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The Daily Drip
Tuesday, November 18, 2025
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The Daily Drip
🌍 Macro Market Pulse
After a new wave of ETF outflows and a -3.18% hit to the S&P Crypto Index, the crypto market erased most YTD gains. But Monday closed with a surprise pop—large-cap altcoins posted notable rebounds, and whales (plus hedge funds like Strategy Inc.) quietly added big spot positions on the lows. Global traders say markets look oversold but warn that forced liquidations and “death cross” headlines could still trigger another leg of volatility.
BTC tests new 2025 lows | Big money positioning
Signal: Market may be finding a floor—large, institutional-size buys typically mark inflection points ahead of any news cycle shift.
📊 Sentiment Dashboard
-10.41% (YTD)
🔢 Market Performance
| Coin | Dec 31 | Now | 24h % | 7d % | YTD % | Cap |
|---|---|---|---|---|---|---|
| BTC | $93,429.30 | $93,422.67 | 1.19% | -9.41% | -0.01% | $1.86T |
| ETH | $3,332.53 | $3,163.97 | 4.81% | -8.57% | -5.06% | $381.88B |
| XRP | $2.08 | $2.23 | 4.15% | -7.59% | 7.40% | $134.43B |
| USDT | $1.00 | $1.00 | 0.04% | -0.04% | -0.04% | $183.96B |
| BNB | $700.99 | $935.88 | 3.19% | -3.07% | 33.51% | $128.91B |
| SOL | $189.26 | $141.38 | 8.37% | -10.53% | -25.30% | $78.36B |
| DOGE | $0.32 | $0.16 | 4.56% | -7.49% | -48.92% | $24.48B |
| ADA | $0.84 | $0.48 | 2.65% | -15.22% | -42.93% | $17.20B |
| TRX | $0.25 | $0.29 | 0.03% | -2.16% | 17.13% | $27.72B |
| HYPE | $35.69 | $38.63 | 2.13% | -1.94% | 8.23% | $13.01B |
- SOL, ETH, and DOGE led a countertrend rally, suggesting shorts may be on notice. XRP turned in its best daily gain in two weeks as ETF optimism resurfaced.
- Market breadth improves: even beaten-down altcoins like ADA/HYPE posted positive sessions. Speculators on edge for further snap rallies.
💰 Funding & Institutional Moves
MicroStrategy (MSTR) captured headlines by buying 8,178 more BTC on weakness, solidifying its multi-billion dollar treasury position. Hedge funds are also adding spot exposure, while institutional outflows show signs of slowing—hinting at a near-term “risk reload” as market structure stabilizes. Meanwhile, asset managers say the sell-off shakeout will prod more regulatory product launches in Q1.
Big buys into dip | MSTR buys another dip
Signal: As shorts cover and institutions pick spots, attention pivots to first-mover funds prepping spot product debuts.
🛠️ Tech, Protocol & Ecosystem
On-chain traffic soared as Polygon announced a $690M payment milestone through its Revolut partnership, underlining L2’s scaling impact. Chainlink (LINK) spiked +4% appending the rebound, amid talk of “always-on” oracles as DeFi’s new standard. Meme coins remained lively, but technicals suggest only real projects will keep rising post-narrative.
Polygon, Revolut payments milestone | Chainlink rebound
Builder focus: Resilient rails and fast-moving protocols are this correction’s winners.
⚖️ Regulation & Policy Watch
The U.S. Office of the Comptroller of Currency (OCC) issued fresh guidance: national banks can now directly hold crypto for “network fee” purposes—seen as a watershed step by fintech advocates. Meanwhile, Sen. Elizabeth Warren pressed for new AML/market structure legislation, urging “serious gaps” be closed by year-end, while U.K. and Swiss authorities weigh proposals to harmonize custody and stablecoin safeguards for 2026.
OCC crypto guidance | Warren market structure update
Signal: Banking rails, compliance—and the quest for mainstream crypto clarity—finally gain real momentum.
🎟️ Events, Community & Builders
- Polygon and Revolut host a “Global Money Rocks” webinar on December 1, showcasing how major fintechs scale on-chain payments to millions of users.Webinar details
- Crypto policy roundtables heat up from Washington to Zurich as industry leaders join lawmakers and central banks in designing the next “crypto passporting” system for 2026 rollouts.
- Recent rally sees builder communities re-energize dev grants and network upgrades—watch top L2 launchpads and DeFi teams for fast innovation.
Builder signal: Real-world rails, new custody, and builder energy re-emerge as market volatility fades.
⚡ Risk & Tactical Lens
Bottom-fishing volume: late shorts may get squeezed, institutions work the bid, and risk works when you press it fast—in both directions.
Pro tip: Accumulate on structure, trim on spikes, and don’t sleep on global policy breakthroughs.
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.