The Daily Drip

Tuesday, November 4, 2025

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The Daily Drip — Tuesday, November 4, 2025

The Daily Drip

Tuesday, November 4, 2025
💰 Market Cap: $3.37T🔥 BTC Dominance: 59.9%ETH: 12.1%
Deep red across crypto: ETF redemptions, global macro uncertainty, and tech innovators push the cycle forward—fresh headlines below.

🌍 Macro Market Pulse

Record ETF outflows hit the crypto sector as global investors trim risk assets. Meanwhile, Brazil opened a digital asset sandbox for major payments firms and Singapore announced new digital bond frameworks.
ETF outflow roundupBrazil digital asset sandboxSingapore digital bonds

Signal: Caution rules the market, but new digital rails continue to expand at a global scale.

📊 Sentiment Dashboard

Fear & Greed
27
Fear
Altcoin Index
26
Low Rotation
ETF Flows
-$322.2M
BTC -$186.5M / ETH -$135.7M
S&P Crypto Index
-4.97% (Day)
+3.27% (YTD)
Major correction
Sentiment: Fear deepens as traders brace for macro surprises and new sector rotations.

🔢 Market Performance

CoinDec 31Now24h %7d %YTD %Cap
BTC$93,429.30$101,128.94-5.85%-12.38%8.24%$2.02T
ETH$3,332.53$3,373.36-7.93%-18.51%1.23%$407.16B
XRP$2.08$2.24-6.03%-15.91%7.52%$134.42B
USDT$1.00$1.00-0.05%-0.04%-0.05%$183.34B
BNB$700.99$927.99-7.91%-19.07%32.38%$127.82B
SOL$189.26$156.61-8.01%-21.96%-17.25%$86.54B
DOGE$0.32$0.16-6.60%-21.05%-49.43%$24.21B
ADA$0.84$0.52-7.16%-21.62%-37.50%$18.83B
TRX$0.25$0.28-1.71%-6.12%12.50%$26.62B
HYPE$35.69$38.04-7.28%-21.06%6.59%$12.81B
  • Heavy selling volume as traders rotate defensively and real asset themes gain traction.
  • BNB shines in YTD performance, while Layer 1s and meme coins bear the brunt of selling.

💰 Funding & Institutional Moves

Deutsche Bank announced a pilot for institutional crypto custody in Europe. Meanwhile, fintechs in Canada raised fresh capital for cross-border token settlement.
Deutsche Bank custody pilotCanadian cross-border tokens

Signal: Cross-border tech is seeing fresh investment while legacy banks dip their toes into institutional custody.

🛠️ Tech, Protocol & Ecosystem

Fantom announced a new pay-per-use bridge with zero setup fees, and Polkadot revealed updates to its governance dashboard.
Fantom bridge launchPolkadot governance update

Builder focus: Modular payments and governance upgrades lead sector momentum this week.

⚖️ Regulation & Policy Watch

France unveiled guidelines for crypto auditing, while India’s parliament debated a digital asset reporting bill.
French audit guidelinesIndia reporting bill

Signal: Global regulators push for transparency & accountability as digital assets scale.

🎟️ Events, Community & Builders

  • Hong Kong Blockchain Festival opens with talks on zero-knowledge tech and instant payments.Festival agenda
  • London hosts a DAO Bootcamp this week, featuring open-source leaders.DAO Bootcamp
  • Highlight: Web3 Mentorship Network launches to connect builders worldwide.Mentorship launch

Builder signal: Festivals and learning opportunities expand as new talent enters the ecosystem.

⚡ Risk & Tactical Lens

Volatility spikes—price swings and outflows make risk control paramount. Favor projects with robust audit or settlement features.

Pro tip: Defensive rotation and risk controls are key until market signals stabilize.

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.