Encryption Market Performance

Currently, the total market value of encrypted money is $3.09 trillionBTCThis represents 58.5 per cent, or $1.8 trillion. The market value of the stable currency was $30.6 billion, which had increased by 1.08 per cent in the last 7 years. The amount of the stable currency had reversed this week and was beginning to show positive growth, with the main growing company being Circle, of whichUSDTThis represents 60.31 per cent。

CoinMarketCapMost of the first 200 projects have seen a slight increase, including:BTC7-day drop of 0.78%SOLIT FELL BY 2.23% ON 7TH DAY AND BY 12.05% ON 7TH DAYAIOZIt was a 7-day drop of 8.09%PISeven days down 7.85 per cent. The world of encryption has begun to recover after falling, but the situation has not yet improved significantly。

This week, AmericaBitcoinNET INFLOWS OF SPOT ETF: $7.5 MILLION; UNITED STATESEtherwoodNET INFLOWS OF SPOT ETF: $312 MILLION。

 

Market projections(1 December-7 December):

THE RSI INDEX IS CURRENTLY 48.71 (NEUTRAL), THE FEAR OF GREED INDEX IS 27 (HIGHER THAN LAST WEEK, GENERAL FEAR ZONE) AND THE MOUNTAIN SEASON INDEX IS 37 (NEUTRAL, HIGHER THAN LAST WEEK)。

BTCCore: $85,000-95,000

ETHCore: $2,800-3,300

SOLCore: $126-156

 

Market sentiment: Markets have emerged from the “extreme panic” phase and are beginning to recover slowly, but prices have not turned V because of the four-year cycle and the sale of giant whales. Bitmine continues to build up ETH, and this week the United States cash ETF shows a net inflow, with “woody” copying encryption concepts such as Coinbase and Circle. The focus is now on the Fed's December 10th meeting. Market expectations for interest-rate reductions are high, and if they are achieved, they usually mean improved liquidity and may boost risky assets, including encrypted currencies. Conversely, the failure of expectations could trigger market volatility. The current Federal Reserve interest rate is observed with a probability of a decline of 82.8 per cent in December. The recent net inflow of US spot ETF has also helped to support the price。

 

For robust investors: when the market is in the "extreme fear" zone, it is often the medium to long-term configuration. You can consider buying in batches and small quantities near critical support points to reduce average costs without rushing into a heavy silo。

For active traders: In the current convulsion market, consideration could be given to siloing in the vicinity of support positions, reducing in the vicinity of resistance positions or considering emptying. All transactions must be stopped。

I understand now

Looking back at the big event of the week

1. On 24 November, CSI reported that the Chairman of the Federal Reserve in New York, Williams, had suggested a further reduction in interest rates in December, and that market interest rates were expected to reverse, with the current market assuming that the Federal Reserve had a 70 per cent probability of a decline in interest rates in December. On November 29th, the Fed will begin a silent period, before which Powell had no public speaking or media interview schedule, his "close ally" The statement by Williams may be the last statement by a Fed official to influence market expectations

2. On 24 November, empirical data showed that the United States stock had been raised at the beginning, with an increase of 1.5 per cent in the navigator, an increase in the Standard 500 index to 1 per cent and a general increase in encrypted currency shares

3. On 25 November, the White House of the United States was trying to accelerate the enhancement of American scientific capabilities by applying artificial intelligence. On Monday, the President of the United States, Trump, signed an executive decree to launch the Genesis Mission, calling on the Department of Energy and other scientific institutions to actively promote artificial intelligence deployment. Michael Kratzos, Director of the White House Office of Science and Technology Policy, described it as “the largest integration of federal scientific resources since the Apollo project”

4. On 25 November, Morgan Chase, a major United States bank, closed the personal accounts of the Bitcoin Payments Company, Strike CEO Jack Millers, raising renewed concerns in the United States encryption industry about the "debanking " wave

5. On 26 November, according to The Block, Ark Invest, under Catsie Wood, continued on Tuesday with the addition of Block, Circle andCoinbaseWait for the encryption concept of stocks。

6. ON 27 NOVEMBER, LAST MORNING, THERE WAS A CLEAR REBOUND IN THE MAINSTREAM CURRENCY OF THE ENCRYPTED MARKET. ACCORDING TO HTX INFORMATION, BITCOIN RETURNS $90.0 MILLION A WEEK LATER, WITH A CURRENT OFFER OF $90,355 AND A 24-HOUR INCREASE OF 3.83 PER CENT

7. On 27 November, Tether CEO Paolo Ardoino, responding to the latest rating of Tether by S& P, said, "We are proud of your disgust." According to Paolo Ardoino, traditional rating systems have long led investors to the ultimate collapse of "investment-grade" institutions, leading global regulation to question the independence of rating agencies. According to him, the traditional financial system does not want any enterprise to be removed from its "absorbed gravity", but Tether has created the first overcapitalized, non-toxic assets and sustained high-profit company in the industry, proving that the fragility of the old system is a source of concern for those in power in "the Emperor's new dress"

8. On 27 November, according to DL News, the Korean Financial Regulatory Authority had urged Bithumb to suspend its Tether market service, which allowed customers to use USDT to buy and sell bitcoin and nine high-market-value Yamaya coins, but it was possible for 10 assets to continue trading in the KRW market

9. On 27 November, Upbit, Korea ' s largest encryption trading platform, was disclosed, and abnormal extraction was detected at 4:42 a.m. on 27 November, with approximately 54 billion won (approximately $36 million) of Solana network-related digital assets being transferred to an unknown outside wallet address. Upbit will cover all customer losses

10. On 28 November, according to official sources, YZi Labs Management Ltd. indicated that, as an important shareholder of CEA Industries Inc. (Nasdac Code: BNC), a preliminary consent statement had been submitted to the United States Securities and Exchange Commission (SEC) seeking the written consent of shareholders to expand the size of the company ' s board of directors to include experienced and highly qualified directors。

Macroeconomics

1. On 26 November, the number of unemployed persons in the United States until the beginning of the week of 22 November, 216,000, was expected to be 225,000

2. On 28 November, according to the Federal Reserve interest rate monitor, the probability of a reduction of 25 basis points in December was 82.8 per cent。

ETF

According to statistics, between 24 November and 28 NovemberUS BITCOIN NET ETFINFLOW: $7.5 MILLION; AS AT 28 NOVEMBER, A TOTAL OF $24,971 MILLION HAD BEEN EXPORTED FROM THE GBT (ASHSCALE) AND CURRENTLY STANDS AT $15.21 BILLION, WHILE IBIT (BELET) CURRENTLY STANDS AT $7,0611 MILLION. THE TOTAL MARKET VALUE OF THE AVAILABLE BITCOIN ETF IN THE UNITED STATES WAS $119,682 MILLION。

U.S. ETHERPORT NET ETFInput: $312 million。

Seeing the future

Activity forecast

1. Bitcoin MENA will be held from 8 to 9 December at the Abu Dhabi National Exhibition Centre (ANNEC)

2. Solana Breakpoint 2025 will be held in Abu Dhabi from 11 to 13 December。

Project progress

1. The Aster Stage 3 air-delivered inspecter will be open on 1 December 2025 and the air-drop collection will start on 15 December

2. THE FOURTH ROUND OF FTX COMPENSATION IS EXPECTED TO COMMENCE IN JANUARY 2026 WITH A DEADLINE FOR ACCREDITATION OR DECEMBER

3. The Ministry of Economy and Digital Transformation of Spain announced that the European Union Code on Encrypted Assets (MiCA) would be implemented at the national level in December 2025. The deadline for implementation of the MiCA in all 27 EU member States is July 2026

4. Sonet BioTherapeutics postponed the combined vote until 2 December, and its plan was to merge Rorschach I LLC into Hyperliquid Strategies and move forward HIPEReserve strategy

5. The sale of AZTEC tokens for Aztec was scheduled to take place from 2 to 6 December 2025 UniswapThe newly launched consecutive liquidation auction agreement is supported by the CCA. CCA is a custom protocol for initiating mobility and issuing tokens on Uniswap v4. The agreement was designed in collaboration with Aztec, which provided a ZK Passport module to achieve private and verifiable participation. The initial price of the sale was set at $350 million for a fully diluted valuation (FDV), about 75 per cent lower than the implicit network valuation based on the latest equity financing。

Significant events

1. ON 3 DECEMBER, THE UNITED STATES WILL ANNOUNCE THE NUMBER OF ADPS EMPLOYED IN NOVEMBER (IN THOUSANDS)

2. On 4 December, the United States will announce the number of persons (in thousands) who will receive unemployment benefits until the beginning of the week of 29 November

3. ON 5 DECEMBER, THE UNITED STATES WILL PUBLISH THE SEPTEMBER ANNUAL RATE OF THE CORE PCE PRICE INDEX。

Currency Unlock

Audiera()BEAT** 2,225,000 tokens will be unlocked by 1 December, valued at approximately $20.26 million, or 2.12 per cent of the circulation

2. Lagrange (LA)** will unlock 12.7 million tokens on 4 December, valued at approximately $5 million, or 1.27 per cent of circulation

3. MYX Finance (MYX)** unlocked 3,037 million tokens worth approximately $77.5 million on 6 December, or 3.04 per cent of circulation

4. JitoJTO** 1,131,000 tokens valued at approximately $5.47 million or 1.13 per cent of circulation will be unlocked on 7 December。

About us

Hotcoin ResearchAs Hotcoin ExchangeThe core research institute, dedicated to transforming professional analysis into your operational tool. We've analyzed the market for you through the Weekly Insight and the Insight, and we've identified potential assets and reduced trial error costs through the exclusive " Hot Currency Selecting " (AI+ Dual Screening by Experts). Every week, our researchers will also meet you face-to-face, reading hot spots, predicting trends. We believe that warm company and professional guidance can help more investors cross the cycle and take advantage of the value opportunities of Web3。

Risk tip

The encrypted currency market is more volatile and investments carry risks themselves. We strongly recommend that investors invest in strict risk management frameworks based on a full understanding of these risks to ensure financial security。