Nathalia90

BitMEX co-founder Arthur Hayes just dropped a new essay, Snow Forecast, breaking down why Bitcoin is falling - and what could ignite the next explosive leg up. Here are the key takeaways 👇


🔥 1. BTC $BTC drop isn’t about headlines - it’s about liquidity

Hayes argues that political narratives, Trump’s rhetoric, and even ETF inflows have been masking the real issue: USD liquidity has been shrinking, and the market is finally feeling it.


ETF flows created the illusion of strong institutional demand, but once those inflows faded, Bitcoin started reflecting true liquidity conditions.
💧 2. Without new stimulus, markets could “freeze”
Unless the U.S. Treasury and the Federal Reserve inject new liquidity, the crypto market may face a deeper liquidity crunch. In that scenario, Hayes sees BTC dropping to $80,000–$85,000

💵 3. But if the money printer starts - the bull returns fast
Hayes believes that coordinated monetary easing from both the U.S. and China will trigger the next major rally.
If liquidity returns, the bull run accelerates.
If not, we get one more dip before liftoff.
#BTC90kBreakingPoint #USStocksForecast2026 #StrategyBTCPurchase $BTC

Harvard Triples Its BTC$BTC ETF Exposure - IBIT Becomes Its Largest Holding


In Q3 filings, Harvard University reported 6.81M shares of IBIT - a 257% increase from June.

IBIT is now the largest disclosed position in the world’s biggest university endowment, overtaking Microsoft, Amazon, and GLD.


Bloomberg’s Eric Balchunas notes it’s “as good a validation as an ETF can get” - endowments rarely take positions of this scale.


📊 Key data:


Position value on Sept 30: $442.8M (now ~$364M after BTC pullback)

Share of total endowment: 0.6% of $57B

IBIT remains the top spot BTC ETF by AUM despite $532.4M in weekly outflows


Harvard isn’t alone.


Emory University increased BTC$BTC ETF exposure by 91%, holding over 1M shares.

Al Warda Investments (UAE) boosted IBIT holdings 230% to 7.96M shares worth $517.6M.


Institutional accumulation continues - quietly, but decisively.
#BTC90kBreakingPoint #StrategyBTCPurchase #USStocksForecast2026 $BTC

Bitcoin’s short-term weakness stems from heavy exchange inflows and rising liquidation and some pressure.
The long-term outlook for Bitcoin may strengthen if the US–China trade deal eases macro tensions and restores market confidence.
Currents of market observed that bitcoin slid again on Sunday as roughly $1 billion in BTC moved onto exchanges over the last few days, a classic warning sign that sellers may be preparing to cash out, one likely driver of the renewed drop. Next, as shown by a Crypto News Flash (CNF) report, remains mixed. Despite Bitcoin breaking below $100K, CNF noted that BTC’s structure and sentiment setup still lean bullish.

However, this pattern also give hints that some investors are ready to take profits, and it may be a key reason behind the ongoing downtrend. As noted by a Market Analyst commenting on the bullish macro implications amid the dip:

Crypto investors are viewing the US–China trade deal as a net positive for Bitcoin, as easing tariffs improve risk sentiment, stabilize liquidity, and reduce dollar volatility—potentially driving speculative flows back into BTC once the current fear subsides.

Hence, this perspective counters short-term bearishness and emphasizes how the geopolitical de-escalation could fuel a rebound by boosting overall with market confidence and FOMO among retail traders. On the other hand, when so much BTC is transferred to exchanges, it usually signals that big holders (whales) are preparing to sell.

Implications for Bitcoin in the Short and Long Term
Until now, the Bitcoin pullback is already weighing on the broader market, and XRP is feeling it sharply. XRP has dropped below $2.45, and analysts noted that its also correlation with BTC remains above 0.8, meaning it tends to mirror Bitcoin almost point-for-point.

According to reports, with more than $1B in BTC flowing into exchanges, traders say this move is amplifying liquidation pressure — part of the $1.8B wipeout recorded across the market in the last week. Investors are rotating into safer assets like gold.

Even so, the long-term narrative may shift. U.S. Treasury officials said a US–China trade deal could be finalized before Thanksgiving, and this has been interpreted as of potential tailwind for assets linked to global payments. Ripple’s ODL network — which processed $30B in volume during 2025 — stands to benefit if tariffs fall and remittance channels become more efficient.

Historical patterns suggesting also that easing geopolitical tensions often reduces dollar volatility, and some analysts believe this environment could help altcoins recover. CoinDCX forecasts that if BTC stabilizes and ETF demand picks up.

As of now, Bitcoin (BTC) is trading at approximately $94,926.65, reflecting a 0.38% decrease in the past day, and 10.74% in the past week. This latest movement reflecting that Bitcoin’s continued sensitivity to exchange inflows and shifting macro conditions, which will likely guide its direction in the near term. See BTC
price chart below.
#StrategyBTCPurchase #USChinaDeal
$BTC

Institutional adoption of XRP is accelerating as Evernorth moves toward completing its merger, strengthening its XRP treasury, expanding tokenized-finance infrastructure, and fueling broader corporate engagement that underscores growing momentum for digital-asset integration across global markets.

Institutional XRP Momentum Reshapes Digital-Asset Strategy
A surge of institutional demand for XRP is reshaping digital-asset strategies, intensifying efforts to advance the completion of large-scale corporate structures tied to tokenized finance. Evernorth Holdings Inc. announced on Nov. 13 that it confidentially submitted a draft Form S-4 registration statement to the U.S. Securities and Exchange Commission (SEC), progressing its merger with Armada Acquisition Corp. II (Nasdaq: XRPN).

“Evernorth’s public journey begins with a simple premise: that digital assets will usher in the next generation of institutional finance,” Asheesh Birla, CEO of Evernorth, stated, adding:

The confidential submission of our Form S-4 marks a significant milestone as we move toward becoming a publicly traded company built for institutional adoption of XRP and toward redefining how digital assets integrate with the global financial system.

The company is working to broaden institutional use of XRP and intends to assemble the largest XRP reserve held by institutional entities. Its recent filing moves the firm toward a merger with a special purpose acquisition company backed by Arrington Capital, first disclosed Oct. 20, 2025. The organizations anticipate finalizing the deal in early 2026, pending regulatory and shareholder actions, after previously reporting more than $1 billion in expected gross proceeds for a treasury strategy centered on XRP.

Evernorth was set up to give institutions regulated and liquid access to XRP through a framework distinct from exchange-traded funds. Its model seeks to expand token balances by incorporating decentralized-finance returns, capital-markets activities, and broader ecosystem engagement. Armada II’s sponsor functions as a global digital-asset manager with extensive blockchain experience. Supporters view Evernorth as a potential contributor to liquidity and integration of tokenized assets, while critics underscore market swings and unclear regulatory direction.
#MarketPullback #Xrp🔥🔥 #XRPRealityCheck
$XRP

The crypto community on X has been dominated by prominent figures advocating for the adoption of Zcash as privacy becomes increasingly threatened by governments and regulators.

While the Winklevoss twins, Naval Ravikant, and Balaji Srinivasan back the adoption of Zcash (ZEC), its success could spur the Bitcoin ecosystem to push for more privacy features by revisiting the reactivation of OP_CAT, according to Eli Ben-Sasson, founder of StarkWare and a renowned mathematician who helped pioneer zero-knowledge proofs.

Zcash was inspired by Bitcoin
In 2014, Ben-Sasson and his co-authors published “Zerocash: Decentralized Anonymous Payments from Bitcoin.”

The white paper was the culmination of six years of theoretical work. From 2008, Ben-Sasson and his collaborators had been working on general-purpose zero-knowledge proof technology. While they didn’t have a use case, they knew the technology was incredibly powerful.

Zcash has been trending on Crypto Twitter for months.

Not many know the backstory behind the biggest cryptocurrency in the privacy space.

We're chatting to EliBenSasson about the history of @Zcash Official and the ZK tech behind it.
#MarketPullback #ZECUSDT #Zcash
$ZEC

Imagine a world where blockchain security isn’t just about reputation but about tangible economic stakes. That’s exactly what EigenCloud has achieved with their groundbreaking EigenZero cross-chain security module, developed in partnership with LayerZero. This innovative approach is set to revolutionize how we think about cross-chain security in the cryptocurrency space.

What Makes EigenZero Cross-Chain Security So Revolutionary?
EigenCloud, a leading Ethereum restaking infrastructure provider, has taken cross-chain security to the next level. Their collaboration with interchain protocol LayerZero has produced EigenZero – the first cryptoeconomic Distributed Validator Network built on EigenCloud’s slashing infrastructure. This represents a massive leap forward in cross-chain security technology.

The system features an impressive $5 million in ZRO tokens deposited as slashable staked assets. This means validators have real skin in the game. The cross-chain security model ensures that staked assets face penalties for validation failures or malicious activities, creating a powerful economic incentive for proper behavior.

How Does This New Cross-Chain Security Model Work?
Traditional security models often rely on validator reputation, but EigenZero’s cross-chain security approach changes everything. Applications can now select their security level based on:

On-chain economic collateral
Slashing history records
Actual performance metrics
Real-time security assessments
This transparent system eliminates the guesswork from cross-chain security. Instead of trusting promises or reputations, users can see exactly what economic backing supports their transactions. The cross-chain security framework provides measurable, verifiable protection that grows stronger with each successful validation.

Why Should You Care About This Cross-Chain Security Breakthrough?
The implications for cross-chain security are enormous. With $5 million in ZRO tokens at stake, the system creates what might be the most robust cross-chain security framework available today. This economic backing ensures that validators have strong incentives to maintain network integrity.

Moreover, the cross-chain security module allows for customizable protection levels. Different applications can choose the exact level of cross-chain security they need based on their risk tolerance and operational requirements. This flexibility makes advanced cross-chain security accessible to projects of all sizes.

The Future of Cross-Chain Security Looks Bright
As blockchain interoperability becomes increasingly crucial, robust cross-chain security solutions like EigenZero will play a vital role. The partnership between EigenCloud and LayerZero demonstrates how collaboration can drive innovation in cross-chain security forward.

This development marks a significant milestone in cross-chain security evolution. By moving beyond reputation-based systems to economically-backed validation, EigenZero sets a new standard for cross-chain security that other projects will likely follow.

Frequently Asked Questions
What is EigenZero’s main innovation in cross-chain security?
EigenZero introduces economic collateral as the foundation for cross-chain security, replacing traditional reputation-based systems with tangible financial stakes.

How much value is backing the EigenZero security system?
The system features $5 million in ZRO tokens as slashable assets, creating substantial economic incentives for proper validation.

Can applications customize their security levels?
Yes, applications can select their cross-chain security level based on on-chain economic collateral and slashing history rather than validator reputation.

What happens if a validator acts maliciously?
Malicious actions or validation failures result in slashing of the staked assets, providing strong economic disincentives for bad behavior.

How does this improve upon existing cross-chain security?
It replaces subjective reputation metrics with objective economic measurements, creating more transparent and reliable cross-chain security.

Is this technology available for all blockchain projects?
While initially launched through EigenCloud and LayerZero, the cross-chain security framework is designed to be adaptable across various blockchain ecosystems.

Found this breakthrough in cross-chain security fascinating? Share this article with your crypto community and help spread awareness about this revolutionary approach to blockchain protection!

To learn more about the latest cross-chain security trends, explore our article on key developments shaping Ethereum institutional adoption.

Disclaimer: The information provided is not trading advice, Bitcoinworld.co.in holds no liability for any investments made based on the information provided on this page. We strongly recommend independent research and/or consultation with a qualified professional before making any investment decisions.
#LayerZero #EigenZero #ProjectCrypto
$ZRO

The YGG airdrop is a free token distribution from Yield Guild Games (YGG), a decentralized autonomous organization (DAO) that invests in virtual world assets and NFTs. These airdrops typically aim to reward early community members by distributing tokens and NFTs, such as virtual swords and shields, that have embedded YGG tokens that vest over a period of months. To qualify, users must meet certain criteria set by the project, often announced through official social media. What is a YGG airdrop? Token and NFT distribution: YGG airdrops have historically distributed YGG tokens and two types of NFTs, "YGG Sword" and "YGG Shield." Community appreciation: The primary purpose is to reward community contributions and participation in the early stages of YGG's growth. Gradual distribution: Tokens obtained through airdrops are usually not available immediately, but are distributed gradually through a process called vesting over a period of time (e.g., three months). Gas fees: There are gas fees to claim NFTs from the YGG website, which are based on the blockchain network used (e.g., Ethereum).
@Yield Guild Games #YGGplay $YGG

The "Kite Airdrop" likely refers to a free token distribution (airdrop) from a project called Kite AI. Kite AI is a platform developing the first AI payment blockchain, focusing on autonomous AI agents and stablecoin payments. To receive the airdrop, users must participate in testnet activities, such as completing tasks on the network, interacting with AI agents, and completing social and referral tasks. About the Kite AI Project Focus: Building the first blockchain infrastructure for AI, enabling autonomous AI agents to operate, have verified identities, and interact with payments directly using stablecoins. Mechanism: Using technologies such as state channels to process transactions quickly and efficiently, as well as a unique consensus mechanism called Proof of Attributed Intelligence (Proof of AI).
#KITE我先跑路了 #KITEtoTheMoon
$KITE

ALLO is in a steep decline, currently trading around $0.4688, down a massive -72.47% in the last 24 hours after its parabolic launch.

The 1-hour chart shows a rapid collapse from the $1.70 peak, followed by a weak descending consolidation pattern, signaling fading buying pressure and heavy post-launch profit-taking. RSI remains extremely high, hinting at potential exhaustion after the initial volatility spike.

To stabilize, needs to hold the $0.40–$0.45 zone as immediate support. A breakdown below could extend losses, while a bounce above $0.55–$0.60 would be the first sign of relief buying. ⚠
$ALLO
#BinanceHODLerALLO
#AlloraNetworkBinance

LINEA Most people see “unlock” and instantly assume sell pressure — but that’s not how @LineaBuild structure actually works. DeclanFox14 (Linea’s lead) already clarified that these tokens belong to a non-profit ecosystem fund under US law. That means they can’t just be dumped — they can only be allocated through governance votes if it benefits the ecosystem (grants, liquidity incentives, dev funding, etc.).
#Linea $LINEA

The Federal Reserve lowered the federal funds rate by 25 basis points to a target range of 3.75%–4.00% at its October 2025 meeting, in line with market expectations. This move followed a similar cut in September, bringing borrowing costs to their lowest level since 2022. The central bank decided to end the reduction in its aggregate securities holdings on December 1. Policymakers cited increased downside risks to employment in recent months, while inflation has risen since the beginning of the year and remains somewhat elevated. Governor Miran favored lowering the target range for the federal funds rate by 50 basis points, and Kansas City Fed President Schmid dissented, favoring keeping the rate unchanged. Investors had largely anticipated another 25-bps cut in December, consistent with the Fed's September projections. However, during the regular press conference, Fed Chairman Powell said a December rate cut was not a foregone conclusion.
#FOMCWatch #StrategyBTCPurchase

SAPIEN is a decentralized AI data protocol on the Base blockchain, designed to reward quality data contributions and enable governance via its native token. After a strong ~70% surge post-TGE, price has pulled back — creating a potential watchlist opportunity.


Why it matters: AI models depend on quality data. SAPIEN’s Proof of Quality mechanism targets this bottleneck. If enterprise adoption grows and contributor numbers rise, long-term demand for SAPIEN could increase.


Risks to watch: Adoption is not guaranteed, token unlocks may create selling pressure, and crypto market volatility remains high.


💡 My view: For those bullish on the AI-data economy and willing to take higher risk, SAPIEN is worth monitoring. Conservative traders may wait for >1M active contributors or clear enterprise uptake.
#Holdersapien #AITokensRally #PrivacyCoinSurge
$SAPIEN

But here’s the catch: using wrapped BTC means relying on custodians, bridges, and extra trust layers, which brings risks such as hacks, mis-collateralization, or loss of autonomy.


That’s why the next wave is about native-BTC yield, no wrapping required.


HEMI steps in with a new protocol where Bitcoin’s liquidity can flow directly into DeFi, under Bitcoin’s own security model and without the typical bridge-based risks.


DeFi today uses Bitcoin value via wrappers. HEMI is the infrastructure making that shift real.
@Hemi #Hemi $HEMI