
Quick: latest crypto market analysis (29 Nov 2025)
Headline view — what’s happening now
Bitcoin is trading around $90–92K after a modest rebound from last week’s low (~$80K). The move looks like a short-term recovery, but November remains a weak month overall. (The Economic Times)
Ethereum sits near $3,000–3,050, holding recent gains but showing muted volatility versus BTC. (CoinDesk)
Market structure & flows: total crypto market cap is near $3T, with on-exchange outflows and rising stablecoin balances pointing to more self-custody and dry powder waiting on the sidelines. That on-exchange rotation is an important liquidity signal. (Binance)
Regulation remains a top macro: U.S. regulators (SEC / “Project Crypto” direction) are actively clarifying how securities law applies to tokens — this continues to be a driver of risk premium and sector rotation. (Reed Smith)
Why prices moved (concise drivers)
Macro sentiment & Fed hopes. Traders are pricing the possibility of a Fed rate cut (or at least slower tightening), which historically helps risk assets — crypto reacts strongly to that narrative. (The Economic Times)
Spot flows & exchange dynamics. Coinbase premium flipping positive and sizeable exchange outflows indicate pockets of buying + self-custody accumulation — bullish if sustained. (CoinDesk)
Derivatives deleveraging & technicals. Volatility in options/futures and filled “fair value gaps” have produced choppy price action — technicals suggest a break above $95K would change the near-term structure.
Regulatory headlines. Clarity or crackdowns from regulators can trigger quick re-rating across altcoins; institutional flows remain cautious until legal frameworks are clearer. (Reed Smith)
Technical snapshot (short term)
BTC: key near-term resistance ~$95K–$98K; support cluster $85K–$88K. A clean weekly close above ~$92K would be constructive; failure to hold $85K risks a deeper retracement. (Investing.com)
Market sentiment & positioning
