• Over $800M flowed out of BTC Spot ETFs in a single day, while demand for altcoin market ETFs continues.

• Monad mainnet launched after raising $431M, but the token is trading below its ICO price. Technical issues on launchpads like nad.fun and Alloca show that while hype is easy, real infrastructure is much harder to deliver.

• The U.S. state of Texas became the first state to accumulate a Bitcoin spot ETF, purchasing $10M worth of BlackRock’s spot BTC ETF. The announcement came from the Texas Blockchain Council.

• Walmart is now testing ads inside its AI shopping agent, Sparky hinting at the next phase of monetized chat experiences. Users were shown a “Sponsored Prompt,” and one click triggered Sparky’s answer followed by a direct click to buy ad, signaling how shopping might quietly shift into AI-driven funnels. Is it good or bad, I don't know...

• Same with Binance they're also launching an AI agent to trade, search news and make yourself feel better. It's called "BiBi" I just started doing this and AI is already taking my job.

• Memecoins are back in the spotlight, especially on Solana. FARTCOIN rebounded 55%, WOJAK hit all-time highs, and USELESS came back to life. This reflects Prospect Theory’s classic “risk-seeking in losses,” as investors hold tighter when underwater.

• Polymarket received official approval from the CFTC for an amended designation, allowing the platform to open access to U.S. markets through intermediaries.

• The Singapore Exchange’s BTC and ETH perpetual contracts saw 2,000 contracts and $35M notional volume on day one.

• Deutsche Bank expects the Federal Reserve to cut rates by 25 bps in December. Polymarket users agree, assigning an 85% probability to a rate cut.

There are several bullish signals for the market, but caution is still advised. You never know their next move... Thanks for reading stay tuned for more updates.