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The Daily Drip
Monday, November 17, 2025
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The Daily Drip
🌍 Macro Market Pulse
Bitcoin and Ethereum continue to bleed, both hitting multi-month lows as thin order books and risk-off macro flows leave buyers scarce. With the Fear & Greed Index at 17, traders are spooked—but major whales are quietly scooping up supply, betting on a snapback. Analysts see $92,500 as a possible line for the next rebound; Cboe’s December launch of “continuous futures” may offer U.S. institutions rollover-free spot tracking, a potential game-changer for price discovery.
BTC/ETH liquidity crunch | Whale buying signals | Cboe launches regulated perpetuals
Signal: Capitulation? Maybe—but strategic players are prepping for a U.S.-regulated, institutional “Clarity Era.”
📊 Sentiment Dashboard
🔢 Market Performance
| Coin | Dec 31 | Now | 24h % | 7d % | YTD % | Cap |
|---|---|---|---|---|---|---|
| BTC | $93,429.30 | $92,680.22 | -2.58% | -12.38% | -0.80% | $1.85T |
| ETH | $3,332.53 | $3,049.22 | -2.24% | -13.85% | -8.50% | $368.03B |
| XRP | $2.08 | $2.16 | -2.82% | -14.98% | 3.69% | $129.79B |
| USDT | $1.00 | $1.00 | -0.04% | -0.08% | -0.08% | $183.90B |
| BNB | $700.99 | $910.23 | -1.95% | -7.58% | 29.85% | $125.37B |
| SOL | $189.26 | $131.89 | -4.56% | -20.94% | -30.31% | $73.11B |
| DOGE | $0.32 | $0.16 | -1.26% | -13.23% | -50.73% | $23.61B |
| ADA | $0.84 | $0.47 | -3.81% | -19.70% | -44.08% | $16.85B |
| TRX | $0.25 | $0.29 | 0.54% | -0.41% | 17.36% | $27.78B |
| HYPE | $35.69 | $37.67 | -1.81% | -9.21% | 5.55% | $12.68B |
- BTC, ETH, and SOL notched fresh multi-month lows, with thin liquidity magnifying every move. TRX held steady as on-chain transfer volumes climbed in the Asia-Pacific corridor.
- Most altcoins extended losses, but “institutional darlings” BNB and TRX remain YTD leaders—their rails are seeing premium adoption.
💰 Funding & Institutional Moves
Harvard’s endowment tripled its position in Bitcoin ETFs this quarter, joining a short list of big U.S. institutions “buying red.” Meanwhile, Tether’s $1.15B investment into German robotics giant Neura is seen as a bid to weave stablecoin rails directly into the industrial supply chain—analysts call it a unique “infra coin” play that points toward mainstream stablecoin adoption in 2026.
Harvard & Tether funding surge
Signal: In the eye of the storm, tradfi whales and stablecoin titans keep building end-to-end rails.
🛠️ Tech, Protocol & Ecosystem
Ethereum’s own “supercycle” is drawing buzz: Fundstrat’s Tom Lee says ETH’s resilience will set up a historic L2/altcoin rotation into 2026. SEC-registered Cboe’s perpetuals for BTC/ETH launch next month, aiming to bring regulated leverage and lower risk for long-only institutions and advanced traders.
ETH “supercycle?” | Cboe BTC/ETH perpetuals
Builder focus: Next-gen futures, upgraded L2 rails, and real-world infra connect tokens to main street.
⚖️ Regulation & Policy Watch
The U.S. SEC, Japan’s FSA, and Brazil’s central bank all fast-tracked major regulation reviews this weekend: the SEC’s coming “crypto taxonomy” aims to clarify when tokens are truly securities, while Japan plans to reclassify digital assets to align with stock trading laws. Brazil’s new AML/CTF compliance will require exchanges and brokers to register plus enhance stablecoin transparency across domestic banks.
Policy moves: US, Japan, Brazil
Signal: A flurry of policy workshops worldwide means more clarity—and possibly more volume—once rules are set.
🎟️ Events, Community & Builders
- Cboe will hold a live “Continuous Futures” workshop Dec 17 and Jan 13—institutions and advanced retail can prep to understand “rolling risk.”Details/workshop info
- Banks, builders, and G20 advisors converge (remotely) for a November “Global Token Symposium”—G20’s 2026 DeFi/Stablecoin harmonization push enters final draft review.Token Symposium buzz
- Ripple devs get meetup for cross-ledger payments, bridging RLUSD and public blockchains for open finance pilots—Europe and MEA lead demo activity.
Builder signal: Energy is high for L2, regulatory, and cross-asset workshops—next global cycle starts behind the scenes.
⚡ Risk & Tactical Lens
Capitulation or accumulation? Pro traders are testing downside, but disciplined “policy” and “infrastructure” bets are quietly building for the next wave.
Pro tip: Sharp pivots, layer buys below, but keep powder dry for post-policy clarity moves.
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.