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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...

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...

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...

Crypto Talkies November 13th 2025

Sundown brought a welcome plot twist in Washington. After 43 days, the government reopened as the President signed a funding bill, easing macro jitters and nudging crypto a hair greener. Bitcoin (BTC) held a choppy range through the day, whipsawing between the low 100k band and a brief trip below 100k as panic selling flared, before stabilizing on a narrowly averted shutdown and mixed jobs data signals. The crosscurrents matched the tape: long term holders unloaded a major stash in recent weeks while whales quietly accumulated, and Morgan Stanley advised investors to take some chips off the table heading into what it calls crypto’s fall season. If there was a star of the session, it was XRP (XRP). Nasdaq greenlit and listed Canary Capital’s XRP ETF, trading as XRPC (XRPC), and the debut drew fast hands, crossing 26 million in its first 30 minutes. The launch amplified the narrative around institutional access to XRP and, by some estimates, added a hefty sum to its market cap as trader...

Crypto Talkies November 12th 2025

Crypto did not wait for the weekend. After a choppy session that saw the broader market slip about four percent, the evening brought a steady drumbeat of real world adoption, policy moves, and a few flashpoints of volatility. On the institutional rails, JPMorgan lit up its private blockchain with JPM Coin, giving big clients instant dollar transfers and a signal that Wall Street is building in public view. Visa leaned in with a pilot for direct USDC payouts to wallets, aiming at creators and gig workers and the cross border workflows that have long needed an upgrade. Coinbase chose Singapore for the first international launch of Coinbase Business, a USDC powered toolkit for startups. And Square flipped on Bitcoin payments for more than four million merchants worldwide, making it easier for consumers to spend BTC at the point of sale and for merchants to choose settlement flows that fit their risk. Exchange traded products and tokenization stole a share of the spotlight. Bitwise’s Cha...