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Crypto Talkies November 21st 2025

Red candles, leverage launches, regulators circling, and one very crypto‑curious Treasury Secretary: tonight’s crypto tape had a little of everything. The big story is simple enough: fear is back in the driver’s seat. The total crypto market cap slipped back under $3 trillion as Bitcoin (BTC), Ethereum (ETH), XRP, and DOGE all stumbled, and liquidations rippled across the board. The mood is less “to the moon” and more “is this over?” as traders digest a cocktail of macro jitters, heavy ETF outflows, and bruising intraday swings. Bitcoin is carrying the weight of that sentiment. After peaking near $126,000 not long ago, it’s now hovering in the $80,000–$90,000 band, logging its worst month since 2022 and more than a 30% drawdown from the highs. Analysts at Jefferies are flashing caution on the charts, warning of more downside and fewer new highs in the near term. On-chain data shows tens of thousands of million‑dollar transactions and evidence of large “whale” selling, while spot Bitc...

Crypto Talkies November 21st 2025

Red candles, leverage launches, regulators circling, and one very crypto‑curious Treasury Secretary: tonight’s crypto tape had a little of everything. The big story is simple enough: fear is back in the driver’s seat. The total crypto market cap slipped back under $3 trillion as Bitcoin (BTC), Ethereum (ETH), XRP, and DOGE all stumbled, and liquidations rippled across the board. The mood is less “to the moon” and more “is this over?” as traders digest a cocktail of macro jitters, heavy ETF outflows, and bruising intraday swings. Bitcoin is carrying the weight of that sentiment. After peaking near $126,000 not long ago, it’s now hovering in the $80,000–$90,000 band, logging its worst month since 2022 and more than a 30% drawdown from the highs. Analysts at Jefferies are flashing caution on the charts, warning of more downside and fewer new highs in the near term. On-chain data shows tens of thousands of million‑dollar transactions and evidence of large “whale” selling, while spot Bitc...

Crypto Talkies November 20th 2025

Crypto’s late-day mood was a strange mix of whiplash, quiet conviction, and a few big “finally” moments. Let’s start with the headline drama. World Liberty Financial (WLFI), the Trump-linked crypto project trying to brand itself as a populist on-ramp to digital assets, spent the day in damage control. Before even properly launching, the firm was hit with a phishing-related security breach that compromised user wallets. In response, WLFI moved funds into secure wallets, froze affected addresses, and burned over 166 million WLFI tokens. The company insists its smart contracts weren’t at fault, but the optics are tough: political spotlight, retail-facing brand, and an early stumble that’s already drawing scrutiny from both regulators and critics. Zooming out, one of the biggest undercurrents driving risk sentiment is still AI. Nvidia’s blowout Q3 earnings once again reset expectations, calming fears that AI is just a bubble and pumping fresh risk-on energy into tech and crypto alike. Bi...

Crypto Talkies November 19th 2025

Crypto’s late-day mood was a mix of growing pains, quiet revolutions, and a market still trying to decide if this is a panic or a reset. Let’s start with Bitcoin (BTC), because everyone else still does. The “indestructible” asset spent the day looking surprisingly fragile. Price slid further into what many are now calling a full-blown bear phase, down more than 27% from recent highs and briefly under $90,000. ETF flows told the same story: heavy outflows from BlackRock’s IBIT and other funds, and broader record selling across spot Bitcoin ETFs. At the same time, whales and even El Salvador kept buying the dip, and some analysts framed the pullback as a “healthy correction” after an overheated run. Not everyone’s panicking. Arthur Hayes doubled down on his long-term optimism, arguing that shrinking dollar liquidity and slowing ETF demand could drag BTC into the low $80,000s before a possible run toward $250,000 by year end. Others pointed to retail behavior: smaller wallets have been ...

Crypto Talkies November 18th 2025

Bitcoin may be bleeding, but the conviction trade is alive and well. After a week of gut‑wrenching red candles, Bitcoin (BTC) just logged one of its most turbulent stretches since the last major cycle. U.S. spot ETFs saw historic outflows, futures flipped into the red, and macro jitters pushed BTC down toward the mid‑$90,000s and even below $100,000 at points. Sentiment has swung from “supercycle” to “is this all a bubble?” in record time. Under the surface, though, the story is less straightforward. ETF flows are ugly, but many of those redemptions appear to be long‑term holders finally cashing out into regulated vehicles. Analysts say what we’re seeing looks more like a deep correction than the start of a new bear market, with some calling for a possible stabilization zone closer to $80,000 if panic persists. In the meantime, whales are using the fear to shop: on‑chain data shows about 100,000 BTC quietly pulled off exchanges, and the number of big wallets holding 1,000+ BTC is cli...

Crypto Talkies November 17th 2025

Fear is back in crypto, but this evening’s tape tells a more complicated story than “number go down.” Bitcoin (BTC) spent the day nursing bruises around the 93K–95K range after a 25% slide from its 100K peak wiped out most of its 2025 gains and helped erase roughly $1.1 trillion from overall crypto market value. Small-cap alts are getting hit even harder, and flows confirm how skittish investors have become: crypto investment products saw about $2 billion in weekly outflows, the worst since February, as policy uncertainty, hawkish Fed vibes, and whale selling pushed money toward safer assets. Sentiment has swung to outright fear, with many calling this the start of a new bear market. Yet the Bitcoin story refuses to be just bearish. On-chain data still shows growing interest: more bets, more positioning, and a clear awareness that 95% of all BTC has now been mined, pushing its inflation rate below 1%. That scarcity milestone means the remaining supply will trickle out over the next c...

Crypto Talkies November 14th 2025

Crypto markets limped into the evening, but that didn’t stop regulators, institutions, and a few defi die-hards from pushing the industry into its next chapter. Prices are red almost everywhere, yet the building continues at full speed — and in some corners, the risk-taking is getting louder, not softer. Let’s start with the elephant in every portfolio: Bitcoin (BTC). After a 4 percent intraday dip and a bruising 9.7 percent monthly slide, BTC clawed back above the six-figure mark around $102,100. Sentiment is about as cheerful as a tax audit, with fear gauges flashing extreme. Some analysts argue this kind of despair is classic bottoming behavior, but the narrative is messy: the usual post-halving rhythm looks “off,” mining stocks are sliding, and U.S. ETF demand has cooled just as macro uncertainty ramps up. Even so, long-term holders appear stubbornly unbothered. That hasn’t stopped the headlines from finding a bullish cast. Luxembourg just committed 1 percent of its sovereign wea...