• 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.

• Bitcoin saw a sharp rally and climbed above $88,000. The number of wallets holding over 10,000 BTC has approached 90 — the highest level in the last 5 months. Meanwhile, the Fear & Greed Index is still below the levels seen during the FTX collapse and COVID, fluctuating between 10 and 12.

• The Monad ecosystem went live on mainnet and launched its long-awaited token. $MON initially hit a 60B$ FDV and spiked to around $0.60 before experiencing a steep drop, falling below its Coinbase ICO price. It’s now hovering around $0.03, while sentiment in the ecosystem remains bullish.

• Some digital asset treasury stocks — which can be considered an index for the crypto market — rallied alongside the crypto recovery. Strategy rose 5%, Sharplink 6%, and Bitmine surged 20%.

• The Hyperliquid ecosystem is facing FUD due to the unlock and the upcoming Season 3 launch on December 2. Despite a 20% drop in the $HYPE token, demand came in quickly. Pantera bought $6.9M spot and placed $3.75M in limit orders, new wallets added $3.9M, and the protocol continues its daily $5M buybacks.

• MSCI’s potential removal of crypto assets from its index could trigger $2.8–11B in sell pressure. As the market braces for this risk, Michael Saylor argues that just 1.25% annual BTC growth is enough for long-term sustainability. A strong reflexivity effect is forming between investor expectations and price action.

• $ZEC saw a 200% surge in transaction volume, hitting an all-time high. The Winklevoss brothers' $100M “treasury donation” triggered activity among other BTC OGs as well.

• Prediction markets remain among the most popular protocols of this period. Galaxy, Kalshi, and Polymarket are negotiating to become liquidity providers.

• On November 24, BTC spot ETFs saw $150M in outflows. Meanwhile, altcoin ecosystem ETFs experienced inflows: ETH $96M, SOL $57M, and XRP $167M.

• Falcon Finance reached $1.52B in monthly volume, while xStocks hit $788M. Bitwise’s Dogecoin spot ETF, $BWOW, is coming soon. Market activity and sentiment are starting to brighten up.

However, it’s still wise to stay cautious, as major risks and FUD remain. Thanks for reading. Follow to stay updated for more

• After $1.1B in liquidations, we’re entering a busy week for token launches. $MON arrives today, and all eyes are on how Coinbase’s first-ever presale will perform.

• As privacy and decentralization gain momentum, Vitalik introduces a new privacy framework called Kohaku, while the Winklevoss twins inject $100M into the Zcash treasury.

• Aztec is rolling out its Stage 2 private zk-rollup. The public sale goes live on December 2, with early zkmoney users on the whitelist. With both technical progress and a rising privacy narrative, this launch is shaping up to be a strong fundamental catalyst.

• Token launches keep coming despite weak market conditions. REYA is launching a 2% presale at a $150M FDV. The protocol currently sees $1.12B in daily volume, with 80% of revenues directed to buybacks.

• Devconnect Argentina has wrapped up and hackathon winners have been announced. Devconnect 2026 will take place in Mumbai, India. In two weeks, the Bitcoin MENA conference arrives, featuring speakers like Michael Saylor, CZ Binance, and Galaxy CEO Michael Novogratz.

• Bitcoin’s RSI is hitting its lowest levels since 2008. The Fear & Greed Index has been stuck at 10 for weeks. Stablecoin ecosystems are heating up as investors rotate into high-yield DeFi cash opportunities.

• JPMorgan’s latest note warns that MicroStrategy’s aggressive BTC-backed debt strategy is reaching its “risk ceiling.” But instead of slowing down, Saylor is doubling downaccumulating more BTC into weakness. This tension between TradFi caution and maximalist conviction is becoming one of the market’s most important narratives.

RUMORS! (might not be true)

JP Morgan has "The BIG Short" against our savior Microstrategy and Michael Saylor. The Shorts are soo big that they can bankrupt fking JP MORGAN if Bitcoin goes up %50 by Friday. Yeah sure...

The market continues its recession. Don’t forget to protect the health of your investments and stay updated with the latest news. Thanks for reading stay tuned for more...