【Spot Market Pulse | 11/3 20:00】
BTC~77010 (−1.1%), ETH~2264 (−1.0%), SOL~92.5 (−1.7%), BNB~697 (−1.2%), XRP~1.257 (+0.6%). Fear & Greed: 26 (Fear); the morning sentiment post was at 37, down 11 points during the day. The morning sentiment post put BTC at around 76799, versus the current price of around 77010. It retreated from an intraday high of around 77315 to a low near 76386, then recovered a little; over the past 48 hours, the high was around 78867 and the low around 76386, still about 4990 short of 82k.
Hot coins: The board is still generally cold, with few gainers. IRYS~+11.6%, volume around 2.7 million, thin; STRK~+5.2%, volume around 3.5 million, thin; GRVT was around +2.3% in the morning sentiment post, now around +3.3%, volume around 3.2 million, thin, with gains slightly extended; TRX was around +2.0% in the morning sentiment post, now around +1.9%, volume around 9.5 million, solid volume, still holding up; LIT was around −2.5% in the morning sentiment post, now around +1.2%, volume around 12.5 million, solid volume, back in the green; PUMP~+1.2%, volume around 7.6 million. SOPH was around +0.1% in the morning sentiment post, now around −4.6%, volume around 700,000, thin, turning red; TRUMP was around −6.7% in the morning sentiment post, now around −3.4%, volume around 7.9 million, with losses narrowing a little; OKB was around −4.0% in the morning sentiment post, now around −3.0%, volume around 7.6 million; MEGA was around +2.9% in the morning sentiment post, now around −1.1%, volume around 2 million, thin, turning red. On the cold side: XLITE was around −18.7% in the morning sentiment post, now around −20.5%, volume around 3.6 million, thin, with losses deepening again; HUMA was around −11.6% in the morning sentiment post, now around −15.9%, volume around 2 million, thin, with losses widening; PONS was around −13.6% in the morning sentiment post, now around −13.0%, volume around 6.4 million, still being sold off; NEAR was around −9.8% in the morning sentiment post, now around −6.6%, volume around 27 million, solid volume, with losses narrowing; ZEC was around −8.0% in the morning sentiment post, now around −6.0%, volume around 71.8 million, very solid volume, with losses narrowing slightly; CT was around −10.4% in the morning sentiment post, now around −5.3%, volume around 2.4 million; LSK was around −11.1% in the morning sentiment post, now around −4.9%, volume around 600,000, thin, with losses narrowing considerably.
Events to watch: Binance's official announcements page has posted Update
#6 (11/3): starting 11/3 04:00 (UTC), another batch of network/asset withdrawals will resume. Restorations will be phased in, prioritized according to demand and following security checks; deposits are unaffected. The post did not give a new dollar figure for withdrawals. The latest figure remains the version as of around 11/1 23:30 UTC+8: about $4.65 billion in withdrawals and about $3.64 billion in net outflows. Update
#5 (11/2) remains unchanged: the full zk proof for the 10/31 00:00 (UTC) PoR is now verifiable, and the next snapshot is planned for 11/4. Farside's full figures for Monday (11/2) are out: BTC saw total net outflows of around $398.6 million, and ETH total net outflows of around $139.7 million; Friday (10/30) figures remain BTC around −$643.2 million and ETH around −$155.7 million. Farside has not yet posted a figure for Tuesday (11/3). On Polymarket, the odds of a 25 bp rate hike in December are around 72.5%, versus around 25.5% for no change, roughly in line with the morning sentiment post.
$BTC $IRYS $NEAR