Crypto’s Next Move

DAILY MARKET OVERVIEW

The Slow Grind

👋 Hey, Crypto Enthusiasts! The market is easing into the week so let’s explore why.

This week may be shaping up to be a quiet one. Price action has been calm so far and will likely remain that way as we head into the US Thanksgiving holidays.

Holidays and weekends usually slow down volatility and in conditions like this the market can slowly grind upward. Based on the current setup BTC could retest the 93k to 94k zone which would provide some much needed relief.

ETF flows remain mixed. BTC continues to see outflows, though they are not heavy, while ETH and Solana are actually showing positive flows.

Another notable detail is what is happening with Bitcoin dominance.

🔻 Even with the broader market moving deeply into the red, dominance is slipping which shows that altcoins are holding up better than BTC. A big part of that may be the massive liquidation cascade on 10.10 which flushed out a huge amount of leverage and reduced selling pressure on alts.

Several altcoins are sitting on major support levels. Solana tapped the $120 area which has produced strong bounces before. Memecoins are showing structure too, with Fartcoin printing a double bottom around $0.20 which previously sparked a major rally.

This puts the market in an interesting place. The overall trend is still down, but alts are landing on important supports. With a slow week ahead, reduced selling, and thinner liquidity, we could see stronger relief moves developing in altcoins.

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SOCIAL SENTIMENT

December Rate Cut Confirmed?

Today’s PPI and consumer data have shifted sentiment again. Retail sales were softer and core PPI cooled which indicates that demand is easing and underlying inflation continues to slow. Headline PPI was a bit hot but not enough to disrupt the trend. Overall this leans slightly positive for risk assets since it improves the outlook for future rate cuts.

Market expectations reacted quickly. The odds of a December cut jumped to 82% which sets the stage for a very interesting setup with the next Fed meeting only 15 days away.

❓️ The question now is whether markets begin turning more bullish into the meeting or whether we get another sell the news reaction.

At the moment sentiment around alts is cautiously optimistic for a short term relief bounce. As mentioned yesterday, Monad remains a good gauge for momentum. It is performing well after launch and is now more than 50% above its ICO price of 0.025$.

If this strength continues we expect to see a wider altcoin bounce before the market eventually settles back into the broader downtrend.

Even so, confidence is still fragile and it will not take much to shake things again. Stay ready.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Metaplanet Expands BTC Backed Borrowing With New $130M Loan
Metaplanet borrowed another $130 million against its BTC reserve, pushing total credit line usage to $230 million as it continues accumulating bitcoin.

XRP ETFs Lead Market With Over $60M Each in Day One Inflows
New Grayscale and Franklin XRP ETFs pulled in more than $60 million each on launch day, outperforming BTC, ETH, and SOL funds.

Solana ETFs Hit 20 Day Streak of Net Inflows Since Launch
Spot Solana ETFs recorded 20 straight days of inflows, adding $58 million Monday and bringing total inflows to more than $568 million.

Kraken Expands Krak Into Full Bank Alternative With Cashback Card
Kraken is launching a Mastercard debit card, salary deposits, and DeFi yield Vaults as it positions Krak as a global alternative to traditional banks.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

1000x Podcast – Market Meltdown, Crypto vs Equities, & Is This Bounce A Buy? (25.11.2025 Summary)

On this episode of the 1000x podcast, Avi Felman and Jonah Van Bourg unpack the recent crypto selloff. Both believe the market overreacted to macro jitters and argue the cycle is far from over. They see strong upside potential, especially in Bitcoin.

Key Points – Avi & Jonah’s Market Views

• Macro panic, not a crypto top – Avi says the drawdown wasn’t driven by crypto fundamentals but by fear around inflation, rate cuts, and geopolitical noise. Jonah agrees, noting it felt like “forced de-risking” across risk assets.

• BTC remains king – Both are rotating back into Bitcoin. Avi added exposure around $80K and expects a 50%+ rebound in the coming months. Jonah sees BTC as the “cleanest trade” amid macro uncertainty.

• ETH underperforms – Jonah is disappointed by Ethereum’s lack of leadership and thinks the market’s been slow to rotate into alts. Neither are excited about ETH near-term.

• Still early for alts – Avi warns altcoins remain vulnerable and show weak breadth. They’re watching SOL and meme coins but not rushing in yet.

Final Takeaway
Both Avi and Jonah view this correction as an opportunity, not a top. Their strategy? Stack Bitcoin, stay cautious on alts, and ride the next macro shift when it comes.

CoinBureau – x402: The NEXT BIG Crypto Narrative!! (25.11.2025 Summary)

Guy from CoinBureau breaks down the rise of X42, an open crypto payment protocol developed by Coinbase. It could reshape how both humans and AI agents pay for online content and services - and potentially spark a new crypto narrative.

Key Points – Guy’s Market Insights

• What is X42? It’s a protocol that lets websites charge per request using stablecoins (like USDC), without logins or subscriptions. X42 uses HTTP 402 status codes, long reserved but unused online, to handle micropayments at web speed.

• Why it matters: As AI agents take over more web traffic, traditional ad-based monetization breaks down. X42 enables small, seamless payments for articles, data, API access, and AI outputs.

• Built for scale: X42 is chain-agnostic but currently runs on Ethereum L2 Base and Solana. Coinbase and Cloudflare have launched the X42 Foundation to push it as a neutral web standard.

• Ecosystem plays: ETH, SOL, and Chainlink stand to benefit from broader adoption. Facilitators like Pay AAI and Daydreams enable easy integration, while memecoins like Ping have jumped on early hype.

• Reality check: Transaction volume surged 10,000% in October but has since cooled sharply. Still, core infrastructure remains active and big players are committed to scaling it long-term.

Final Takeaway
X42 may not moon overnight, but it’s a real attempt to embed crypto-native payments into everyday web use, especially for the AI era.

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