alltrending-24htrending-weektrending-monthtrending-year

Latest Crypto News | Bitcoin, Ethereum and Altcoin Updates

Solana Delays Q3 2025 10-Q Filing Over Cost Concerns

|
Solana Company (NASDAQ:HSDT) has notified the SEC it will delay its Q3 2025 Form 10-Q filing due to unreasonable effort and expense. The Solana 10-Q delay stems from unresolved issues not detailed in the notice. This missed deadline risks SEC scrutiny, eroding investor confidence and heightening HSDT share volatility and liquidity concerns. Solana prioritizes SEC compliance and aims to complete the filing as soon as feasible. Traders should monitor SEC updates, the revised filing schedule and market reactions to manage risk amid this Solana 10-Q delay.
Bearish
Solana10-Q filing delaySEC compliancefinancial reportingshare volatility

Taiwan to Audit Bitcoin Reserves, Issue Year-End Report

|
Taiwan’s Executive Yuan and Central Bank Governor Yang Chin-long have pledged to audit government-held Bitcoin reserves and issue a year-end report, marking the first inclusion of BTC reserves in the country’s formal policy agenda. The audit will account for locally seized assets (approximately US$1.46 billion) and international findings, including US$15 billion in Bitcoin seized by foreign authorities. Legislators, led by Ge Rujun, propose freezing confiscated crypto assets and adding Bitcoin to Taiwan’s strategic reserve. Meanwhile, the VASP Special Act has been stalled for five months, delaying stablecoin framework and regulations crucial for monetary sovereignty and fintech innovation. Lawmakers are urging accelerated VASP regulation and clear stablecoin rules to attract institutional investors and prevent Taiwan from missing global crypto financial benefits. Tracking Bitcoin reserves will clarify public sector holdings and guide future Bitcoin policy.
Bullish
Bitcoin reservesGovernment auditVASP regulationStablecoin frameworkMonetary sovereignty

Solana Price Likely to Dip to $140 as Bitcoin Falters

|
Solana price has fallen nearly 10% from a weekly high of $171.9 to around $155. The breakdown of a symmetrical triangle on the daily chart confirmed a bearish trend after losing the $180 support level. On-Balance Volume (OBV) is declining and the Money Flow Index (MFI) remains below 50, signalling sustained selling pressure. SOL price on hourly charts shows the $145–$155 demand zone, in place since November 4, subject to repeated tests amid weak buying pressure. A liquidation heatmap reveals liquidity clusters at $144 and $140, suggesting a likely dip to $140, or even $120 in extreme cases, before any rebound. Solana’s correlation with Bitcoin stands at 80–90%. Its recovery now hinges on Bitcoin holding above $98,000–$100,000; a BTC sell-off could accelerate Solana’s fall. Despite robust on-chain fundamentals, short-term sentiment remains neutral to bearish. Traders should monitor key support levels, Bitcoin’s trajectory and prepare for short-term entry and risk management opportunities.
Bearish
Solana priceSymmetrical triangleDemand zoneLiquidation heatmapBitcoin correlation

Nasdaq Certifies First U.S. Spot XRP ETF, Fueling 15% XRP Surge

|
Nasdaq has certified the first U.S. spot XRP ETF (XRPC) for launch at the U.S. market open, marking a key milestone for institutional investment. XRP surged to $2.48, gaining over 15% on a record 163 million-unit volume spike. The XRP ETF will custody XRP via Gemini Trust and BitGo, tracking the CoinDesk XRP CCIX benchmark. On-chain metrics show 21,000 new wallets created in 48 hours, while whales offloaded about 90 million XRP, signaling fresh demand and profit-taking. Technically, XRP trades in an ascending channel with support at $2.40 and resistance at $2.52. Momentum indicators on the four-hour chart—RSI below overbought and a bullish MACD slope—suggest room for further gains. Traders should watch for a sustained break above $2.52 to target $2.59–$2.70, while a drop below $2.38 would weaken the bullish structure.
Bullish
XRP ETFNasdaq ApprovalInstitutional InvestmentPrice SurgeTechnical Analysis

Dogecoin Falls 5.5% Below $0.1720 Support, Tests Weekly 200-EMA

|
Dogecoin fell 5.5% to $0.1730 after a fresh Bitcoin sell-off dampened broader crypto markets. The memecoin broke below the critical $0.1720 support level on heavy trading volume, confirming a lower-high, lower-low pattern. Trading volume surged to 500.6 million tokens—77% above the 24-hour average—while the weekly 200-EMA near $0.16 was tested for the seventh time. Dogecoin’s hourly RSI sits at 38, indicating mild oversold conditions but no full capitulation. Traders should watch the $0.1720–$0.1719 support cluster. A decisive close below $0.17 could push Dogecoin toward $0.1650–$0.1600, while a solid defense may trigger a relief bounce to $0.1760. Institutional order-flow suggests measured de-risking rather than panic selling, leaving room for a technical rebound if selling pressure eases. Overall, Dogecoin’s technical setup remains bearish in the near term.
Bearish
DogecoinSupport Level200-EMATrading VolumeBearish Trend

Bitcoin Dips to $101K Amid Stocks & Gold Rally, ETF Inflows

|
Bitcoin fell 3.4% to a weekly low of $101,200 as US stocks and gold rallied ahead of a key House vote to avert a government shutdown. The Dow rose 0.9%, the S&P 500 added 0.1%, and the Nasdaq dipped 0.3% while gold approached $1,918 per ounce on safe-haven demand. Spot Bitcoin ETFs recorded net inflows of $524 million—the largest since October 7—signaling renewed institutional interest. Traders rotated profits into traditional assets after Bitcoin’s intraday peak of $105,300, and market participants now watch for any dovish tilt in the Federal Reserve’s upcoming policy guidance. Monitoring ETF flows and US policy developments will be crucial for assessing Bitcoin’s recovery potential in the broader cryptocurrency market.
Neutral
BitcoinUS Stock MarketGoldSpot Bitcoin ETFGovernment Shutdown Vote

Bitcoin hits $102K on institutional inflows, clearer rules

|
Bitcoin price surged past $102,000, marking a new all-time high on the Binance USDT market. The rally was driven by large institutional inflows and clearer regulatory frameworks in key jurisdictions. Major corporations are adding Bitcoin to their balance sheets, while financial institutions launch BTC-based products. Limited supply and growing mainstream acceptance have intensified market confidence. The $102,000 level now serves as a short-term support and resistance zone. The next psychological barrier is around $110,000. Traders should monitor volume patterns, regulatory updates and macroeconomic indicators. Key investment strategies include diversified portfolios, disciplined dollar-cost averaging, and clear profit-taking and stop-loss levels. While short-term corrections remain possible, sustained institutional demand and supply constraints underpin a bullish long-term outlook for the Bitcoin price.
Bullish
Bitcoin priceInstitutional adoptionRegulatory clarityMarket volatilityInvestment strategies

US Spot Bitcoin ETFs Record $278M Outflow Amid Profit-Taking

|
US spot Bitcoin ETFs recorded a net outflow of $278 million on November 12, reversing the prior day’s inflows. Fidelity’s FBTC led withdrawals with $132.86 million, followed by ARK Invest’s ARKB ($85.18 M), BlackRock’s IBIT ($36.91 M) and Grayscale’s GBTC ($23.05 M). No fund saw inflows, signaling broad‐based profit-taking amid rising yields and market uncertainty. Analysts attribute the redemptions to short-term risk aversion and portfolio rebalancing rather than a loss of confidence. Traders should monitor ETF flows weekly and track regulatory clarity, institutional adoption and Bitcoin price momentum to gauge potential short-term bearish pressure versus long-term growth prospects in the Bitcoin ETF market.
Bearish
Bitcoin ETFETF flowsProfit-takingMarket uncertaintyInstitutional investors

Nasdaq Approves First XRP ETF (XRPC), Pending SEC Nod

|
Nasdaq has approved the Canary XRP ETF (ticker: XRPC) for listing, marking the first XRP ETF on a major exchange. The ETF, which tracks the XRP-USD CCIXber Reference Rate Index and charges a 0.5% annual fee, still requires final SEC registration before trading can commence, likely around November 12–13. It offers direct XRP price exposure through traditional brokerages without private key management, enhanced liquidity, and regulated tax reporting benefits. Aimed at institutional and retail investors, the XRP ETF launch could mirror Bitcoin ETF debuts, drawing fresh capital and increasing XRP market volatility.
Bullish
XRP ETFNasdaq ApprovalSEC RegistrationInstitutional AdoptionMarket Volatility

JPMorgan Launches JPM Coin on Coinbase’s Base Network

|
JPMorgan has launched its institutional stablecoin JPM Coin on Coinbase’s Base, marking its first deployment on a public Ethereum Layer-2 network. Backed one-to-one by U.S. dollars, JPM Coin enables real-time cross-border payments in seconds while meeting regulatory requirements. By leveraging Ethereum’s security and Base’s low-cost, scalable network, JPM Coin integrates traditional banking with Web3 infrastructure, cutting settlement times and costs and boosting transparency. This move underscores growing institutional adoption of tokenized assets and Layer-2 solutions, potentially driving broader stablecoin and DeFi integration among major financial players.
Neutral
JPM CoinCoinbase BaseStablecoinLayer-2 SolutionsCross-Border Payments

Ethereum Fusaka Upgrade: PeerDAS & Progressive Scaling

|
Ethereum Fusaka Upgrade, slated for December 2025, is the largest scalability update since Pectra. It integrates 12 new EIPs, including Peer Data Availability Sampling (PeerDAS) for rollups, to cut bandwidth use and speed data verification. The upgrade also raises blob and block gas limits in progressive steps—from 30 million to 150 million gas units—to boost throughput and protect network stability. At a recent Enterprise Ethereum Alliance briefing, developers detailed a new cryptographic precompile aligning with modern passkey standards for smoother wallet authentication and enterprise-grade user experience. Testnets on Hoodi, Holesky and Sepolia demonstrated faster synchronization and lower fees under peak loads. For traders, the Ethereum Fusaka Upgrade signals higher network capacity, lower transaction costs and greater Layer-2 adoption potential. ETH trades around $3,842 amid bearish exchange inflows, with support near $3,600. Long-term efficiency gains may underpin renewed demand, while short-term volatility could offer trading opportunities.
Bullish
EthereumFusaka UpgradeScalabilityPeerDASLayer-2

Coinbase Adds XPL and TON to Listing Roadmap for Liquidity Boost

|
Coinbase listing roadmap now includes Plazma (XPL) and Toncoin (TON). Spot trading for both assets will begin once market-maker support and technical readiness are confirmed. Plazma delivers scalable blockchain solutions; Toncoin offers fast transactions and Telegram integration. The update underscores Coinbase’s plan to expand token offerings, boost market liquidity and increase user engagement. Listings often drive visibility and volume, creating early trading opportunities. Traders should watch for official listing dates, monitor market-maker partnerships and infrastructure updates, and research XPL and TON fundamentals. While new listings can spark short-term price rallies, long-term performance depends on project adoption and broader market conditions.
Bullish
CoinbaseToken ListingXPLTONMarket Liquidity

HTX Trading Championship: $200K Spot & Futures Competition

|
HTX Trading Championship kicks off Nov 11–26 UTC, offering a $200,000 prize pool split evenly between spot trading and futures trading. Traders register on HTX and trade to qualify for leaderboard rewards. In the spot section, participants with ≥1,000 USDT volume compete for $100,000: $30,000 for 1st, $20,000 for 2nd, $10,000 for 3rd, $24,000 shared among ranks 4–10, and $10,000 distributed proportionally among other qualifiers. New users making a first spot trade over 100 USDT receive 3 HTX tokens. The futures section mirrors this structure with a $6,000 newcomer pool and leaderboard for traders exceeding 10,000 USDT volume, awarding $30,000 to the top trader. Additional perks include a $50,000 Newcomer Welcome Bonus with fee rebate vouchers, APY booster coupons, up to 1,200 USDT trial funds, daily free lucky draws, and crypto giveaways. This HTX Trading Championship forms part of HTX’s $1 million global festival, aiming to boost trading activity and engage both beginners and pros.
Neutral
HTX Trading ChampionshipSpot TradingFutures TradingCrypto CompetitionNewcomer Bonus

Stable Altcoin Speculation Amid Bitcoin Slump Signals Rally

|
New data from Capriole Investments show the altcoin speculation index held steady at around 25% despite a 10% drop in Bitcoin during October. This stability suggests early risk re-entry as investors shift toward higher-yield altcoins. Breadth metrics — CryptoBreadth50 at 11.2% and CryptoBreadth200 at 6.3% — indicate limited market participation below key moving averages, yet the TOTAL3 market cap (ex-BTC and ETH) is down only 17% from its all-time high, underscoring altcoin resilience. Bitcoin dominance has fallen over 7% to 57.8%, fuelling altcoin season discussions. Analysts remain divided: Matthew Hyland warns the recent BTC rebound may be an institutional “dead cat bounce,” while Finality Capital’s Kamal Mokeddem views the gradual altcoin rise as a maturation into essential Web3 primitives. Overall, stable altcoin speculation and solid market breadth metrics hint at a potential Q4 rally led by smart money.
Bullish
Altcoin SpeculationBitcoin DominanceMarket BreadthAltcoin SeasonWeb3 Adoption

SEC Vows Unwavering Crypto Enforcement, Proposes Token Taxonomy

|
In prepared remarks at a Federal Reserve Bank of Philadelphia event, SEC Chair Paul Atkins outlined Project Crypto, committing to robust crypto enforcement under the pending market structure bill. He proposed a Howey-test anchored token taxonomy to classify digital assets into securities tokens, digital commodities, collectibles, utility tokens and network tokens, and noted tokens may lose securities status after initial promises are met. The plan also includes tailored exemptions and offering rules for assets originally sold as investment contracts, while tokenized securities remain squarely under SEC regulation. Despite the government shutdown, lawmakers are advancing the market structure bill to clarify agency roles in digital asset oversight. Traders should watch for final taxonomy rules, new exemption frameworks and the bill’s passage, as these will shape compliance requirements, trading classifications and regulatory risk.
Neutral
Crypto EnforcementToken TaxonomyMarket Structure BillProject CryptoSEC Regulation

Corporate Bitcoin Treasuries Fall to 60% as BTC Buys Slow

|
In October, corporate Bitcoin treasuries saw their share of total corporate crypto assets fall to 60% from 75% in April as major investors slowed purchases. These corporate Bitcoin treasuries remain led by MicroStrategy, which holds 640,808 BTC, yet corporate accumulation dipped to just 14,447 BTC—the smallest monthly increase of 2025. Metaplanet led new buys, adding 5,268 BTC (total 30,823 BTC), while Coinbase added 2,772 BTC to reach 14,548 BTC. The global tally of corporate Bitcoin holders rose to 353 entities, with the US leading at 123, followed by Canada, the UK and Japan. October also saw at least five BTC treasuries and four altcoin treasuries launch share buybacks. Altcoin treasuries gained ground as Ethereum’s share jumped from 2.5% to 15%, supported by Bitmine’s 3.5 million ETH holdings (~3% of supply) and Sharplink Gaming’s planned $200 million ETH deployment on Consensys’ Linea network; Solana remains at 2–3%. Fidelity Digital Assets projects that illiquid Bitcoin supply could reach 42% by 2032. This uptick in institutional accumulation across BTC and PoS altcoins is drawing down liquid supply, highlighting sustained demand and potential market impact.
Bullish
Corporate Bitcoin TreasuriesInstitutional AccumulationAltcoin TreasuriesBitcoin SupplyEthereum Staking

No 2025 Rally Sets Stage for 2026 Crypto Bull Year

|
Bitwise CIO Matt Hougan predicts 2026 will be the real crypto bull year, arguing that the absence of a late-2025 rally resets the four-year cycle and delays the typical peak. Speaking at The Bridge conference, he highlighted strong fundamentals—stablecoins, tokenization, institutional investment and regulatory progress—that remain intact and poised to drive sustained upside. Renewed DeFi interest, spurred by Uniswap’s fee switch proposal, adds momentum. Hougan expects major assets like Bitcoin (BTC), Ether (ETH) and Solana (SOL) to reach new highs by 2026, though not at the extreme levels some analysts forecast. While crypto-native retail investors stay cautious after FTX and memecoin setbacks, traditional retail inflows via spot ETFs continue to strengthen market outlook. These factors underpin the 2026 crypto bull year forecast and suggest a bullish market trajectory.
Bullish
Crypto Bull MarketFour-Year CycleInstitutional InvestmentDeFiSpot ETFs

Solana Daily Active Addresses Plunge to 12-Month Low Amid Memecoin Cooldown

|
Solana daily active addresses have tumbled from around 9 million at the start of 2025 to a 12-month low of 3.3 million on a seven-day moving average, driven by the cooling memecoin craze that fueled record network usage last year. This sustained decline points to waning on-chain demand, which may exert short-term pressure on SOL price and Solana-based DeFi projects. Traders should track daily active addresses alongside transaction volume and developer activity to gauge network health. While blockchain ecosystems often cycle through periods of low engagement, the current dip could present a tactical buying opportunity for those focused on upcoming projects and long-term adoption beyond speculative trading.
Bearish
SolanaDaily Active AddressesMemecoinsNetwork ActivitySOL Price

FATF 2025 Crypto Asset Recovery Guidance & Best Practices

|
FATF has released its 2025 Crypto Asset Recovery Guidance, outlining policy frameworks, investigation methods, and full lifecycle management for seized virtual assets. It advises treating virtual assets as a distinct asset class, building operational capacity from the first encounter, and deploying blockchain analysis tools for real-time tracing. The report finds over 80% of jurisdictions rate low to moderate in asset recovery effectiveness, highlighting the rising role of virtual assets in finance and crime. Seizure methods include private key acquisition, VASP collaboration, and stablecoin issuer freezes, followed by secure custody and phased disposal. The guidance also reinforces that effective crypto asset recovery relies on public-private partnerships like Operation Spincaster—which blocked and recovered $162 million in fraud proceeds—and advanced analytics. It recommends solutions such as Chainalysis Reactor, Wallet Scan, and Rapid, supported by specialist training. With more than $75 billion in on-chain criminal assets at stake, the new rules aim to strengthen financial integrity, support victims, and enhance market confidence.
Neutral
FATF GuidanceCrypto Asset RecoveryBlockchain AnalysisPublic-Private PartnershipVirtual Asset Seizure

Brazil Pretrial Seized Bitcoin Sales, New Crypto Rules

|
Brazil’s Congress is reviewing Bill 5.582/2025 to authorize the pretrial sale of seized Bitcoin, treating digital assets like foreign currency or securities. Under the anti-faction law, banks and exchanges can liquidate seized Bitcoin before court verdicts, although protocols for acquitted individuals remain undefined. The measure targets gangs such as Comando Vermelho and faces a December 18 vote. Simultaneously, the Central Bank of Brazil will enforce stricter crypto regulation from February: all crypto firms must obtain a license, hold capital reserves of 10.8 to 37.2 million reais, and report transactions under new FX and capital market rules. This dual push for seized Bitcoin sales and crypto licensing reflects a tougher compliance landscape for traders and institutions.
Bearish
Seized BitcoinBrazil RegulationCrypto LicensingOrganized CrimeCapital Reserves

Bitcoin Tops $100K on ETF Inflows and Institutional Demand

|
Bitcoin price has climbed above $100,000 in 2025. The surge is fueled by over $50 billion in spot Bitcoin ETF inflows since their late 2024 approval and institutional demand from firms like BlackRock and Fidelity. The April 2024 halving tightened supply, helping prices peak near $105,000 in Q3. Regulatory clarity from the SEC and EU regulators has reduced custody risks and drawn pension funds and endowments. Average daily trading volumes exceed $30 billion, and market capitalization surpassed $2 trillion. Traders should monitor ETF flow data, institutional adoption metrics, and upcoming policy updates to anticipate further Bitcoin price movements.
Bullish
BitcoinBitcoin ETFInstitutional AdoptionHalvingRegulatory Clarity

Waymo Debuts Driverless Freeway Robotaxis in SF, LA, Phoenix

|
Waymo has expanded its fully driverless robotaxis to freeways in San Francisco, Los Angeles and Phoenix. This new 24/7 driverless freeway service marks the first commercial highway operation without human safety drivers. Advanced sensor systems and software, validated through millions of simulated miles and closed-course tests, enable Waymo’s autonomous vehicles to maintain legal speeds, integrate with traffic flow and handle unexpected lane changes or disruptions. With a fleet of over 2,500 self-driving vehicles across five markets, Waymo also adds San Jose International Airport routes and plans to connect San Francisco Airport. The service cuts trip times by avoiding urban detours and reinforces Waymo’s lead in autonomous vehicle innovation.
Neutral
WaymoDriverless RobotaxisAutonomous VehiclesFreeway Ride-HailingUrban Mobility

Avalanche Stablecoin VAT Refund Pilot by NH Nonghyup Bank

|
NH Nonghyup Bank has launched a proof-of-concept Avalanche stablecoin VAT refund pilot in partnership with Avalanche, Fireblocks, Mastercard and Worldpay. The trial uses simulated transactions and smart contracts to test a real-time settlement model for a 10% VAT refund for inbound tourists in South Korea, without using real customer funds. This Avalanche stablecoin VAT refund service aims to replace the traditional paper-based process, cut settlement times, reduce operational costs and enhance security and auditability. NH Nonghyup Bank plans to expand the solution as regulatory guidelines for stablecoin payments and refunds evolve, setting a potential template for broader stablecoin adoption and cross-border payment infrastructure.
Bullish
AvalancheStablecoinVAT RefundReal-time SettlementCross-border Payments

Dormant Sales, Strong USD & Privacy Rally Stall Bitcoin

|
Bitcoin continues to face firm resistance near $106,000 due to persistent selling by long-term holders unloading dormant coins, renewed strength in the US Dollar Index, and a market rotation into high-flying privacy tokens. Addresses inactive since 2018—including veteran trader Owen Gunden moving over 1,800 BTC to Kraken—are increasing selling pressure amid a 20% pullback from the $126,220 all-time high. At the same time, the DXY index has climbed on renewed confidence in US fiscal stability, reversing its typical inverse relationship with Bitcoin and reducing demand for risk assets. Meanwhile, privacy-focused coins such as ZEC (+99%), DCR (+74%), DASH (+37%) and XMR (+22%) over the past month have outperformed Bitcoin, drawing trader attention away. Despite $524 million in net inflows into Bitcoin spot ETFs, muted sentiment and these combined headwinds suggest limited near-term upside and make a run toward $112,000 unlikely.
Bearish
Bitcoin resistanceUSD strengthPrivacy coinsLong-term holdersBitcoin ETFs

Tron Revenue Hits $35.4M in 30 Days, Overtakes Ethereum YTD

|
Tron revenue surged to $35.4M over the past 30 days, nearly four times Ethereum’s $9.1M, according to DefiLlama data. In the last 24 hours, Tron earned $1.21M in protocol fees, outpacing Base’s $196,494 and Ethereum’s $146,786. This Tron revenue acceleration is fueled by stablecoin activity—USDT transfers represent over 55% of volume—on its low-cost, high-throughput network that channels transaction fees directly into protocol revenue. Year-to-date, Tron has collected $2.15B in fees, edging past Ethereum’s $2.48B as Layer-2 scaling dilutes base-layer fee capture. Traders should watch Tron’s stablecoin flows and TRX demand for potential trading opportunities in emerging markets.
Bullish
Tron RevenueEthereumStablecoinProtocol FeesTRX

Ethereum Fusaka Upgrade Cuts Fees, Boosts Rollup Scalability

|
Ethereum Fusaka upgrade, scheduled for early December 2024, merges Dencun-based Fulu and Osaka enhancements and introduces PeerDAS distributed blob storage to expand blob capacity by over 400% and reduce node storage needs by up to 87.5%. Confirmed by Bitmine on November 12 after successful Holesky, Sepolia and Hoodi testnet trials, it lowers Layer-2 transaction fees for rollups like Arbitrum and Optimism, enables near-zero cost transactions and up to 2.4 million daily settlements. Supported by core developers including Vitalik Buterin, the upgrade aims to boost rollup scalability, maintain decentralization and deliver faster confirmations. Crypto traders should monitor post-upgrade ETH network usage, Layer-2 fee trends and potential volatility to position for bullish momentum.
Bullish
EthereumFusaka upgradeLayer-2 scalabilityBlob storageTransaction fees

MicroStrategy Shares Trade Below Bitcoin Net Asset Value

|
MicroStrategy shares fell to $223.38, cutting its market cap to about $65.34 billion—below the $65.49 billion–$66.59 billion net asset value (NAV) of its 641,692 BTC holdings. This rare NAV discount marks the first time MSTR stock trades under its Bitcoin NAV. MicroStrategy holds 641,690 BTC at an average cost of $74,080, now up roughly 39%. Despite Michael Saylor’s strategy and software revenue historically supporting a premium, traders now show a preference for direct bitcoin purchases. The NAV gap highlights undervaluation in MicroStrategy stock, opening arbitrage opportunities and potentially shifting asset allocation between MSTR shares and BTC.
Bullish
MicroStrategyBitcoinNAV discountArbitrageAsset Allocation

Congressional Stock Trading Ban Advances to Committee Hearing

|
House lawmakers have scheduled a hearing on the proposed congressional stock trading ban, raising concerns that ethics reform may be delayed. The bill would bar members of Congress from trading individual stocks to curb insider trading and restore market integrity. Over 20 lawmakers outperformed the S&P 500’s 24.9% gain in 2024—led by Rep. David Rouzer’s 149% return and Rep. Debbie Wasserman Schultz’s 142.3%. Democrats averaged 31% returns, Republicans 26%, often in sectors they oversee. Bipartisan support and endorsements from Representatives Seth Magaziner, Anna Paulina Luna and former President Trump have increased momentum. Critics point to trades in defense and technology aligning with policy decisions. Public trackers like the “Pelosi Tracker” have intensified pressure for swift action. Crypto traders should watch for shifts in regulatory scrutiny and market trust, which may influence capital flows between equities and digital assets.
Neutral
stock trading baninsider tradingbipartisan legislationmarket integrityethics reform

Bitdeer Ohio Fire Spares Crypto Mining Hashrate

|
Bitdeer confirmed a fire at its under-construction Massillon, Ohio crypto mining site on November 11. Two of the 26 planned buildings were damaged, but no mining hardware had been installed, so crypto mining operations and overall hash rate remain unaffected. Local fire crews quickly extinguished the blaze with no injuries reported. Preliminary investigations point to an accidental cause, and damage assessments are ongoing. While the incident highlights infrastructure risks in large-scale mining facilities, Bitdeer’s US expansion continues on schedule. Traders can expect no short-term impact on Bitcoin mining capacity but should monitor updates for any operational changes.
Neutral
BitdeerCrypto MiningOhio Site FireMining InfrastructureHashrate Stability