Crypto_ALI-BNB

Stablecoin Supply Falls $14.2 Billion In 30 Days In Biggest Drop Since 2022

Total stablecoin supply shrank by $14.2 billion in 30 days according to Glassnode its sharpest fall since the 2022 bear market

Bitcoin apparent demand also fell by 284,000 BTC in 30 days while US spot Bitcoin ETFs lost about $1.6 billion

Bitcoin is near $73,400 with the Fear and Greed Index at 28

Risk is high stablecoins are the fuel for buying and less fuel in the market means weaker rallies until money returns
#HuangRisksOusterOverReportedAffairWithSubordinate

ERA Climbs 32 Percent In A Week With No News Behind It

Caldera ERA is near $0.0923 up about 32 percent in seven days while the wider market stayed red

No announcement or listing news was reported behind the move and volume is near $15 million

ERA market cap is only about $15 million with just 17 percent of its 1 billion supply in circulation

Risk is high ERA is still 95 percent below its $1.88 all time high and small caps fall as fast as they rise
#HuangRisksOusterOverReportedAffairWithSubordinate

PEPE Drops 15 Percent In Biggest One Day Fall In A Month

PEPE fell about 15 percent today to near $0.00000457 leading losses among major coins while Bitcoin stayed flat near $73,700

No clear catalyst was reported and the drop came as the meme coin sector fell 3.77 percent in broad risk off selling

PEPE is now heading toward its key support zone near $0.00000426

Risk is high a break below $0.00000426 opens the way to $0.00000386 and PEPE is still 84 percent below its all time high
$PEPE
#HuangRisksOusterOverReportedAffairWithSubordinate

MSCI Removes Strategy From Its Indexes In Final Decision

MSCI confirmed Strategy will be removed from the MSCI USA Index after the close on November 30 under new non operating company rules

Japan Metaplanet Yellow Cake Skel and Upexi were also removed in the same review

Strategy shares fell about 1.5 percent after hours to near $120 and now trade at a discount to the value of its 850,364 Bitcoin

Risk is high passive funds hold about 13 million shares worth $1.6 billion and JPMorgan estimates selling could reach $2.8 billion.
$BTC
#HuangRisksOusterOverReportedAffairWithSubordinate

⚠️⚠️🚨US Rules Out Major Strikes On Iran As Hormuz Tanker Attacks Continue

US Secretary of State Marco Rubio said there is no need for major combat operations against Iran as diplomacy gathers pace

Iran said it will not remove any enriched uranium and denied that negotiations are underway

Two more tankers hit mines in the Strait of Hormuz taking verified ship incidents to 130 since the war began

Risk is high oil and Bitcoin held steady near $74,500 but one new strike can change that fast
$BTC
#HotCPIDecemberHikePriced

MSCI Decision On Strategy Due Today With $2.8 Billion At Stake

MSCI will publish its final list today and Strategy is on the removal list under new non operating company rules

Strategy itself said it expects to be excluded and it holds 850,364 Bitcoin bought at an average of $75,456

If removed passive funds must sell between $1.57 billion and $2.8 billion of MSTR shares by November 30

Risk is high removal would not force a Bitcoin sale but it would slow Strategy future Bitcoin buying
$BTC
#HotCPIDecemberHikePriced

Deutsche Bank Launches Crypto Custody For Institutions In Europe

Germany largest bank Deutsche Bank is now live with crypto custody for paying institutional clients across Europe

Clients can hold Bitcoin Ether USDC EURC and EURAU with the bank managing wallets and private keys

The service runs under EU MiCA rules and is open to companies funds and brokers not retail customers

Risk is low for the market but it shows big banks keep entering crypto even in a weak market
#HotCPIDecemberHikePriced

Bitcoin ETF Selling Slows As Outflows Drop To $95 Million

US spot Bitcoin ETFs lost $95 million on Tuesday for a fourth straight day of net outflows

That is down from $201 million on Monday and $430 million last Thursday showing selling is slowing

Bitcoin is near $73,600 holding just above its 200 day average near $73,200

Risk is high four straight outflow days still show weak demand and a break below $73,200 opens deeper selling.
$BTC
#HotCPIDecemberHikePriced

Zcash Falls Below $1,000 For First Time Since September

Zcash dropped 18 percent today to near $977 its lowest since September 4 and fell out of the top 10 coins by market cap

The drop came a day after Grayscale pledged $1 million to support the Zcash ecosystem

ZEC futures saw $40 million in liquidations in 24 hours with most of them longs and Grayscale fund outflows passed $15 million in November

Risk is high ZEC is down 41 percent from its September peak of $1,653 and $1,000 is now the level to reclaim
#HotCPIDecemberHikePriced

INIT Crashes 48 Percent After Yesterday 107 Percent Pump

INIT is down 48 percent today near $0.16 after jumping 107 percent yesterday while its blockchain was halted

Initia confirmed attackers stole $3.27 million in three weeks and the chain is still halted with no restart date

The attack began on November 9 through compromised credentials and $2.16 million is stuck on the paused chain

Risk is high the chain is halted and INIT is still about 89 percent below its $1.42 all time high
$INIT
#HotCPIDecemberHikePriced

Telegram CEO Calls GRAM Seriously Undervalued As It Jumps 10 Percent

Telegram founder Pavel Durov said GRAM is seriously undervalued and deserves a top three ranking by market cap

More than 700,000 self custodial wallets were created on Telegram within 48 hours

GRAM is near $1.20 up about 10 percent today while Bitcoin stays flat near $73,600

Risk is high 36.5 million GRAM unlock on November 22 and the token is still down 22 percent in 30 days
$GRAM
#HotCPIDecemberHikePriced

Trump Media Bought 4,359 Bitcoin As $1 Billion Deadline Nears

Trump Media bought 4,359 Bitcoin last quarter and now holds 15,649 Bitcoin worth about $1.16 billion

The company pledged 73 percent of its Bitcoin to an options program and holders of its $1 billion notes can demand cash on November 30

Trump Media warned it may need to sell Bitcoin if other financing is not arranged

Risk is high a forced sale near $74,000 would add pressure to an already weak market
$BTC
#HotCPIDecemberHikePriced

Fed Hike Odds Jump To 96 Percent As Bitcoin Tests $73,000

Federal Reserve Governor Christopher Waller said he supports a 25 basis point rate hike in December and left the door open to 50 basis points after hot October CPI

Markets repriced December hike odds from 76 percent to 96 percent after his speech

Bitcoin is near $73,600 after falling below $74,000 and Ether is near $2,060

Risk is high $73,000 is the line to hold and a break below it opens the way to $70,000
$BTC
#HotCPIDecemberHikePriced

Hot CPI Hits Bitcoin Hard As December Hike Bets Jump

October CPI rose 0.4 percent against 0.3 percent expected and core CPI rose 0.3 percent against 0.2 percent expected

Bitcoin dropped to $73,400 right after the print and is now near $72,860 below the $73,500 support

Traders now price a bigger December Fed hike and Ether fell to $2,016 while gold dropped more than 2 percent

Risk is high $72,000 is the next support now
$BTC $ETH $SOL
#AnthropicRejectsIPODelayValuationinQuestion
#HotCPIDecemberHikePriced

INIT Jumps 107 Percent Even After Its Blockchain Halted Again

Initia halted its blockchain today after a second exploit of about $615,000 in unauthorized transfers

It is the second halt in three weeks after a $2.7 million exploit on October 23

Still INIT is up 107 percent today near $0.30 with volume 8 times its average

Risk is high the chain is halted and INIT is still 86 percent below its $1.42 all time high
$INIT

Bitcoin Falls Below $73,000 To Lowest Since September

Bitcoin dropped to $72,770 today its lowest since September after hot CPI data raised December hike fears

More than $292 million in positions were liquidated in one hour and most of them were longs

Ether fell to $2,030 and Solana dropped to $82

Risk is high $72,000 is next and a break below it opens the way to $70,000
$BTC
#HotCPIDecemberHikePriced

What if TRUMP hits $77

TRUMP is near $1.12 today

Can it reach $77 from here ?
$TRUMP
#CPITestsDecemberRateOutlook
#NvidiaInvestigatesAfterHuang’sAffairApology
#TRUMP

Stocks Had Best Day Since April But Bitcoin Stayed Flat

US stocks jumped Monday with Nasdaq up 2.7 percent and S&P 500 up 2.3 percent while oil fell 6 percent

Bitcoin stayed near $74,800 and did not follow stocks higher

Risk is high Bitcoin needs to hold $75,000 and tonight CPI data will decide the next move
$BTC
#CPITestsDecemberRateOutlook

NYSE Picks Avalanche For Tokenized Stocks And AVAX Jumps 8 Percent

The New York Stock Exchange chose Avalanche as the core ledger for its new tokenized securities platform with 24/7 trading clearing and settlement

The platform could launch before the end of 2026 pending regulatory approval after about a year of testing

Charles Schwab also added AVAX trading on the same day opening it to millions of brokerage clients

AVAX is near $8.61 up 8 percent today with $58.7 million volume

Risk is high the platform still needs approval and the wider market is weak with Bitcoin flat near $75,000
$BTC

Bitcoin Miner MARA Sold $1.1 Billion In Bitcoin And Plans To Sell More

MARA Holdings sold 13,597 Bitcoin for $1.1 billion in six weeks after September at an average of about $81,039 per coin

That is 40 percent of its quarter end holdings and six times more than it mined in the whole third quarter

MARA used $750 million to repay Bitcoin backed loans and now plans more sales to fund AI infrastructure

Risk is high more miner selling adds pressure near $75,000 and tonight CPI data will decide the next move
$BTC
#CPITestsDecemberRateOutlook