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OVERVIEW

Timing Crypto Is A Bitch ⌛️

Before we dive in, here’s today’s crypto market heatmap:

Source: Santiment

And here’s a look at crypto’s total and altcoin market cap YTD:

Source: TradingView

Technical Analysis
Timing Crypto Is A Bitch ⏲️ 

There’s a saying in crypto that trying to trade or swing Bitcoin is pointless compared to just hodling. Why? Because the number of days in a year that you might benefit from a big move is very few. 📆 

Care to guess? 30 days? 45 days?

Nope. 10 days. That’s it.

Missing those days can devastate returns, as they often account for the majority of Bitcoin’s annual gains.

And it’s not just Bitcoin. some of the biggest movers in crypto over the past two weeks have recovered months and even years in a very, very short period of time:

• XLM reclaimed 145 weeks of losses and stagnation in just 13 days.

• ADA reversed 131 weeks of downward and sideways action in 10 days.

• DOGE bounced back 41 months’ worth of price in a mere 31 days.

• XRP took 19 weeks to recover over three years of decline and flat trading.

• In a little over two weeks, Tezos climbed back to prices last seen eight months ago.

And if things keep popping the way they are in the altcoin market, there’s about to be a flood of other tickers reclaiming multiyear price levels soon. 🤯 

New In Three Sentences
Crypto News 📰

🧨 Tyler Winklevoss Torches Gensler: Evil, Sociopathic, and Done

Tyler Winklevoss just went full thermonuclear on SEC Chair Gary Gensler in an X thread, calling him “evil” with “sociopathic ambition.” His gripe? Gensler torched the crypto industry, wiped out livelihoods, and pushed his political agenda at any cost—even if it meant blowing up his own party. Rumor has it Gensler might bail before Trump’s inauguration, but Winklevoss thinks anyone who works with him post-SEC deserves a boycott. X.

💡 Etherlink is Tezos’ Sleeper Hit, and It’s Gunning for Ethereum’s Crown

Etherlink, Tezos’ Ethereum-compatible Layer-2, is quietly stealing the spotlight with a packed ecosystem that already includes Rarible, BattleRise, and Sugarverse. A shiny new token bridge and support for FA 2.1 tokens are just the beginning. Tezos blog.

💰 Bernstein: Bitcoin at $200K? Sure, Why Not

Bernstein analysts think $200K Bitcoin by 2025 isn’t just plausible—it’s on brand for this cycle. They’re pointing to Trump stacking his cabinet with pro-BTC picks, chatter about a U.S. Bitcoin reserve, and institutional adoption hitting hyperdrive. With ETFs piling up, MicroStrategy backing up the truck, and miners hoarding, this bull run isn’t just for retail—it’s sovereigns and suits now. TheBlock.

🏦 Banks vs. Crypto: The Clock’s Ticking

Traditional banks are playing a losing game trying to keep crypto out, according to Sam Price from Crypto Lifer. He calls out the irony of banks booting Bitcoin-rich clients while the rest of the world wakes up to fiat’s flaws. Price doesn’t think banks will integrate crypto slowly—it’ll hit like a landslide when they finally give in. TheStreet.

🌱 Holochain Finally Hits Puberty: Time to Focus Up

After years of trying to do everything and succeeding at none of it, Holochain is streamlining. The Foundation is taking over development with a singular goal: making Holochain reliable enough for real-world, mission-critical deployments. With partners like decentralized gamers, supply chain pros, and even carbon market folks lining up for 2025, Holochain might actually make itself useful. Holochain blog.

💰 ZetaChain Waves 10M ZETA at Validators, Asks, “You In?”

ZetaChain’s throwing out 10 million ZETA for its Validator Delegation Program, giving smaller validators a real shot while keeping things decentralized. Bonus ZETA is on the table for validators who bring more than just uptime, and the first round kicks off December 13. Apply by November 28 if you want in. ZetaChain blog.

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Quiver’s strategy, called the Congress Buys Strategy, tracks the performance of stocks that have been recently purchased by members of U.S. Congress (or their family). The holdings are weighted based on the reported size of the purchases, with weekly rebalancing.

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News In Three Sentences
Metaverse, NFT, & Gaming News 🎮️

⚔️ Mirandus Preview is Live, but Only for NFT Holders—Gala Games Plays Favorites

Gala Games just opened up Mirandus for Exemplar NFT owners to flex their early access. If you own one of these bad boys, you can explore the game, trade NFTs on OpenSea or NFT Harbor, and feel smug about being in the cool kids’ club. For everyone else, better luck next time—because server resets and updates mean this is just the warm-up lap for Gala’s web3 MMO. GalaGames blog.

🕹️ Oasis and PixelRealm: Privacy-First Web3 Gaming Is Here

Null Horizons and CryptoFights just bagged grants to push gaming where it should’ve been all along—private and fair. Null Horizons keeps your card strategies secret, while CryptoFights locks down loot drops and matchmaking with Sapphire. Add in backing from Square Enix and FYX Gaming, and you’ve got Web3 gaming that doesn’t suck. Oasis Protocol blog.

News In Three Sentences
DeFi, DEX, and Lending Protocol News 🏦

🚀 Infura’s Decentralized Infrastructure Network is Live, and It’s Kind of a Big Deal

Consensys and Infura’s Decentralized Infrastructure Network (DIN) is now rolling as an EigenLayer AVS. This means DIN is tapping into Ethereum’s economic security and EigenLayer’s tech to make web3 cheaper, more reliable, and actually usable. With 40 providers in the mix and a quarter already serving traffic, DIN’s turning into the go-to marketplace for blockchain devs who don’t want to deal with centralized nonsense. Consensys blog.

🌐 Polkadot’s Anti-Centralization Crusade

The Web3 Foundation is out there reminding everyone what decentralization should look like with its Decentralized Nodes and Decentralized Voices programs. Validators get the boost they need, while governance participants actually get heard—no more power hoarding by the loudest wallets. Polkadot’s 136 Nakamoto Coefficient (a measure of how decentralized a network is) isn’t just a flex; it’s a mic drop for anyone doubting its decentralization game. Polkadot blog.

🛡️ COTI + AnChain.AI: Privacy Meets Compliance (Somehow)

COTI is teaming up with AnChain.AI to make privacy chains compliant without turning them into surveillance nightmares. Their AI-powered Risk Engine promises fraud detection, AML enforcement, and regulatory peace of mind for privacy-focused blockchains. In a world where “privacy” and “compliance” rarely play nice, this partnership might actually work. COTI blog.

ON-CHAIN ANALYSIS
Burnt Bag Briefing 🔥 

Want to know whether the bulls or bears are feeling the most pain today? Well, this is the place to look. 👀

24-Hour Liquidation Heat Map – Source: Coinglass – Click to enlarge.

In the past 24 hours, 124,596 traders were liquidated, with total liquidations reaching $349.555 million.

The largest single liquidation occurred on Binance, a SOLUSDT pair valued at $4.70 million.

Longs lost $224.70 million, while shorts were hit for $124.46 million. 🤕 

SOCIAL ANALYTICS
What’s Trending 🥓

Most bullish/bearish symbols on Stocktwits at the close: 📈 $XTZ, $HBAR, $XLM, 📉 $RAY, $PEPE, and $WIF

Trending crypto tickers across social media: $SOL, $HBAR, $BTC, $XRP, and $ETH

Top trending crypto buzzwords across social media: sol, solana, scammers, eth, funds, trump, coinbase, Armstrong, market wallets, value, total, hedera, xrp, hbar, ripple, cardano, ada, new, high, highs, money, bot, mstr, and saylor

LINKS
Links That Don’t Suck 🔗

🤖 Google’s Gemini AI tells student to ‘Please die’

⛵ Setting Sail: Announcing the Metis voyage alphadrop

👍 Top Bitcoin organisations to support sBTC with new initiative

🏛️ Only Congress can ban election betting, Kalshi tells appeals court in new filing

🤯 Solana overtakes Ethereum as top chain on Nansen, Raydium rakes in record fees

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Author Disclosure: The author of this newsletter holds positions in ADA, WMT, COPI, MIN, AGIX, ALGO, DOGE, ZEC, AVAX, XLM, XTZ, and NEAR. 📋