1. Top Trader's Quick Insights
1. Top Trader Pigeon Eugene Ng Ah Sio
(Pigeon not updated)
2. Top Trader Joshua
Updated at 19:58 Beijing time on November 26:
At this relatively quiet moment in the market, I would like to share my views on the MSCI FUD written by Ran Neuner, who is paying attention to me:
1) About the shareholder structure of MSCI
Quote:
"I don't really believe that they would cut off their own wrists (do something detrimental to themselves)."
Who exactly owns MSCI Inc (the company that makes the decision on whether to exclude)?
The top four shareholders of MSCI:
1. Vanguard Group
2. BlackRock
3. State Street
4. Morgan Stanley
The top four shareholders of MicroStrategy ($MSTR):
1. Vanguard Group
2. BlackRock
3. State Street
4. Morgan Stanley
That is to say, the same batch of institutions are simultaneously major shareholders of both MSCI and MSTR. They have no reason to make decisions that go against their own interests.
2) Regarding the relationship between MSTR and ETF
MSTR has always been a tool for institutions to access Bitcoin in a regulated manner. Now that ETFs have come out, this role naturally ends.
The big drop on October 10 was because Trump threatened to impose '100% tariffs on China'; back then, S&P (Standard & Poor's 500
) also fell by 2.7%. So I believe that decline was unrelated to MSTR and not caused by so-called FUD.
In the future, even if MSTR is removed from the index, anyone can still invest in Bitcoin in the same way through ETFs.
Even if MNAV goes down, as long as Bitcoin does not drop to the 30,000 or 40,000 range, MSTR has no logical reason to sell BTC.
Of course, future financing may encounter some difficulties, but if they continue to adopt this financing method like in 2025, I don't think it will be too affected.
(Joshua believes there is no need to worry too much about MSTR being removed from the MSCI index.)
3. Trader RunnerXBT
Updated at 3:25 AM Beijing time on November 26:
Guess which Chinese exchange has been mindlessly dumping (BN).
Oh my goodness... Thursday is a national holiday in the U.S., and the market is only open half a day on Friday. So technically, this is a 'long weekend' lasting nearly 4 days—could be very interesting.
Updated at 6:05 AM Beijing time on November 26:
I will exit my BTC at break-even. I will buy more at 74k because it looks like we are heading there...
(RunnerXBT has been cursing a certain safety recently, he placed a break-even stop loss on the BTC he bought at the bottom a few days ago, planning to bottom out again at 74K.)
4. Top trader Huma
Updated at 8:34 PM Beijing time on November 26:
The Bitcoin bear market will continue until there are clear signs that AI's progress is slowing down.
Before that, marginal funds are more willing to bet on the development of AGI (Artificial General Intelligence) rather than the narrative of fiat currency devaluation.
(Huma believes funds have flowed from BTC to U.S. stock AI sectors, and BTC can only bottom out after the rise of U.S. stock AI slows down.)
5. Top trader Awawat
Updated at 7:11 PM Beijing time on November 26:
The chart of HYPE is basically PvPvE (Player vs Player vs Institutions). Everyone has been trying to surround and attack that big short account with multiple accounts, but after each failure, they start killing each other, liquidating one another...
It really is a battle.
(Awawat believes the HYPE is in a mixed battle.)
II. Paid signal blogger viewpoint express
1.Vivian
Updated at 9:04 PM Beijing time on November 26:
Please end all short positions... there's still a bit of room. We went long on ETH at the New York opening, and the current price is in this area:
The ideal bullish exit point is at 88–89. Prices may fluctuate and rise between 88–92k until the end of the month, depending on the daily closing situation.
Today’s focus range: 85.8–88.
(Vivian believes BTC will oscillate upward to 92K in the next few days.)
2. Wave Theory Liu Yudong
BTC November 26, 2025
15476--124500 this rise ends.
Since August 14, this has been a pullback against it, usually retracing 0.2-0.618 of it, but it is best not to drop below 70993.
From the blue point of 80500, it has not formed a driving wave, nor has it led to a wedge.
SOL has already broken out of a double sawtooth pattern. If the pizza sits back, it may not be decent down to 92030, but this rise will still be considered a rebound unless it breaks out of the driving wave within a day, with strong support at 75200.
Mantou (ZEC) this second wave is also complicated. Due to JPMorgan's suggestion to remove strategy companies from the index, several treasury stocks plummeted. Cyberpunk, as a treasury company for Mantou, was also affected. But Cyberpunk bought Mantou with its own funds, not borrowed money. Definitely a victim of injustice. The adjustment range and time for Mantou is shared with good friends in the figure below:
ZEC November 26, 2025
The likelihood of the y-wave forming a triangle in the combined shape has decreased, and the centroid of the y-wave in a triangle should be higher, not this low.
If the y-wave of the combined shape is not a triangle, it needs to break below the low of the w-wave at 424.
If 750 starts to form a platform shape, the c-wave can be below 424 or above 424, but c-waves forming a terminal wedge is rare.
So the complexity of this adjustment at 750 is increasing, but it has already leaned weak.
469-296 is a normal retracement range.
This adjustment is expected to end before December 26, above 382.
(Liu Yudong believes that the current rise of BTC is merely a weak rebound, and it will be tough to reach 92K. ZEC needs to adjust until December 26, with a bottom above 382.)
3.Arena Team Gauls
Updated at 2:31 AM Beijing time on November 26:
$ONDO buying strategy:
Entry price: current price to 0.48
Target price (TP): the blue area in the figure below
Stop-loss price (SL): the red area in the figure below
Updated at 11:07 AM Beijing time on November 26:
$CAKE trading update:
Non-leveraged has risen +5%, completed +1R profit.
Suggest taking profits to make the position risk-free.
(Gauls gave another ONDO long order in the early morning, floating profit, and the CAKE long order without leverage earned 5%, as expected, took profit.)
4. WWG Team Woods
Updated at 9:43 AM Beijing time on November 26:
Today, it’s just that the execution capability hasn’t kept up, tomorrow is another new day. I placed a BTC limit order just in case an order comes to sweep, but looking at how shaky I am today, I estimate it will go directly to take profit.
Hindsight: I should have placed the stop-loss a bit looser at the time. These small fluctuations added up to quite a bit.
(Woods' previous trade lost money, a BTC long order at 86400 placed this morning has been executed and is currently in profit.)
5. Whale
Updated at 7:52 PM Beijing time on November 26:
This 4-hour chart of BTC could easily show a downward trend. So we need to observe whether it will form a lower low or just print a higher low. As mentioned, it needs some extra time to confirm. But I think it is obvious that it leans towards risk aversion rather than risk preference.
(Whale believes BTC will pull back to around 83K before rebounding.)
6. Commander
Updated at 7:19 AM Beijing time on November 26:
Long BTC stop-loss adjusted to the opening price, if it hits without restarting, if it can retrace to around 85000, can continue to do the rebound.
Updated at 8:33 PM Beijing time on November 26:
In a boring fluctuating market, it's better to watch more and act less; too much activity can lead to self-harm.
(Commander believes that BTC dropping to around 85K can be a good buy.)
7. Elite team Brando (U.S. stocks)
Updated at 9:53 PM Beijing time on November 3:
Good morning everyone!
Futures opened high this morning
If SPX breaks 6800, it can see 6900-6920 in December, preferably SPX holds 6700 today.
QQQ's next target is 613-614, if it breaks through, it can be seen at 618-623, preferably QQQ holds 606 today
META down 3, needs to break 638
AAPL should hold 277, if it breaks, watch 282
NVDA up 3+, focus on 184
HOOD up 6, expected to reach 153 by January
AMZN up 2, next 233
TSLA up 5, target 430-440
PLTR up 2.5, MSFT up 8, target 500
COIN opened slightly higher, but BTC and ETH lagged. BTC needs to stand above 88k, ETH above 3000
ORCL up 9, if it holds 200, the bottom may have appeared
AMD up 6
GOOGL down 4, watching if MSTR can bottom out in early December
SPX assessment:
• Above 6764 bullish (buying call options)
• 6700-6764 fluctuation zone (note)
• Below 6700 bearish (buying put options)
Options suggestion:
• ORCL November 28 210C, call option, preferably above 207
• NVDA November 28 182.5C, call option, preferably above 180
• QQQ November 28 614C, call option, preferably above 612
Currently about 1.4 times fair value
(Brando's viewpoint as above.)
8. Wall Street Abao (U.S. stocks)
Updated from 3:00 to 5:42 AM Beijing time on November 26:
Meta surprisingly became the highest gainer of today’s mega7. I will check the new option data tomorrow morning to reassess Meta's points this week, remember to come back.
Updated at 1:11 PM Beijing time on November 26:
Abao will choose to take profit on meta at the market open tomorrow, and then wait for a pullback to re-enter. Abao believes that tomorrow's market open is suitable for taking profits on meta at this stage, and then waiting for a pullback to re-enter. Tomorrow's open for meta should be around 640, which is a suitable position to take profit. From 584 to 640, this rise is 9.5%.
(Abao's meta stock bought last Friday has been taken for profit today, a gain of 9.5%)
III. Summary
In the past few days, the overall trend has been fluctuating around 87K, and mainstream altcoins have performed better than BTC. The main reason is that institutions in the U.S. and a certain exchange have been selling. Starting Thursday, U.S. institutions will be on holiday. BTC should stabilize tonight and not drop. In the next few days, altcoins are expected to rebound for a few days.
Just a reminder, many exchanges can now trade U.S. stocks directly. If you can't operate, feel free to ask me.
Statement:
The above information is for reference only and is not trading advice. The crypto space is high risk, and participation should be cautious.
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