NAPOL

Analysts Claim That Bitcoin's Drop Is Not Related to the US Shutdown or AI Bubble

According to Cointelegraph, experts point out that the recent devaluation of Bitcoin — which reached its lowest price in nearly eight months — was not caused by either the US government shutdown or fears of a potential AI bubble. Although some traders have associated the drop with macroeconomic uncertainties and the correction in the technology sector, analysts highlight that other factors were more decisive.

Rational Root, an on-chain analyst, stated in a podcast that the main reason was the excess leverage in the futures market, which intensified the correction after BTC pulled back from its all-time high of $125,100 in October. Both PlanB and PlanC rejected the idea that concerns over AI influenced the drop, citing Nvidia's strong results — which reported a record revenue of $57 billion in the quarter.

For PlanC, only two plausible narratives remain: the potential weakening of Bitcoin's famous 4-year cycle and the impact of global liquidity. Cory Klippsten, CEO of Swan Bitcoin, argues that institutional entry may have altered the dynamics of these cycles. Jack Mallers from Strike emphasizes that BTC reacts strongly to global liquidity conditions.

Despite the correction, Rational Root sees a positive outlook ahead, stating that Bitcoin is on a "clean slate" for new advances — something that has already occurred after three other strong recent market resets. There are also speculations that, with the end of the American shutdown, the SEC may accelerate approvals of new crypto ETFs starting in 2026.
#BTC #SEC #etf
$BTC

According to a report by PANews, Hong Kong's financial sector is experiencing significant expansion as investors around the world adjust their portfolios in light of current geopolitical tensions. In a recent publication, Financial Secretary Paul Chan highlighted that the city has established itself as a safe destination for capital allocation. The total volume of bank deposits has grown by more than 10% just this year, exceeding HK$19 trillion, after a 7% increase in the previous year.

The local stock market also recorded strong dynamism, positioning Hong Kong as a global leader in fundraising. Meanwhile, the wealth management sector continues to expand fully. The region's international financial partnerships are intensifying, highlighting the growing global interest in Hong Kong's economic ecosystem.

This year, several large initial public offerings have attracted strategic investors from both the West and the Middle East. Additionally, executives from international financial institutions that visited Hong Kong expressed intentions to expand their operations and strengthen their teams in the city.
#HongKong #solana #BinanceSquareFamily #napol
$SOL

Coinglass: Market Remains Pessimistic Despite Signs of Recovery

Data from Coinglass, released by BlockBeats, shows that although the crypto market has experienced a slight recovery, the overall mood among traders remains negative. Funding rates — used to keep the price of perpetual contracts aligned with the real value of assets — remain in negative territory for most pairs, both in CEXs and DEXs.

Typically, a funding rate around 0.01% represents equilibrium. Values above that indicate optimism, while rates below 0.005% reveal a more bearish market sentiment. Currently, the data points precisely to this pessimistic pressure.

#BlockBeats #coinglass #DEX #Cex
$SOL

Investment Strategy Focused on Ethereum and Major Cryptoassets
According to Odaily, Yi Lihua recently revealed on platform X that he directed all his capital to Ethereum when the asset was priced around $2,700. His approach as an investor is divided into three pillars: focus on prominent public networks — prioritizing Ethereum and allocating a portion to Bitcoin and Bitcoin Cash; exposure to exchange tokens, such as Binance Coin and Aster; in addition to a robust position in the stablecoin WLFI.

#ETH #BTC #WLFI #BCH
$ETH

Expressive Movement of TON Tokens Between Unknown Wallets
According to information from ChainCatcher, data from Arkham shows that around 06:59, a transfer of 7,843,700 TON — valued at approximately $12.12 million — occurred from an unidentified wallet initiated at UQDcDl to another anonymous wallet initiated at UQATst. After this operation, a portion of these tokens was subsequently redirected to a third equally unknown address.

#TON
$TON

Whale Dumps Large Amount of Wrapped Bitcoin

According to information from ChainCatcher, data analyzed by Lookonchain shows that a large wallet liquidated 700.2 Wrapped Bitcoin (WBTC) in the last two days, totaling about $59.95 million. This investor had accumulated the assets between May 12 and July 24, a period in which their value totaled approximately $81.64 million, with an average cost of $116,593 per unit.
#BTCVolatility
#BTC
$BTC #BaleiasdasCriptos

Collins, Federal Reserve, Defends Caution on Possible Rate Cut in December
According to BlockBeats, Federal Reserve leader Collins took a cautious tone when commenting on the likelihood of a rate cut in December. She emphasized that any move to change rates should be assessed with care and responsibility.
#Fed #BlockBeats
$BNB

Bitcoin ETFs suffer heaviest month since launch

US spot Bitcoin ETFs recorded one of their worst days since January 2024, with $903 million in redemptions on Thursday, bringing the accumulated outflows for November to $3.79 billion — a new negative monthly record, according to Farside Investors.

BlackRock and Fidelity drive the majority of withdrawals

BlackRock's iShares Bitcoin Trust (IBIT) holds the largest share of the movement:

$2.47 billion withdrawn this month

63% of all outflows

$1.02 billion drained just this week
This was the largest week of outflows in IBIT's history, according to Ki Young Ju.

Fidelity's FBTC fund also faced strong pressure:

$1.09 billion in redemptions in November

$225.9 million just this week

Together, the two funds account for 91% of all BTC ETF redemptions this month.

Bitcoin drops to lowest level in 7 months

After nearly $1 billion in daily withdrawals, Bitcoin fell to $83,461, its lowest since April. Analysts warn that the movement could deepen, driven by capital flight from ETFs and declines in corporate treasuries (DATs).

DAT inflows plummet

According to DeFiLlama:

Corporate inflows into crypto treasury fell 82% from September to October.

November has accumulated only $505 million, on track to be the worst month of the year.

Selling pressure continues

With trading days still ahead, total outflows could surpass $4 billion, keeping Bitcoin under significant pressure as it trades near cyclical lows — currently around $84,049, a decline of nearly 15% for the week.

#ETFvsBTC
#DAO
#BTC
$BTC

Solana and XRP ETFs attract nearly $900M while BTC and ETH suffer outflows

While Bitcoin and Ether ETFs record strong withdrawals, Solana (SOL) and XRP funds go against the trend, accumulating nearly $900 million in inflows without registering a single day of outflow since their launch.

Solana ETFs: ~$500M in constant inflows

XRP ETFs: ~$410M, including $118M just on the most recent trading day

New ETFs, such as Bitwise's, debuted with strong inflows

All SOL and XRP ETFs continue to receive capital even with the price decline in the spot market

On the downside, BTC and ETH ETFs are facing some of the largest outflows ever recorded.

Despite this, interest in altcoins via ETFs suggests a shift in investor sentiment, seeking diversification and long-term exposure, even with SOL and XRP deeply in the red in the short term.

The flows indicate that institutional and retail investors are preparing for the next cycle, not abandoning the crypto market.

#etf
#BTC
#ETH
#solana
$BNB $SOL $BTC

S&P 500 and Nasdaq Register Strong Decline

According to Odaily, the S&P 500 and Nasdaq indices have fallen to their lowest levels in over two months. Although the Nasdaq started the day higher, the movement did not hold, and the index turned to decline. Nvidia shares fell 1.47%, while Oracle's stocks plunged 5.7%, reaching the lowest level in the last five months.
#S&P500 #NASDAQ
$ETH

Probability of Interest Rate Cut by the Federal Reserve in December Rises to 71.3%

According to BlockBeats, new projections from CME FedWatch show that the chance of a 25 basis point cut at the Federal Reserve's December meeting has risen to 71.3%. The move comes after more dovish statements from various Fed members, which revived expectations of easing — previously reduced to less than 30%. The possibility of maintaining the current rate in December is only 8.2%.

For the scenario until January 2026, the probabilities indicate 19.2% that interest rates will remain unchanged, 57.1% chance for a 25 basis point cut, and 23.7% for a 50 basis point reduction.

The next meetings of the Federal Open Market Committee (FOMC) are scheduled for December 10 and January 28, 2026.
#fomc #Fed #cme #BlockBeats
$BTC
$BNB
$ETH

#USJobsData #USJobsData "It has arrived and the market is ON FIRE! 🔥\nThe new U.S. employment data has just shaken up the global market mood — and the impact is already starting to show in risk appetite. Job creation came in above expectations, while the unemployment rate kept pressure on the Federal Reserve. This means more volatility in the short term and even more complicated decisions for monetary policy.\n\nFor crypto, the signal is clear: any surprise in the employment numbers could redefine the strength of the dollar, affect liquidity, and turn the game for Bitcoin and altcoins. Traders are already adjusting positions, and sentiment can shift rapidly as the market processes every detail of the report.\n\n📈 Stay tuned: sharp movements can open unique opportunities — whether for trend traders or for those hunting reversals!\n$BTC $USDT "

The president of the Federal Reserve of New York, John Williams, indicated that interest rate cuts may occur on a closer horizon, even as inflation advances show signs of stagnation.
Williams emphasized that the current monetary policy remains “moderately tight,” pointing out that a loosening of financial conditions continues to be a possibility if the economic scenario demands it.

Although the pace of inflationary deceleration has lost strength, he reiterated the Fed's expectation that inflation will return to the 2% level by 2027, in line with the institution's long-term projections.

The statements come as markets readjust their bets for the interest rate decisions in December and early 2026, in an environment of reduced clarity in indicators following the U.S. government shutdown and renewed doubt about the resilience of the labor market.
#Fed #Reserve #eua #SEC
$BTC $BNB $ETH

Federal Reserve's balance sheet may soon increase again, says Logan

According to information from Odaily, the Federal Reserve's official, Logan, stated that the balance sheet of the U.S. central bank will likely resume an expansion movement in the near future. Logan emphasized that it is essential for the Fed to offset the positive effects derived from the current financial conditions. By keeping interest rates at the current level, the Federal Reserve buys time to more accurately assess the degree of monetary tightening in the economy.

#Fed
$SOL

Disclosure of the CPI Should Occur After the Next FOMC Meeting, Says the Fed Governor Milan

According to information from PANews, the governor of the Federal Reserve, Milan, indicated that the new data on the Consumer Price Index (CPI) will be published only after the next meeting of the Federal Open Market Committee (FOMC). The information was released by Jinshi News on November 21. The scheduled timeline for the disclosure of the CPI is considered relevant, as it may directly influence the monetary policy decisions to be made at the FOMC meeting.
#FOMC‬⁩ #IPC
$SOL

United Kingdom Investigates Collapse of $28 Million Crypto Project Amid Fraud Suspicions

According to information from PANews, the United Kingdom's Serious Fraud Office (SFO) revealed on Thursday that it has opened an investigation into the collapse of a cryptocurrency project valued at around $28 million, following the detention of two individuals on suspicion of fraud and money laundering. The agency is asking investors to provide any relevant information. This is the first large-scale investigation conducted by the SFO involving digital assets.

Basis Markets reportedly raised funds in late 2021 through the sale of NFTs during two public events, allocating the capital raised to create a hedge fund focused on crypto. By June 2022, investors were informed that the project would not proceed due to potential regulatory changes in the United States. The SFO did not disclose further details about the case.

Earlier the same day, SFO teams, along with the police, executed search warrants in London and West Yorkshire, leading to the arrest of the suspects. The agency's director, Nick Ephgrave, stated: “As we enhance our capabilities and deepen our expertise in the cryptocurrency sector, we remain committed to holding accountable those who attempt to deceive investors using digital assets.”
#nft #NFT​ #napol
$BTC $ETH $BNB

Tom Lee Continues Confident in Bitcoin's Rise Despite Market Drop

According to information from BlockBeats, despite the recent downturn in the cryptocurrency market, Tom Lee maintains a strongly positive outlook for Bitcoin. In an interview, Lee stated he believes BTC can reach values between US$ 150,000 and US$ 200,000 by the end of January next year. He justifies this projection by highlighting the consistent role of retail investors, who continue to drive the upward movement over time. Lee further emphasized that over the last decade, those who doubted Bitcoin's optimistic trajectory ended up being proven wrong by the market itself.

It is worth noting that during the Impact Summit of Korea Blockchain Week 2025, held in September, the analyst had already presented a similar estimate: BTC between US$ 200,000 and US$ 250,000 by the end of 2025, while Ethereum would have the potential to reach the range of US$ 10,000 to US$ 12,000.
#TomLee
#BlockBeats
#BTC
$BTC
#blockchain