Biteye
Verified Creator
Gateway to Web3 investing. 推特@biteyecn
0 Following
13.5K+ Followers
7.2K+ Liked
651 Shared
See original
Five charts to help you understand: Where has the market gone after each policy storm?
Abstract: The familiar script has returned - after this regulatory crackdown, is it a precursor to a downturn with storm clouds gathering, or another starting point of 'bad news fully priced in'? Let us understand the trajectory after the storm through five key policy nodes.
Author: Viee, Amelia, Denise I Biteye Content Team
Recently, the seven major financial associations in the mainland released the latest risk warning, naming various virtual assets such as stablecoins, RWA, and air coins. Currently, while Bitcoin has not shown significant fluctuations, the recent market sentiment has cooled, accounts have shrunk, and the off-market discount of USDT has reminded people of the scenes during the past rounds of policy tightening.
Author: Viee, Amelia, Denise I Biteye Content Team
Recently, the seven major financial associations in the mainland released the latest risk warning, naming various virtual assets such as stablecoins, RWA, and air coins. Currently, while Bitcoin has not shown significant fluctuations, the recent market sentiment has cooled, accounts have shrunk, and the off-market discount of USDT has reminded people of the scenes during the past rounds of policy tightening.
See original
Secondary Market Daily Report 20251209
Market Trends
The current cryptocurrency market shows overall cautious sentiment, with low retail participation. Although $BTC has rebounded to around $94,000, market momentum and confidence are still being rebuilt. The current market is dominated by institutional capital, and the lack of retail inflow may limit sustainable increases, requiring careful assessment of the sustainability of the recovery.
Mainstream Coins
$BTC
Short-term lagging risks, but the CFTC collateral pilot enhances its institutional status. Exchange inventory is at a five-year low, and high-net-worth investors continue to increase their holdings. If the support level holds, there may be opportunities for low-cost entry.
$ETH
With bullish opportunities. BlackRock's ETF application and the CFTC collateral pilot enhance its institutional recognition. EF reform, BitMine accumulation, and the zkSync plan boost the fundamentals, while the slowdown in whale bullishness and ETF outflows alleviated previous pressures.
The current cryptocurrency market shows overall cautious sentiment, with low retail participation. Although $BTC has rebounded to around $94,000, market momentum and confidence are still being rebuilt. The current market is dominated by institutional capital, and the lack of retail inflow may limit sustainable increases, requiring careful assessment of the sustainability of the recovery.
Mainstream Coins
$BTC
Short-term lagging risks, but the CFTC collateral pilot enhances its institutional status. Exchange inventory is at a five-year low, and high-net-worth investors continue to increase their holdings. If the support level holds, there may be opportunities for low-cost entry.
$ETH
With bullish opportunities. BlackRock's ETF application and the CFTC collateral pilot enhance its institutional recognition. EF reform, BitMine accumulation, and the zkSync plan boost the fundamentals, while the slowdown in whale bullishness and ETF outflows alleviated previous pressures.
See original
Secondary Market Daily Report 20251208
Market Trends
The cryptocurrency market is characterized by high volatility and strong uncertainty. Influenced by regulatory policies, institutional investment sentiment, and macroeconomic factors, the prices of mainstream cryptocurrencies like Bitcoin have been fluctuating recently. Some investors are optimistic about long-term potential, but there are also views that the market carries a significant bubble risk. Caution is advised in assessing risks.
Mainstream Coins
$BTC
The main forces are stabilizing the weekly support, with no new bullish positions above $90,000. The exchange inventory is at a five-year low, and high-net-worth investors continue to increase their holdings, indicating long-term investment value. It is recommended to hold low-positioned spot assets and avoid temporarily chasing high prices.
The cryptocurrency market is characterized by high volatility and strong uncertainty. Influenced by regulatory policies, institutional investment sentiment, and macroeconomic factors, the prices of mainstream cryptocurrencies like Bitcoin have been fluctuating recently. Some investors are optimistic about long-term potential, but there are also views that the market carries a significant bubble risk. Caution is advised in assessing risks.
Mainstream Coins
$BTC
The main forces are stabilizing the weekly support, with no new bullish positions above $90,000. The exchange inventory is at a five-year low, and high-net-worth investors continue to increase their holdings, indicating long-term investment value. It is recommended to hold low-positioned spot assets and avoid temporarily chasing high prices.
See original
5 Minutes to Understand the 17 Projects Debuting in EASY S2
@yzilabs has just announced 17 projects incubated in Season 2! The editor spent 3 hours carefully studying and compiled a 5-minute rapid analysis version based on social data from @xhunt_ai
1. Prediction Market
http://42.space @42space
Trade real-world events like trading Memecoins (based on Bonding Curve asset issuance protocol for prediction markets).
Similar projects: Noise, Melee
X Popularity:
Official Twitter XHunt Ranking: 6228
Founder XHunt Ranking: 4224 @Leozayaat
http://Predict.fun @predictdotfun
A prediction market that combines DeFi gameplay, supporting not only predictions on event outcomes but also allowing participants to enjoy DeFi profits during the process.
1. Prediction Market
http://42.space @42space
Trade real-world events like trading Memecoins (based on Bonding Curve asset issuance protocol for prediction markets).
Similar projects: Noise, Melee
X Popularity:
Official Twitter XHunt Ranking: 6228
Founder XHunt Ranking: 4224 @Leozayaat
http://Predict.fun @predictdotfun
A prediction market that combines DeFi gameplay, supporting not only predictions on event outcomes but also allowing participants to enjoy DeFi profits during the process.
See original
A recap of the Binance Blockchain Week observations, what major signals are there?
In recent days, the crypto community has been paying attention to Binance's BBW, with a lot of information!
Sister Yi has officially become the co-CEO of Binance, and CZ even personally clashed with 'Gold Godfather' Peter Schiff, drawing a crowd and making it very exciting.
We have sorted out several key on-site signals and observations from the conference to help you review this grand event:
1. He Yi has become the co-CEO, and Binance's goal is to become a Big Name of the era.
In her speech at the Binance Blockchain Week, He Yi shared her journey from supermodel dreams to entering the crypto industry, stating that 'Bitcoin opened a new world for me.' She emphasized that Binance's goal is not just to make money, but to 'create history' and become a Big Name of the era.
Sister Yi has officially become the co-CEO of Binance, and CZ even personally clashed with 'Gold Godfather' Peter Schiff, drawing a crowd and making it very exciting.
We have sorted out several key on-site signals and observations from the conference to help you review this grand event:
1. He Yi has become the co-CEO, and Binance's goal is to become a Big Name of the era.
In her speech at the Binance Blockchain Week, He Yi shared her journey from supermodel dreams to entering the crypto industry, stating that 'Bitcoin opened a new world for me.' She emphasized that Binance's goal is not just to make money, but to 'create history' and become a Big Name of the era.
See original
Secondary Market Daily Report 20251205
Market trend
The cryptocurrency market is currently overall weak, with Bitcoin having pulled back over 35% from its peak. The market structure is similar to the early stage of the 2022 bear market, but the Federal Reserve may shift to easing (ending QT or lowering interest rates), combined with significant oversold indicators for Bitcoin, which may lay the groundwork for a rebound. Attention should be paid to the volatility risk brought by the Federal Reserve and Bank of Japan's interest rate decisions in December.
Mainstream coins
$BTC
Bullish opportunity. The U.S. is expanding adoption, institutions are accumulating, and non-liquid supply has reached a new high. Currently, patience is required to avoid impulsive trading amid triangle convergence and option expiration volatility.
The cryptocurrency market is currently overall weak, with Bitcoin having pulled back over 35% from its peak. The market structure is similar to the early stage of the 2022 bear market, but the Federal Reserve may shift to easing (ending QT or lowering interest rates), combined with significant oversold indicators for Bitcoin, which may lay the groundwork for a rebound. Attention should be paid to the volatility risk brought by the Federal Reserve and Bank of Japan's interest rate decisions in December.
Mainstream coins
$BTC
Bullish opportunity. The U.S. is expanding adoption, institutions are accumulating, and non-liquid supply has reached a new high. Currently, patience is required to avoid impulsive trading amid triangle convergence and option expiration volatility.
See original
Secondary Market Daily Report 20251204
Market Trend
The current cryptocurrency market presents a mixed situation of bulls and bears. With the Federal Reserve ending quantitative tightening, rising expectations of interest rate cuts, and funds from institutions like Vanguard entering the market, market sentiment is improving, and Bitcoin has returned to $93,000. Optimistic analysts predict that the bear market may end, but caution is needed as liquidity has not fundamentally improved and there are risks of large holders reducing their positions; the market may continue to fluctuate in the short term.
Mainstream Cryptocurrencies
$BTC
Currently at a critical point. The stable holdings of Trump-associated companies and chip structure are positive factors, but the decline of USDT brings psychological pressure. It is not advisable to chase high prices or rush to bottom-fish; we need to wait for a breakthrough of key resistance to seize trading opportunities.
The current cryptocurrency market presents a mixed situation of bulls and bears. With the Federal Reserve ending quantitative tightening, rising expectations of interest rate cuts, and funds from institutions like Vanguard entering the market, market sentiment is improving, and Bitcoin has returned to $93,000. Optimistic analysts predict that the bear market may end, but caution is needed as liquidity has not fundamentally improved and there are risks of large holders reducing their positions; the market may continue to fluctuate in the short term.
Mainstream Cryptocurrencies
$BTC
Currently at a critical point. The stable holdings of Trump-associated companies and chip structure are positive factors, but the decline of USDT brings psychological pressure. It is not advisable to chase high prices or rush to bottom-fish; we need to wait for a breakthrough of key resistance to seize trading opportunities.
See original
Secondary Market Daily Report 20251203
Market Trend
The overall cryptocurrency market is currently showing a mix of bullish and bearish trends. As the Federal Reserve ends quantitative tightening, expectations for interest rate cuts rise, and institutional funds enter the market, sentiment improves, bringing Bitcoin back to $93,000. Optimistic analysts predict the bear market may end, but caution is necessary due to the lack of fundamental improvement in liquidity and the risk of large investors reducing their holdings; the market may continue to fluctuate in the short term.
Mainstream Coins
$BTC
Breaking the resistance of $91,000-$93,000, the monthly line is strengthening. Predictions show a 59% probability of returning to $100,000 by the end of the year, with U.S. banks allowing a 4% allocation, easing liquidity, and short-term bulls dominating. Watch for buying opportunities after corrections, while being cautious of insufficient liquidity in altcoins.
The overall cryptocurrency market is currently showing a mix of bullish and bearish trends. As the Federal Reserve ends quantitative tightening, expectations for interest rate cuts rise, and institutional funds enter the market, sentiment improves, bringing Bitcoin back to $93,000. Optimistic analysts predict the bear market may end, but caution is necessary due to the lack of fundamental improvement in liquidity and the risk of large investors reducing their holdings; the market may continue to fluctuate in the short term.
Mainstream Coins
$BTC
Breaking the resistance of $91,000-$93,000, the monthly line is strengthening. Predictions show a 59% probability of returning to $100,000 by the end of the year, with U.S. banks allowing a 4% allocation, easing liquidity, and short-term bulls dominating. Watch for buying opportunities after corrections, while being cautious of insufficient liquidity in altcoins.
See original
Secondary Market Daily Report 20251202
Market Trends
The cryptocurrency market has recently experienced a significant decline, with the core reason believed to be a lack of buying rather than macroeconomic headwinds, leading to fragile liquidity. Some analysts (such as Arca CIO) hold a bearish view; however, the Tom Lee team and others are optimistic that the next two months present a buying opportunity at lower prices, expecting a rebound. Overall market sentiment is panic-driven, but the fundamentals have not completely deteriorated.
Mainstream Coins
$BTC
Currently focused on swing opportunities. If the monthly line closes below the midline, there is a risk of falling to $55,000. $82,000 and $75,000 are key support levels. BlackRock ETF launches Vanguard, and Grayscale expects new highs next year, providing an attractive risk-reward ratio.
The cryptocurrency market has recently experienced a significant decline, with the core reason believed to be a lack of buying rather than macroeconomic headwinds, leading to fragile liquidity. Some analysts (such as Arca CIO) hold a bearish view; however, the Tom Lee team and others are optimistic that the next two months present a buying opportunity at lower prices, expecting a rebound. Overall market sentiment is panic-driven, but the fundamentals have not completely deteriorated.
Mainstream Coins
$BTC
Currently focused on swing opportunities. If the monthly line closes below the midline, there is a risk of falling to $55,000. $82,000 and $75,000 are key support levels. BlackRock ETF launches Vanguard, and Grayscale expects new highs next year, providing an attractive risk-reward ratio.
See original
After the tide recedes: Which Web3 projects continue to earn money
Abstract: This article reviews crypto projects with real cash flow and reveals their profit logic.
Author: Biteye core contributor @viee7227
After the bubble bursts, what is the bottom line for the survival of crypto projects?
In an era where everything could tell a story and be overvalued, cash flow seemed unnecessary. But now it's different.
VCs are retreating, and liquidity is tightening. In such a market environment, whether one can make money or have positive cash flow has become the first screening criterion for assessing the project's fundamentals.
In contrast to some other projects, relying on stable income to traverse the cycle. According to DeFiLlama data, in October 2025, the top three crypto projects by income could generate monthly revenues of $688 million (Tether), $237 million (Circle), and $102 million (Hyperliquid).
Author: Biteye core contributor @viee7227
After the bubble bursts, what is the bottom line for the survival of crypto projects?
In an era where everything could tell a story and be overvalued, cash flow seemed unnecessary. But now it's different.
VCs are retreating, and liquidity is tightening. In such a market environment, whether one can make money or have positive cash flow has become the first screening criterion for assessing the project's fundamentals.
In contrast to some other projects, relying on stable income to traverse the cycle. According to DeFiLlama data, in October 2025, the top three crypto projects by income could generate monthly revenues of $688 million (Tether), $237 million (Circle), and $102 million (Hyperliquid).
See original
Secondary Market Daily Report 20251201
Market Trends
The cryptocurrency market has seen a significant decline recently, with $140 billion in market value evaporating over the past 4 hours. This is mainly due to increased regulation, expectations of interest rate hikes by the Bank of Japan leading to tightening global liquidity, and heightened volatility from market deleveraging. While some opinions suggest this is a normal correction in a bull market, market sentiment is currently in extreme fear, and it may continue to be under pressure in the short term.
Mainstream Coins
$BTC
Dropped below $86,000, mainly affected by the contraction of yen carry trades. However, global liquidity may shift towards expansion, and a short-term pullback could present a buying opportunity. Investors should pay attention to Federal Reserve speeches and trends in December.
The cryptocurrency market has seen a significant decline recently, with $140 billion in market value evaporating over the past 4 hours. This is mainly due to increased regulation, expectations of interest rate hikes by the Bank of Japan leading to tightening global liquidity, and heightened volatility from market deleveraging. While some opinions suggest this is a normal correction in a bull market, market sentiment is currently in extreme fear, and it may continue to be under pressure in the short term.
Mainstream Coins
$BTC
Dropped below $86,000, mainly affected by the contraction of yen carry trades. However, global liquidity may shift towards expansion, and a short-term pullback could present a buying opportunity. Investors should pay attention to Federal Reserve speeches and trends in December.
See original
12 tools, 5 renowned KOLs, a comprehensive overview of on-chain monitoring methods!
The current market is highly volatile, and there is great attention on large on-chain movements, especially potential sell-off behaviors.
Therefore, efficient on-chain monitoring tools and KOLs have become essential prerequisites for us to capture market signals and gain key insights.
The following is a systematic overview of Biteye's on-chain monitoring methods.
EVM monitoring tools:
1.@DeBankDeFi: The preferred asset tracking tool for EVM, which can track the transaction status of addresses.
2.@arkham: A cryptocurrency intelligence platform that helps users track fund flows and analyze market behaviors.
3.@nansen_ai: Smart wallet tracking and multi-chain labeled data that helps users detect the inflow and outflow of smart money on-chain.
Therefore, efficient on-chain monitoring tools and KOLs have become essential prerequisites for us to capture market signals and gain key insights.
The following is a systematic overview of Biteye's on-chain monitoring methods.
EVM monitoring tools:
1.@DeBankDeFi: The preferred asset tracking tool for EVM, which can track the transaction status of addresses.
2.@arkham: A cryptocurrency intelligence platform that helps users track fund flows and analyze market behaviors.
3.@nansen_ai: Smart wallet tracking and multi-chain labeled data that helps users detect the inflow and outflow of smart money on-chain.
See original
Secondary Market Daily Report 20251128
Market trend
Although the cryptocurrency market is extremely volatile in the short term, mainstream coins like $BTC face critical support level battles, and downwards risks should be heeded; however, the market tone remains optimistic in the long run. The core driving force lies in the expected release of macro liquidity and the structural support provided by institutional allocation. Investors are advised to pay attention to macro signals and use short-term pullbacks for low-position layouts.
Mainstream coins
$BTC
Short-term may welcome a rise. Whales are closing short positions to go long, institutions are continuously increasing their holdings, and there’s a net outflow from exchanges. VanEck believes that $70,000 and $78,000 are ideal entry points. Currently, attention should be paid to the breakthrough situation at $91,000; if it stabilizes, it is expected to explore $96,000-$98,000.
Although the cryptocurrency market is extremely volatile in the short term, mainstream coins like $BTC face critical support level battles, and downwards risks should be heeded; however, the market tone remains optimistic in the long run. The core driving force lies in the expected release of macro liquidity and the structural support provided by institutional allocation. Investors are advised to pay attention to macro signals and use short-term pullbacks for low-position layouts.
Mainstream coins
$BTC
Short-term may welcome a rise. Whales are closing short positions to go long, institutions are continuously increasing their holdings, and there’s a net outflow from exchanges. VanEck believes that $70,000 and $78,000 are ideal entry points. Currently, attention should be paid to the breakthrough situation at $91,000; if it stabilizes, it is expected to explore $96,000-$98,000.
See original
Secondary Market Daily Report 20251127
Market Trend
The current cryptocurrency market is highly volatile, with significant long and short divergences. In the short term, one should be cautious of the downside risks brought by the battle for the support level of $BTC, but the long-term market tone is optimistic. The core driving force is the expected release of macro liquidity and the structural support provided by institutional allocations. It is recommended to pay attention to macro signals and to accumulate positions on dips.
Mainstream Coins
$BTC
Currently, attention should be paid to whether it can stabilize above $92,000 and break through the upper resistance; otherwise, it may drop to $70,000. Large transfers by SpaceX and the downgrade of USDT ratings add uncertainty, leading to significant short-term volatility. In the long run, macro liquidity and institutional allocations remain key, and one can look for accumulation opportunities on dips.
The current cryptocurrency market is highly volatile, with significant long and short divergences. In the short term, one should be cautious of the downside risks brought by the battle for the support level of $BTC, but the long-term market tone is optimistic. The core driving force is the expected release of macro liquidity and the structural support provided by institutional allocations. It is recommended to pay attention to macro signals and to accumulate positions on dips.
Mainstream Coins
$BTC
Currently, attention should be paid to whether it can stabilize above $92,000 and break through the upper resistance; otherwise, it may drop to $70,000. Large transfers by SpaceX and the downgrade of USDT ratings add uncertainty, leading to significant short-term volatility. In the long run, macro liquidity and institutional allocations remain key, and one can look for accumulation opportunities on dips.
See original
Review of 10 Predictions by ETH Bull Jack @Jackyi_ld: Contrarian or Genius?
We have reviewed the tweets from the founder of Liquid Capital, Jack, regarding his statements on ETH prices over the past six months:
June 11: Predicted ETH $3,000-$4,000, and ETH subsequently rose to over $4,000✅
August 12: Suggested allocating 10% of assets to ETH, target $4,800, which was later approached✅
August 26: Indicated that the best buy points for a pullback were $4,100–4,300, and the market rebounded✅
August 30: Set a ten-year target price for ETH at $14,000, benefiting from the narrative of financial infrastructure❓
September 11: Humorously expressed confidence in ETH reaching $10,000❓
November 5: ETH fell to $3,200–3,300, still a buy, optimistic about the late November market❓
November 6: Predicted a 20% probability of a pullback for ETH, a 50% probability of breaking through $4,000, and a 30% probability of breaking through $5,000 by the end of the year❓
November 9: Announced a target of $7,000 for this bull market❓
November 21: ETH dropped to $3,000, suggested it could be a good buying opportunity❓
November 23: ETH touched $2,700, stated "fully invested in ETH," and provided three key allocation lines❓
These tweets mention specific price ranges, position suggestions, or trend judgments. From the results, it appears that short-term judgments mostly went in the right direction, while medium to long-term targets (such as $7,000 / $10,000 / $14,000) cannot be validated at this time.
This summary does not constitute investment advice; please reference it rationally.
We have reviewed the tweets from the founder of Liquid Capital, Jack, regarding his statements on ETH prices over the past six months:
June 11: Predicted ETH $3,000-$4,000, and ETH subsequently rose to over $4,000✅
August 12: Suggested allocating 10% of assets to ETH, target $4,800, which was later approached✅
August 26: Indicated that the best buy points for a pullback were $4,100–4,300, and the market rebounded✅
August 30: Set a ten-year target price for ETH at $14,000, benefiting from the narrative of financial infrastructure❓
September 11: Humorously expressed confidence in ETH reaching $10,000❓
November 5: ETH fell to $3,200–3,300, still a buy, optimistic about the late November market❓
November 6: Predicted a 20% probability of a pullback for ETH, a 50% probability of breaking through $4,000, and a 30% probability of breaking through $5,000 by the end of the year❓
November 9: Announced a target of $7,000 for this bull market❓
November 21: ETH dropped to $3,000, suggested it could be a good buying opportunity❓
November 23: ETH touched $2,700, stated "fully invested in ETH," and provided three key allocation lines❓
These tweets mention specific price ranges, position suggestions, or trend judgments. From the results, it appears that short-term judgments mostly went in the right direction, while medium to long-term targets (such as $7,000 / $10,000 / $14,000) cannot be validated at this time.
This summary does not constitute investment advice; please reference it rationally.
See original
Secondary Market Daily Report 20251126
Market Trends
The current cryptocurrency market shows a volatile trend, with significant price fluctuations in mainstream coins like Bitcoin and Ethereum, leading to a divided market sentiment. Some investors are optimistic about long-term potential, believing that technological development and institutional adoption will drive growth; while others are concerned about regulatory risks and short-term speculative bubbles. The overall trend still needs to observe macroeconomic and policy changes.
Mainstream Coins
$BTC
On Monday, there was a rebound, but the spot ETF data is poor, and BlackRock is selling (other institutions are net inflows). There may be a short-term pullback, but in the long term, Metaplanet and others continue to increase holdings, and after the halving, there may be a more crazy market. It is not advisable to chase high prices currently; pay attention to the support level of $80,000.
The current cryptocurrency market shows a volatile trend, with significant price fluctuations in mainstream coins like Bitcoin and Ethereum, leading to a divided market sentiment. Some investors are optimistic about long-term potential, believing that technological development and institutional adoption will drive growth; while others are concerned about regulatory risks and short-term speculative bubbles. The overall trend still needs to observe macroeconomic and policy changes.
Mainstream Coins
$BTC
On Monday, there was a rebound, but the spot ETF data is poor, and BlackRock is selling (other institutions are net inflows). There may be a short-term pullback, but in the long term, Metaplanet and others continue to increase holdings, and after the halving, there may be a more crazy market. It is not advisable to chase high prices currently; pay attention to the support level of $80,000.
See original
🤔Can buybacks really "pump the price"? This data can refute most projects.
In the past few months, multiple projects have announced "token buybacks", but buybacks do not equal price increases!
We have compiled the price changes of several buyback projects and found significant variations in the results:
🔺The best-performing is the Perp DEX track:
- @HyperliquidX: average buyback price 21.5, current price 31.2, increase over 45%
- @Aster_DEX: increased by 4.6% from the buyback to now
🔻In contrast, the Launchpad track generally experiences "buy and then drop":
- @believeapp dropped by as much as 90%
- Leader @Pumpfun also fell by 58%
- The only exception is @clanker_world, which, with the support of the Farcaster community + enabling the fee switch, achieved a counter-trend increase.
As for those old-school DeFi projects, even with buybacks, it is hard to withstand the impact of market downturns; most coin prices are still fluctuating within a narrow range, lacking a clear direction.
Overall, buybacks themselves are not the key to determining price trends; the effectiveness depends on how the market interprets them. Feel free to add projects with significant price changes after buybacks in the comments!
👇
In the past few months, multiple projects have announced "token buybacks", but buybacks do not equal price increases!
We have compiled the price changes of several buyback projects and found significant variations in the results:
🔺The best-performing is the Perp DEX track:
- @HyperliquidX: average buyback price 21.5, current price 31.2, increase over 45%
- @Aster_DEX: increased by 4.6% from the buyback to now
🔻In contrast, the Launchpad track generally experiences "buy and then drop":
- @believeapp dropped by as much as 90%
- Leader @Pumpfun also fell by 58%
- The only exception is @clanker_world, which, with the support of the Farcaster community + enabling the fee switch, achieved a counter-trend increase.
As for those old-school DeFi projects, even with buybacks, it is hard to withstand the impact of market downturns; most coin prices are still fluctuating within a narrow range, lacking a clear direction.
Overall, buybacks themselves are not the key to determining price trends; the effectiveness depends on how the market interprets them. Feel free to add projects with significant price changes after buybacks in the comments!
👇
See original
Secondary Market Daily 20251125
Market Trends
The overall cryptocurrency market is rebounding due to rising expectations of an interest rate cut by the Federal Reserve (with a probability increasing to 81%). As a core asset, $BTC benefits from expectations of liquidity overflow, while altcoins may experience a catch-up rally. Trading volume and RWA narratives are strengthening. However, market uncertainties remain, such as the results of the December FOMC meeting, the release of dot plots, and regulatory risks, so caution is needed regarding short-term volatility.
Mainstream Currency
$BTC
A rebound may be on the horizon. Government assistance for AI has triggered expectations of money printing, benefiting devaluation trades. Despite the appearance of a gravestone doji on the 4-hour chart, caution is advised, but the latest dovish interest rate cut expectations have exceeded 85%, and liquidity is returning. Institutions like BlackRock are increasing their holdings, and Arthur Hayes believes it won't drop below $80,000. Short-term resistance is focused on $88,000-$89,000.
The overall cryptocurrency market is rebounding due to rising expectations of an interest rate cut by the Federal Reserve (with a probability increasing to 81%). As a core asset, $BTC benefits from expectations of liquidity overflow, while altcoins may experience a catch-up rally. Trading volume and RWA narratives are strengthening. However, market uncertainties remain, such as the results of the December FOMC meeting, the release of dot plots, and regulatory risks, so caution is needed regarding short-term volatility.
Mainstream Currency
$BTC
A rebound may be on the horizon. Government assistance for AI has triggered expectations of money printing, benefiting devaluation trades. Despite the appearance of a gravestone doji on the 4-hour chart, caution is advised, but the latest dovish interest rate cut expectations have exceeded 85%, and liquidity is returning. Institutions like BlackRock are increasing their holdings, and Arthur Hayes believes it won't drop below $80,000. Short-term resistance is focused on $88,000-$89,000.
See original
BTC drops to over 80,000, is the market really bearish?
In the past month, the market has slid from extreme greed to extreme fear.
We have gathered the latest opinions from 12 analysts, traders, influencers, and institutions to see how they assess the market outlook.
In the past month, the market has slid from extreme greed to extreme fear.
Bullish
Tom Lee, Chairman of BitMine @fundstrat, tweeted that this drop may be due to large players targeting the balance sheets of market makers, intending to trigger forced liquidations and cascading liquidations. He believes this is a short-term pain and will not change the ETH super cycle, but he warns that it is not suitable to leverage at the moment and expects the market to recover after Thanksgiving.
We have gathered the latest opinions from 12 analysts, traders, influencers, and institutions to see how they assess the market outlook.
In the past month, the market has slid from extreme greed to extreme fear.
Bullish
Tom Lee, Chairman of BitMine @fundstrat, tweeted that this drop may be due to large players targeting the balance sheets of market makers, intending to trigger forced liquidations and cascading liquidations. He believes this is a short-term pain and will not change the ETH super cycle, but he warns that it is not suitable to leverage at the moment and expects the market to recover after Thanksgiving.
See original
Has Bitcoin's four-year cycle failed?
Summary: From comparing market performance to on-chain indicators, we explore whether the four-year cycle of cryptocurrency has failed.
Author: Biteye core contributor @viee7227
From the halving in April 2024 to a new high of $120,000 in October 2025, Bitcoin has taken nearly 18 months. If we only look at this path, it seems to still be operating according to its cyclical nature. Halving leads to a bottom, followed by a peak within a year, then entering a correction.
But what truly confuses the market is not whether there has been an increase, but that it hasn't increased as it usually does.
There hasn't been a surge like in 2017, nor the nationwide frenzy seen in 2021. This round of market activity appears slow, dull, and with converging volatility. The progress of ETFs is inconsistent, and the rotation of altcoins lacks strength, even dropping below $90,000 less than a month after reaching a new high. Is this a bull market or the beginning of a bear market?
Author: Biteye core contributor @viee7227
From the halving in April 2024 to a new high of $120,000 in October 2025, Bitcoin has taken nearly 18 months. If we only look at this path, it seems to still be operating according to its cyclical nature. Halving leads to a bottom, followed by a peak within a year, then entering a correction.
But what truly confuses the market is not whether there has been an increase, but that it hasn't increased as it usually does.
There hasn't been a surge like in 2017, nor the nationwide frenzy seen in 2021. This round of market activity appears slow, dull, and with converging volatility. The progress of ETFs is inconsistent, and the rotation of altcoins lacks strength, even dropping below $90,000 less than a month after reaching a new high. Is this a bull market or the beginning of a bear market?
Login to explore more contents