1. Top news
US stocks at the close (~3h ago). The Nasdaq rose +1.09% to 24,579 and the S&P 500 +0.31% to 7,377, while the Dow fell −0.46%. The VIX dropped −9% to 25.6. Chip stocks bounced after Thursday’s −12% crash, but BTC barely moved, up only +0.1% on the day. The S&P 500 is still heading for its worst week since June.
Rates (~8h ago). The 10-year yield closed at 4.86%. The jobs report (+165K vs ~65K expected, unemployment 4.1%) supports a December hike: CME showed ~79% odds after the release.
ETF flows. The Nov 6 numbers are not published yet. The last confirmed day is Nov 5 (~1 day old), per The Block and Farside:
BTC ETFs −$430.2M (FBTC −$199.9M, IBIT −$105M)
ETH ETFs −$99.9M
Smaller funds: SOL ETFs −$1.2M, ZEC ETFs −$11M, HYPE ETFs −$3M, XRP ETFs $0
Week to date, more than $1.1B has left all crypto ETFs combined.
One outlet reported a +$252.5M inflow for “Nov 6”, but it was published before the US session and conflicts with the other sources, so it is not used here.
Liquidations (Thursday, ~1 day old). $1.08B was liquidated: $954M longs and $127M shorts (CoinGlass). BTC futures open interest dropped below $26B, its lowest since mid-September.
Oil and gold. WTI is at $90.47 and Brent below $100. Gold is at $4,075 (−0.9%).
Binance (older). The phased reopening of withdrawals continues (phase 9 started today), after the Oct 29 hack.
2. Trending coins
INJ: $8.14–8.36, +2.6–3.7% (Crypto Basic, Thursday close and Friday morning). Canary’s staked INJ ETF is now trading.
HYPE: ~$77. Funding has been positive for 168 straight hours (avg 0.0023%/h), open interest is ~$1.71B, and the buyback fund holds 48.7M HYPE (~$3.76B) (CryptoTicker).
TEL: +12.65%, the top-200 gainer (CoinCodex, Friday morning).
CCD: +20–28% on a 75M CCD developer grant.
ZEC: the NU7 upgrade is live, with 25-second blocks.
WLFI: a token buyback is planned after a ~66% drop this year.
3. BTC and ETH
BTC $75,770 (+0.1% 24h; Yahoo, close of the US session).
Supports: $75,000 (Thursday’s low was $75,100 and the September low $74,968), then $73,000, then $68,000.
Resistances: $77,970–78,000 (the reclaim level), then $78,400 (50-week EMA), then $80,000.
Scenario: BTC has held $75K for two sessions while stocks rebounded, which shows weak demand but also weak selling. A daily close below $75K opens $73K. A close above $78K would be the first sign of strength.
ETH $2,222 (−0.7% 24h).
Supports: $2,200, then $2,100.
Resistances: $2,350, then $2,450.
Context: a put cluster sits at $2,100.
4. Token unlocks
Next 7 days:
Nov 8, 02:00: STABLE, 4.94% of circulating supply (~$23.3M)
Nov 8: AVAX, 1.67M (0.38%, $14.0M)
Nov 11: APT, 4.54M (0.51%, $2.8M)
Nov 11: SOL, 204K (0.035%, $18.4M)
Nov 12: PUMP, 625M (0.14%, $2.5M)
Big unlocks later this month:
Nov 14: PIEVERSE, 6.07% ($23.7M)
Nov 16: CRO, 2.31% ($58.6M)
Nov 16: ARB, 1.34% ($15.6M)
Nov 20: ZRO, 5.83% ($38.3M)
Nov 24: MON, 132% of circulating supply (~$270M)
Nov 25: XPL, 4.78% ($13.2M)
Nov 29: FF, 6.07% ($17.9M)
5. Upcoming events
Sun, Nov 8 · 02:00: STABLE unlock
Tue, Nov 10 · 15:30: US CPI for October (~3.7% y/y expected)
Fri, Nov 13 · 10:00: weekly Deribit options expiry
Fri, Dec 4 · 15:30: US jobs report (November)
Wed, Dec 9 · 21:00: FOMC decision
6. In accumulation
Data is still thin, and nothing new has been confirmed in the last 4h. The only coin with confirmed numbers is unchanged from the last brief:
XRP ~$1.20. Wallets holding 1M+ XRP reached 2,147, a 2026 high. Those whales added +280M XRP between Nov 3 and Nov 5, and 13.24M XRP left exchanges (TradingNews).
Trigger: reclaim $1.24.
Confirmation: a daily close above $1.35.
Risk: XRP has already broken below its range, and ETF demand is fading.
HYPE is consolidating at $76–88, but its funding is positive and longs are crowded, so it does not count as accumulation.
7. Bullish and bearish signals
a) Bullish
INJ ($8.14–8.36, +2.6–3.7%) (new signal): it is holding above its 20-day EMA ($7.71). Resistance is $8.28, then $8.58 and $8.70. Invalidation is a close below $8.08.
BTC ($75,770, +0.1%): it has held the $75K floor twice, and a dormant whale bought 3,009 BTC on Friday. Confirmation is $78,000; invalidation is a daily close below $75,000.
b) Bearish
XRP ($1.21, −7.8% early Friday) (new signal): its daily RSI is 35.7, and it closed under resistance at $1.233–1.243. The Oct 30 low of $1.197 is the next test.
NEAR ($3.65–3.69, −8.8%): it broke support at $3.68, and the next level is $3.62. Reclaiming $3.90 would invalidate the signal.
ETH ($2,222, −0.7%): ETH ETFs had −$99.9M of outflows on Nov 5, and ETH is below $2,350. A reclaim of $2,350 invalidates the signal.
HYPE ($77, −7.5% early Friday): it is testing $76 support, with funding positive all week and crowded longs. The next level is $74.33; reclaiming $81 invalidates the signal.
8. On watch
a) Significant news in the last ~4 hours: none found. Items still in play:
BNB: Binance withdrawals reopening (see section 1).
INJ: ETF launch (see section 7).
HYPE: buyback fund data (see section 2).
Unlocks within 7 days: AVAX, APT, SOL and PUMP (see section 4).
b) Strong 24h moves: none confirmed above ±7% in the current 24h window. The big drops in XRP, NEAR, HYPE, SOL and others came from Thursday’s crash, and their rolling 24h changes are now small. INJ is the standout gainer.
9. Key takeaways
Stocks bounced (Nasdaq +1.1%), but BTC only held flat at $75.7K, so crypto is lagging.
Fed hike odds near ~79% and 4.86% yields cap any rebound.
$75K is the floor. Losing it opens $73K, and reclaiming $78K opens the way to $80K.
Watch next: Nov 6 ETF flows (tomorrow morning), the STABLE unlock (Sunday, 02:00) and CPI (Tuesday, 15:30).
Correction: the previous brief gave Fear & Greed as 28 (Alternative.me). CoinMarketCap’s index shows 32, so the two indexes differ. Also, the BTC reclaim level is refined to $77,970–78,000 (Crypto Basic).