Category: Analysis

Arthur Hayes Claims Tether Is at Major Risk, Crypto Backs USDT Issuer

Key Notes Arthur Hayes warned that Tether’s exposure to Bitcoin and gold increases the risk of a liquidity crunch. Analysts show Tether has over $181B in assets but only $140B in instantly liquid reserves. Former Citi Research lead Joseph argues Tether is far stronger than critics believe. BitMEX co-founder Arthur Hayes said that the world’s largest stablecoin issuer, Tether, is preparing for a Federal Reserve rate‑cut cycle. He is concerned that as Tether increases its exposure to Bitcoin and gold, it also increases the chance that a sharp pullback in…

U.S. Investors Are Buying the Dip as Bitcoin Hovers Above $90K

Key Notes The Coinbase Bitcoin Premium Index turned positive for the first time in a month. The indicator shows rising market sentiment amid US capital flows. Leading cryptocurrencies are still consolidating with slightly positive momentum. Bitcoin (BTC) rebounded above $90,000 over the past week, as extreme fear sentiment and US capital flows showed signs of improvement. On Nov. 21, the BTC price fell below $81,000. With the recent shift, the asset is trading close to $91,000 at the time of writing. According to data provided by Coinglass, the Coinbase Bitcoin…

Crypto Capital Inflows Tank 80% as Market Awaits Clear Signals

Key Notes Capital inflows collapsed over 80%, as per analyst Ali Martinez. Whales eased accumulation while smaller wallets. Bitcoin’s structural breakdown handed market leadership to altcoins. Ali Martinez pointed out a brutal reset in market participation this month, with capital inflows collapsing from nearly $60 billion at the start of October to just over $10 billion by late November. Capital inflows into the crypto market have fallen from $60 billion to $10 billion over the past month. pic.twitter.com/nkMj64yKoF — Ali (@ali_charts) November 29, 2025 Meanwhile, the Fear and Greed Index…

$60M HYPE Token Unlocking: Major Sell Event Inbound?

Key Notes Hyperliquid’s $60M HYPE unlock hit a market stuck in a prolonged downtrend. On-chain data shows most contributors held or restaked their tokens. Technicals place HYPE at the bottom of a falling wedge. The team behind decentralized exchange Hyperliquid released 1.75 million HYPE tokens to developers and core contributors, worth more than $60.4 million, as part of its long-standing vesting schedule. The unlocking comes on the first anniversary of Hyperliquid’s historic airdrop, one of the largest and most community-focused token launches ever seen. On the other hand, the price…

ADA Faces $40M Sell-Wall as Team’s 70 Million ADA Budget Request Crosses 53% Approval

Key Notes Cardano’s governance vote on a ₳70M Critical Integrations Budget has crossed 53% approval from DReps. ADA price rejected at $0.44 amid broader market recovery, slipping to $0.41 as sell pressure intensifies. Derivatives data shows bulls narrowly retain control, but a $22M short-seller cluster at $0.44 forms a major resistance wall. Cardano began the weekend under mild pressure, trading just above $0.41 on Saturday, Nov. 29, following a 2% intraday dip that trimmed weekly gains to 3.4%. ADA had touched a weekly high of $0.44 on Thursday as the…

Solana Bulls Add Leverage as 21Shares ETF Withdrawal Sparks Brief Volatility

Key Notes Solana price holds above $135 despite 21Shares withdrawing its SOL staking ETF application. Derivatives data shows $12.5 million in bullish leverage added as traders counter bearish headlines. Solana ETFs swung back to $5.3 million inflows on Friday, signaling improving sentiment after Thursday’s $8.3 million drawdown. Solana price found firm support above $135 on Saturday, Nov. 29, positioning the asset to close the week with roughly 6% gains despite bearish sentiment triggered by 21Shares withdrawing its Solana staking ETF application, citing challenges in completing regulatory obligations. Solana open interest…

Kalshi Traders Price Bearish Odds on $100K Bitcoin Rebound in 2025

Key Notes Bitcoin price rebounded 17% this week but failed to break above the $95,000 resistance despite renewed ETF inflows. Prediction markets turned bearish after Kalshi’s market-manipulation lawsuit, with traders cutting odds of Bitcoin price retaking $100,000 before the end of 2025. BlackRock’s $117 million outflow and muted whale activity, including Strategy’s pause in weekly purchases, signal weakening bullish conviction. Bitcoin price rebounded 17%, moving from lows near $82,000 on November 21 to graze the $93,000 level on November 28. Bitcoin ETFs recorded a combined $221 million in net inflows…

Prediction Marketplace Kalshi Slammed With Lawsuit Over Violations

Key Notes A class action lawsuit has been brought against prediction marketplace Kalshi. The platform is being accused of illegal sports gambling and of manipulating the market. This comes only a few weeks after Kalshi raised $300 million in a Series D funding at a $5 billion valuation. Kalshi is facing a lawsuit for its involvement in illegal sports gambling and for allegedly manipulating the market. It allegedly advertised itself as providing “legal sports betting” even though it does not possess any gaming license in any US state. This new…

China Making Plans to Crack Down on Crypto Payments and Stablecoins

Key Notes China is preparing new measures to restrict crypto payments and the use of stablecoins. Officials stress that virtual assets have no legal tender status. PetroChina tests stablecoin settlement models, drawing regulator scrutiny. China is taking new steps to strengthen its crackdown on crypto payments as regulators warn that digital assets are once again creating risks in the country’s financial system. Officials say trading activity has resurfaced despite earlier restrictions, and they are now preparing stronger enforcement to curb the use of crypto and stablecoins in payments and transfers.…

Monad Could Crash 99% Says Arthur Hayes, Despite Recent Rally

Key Notes Arthur Hayes added that once insiders start unlocking tokens, Monad price can see a sharp fall. Market sentiment around MON remains weak despite its recent rally, with analysts advising holders for an exit plan. Hayes maintains a bullish outlook on the broader crypto market, saying upcoming global liquidity expansion will lead to a bull rally. The 30% Monad price rally over the past week grabbed investors’ attention. However, veteran crypto investor Arthur Hayes has warned that the newly launched Layer-1 blockchain could end up as a failed experiment…