NASDAQ EXPANDS LIMITS FOR BLACKROCK'S BITCOIN ETF: OPPORTUNITIES AND LIQUIDITY
🔹 Nasdaq has proposed increasing the limit on IBIT options contracts from the standard 25,000 to as much as 1,000,000 contracts.
🔹 This move opens up opportunities for institutions to trade Bitcoin on a massive scale through BlackRock's ETF, facilitating significant capital inflow into the market.
🔹 IBIT is currently the largest Bitcoin options market in the world by open contracts, indicating the growing appeal of this product.
🔹 Nasdaq assesses that Bitcoin has achieved sufficient liquidity and stability to be traded at a scale comparable to the largest stocks, reflecting the gradual recognition by traditional markets.
💡 Perspective: Raising the contract limit not only helps institutions manage risks and implement complex investment strategies more easily but could also boost liquidity across the Bitcoin market. At the same time, this is a positive signal that Bitcoin ETFs are moving closer to becoming a popular investment tool like stocks or traditional ETFs. $BTC $BARD
The crypto market has regained its green hue as BTC surpassed the $90,000 mark, ETH returned to around $3,000, and most altcoins have simultaneously recovered. The total market capitalization increased by 2.7% to $3.17 trillion.
Market sentiment improved after the probability of the Fed cutting interest rates in December surged to 85% (CME), thanks to the Beige Book report showing a slight decrease in labor demand and moderate inflation.
Additionally, the U.S. has finalized the timing for implementing new regulations to reduce eSLR requirements for G-SIB banks, effective from 1/4/2026. This easing is seen as a positive factor for the market, allowing banks to decrease mandatory reserves and free up additional capital for reinvestment.
Lombard is addressing the biggest bottleneck of Bitcoin: the passivity of capital
Currently, most BTC is "inactive" in cold wallets or on exchanges, generating no cash flow or financial impact. Although Bitcoin has the largest market capitalization, the infrastructure for BTC to participate in the capital market (such as lending, collateral, liquidity...) is almost non-existent.
@Lombard_Finance appears as a bridge to transform BTC from a store of value → an income-generating asset. $BARD $LBTC
The Bear market has 2 types: 1️⃣ Cyclical Bear: Average decline: ~84% Duration: over 2 years
2️⃣ Short-term Bear:
Average decline: ~36% Duration: 2–3 months
Currently, BTC has decreased ~30% from the peak of 126k down to 88k.
The strongest liquidation occurred on 11/10, and it has been 40 days — quite closely matching the duration of the short-term bear.
👉 If in the next month BTC continues to decline beyond 36% without recovering, we will have additional confirmation signs that the market is entering a true downtrend. Crypto winter? → It will be clear in about a month. ⚠️
Lombard Finance has acquired BTC.b, the largest Bitcoin asset on the Avalanche network (TVL ~580M USD). Instead of creating a new standard and competing, Lombard chose to unify the BTC-Fi standard by acquiring existing assets that have been widely used.
BTC.b is important because: It is deeply integrated into Aave, GMX, Benqi. The usage rate in DeFi is very high (76%). It is the most reputable BTC asset on the AVAX network.
After the acquisition, Lombard will upgrade BTC.b: 1️⃣ Stronger security with a multi-layer authentication model. 2️⃣ Multi-chain expansion to Ethereum, Solana, MegaETH, Katana. 3️⃣ Minting directly from the original BTC, more user-friendly, faster capital flow.
Greater impact Lombard has a strong presence across many networks (Solana, Sui, MegaETH…). The unification of BTC.b helps Lombard become the multi-chain BTC-Fi standard, creating "a unified Bitcoin economy" with seamless liquidity across chains. $BARD
📌 Market Summary – 20/11/2025 (Brief version) Market sentiment weakened due to reduced expectations for interest rate cuts, while Nvidia's better-than-expected earnings helped risky assets recover slightly. 1. Highlights - Macroeconomics: The Fed meeting minutes show a divided internal view, with the probability of a 25bps cut in December dropping to ~30%. US stocks surged thanks to Nvidia expectations, with both Q3 results and Q4 guidance far exceeding forecasts. - Crypto: Bitcoin fell below 90,000 USD but rebounded to 92,000 USD after Nvidia news, down slightly 1.51% on the day. Fear & Greed Index: 11 – Extreme Fear. 2. Project updates - Trending: USELESS, DASH, LINEA - Privacy: STRK, ZEC, DASH, ZK, ROSE - INJ: Launching a new buyback program tomorrow - ONDO: Approved by the EU to provide shares & tokenized ETFs in Europe 3. Key metrics to watch Crypto Fear & Greed: 11 (down from 15) 4. Unlock today: ZRO: 7.29% circulating supply (~38.3M USD) KAITO: 2.97% (~6.4M USD) 5. Macroeconomics & Policy Nvidia: Q3 revenue & Q4 forecast significantly exceeded expectations BLS: Cancels October NFP report; November report postponed to 16/12 Fed: Strong internal disagreement over interest rate cut decision 6. Industry highlights - KuCoin opens headquarters in Sydney, appoints James Pinch as MD - BlackRock IBIT records a record outflow of 523M USD - Base: Jesse launches jesse token today - Citi: Recommends “Buy” for the company holding BTC Strategy - Fidelity International buys 3M shares of MetaPlanet (~7.42M USD) - Naver will decide on the proposal to acquire Dunamu (Upbit) next week
$ETH IS HEADING BACK TO THE BUYING ZONE BUT THE MARKET STILL HOLDS ITS BREATH 🌻
ETH has dropped nearly 20% in November, from 3,900 USD down to around 3,000 USD – creating a series of lower highs/lower lows and making market sentiment quite fragile. Although signs of accumulation have appeared, most traders are still on the sidelines waiting for clearer signals before committing funds.
This phase is quite sensitive, everyone should observe closely 🐳🐳
FED PREPARES TO RESUME ASSET PURCHASES – BUT NOT QE!
Federal Reserve Chairman John Williams stated that the Fed may soon begin buying bonds, despite just announcing a halt to balance sheet reduction from 1/12.
➡️ Not for easing, but to supplement liquidity as bank reserves are running low, and repo rates are fluctuating significantly.
The Fed is concerned about the system lacking short-term cash – if no intervention occurs, the overnight lending market may easily become "clogged" like in 2019.
In summary: The Fed is preparing to inject money back into the system, but in a "technical" manner, not changing interest rate policy. This is a signal that liquidity will improve, but not QE stimulus.
📌 Buffett quietly bought more Google in Q3/2025 – The most notable point in this quarter's portfolio
While Buffett continues to sell off Apple, Bank of America, DaVita…, the highlight lies in GOOGL – Alphabet:
🔍 Buffett BUY Google Increased allocation +1.62% Average purchase price: ~$144/share Total holding value: $4.6B This is the second consecutive quarter Buffett has increased his position in Google
📈 Why did Google catch Buffett's eye? AI + Search is still a "money printer"→ Despite ChatGPT & AI competition, Google still holds >90% of the global search market. More attractive valuation compared to other Big Tech AI→ Lower P/E than NVDA, MSFT, META. Cloud & YouTube continue steady growth Buffett rarely buys Big Tech, so choosing Google is significant:→ He is betting on practical AI, generating money, not hype. ⚠️ Google only accounts for ~1.6% of the portfolio, but the additional purchase indicates: ➡️ Buffett chooses Google over NVDA, META or Tesla ➡️ Prioritizing sustainable companies, real profits, not following fleeting trends
🔥 MARKET ANALYSIS – Saturday, 15/11/2025 🕯 Main trend: BTC – Altcoin – Gold rebounded then dropped again
🟠 BTC Range ~2,000$ Below the downtrend line, volume gradually weakens ➡️ The larger trend is still downward – stand aside and observe
🟣 ETH Reacting around 3,100$ Volume decreasing, no new trend yet ➡️ Wait for signals – avoid trading in the range
🟡 BNB Creating 2 bottoms H4 but rebound force is weak ➡️ Prioritize SHORT – but wait for BTC confirmation
🟤 Gold (XAU) Wick swept to 4,040$ – currently sideways 4,080$ ➡️ Scenario: Lightly rebound to 4,120$ then dump below 4,000$ ⏳ Quick trade: SMALL LONG at 4,080$ → SL 4,075$ → TP 4,120$
📌 Special deal – DCA LONG BTC Futures 10x 94,653$ (20%) has risen 92,639$ (40%) 89,939$ (40%) ⚠️ No FOMO – prioritize waiting for clear signals.
Imagine being the Market Maker of $ZEC, with the potential to push the price up to $880.
🔴 Shorters are hesitant to enter → Price is likely to approach $1,000
🟢 Longers are also afraid of FOMO → The more they doubt, the more they want to chase long positions
Loss threshold: $920 – surpassing this level means game over.
Currently, the market has formed 2 peaks, and the crowd's sentiment is extremely confident in 'reading the market' – the funding rate of -0.07% indicates that players are leaning towards shorting. Are you playing $ZEC?
Binance Integrates @BlackRock's BUIDL Fund as Collateral Asset
@binance officially accepts the BlackRock BUIDL Fund (tokenized by @Securitize) as an off-exchange collateral asset for institutional clients.
🔑 Key Points - Institutions can hold BUIDL at a third-party custodian while still trading on Binance, reducing counterparty risk. - BUIDL will launch a new share class on the BNB Chain, expanding the ability to tokenize traditional assets into DeFi. -> This is the first yield-bearing tokenized asset supported by Binance as collateral.
🧩 Benefits for Institutions - Earn USD interest on BUIDL - Use it as trading margin without needing to transfer assets to the exchange - Comply with banking standards – fitting within the organization's risk management framework
🌐 Market Significance - Another legally tokenized RWA used in crypto trading - Reflects the trend of traditional finance × blockchain moving into practical application, no longer just an experiment
🇦🇺 Australia – the leading country in cryptocurrency asset management is collaborating with Vietnam! 🇻🇳
The Vietnam Securities Commission recently had a working session with the Australian Securities and Investments Commission (ASIC) – regarded as one of the top authorities in the world for cryptocurrency asset supervision & fintech.
💬 The Chairman of ASIC congratulated Vietnam on officially being upgraded to an emerging market, while also sharing experiences in managing the cryptocurrency asset market – a field where Australia is ahead.
🔥 Vietnam is about to pilot the cryptocurrency asset trading market, so according to you all – what can Vietnam learn from Australia's model?
The biggest debate that the community is looking forward to Bitcoin vs Crypto Gold – Who will take the crown?
Two top speakers in the industry will face off directly ⚡ The future of digital assets ⚡ The difference between "traditional" and "decentralized" store of value ⚡ Can tokenized gold compete with Bitcoin?
📍 Dubai – Coca-Cola Arena 🗓 3–4/12/2025
Promising to be a debate not to be missed for anyone interested in crypto and digital assets! 🚀
Feeling proud to see a Vietnamese city: Da Nang partnering with Tether to advance blockchain-powered digital governance and infrastructure! 🇻🇳✨
This marks a strong step forward for Vietnam in embracing the future of technology, where blockchain goes beyond finance to power transparency, governance, and sustainable development. Hopefully, this will be the beginning of more real-world blockchain applications in our country. 🤓