Crypto Web3 Today

🚨 BREAKING: 🇺🇸 FED CHAIR POWELL IS STILL SCHEDULED TO GIVE A "BIG" SPEECH DESPITE SHUTDOWN TOMORROW

Markets don’t fear the speech, they fear the signal behind it.

Powell speaking during a shutdown means messaging matters more than policy.

Will he calm markets or test their conviction again?

EXPECT HIGH VOLATILITY!

$NOT
$DF
$DYDX

Someone launched a coin and spent seven hours buying it from… themselves. Waited for others to join, nobody did, then rage-sold it all.

I wonder what that was. A tragic little DeFi drama, or a noble act saving the world from one more shitcoin?

$DOGS
$NOT
$BONK

BREAKING: The US' goods trade deficit narrowed +$6.5 billion, or +11%, in September, to -$52.8 billion, the lowest since June 2020.

The value of US exports jumped +$8.4 billion, or +3%, to $289.3 billion, the 2nd-highest in history.

At the same time, imports increased +$1.9 billion, or +0.6%, to $342.1 billion.

Since March 2025, the goods trade deficit has improved by +$83.6 billion, or +61%.

Adjusted for inflation, the merchandise trade deficit narrowed to -$79 billion in September, the lowest in nearly 5 years.

The US trade deficit is shrinking.

$ONT
$DCR
$ZEC

Consumers expect the job market to deteriorate further:

The percentage of Americans saying jobs are “hard to get” is up to 20.8%, the highest in 4 years.

At the same time, 26.7% of consumers say jobs are “plentiful,” the lowest reading in 4 years.

As a result, the labor differential is down to 5.9%, the lowest since 2021.

US consumers have grown steadily more pessimistic about the job market over the last 3 years.

In previous business cycles, this measure has been a leading indicator of rising unemployment.

If this relationship holds, the unemployment rate could rise to as much as 6% over the next several months from the current 4.6%.

Labor market pessimism is accelerating.

$BTC
$ETH
$ZEC

📊 A concise and clear summary of crypto stock performance in 2025!

🔥 Top Performing Stocks 👇
• BitMine Immersion topped the list with a +345% increase after entering the staking and mining business.

• IREN Ltd also achieved a strong increase of approximately +300%.

• Robinhood saw significant revenue growth throughout the year.

📉 Worst Performers 👇
• Sol Strategies experienced a sharp decline (~-88%) after focusing on unsuccessful investments.

• Strategy Inc., the largest corporate Bitcoin holder, faced difficulties and significant losses during the year.

$NTRN
$ZEC
$ZEN

Gold at ATHs

Silver at ATHs

Platinum at ATHs

S&P at ATHs

Bitcoin −30%.
Alts −90%.

This might seem bearish. And yes, we are probably not out of the woods yet.

But there is actually some evidence (and logical explanation) that this is quite normal and happened before.

You know I always look at price action today, and not previous cycles.

Hence my short term bearish stance when Bitcoin lost ~100k a few weeks ago.

BUT:

2019-2020 gold broke out to new highs while stocks grinded higher. All while btc was down between 50-80% (alts even more).

BTC lagged and reacted after the liquidity response.

2010-2013 a very similar reaction. Gold went parabolic, stocks recovery ripped and Bitcoin lagged BUT exploded in 2013 post gold run.

I don't really like this example the most as it was really early days for crypto but nonetheless.

Early 2020 also a mini-cycle where gold went strong into a crisis and BTC crashed harder than stocks.

But it massively outperformed after the ACTUAL easing (not upcoming or hinting).

This goes well with an actually fact and proven thesis:

Metals rally during fear.
Stocks ignore it.
Crypto waits for liquidity (actual easing).

Then why is everyone getting it wrong and do we continue to bleed lower and lower?

Simply because they are calling for it to soon. There is NO actual easing yet (tightening has stopped. But real easing hasn't begun yet).

It's also incredibly difficult to put a timing on it yet everyone does it (Q3 fam! Q4 will be insane! Q1 will be parabolic! And so on and so on)

There where I personally like to add price data into the mix.

For me it's incredibly simple:

If price doesn't turn bullish yet (alts literally are making new local lows every week) it simply doesn't yet.

There might be plenty of signs of better days ahead. But unless I see the turnaround, I don't think it's the time to go yet. Simple.

It might actually still get worse before it gets better (especially in my perspective if we lose $85k).

I do see plenty of opportunity and a future for us ahead here.

$BTC
$ZEC

🚨Silver surpasses the British pound globally

🥈 Silver has officially surpassed the British pound sterling, becoming the 11th most valuable asset globally by market capitalization.

📈 This rise reflects:

• Strong demand for precious metals

• Investors' shift towards safe havens

• Continued momentum in commodity markets

📌 In conclusion: Silver is proving itself as a key player in the current period, not just as an industrial metal, but as a significant investment asset.

$BTC
$ZEC
$ZEN

🔴 Worst fourth quarter since Birmarkt 2018…

But 🤔👇

🟢 Could the first quarter of 2026 mark the beginning of a turnaround?

👀 The question isn't whether the improvement will happen, but when… and who will be ready? 🚀💰

$ZEC
$ZEN
$DASH

Pi Network Price Holds $0.20 After 8.7M PI Unlock, 19M KYC Milestone-What’s Next?

Pi Network price remains stable above $0.20 despite broader market weakness. 8.7 million PI tokens were unlocked with minimal market impact. Over 19 million users have completed KYC verification, a significant milestone. The network's resilience amid market fluctuations is noteworthy. Pi Network's ability to maintain price levels and achieve KYC milestones showcases its growing user base and community trust. This stability and user growth could indicate long-term potential for Pi Network in the crypto space.

$BTC
$ZEN
$AT

Crypto-Based Tokenized Commodities Near $4B Milestone as Gold and Silver Hit Record Highs.

The market cap of crypto-based tokenized commodities is nearing $4 billion as Gold and Silver prices surge to record highs. This growth is attributed to the strong performance of Gold and Silver in traditional markets. Blockchain-based tokenized commodities have seen appreciation in value alongside the precious metals rally. This milestone signifies the increasing integration of traditional assets into the crypto space, offering investors exposure to commodities through digital tokens. The trend highlights the potential for tokenization to bridge the gap between traditional and digital finance, expanding investment opportunities in the crypto sector.

$ONT
$ZEN
$AT

Bitmine begins staking ETH, deposits $219M into Ethereum PoS contract.

Bitmine, an Ethereum treasury firm, has initiated staking Ether by depositing around $219 million into Ethereum's proof-of-stake system. This move signifies Bitmine's entry into the staking arena, potentially impacting the Ethereum ecosystem. Staking involves participating in network validation and earning rewards in return. Bitmine's significant deposit underscores growing interest in staking as a means of generating passive income in the crypto space. The move could also influence market dynamics and further validate Ethereum's transition to a proof-of-stake consensus mechanism. This development highlights the increasing adoption and importance of staking in the crypto industry.

$ETH

Will we really see a cryptocurrency boom?

The "Others" chart will give us a possible answer! First, let's clarify that "Others" refers to the market cap of all cryptocurrencies except the top 10.

Unfortunately, the chart on the monthly timeframe is currently very negative!

We observe lower highs than the December 2024 and September 2025 peaks, which means we can expect to see lower lows! This implies a further decline!

Of course, this is a monthly chart, so it will take a long time to confirm this.

If I see any positive signs, I will update, but currently, it's negative until proven otherwise!

$TRU
$AT
$AVNT

🚨 Significant Expansion of Crypto ETFs in 2026 🚨

📈 More than 100 new ETF applications are expected in 2026, reflecting accelerating institutional interest in crypto 💼🔥

💰 Bloomberg analyst Eric Balchunas predicts potential inflows of between $15 billion and $40 billion.

$BTC
$ETH
$SOL

🔴 Significant Drop in XRP Open Interest.

📉 Open interest on the XRP Ledger on Binance has dropped to $453 million
—its lowest level since the beginning of 2024.

🔙 For comparison:
During the strong bullish surges at the beginning of 2025, the OI exceeded $1 billion.

📌 What Does This Mean?

This drop indicates:

• A significant exodus of speculative activity

• Reduced leverage

• A shift to a more cautious and wait-and-see approach in the market

$XRP

It looks like the S&P 500 is going to close the year at a high. Up ~18% in 2025 so far.

Impressive performance considering it was down -18% at some point.

Also following 2023 & 2024 which were up 24% and 23% respectively.

$DCR
$BANK
$AT

🚨 Strong liquidity on the Solana network

🟢 Circle minted 500 million USDC on the Solana network today.

📊 During 2025:

• 55 billion USDC minted on Solana

• Largest single-day issuance reached 1 billion USDC on September 25th.

$SOL

BREAKING: US M2 money supply rises another +4.3% YoY in November 2025, to a record $22.3 trillion.

This marks the 21st consecutive monthly increase.

Money supply is now $400 billion above the March 2022 peak.

Since 2000, money in circulation has grown at an average rate of +6.3% per annum.

Meanwhile, inflation-adjusted M2 rose +1.5% YoY in November, marking its 15th-straight monthly increase.

The US Dollar's purchasing power is deteriorating.

$BTC
$USDC
$AT

🔥 Official confirmation from Hyper Foundation!

Hyper Foundation has announced that the $HYPE tokens held at the Support Fund System address

0xFEFEFEFEFEFEFEFEFEFEFEFEFEFEFEFEFEFEFEFEFE

have been officially declared burnt 🧨

✔️ Permanent supply reduction

✔️ A positive step towards network governance

Burning is now a reality 👀🔥

$HYPE

Trust Wallet users lose $7 million to hacked Chrome extension.

Trust Wallet users lost $7 million to a hacked Chrome extension. Binance, the utility's owner, plans to reimburse the losses. Changpeng Zhao, Binance's co-founder, confirmed the reimbursement. This incident highlights the importance of securing crypto assets. It underscores the risks associated with using third-party extensions. Users are urged to exercise caution and use trusted platforms for crypto transactions. The hack serves as a reminder for the crypto community to prioritize security measures.

$BNB
$ETH
$SOL

Altcoins are experiencing a historic "capitulation" phase; approximately 97% of the coins listed on Binance are currently trading below their 200-day moving average (200-day MA).

💡 This indicator reflects the market reaching extreme oversold levels, levels not seen since the COVID crisis. Statistically, when the vast majority of coins break this average, we are in a "deep bottom" phase that typically precedes strong rebounds.

📉 Historically, these capitulation zones represent significant accumulation opportunities before the next price explosion. Despite the prevailing sense of despair, this situation technically represents the beginning of a new bullish cycle once momentum is regained.

❓ Do you think altcoins have truly reached the point of "final capitulation," or is there still a final drop before we witness a historic rebound?

2017 and 2021 both delivered massive altcoin rallies after long accumulation phases.
This cycle looks very different.

Price structure is breaking down, momentum is fading, and so far there’s no real altcoin season confirmation.

If history repeats, great.
But if it doesn’t, forcing expectations can be costly.
2026 might not look like previous cycles.

What’s your take — repeat of history or a completely different cycle this time?

$SOL
$AT
$DCR