- H2cryptO Daily Drip Newsletter
- Posts
- The Daily Drip
The Daily Drip
Wednesday, November 19, 2025
In partnership with
Best Price. Every Trade.
Built for active crypto traders. CoW Swap always searches across every major DEX and delivers the best execution price on every swap you make. Smarter routes. Better trades. No wasted value. Find your best price today. So why trade on any one DEX when you can use them all?
The Daily Drip
🌍 Macro Market Pulse
Bitcoin crashed below $90,000 for the first time since spring, locking in its worst 6-week run since 2017. Bearish headlines and ETF outflows persisted, but midweek began with an unexpected rally in select altcoins (STRK, CRO, AAVE) and talk of a return of “smart money” inflows. As the Fear & Greed Index languishes at 16, investors debate whether this is true capitulation or if the relief rally is another bull trap.
Altcoins defy the tape | Record ETF outflows
Signal: Extreme pessimism + selective inflows = a true trader’s market. Dramatic moves expected as volatility and policy intersect.
📊 Sentiment Dashboard
-8.53% (YTD)
🔢 Market Performance
| Coin | Dec 31 | Now | 24h % | 7d % | YTD % | Cap |
|---|---|---|---|---|---|---|
| BTC | $93,429.30 | $89,058.12 | -4.53% | -12.28% | -4.68% | $1.78T |
| ETH | $3,332.53 | $2,890.32 | -8.47% | -15.57% | -13.27% | $348.85B |
| XRP | $2.08 | $2.04 | -8.37% | -12.80% | -1.79% | $122.94B |
| USDT | $1.00 | $1.00 | -0.04% | -0.09% | -0.08% | $183.70B |
| BNB | $700.99 | $875.46 | -6.37% | -7.94% | 24.89% | $120.58B |
| SOL | $189.26 | $131.20 | -7.21% | -14.21% | -30.68% | $72.74B |
| DOGE | $0.32 | $0.15 | -8.39% | -12.42% | -53.23% | $22.42B |
| ADA | $0.84 | $0.44 | -8.03% | -19.49% | -47.56% | $15.80B |
| TRX | $0.25 | $0.28 | -2.97% | -4.16% | 13.53% | $26.87B |
| HYPE | $35.69 | $37.56 | -2.39% | -2.35% | 5.24% | $12.65B |
- Volumes surged on the lows. BTC, ETH, DOGE, and ADA all slide double-digits, but altcoin “green shoots” signal trader bottom-fishing has begun.
- TRX, HYPE, and select L2 protocols still lead on YTD—all eyes on ETH/BTC ratio for signs of the next move.
💰 Funding & Institutional Moves
BlackRock’s IBIT ETF saw a record $523M in outflows, stoking fears of further institutional selling, yet altcoin funds set new inflow records as “risk-on” money hunts utility. Anchorage Digital and Mezo announced a partnership aiming to create a new anchor for BTC-backed lending, vaulting Bitcoin’s role in decentralized finance and opening institutional loan markets to digital assets.
BlackRock ETF exodus | Anchorage & Mezo launch BTC lending
Signal: As traditional ETF flows bounce, institutional DeFi rails accelerate—watch for more partnerships and “tokenized credit” launches in Q1.
🛠️ Tech, Protocol & Ecosystem
Major L2 protocols posted notable rebounds—Starknet locked over 650 BTC into BTCfi and pushed STRK to a 28% single-day gain, while technical upgrades for AAVE and CRO drove renewed developer attention to DeFi. Experts say this correction is “separating protocols with staying power from narratives with no code.”
Starknet DeFi surge
Builder focus: Protocol upgrades, true cross-chain assets, and new dev incentives define the week’s altcoin bounce.
⚖️ Regulation & Policy Watch
The US SEC unveiled its “Project Crypto” framework, promising clearer token categories and a push to shift from “regulation by enforcement” to proactive rules. The Senate will grill Trump’s CFTC pick in what’s expected to be a heated debate over crypto oversight, while global Basel banking regulators float new rules reducing capital burdens for digital asset custodians.
SEC roadmap update | CFTC confirmation hearing | Basel digital asset capital rules
Signal: Regulatory “season” is here: stablecoin, token, and banking policy developments will define next quarter.
🎟️ Events, Community & Builders
- Starknet hosts a deep-dive call for BTCfi, with 20% of STRK’s supply locked for yield and cross-chain activity—devs see this as the “DeFi spring” for L2s.
- Kraken confidentially files for a U.S. IPO, turning the spotlight on exchange infrastructure as volumes hit year lows.Kraken IPO moves
- This week: ETHParis and developer-themed hackathons redraw the roadmap for ZK/rollup innovation and on-chain compute.
Builder signal: L2s, alt yield, and new on-chain rails are seeing fresh code and real traction—bottom-watchers take note.
⚡ Risk & Tactical Lens
This could be the eye of the storm—or the false dawn. Fast traders are circling, but only protocols with strong code, partners, and narratives will lead the rebound.
Pro tip: Watch ETH/BTC ratio, ETF flows, and dev activity for the pivot—don’t chase, position for real structural signals.
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.