Weekly Recap Research 03 - 09 Nov 2025

Weekly Recap Research

Crypto Market Crashes Hard! Investors rave after Fed signalled it hasn't cut interest rates yet

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Global cryptocurrency markets slumped sharply on November 3, 2025, after the U.S. Federal Reserve (Fed) gave a stern signal that it had not accelerated interest rate cuts at its December meeting, prompting investors to accelerate the sale of risky assets across the board. The total market capitalization fell by more than 3.1 percent to just $3.69 trillion, with a washout. With a total liquidation value of more than $395 million in one day, Bitcoin (BTC) fell to $107,900, while Ethereum (ETH) fell to around $3,753. The altcoin segment dropped by an average of 5— 8%.

The main pressure comes from concerns that continued tightening monetary policy could result in a slowdown in the U.S. economy, particularly the real estate sector, which is beginning to take a hit. Meanwhile, institutional investors continue to pour in Bitcoin ETF sales to mitigate risk, resulting in redundancies and automatic portfolio washes in many parts of the market. Fear Index And the Crypto Fear & Greed Index has fallen into the “fear” zone, reflecting broader investor caution. Overall, the market is still on the receiving end from the Fed, which, if financial signals are relaxed in early 2026, could be the beginning of a new round of recovery in the crypto market.

US Bitcoin ETF Pours $1.22 Billion In Single Week

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Bitcoin ETF funds in the United States faced a net outflow of up to $1.22 billion between November 3 — 7, 2025, marking the third most outflows week on record, specifically the single Friday with an outflow of $558.4 million, the highest daily withdrawal figure since August. Sharp past

Analysts see the outflows as a reflection of a shift in the portfolios of institutional investors who may “sell for profit” after Bitcoin prices hit previous highs, with global economic pressures including inflation, interest rate hikes and geopolitical uncertainty leading to a cautious stance. Risky assets. However, if cash flows start flowing back into funds at levels of more than $1 billion a week, along with economic signals beginning to ease, it could be the beginning of a recovery in the crypto market again.

Top Net flows

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According to the data, during the last week, WorldChain was the network with the highest net inflow of capital, with a total value of more than 52.9 million US dollars, reflecting the growing interest from investors. In line with the number of Active Addresses reaching 1 million accounts, it grew by more than 170% compared to a year ago (YoY), while the second and third places were: Base with net inflows of around $50.7 million and Polygon PoS at $43.2 million, respectively. The network side with the most outflows in the same period was Ethereum, with a negative NetFlow of $271.9 million, mostly outflows. to Arbitrum for $63.7 million and WorldChain for $54.2 million

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‍Fear & Greed Index

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The Crypto Fear & Greed Index of the website alternative.me is one of the tools used to assess the outlook and mood of the crypto market, citing scores ranging from 0 to 100 (0 means extreme fear or Extreme Fear and 100 means extreme greed or Extreme Greed).

The Fear & Greed Index fell to 29 points, which was in the “fear” zone after the previous week, still at 42 points. This week, the price of BTC fell by about 4.9 percent compared to the closing price of November 6, 2021, and the closing price of November 3, 2022, while the price fell below 100,000. The US dollar reflects pressure from external factors, both concerns about the direction of the US economy, the preparation of the liquidity absorption (QT) policy for December 1, 2022 by the US central bank, and uncertainty in the reduction of interest rates by the US central bank. Current data indicate price levels. $110,000 is the point where most investors choose to sell for profit, while the $102,000 — $105,000 price zone is the area where an accumulation of buying begins. The ETH side has seen investors start buying near the $3,100 price level.

Bitcoin ETF Flow

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During the first week of November, the crypto market opened the month with strong institutional selling, with total sales of more than $1,200 million between November 3 — 9, led by IBIT funds, with the highest sales at around $580 million, followed by FBTC and ARKB with sales of around $438 million and $130 million respectively. The move reflects a shift in the strategy of institutional investors, who have begun to reduce their portfolio of risky assets under uncertainty from the stance of the US central bank, which is likely not to cut interest rates in December, resulting in a drop in the number of Bitcoin held by institutions combined. $1,334,793, from a high of $1,362,247 as of October 9, 2025.

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Ethereum ETF Flow

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Over the past week, ETH has continued to face a sell-off from institutional investors, as did BTC, with total ETF holdings falling throughout the week, reflecting the sell-off from four major institutions with three consecutive days of sell-offs, led by BlackRock's ETHA fund with net sales of over US$290 million, followed by FETH with net sales of over US$100 million. And ETH funds, including Grayscale institution's ETHE, with subsequent sell-off. Additional pressures come from intensified competition from rival chains, which have developed in terms of scalability and higher transaction fees than competitors. This causes more funds to start flowing out of ETH

Important news:

U.S. GOVERNMENT DISRUPTION SHAKES CRYPTO MARKET “LIQUIDITY”

$880 million in investment poured into the blockchain market in one week — Ripple seizes $5 billion in strategic investment, leads industry team

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Source:

https://ambcrypto.com/worldcoin-rallies-16-hits-1m-users-is-a-1-2-wld-breakout-near/

https://studio.glassnode.com/charts/indicators.CostBasisDistributionHeatmap?a=BTC

https://studio.glassnode.com/charts/indicators.CostBasisDistributionHeatmap?a=ETH

https://btcetffundflow.com/us

Note: This analysis is provided every Monday, so some articles may have data discrepancies.

WARNING: CRYPTOCURRENCIES AND DIGITAL TOKENS ARE HIGHLY RISKY. YOU MAY LOSE YOUR ENTIRE INVESTMENT. PLEASE STUDY AND INVEST ACCORDING TO THE ACCEPTABLE LEVEL OF RISK.

Thank you for following.

JP. Daniel