Analyst Weekly, November 24, 2025

Bitcoin: The Market’s Early Signal

Bitcoin’s taking a real breather, down about 33% (as of Nov. 22 close)  from its October peak to around $80K after a $2.2B wave of liquidations. It’s not the first time crypto’s been stress-tested: the October 10 selloff wiped out $19B in leverage, draining liquidity from the system.

Flows in Flux

Spot Bitcoin ETFs have seen a pause in inflows, while some Digital Asset Treasuries (DATs) are rebalancing and stablecoin supply is tightening; all signs of a market cooling off after months of heavy activity.

What factors are influencing the corrections? 

Bitcoin’s dominance rises as altcoins suffer deeper losses, but pressures from tight liquidity,…