Core Insights - The cryptocurrency market, which has been weak since October 10, is nearing the end of its adjustment phase, with Bitcoin and Ethereum acting as leading indicators for the U.S. stock market [1][9] - The recent market turmoil is attributed to a significant liquidation event that severely impacted market makers, who play a crucial role in providing liquidity [1][5] Market Conditions - The October 10 liquidation event caused a major disruption, with a stablecoin's price dropping from $1 to $0.65, triggering an automatic liquidation mechanism that affected approximately 2 million crypto accounts [5][6] - Market makers, likened to a central bank for the crypto market, have faced substantial capital losses, leading to a reduction in their balance sheets and exacerbating liquidity issues [7][9] Historical Context - The current market situation is compared to past crises, such as the 1987 market crash and the 2009 financial crisis, with a recovery timeline of approximately eight weeks based on previous experiences [8] - As of now, six weeks have passed since the October 10 event, suggesting that the adjustment period may soon conclude [8] Market Dynamics - Bitcoin has shown a tendency to decline before the stock market, indicating its role as a leading indicator and reflecting the tight liquidity conditions in the crypto market [3][9] - The ongoing decline in cryptocurrency prices is a result of the damaged state of market makers, which has created a vicious cycle of reduced trading activity and further price pressure [7][9]

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比特币（BTC）合约技术面分析： 日线级别，昨日收出小阴线，K线连续阴线下行，价格持续在均线下方运行。附图指标维持死叉状态， 整体趋势明显偏弱，空头主导格局未变。当前市场仍处于下跌通道，操作上建议短线逢高做空，同时密 切关注消息面及重要数据可能引发的波动。 今日BTC短线合约交易策略：93550附近轻仓布局空单，目标看向91500支撑区域。注意控制仓位，把握 节奏。 以太坊（ETH）合约技术面分析： 日线级别，昨日报收小阴线，延续连阴下跌形态，价格在均线下方运行。MACD指标死叉向下，整体趋 势仍处于空头控制，下跌结构清晰。交易策略应以短线为主，坚持高空思路，避免追涨杀跌，切勿追求 单笔暴利。交易核心在于持续积累与风险控制，同时需警惕数据公布带来的突发波动。 小时图方面，昨日整体走势震荡下行，凌晨破位后出现短暂支撑反弹，但反弹力度较弱，当前再次形成 承压迹象。K线结构连阴，附图指标金叉缩量，多头动能衰减，短期仍有下行空间。因此，欧盘时段仍 倾向于延续下跌趋势。 今日ETH短线合约交易策略：价格反弹至3150区域可考虑进场做空，目标看2950支撑位。若有效跌破， 则下看2920附近。操作中注意严格执行止损，保持 ...

星期四 2025年11月 信息来源：网络 编辑-楓華 当波动成为习惯 几年之前，比特币的价格像一条随时会暴走的龙。清晨暴涨，中午崩盘，晚上又把跌幅收回。那时的市场，靠的是情绪做主。一条推文、 一条流言，甚至一张马斯克自拍，都能让价格翻飞。 但进入 2025 年，连一些情绪最敏感的交易员都承认：比特币的波动性正在明显下降。机构资金大量流入，比特币 ETF 持续放量，华尔街 的做市商、对冲基金、养老金都在参与。 这些资金有着截然不同于散户的节奏：它们不追逐情绪，也不沉迷叙事，而是盯着模型、流动性与风险敞口。它们并不会因为几根长阴长 阳而慌忙换仓，却会在关键价位稳稳地进出场。于是，即使比特币最近仍有快速拉升与急挫的时刻，整体走势却呈现出一种更深层的"成 年人气质"——剧烈波动仍在，但背后有更厚的接盘力量，也没有过去那种一下子被情绪推飞、又一下子被砸崩的失控感。行情仍会突然 动起来，但越来越像是结构力量推动的波澜，而非情绪的失手。这不是彻底平静的市场，却是逐步成熟的迹象 。 市场需要新坐标 如果说过去十年，加密市场更像一个由情绪驱动的超大游乐场，那么2025年的比特币，正悄悄长成一只"成年资产"。波动还在，但不再尖 ...

Core Insights - Federal Reserve Chair Jerome Powell expresses uncertainty regarding another interest rate cut, which could impact crypto prices negatively [1] - The Federal Open Market Committee (FOMC) is divided on the potential for a third rate cut in December 2025, with differing opinions among officials [2][3] Interest Rate Decisions - The FOMC agreed to lower interest rates by 25 basis points to a range of 3.75%–4.00% during their meeting on October 29, following a similar cut in September [3] - Officials are cautious about further cuts unless inflation decreases before the December meeting, indicating a balancing act between supporting the labor market and controlling inflation [4][8] Market Reactions - Prior to the release of the FOMC minutes, the likelihood of a third rate cut was rated at 55%, but this shifted to nearly 70% for no change after the minutes were published [5] - Historically, lower interest rates have been seen as beneficial for the crypto market, attracting investors to riskier assets [6][8] Historical Context - Lower interest rates have previously catalyzed significant bull runs in the crypto market, with Bitcoin rising from approximately $5,000 in March 2020 to an all-time high of $69,000 by November 2021 [9]

Gate赞助巴西区块链大会 行业近期讨论最多的两件事，一是全球监管合规进程明显加速；二是用户增长正在从北美与亚洲溢出。但真正的流向数据显示，增量资金并没有流向欧洲或 中东，而是更大规模进入了拉美市场。 如果把近三个月的全球链上数据、交易所格局和宏观行情放在一起看，会发现一个耐人寻味的变化：加密市场的新一轮增长动能，正在从"传统强势市 场"向"新兴增量市场"悄然转移。 美国 ETF 的增量正在放缓、亚洲市场逐渐进入稳态，而拉美，尤其是巴西，却在出现与全球行情不同步的上升曲线。 稳定币使用量暴涨、链上活跃度创下新高、央行推进数字雷亚尔（DREX）、加密产品渗透到日常支付体系……这些趋势叠加，使得巴西成为行业极少数在 低迷周期仍保持强劲用户增长的地区。 就在这样的时间点，Gate 宣布将作为赞助商亮相巴西年度区块链盛会 BCB，并展示其交易基础设施、安全体系、透明度与 Web3 生态的最新成果。 这一步，看似是参加大会，实则踩在行业趋势的"最佳窗口期"。 链上分析机构最新的季度数据指出： – 巴西本土稳定币交易量同比增长超过 120%； – 巴西链上支付场景增长超过多数成熟经济体； – 加密用户平均使用频率超过全球 ...

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Core Viewpoint - The cryptocurrency market is experiencing a significant downturn, with Bitcoin dropping to $93,005 and Ethereum falling to $3,004, indicating a broader market correction driven by a reset in risk appetite rather than panic [2][3]. Market Dynamics - The recent decline is characterized as a "risk preference reset," where funds are moving from high-volatility assets to core assets like Bitcoin and Ethereum, reflecting a structural de-risking process [2][3]. - The downturn is not attributed to a single event but rather a combination of factors, including prolonged high prices leading to fatigue among bulls and slight tightening of macro liquidity [3][4]. Bitcoin Analysis - Bitcoin's price struggles are linked to its inability to break through the $98,000–$100,000 range, leading to a shift in market sentiment from "new highs" to potential deep corrections [3][4]. - The accumulation of perpetual contract positions has led to increased leverage risks, resulting in rapid liquidation of long positions during the downturn [4]. Ethereum Resilience - Ethereum has shown more resilience compared to Bitcoin, with a smaller decline and stronger support levels, driven by structural demand rather than speculative buying [5]. - The Ethereum ecosystem's value capture ability is increasing, supported by various narratives such as L2, DeFi, and real-world asset integration, leading to sustained on-chain activity [5][6]. Altcoin Market Behavior - Altcoins have experienced significant declines, with many tokens dropping 8%–10%, reflecting a typical outcome of reshaped risk preferences [6][7]. - Despite the downturn in altcoins, the overall market structure remains healthy, indicating a "healthy turnover" as funds shift from riskier assets to more stable ones [7]. On-Chain Data Insights - On-chain data shows a continuous increase in long-term holdings of core assets, suggesting that long-term funds are still accumulating [7][8]. - The liquidity in stablecoin pools remains stable, indicating no signs of panic or significant withdrawals [7][8].

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Investment Rating - The report does not provide a specific investment rating for the industry [4] Core Insights - The U.S. Department of Energy has indicated that a significant portion of future funding will be directed towards nuclear power plant construction, highlighting the increasing importance of nuclear energy in the federal energy strategy. This shift is driven by the substantial growth in electricity demand from AI and large-scale data centers, which traditional renewable energy sources and grid expansions cannot meet in the short term. Nuclear power, known for its stability and predictability, is re-emerging as a foundational option in the U.S. energy system [4][16] - The report notes a decline in technology stocks during the week of November 10 to November 14, 2025, with the Hang Seng Technology Index falling by 0.4% and the Philadelphia Semiconductor Index dropping by 2.0% [7][9] - The cryptocurrency market experienced significant outflows, with a total market capitalization of $3.35 trillion as of November 14, 2025, down from $3.37 trillion the previous week. The total trading volume for cryptocurrencies was $219.79 billion, accounting for 6.56% of the total market capitalization [18][22] Summary by Sections 1. Overseas AI - The technology sector saw fluctuations, with the Hang Seng Technology Index closing at 5812.8, down 0.4%, and the Philadelphia Semiconductor Index at 6811.2, down 2.0% [7][9] - The top five gainers included Xpeng Motors (+12%), Cisco (+10%), AMD (+6%), Trip.com Group (+5%), and Tongcheng Travel (+5%), while the top five losers were NUSCALE POWER (-26%), NANO NUCLEAR ENERGY (-16%), CENTRUS ENERGY (-15%), OKLO (-13%), and Blue Doctor Semiconductor (-12%) [9][14] 2. Web3 and Cryptocurrency Market - The cryptocurrency market is currently in a state of panic, with the Fear and Greed Index at 22, indicating a high level of fear among investors [22] - The report highlights that the core assets in the cryptocurrency market experienced significant outflows, totaling $1.112 billion for the week, with major ETFs also recording net outflows [27][34] - The overall sentiment in the cryptocurrency market remains negative, with liquidity tightening and core asset prices dropping below $95,000 [34][36]