Cryptomen8686

The 4-year cycle of Crypto has changed – and those who do not adapt will be left behind

In the past, crypto ran according to the plan: halving → pump → FOMO → crash → hibernation. A 4-year cycle was predictable. But the world has now turned a new page. Bitcoin is no longer just “digital gold”, Crypto has expanded into a parallel financial system: stablecoins, tokenization, DeFi, digital identity, prediction markets, DePIN, decentralized AI… and large organizations jumped in as a lever to completely change the market rhythm.

The biggest difference? The cycle is no longer simply driven by halving – it is dominated by global liquidity and institutional money flow.

US ETFs reach a volume of 10–12B USD/day; this is not a game of experience or emotions, but a long-term strategy accumulation machine. Tether pumps liquidity, USDC inflow increases sharply every time the price turns red. Whales borrow ETH to pump the price and then collect it. Order books are still thick, institutions have not left the table. Hashprice has bottomed – a classic signal before big bounces after miner capitulation. ETF Realized Price around 79–80k is the area that institutional capital always protects.

So the recent dumps are not “cycle end”, but a process of reset – redistribution – cleaning leverage, exactly like the phases of 2016 or 2020, but on a much larger scale.

Crypto today no longer lives on retail sentiment. It lives on cash flow, data and strategies of national and corporate players. The 4-year cycle is not gone – it just evolved into a new complex cycle: driven by liquidity structure, by ETFs, by RWAs, by stablecoin flow, by privacy and on-chain AI.

ETF CASH FLOW EXPLANATION:

When Farside reports a negative (-) $254 million ETF cash flow, it means that Authorized Participants (APs) redeemed ETF shares to BlackRock, not that $254 million in Bitcoin was sold off on the same day. When investors sell IBIT, they receive money immediately from a buyer on the exchange, such as another investor, fund, market maker, or AP like JPMorgan. BlackRock is not involved in the transaction.

After selling or buying IBIT shares, a market maker or AP can choose to:
- hold the shares in inventory to wait for another buyer
- or redeem the shares for Bitcoin from BlackRock

If they choose to redeem shares, it is this exchange transaction that creates the “outflow” number we see on Farside.

Because of this mechanism, the daily inflow and outflow figures do not accurately reflect the daily IBIT trading volume. These are just new stock creation or redemption figures, which may occur later or in batches. During days of strong FOMO or panic, these numbers tend to be closer to actual buying and selling behavior.

When APs receive BTC from BlackRock, if they want cash, APs sell BTC themselves over the OTC, not BlackRock. So ETFs rarely have a direct impact on spot prices unless the OTC supply runs out. This is why it is important to track cash flows over multiple weeks rather than just one day to get a true picture of how an ETF is performing.

VanEck has just launched a Solana ETF called VSOL.

This ETF allows investors to hold SOL and receive staking rewards. VanEck is waiving all management fees for the first $1 billion or until February 17, 2026, and staking service providers are also waiving fees during this time.

Sol will to the ....🫡 $SOL

Ethereum has just launched Kohaku, the largest privacy toolkit ever, to help users transact on the blockchain without revealing personal information. Vitalik Buterin said Ethereum is in the “final stages” of perfecting privacy, as user data is still too easily tracked.

Kohaku is a toolkit that helps wallets like MetaMask or Rainbow to be anonymous by default. It creates temporary addresses for sending and receiving funds, separating transactions from the main wallet, so others cannot track onchain history and identity.

Kohaku allows anonymity by default, but if needed (e.g., audits, legal), users can self-enable information disclosure.

This approach both protects users and suits the needs of financial institutions when using blockchain.

Privacy trend is no longer an “option”, it is becoming the new standard, and a Privacy project preparing for TGE- Zama, is the leader in the game with FHE technology

Zama builds Confidential Blockchain Protocol using burn-and-mint mechanism:
♻️ User pays → burn
♻️ Operators secure the network → mint $ZAMA

Clear, fixed on-chain fees in USD:
• Encrypt: $0.005–$0.50
• Read private balances: $0.001–$0.10
• Move confidential assets: $0.01–$1
⚡ Heavy users get up to 100x discount – standard for large apps.

Node roles:
• FHE Coprocessors → high rewards
• KMS Nodes → light, stable
Anyone who holds $ZAMA can delegate stake.

💥 If just 10% of crypto goes private, Zama could generate $1B+ in fees/year.

This is not a trend. This is core infrastructure for the “privacy-by-default” era. #zec #DASH

While the market is covered in red, Privacy projects are still very green with the lead of $ZEC When everyone wants privacy, this is the time for privacy coins to shine. Rewards for those who believe

$DYDX OFFICIALLY USES 75% OF PROTOCOL FEES TO BUY BACK TOKEN!

Foundation has just announced: the dYdX community has voted to allocate 75% of protocol revenue to buyback $DYDX on the open market.
➡️Effective immediately.
Additionally:
5% of protocol fees will go to Treasury SubDAO
The remaining 5% will go to MegaVault
This move clearly demonstrates the strategy of increasing the long-term value of the token and strengthening the financial strength of the dYdX ecosystem

Linea officially launches Dual Burning Mechanism, a parallel burning model between ETH and LINEA, to create a long-term connection between Layer2 and Ethereum mainnet.

📌 How it works:
- 20% of gas fees are burned directly in $ETH
- The remaining 80% are converted to $LINEA and then burned again

📊 To date:
🔥 17,982 $ETH burned
🔥 20,294,431 $LINEA burned
💰 Total value equivalent to ~$293,000 USD

This is just the beginning – but an important step to help #LINEA reduce supply, create long-term value, and strengthen the economic connection with Ethereum

THE US OFFICIALLY REOPENS THE GOVERNMENT AFTER 43 DAYS OF CLOSURE

President Trump has signed a temporary budget bill, ending the longest 43-day “shutdown” in US history.

This “stopgap” agreement will help the federal government continue to operate until the end of January 2026, ensuring that essential agencies have funding to operate again.

🔥 #SUI🔥 CHUẨN BỊ RA MẮT STABLECOIN “USDsui”

Dự án vừa chính thức công bố kế hoạch ra mắt #stablecoin $USDsui, được phát hành thông qua Bridge’s Open Issuance, với mục tiêu trở thành đồng stablecoin cốt lõi cho toàn bộ hệ sinh thái Sui Network.

Theo thông tin từ đội ngũ phát triển:
🔻 USDsui sẽ tương thích và có thể tương tác với các stablecoin khác trên Phantom, Hyperliquid và MetaMask.
🔻Đặc biệt, đồng stablecoin này cũng tuân thủ khung pháp lý GENIUS Act, đạo luật stablecoin mới được thông qua tại Mỹ

JPMorgan has just launched JPM Coin, a token representing real USD deposited at the bank, allowing instant transactions 24/7, instead of having to wait for hours or days like traditional transfers.

Each JPM Coin is backed 1:1 by cash at JPMorgan, for large organizations such as Mastercard, Coinbase... to use for money transfers, payments and mortgages. Unlike conventional stablecoins (which only rely on reserve funds), JPM Coin is real bank money, can be transferred instantly day or night, and can generate interest for the organizations holding it. Currently, JPM Coin runs on Coinbase's Base blockchain and JPMorgan also plans to expand JPM Coin to many other currencies and blockchains, depending on regulations.

Visa thử nghiệm dịch vụ trả tiền bằng stablecoin tại Mỹ, cho phép doanh nghiệp gửi USDC trực tiếp từ tài khoản fiat đến ví crypto, mở rộng nỗ lực đưa thanh toán blockchain vào hệ thống toàn cầu.

🔸 Dịch vụ thử nghiệm cho phép doanh nghiệp Mỹ gửi thanh toán từ tài khoản USD sang ví stablecoin như USDC thông qua mạng Visa Direct.

🔸 Người nhận có thể chọn nhận bằng stablecoin, giúp chuyển tiền “trong vài phút thay vì vài ngày,” đặc biệt hữu ích cho các doanh nghiệp quốc tế và lao động tự do.

🔸 Visa đang hợp tác với một số đối tác chọn lọc, dự kiến mở rộng dịch vụ vào năm 2026.

🔸 Động thái này nối tiếp việc Visa mở rộng hỗ trợ stablecoin (USDC, PYUSD, USDG, EURC) trên các blockchain Stellar và Avalanche từ tháng 7.

🔸 Visa Direct cũng đã thử nghiệm chuyển tiền nhanh bằng USDC và EURC giữa các doanh nghiệp vào tháng 9.

🔸 Nhiều tập đoàn tài chính lớn như Citigroup, Western Union, JPMorgan và Bank of America cũng đang phát triển hệ thống thanh toán stablecoin riêng.

🔸 Theo Visa, 57% lao động tự do muốn nhận tiền qua phương thức kỹ thuật số để tiếp cận nhanh hơn.

Bitwise has just added the Spot Chainlink ETF (ticker CLNK) to the DTCC listing.

DTCC is the US clearing and settlement system where ETFs are registered.

The appearance on the DTCC listing is just the first step, not final approval from the SEC, but it is a positive sign that the ETF is getting closer to launch.$LINK

COINBASE DELISTS EOS... THE DECLINE OF THE $4.2 BILLION ICO

🔹 EOS was the largest ICO in history, raising $4.2 billion in 2017–2018, with the ambition to surpass Ethereum to become the fastest and most powerful smart contract platform.

💥Coinbase's official delisting of EOS marks the demise of an icon of the ICO era, when billions of dollars were raised but most of it left behind valuable lessons about governance and long-term vision in the blockchain world.

aPriori $APR project on Monad $MON raised $30M in capital and was exposed by bubblemaps for using 14k wallet to farm airdrops by himself 😄

🔥 6 Altcoins to Watch This Week (Nov 2025) 🔥

The crypto market’s on fire as $BTC smashes past $105K, but it’s the altcoins that are lining up with massive catalysts and juicy setups 👀

💧 $LDO (Lido DAO) – Tokenholder Update drops Nov 11. Strong CMF inflow + on-chain accumulation suggest a push past $0.86 → $1.00 if momentum holds.

⚡️ $INJ (Injective) – Public Mainnet Launch Nov 12 🚀 Already up +24% in 4 days, targeting $9.11 if bullish sentiment continues. Watch for volume spikes.

🍁 $SYRUP – Q4 Ecosystem Call this week. Price flirting with $0.50 breakout, confirmation above $0.555 could signal a full reversal and trend shift.

🐸 $TIBBIR – Meme momentum not dead. +21.5% in 24h, now only 23% below ATH ($0.449). Holding $0.317 key support = next impulse leg inbound.

🕵️ $XMR (Monero) – Privacy narrative heating up. +24% this month, testing $418 resistance. Breakout could open path to $460 → $518 (ATH).

🔥 $RAIL (Railgun) – Privacy play 2.0. +51% in 5d, still 49% below ATH, but reclaiming $5.14 would light up a move to $7.10

$TA project has the most terrible candle wicks, surely many people had their SL swept away, even liquidated

MONAD tokenomics is pure madness. $MON

Team: 69.5%

VCs: 19.7%

Community: 3.3%

“Fundraising”: 7.5%
→ 96.7% in insiders’ hands.
And 50% unlocked at TGE 😳
Yet they’re raising $187M via Coinbase at $2.5B FDV.
This isn’t decentralization — it’s daylight robbery.

3 Token Unlocks to Watch This Week (Nov 2025) — $476M on the Line 👀

Crypto markets are gearing up for another volatile week as major unlocks hit across Linea ($LINEA), Aptos ($APT), and Avalanche ($AVAX)

$UNI price surged by 50% after Uniswap released a proposal to completely restructure the ecosystem.

Uniswap Labs and Uniswap Foundation suddenly released the “UNIfication” proposal to completely restructure the ecosystem, activate a fee collection mechanism, burn large-scale tokens, and merge the two core organizations into a unified block.