- H2cryptO Daily Drip Newsletter
- Posts
- The Daily Drip
The Daily Drip
Wednesday, November 12, 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
Large ETF inflows returned with $416.9M, but crypto markets slumped as the S&P crypto index tumbled. Bitcoin and Ethereum led losses, and total market cap continues to hover near $3.4T. Traders blame renewed Fed hawkishness and macro uncertainty for the broad sell-off, while spot BTC ETF participation signals cautious faith in longer-term upside.
More on today's volatility
Signal: Volumes rise as investors rotate defensively; ETF inflows show big money views dips as opportunity.
📊 Sentiment Dashboard
+0.64% (YTD)
🔢 Market Performance
| Coin | Dec 31 | Now | 24h % | 7d % | YTD % | Cap |
|---|---|---|---|---|---|---|
| BTC | $93,429.30 | $101,657.71 | -1.51% | -2.07% | 8.81% | $2.03T |
| ETH | $3,332.53 | $3,443.12 | -0.65% | 0.30% | 3.32% | $415.57B |
| XRP | $2.08 | $2.35 | -3.36% | 3.02% | 13.03% | $141.31B |
| USDT | $1.00 | $1.00 | -0.01% | -0.01% | -0.02% | $183.47B |
| BNB | $700.99 | $950.56 | -1.72% | -0.96% | 35.60% | $130.93B |
| SOL | $189.26 | $153.48 | -3.64% | -5.22% | -18.91% | $85.01B |
| DOGE | $0.32 | $0.17 | -3.44% | 1.51% | -46.31% | $25.72B |
| ADA | $0.84 | $0.55 | -3.65% | 0.59% | -34.58% | $19.71B |
| TRX | $0.25 | $0.30 | -1.25% | 2.90% | 18.68% | $28.09B |
| HYPE | $35.69 | $38.90 | -1.87% | -6.21% | 8.99% | $13.10B |
- BTC and SOL tumble after a brief institutional dip-buying spike dries up. HYPE shows resilience as retail traders continue to speculate on AI narratives and meme utility coins.
- TRX holds up impressively for the week—analysts credit this to rapid adoption of stablecoin rails in Asia.
💰 Funding & Institutional Moves
BlackRock and Fidelity continue to absorb the lion’s share of new BTC ETF inflows, with yesterday’s $524M influx marking a pivot back toward institutional optimism after last week’s risk-off. Meanwhile, crypto startup Seismic raised $10M to help fintechs protect customer data, highlighting how privacy and on-chain compliance are quickly becoming top priorities for both traditional and crypto fintechs.
More on the fund flowsSeismic crypto funding
Signal: Institutional appetite whiplashes back, and privacy innovation heats up outside of the big chains.
🛠️ Tech, Protocol & Ecosystem
Applied Digital advances its AI infrastructure platform, landing another $787M from Macquarie to accelerate buildout of its “AI Factory” project. Tech insiders say this highlights how the intersection of crypto mining, AI, and custom silicon may be Web3’s next holy grail. Elsewhere, SoFi became the first US bank to roll out native crypto trading for clients, a move viewed as a “super cycle” moment by fintech players looking to blend DeFi and TradFi channels.
Applied Digital's AI FactorySoFi crypto launch
Builder focus: AI + blockchain convergences and mainstream banks embracing crypto rails for the next wave of adoption.
⚖️ Regulation & Policy Watch
US lawmakers advance new market structure legislation as the SEC prepares a package to clarify digital asset exemptions. Meanwhile, the Bank of England flagged transparency and liquidity in stablecoin oversight. Industry lobbyists say global frameworks are finally converging—providing clarity for projects exploring security token offerings and yield-bearing assets.
SEC crypto planFed & BoE stablecoin headline
Signal: Regulatory milestones from the US, UK, and global players set the stage for compliant DeFi and institutional onramps.
🎟️ Events, Community & Builders
- ETHGlobal Paris announces spring hackathon series, drawing record interest from open-source engineers across Europe.ETHGlobal Paris
- Women in Crypto Summit London celebrates new research partnerships and mentorships in DeFi leadership.WiWC Summit
- Bitfarms, Bitdeer, and Cipher Mining host “Green Mining Week,” advancing energy-focused blockchain infrastructure.Green Mining Week
Builder signal: Hackathons, DEI in leadership, and green mining show grassroots builder momentum remains. Community energy is high even as price action stumbles.
⚡ Risk & Tactical Lens
Defensive bias returns as macro uncertainty, miner stress, and regulatory churn drive traders to the sidelines. Expect liquidity to stay thin until the US and EU regulatory news clears the air for bulls or bears to commit.
Pro tip: Use range-trading and hedging strategies—this is a market for experts, not FOMO. Watch regulatory and yields news for reversals.
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.