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The Daily Drip
Wednesday, November 26, 2025
Crash Expert: “This Looks Like 1929” → 70,000 Hedging Here
Mark Spitznagel, who made $1B in a single day during the 2015 flash crash, warns markets are mimicking 1929. Yeah, just another oracle spouting gloom and doom, right?
Vanguard and Goldman Sachs forecast just 5% and 3% annual S&P returns respectively for the next decade (2024-2034).
Bonds? Not much better.
Enough warning signals—what’s something investors can actually do to diversify this week?
Almost no one knows this, but postwar and contemporary art appreciated 11.2% annually with near-zero correlation to equities from 1995–2024, according to Masterworks Data.
And sure… billionaires like Bezos and Gates can make headlines at auction, but what about the rest of us?
Masterworks makes it possible to invest in legendary artworks by Banksy, Basquiat, Picasso, and more – without spending millions.
23 exits. Net annualized returns like 17.6%, 17.8%, and 21.5%. $1.2 billion invested.
Shares in new offerings can sell quickly but…
*Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd.
The Daily Drip
📰 Crypto Market Summary
- Bitcoin steadies after deep correction: After tumbling 20% in November, BTC finds short-term support near $88,000 as selling pressure fades. Technicals are mixed—stability depends on the Fed’s next rate move (detail).
- Ethereum and Solana gain relative strength: ETH ticks higher, boosted by anticipation for the Fusaka upgrade and sector rotation. Solana rallies on strong DeFi, cross-chain momentum (detail).
- XRP consolidates despite ETF launch buzz: Price hovers after headline ETF launches. On-chain volumes lag, but technicals hint at a reversal as RLUSD pilots expand (detail).
- Gold rallies above $4,150/oz: Near-record highs fueled by bets of a December Fed rate cut and weak economic data (detail).
- Spot Zcash ETF filed by Grayscale: Zcash posts a 1,000% YTD run. Institutional appetite for privacy coins surges as Grayscale seeks U.S. ETF approval (detail).
📊 Sentiment Dashboard
🔢 Market Performance
| Coin | Dec 31 | Now | 24h % | 7d % | YTD % | Cap |
|---|---|---|---|---|---|---|
| BTC | $93,429.30 | $89,896.68 | 2.68% | 0.43% | -3.78% | $1.79T |
| ETH | $3,332.53 | $3,032.71 | 3.31% | 4.18% | -9.00% | $366.03B |
| XRP | $2.08 | $2.24 | 2.12% | 8.78% | 7.63% | $134.90B |
| USDT | $1.00 | $1.00 | 0.05% | 0.06% | 0.01% | $184.55B |
| BNB | $700.99 | $890.72 | 3.81% | 0.94% | 27.07% | $122.69B |
| SOL | $189.26 | $141.00 | 2.97% | 6.84% | -25.50% | $78.86B |
| DOGE | $0.32 | $0.16 | 3.18% | 4.55% | -50.61% | $23.69B |
| ADA | $0.84 | $0.43 | 3.16% | -3.25% | -48.67% | $15.48B |
| TRX | $0.25 | $0.28 | 0.87% | -2.96% | 10.34% | $26.12B |
| HYPE | $35.69 | $35.34 | 8.83% | -6.13% | -0.98% | $11.90B |
- ETH and SOL outperform BTC; rotation continues as DeFi chatter heats up.
- BNB and XRP hold strong, each closing positive YTD and week.
- HYPE notches the top daily move, while ADA and DOGE drift below December marks.
💰 Funding & Institutional Moves
Zcash ETF filing electrifies privacy sector. Grayscale's spot ETF application follows a massive rally in ZEC, bringing new institutional flows to privacy coins. Bitcoin treasuries quietly stock up BTC on the dip, with allocations increasing despite volatility (Grayscale ZEC ETF story | Fund flows live insights).
Signal: Institutional interest is shifting, with risk-on appetite for privacy, layer-1s and new ETF channels expanding.
🛠️ Tech, Protocol & Ecosystem
DeFi springs to life as Solana and Ethereum networks see new upgrades and dev milestones. Cross-chain volume is rising and Zcash pushes new privacy features. Fusaka upgrade brings fresh hope for Ethereum fees as dev teams look ahead to Q1 performance. (Weekly rollup)
Builder signal: The narrative continues shifting to tech adoption—expect new rails, liquidity bridges and institutional DeFi growth into year-end.
⚖️ Regulation & Policy Watch
The SEC signals a new, more flexible oversight approach while the FCA in the UK rolls out a stablecoin sandbox. U.S. lawmakers debate tax code amendments that could allow Americans to pay federal taxes in Bitcoin, setting up a strategic national reserve. (SEC plan basics | BTC tax bill)
Signal: UK, U.S. and EU are all entering regulatory sprint mode on tokens and stablecoins; legal clarity and cross-border innovation are in focus.
🎟️ Events, Community & Builders
- Grayscale, Zcash, and privacy leaders host a virtual roundtable on digital rights and transparency today.
- Solana DeFi hackathon continues with new protocol debuts and liquidity incentives—tracks open through Friday.
- Eurozone “climate stablecoin” working group holds first summit on Friday, focusing on Web3 and sustainable finance.
Builder signal: Privacy, cross-chain DeFi, and policy sprints are shaping momentum and community energy this week.
⚡ Risk & Tactical Lens
Technicals improve for BTC, but fresh volatility is expected on key Fed, macro, and ETF headline risk. Top coins may outperform, but rotation is intensifying—stay nimble.
Pro tip: Track ETF flows, regulatory updates, and cross-chain trends, not just headline price.
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.