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The Daily Drip
Thursday, November 13, 2025
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The Daily Drip
🌍 Macro Market Pulse
The crypto market took another sharp leg lower, with the S&P Crypto Broad Index falling -1.19% as ETF flows reversed (-$472M)—the largest daily net outflow in weeks. Bitcoin and ETH led the sell-off amid growing analyst concerns that institutional demand is running into macro headwinds: the Fed’s mixed signals, risk-off moves in equities, and worries over retail washout in altcoins. Still, Bitcoin dominance clung near 59.3%, as some big allocators “HODL” through turbulence.
BTC and miner moves | Market summary
Signal: ETF net outflows are spooking traders, but consistent dominance signals some big money is still waiting for a reversal signal.
📊 Sentiment Dashboard
-0.56% (YTD)
🔢 Market Performance
| Coin | Dec 31 | Now | 24h % | 7d % | YTD % | Cap |
|---|---|---|---|---|---|---|
| BTC | $93,429.30 | $98,371.42 | -3.31% | -3.23% | 5.29% | $1.96T |
| ETH | $3,332.53 | $3,204.99 | -6.92% | -3.66% | -3.83% | $386.83B |
| XRP | $2.08 | $2.35 | -0.12% | 5.21% | 12.82% | $141.05B |
| USDT | $1.00 | $1.00 | -0.03% | -0.01% | -0.03% | $183.99B |
| BNB | $700.99 | $922.32 | -3.29% | -2.66% | 31.57% | $127.04B |
| SOL | $189.26 | $145.51 | -5.33% | -7.18% | -23.12% | $80.62B |
| DOGE | $0.32 | $0.16 | -3.62% | 1.86% | -48.29% | $24.78B |
| ADA | $0.84 | $0.52 | -4.98% | -0.51% | -37.67% | $18.78B |
| TRX | $0.25 | $0.29 | -1.30% | 3.19% | 17.09% | $27.71B |
| HYPE | $35.69 | $36.90 | -4.82% | -4.21% | 3.39% | $12.42B |
- BTC, ETH, and SOL lead the slide, but XRP and TRX buck the trend with relative strength. Multiple crypto miners are now pivoting toward diversified AI/compute strategies to weather the slump.
- Analysts advise watching stablecoin flows, as Tether and USDC maintain peg with minuscule volume drops.
💰 Funding & Institutional Moves
Ripple makes headlines again in 2025 with a $4B strategic commitment to build institutional crypto infrastructure. Backed by alliances with Citadel, Mastercard, and Fortress, Ripple’s RLUSD stablecoin now tops $1B in circulation—real-world adoption showing that “crypto as pipes” is overtaking “crypto as speculation”. Meanwhile, BNY Mellon launches a next-gen stablecoin reserves fund, anchoring liquidity for large institutional clients seeking daily settlement.
Ripple institutional bridge | BNY stablecoin push
Signal: Institutional moves are now about rails, settlements, and infrastructure, not just ETF trade volume.
🛠️ Tech, Protocol & Ecosystem
New protocols dominated headlines as Zora and SUI advanced their stablecoin and governance tech. Meanwhile, U.S. fintech Visa quietly piloted new stablecoin-based payments with partner banks, aiming to cement its leadership as TradFi meets programmable money. In mining, Bitfarms pivots part of its fleet to “GPU-as-a-Service” targeting the AI data infrastructure boom, showing how traditional mining must adapt.
Visa stablecoin pilot & GPU news
Builder focus: The line between DeFi, payments, and machine networks is blurring—watch for convergence plays.
⚖️ Regulation & Policy Watch
Crypto policy watchers have new homework: the Senate Agriculture Committee’s bill for comprehensive digital asset oversight, and a new IRS/Treasury letter green-lighting staking and ETP products for retail. California, Dubai, and Australia are moving fast on exchange/issuer licensing regimes, while the SEC presses forward with ETF rule harmonization that could put U.S. crypto ETFs on par with commodity ETPs by early 2026.
SEC ETF & staking plan | Global policy tracker
Signal: U.S. and global lawmakers are actively converging—expect new, more “TradFi-friendly” onramps to crypto in 2026.
🎟️ Events, Community & Builders
- Downtown Miami hosts “Stablecoin World 2025” summit for payment innovators.Stablecoin World Summit
- Polygon launches a grant round for dapp devs on ZK rollup networks.Polygon ZK grants
- Ethereum devs worldwide gear up for December’s major Devconnect gathering, focused on real-world DeFi tests.Devconnect 2025
Builder signal: Community is building climate-resilient, scalable systems—next phase of DeFi is IRL payments, sustainable networks, and public sector tie-ins.
⚡ Risk & Tactical Lens
With the return of heavy outflows and uptick in macro volatility, swing trader activity is overtaking FOMO. Play defense, but know that institutional rails are quietly being built for the next cycle.
Pro tip: Look beyond daily price—the battle is being fought on regulation, infra, and builder progress. Position for “pipes,” not only coin spikes.
DISCLAIMER
This newsletter is for informational purposes only and is not investment advice, solicitation, or endorsement. H2cryptO does not warrant data accuracy or completeness. Crypto assets are highly volatile; always consult professional advisors, use caution, and comply with local laws before strategic, financial, or investment decisions.