The Daily Drip

Saturday, November 1, 2025

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The Daily Drip — Saturday, November 1, 2025

The Daily Drip

S&P Crypto Index: +3.71% (Day) / +8.66% (YTD) | Total Cap: $3.71T | BTC Dominance: 59.3%
Saturday, November 1, 2025
🟢 November bounce: BTC, ETH, HYPE up, ETF outflows slow, upgrades & builder energy return

🌍 Macro Market Pulse

After a brutal “Red Uptober,” crypto kicks off November with a bounce: Bitcoin climbs above $110K as ETF redemptions slow and bullish macro forecasts re-emerge. Analysts point to major liquidity injections and institutional short covering as key drivers. Red Uptober recapNovember macro setup

Signal: Early signals favor further upside as ETF stress fades—watch for headline-driven choppiness.

📊 Sentiment Dashboard

Fear & Greed
33
Greed
Altcoin Index
34
Rotation
ETF Flows
-$289.8M
BTC -$191.6M / ETH -$98.2M
S&P Crypto Index
+3.71% (Day) / +8.66% (YTD)
Up
Sentiment: Greed is back as ETF stress fades, HYPE and DOGE lead bounce, and new tech narratives claim the spotlight.

🔢 Market Performance

CoinNow24h %7d %YTD %Cap
BTC$110,346.110.78%-1.23%18.11%$2.20T
ETH$3,880.150.58%-2.17%16.43%$468.33B
XRP$2.50-0.60%-4.51%20.19%$150.26B
USDT$1.000.16%0.08%0.10%$183.63B
BNB$1,094.511.42%-1.82%56.14%$150.75B
SOL$185.48-0.16%-4.42%-2.00%$102.48B
DOGE$0.191.23%-5.46%-40.73%$28.37B
ADA$0.611.25%-7.14%-27.24%$21.92B
TRX$0.301.00%-0.11%19.05%$28.18B
HYPE$44.132.47%2.99%23.65%$14.86B
  • Slow ETF redemption stabilizes majors, HYPE and DOGE rebound, BNB outperforms on DEX volume.
  • Narrative shift: Quantum prepping, L1 upgrades, and payment rails draw new retail + fund flows.

💰 Funding & Institutional Moves

M&A and Web3 deal pace picks up post-holiday: MoonPay’s $175M acquisition of Solana-backed Helio and Chainalysis’s $150M buy of startup Alterya mark a surge in cross-chain payments and fraud detection. VC’s stay active on protocol rails. Web3 acquisition trend

Signal: Web3 startup exits boom as buyers seek tech leverage and regulatory clarity attracts new capital.

🛠️ Tech, Protocol & Ecosystem

Ethereum’s Fusaka upgrade is locked for Dec. 3, Cardano launches feature boost for L1 assets, and ORE cracks Solana’s smart money leaderboard, marking a shift toward utility-driven value. Fusaka upgrade dateCardano upgradeORE Solana leaderboard

Builder focus: L1 and DeFi scaling, protocol upgrades, and capital-efficient assets win the day.

⚖️ Regulation & Policy Watch

The ongoing U.S. government shutdown, G20 calls for stricter cross-border crypto rules, and new opt-in frameworks for payment rails headline the day’s policy moves. Government shutdown impactG20 regulation gaps

Signal: Regulatory “chop” still rules, but cross-border reforms and stablecoin frameworks are moving forward.

🎟️ Events, Community & Builders

  • November’s summit blitz starts: major mining, blockchain, and DeFi expos run worldwide.November conference list
  • ORE, BullZilla, and utility tokens dominate trading and builder boards.ORE leaderboard
  • Builder tip: Community is shifting to builders outside the majors; new protocols and DAO playbooks are top of mind for Q4.

Builder focus: Globally, Q4 innovation focus is on modular upgrades, smart liquidity, and all-chain connectivity.

⚡ Risk & Tactical Lens

Momentum shift: trade dips with caution, scale into breakouts, avoid leverage until regulatory fog clears.

Pro tip: November’s edge: utility tokens, event catalysts, and rotating between stablecoins and outperformers.

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.