to me like it is a little concerning that like the the count overall has been going down. And the reason this is so like important to me, like existentially important to me is because the old people that buy Bitcoin, right, will always buy Bitcoin if they know that eventually young people are going to buy it. Because that's kind of the ultimate reflexivity built into the thesis of Bitcoin. The old want to buy it because the young love it and they want to participate in that wealth transfer. But the young pe ...

Bitwise Solana ETF (BOL) Performance & Outlook - Bitwise's Solana staking ETF (BOL) experienced significant inflows, reaching $417 million in its first week, including $67 million on one day alone [1] - The ETF is recognized as the fastest-growing new ETF launch of the year across all asset classes, indicating strong investor demand for Solana exposure [2] - Bitwise views the current market pullback as a favorable entry point for investors, with Solana trading below $160 [3] Solana's Potential & Staking Rewards - Bitwise emphasizes that investing in BOL provides exposure to both the growth of stablecoins and tokenization markets, with Solana poised to capture an increasing market share [4][5] - The company highlights Solana's potential for substantial growth (2x, 3x, or even 10x) in the coming years if both stablecoin/tokenization adoption and Solana's market share increase [7] - BOL stakes 100% of its Solana holdings, offering investors a yield of 7% or more, contributing to the ETF's attractiveness [8] Bitwise's Staking Leadership & Future ETF Plans - Bitwise is a leader in crypto staking, operating a dedicated staking division (Bitwise Onchain Solutions) [9] - The company plans to upgrade existing Ethereum staking ETFs to include staking rewards, similar to its European offerings and the new Solana ETF [10][11] - Bitwise anticipates launching more spot crypto ETFs tied to other altcoins like XRP, potentially offering diversified, index-based crypto ETF products in the future [12][13] Crypto Market Trends & Bitcoin Outlook - The crypto market is currently divided, with retail investors experiencing "max desperation" while institutional investors remain bullish [23][24][25] - Bitwise believes the market is nearing the end of the retail washout and anticipates a rally into the end of the year and into 2026, driven by institutional investment [26] - The company is optimistic about Bitcoin, suggesting it could reach new all-time highs by the end of the year (above $125,000 - $130,000) and potentially reach Michael Saylor's target of $150,000 [28]

RT FOMO HOUR (@fomohour)Mert reassures those who thought he left Solana:"We helped release the biggest SOL ETF of 2025 + a block explorer for Solana in the same week people said I was leavingOur fulltime job is to work on Solana" https://t.co/x1v5czQd41 ...

Market Trends & Risks - The crypto market's appreciation is now dependent on the Trump administration, despite initially being seen as a counter to authorities [1] - A significant risk is that major insiders are exiting the crypto market [2] - The crypto market is highly correlated to the stock market, behaving almost as the same trade due to ETF investments from traditional Nasdaq and S&P 500 investors [3] - Crypto is trading more like a risky asset in tandem with equities rather than a safe haven like treasuries [4] - Executive hubris and excessive bullishness in the crypto market are declining towards the end of the year [6] - Divergent weakness is observed in cryptos, with the Bloomberg Galaxy crypto index down almost 10% year-to-date despite the S&P 500 being up almost 17% [8] Technical Analysis & Correlation - Technical analysis is applicable to crypto, especially since many cryptocurrencies track nothing [13][14] - Cryptocurrencies are correlated; when Bitcoin drops 10%, other cryptocurrencies typically drop 20% to 30% [10] - The Bitcoin chart looks almost exactly opposite to the gold chart from a few months ago, raising concerns [17] Specific Cryptocurrencies & Market Sentiment - Dogecoin, with a $25 billion market cap, is considered a joke and attracts nothing, reminiscent of speculative excesses in past bull markets [11][12] - A potential crypto liquidation event could be triggered if Bitcoin breaks below $100,000, leading to a cascade effect [15] - MicroStrategy, a leading indicator of Bitcoin, is below its 200-day moving average and rolled over in August [18]

Crypto things you might have missed:-Trump predicts massive rally!-Experts predict spot XRP ETFs will launch in November-Big things are happening at @chainlink SmartCon-Galaxy Digital is bullish on $ZECJOIN THE LIVESTREAM NOW ON YOUTUBE AND X ...

QCP analysis notes that Bitcoin dropped overnight to the key $100k support level amid a stronger dollar and Fed policy uncertainty, weighing on risk appetite. U.S. spot Bitcoin ETFs saw around $1.3 billion in net outflows over four days, while over $1 billion in long liquidations and options hedging pressure added to volatility, keeping BTC under short-term pressure. Analysts suggest sentiment could recover if ETF flows stabilize and no new macro shocks emerge.https://t.co/2RMO4KFJxS ...

solana etfs pulled $70m monday. btc etfs lost $578m same day. eth etfs down $219m. first time sol etf flows exceeded both combined. $269m accumulated in 7 trading days during $2.1b liquidation cascade. institutions buying sol at $158 through regulated products in 401ks. your size is not size. ...

Report Summary 1. Market Overview - On November 5, 2025, the Shanghai Composite Index rose 0.23% to 3969.25 points, the Shenzhen Component Index rose 0.37% to 13223.56 points, and the ChiNext Index rose 1.03% to 3166.23 points. The trading volume of A - shares in the two markets was 18946 billion yuan. The top - performing sectors were power equipment (3.40%), coal (1.39%), and commercial and retail (1.22%), while the under - performing sectors were computer (-0.97%), non - bank finance (-0.49%), and communication (-0.43%) [2][6]. 2. Stock ETFs - The top - trading - volume stock ETFs were Huaxia CSI A500 ETF (up 0.09% with a premium rate of 0.16%), Guotai CSI A500 ETF (unchanged with a premium rate of 0.05%), and Southern CSI A500 ETF (up 0.08% with a premium rate of 0.14%) [3][7]. - The top ten trading - volume stock ETFs included details such as price, return, tracking index return, IOPV, premium rate, trading volume, and latest share reference [8]. 3. Bond ETFs - The top - trading - volume bond ETFs were Haifutong CSI Short - Term Financing ETF (up 0.01% with a premium rate of 0.01%), Huatianfu CSI AAA Sci - tech Bond ETF (up 0.01% with a premium rate of - 0.21%), and Boshi CSI Convertible and Exchangeable Bond ETF (up 0.48% with a premium rate of 0.54%) [4][9]. - The top five trading - volume bond ETFs' information including price, return, premium rate, and trading volume was provided [10]. 4. Gold ETFs - Gold AU9999 fell 0.71% and Shanghai Gold fell 0.35%. The top - trading - volume gold ETFs were Huaan Gold ETF (down 0.35% with a premium rate of - 0.69%), Boshi Gold ETF (down 0.33% with a premium rate of - 0.70%), and E Fund Gold ETF (down 0.34% with a premium rate of - 0.69%) [12]. - The top five trading - volume gold ETFs' details were presented [13]. 5. Commodity Futures ETFs - Huaxia Feed Soybean Meal Futures ETF rose 1.64% with a premium rate of 1.97%, Dacheng Non - ferrous Metals Futures ETF fell 0.33% with a premium rate of - 0.65%, and Jianxin Yisheng Zhengzhou Commodity Exchange Energy and Chemical Futures ETF rose 0.24% with a premium rate of 0.33% [13][14]. 6. Cross - border ETFs - The previous trading day, the Dow Jones Industrial Average fell 0.53%, the Nasdaq fell 2.04%, the S&P 500 fell 1.17%, and the German DAX fell 0.76%. On this day, the Hang Seng Index fell 0.07% and the Hang Seng China Enterprises Index fell 0.11%. The top - trading - volume cross - border ETFs were E Fund CSI Hong Kong Securities Investment Theme ETF (down 0.69% with a premium rate of 0.43%), GF CSI Hong Kong Innovative Drugs ETF (down 0.37% with a premium rate of 0.92%), and Huatai - Peregrine Hang Seng Technology ETF (down 1.03% with a premium rate of - 0.04%) [15]. - The top five trading - volume cross - border ETFs' information was given [16]. 7. Money ETFs - The top - trading - volume money ETFs were Yin Hua Ri Li ETF, Hua Bao Tian Yi ETF, and Money ETF Jian Xin Tian Yi [17][18].

Core Insights - The crypto market experienced significant losses on November 4, with Bitcoin dropping below $100,000 and Ethereum falling under $3,150, resulting in a total market capitalization loss of approximately $3.5 trillion, marking one of the worst single-day declines in recent months [1][2]. Bitcoin ETFs Performance - Bitcoin ETFs faced substantial outflows, recording $577 million in net outflows on November 4, marking their fifth consecutive day of losses [3]. - Fidelity's FBTC led the outflows with nearly $356 million withdrawn, while Ark & 21Shares' ARKB saw $128 million in exits [3][4]. - Other funds from Grayscale, VanEck, and Valkyrie also experienced losses ranging from $10 million to $50 million [4]. Ethereum ETFs Performance - Ethereum ETFs also suffered, with spot ETH ETFs recording $273.5 million in daily outflows on November 4, continuing a trend of five straight days of losses [8]. - BlackRock's iShares Ethereum Trust (ETHA) led the outflows with $111 million, followed by Grayscale with approximately $90 million in combined outflows [9]. Altcoin ETFs Resilience - In contrast to the major Bitcoin and Ethereum funds, altcoin ETFs linked to Solana, Hedera, and Litecoin attracted steady inflows, demonstrating investor confidence amid the broader market downturn [2][6]. - All three altcoin ETFs have seen net inflows every trading day, indicating a divergence from the trends observed in Bitcoin and Ethereum ETFs [6]. Market Sentiment Shift - Just weeks prior, Bitcoin ETFs were attracting over $2.7 billion in weekly inflows, but this enthusiasm has diminished rapidly, raising concerns about the sustainability of the market's bullish momentum [7]. - The tightening liquidity and wavering confidence have led even institutional investors to reassess their positions in the crypto market [10].

Bitcoin and Ethereum ETFs post $800 million in combined outflows amid 'extreme fear' in market https://t.co/xDDRvJbYon ...