A Quiet Week

DAILY MARKET OVERVIEW

Calm Before The Return Of US Flows

👋 Hey, Crypto Enthusiasts! The market is in low volatility waters so let’s dive in!

This week has been a slow grind up for the crypto market. The usual sell pressure we see during US hours has been noticeably lighter, which many traders attribute to the holiday period. With US markets quieter and equities actually showing a decent recovery, crypto has caught a brief window to stabilize.

BTC managed a 14% bounce off the $80k area, but the move hasn’t convinced many traders. Momentum still feels soft, order books are thin, and there’s no real follow-through behind the rally. It’s more of a relief drift than a shift in trend.

Altcoins are sitting on supports, but catalysts are weak and rotations are short. The broader market isn’t behaving the way it did in past cycles, and many alts feel stuck in low-volume limbo.

For now, we’re taking a breath. This week will likely stay slow, and we may see the market grind up a bit more simply due to thin liquidity and reduced selling. But heading into next week, we’ll be watching closely to see whether aggressive US-driven selling returns once markets reopen and flows normalize.

Cautious optimism for now

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SOCIAL SENTIMENT

Shift In Focus

😨 Sentiment remains fragile. Traders continue to get chopped up in both directions as altcoins show short bursts of volatility with no follow-through. This type of environment punishes both longs and shorts, reinforcing hesitation.

A notable shift is happening: many experienced traders are turning their attention toward equities. Stocks simply offer cleaner setups, stronger catalysts, and better volatility cycles right now. Crypto still has opportunities, but they’re no longer spread across hundreds of coins. They’re concentrated in a handful of sectors and the rest of the market is fading into the background.

The one area still generating real excitement is the perp DEX narrative. Tokens tied to these platforms such as HYPE,ASTER & soon Lighter continue to show activity and traders are openly discussing them as the most viable long-term crypto plays. With rising regulatory pressure and growing distrust of centralized exchanges, this sector is shaping up as one of the few bright spots.

Outside of that, sentiment around altcoins is cautious. Relief bounces are possible during low-volume weeks, but confidence remains shallow. Traders are staying selective and quick to take profit, which is a clear sign that broader trust hasn’t returned.

Keep expectations measured. Conditions are still unstable and the market is far more selective than it appears at first glance.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Ethereum ups block gas limit to 60M ahead of Fusaka
Ethereum increased its block gas limit to 60M, boosting capacity just days before the Fusaka hard fork introduces PeerDAS and more scaling upgrades.

Upbit hacked for $37M in Solana tokens
Upbit halted deposits and withdrawals after a $37M Solana-network hack, promising full user reimbursement and freezing part of the stolen funds.

Australia pushes crypto platforms into licensing regime
Australia introduced a bill requiring crypto platforms to hold financial services licenses, aligning digital assets with traditional consumer protections.

Whales drive bitcoin selling as exchange deposits spike
CryptoQuant says large BTC holders increased exchange deposits sharply during the dip, signaling active selling across BTC, ETH, and altcoins.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Bankless – Anthony Sassano on Why This Cycle Isn’t Playing Out Like the Last Ones (27.11.2025 Summary)

Anthony Sassano joins Bankless to explain why this crypto cycle is different from all previous ones. He argues that the traditional 4-year cycle is no longer relevant and breaks down Ethereum’s positioning, recent volatility, and what’s next for ETH.

Anthony’s Outlook – Key Points

• 4-Year Cycle is Dead – Market behavior no longer fits the BTC → ETH → altcoin pattern. Bitcoin peaked before the halving, altcoins lagged, and meme coins had only a brief run.

• Market Maturity Shifts Structure – With ETFs, institutional flows, and changing macro conditions, crypto moves less like retail-dominated cycles and more like traditional markets.

• ETH Set for Long-Term Strength – Despite volatility, Ethereum is thriving with institutional adoption, leadership in stablecoins, and major scaling upgrades (e.g., Fusaka, blobs, ZK tech).

• October 10 Crash Explained – Sassano suggests a mix of forced liquidations and offshore exchange manipulation may have triggered the historic altcoin wipeout.

• DATs & Liquidity Pressure – Sassano pushes back on claims that DATs are neutral, saying timing and market depth affect their net market impact.

Final Takeaway
This isn’t a typical crypto cycle. Ethereum’s fundamentals are stronger than ever, and with institutional flows growing, the next phase won’t mirror past cycles. Be ready for a more complex, less predictable market.

CryptoRUs – JP Morgan Orchestrating the Bitcoin Dump? (27.11.2025 Summary)

George from CryptoRUs lays out a theory that recent Bitcoin price drops weren’t natural - they were engineered. He believes JP Morgan may have had a hand in the October dump to benefit their new Bitcoin-linked product. As Bitcoin rebounds above $90K, he connects the dots between institutional moves, suppressed price action, and what could come next.

George’s Outlook – Key Points

• Manipulation Theory – George believes the October 10 crash and MicroStrategy delisting FUD may have been intentionally timed to shake out the market before JP Morgan launched its new structured Bitcoin note.

• Follow the Money – The note is backed by BlackRock’s IBIT ETF. George suspects institutions suppressed prices to create panic, then launched their product at a lower BTC price point.

• Recovery Signals – Bitcoin has bounced back above $90K. With lighter volume expected over Thanksgiving and options expiry ahead, he says we could see a sharp move upward toward the $100K range.

• December Comeback? – With the Fed likely to cut rates in December and stablecoin supply rising, George believes December could be a massive month for crypto - but the cycle top may not come until 2026.

Final Takeaway
George thinks recent market pain wasn’t random - it served institutional interests. With Bitcoin recovering and macro trends turning favorable, he expects a strong December rebound and sees the bull market extending well into 2026.

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