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The Daily Drip
Monday, November 24, 2025
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The Daily Drip
🌍 Macro Market Pulse
Crypto kicked off the week with a broad rally: Bitcoin surged above $88K after Amazon unveiled a $50B AI/infra investment that electrified risk assets and powered digital assets higher. Miners with AI exposure posted double-digit gains. ETH soared 5%, SOL rallied, and NASDAQ rallied 2% as “risk-on” returned.
Miners & BTC surge on Amazon AI boom | Crypto steadies post selloff
Signal: AI–crypto crossover, “risk-on,” and selective miner moves bold the next rally step.
📊 Sentiment Dashboard
🔢 Market Performance
| Coin | Dec 31 | Now | 24h % | 7d % | YTD % | Cap |
|---|---|---|---|---|---|---|
| BTC | $93,429.30 | $87,982.12 | 1.52% | -5.02% | -5.83% | $1.76T |
| ETH | $3,332.53 | $2,930.70 | 5.00% | -4.01% | -12.06% | $353.72B |
| XRP | $2.08 | $2.19 | 7.17% | 1.39% | 5.41% | $132.11B |
| USDT | $1.00 | $1.00 | -0.01% | 0.04% | -0.03% | $184.34B |
| BNB | $700.99 | $864.20 | 2.37% | -4.90% | 23.28% | $119.03B |
| SOL | $189.26 | $136.59 | 4.10% | 3.48% | -27.83% | $76.37B |
| DOGE | $0.32 | $0.15 | 4.42% | -2.93% | -52.04% | $23.00B |
| ADA | $0.84 | $0.43 | 3.82% | -9.50% | -49.36% | $15.27B |
| TRX | $0.25 | $0.28 | 0.61% | -5.73% | 10.74% | $26.21B |
| HYPE | $35.69 | $31.57 | 3.12% | -15.85% | -11.55% | $10.63B |
- ETH, XRP, SOL, DOGE, ADA jump; XRP now posts a positive YTD, spotlighting rotation. BTC holds below December highs but attracts steady ETF interest.
- Weekend pause now triggers influx, with high-growth protocols and L2s leading TVL metrics for the week.
💰 Funding & Institutional Moves
ETF drama continues: after weekend quiet, last week saw a jaw-dropping $40B in spot Bitcoin ETF trading volume. IBIT from BlackRock drove 70% of the flow, setting new records even as redemptions spiked. Solana once again shone, netting $380M in fund inflows since new ETF launches. Grayscale’s latest spinout: new thematic ETFs and a Dogecoin ETP for the European market.
Record ETF volume, IBIT leads
Signal: ETF flows now set the pace for institutional sentiment — record redeems + record inflows = more volatility & opportunity.
🛠️ Tech, Protocol & Ecosystem
Miner evolution and protocol progress: AI/high-performance computing is now the new growth lever for top miners, while TVL on leading DeFi protocols is back above $95B after a sharp recovery. Hedera’s HBAR gains as Axelar integration opens DeFi liquidity to 60+ blockchains.
AI drives miner rally
Builder focus: DeFi, infra and multi-chain rails drive real usage growth — not just speculation. NFTs and meme coins lag, while AI rails attract new devs.
⚖️ Regulation & Policy Watch
Policy wheels are turning as the SEC preps formal rulemaking for the next phase of “Project Crypto.” Switzerland eyes new licensing for stablecoins and custody, while the Financial Stability Board warns that regulatory “gaps” still threaten global markets. Compliance vendors launch AI-powered monitoring as institutional pressure rises.
SEC’s Project Crypto next phase | FSB global regulatory warning
Signal: Real momentum for clarity but “gaps” remain; global compliance, AI tools, and new licenses in focus this week.
🎟️ Events, Community & Builders
- Biggest miner investor calls of the year — AI dominance, growth, and U.S. expansion on the agenda.
- FSB and SEC roundtables kick off Monday, both focused on compliance frameworks and real asset-backed tokens.
- DeFi TVL hackathons and product launches debut all week — L2s, cross-chain rails, and real-world protocol integrations.
Builder signal: Builders and miners drive the bid — AI, TVL, and global rails light up this week’s agenda even as markets digest the rally.
⚡ Risk & Tactical Lens
Monday pivots: new money, new bid, and new volatility as ETF volume and policy moves dominate. Don’t get trapped by “weekend narrative” — real flows start now.
Pro tip: AI, miner rails, and ETF volume — follow the real firehose, not the headlines.
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.