually matters for ETH over the next 3–9 months.

2025-11-16 05:00

A Whale Is Looping ETH on Aave to Buy Even More ETH: How the Strategy Works, Where It Breaks, and What It Signals

An on-chain whale is pledging ETH as collateral, borrowing stablecoins, and re-accumulating ETH on Aave—pushing their book to an estimated $1.4B+ notional. The move flips a former short into a leveraged long and revives a classic crypto flywheel. We unpack the mechanics, model liquidation math, map liquidity and oracle risks, and outline how this behavior can seed a future up-leg—or a sharp air-pocket—depending on funding, LTV settings, and market depth.

2025-11-16 04:16

“The Easiest Downtrend I’ve Ever Traded”? What That Really Means—and How to Navigate It

A senior crypto fund manager recently remarked that the current drawdown is the “most comfortable” he has experienced—hardly the mood on Crypto Twitter. We test that claim against history (Terra/FTX/USDC), today’s market plumbing (spot ETFs, banking rails, stablecoin depth), and trader psychology. The upshot: price pain ≠ structural crisis. This downtrend looks more like a hard reset than a death spiral, but surviving it requires a precise playbook.

2025-11-16 03:00

From Stablecoins to Stable Yield: What BlackRock’s Tokenized Treasury Fund on BNB Chain Really Means

BlackRock’s tokenized U.S. Treasury fund (BUIDL) expanding to BNB Chain and being accepted as off-exchange collateral on Binance is more than a headline—it’s a structural upgrade to crypto’s cash leg. We unpack how ‘stable yield’ changes market plumbing, who benefits, and the new risks treasurers must price in.

2025-11-15 13:00

Harvard Quietly Scales Its Bitcoin ETF Position: What That Really Signals for Institutional Crypto

A close read of filings and flows suggests Harvard’s endowment started with roughly $116.7M in BlackRock’s iShares Bitcoin Trust (IBIT) as of Q2 2025 and then—per multiple media summaries of the subsequent 13F—expanded that stake to roughly $443M by Q3. Whether you buy the exact headline number or not, the direction is unmistakable: large, slow-moving capital is learning how to hold liquid, regulated Bitcoin exposure alongside gold and equities. We unpack why the allocation is happening, what it does (and doesn’t) mean for price, and how to separate signal from hype.

2025-11-15 11:15

Panic or Pivot? Why Bitcoin Miners Sold Off—and How AI/HPC Could Rewrite Their Playbook

Miner equities cratered as Bitcoin slipped under key psychological levels, reviving the perennial question: do miners die by the cycle—or adapt? We map the new economics after the 2024 halving, explain why many listed miners are racing into AI/HPC data centers, and build a stress-tested framework for valuing hybrid miners when BTC is falling and power costs are rising.

2025-11-15 08:01

Did MicroStrategy Dump Into the Panic? Saylor’s “We Bought More” vs. the $5.7B Wallet Shuffle

A burst of on-chain activity flagged ~$5.7B worth of BTC moving across addresses associated by heuristics with MicroStrategy just as the stock traded below its implied Bitcoin net asset value (mNAV < 1). Rumors of a sell-down went viral—until Michael Saylor jumped on air to say the company wasn’t selling, it had actually bought more, and the large transactions were UTXO consolidation into cold storage. This piece explains how UTXO housekeeping can look like selling, why the mNAV trade matters, and how Saylor’s statement can force ‘basis’ shorts to reverse—potentially turning panic into fuel.

2025-11-15 07:01

Another Brutal Crypto Weekend: Bitcoin Stalls Near $95K, Fear Index Hits 10 — What Actually Matters Next

Bitcoin is chopping around $95,000 after closing a day below the six-figure mark. The Crypto Fear & Greed Index has slid to 10 (“extreme fear”), total crypto market cap is down to roughly $3.22T, and more than 225,000 traders were liquidated over $1.07B in 24 hours—mostly longs—with the single largest wipeout a ~$44.29M position on HTX. This report dissects the weekend liquidity trap, how derivs microstructure amplified the move, why this specific pocket of fear can still build a constructive base, and the precise confirmations to watch before declaring capitulation or continuation.

2025-11-15 06:00

SEC Fast-Tracks Crypto ETF Backlog: What a Shorter Review Clock Really Means for Liquidity, Spreads, and the Next Leg

With the U.S. government reopened, the SEC has shortened administrative timelines to clear a pile-up of delayed crypto ETF applications. That single process change could ripple from creation/redemption desks to on-chain liquidity, altering how new tokens list, how spreads behave, and which chains attract institutional order flow. We explain the mechanics, map winners and losers, and place the day’s broader market headlines—from tariff rollbacks to RWA launches—into a coherent playbook for the week ahead.

2025-11-14 09:45

Twelve Months of Whiplash: How President Trump Rewired Crypto Policy—and Market Psychology—in a Single Year

In just one year, the Trump White House has combined headline-grabbing pardons, a sweeping pro-innovation statute (the GENIUS Act), and an executive order to design a Strategic Bitcoin Reserve. The result is a new policy mix that thrills risk-takers, unsettles critics, and materially changes the incentives for issuers, exchanges, miners, ETF sponsors, and banks. We map what actually changed, what remains theater, and how the next leg—friendlier regulation, court challenges, or a funding-driven stall—could move prices and capital.

2025-11-14 08:26

After the Slide: BTC at $94,560, ETH Lags, and a Market Running on Thin Liquidity

Bitcoin fell to ~$94,560 with Ethereum dropping even more on the day. Volumes rose but were sell-heavy, total liquidations stayed unusually low, and BTC dominance jumped. We unpack what this combination says about liquidity, positioning, and whether this is a sharp correction or the start of trend deterioration—and how to position if altcoins keep bleeding.

2025-11-14 07:35

Why 2026 Could Be Crypto’s Golden Year: A Deep Dive Into Bitwise’s Call, the Real Catalysts, and the Risks

Bitwise CIO Matt Hougan has argued that the next decisive leg for digital assets may arrive in 2026. We unpack what must go right (and what could go wrong): spot ETF flows maturing, stablecoin rails professionalizing, tokenization leaking into mainstream portfolios, and DeFi’s incentive design catching up with compliance. We map concrete leading indicators, model macro paths, and provide a sober playbook for institutions and advanced traders.

1 2 3 4 5 6 7 8 9 10