#Více amerických ekonomických ukazatelů je naplánováno na zveřejnění dnes.
20:30 (UTC+8): Listopadové propouštění pracovních míst Challenger
21:30 (UTC+8): Počáteční žádosti o podporu v nezaměstnanosti za týden končící 29. listopadu, s očekáváním na 220 000
23:00 (UTC+8): • Listopadový globální index tlaku na dodavatelské řetězce • Měsíční sazba objednávek ve výrobě za září
Ačkoliv jsou tyto ukazatele zaměstnanosti a nabídky důležité, trhy se stále soustředí na měnovou politiku. Aktuální data o sázkách z Polymarket ukazují 94% pravděpodobnost, že Federální rezervní systém USA provede snížení sazby o 25 bps v prosinci, což naznačuje silnou tržní přesvědčení bez ohledu na krátkodobé ekonomické zveřejnění.
---
Rychlý přehled trhu
Cenění snížení sazby s vysokou důvěrou: 94% pravděpodobnost znamená, že trhy v podstatě považují snížení za „skoro zaručené.“
Měkké čísla o zaměstnanosti = více holubičího paliva: Pokud žádosti o podporu vzrostou nebo se zvýší propouštění Challenger, očekávání dalšího uvolnění by se mohla posílit.
Dopad kryptoměn: • Nižší sazby → riziková momenta → obvykle podporující pro BTC, ETH a hlavní kryptoměny • Sledujte volatilitu kolem časů zveřejnění—likviditní kapsy by mohly zveličit pohyby.
#The European Commission has proposed shifting substantial regulatory and enforcement powers to the European Securities and Markets Authority (ESMA), aiming to centralize oversight of major financial market infrastructures. The plan would give ESMA direct authority over systemically important clearinghouses, central securities depositories (CSDs), trading venues, and—importantly—crypto-asset service providers, even though national-level crypto rules were introduced less than a year ago.
A new five-member independent board would be established, funded initially by the EU budget, while ongoing operational costs would be covered by regulated entities such as trading venues, CSDs, and crypto firms.
The proposal also includes legislative changes to:
prevent member states from adding extra requirements for securities issuers,
simplify CSD licensing for cross-border services,
integrate distributed ledger technology (DLT) into EU regulations.
However, the move faces resistance from several member states unwilling to surrender regulatory autonomy to Brussels. Formal negotiations will start in January, when Cyprus takes over the rotating presidency of the EU Council.
---
Quick Take
Big move toward centralization: EU wants ESMA to become a more powerful, pan-European market regulator.
Crypto sector impact: Crypto-asset service providers fall under stronger EU-level supervision—reflecting the bloc's push for standardized oversight under MiCA and beyond.
Member state tension: Expect political friction as national regulators resist losing control.
DLT adoption: Signals continued EU interest in blockchain-based market infrastructure.
According to Foresight News, CertiK’s on-chain monitoring shows that approximately $127 million in losses were confirmed across various security incidents in November. Out of this total, about $45 million has been frozen or successfully recovered, reducing the net realized loss. $BTC
According to BlockBeats, Huang Licheng (Machi Big Brother) has dramatically expanded his Ethereum position. Data from Hyperinsight shows that he has increased his holdings by 25x, bringing the total position size to $28.6 million.
Entry Price: $2,981.59
Liquidation Price: $2,885.75
This substantial increase signals strong conviction in Ethereum’s near-term performance from one of the market’s most active whales.
#Market Bets on $80,000 as Strong Support in Options Trading
According to BlockBeats, on-chain analyst Murphy reports notable activity in the Bitcoin options market. Traders are heavily buying call options at the $80,000 strike, signaling strong confidence that this level will act as solid support.
At the same time, there is an increase in selling of call options and buying of put options at the $100,000 strike, reflecting expectations that $100,000 will remain a strong resistance level.
In short:
$80,000 → Market views it as a strong support, with bullish positioning.
CME Group Trading Halt: Co se stalo a proč je to důležité
1. Co je potvrzeno
BrokerTec EU trh je otevřen — to je CME evropská platforma pro obchodování s pevnými příjmy.
Všechny ostatní CME trhy zůstávají pozastaveny, včetně:
Komoditních futures
Futures na akciové indexy
Krypto futures (BTC, ETH, SOL, atd.)
Příčina: Selhání chladicího systému v datovém centru CyrusOne, které hostí kritickou infrastrukturu CME.
Tento typ výpadku je vzácný, protože CME obvykle má silnou redundanci, takže skutečnost, že obchodování je stále pozastaveno, naznačuje podstatnou operační přerušení.
---
2. Proč je to velká věc
A. Dopad na globální trh s deriváty
CME je největší burza s deriváty na světě. Pozastavení ovlivňuje:
Cenotvorbu komodit
Bondové trhy
Futures na Forex
Krypto futures
I krátký výpadek může způsobit vlnění na globálních trzích kvůli závislostem na cenách.
B. Krypto futures konkrétně
Krypto futures na CME jsou silně využívány:
Institucemi
ETF
Hedgingovými deskami
Pozastavení znamená:
Likvidita dočasně zmizí
Cenotvorba je narušena
Riziko volatility se zvyšuje, dokud se obchodování neobnoví
Spotové krypto trhy mohou zažít krátkodobou nestabilitu, protože arbitráž řízená futures je pozastavena.
---
3. Technické selhání: Porucha chladicího systému
Datová centra se spoléhají na redundantní chlazení; přehřátí může poškodit servery. Pokud selže jak primární, tak záložní chlazení, burzy vypnou systémy, aby se předešlo zničení hardwaru.
To by mohlo naznačovat:
Hlavní výpadek ovlivňující více racků
Selhání redundance napájení nebo HVAC
Bezpečnostní vypnutí vyvolané vzrůstajícími teplotami
---
4. Proč BrokerTec EU stále funguje
Pravděpodobná vysvětlení:
Funguje z jiného datového centra
Má nezávislou infrastrukturu pro přežití
Různé požadavky na latenci umožňují rychlejší obnovení
To je v souladu s distribuovanou architekturou CME.
---
5. Co očekávat dál
A. Fázové znovuotevření trhu
CME pravděpodobně:
1. Obnoví základní konektivitu
2. Znovuotevře nejvíce objemné futures jako první
3. Znovu zavede krypto futures v pozdějších fázích
4. Provede kontroly integrity systému před úplným znovuotevřením
#Číslo přílivu, které jste sdíleli — 60,99 milionu USD do ETF Ethereum na spotovém trhu v USA — je pozoruhodné, zejména vzhledem k současným podmínkám na trhu. Tady je, co to obvykle naznačuje:
Co tento příliv naznačuje
1. Růst zájmu institucí Velké přílivy do spotových ETF obvykle přicházejí od institucí, správců majetku a strukturálních investičních produktů. To naznačuje rostoucí důvěru v Ethereum jako investiční aktivum.
2. Silná poptávka navzdory volatilitě Udržované přílivy během nejistých nebo volatilních období často znamenají, že investoři považují Ethereum za podhodnocené nebo jako součást strategie dlouhodobé alokace.
3. Fáze zralosti ETF Jak se více investorů začíná cítit pohodlně s regulovanou expozicí kryptoměn, ETF Ethereum začínají vykazovat chování podobné ETF Bitcoin v jejich rané fázi růstu — stabilní přílivy, rostoucí likvidita a širší přijetí.
Potenciální dopad na trh
Pozitivní cenový tlak, pokud přílivy přetrvávají, protože vydavatelé ETF musí nakupovat ETH na krytí akcií.
Zlepšená důvěryhodnost trhu, zejména pokud za tímto pohybem stojí tradiční alokátoři financí.
#Binance to Suspend Ontology (ONT) Network Deposits & Withdrawals for Upgrade
Binance has announced that it will temporarily suspend deposits and withdrawals on the Ontology (ONT) network starting 2025-12-01 at 07:00 UTC. The suspension is needed to support a network upgrade and hard fork that aims to improve overall performance and user experience.
Key Details of the Upgrade
The upgrade includes major tokenomics changes for Ontology Gas (ONG).
ONG maximum and total supply will be reduced from 1 billion to 800 million.
200 million ONG will be burned immediately during the upgrade.
Circulating supply will not change at the moment, but may gradually drop to ~750 million due to a new permanent lock mechanism.
Impact on Users
Trading of ONT and ONG will continue normally on Binance.
Only deposits and withdrawals on the Ontology network will be paused.
Binance will handle all technical tasks required.
Services will reopen once the network is stable, though no additional announcement will be issued.
Users can check the official Ontology project announcement for full technical details.
A Reuters survey of over 45 stock market strategists, conducted from Nov 14–25, projects that the S&P 500 will reach 7,490 points by the end of 2026, an 11.7% increase from current levels. The optimistic forecast is supported by:
A strong U.S. economy
Robust performance of technology companies
Continued accommodative monetary policy from the Federal Reserve
If the market ends 2025 higher, it will mark four consecutive years of gains for the S&P 500.
However, among 14 respondents to follow-up questions, 8 expect a near-term pullback, citing risks such as:
#BNB Slides Below 860 USDT as Market Sees Mild Consolidation
Nov 26, 2025 — 03:55 AM (UTC) According to the latest Binance Market Data, BNB has dipped below the 860 USDT level, continuing its gradual consolidation phase. The token is currently trading at 859.530029 USDT, marking a 0.17% decrease in the past 24 hours.
While the decline is modest, the move reflects a cooling in momentum after recent price fluctuations. The slim percentage drop indicates limited selling pressure, suggesting that BNB may be stabilizing within its current range rather than entering a deeper correction.
Market observers note that BNB has been hovering between 855–870 USDT, with buyers and sellers showing restraint ahead of potential catalysts such as broader crypto market direction, liquidity rotation, and updates from the Binance ecosystem. The 860 USDT threshold has acted as a short-term psychological support, and traders are watching closely to see whether BNB can reclaim this level in the near term.
Nov 26, 2025 — 04:08 AM (UTC) According to the latest Binance Market Data, Bitcoin (BTC) has slipped below the 87,000 USDT level, continuing its short-term corrective movement. The leading cryptocurrency is currently trading at 86,969.507813 USDT, reflecting a 1.15% decline over the past 24 hours.
Despite the drop, the decrease is described as narrowed, indicating that selling pressure may be cooling after recent volatility. Bitcoin has remained within a relatively tight trading band, suggesting that market participants are waiting for stronger catalysts — such as macroeconomic signals, ETF flows, or liquidity shifts — before committing to larger directional moves.
Market analysts note that dips toward the mid-86,000 range have previously served as short-term support, though further downside cannot be ruled out if broader market sentiment weakens. Traders are monitoring BTC’s next support around 85,500–86,000 USDT, while resistance remains near 88,000–89,000 USDT.
Overall, Bitcoin’s slight pullback aligns with the broader crypto market’s cautious tone as investors assess global risk trends and upcoming economic data releases.
$BTC Singapore Exchange Sees Strong Debut for Bitcoin and Ethereum Futures
According to Odaily, the Singapore Exchange (SGX) derivatives market recorded a strong opening for its newly launched Bitcoin and Ethereum perpetual futures. On the first trading day, the combined trading volume reached nearly 2,000 contracts, representing a nominal value of around $35 million. The launch was backed by eight clearing institutions, including Bright Point International, Guotai Junan Futures, KGI Securities, Marex, Nanhua Singapore, Orient Futures, Phillip Nova, and StoneX Financial. #USJobsData #ProjectCrypto #BTCRebound90kNext? #WriteToEarnUpgrade #CPIWatch
$BTC A Cayman Islands court has issued an injunction blocking Maple Finance from launching syrupBTC, its new yield-based Bitcoin product. The ruling stems from accusations by Core Foundation, which claims Maple violated an exclusive contract and used confidential information from their joint IstBTC project to develop the competing product.
Maple Finance, which manages over $3 billion in assets, denies the allegations and says syrupBTC was created independently. The firm has announced it will return 85% of principal to BTC Yield lenders now, with the remaining 15% to be released once the legal dispute is resolved.
Industry experts say the case highlights the increasing need for DeFi projects to comply with traditional legal frameworks. Block Street CEO Hedy Wang stressed that off-chain contracts remain enforceable, while Axelar’s legal advisor Jason Rozovsky emphasized the importance of ensuring user assets are stored in bankruptcy-remote structures for better protection.
$BTC #Here’s a clear, professional summary and insight based on the update you shared:
---
🌐 Animoca Brands Gains Preliminary Regulatory Approval in Abu Dhabi
According to ChainCatcher, Animoca Brands has received in-principle approval (IPA) from the Financial Services Regulatory Authority (FSRA) of the Abu Dhabi Global Market (ADGM) — one of the most reputable and tightly regulated financial hubs in the UAE.
---
📌 What This Approval Means
The IPA allows Animoca Brands to begin the process of becoming a fully regulated fund management company in ADGM.
Once final approval is granted, the company will be authorized to:
Manage collective investment funds
Operate investment activities within or from ADGM
Offer regulated financial products to institutions and investors
---
🏦 Why This Is Important
1. Strong Signal of Institutional Legitimacy
Being regulated in ADGM gives Animoca more credibility with:
Institutional investors
Global partners
Web3 financial participants
2. UAE’s Push for Web3 Leadership
Abu Dhabi is positioning itself as a global crypto and digital asset hub. Animoca joining ADGM strengthens that ecosystem.
3. Expansion Into Regulated Investment Products
This may lead to:
Web3-focused investment funds
Metaverse and gaming venture funds
Digital asset portfolios backed by Animoca’s ecosystem
---
🔍 Strategic Impact
Animoca Brands, known for its large presence in blockchain gaming, digital assets, and the metaverse, can now build regulated, compliant financial products, which is crucial for attracting institutional capital into Web3.
#Solana Community Proposes Major Token Economic Shift AI Summary According to PANews, the Solana community has introduced a new governance proposal, SIMD-0411, aimed at significantly accelerating the network's deflationary timeline and reshaping the long-term economic model of the SOL token. The proposal seeks to increase Solana's annual deflation rate from -15% to -30%, reducing the time to achieve the long-term inflation floor from approximately six years to just over three years. Current projections suggest this change will decrease future SOL token issuance by over 22 million tokens, equivalent to nearly $3 billion at current market valuations, marking one of the most significant monetary policy adjustments in the ecosystem's history. Solana's existing token economic framework sets an annual inflation rate of about 4.18%, gradually decreasing to a final inflation rate of 1.5%. SIMD-0411 accelerates this process, establishing a faster trend of token issuance reduction. Proponents argue that this will improve supply-demand dynamics, support stronger price stability, and align Solana's economic model with the behavioral expectations of institutional investors entering the ecosystem. For a chain historically focused on growth, throughput, and incentive-driven expansion, this represents a shift towards a more scarcity-oriented design philosophy.$BTC #US-EUTradeAgreement #CryptoIn401k #BTCRebound90kNext? #CPIWatch #CryptoIn401k
#Here’s a clean and concise breakdown of the market data you shared — plus a quick sentiment analysis to help you understand what it means:
---
📊 Market Overview: Mixed Momentum
The crypto market is currently showing mixed performance, with some assets gaining modest upward momentum while others face noticeable downward pressure.
---
📈 Top Gainers
These coins are showing strength and mild bullish sentiment:
AR – $3.94 (+3.47%)
SATS – $0.0000000178 (+3.24%)
AAVE – $168.33 (+1.99%)
ILV – $7.35 (+1.41%)
GLM – $0.198 (+1.02%)
🟢 Interpretation: Gains are moderate, not explosive — this reflects cautious buying or short-term recovery rather than a full bullish breakout.
---
📉 Top Losers
These tokens are facing sell pressure:
STRK – $0.147 (–5.26%)
FET – $0.274 (–5.08%)
RON – $0.185 (–3.78%)
AEVO – $0.047 (–2.79%)
ZK – $0.0380 (–2.79%)
🔴 Interpretation: The declines (especially STRK & FET over –5%) signal bearish sentiment, possibly due to:
Profit-taking
Negative news or low volume
Market risk-off behavior
---
📌 Overall Market Sentiment
Neutral to slightly bearish.
Gains exist but are small; losses are more significant in percentage terms.
Market likely waiting for a macro trigger (e.g., BTC movement, Fed updates, major crypto news).