bitcoinist.com

Bitcoin is showing renewed fragility as price struggles to reclaim the $110,000 level, putting bulls on the defensive and exposing the market to further downside risk. Selling pressure has been building across the market, and BTC now finds itself probing lower demand zones as traders reassess positioning after recent volatility. While the macro backdrop remains broadly supportive, near-term sentiment has shifted toward caution as liquidity thins and speculative flows recede.

A key dynamic shaping this cycle is the absence of retail participation. According to top analyst Darkfost, retail investor activity — measured through small holder inflows to Binance — has fallen sharply. Since early 2023, just after the bear market ended, the 90-day moving average of shrimp inflows has dropped from roughly 552 BTC per day to just 92 BTC today. This more than five-fold decline marks one of the steepest drops in retail engagement ever seen in a Bitcoin recovery phase.

This structural shift underscores how different this cycle is from previous ones. With retail sitting on the sidelines, Bitcoin is being driven primarily by institutional flows, large holders, and long-term accumulation behavior. For bulls, the path forward likely hinges on whether new liquidity arrives — or whether current selling pressure pushes BTC into deeper support before the next leg higher can begin.

Spot ETFs Reshape Market Participation as Retail Fades

The decline in retail participation accelerated sharply with the launch of US spot Bitcoin ETFs in January 2024. Before ETFs went live, small holders were sending roughly 450 BTC per day to Binance. Since the ETF debut, that figure has collapsed to just 92 BTC per day, and the downtrend has continued. This shift marks a structural change in how retail interacts with Bitcoin and where liquidity enters the market.

Darkfost outlines three primary drivers behind this dramatic decline. First, a portion of the retail crowd migrated to ETFs, opting for the convenience and perceived security of regulated financial products over self-custody and traditional exchange activity. This naturally reduced on-chain inflows to Binance and similar platforms. Second, remaining retail investors have shifted behavior, choosing to hold long-term rather than trade, indicating stronger hands and a more disciplined class of small holders. Third, many early retail accumulators have simply graduated out of the shrimp cohort, now holding more than 0.1 BTC and no longer being counted in that data segment.

These dynamics reveal a profound evolution in Bitcoin’s market structure. The current cycle is being driven not by speculative retail surges but by institutional flows, emerging whales, corporate treasury strategies, and long-term accumulation addresses that rarely sell. As a result, Bitcoin’s supply is tightening at the margins even as price consolidates — creating a slow-burning but powerful supply-demand setup unlike previous cycles. The forces supporting Bitcoin today are more structurally resilient, but they also produce a market rhythm that is quieter, more methodical, and less euphoric than traditional retail-led bull runs.

Bitcoin Remains Trapped Below Key Moving Averages

Bitcoin (BTC) is trading near $107,250, holding above a key support zone after another rejection from resistance. The daily chart shows BTC struggling to regain momentum, with multiple attempts to reclaim the $110K–$112K band failing as sellers consistently step in around short-term resistance and moving average clusters. This area, highlighted on the chart, represents a critical liquidity and acceptance zone — until price breaks above it decisively, upside momentum will remain capped.

BTC is currently trading below the 50-day and 100-day moving averages, a bearish short-term structure that points to continued market hesitation. The 200-day moving average sits slightly below current price and is acting as an important dynamic support. Losing that zone would open the door to a potential retest of the $104K–$105K region, where strong demand previously emerged during October’s flush.

On the upside, a clean break above $112K, followed by a reclaim of the $117,500 Point of Control, is required to reset bullish momentum and put the next leg higher back in play. For now, Bitcoin remains range-bound and cautious, with sellers defending overhead levels and buyers stepping in only at key supports. Volatility remains suppressed as the market waits for fresh catalysts and liquidity inflows.

Featured image from ChatGPT, chart from TradingView.com

In a progressive decision announced during Fintech Week 2025, Hong Kong’s Securities and Futures Commission (SFC) has unveiled a sweeping regulatory reform allowing licensed crypto exchanges to connect directly with global order books.

The move dismantles the city’s “ringfenced” model that previously restricted trading within its borders, enabling access to international capital and liquidity.

SFC Chief Executive Officer Julia Leung emphasized that the shift follows extensive work to ensure investor protection. “Once we are sure that we can protect investors, we do relax, as we did with global liquidity,” Leung stated.

The reform aligns Hong Kong’s digital asset framework with international financial standards, signaling the city’s ambition to reclaim its reputation as a leading fintech hub in Asia.

What it Means for Hong Kong’s Digital Asset Ecosystem

The SFC’s policy shift is part of a broader effort to modernize the region’s digital finance landscape. Over recent years, Hong Kong has launched a licensing regime for crypto exchanges, approved Bitcoin and Ether-linked exchange-traded products, and expanded oversight for digital asset funds.

In partnership, the Hong Kong Monetary Authority (HKMA) is preparing to issue the first stablecoin licenses by next year, while regulators are crafting new frameworks for crypto dealers and custodians.

Additionally, the SFC has removed the 12-month trading history requirement for HKMA-approved tokens and stablecoins, a change expected to accelerate listings of new digital assets.

Industry observers view these developments as pivotal for attracting institutional players. Global firms like Binance and Coinbase could soon gain entry via brokerage licenses, faster and less restrictive than full exchange approvals.

Currently, 11 exchanges and 49 brokers operate under SFC oversight, a number expected to rise sharply under the new system.

Hong Kong’s Bid to Reclaim Market Relevance

This policy overhaul highlights Hong Kong’s determination to position itself as a global crypto hub amid fierce competition from jurisdictions like Singapore and the United States.

While mainland China continues to ban crypto trading, Hong Kong has opted for a regulated innovation model balancing market access with strict compliance.

Leung acknowledged the delicate balance regulators must strike: “Overly strict requirements risk driving liquidity and talent elsewhere, but too little oversight could undermine trust.”

Hong Kong’s new policies on global liquidity and tokenization mark a shift toward deeper integration with international crypto markets.

Cover image from ChatGPT, BTCUSD chart from Tradingview

A new analysis shared by an XRP Researcher has highlighted a defining development that could dramatically change everything for Ripple investors. The revelation comes as the token steps into the institutional spotlight, with the REX-Osprey XRP ETF surpassing a $100 million milestone. According to the analyst, this development may be the strongest indication yet that Wall Street’s attention has shifted toward digital assets, driven by regulatory clarity and real-world utility. 

XRP ETF Surge Signal Major Shift For Ripple Investors

In a video analysis posted on X social media on Friday, October 30, crypto researcher and analyst ‘Ripple Bull Winkle’ revealed that a significant change is about to take place in the crypto industry. He announced that the REX-Osprey XRP ETF has already crossed $100 million in Assets Under Management (AUM) within a single month of its launch. According to him, this growth rate outpaces some of the earliest Spot Bitcoin ETFs by top asset managers. 

Ripple Bull Winkle pointed out that the recent surge in the fund is not driven by retail interest but by institutional investors that are quietly and strategically accumulating the cryptocurrency through regulated investment vehicles. He stated that this moment should be seen as the “blueprint” for crypto’s future, highlighting that REX Osprey has effectively made the token “institutional-grade” overnight. 

In his view, crypto ETFs deliver exactly what Wall Street has been waiting for: regulated access, clean custody, and a clear legal status. He believes that these qualities make the altcoin particularly attractive to institutional investors seeking crypto exposure without the chaos and regulatory uncertainty. 

Looking ahead, the analyst predicts that once XRP ETFs are rolled out, the market could experience a domino effect similar to what followed the approval of the Spot Bitcoin ETF in January 2024. During this bullish period, Ripple Bull Winkle expects the price to “shoot up and go to the moon,” potentially propelling the cryptocurrency into an entirely new phase of market recognition. 

The researcher noted that while pundits debate chart patterns and whether the market is in a bull or bear phase, institutions are rapidly accumulating crypto ETFs. He disclosed that around two dozen crypto ETFs are still waiting to hit the market once the US government reopens after its current shutdown. 

XRP ETFs Expected To Launch Within Two Weeks

Adding to the excitement, Nate Geraci, President of The ETF Store, said he expects the first Spot XRP ETFs to launch within the next two weeks. He pointed out that the US Securities and Exchange Commission (SEC) officially ended its five-year-long lawsuit against Ripple just three months ago, marking a defining moment for the company and the token. 

Geraci explained that with the legal battle finally behind Ripple, the road is now clear for regulatory approval of Spot XRP ETFs. He also explained that this moment could mark the end of the “anti-crypto” regulators and policies that have slowed down progress in the US.

Despite the ongoing bearish action of the Solana price, there has been a significant rise in interest and adoption of the leading altcoin over the past few days. Interestingly, on-chain data shows that this renewed massive wave of investors’ interest and adoption is observed in the recently approved Solana Spot Exchange-Traded Funds (ETFs).

Unprecedented Momentum Seen in Solana ETFs

Following its approval last week, the Solana ETFs are witnessing unprecedented growth, signaling a powerful wave of institutional interest in the funds. The spike in Solana ETF inflows demonstrates a significant change in market attitude.

With this growth, SOL is being positioned as a top candidate for institutional crypto investment in the future rather than merely an alternative. In the midst of this rising adoption, Bitwise’s SOL ETF, BSOL, has been recording substantial inflows since its inception. 

As demand for the Fund grows, Teddy Fusaro, the president of Bitwise Invest, has shed light on the development while revealing the main driver of the current wave of demand. Despite the magnitude of demand for the fund, the president claims that he was not surprised by the heightened interest from both retail and institutional investors.

Given the notable successful entry of the Bitcoin and Ethereum Spot ETFs, Fusaro is confident that SOL ETFs could attract a similar growth in the future. However, the president declared that Solana and its ETFs have a different narrative. This is due to its transparency in the crypto ecosystem and the ETF space.

As investors seek exposure beyond Bitcoin and Ethereum, SOL appears to be drawing significant interest from traditional finance due to its rapid adoption, substantial transaction volume, and expanding DeFi and NFT ecosystems. According to Fusaro, Solana has the solution to the scale and speed challenges that have been talked about for so long, making it the next major protocol after Ethereum that has this solution.

Since Solana was launched, the asset has experienced robust demand in the crypto space. Fusaro believes that this appetite and demand for SOL and its protocol are also observed in the SOL ETFs.

SOL Is Gaining Traction As Crypto’s Third Choice

The Solana community is buzzing with excitement after the approval of the SOL Spot ETFs. With its historical introduction and steady inflows, CryptoRus, a market expert, claims that the fund is becoming the third pillar of crypto ETFs. 

After witnessing a notable flow of capital, analysts now predict that the US SOL Spot ETFs may attract up to $5 billion in inflows in the next 2 years. When this happens, it will cement the altcoin alongside Bitcoin and Ethereum as one of crypto’s institutional cornerstones.

According to CryptoRus, the rollout is already looking strong, with Bitwise’s BSOL recording nearly $130 million in trading volume. In addition, Grayscale’s Solana Trust ETF, GSOL, attracted another $4 million on its first day. “It’s been a long climb from meme coin jokes to mainstream adoption, but Solana’s fundamentals – speed, scale, and uptime are finally lining up with institutional demand,” CryptoRus added.

Suppose even a small portion of the anticipated $5 billion is invested; in that case, SOL will not only be an Ethereum alternative, but also the third pillar supporting the upcoming wave of ETFs in cryptocurrency.

Ripple’s Chief Technology Officer, David Schwartz, has clarified that XRP’s core purpose is to give individuals direct control over their money. In a recent post on the social media platform X, Schwartz highlights how XRP is not intended to replace banks but rather facilitates the free movement of value without centralized control or intermediaries.

Ripple CTO Clarifies XRP’s Use

In the X post, David Schwartz explains that XRP aims to change how value moves. The digital asset allows individuals to act as their own bank by sending and receiving funds directly, without go-betweens taking a share, setting limits, or imposing additional controls. He notes that XRP’s self-sovereign model supports open, borderless, and inclusive financial systems.

Schwartz explains that XRP’s structure on the XRP Ledger (XRPL) endows it with a unique role in blockchain-based transactions. Unlike assets that depend on institutions or third parties, XRP operates as a neutral digital currency that functions independently of a counterparty, company, or government. This design allows the digital asset to move freely across jurisdictions without the risk of freezing, blocking, or reversal.

The Ripple CTO emphasizes that XRP’s utility lies in the financial freedom it provides, allowing anyone, anywhere, to send value instantly and securely. In contrast to traditional systems built on centralized permissions, he focuses on XRP as a solution that offers liberty and accessibility across digital and traditional financial systems. 

Schwartz suggests XRP could be an alternative path for digital settlement and cross-border value exchange, with a self-sovereign, interoperable future where value moves freely without control and limitations.

BankXRP Echoes XRP’s Self-Sovereign Future

Soon after Schwartz’s comments, a well-known community account, BankXRP, spotlighted his post, describing it as a summary of XRP’s core mission to remove third parties from the financial equation and give individuals complete control over their money. BankXRP emphasized that XRP is the foundation for a self-sovereign financial system in which transactions require no approval and cannot be frozen or reversed.

By amplifying Schwartz’s message, BankXRP strengthened the view that one of XRP’s strengths lies in its empowering nature, built to make value transfer as simple, transparent, and global as sending a message. The account outlined XRP’s decentralized future in which individuals depend not on institutions but on open, permissionless networks that grant them full ownership of their assets.

Their comments underline XRP’s position as a bridge asset that supports unrestricted value exchange across borders. Instead of replacing financial institutions, XRP removes the need for them, allowing money to move freely across the world. Schwartz’s remarks, supported by BankXRP’s interpretation, reaffirm that XRP’s core principle is to eliminate network gatekeepers from the value transfer process, offering individuals complete control over their assets without relying on banks, custodians, or permission-based systems.

Quick Facts:

• XRP is long overdue for a jump in value after institutional adoption
• The US’ previous anti-crypto stance has stopped XRP from reaching its true value
• However, several XRP ETFs are due for launch after the end of the US govt shutdown
• $XRP could be a 1000x crypto alongside $PEPENODE and $HYPER

XRP has spent years building anticipation, with many believing its blockchain could redefine global money transfers. Now, after a long wait, momentum is finally building. According to Nate Geraci, co-founder of the ETF Institute, the upcoming XRP ETFs could be the spark that finally sends $XRP soaring.

The SEC was expected to approve several XRP ETFs by the end of October, but the government shutdown has pushed these back. According to Nate’s post on X, the first XRP ETF launch is expected to occur within the next two weeks.

Ripple’s growth has been hindered in recent years by intense regulatory pressure and a prolonged legal battle with the U.S. Securities and Exchange Commission (SEC).

Now, with Donald Trump’s pro-crypto administration signaling plans to position the United States as a global hub for digital asset innovation, Ripple could finally get the regulatory clarity it’s been waiting for.

In anticipation of the coming XRP ETFs, we’ve identified a few crypto coins we expect to explode as a result. Naturally, one of these is Ripple ($XRP) itself, but we’re also taking a look at PEPENODE ($PEPENODE) and Bitcoin Hyper ($HYPER). Let’s get into why we think these are the next 1000x cryptos.

1. PEPENODE ($PEPENODE) – The First Mine-To-Earn Meme Coin with Rewards For Top Players

PEPENODE ($PEPENODE) is recreating all of the fun of building your own crypto mining empire without any of the downsides. Forget about buying your own expensive server hardware and competing with real-world corporations – PEPENODE is bringing the virtual crypto mining experience on-chain.

PEPENODE is a crypto mining simulator that gives you your own customizable virtual server room, complete with nodes that generate $PEPENODE based on your hash rate. The more servers you purchase, the higher your hash rate climbs—and the greater your rewards.

The real strategy lies in how you spend your $PEPENODE. Since your server room has limited space, choosing which nodes to install becomes critical.

Premium servers offer higher efficiency and better hash rates, while specific node combinations can unlock significant performance boosts. Every choice counts, making PEPENODE as much a game of strategy as it is about mining.

The $PEPENODE token serves as the foundation for the game’s economy. If you want to refund your existing servers and cash out into $PEPENODE, you can do so at any time – whether you want to reinvest in more expensive servers or trade $PEPENODE out for other crypto.

You can get a head start before the game even launches by joining the official $PEPENODE presale. The project has already raised over $2 million, yet tokens are still available for just $0.0011317 each.

That’s already a bargain—but the real opportunity lies in $PEPENODE’s staking rewards. While the presale is live, any tokens you purchase can be staked for up to 631% annual rewards. It’s a dynamic presale, meaning the earlier you buy and stake, the higher your potential returns.

Join the PEPENODE project before the game goes live.

2. Bitcoin Hyper ($HYPER) – Hypercharging the Bitcoin Network with a Layer-2 Solution

Bitcoin Hyper ($HYPER) is upgrading the aging Bitcoin network using a Layer-2 based on the Solana Virtual Machine (SVM) with zk-rollups. By integrating Solana into the network, Bitcoin Hyper should reduce the transaction fees you pay when trading $BTC – as well as introduce smart contract support to Bitcoin.

Compared to Ethereum and Solana, Bitcoin continues to struggle with slow transaction speeds and high fees. For most retail users and Web3 applications, it’s simply too costly to trade or build directly on Bitcoin’s base layer. That’s where Bitcoin Hyper steps in to change the game.

Powered by the Solana Virtual Machine (SVM), Bitcoin Hyper introduces advanced parallel processing, allowing it to handle thousands of transactions per second. These transactions are processed on a temporary ledger and later committed back to Bitcoin’s Layer 1 during periods of low congestion, dramatically reducing fees while maintaining security.

But the real breakthrough lies in smart contract functionality. Bitcoin Hyper expands Bitcoin’s utility, enabling users to trade crypto pairs, send NFTs, and access DeFi, all while maintaining their Bitcoin holdings for long-term growth.

Bitcoin Hyper runs on $HYPER, the official utility token of the network. With it, you get:

• Reduced transaction fees when running smart contracts or trading crypto
• Voting rights on the Bitcoin DAO, where you can vote on the future of the network
• Access to exclusive features on some Bitcoin Hyper dApps, only open to $HYPER holders

That’s why the Bitcoin Hyper presale has already raised over $25.6M in token sales to date. It’s a dynamic presale, which is why the price of $HYPER has risen to $0.013215. However, you can buy in now and lock in presale staking rewards of up to 46%.

Get your $HYPER tokens today and join the future of the Bitcoin network.

3. Ripple ($XRP) – Low-Cost, Low-Latency Cross-Border Transactions for Financial Institutions

Ripple ($XRP) is the native cryptocurrency of the XRP ledger, a decentralized blockchain designed for fast and efficient settlement of payments. Initially created by Ripple Labs, $XRP serves as a bridge currency for financial institutions and businesses.

Ripple was created to revolutionize cross-border payments by offering near-instant settlement and ultra-low fees. Transactions on the Ripple network typically finalize within 3–5 seconds, making it dramatically faster than the traditional SWIFT system.

In conventional finance, international transfers are often slow and costly because banks depend on a web of correspondent institutions to process payments. This process can take several days and involve multiple layers of fees.

To make matters worse, banks must hold large reserves in various currencies to facilitate global transactions. Ripple’s use of $XRP as a bridge asset solves this problem by providing on-demand liquidity, allowing banks to process transfers instantly without tying up capital in multiple currency pairs. The result is faster, cheaper, and more efficient global finance.

$XRP fell from $2.80 to $2.30 during October’s flash crash but has since stabilized, trading steadily between $2.30 and $2.50.

Despite broader market uncertainty, institutional interest in XRP remains strong, driven by the anticipated launch of new XRP exchange-traded funds (ETFs). With this growing adoption and renewed investor confidence, many analysts expect $XRP to see accelerated growth in the months ahead.

You can purchase $XRP through most CeX and DeXs.

All crypto products are volatile. Be sure to always do your own research before investing – and only invest what you’re prepared to lose. This article is not financial advice.

Authored by Bodgan Patru, Bitcoinist, https://bitcoinist.com/next-1000x-crypto-xrp-etfs-launch-soon/

Key Takeaways:

• 1️⃣ Historically, November has been one of Bitcoin’s strongest months, with average gains exceeding 30% in bull years and previous cycles leading directly into new all-time highs.
• 2️⃣ Despite October’s 11% pullback, Bitcoin’s resilience — coupled with rising ETF inflows and treasury accumulation — has set the stage for a potentially explosive November rally.
• 3️⃣ Bitcoin Hyper ($HYPER) has surpassed $25.6M in its presale as it builds a Solana-powered Bitcoin Layer-2 designed for high-speed payments, tokenized assets, and DeFi applications.
• 4️⃣ Analysts predict that if Bitcoin’s bullish November pattern holds, $HYPER could surge over 1,400% by 2026 as investors seek scalable infrastructure plays tied to Bitcoin’s growth.

Bitcoin’s most bullish month might just be here again – and if history is any guide, November could be gearing up to push markets toward new all-time highs.

Here’s the recent Q4 performances for Bitcoin:

• 2020, up 168%
• 2021, up 5.45%
• 2022, down 14.75%
• 2023, up 56%
• 2024, up 47%
• 2025, ????

October wasn’t ideal; Bitcoin’s down 11% for the month, with a combination of the Fed’s rate hikes already priced-in, an ongoing US government shutdown, and general uncertainty robbing the token of much of its momentum.

At the same time, November has historically been the time when Bitcoin flips from steady accumulation to explosive growth. Could 2025 follow that same playbook – and will Bitcoin Hyper add fuel to the fire?

October Defied the Odds, But Set the Stage

Despite October’s reputation as Bitcoin’s most consistently green month, this year’s performance was more restrained. Yet Bitcoin still managed to touch new all-time highs in the final days of October, surprising everyone.

That kind of resilience, even in a ‘cooler’ month, suggests that the market’s underlying demand remains extremely strong. And with institutional inflows, ETF demand, and treasury accumulation pushing forward, November could easily ignite another leg higher.

Speaking of treasuries:

Moves like Saylor’s latest could help Bitcoin investors draw a line under October and use a fresh influx of liquidity to ride $BTC higher in November.

Why November Matters for Bitcoin Bulls

Data from Coinglass and other analytics platforms consistently show that November is one of the top-performing months for Bitcoin over the last decade.

• 2015: +18.3%
• 2017: +53.5% (pre-ATH run-up)
• 2020: +42.9% (led to $64K ATH in December)
• 2023: +8.2%
• 2024: +37.7%

Each of these Novembers came either immediately before or during major breakout phases for Bitcoin, a pattern that has now become a recurring theme across market cycles.

Investors are watching closely to see if this November could mark the next vertical move – potentially toward $140K or even $150K before year-end.

If that happens – or even if a milder surge occurs – this will put more attention on projects like Bitcoin Hyper, the red-hot Bitcoin Layer 2, set to launch sometime in Q4 2025/Q1 2026.

Bitcoin Hyper ($HYPER): The Next-Level Bitcoin Layer-2 Play

As Bitcoin gains momentum, so do the projects building real scalability around it. Bitcoin Hyper ($HYPER) captures that narrative perfectly.

The project, now having raised over $25.6M in its viral presale, aims to be the fastest Bitcoin Layer-2 network. It’s designed to handle payments, tokenized assets, and DeFi applications with lightning speed.

Where Bitcoin’s main chain focuses on security, Bitcoin Hyper focuses on performance. To achieve this, Hyper utilizes a Bitcoin Canonical Bridge on the Solana Virtual Machine to wrap Bitcoin and mint it on the Hyper Layer 2.

The bridge will allow wrapped $BTC to trade on Solana’s native speeds of several thousand TPS, enabling near-zero-fee transactions.

From Bitcoin’s Momentum to $HYPER’s Growth Loop

Every historical Bitcoin surge has triggered explosive growth across the crypto ecosystem, and this cycle is unlikely to be different.

Just as Ethereum’s 2020 rally created massive value for Layer-2 tokens like Polygon and Arbitrum, Bitcoin’s November breakout could push $HYPER into the spotlight as traders and institutions look for the next infrastructure play.

That’s because Bitcoin Hyper provides solutions for the specific issues that plague Bitcoin – slow transaction speeds, congestion, and low throughput – and which prevent it from being the high-speed, seamless payments network it was initially meant to be.

This is why we predict $HYPER could go from $0.013215 to $0.20 by the end of 2026. That’s 1,413% returns for anyone who joins the presale now. Discover how to purchase $HYPER with our guide and learn why crypto whales have invested hundreds of thousands in the presale.

Visit the Bitcoin Hyper presale page for the most up-to-date information.

Bitcoin has already proven that it can make history in November; history shows that a new all-time high could be closer than most expect.

Bitcoin Hyper could emerge as one of the biggest beneficiaries of a bullish November, a Layer-2 primed to capture value from the very asset that started it all.

Do your own research — this isn’t financial advice.

Authored by Bogdan Patru on Bitcoinist — https://bitcoinist.com/november-is-one-of-bitcoins-greenest-months-why-bitcoin-hyper-can-soar

An exchange on X has pushed a pointed question to the foreground: are veteran Bitcoin whales distributing into strength as part of a rational, late-cycle rotation, or is the bid under Bitcoin’s core thesis quietly eroding?

Former Bitwise exec Jeff Park set the frame with a reminder that OG wallets carry outsized informational weight: “OGs are a special group of investors. They saw something nobody saw before and took early chance, in size.” If that cohort is actively trimming, he argued, the motivations are unlikely to be banal. The risks they’re reacting to “must be: non-consensus, improbable, and existential.” Park also urged readers to consider Jordi Visser’s “Bitcoin’s Silent IPO,” a lens that treats this phase as a quiet redistribution of ownership rather than a simple blow-off.

This is such a great read-

In addition, if OG sellers are maximally profit-taking, the question is: why specifically now beyond current gains and enhanced liquidity, but also future expectations?

OGs are a special group of investors. They saw something nobody saw before and… https://t.co/PRbxYDrL5v

— Jeff Park (@dgt10011) November 2, 2025

OG Sales, Bitcoin ETF Rotation, And The Battle For Identity

Bloomberg’s senior ETF analyst Eric Balchunas largely accepted the premise that early holders are the ones selling—“Agree OGs are the ones selling (vs ETF paper btc conspiracy theories) and agree they saw something no one else did… and deserve the rewards”—but he pressed on the post-sale belief that ultimately matters. “The q is do those OGs (after taking profits) still think btc is a store of value and debasement hedge? If so, no problem. If not, then they basically saying it was a ponzi the whole time, which is a problem.”

He later reached for a cultural analogy to describe mainstreaming’s side effects: “It kinda reminds me of when bands in the 90s would sign with a major label and become huge mainstream hits… Yes is the exact same music but it’s somehow different too. Some early fans… turned off.”

Short-term psychology featured as well. As j (@pk9009) put it, round-number gravity and cycle fatigue can be enough to catalyze supply: “I think some of it is it’s over 100k and fear of another long cycle and waiting for more gains again. So take some off the table… Early wallets moving doesn’t inspire confidence in others either. Domino affect can be caused by just one wallet moving.” Balchunas agreed it’s “def something to watch” and openly solicited views from allocators closest to large-holder behavior.

Park then shared three working theses for why trimming now could be rational even without a thesis break. First, opportunity cost toward other “generational ROIs”—“AI in terms of capital or predictions markets in terms of labor,” with “quantum risk” folded into that calculus as “same coin, different sides.”

Second, a payment-layer disappointment and institutional friction: “The big promise post the Blocksize war was Lightning. It hasn’t worked,” coupled with “the rise of privacy concerns (especially for offshore OGs)… as Bitcoin becomes more ‘institutionalized.’”

Third—and “most important”—a demand reflexivity risk across generations: “The whole Bitcoin thesis breaks if the young don’t buy… Because the old will always buy if they know the young will buy now or later, but the young will not buy if ONLY the old buy.” Park’s political shorthand was deliberately provocative: “There is a reason the socialist candidates are not embracing Bitcoin… They have come to the conclusion it hurts them… Bitcoin and Mamdani has to be the same platform for Bitcoin to win, not Bitcoin and Ackman.”

These are my three working drafts-

The first as mentioned is the opportunity cost to invest in other generational ROIs like AI in terms of capital or predictions markets in terms of labor, where I also bucket the “quantum risk” in that category to make the trade off more…

— Jeff Park (@dgt10011) November 2, 2025

From the allocator seat, Bitwise CEO Hunter Horsley emphasized that what looks like distribution can be structured derisking rather than belief abandonment. “We have many clients with immense amounts of Bitcoin. Imo— it’s not that they no longer believe in BTC. It’s more timing and peace of mind.”

For ultra-early holders who are “100–1000x more” wealthy than when they entered, the aim is to reduce the emotional and portfolio whiplash while keeping core exposure: “They expect it will go higher but can also have periods of volatility… They plan to keep holding much / most.”

Tactically, Horsley sees investors “swap spot BTC for ETF for peace of mind around security and to borrow from private bank (vs sell) to tap into the wealth / liquidity,” “work with someone like Bitwise to write call options that generate income,” and “liquidate a portion over time.” His summary was unambiguous: “everyone is the most bullish they’ve been. I think the rotation is mostly some people psychologically derisking.”

We have many clients with immense amounts of Bitcoin.

Imo- it’s not that they no longer believe in BTC. It’s more timing and peace of mind:

They’ve got 100-1000x more wealth. They want to make sure it stays that way. They expect it will go higher but can also have periods of…

— Hunter Horsley (@HHorsley) November 2, 2025

Balchunas welcomed that nuance—“Good to hear… but it’s definitely something to keep an eye on… you need your base for long haul”—and Horsley added, “Well said. Yea the OGs I know are very convicted.” In other words, even if some supply is hitting the market, a meaningful subset of whales appears to be re-platforming exposure onto institutional rails rather than exiting outright.

That leaves a clean decision tree. If the whales taking profits still “think btc is a store of value and debasement hedge,” the market can digest supply as a healthy rotation into broader ownership. If, however, OG distribution coincides with Park’s cultural warning—where younger cohorts disengage and the payment-layer narrative atrophies—then what looks like cap-table maturation could mutate into a sponsorship problem.

Agree. Def something to watch. The q is do those OGs (after taking profits) still think btc is a store of value and debasement hedge? If so, no problem. If not, then they basically saying it was a ponzi the whole time, which is a problem.

— Eric Balchunas (@EricBalchunas) November 2, 2025

For now, the debate sits where Balchunas placed it: keep watching whether the profit-takers stay believers, and whether new buyers step in for reasons that go beyond “number go up.”

At press time, Bitcoin traded at $107,542.

Quick Facts:

• The crypto market took a downturn in early October that wiped out $19B in leveraged positions.
• The US’ trade war with China was a key trigger but has since been resolved.
• However, the crypto market has been slow to recover as Bitcoin hovers around $107K.
• PEPENODE could be a better investment while sentiment on Bitcoin changes.

The cryptocurrency market has yet to recover from its October downturn, despite a recent meeting between Trump and Xi Jinping, which resolved most of the triggers for the decline. In the meantime, we’re evaluating $PEPENODE as a potential alternative investment while the crypto market remains sluggish.

The crypto market experienced a severe downturn in October after the US announced 100% tariffs on goods from China, wiping $19B in leveraged positions off the board. Since then, the market has slowly recovered, but key coins like Bitcoin and Ethereum are still sitting significantly below their ATH prices.

Donald Trump met with China’s President Xi Jinping on October 30th to address the issue and agree on several key points for the future of trade between the two nations, including a one-year delay on restrictions around the export of rare earth minerals.

Despite the upbeat tone set by both leaders after the conference, crypto investors haven’t seen the market turnaround expected from a resolution to the trade conflict. Bitcoin is currently trading at $107K, just slightly above the October low of $105K.

Although Bitcoin appeared to recover to $110K after the meeting, sentiment on the cryptocurrency is down once again. In part, this is an after-effect of the brutal liquidation spree, which stopped $BTC’s momentum dead in its tracks. Retail confidence will take a while to return, but market conditions aren’t helping.

While the Federal Reserve lowered the interest rate on October 29, Chairman Jerome Powell threw a spanner in the works by suggesting that the Fed will not continue to cut rates in December.

It’s unclear whether we’ve reached the bottom of the dip yet, as momentum on Bitcoin continues to falter. It’s a smart move to buy cheap $BTC, but it’s also worth diversifying your portfolio to ensure you’re not trying to catch a falling knife.

That’s why we’re taking a look at a promising crypto presale that intends to offer long-term appreciation for your investment. It’s $PEPENODE, the crypto token for an upcoming mining simulator that has a real-world on-chain economy that rewards you in crypto. Let’s take a look.

PEPENODE – Build Your Own Virtual Mining Rig and Earn $PEPENODE as a Reward

$PEPENODE is the crypto token for the PEPENODE project. In this Mine-To-Earn simulator, you can run your own virtual crypto mining server with rewards in real meme coins, including $PEPENODE.

The days when anyone could run their own crypto mining server from home and make a profit are long gone. Today, mining proof-of-work tokens is mostly the domain of whales and institutions with deep pockets. However, PEPENODE offers all the excitement of operating a crypto mining setup without the cost.

It’s an online game completely connected to the blockchain, ensuring all your assets are securely stored in your own wallet. When you start running PEPENODE, you receive your own private server room that you can customize with server nodes you purchase using $PEPENODE.

Once your servers are operational, they will passively generate $PEPENODE based on your virtual hash rate. The more servers you have, the more $PEPENODE you will earn. Of course, since space is limited, investing in more expensive server nodes enhances the efficiency of your mining setup.

Part of PEPENODE’s appeal lies in the game’s flexible economy. Unlike staking, your $PEPENODE is accessible at any time. All you need to do is sell your server nodes, and you immediately have access to the tokens you’ve invested in them — but it’ll lower your hash rate as a result.

Being successful in PEPENODE is all about how you spend your $PEPENODE for the best returns. Buying the most expensive servers isn’t always the best way forward – some server nodes offer bonuses when combined, so you’ll need to think tactically about which ones you buy to maximize your hash rate.

Players who join the PEPENODE game as soon as it goes live will have an advantage, as their server nodes will have been running longer. That makes it easier to rise through the ranks and buy higher tiers of server nodes, but there’s another way to make the most of your early-game start.

The $PEPENODE presale is currently live, offering cheap tokens to those who want to build huge server farms from the moment the game drops. The presale has already raised over $2M, but $PEPENODE is still only $0.0011317 per token.

The real advantage is in the presale staking rewards. The $PEPENODE you buy can be staked for up to 633% in rewards per annum, but don’t delay – it’s a dynamic presale, so the longer you leave it, the less you’ll be rewarded when you do stake your tokens.

For the best players who are swimming in $PEPENODE, there are other rewards as well. The PEPENODE game will feature a leaderboard showcasing who’s running the most profitable server farms, with airdropped meme tokens like $PEPE and $FARTCOIN awarded to the top spots.

Buy $PEPENODE now before the mining game goes live.

All crypto products are volatile. Make sure to always do your own research before investing and only invest what you’re prepared to lose. This article is not financial advice.

Authored by Bodgan Patru, Bitcoinist, https://bitcoinist.com/why-crypto-is-down-despite-us-truce-dip-buy-pepenode/

Since the market shakedown caused by the US and China tariff frenzy, Bitcoin is still battling with volatility as its price loses the $110,000 price target again after a short upward move on Sunday. With BTC’s price experiencing bearish performance, investors, especially short-term BTC holders, are seeing notable losses in their positions.

Realized Losses Mount For Short-Term Bitcoin Investors

Amid the wave of market volatility and pullback in the price of Bitcoin, key on-chain data shows that short-term BTC investors are taking a hit. Specifically, this negative development is being unveiled by the Bitcoin Realized Profit/Loss (RPL) ratio for short-term holders.

In a post on the social media platform X, Darkfost, a CryptoQuant author and crypto enthusiast, shared that the BTC short-term holders’ Realized Profit/Loss ratio has undergone a sharp downturn. This negative shift points to growing pain among these investors and across the BTC market.

It also suggests that most investors who bought Bitcoin in the previous several weeks or months are now selling it for a loss. While this is a sign of capitulation in the short term, such moves typically mirror weak hands exiting the market, which is likely to precede major accumulation zones and long-term recovery. 

According to the market expert, short-term holders are struggling with losses. During the time of the post, the short-term holders realized the price was hovering around the $113,000 mark. 

Currently, the weakest hands in Bitcoin are being forced to capitulate due to its stagnation. This is evidenced by the drop in the STH realized P/L ratio to -1.4, a level comparable to the April 2025 correction. It is important to note that when short-term holders are under pressure, opportunities tend to present themselves, and a bottom eventually forms. 

Darkfost highlighted that the trend is precisely what has been observed throughout this cycle. Furthermore, the expert noted that the trend is the final phase of the ongoing correction. This narrative stands as long as there are sporadic, brief spikes in volatility during the generally upward trend.

Long-Term BTC Holders Are Exiting The Market

After navigating the Long-Term Holder Supply Net Position Change in the 30-day timeframe, Darkfost revealed that the Bitcoin long-term holders appear to be exiting the market. During the month of October, long-term holders also took advantage of the chance to lower their exposure.

There has been a 2.2% decline in the supply held by long-term holders, which translates into the distribution of over 330,000 BTC. This remains a modest reduction compared to December 2024. At that time, LTH supply fell by 5.2% and by 5.05% in March 2024, and both of them were roughly twice as large. 

In the meantime, Darkfost has declared this trend an important one that needs to be monitored closely. At the time of writing, Bitcoin’s price was trading at $107,544, caused by a nearly 3% decline in the last 24 hours. BTC’s price may be declining, but investors are starting to exhibit bullish sentiment as its trading volume has surged by more than 55% within the same time frame.

What to Know:

• 1️⃣ Ethereum’s ecosystem dominates the DeFi landscape with over $370B in user assets locked, far ahead of Solana ($36B) and Polygon ($4B).
• 2️⃣ Its success stems from powerful network effects, developer maturity, and deep liquidity, reinforcing Ethereum as the go-to platform for high-value on-chain activity.
• 3️⃣ Best Wallet Token ($BEST) leverages this momentum, offering a user-friendly Web3 wallet that enables secure swapping, bridging, and participation in crypto presales.

Applications built on Ethereum currently hold around $370B in user assets. That’s a striking confirmation that, despite mounting competition from newer networks, Ethereum’s ecosystem remains the go-to hub for high-value, on-chain activity.

As Ethereum dApps continue to outshine rivals such as Solana, the ecosystem’s success continues to boost related projects.

That includes Best Wallet Token, the utility token for the growing Best Wallet ecosystem. Here’s how Ethereum’s dominance positions $BEST presale participants for major gains. Ethereum’s $370B Milestone

The $370B figure reflects the aggregate value locked across smart contracts, decentralized applications (dApps) and other on-chain services running on Ethereum’s network.

It underscores user engagement (435K daily users) and the trust placed in the ecosystem by developers, builders, and participants.

By comparison, rival platforms such as Solana ($36B ecosystem total value locked) and Polygon (a mere $4B) continue to grow but remain significantly behind in terms of the total assets embedded in their ecosystems.

Three factors have helped Ethereum maintain and even expand its lead:

• Network effect and ecosystem maturity – Ethereum enjoys a virtuous cycle. The largest pool of developers builds on its chain, which attracts users and protocols, which in turn brings more assets and liquidity, reinforcing the ecosystem’s value.
• Trust and liquidity concentration – When users commit assets to a network, they consider not only fees or speed, but also security, liquidity and established reputation. Ethereum has had more time to build those properties.
• Legacy advantage – As one of the earliest platforms to support complex smart contracts and decentralized finance (DeFi), Ethereum holds a significant first-mover advantage over newer chains.

Platform choice matters: not just in terms of underlying token price, but in where value is concentrated. For competitor chains like Solana and Polygon, the challenge remains in how to meaningfully close the gap with Ethereum’s lead in both token price and ecosystem TVL.

While DeFi-centric chains duke it out over TVL, smaller projects focus on more down-to-earth considerations. That includes how to equip retail investors to navigate the ever-growing Ethereum ecosystem.

That’s precisely what Best Wallet Token ($BEST) sets out to do – make it easy for investors to store, swap, and spend ERC20 tokens, and many others, quickly and securely.

Best Wallet Token ($BEST) – Leading Web3 Wallet with Crypto Presale Edge

Best Wallet Token ($BEST) is the native utility token of Best Wallet, a next-generation Web3 ecosystem.

The foundation is the Best Wallet app, a Web3, non-custodial app with biometric and MPC security.

As our review highlights, Best Wallet lets you swap, bridge, and track assets across multiple blockchains while maintaining full control of your private keys.

Its smooth interface reduces the technical barriers to Web3 adoption, making it ideal for new users entering crypto markets. At the same time, key features like a dedicated section for upcoming crypto presales enable even new investors to research and trade tomorrow’s hot tokens today.

$BEST functions as the ecosystem’s fuel, offering staking rewards, transaction discounts, and early access to new token launches.

Token utility expands with the broader ecosystem, through governance rights and integration with partner DeFi protocols.

The potential for growth includes a planned Best Card, which lets you spend your crypto anywhere, seamlessly.

With all that in mind, our price prediction sees $BEST climbing from $0.025885 to $0.62 by the end of 2026, delivering a 2,294% return to current investors.

 

Visit the Best Wallet Token website to join the presale.

Ethereum’s lead is not invulnerable. High transaction fees and network congestion remain significant challenges, but advancements in Layer-2 scaling, interoperability, and novel chain architectures could shift the balance over time.

But for now, $370B signals that Ethereum’s network effects and ecosystem scale have translated into an enduring lead in the on-chain application space.

Can $BEST, with its support for the EVM, replicate Ethereum’s success?

Buy $BEST now and find out. Presale ends 28 November.

Authored by Bogdan Patru for Bitcoinist — https://bitcoinist.com/ethereum-dominates-web3-370b-locked-best-rising-fast

Lo scrittore e investitore finanziario Robert Kiyosaki ha rinnovato il suo duro avvertimento secondo cui è in corso un profondo crollo dei mercati, affermando che un “massiccio crash” è già in atto e che “milioni verranno spazzati via”.

Kiyosaki invita a rifugiarsi in asset reali

In un post pubblicato su X (ex Twitter) il 1° novembre, Kiyosaki ha esortato le persone a spostare i propri soldi verso beni reali, come argento, oro, Bitcoin (BTC) ed Ethereum (ETH). Ha inoltre ribadito una previsione che porta avanti da tempo: Bitcoin potrebbe raggiungere 1 milione di dollari, mentre l’argento rappresenta “l’occasione più conveniente”, con la possibilità di triplicare di valore.

Flussi istituzionali e segnali normativi rafforzano Bitcoin

Secondo diversi report, Bitcoin sta attirando un forte interesse da parte dei grandi investitori istituzionali. L’aumento dell’adozione e una maggiore chiarezza regolatoria hanno portato nuovi capitali negli ETF crypto, contribuendo ai nuovi massimi storici del BTC.

Negli ultimi sei mesi, il prezzo di Bitcoin è salito dell’11%, mentre i volumi di scambio hanno raggiunto i 47 miliardi di dollari. Gli analisti sottolineano i miglioramenti del Lightning Network e i forti afflussi negli ETF come fattori chiave che rendono Bitcoin più efficiente e attraente per i grandi detentori.

Le previsioni di Kiyosaki: una storia che si ripete

Gli avvertimenti di Kiyosaki non sono una novità. Egli aveva già previsto crisi di mercato nel 2011, 2016, 2020 e all’inizio del 2023, ma in nessuno di questi casi i crolli si sono verificati con la gravità e nei tempi da lui annunciati.

I critici sostengono che le sue previsioni siano spesso premature o esagerate, e che questo abbia ridotto la sua credibilità tra alcuni analisti. Tuttavia, molti riconoscono che i livelli di debito elevati, le pressioni inflazionistiche e i cambiamenti tecnologici nel mercato del lavoro rappresentano effettivamente motivi di preoccupazione.

Perché alcuni investitori lo ascoltano ancora

Chi teme un ribasso dei mercati sta spostando parte del proprio portafoglio verso asset considerati riserve di valore, come oro e Bitcoin, destinazioni che potrebbero attrarre capitali se la correzione si accentuasse.

Kiyosaki sostiene che i risparmi tradizionali e le valute fiat siano “denaro falso”, e consiglia di possedere metalli preziosi e alcune criptovalute per proteggere il proprio potere d’acquisto.

Mercati intermedi: segnali contrastanti

Nonostante i flussi record verso i prodotti crypto istituzionali, altri indicatori appaiono meno stabili. I volumi di trading sono talvolta diminuiti anche mentre i prezzi salivano, e alcuni analisti avvertono che forti afflussi possono essere seguiti da uscite altrettanto rapide e volatili.

Gli exchange e i fondi stanno quindi monitorando attentamente la liquidità e il comportamento degli investitori, per evitare tensioni improvvise in mercati dove la leva finanziaria o i libri ordini sottili possono amplificare i movimenti.

Oro, argento e crypto al centro del dibattito

La strategia di Kiyosaki ruota attorno allo spostamento della ricchezza verso asset fisici e digitali. Punta con decisione sull’argento, prevede un forte ritorno sull’oro e indica Bitcoin ed Ethereum come principali scelte nel settore crypto.

Tuttavia, l’effettiva portata di questa “rotazione” dipenderà dalla propensione al rischio degli investitori e dalle mosse delle banche centrali di fronte a inflazione e debito nei prossimi mesi.

Crypto analyst Cristian Chifoi says the Bitcoin price action is repeating 2022 cycle patterns, but only in reverse. Back then, the US Federal Reserve (FED) rate hikes triggered a staggering 63% crash in the BTC price. Now with the FED preparing to end Quantitative Tightening (QT), Chifoi believes the same macro setup could push prices in the opposite direction, potentially marking the start of Bitcoin’s next major rally. 

Bitcoin Price Traces 2022 Cycle Pattern In Reverse

Chifoi explained on X social media on November 2 that Bitcoin’s behaviour appears to be replaying the 2022 macroeconomic environment in reverse. Back in March 2022, he noted that when the FED first announced aggressive rate hikes, the Bitcoin price was trending near $46,000. As the US central bank delivered its initial two hikes of 50 and 75 basis points by June that year, BTC collapsed to $17,000, marking the technical bottom of that cycle. 

As the FED continued to hike from a total of 175 to 550 bps, the market had already absorbed the shock. Chifoi revealed that Bitcoin had entered its accumulation phase and began to reverse upward even as other market experts labeled the central bank’s actions “irresponsible” and belated. 

Fast forward to the present, Chifoi believes that the cycle is now flipping. With the FED recently announcing the end of Quantitative Tightening by December, he predicts that the next three-month window could trigger a powerful bullish surge that could drive Bitcoin to a top rather than a bottom.

He points to late December through January 20, 2026, as the key period to watch, suggesting that the crypto market could rally sharply before entering a cooling phase as liquidity fully returns. 

Liquidity Spikes And Repo Signals Support Thesis

Supporting his analysis, Chifoi referenced a post made by another analyst known as ‘ChurchOfTheCycle,’ who shared a telling FRED chart showing a surge in Overnight Repurchase Agreements—Treasury securities temporarily purchased by the FED in open market operations. 

The chart, which spans from 2000 to 2025, highlights a sudden and substantial spike in repo activity, suggesting potential liquidity injections into the financial system. The analyst noted that this spike alone does not guarantee a market crash, as historically such increases have typically provided a short-term boost for equities and crypto. 

He further noted that the FED’s recent actions indicate stress in the financial system and an early stage of liquidity support, which could push speculative assets higher.

Based on this, the analyst predicts that the market could still enter a parabolic phase from Q4 2025 to Q1 2026 before facing a major crash in 2026, roughly 6-12 months from the time of his post on November 2. As a precaution, he warns traders to monitor credit spreads, repo activity levels, and VIX correlation for early signs of tightening liquidity. 

Crypto analyst Matthew Hylan has commented on the Bitcoin price action as it continues to lag behind gold and the stock market. This comes as BTC suffers another downtrend despite recent bullish macro factors. 

Why The Bitcoin Price Is Lagging Behind Gold and The Stock Market

In an X post, the analyst noted that the Bitcoin price has historically lagged behind gold and the stock market, suggesting there was no reason to be concerned about the current price action. The analyst alluded to the last market cycle, when a similar occurrence occurred, but BTC eventually rallied higher then. 

This was in the summer of 2020, when the stock market had recovered from the COVID crash while gold surged past $2,000 on inflation concerns. Meanwhile, the Bitcoin price ranged between $9,000 and $12,000, which was below its peak in the 2017 market cycle. However, that period marked the final accumulation phase, as BTC went on to hit $20,000 by year-end 2020, kicking off a bull run for the flagship crypto that eventually rallied to $64,000 by 2021. 

Matthew Hylan indicated that this macro moment could again play out for the Bitcoin price even as it lags behind gold and the stock market. Gold has reached new highs last month amid the ‘debasement trade’ while the S&P 500 has continued to hit new highs with the AI boom. BTC, on the other hand, has been on a downtrend since hitting a new all-time high above $126,000 in early October. 

It is worth noting that the Bitcoin price has suffered its most recent downtrend despite bullish macro factors, such as the trade agreement between the U.S. and China. The Fed also recently cut rates by 25 basis points (bps). Fed Chair Jerome Powell also signalled that the U.S. central bank will end quantitative tightening by December, which could inject more liquidity into risk assets like BTC. 

BTC Might Not Be Done Yet

Crypto analyst Ali Martinez predicted that the Bitcoin price could still reach a new ATH. He highlighted a pattern that he noted could indeed be a broadening top. The analyst added that BTC could first hit a new ATH, followed by a “brutal reversal” if the pattern plays out. His accompanying chart showed that Bitcoin could rally to almost $130,000 based on the broadening top. 

Meanwhile, CryptoQuant founder Ki Young Ju stated that the Bitcoin market is fine only if the 4-year cycle theory is wrong. Based on the cycle theory, the Bitcoin price is expected to top around this period. However, experts like Bitwise CIO Matt Hougan have asserted that the 4-year cycle is done and that the bull run could extend till next year. 

Related Reading: Bitcoin Price To Recover? Here Are Some Developments You Should Be Aware Of

At the time of writing, the Bitcoin price is trading at around $107,800, down over 2% in the last 24 hours, according to data from CoinMarketCap.

Stay Ahead with Our Timely Insights of Today’s Next Crypto to Explode

Check out our Live Next Crypto to Explode Updates for November 3, 2025!

Crypto is so unthinkably huge at the moment, a nearly $4 trillion industry that’s aiming for world domination.

Recent headlines talk of Circle and Mastercard planning to add USDC to global payment systems, Ethereum and Bitcoin treasuries in the billions of dollars, and Google building its own blockchain.

Bitcoin has an all-time growth of over 180,000,000%, Dogecoin over 43,000%, and some of the newest presale coins often pump 10x, 100x, or even 1,000x on rare occasions.

Explosive potential is probably the single best description for what we’re seeing today in crypto.

Quick Picks for Coins with Explosive Potential

Bitcoin Hyper ($HYPER) - Real-Time Layer-2 Solution for Scaling Bitcoin Launch: May, 2025 Join Presale Maxi Doge ($MAXI) - High-Impact Meme Coin Built On Strength, Staking & Conviction Launch: July, 2025 Join Presale PepeNode ($PEPENODE) - A New, Gamified Way to Mine to Earn Meme Coin Rewards Launch: February, 2025 Join Presale Snorter Token ($SNORT) - Lowest-Fee Telegram Trading Bot for Solana and Ethereum Launch: May, 2025 Join Presale Best Wallet Token ($BEST) - Get Easy, Early Access to New Curated Presale Projects Launch: November, 2024 Join Presale

If you’re looking for the most recent insights on the next crypto to explode, stay tuned. We update this page frequently throughout the day, as we get the latest and greatest insider insights for chart sniffers and traders looking for the next coin to explode.

Disclaimer: Crypto is a high-risk investment, and you may lose your capital. Our content is informational only, and it does not constitute financial advice. We may earn affiliate commissions at no extra cost to you. Michael Saylor Teases 13th Bitcoin Buy as Trump’s Trade Deal Lifts Markets — Is Bitcoin Hyper ($HYPER) the Next Crypto to Explode?

November 3, 2025 • 10:00 UTC

Founder of Strategy, Saylor, has hinted at another major Bitcoin Purchase, which will make it the company’s 13th consecutive $BTC buying streak.

In a post on X, Saylor noted that ‘Orange is the color of November.’ Historically ‘Orange’ hints from Saylor have meant that a Bitcoin buy is in the offing.

With Strategy already holding 640,808 BTC, the company’s portfolio has appreciated by over 48% since its inception. That said, the company’s last buy was just last Monday where it accumulated another 390 $BTC.

Strategy’s most recent purchase amid the recent market volatility is another example of Saylor’s unshakable faith in Bitcoin and its long-term value.

Meanwhile, President Donald Trump has waved the truce flag with China by signing a new trade deal with President Xi.

With Saylor’s bullish tweet and favorable macroeconomic tailwinds, analysts expect $BTC to rally this November. Bitcoin Hyper ($HYPER), a Layer-2 scalability project designed to make life easier for $BTC holders, is now perfectly positioned to ride this momentum.

Find out what makes Bitcoin Hyper the next crypto to explode.

Bitwise CEO Says Wall Street Will Dive Into Crypto Within a Year — Is Pepenode ($PEPE) the Next Crypto to Explode?

November 3, 2025 • 10:00 UTC

Bitwise’s Hunter Horseley cited on X that every wall street institution will be involved in crypto by next year. His forecast isn’t farfetched as the growing trend in TradFi show that global institutions managing over $30T are actively expanding their exposure to digital assets.

Although DeFi only accounts for less than 0.5% of TradFi’s total market scope, its growing influence is evident through tokenization, yield products, and programmable real-world asset structures.

BlackRock leads the charge with over $87M in spot Bitcoin ETFs and $10B in Ether ETFs. Meanwhile, major institutions like JPMorgan, Fidelity, Goldman Sachs, and BNY Mellon are also experimenting with tokenized funds, regulated DeFi, and on-chain settlement models.

As the institutional momentum is building, investors are exploring for the next 100X project to position themselves for the market’s next bull run. One standout project gaining massive traction in its presale is PEPENODE ($PEPENODE), a gamified mine-to-earn ecosystem that fosters a competitive environment and offers attractive meme coin rewards.

Learn how to get your hands on Pepenode ($PEPENODE) here.

Authored by Bogdan Patru, Bitcoinist — https://bitcoinist.com/next-crypto-to-explode-live-news-today-november-3-2025

Solana Foundation executive Vibhu Norby ignited a fresh round of cross-ecosystem debate this weekend, challenging XRP supporters to ground their bullish narratives in verifiable network metrics rather than aspiration. In a series of posts on X, Norby said he “want[s] Ripple and XRP to succeed at an insane degree,” but argued that “the community does not argue with facts, even though the data is readily available.” He added: “as a longtime engineer and truth seeker, that bothers me.”

Norby Says XRP Growth Stalled

The core claim is that—measured by on-chain activity—the XRP Ledger’s growth has been “extremely mediocre” relative to faster-growing chains, most notably Solana. Citing XRPScan, he said the “active daily accounts shows no 3-year improvement, hovering around 25,000 daily active accounts,” while “this year, Solana is averaging over 2.5 million daily active accounts. That’s 100x.” Short of debating sentiment or distant roadmaps, he framed the discussion as empirical: “The fiction is very far ahead of the facts.”

The activity gap was a through-line in Norby’s posts. On throughput, he pointed to XRP’s roughly 1–1.5 million daily transactions and contrasted that with Solana’s order-of-magnitude higher traffic: “the total daily transactions, around 1.5 million per day, is outclassed by Solana which is handling about 100 million per day.”

While exact daily figures vary with market conditions and data providers, independent dashboards corroborate the broad picture: XRP’s transactions typically sit in the low-single-digit millions per day, while Solana’s effective user-facing throughput has been documented near the ~1,000 TPS range with peaks far higher under stress; counting all transaction types, Solana’s raw transaction count regularly dwarfs legacy chains. “Currently, XRPL is handling about 17 TPS, according to XRPScan. Solana executes 1000 non-vote TPS on mainnet, and often more,” Norby said.

Norby also trained attention on value transfer rather than just message count. “XRP’s transfer volume today is about $50–60 billion per month. However, Solana’s October stablecoin transfer volume alone, which is a small subset of all network assets, was almost $2 trillion,” he wrote.

Anticipating the most common rejoinder—“oh it’s all fake, bots, etc.”—Norby argued that the Solana-side data excludes wash behavior in the stablecoin tallies he referenced and that fee structures are not a sufficient explanation for alleged bot asymmetry. “Given both XRPL and Solana have similarly low transaction fees, there’s no reason why Solana would uniquely attract bots that XRPL wouldn’t,” he wrote, adding that the on-chain payments edge in Solana remains “a huge measurable margin” even after obvious noise filters.

The exchange quickly broadened beyond raw counters to product-market fit. One defender asserted that “XRP isn’t for retail and memecoins. Financial institutions are heavily regulated and slow to adopt.” Norby rebutted that premise bluntly: “They haven’t been slow to adopt – lol. They’re just adopting stablecoins, not XRP.”

In a separate reply to a question about what’s driving Solana’s relative outperformance, Norby’s answer was a one-word thesis: “Technology.” He later summarized the posture of the XRP army he believes the data supports with a pointed quip: “Solana is a bridge currency.”

Norby also dismissed the idea that RippleNet’s progress should be conflated with on-chain traction: “One cannot have a view on RippleNet because it appears to be simply a private business. Therefore it’s hard to argue it has any bearing on XRP.”

That distinction echoes long-standing commentary that RippleNet, as an enterprise messaging and settlement network, can operate independently of XRP unless specific corridors use On-Demand Liquidity mechanisms. “Offchain connections are entirely commoditized,” Norby added, casting political or banking relationships as insufficient substitutes for measurable on-chain usage.

As the thread grew, community pushback coalesced around two counterclaims: that XRP’s design goal is institutional settlement rather than retail-heavy app ecosystems, and that a “HODL-heavy” holder base naturally depresses daily active address counts. Norby responded that Solana, too, is held by large numbers of passive investors—“Believe it or not, many people also just buy SOL and hold”—but “the difference is that people also actually use Solana.”

He concluded with a challenge: “Open offer to any community member or Ripple executive: let’s do a livestream debate right here on X. You bring facts, I bring facts. Facts are important. Let the internet decide who wins.” He also hosted a public X Space to continue the discussion.

https://t.co/DnhmpYDmRX

— vibhu (@vibhu) November 2, 2025

None of the above makes Ripple’s endgame impossible. Norby repeatedly allows that “it is very possible that XRPL wins,” framing his argument as a present-tense snapshot rather than a terminal verdict. But his counsel to investors is unsparing: “If you hold XRP as an investment, you need to seriously consider how much longer it’s worth waiting around.”

At press time, XRP traded at $2.40.

Quick Facts:

• Bitcoin Hyper’s upcoming Layer-2 solution upgrades the slow and clunky Bitcoin blockchain for Web3, unlocking a wide range of use cases across DeFi, NFTs, and real-world tokens – to name just a few.
• While Bitcoin is widely regarded as digital gold, Bitcoin Hyper extends that idea, turning it from a store of value into a thriving ecosystem for creative new decentralized applications.
• Currently, early backers can grab Bitcoin Hyper’s native crypto by joining the viral presale that has already smashed through $25.6M.

Bitcoin has rightfully earned the title ‘digital gold’.

Today, it’s a reliable store of wealth, as demonstrated by its 174,410,533% lifetime growth. Now compare that to gold’s, and you’ll understand why the term fails to capture Bitcoin’s potential.

This is because Bitcoin doesn’t just preserve value like gold. It generates value, thanks to the underlying blockchain technology that continues to disrupt industries. AI and real-world tokenisation, in particular, are predicted to take crypto to new heights.

However, this Web3 expansion has nothing much to do with the Bitcoin network.

Sure, Bitcoin remains the crypto king with a massive market cap of $2.14T. But its underlying blockchain constrains its speed and functionality.

While Bitcoin was introduced to the world as a peer-to-peer digital cash network, it’s still far away from accomplishing that dream.

Can you imagine paying for coffee with $BTC?

With its speed sometimes as low as 2.8 transactions per second, $BTC transactions are simply not designed for everyday payments.

Bitcoin’s market cap comes as a surprise when you compare the blockchain’s speed to traditional payment networks like Visa, which is capable of handling around 65K transactions per second.

In fact, there is a long list of blockchains that rank higher than Bitcoin in speed.

Solana, in particular, is well-known for its fast network – theoretically capable of 65K transactions per second. More importantly, its developer-friendly blockchain is a hot hub for creative new Web3 projects.

What sets Bitcoin apart from gold is its technological foundation. Interestingly, however, that foundation is built on other blockchains. Bitcoin’s network constraints prevent it from exploring new crypto frontiers like DeFi, NFTs, gaming and real-world tokenization.

This gap explains why institutions are diversifying their reserves into altcoins like Ethereum, XRP, Solana, and BNB, which offer both speed and programmability.

It’s about time Bitcoin overcame these bottlenecks and turned the long-held dream of hitting $1M into a tangible possibility. And that’s where Bitcoin Hyper is stepping up to the plate, placing it among the best crypto presales of the year. How Bitcoin Hyper Unlocks Bitcoin’s Full Potential

Bitcoin Hyper ($HYPER) is developing a Layer-2 solution that could finally address Bitcoin’s lack of speed and programmability – all while maintaining its proven security framework.

At the heart of the solution is a non-custodial Canonical Bridge, which helps issue a wrapped version of Bitcoin on the Layer-2 network, which can then be used across the broader Web3 ecosystem.

More importantly, it could finally bring DeFi, NFTs, micropayments, and real-world assets to the Bitcoin blockchain at near-zero transaction costs. This is made possible by the Solana Virtual Machine, which makes the network compatible with smart contracts.

In other words, Bitcoin could soon evolve into a Web3 hub, without relying on the reputation of other blockchains to drive its growth or expand its market cap.

As companies increasingly accumulate Bitcoin as a strategic reserve asset and crypto regulations become friendlier, the importance of a project like Bitcoin Hyper can’t be stressed enough.

Given this promising backdrop, our Bitcoin Hyper price prediction sees the native crypto $HYPER potentially outperforming Bitcoin in terms of annual ROI. Being much younger and having a smaller market cap, it could have considerably more room for returns.

Read our guide to buying Bitcoin Hyper for step-by-step instructions on joining one of the best crypto presales this season. $25.6M Raised: Why You Shouldn’t Miss the Presale Window

Bitcoin Hyper is now hosting the presale of $HYPER tokens, where early backers can grab it for fixed, discounted prices.

Since the token is used for transactions, staking incentives, and governance, its long-term growth is tied to both network adoption and Bitcoin’s journey ahead.

For the same reason, the token is expected to take off once it hits exchanges, especially if the launch aligns with the next crypto super cycle.

While 30% of the token supply is set aside for product development, 20% is reserved for marketing. And product development is progressing steadily, instilling confidence in its future.

Whales have already begun accumulating the token for low prices in the presale, with some transactions worth $379K and $274K.

But there isn’t much time left to buy the token at its current price of $0.013215 and unlock a 46% staking APY.

The price is set to increase in just one day.

Join the $HYPER presale now.

But as always, do your own research before investing in crypto. This is not financial advice.

Authored by Bogdan Patru, Bitcoinist – https://bitcoinist.com/bitcoin-hyper-nears-26m-best-crypto-presale

Senator Elizabeth Warren has formally pushed back against a threatened defamation claim from Changpeng “CZ” Zhao’s legal team, saying any lawsuit would be without merit.

The exchange centers on a social media post Warren made on Oct. 23 and the lawyers’ competing accounts of what her post meant and whether it repeats information already in public records.

Warren’s Lawyer Pushes Back

According to a letter filed by Warren’s attorney, Ben Stafford, the senator relied on public DOJ materials and court records when she commented about the matter.

Stafford wrote that a defamation suit would lack legal basis and that public statements from the US Department of Justice were the source for key factual points.

Reports have disclosed that Stafford’s response stressed First Amendment protections for commentary about public figures.

Warren’s Post And Sources

Based on reports, Warren’s post referenced language that appeared in DOJ disclosures from 2023 and related filings. Those public documents were cited by multiple outlets that obtained the letters exchanged between the parties.

The story has been reported by mainstream and crypto-focused newsrooms, and the primary letters — one demanding a retraction and the other replying — were highlighted as central evidence in the dispute.

CZ pleaded guilty to a criminal money laundering charge and was sentenced to prison.

But then he financed President Trump’s stablecoin and lobbied for a pardon.

Today, he got it.

If Congress does not stop this kind of corruption, it owns it. pic.twitter.com/NsWeaJcVeK

— Elizabeth Warren (@SenWarren) October 23, 2025

CZ’s Legal Demand And The Timeline

CZ’s legal demand was sent by Teresa Goody Guillén, who is identified in coverage as counsel for Zhao, co-founder and former CEO of Binance.

The demand requested a retraction of Warren’s Oct. 23 post and threatened litigation if the post were not removed. CZ publicly said he might sue unless the post was taken down.

On Lawsuits & Pardons

In November 2023, Zhao admitted guilt for not keeping Binance’s Anti-Money Laundering program up to standard, violating the Bank Secrecy Act, and was later sentenced to four months in prison by a Seattle court in April 2024.

Warren later fueled controversy with a post on X claiming Zhao had financed US President Donald Trump’s stablecoin project and sought a pardon, a statement that reignited public debate over Trump’s connection to Binance and his family’s crypto startup, World Liberty Financial.

Legal Hurdles For A Defamation Suit

According to legal commentators quoted in reporting, defamation claims against public figures face a high bar under US law because plaintiffs must show “actual malice” — that a false statement was made knowingly or with reckless disregard for the truth.

That standard was raised in classic Supreme Court rulings and was referenced repeatedly in the coverage as a reason why some lawyers view a suit here as a long shot.

Featured image from Vocal Media, chart from TradingView

Back in September 2025, the Altcoin Season Index, which tracks the performance of the top 100 altcoins against that of Bitcoin, had reached a new yearly peak. This rise had triggered positive sentiment in the market, with calls for the altcoin bull run to finally begin. However, the tide has since turned, and hopes for another altcoin season have been dashed. Now, the index has crashed back downward, moving toward its yearly lows.

Altcoin Season Index Falls To 39 From 78

The Altcoin Season Index on the CoinMarketCap website has declined to a score of 29, representing an over 50% crash from its September highs. Back then, the Altcoin Season Index had climbed to a score of 78, suggesting that altcoins were in a bull market. However, this move was short-lived with the market crash that followed, especially in the month of October.

This index takes into account how the top 100 altcoins by market cap have performed against the Bitcoin price over a 90-day period and uses it to score the chart. The more altcoins are outperforming Bitcoin during this timeframe, the higher the score on the index.

A score of 29 means that only 29 altcoins of the top 100 have seen better performance compared to the Bitcoin price over this 90-day period. The likes of Binance-backed ASTER and ZCASH’s ZEC lead this list after seeing an over 900% increase each during this time.

Interestingly, the Ethereum price appears in the list of altcoins outperforming the market leader, coming in with a 5.18% increase for ETH compared to the 4.32% decline suffered by Bitcoin at the time of writing.

What This Means For Altcoins

The current score of 29 on the Altcoin Season Index represents the poor performance of altcoins over the last few months, as they were especially rocked by the October 10 crash. However, this is not completely bad news for the altcoin market, going by historical performance.

Looking back, a bull run has always begun when the index falls to low levels. Before the September 2025 rally, the Altcoin Season Index had fallen below 40 before marking a bottom. Thus, the current low index score, coupled with market sentiment declining into fear, could suggest that a bottom is close.

Over the past two weeks, the world’s leading cryptocurrency has struggled to break definitively above the $116,000 price mark while also testing the $106,000 support. As Bitcoin consolidates around $110,000, the latest on-chain analysis suggests an exciting outlook despite the recent price struggles.

Why Bitcoin Price Might Soon See Expansion

In a QuickTake post on the CryptoQuant platform, XWIN Research Japan, a crypto research institution, explores the possibility of a price reversal in the Bitcoin market, saying the current consolidation might be representative of asset-building momentum. The institution’s optimistic conjecture relies on readings obtained from three important on-chain metrics.

Firstly, XWIN Research Japan highlights that there has been a sharp drop in Open Interest across futures exchanges since its peak established in September. For context, the open interest is the total number of outstanding futures or options contracts that have not been settled or closed.

A sharp decline in open interest is usually indicative of events referred to as “leverage wipeouts,” where speculative positions are forced out of the market. Historically, a simultaneous decline in open interest alongside the cryptocurrency’s price has often led to market resets, which typically precede sustainable price rallies as a result of growing spot demand.

 

Furthermore, the education and research institution references the Spent Output Profit Ratio (SOPR) metric, which tracks whether investors are predominantly selling at a profit or loss. The SOPR has reportedly found stability around 1.0, meaning that the majority of Bitcoin traders are trading around their cost basis. By extension, this points out that traders are neither in significant profits nor deep in losses.

According to XWIN Research, this is a good sign that points to the end of the previous capitulation phase, and reflects the absorption of short-term holder supply by long-term holder demand.

As all of these unfold underneath the surface, XWIN Research also postulates that liquidity might also be accumulating for the benefit of the flagship cryptocurrency. As reported by the institution, the total amount of the stablecoin ERC-20 in supply has reached an all-time high of approximately $158.8 billion. The crypto research institution speculates that if the market sentiment sees an improvement, as much as $158 billion in ERC-20 might be waiting on the sidelines to contribute upward pressure to Bitcoin’s price.

Related Reading: Bitcoin Options Data Shows Rising Caution Beneath Supposedly Calm Market – Details Bitcoin Price Overview

At the time of writing, Bitcoin is worth about $109,918, with data from CoinMarketCap revealing a slight growth of 0.22% over the past day.