AscendEX Web3 Weekly Report: The Fusaka Pivot, Macroeconomic Indecision, and the Infrastructure Supercycle
1. Executive Summary As we enter the first week of December 2025, the digital asset industry finds itself in a nuanced and critical transition period. Following an extremely volatile fourth quarter—where Bitcoin (BTC) hit an All-Time High (ATH) of approximately $126,000 before retracing sharply below $90,000—the market has entered a state of characteristic "Indecision." This cooling of sentiment is not due to a single factor but is the result of a collision between macroeconomic uncertainty and
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AscendEX Web3 Weekly | November 24–30, 2025
Dec 01,2025
1. Editor's Note 【Opinion】Market Resilience Passes "Stress Test" as Privacy Sector Surges This week (November 24–30), the crypto market executed a textbook "V-shaped" recovery. Following a bleak start where Bitcoin tested the lower bounds of the $80,000 region and market sentiment plunged into "Extreme Fear" (Index at 10), strong buying pressure at the $85,000 level firmly established a structural bottom. As the Thanksgiving holiday approached, the return of institutional flows combined with re
AscendEX Web3 Weekly | November 17–23, 2025
Nov 24,2025
Editor's Note This week, the total crypto market cap declined approximately 10.14% to $2.85 trillion, with Bitcoin falling from around $95,500 to near $86,000, down over 9%. This pullback reflects heightened macroeconomic uncertainty, including Fed minutes signaling reduced rate cut expectations and signs of global liquidity tightening. Fund flows turned cautious, with institutions showing net outflows via ETFs totaling $379 million, highlighting a drop in short-term risk appetite. Despite this
US Election Uncertainty Drives Crypto Retreat, Bitcoin below $100k
Nov 06,2025
Executive Summary Bitcoin experienced its most significant weekly decline in months, dropping below the $100,000 psychological barrier for the first time since late June 2025 as U.S. election uncertainty and Federal Reserve rate cut doubts triggered a broad risk-off rotation across cryptocurrency markets. The week saw Bitcoin plunge from $109,556 (October 31) to $103,878 (November 6), marking a -5.3% weekly decline amid $2.09 billion in total liquidations primarily affecting long positions. Eth
Market Consolidates as Institutional Sentiment Fluctuates
Oct 30,2025
Executive Summary Bitcoin held steady around $110,000 after a volatile October, marking a near-flat weekly close with monthly decline of about 3%. Ethereum saw significant ETF outflows totaling $93.6 million on October 24, with BlackRock's ETHA leading withdrawals at $101 million while ETH experienced a modest inflow of $7.4 million, reflecting mixed institutional sentiment. The market displayed defensive rotation with privacy coins and exchange tokens gaining relative strength. DeFi protocols
Options Market Surges as Institutions Deploy $40B Hedging Strategy
Oct 23,2025
Executive Summary: Bitcoin's options open interest exceeded futures by a record $40 billion as institutions aggressively deployed hedging strategies during seven consecutive days of market decline, with BTC consolidating around $107,600 (-0.42% weekly) in its worst October performance since 2015. Despite $101.29M Bitcoin ETF outflows and $18.77M Ethereum outflows on October 22, public companies increased BTC holdings to 1.02 million tokens ($117B, +28% quarterly) while whales strategically rebu
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Weekly News Digest for Crypto
Weekly News Digest for Crypto
Update the latest virtual currency global news every week, defining crypto, digital assets and the future of finance.
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