$AZTEC : November 13 unlock for Foundation — what is known and what is missing
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An unlock is scheduled for $AZTEC on November 13. According to Tokenomist, the recipient is Foundation. The token amount and its share of the circulating supply are not listed on the page. Bittime's overview puts the unlock value at approximately $14.3 million, but recalculating at a price of approximately $0.017 gives a figure that does not match the other data very well — without exact numbers, it is impossible to estimate the share.
Why the recipient matters: according to research by Keyrock, “ecosystem” unlocks are usually the least painful because the tokens go toward liquidity, grants, and incentives rather than being sold.
The hypothesis is that the pressure will be weak: the recipient is Foundation, not the team or investors.
At this point, there are insufficient grounds to short this token.
$CRO: Another ~1.17 billion tokens from the reserve on November 16 — is this a sale or not?
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A tranche of around 1.17 billion CRO (~$60–65 million) is expected on November 16. The previous tranche, on October 17, amounted to about 2.3% of the circulating supply and came from the Cronos Strategic Reserve, with vesting through 2030. The recipient of the November tranche is not named in the source. As of October 22, the price was ~0.056, market cap ~2.9 billion, and daily trading volume ~6.2 million — meaning the tranche is roughly 10 times the daily trading volume.
Hypothesis 1 — limited pressure: this is a network reserve, not a team or investor allocation. Tokens reach the market only if distributed to validators or program participants. The October tranche did not trigger a separate crash: the roughly 8% decline over the week was attributed to broader market caution.
Hypothesis 2 — significant pressure: recurring monthly releases (around 2.3% of supply) combined with thin trading volume create a persistent overhang.
Levels according to Analytics Insight's assessment on October 23: support at 0.055–0.056, then 0.053–0.054; resistance at 0.058–0.060 and 0.065. For a short trade: confirmation would be a sustained break below 0.055 on rising volume; a move back above 0.058–0.060 would invalidate it.
$CRO: A network reserve isn't necessarily supply for sale — or does this kind of monthly release still weigh on the price?
$ARB : monthly unlock on November 16 — just ~1.3% of the circulating supply. Should we expect a drop?
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The next tranche is released on November 15–16: 92.65 million ARB (~$15.3 million at a price of ~$0.166). Recipients: the team and advisors (~56.1 million), and investors (~36.5 million). Around 6.89 billion ARB are in circulation, so the tranche represents roughly 1.3% (some sources put it at 1.3–2.0%). Market cap: ~$1.15 billion. These tranches are released monthly until February–March 2027, alongside a separate Arbitrum Foundation allocation of 750 million ARB through April 2027.
The hypothesis: selling pressure will be weak. The amount is small relative to the market cap, the schedule has been known for a long time, and the market is used to it. According to Tokenomist's research, the unlock effect for established tokens was statistically insignificant compared with similar assets.
If you're considering a short, the date itself is a weak catalyst: the scenario should be based on the overall market trend, not the unlock.
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$ALLO : 60–80% of the circulating supply unlocks on November 11—selling pressure, or already priced in?
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The lockup for early investors and core contributors to Allora ends on November 11 (the date is calculated as 12 months after trading began; Tokenomist gives the same date). Around 160.2 million ALLO will be unlocked—60–80% of the circulating supply (trackers estimate 200–255 million coins in circulation). Investors will receive ~102.5 million, and contributors ~57.8 million. Tokenomist values the total at around $28 million, against daily trading volume of about $4 million (as of October 8). Another ~325 million remain locked and will be released at a rate of ~13.5 million per month over the next 24 months.
The hypothesis: selling pressure will be intense—the unlock is several times larger than both the circulating supply and daily trading volume, the recipients are insiders, and the token has been trading for less than a year (recently listed assets have often seen a noticeable downward drift following unlocks).
ALLO: Is 60–80% dilution already priced in—or is the main selling pressure still ahead?
$XRP : XRPL TVL up +631% in a month—is this a trend or a low-base effect?
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According to DefiLlama, XRP Ledger had the fastest TVL growth among the 50 largest networks over the month: +631%. The network now ranks 24th by this metric. Among protocols, the leader is Steakhouse Financial (+10.66%).
Important caveat: percentage growth from a small base looks especially impressive, and the source does not specify the absolute TVL.
What to watch: whether the growth holds for a few more weeks and whether real users arrive, rather than just one-off deposits.
Is this the beginning of a sustained trend for XRPL—or a one-off spike that will fizzle out in a couple of weeks?
Base launches Denim upgrade: blocks every 200 milliseconds
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On November 5, the Denim upgrade went live on the Base mainnet. The network now produces a full block every 200 milliseconds—five blocks per second—and the interval is enforced by the protocol, not the sequencer’s clock.
What else changed: • Flashblocks were removed — apps must switch to standard block subscriptions • Smart contracts now have access to time in milliseconds (BaseTime), while the standard block.timestamp remains in seconds • New B20 token control rules, including blocking transfers to the contract’s own address
This is Base’s fourth independent upgrade in 2026, following Azul, Beryl, and Cobalt. The team says the goal is to make block production “simpler, more stable, and more reliable.”
For users, this means faster transactions in apps on Base.
What matters more for an L2: block speed—or compatibility with apps that worked with Flashblocks?
Elysium launches on November 9: will Hyperliquid's L2 bring liquidity—or siphon it away?
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The Kinetiq team is launching Elysium, an Arbitrum Orbit-based L2 that settles on HyperEVM. The mainnet is scheduled for November 9.
Key points: • Gas is paid in $HYPE (tokens are bridged 1:1); there is no separate Elysium token or points program for now • Half of the sequencer fees go toward buying back $KNTQ on the open market • Partners include DEX Nest (live from the first block), prediction market Speculate, DEX Dawn, and launchpads Montra and Citadel • HyperCore hooks, which will let contracts read market data and route orders, are expected in about a month
At launch, there will be one sequencer and a validator allowlist; Arbitrum BoLD fraud protection is promised later. The project itself warns that timelines and specifications may change.
Will the new L2 bring liquidity into the Hyperliquid ecosystem—or split it across networks and weaken the main venue?
$ZEC — NU7 upgrade: blocks three times faster and a $16 million risk for Sprout
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Zcash is scheduled to activate NU7 on November 5: the target block time will be reduced from 75 to 25 seconds, version 4 transactions will be disabled, and the Network Sustainability Mechanism will be added (previously withheld coins will begin to be released again starting in February 2031).
Ordinary holders don't need to take any action: there's no need to move or exchange coins. Only those using very old software should update their wallets. Exchanges may suspend deposits and withdrawals for a few hours—check their status pages.
The key detail: version 4 was the only way to withdraw funds from the old Sprout pool. Around 12,226 ZEC (~$16 million at a price of ~$1,300) could remain locked with no way to withdraw them. These are most often coins with lost keys.
Upgrades always bring a wave of phishing attempts. Use links only from official websites.
What will have a greater impact on $ZEC : faster blocks and the new issuance model—or the network deliberately closing off access to some old coins?
$POL : A hard fork could return 70.5 million tokens—but would it set a dangerous precedent?
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On the evening of October 29, Polymarket and Binance were both hit: around 70.49 million $POL was sent to five addresses (23.86 million after Polymarket, 46.63 million after Binance). Tether froze the USDT, but POL has no issuer that could do the same.
For now, the addresses have simply been added to validators’ blocklists. On November 4, Binance and Polymarket proposed a hard fork: zero out the attackers’ balances and credit the same amounts to recovery addresses. The POL supply would not change. That’s around 0.66% of the circulating supply (~$6.6 million at a price of ~$0.093).
What will change the picture: the outcome of the vote and the activation date. Neither has been set yet, and warnings about the risk of legal demands against the network have already appeared on the forum.
Is it acceptable to rewrite balances to recover stolen funds—or should a network without a central issuer remain immutable, even when major players are affected?
A familiar button. Who actually performs the transaction?
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A convenient way to buy $ETH with a card has appeared in the wallet. The interface is the same, so it seems the counterparty is too.
But different companies and protocols can operate within a single app. One provider accepts the payment, another calculates the exchange rate, and a third sends the asset. For contract trading, the route may be entirely different.
This becomes noticeable when a transaction is delayed. The wallet’s support team may be responsible for displaying the order, while a payment refund depends on a separate service with its own rules and checks.
Before confirming, it’s helpful to see the provider’s name, the final amount you’ll receive, the fees, the terms for holding funds, and how to get help if something goes wrong. For a decentralized transaction, it’s also important to understand what permissions you’re granting to the contract.
A convenient button reduces the number of steps on the screen. It doesn’t combine the responsibilities of the different parties.
Do you usually know who you’re sending money to when you use a wallet’s built-in feature?
Low fees look great in an announcement. But on their own, they still don’t explain why users and apps should move to a new network built on top of $ETH .
An L2 moves some transaction processing off the base layer and uses a specific mechanism to connect to it. This can help with scaling. However, the actual conditions depend on the architecture of the particular network.
Imagine a user who needs to transfer an asset, use an app, and then move back. What matters to them isn’t just the cost of a single transaction, but also the bridge, withdrawal time, available liquidity, and familiar services.
That’s why it’s useful to compare the full user journey. Does it add capabilities they were missing? What risks are introduced by contract upgrades, the network operator, and the verification mechanism?
Finally, the success of the network itself and the value of its token should be analyzed separately. A technology label doesn’t describe all the economic relationships.
What advantage would make you use a new L2 regularly?
There’s a big logo in the news. What does it mean for the token’s economics?
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After the word “partnership,” it’s easy to imagine investments, millions of customers, and future growth alongside $APT or another project. The word itself guarantees none of that.
Imagine three different events: a project bought cloud services, launched a joint experiment, or landed a contract with a paying customer. In each case, the same splashy headline might appear in a retelling. The economic implications would be different.
It’s worth checking the announcements from both sides and looking for commitments: what’s being built, who pays for what, when results are expected, and whether the launch has been confirmed.
Then there’s one more step: how does this relate to the token? Using a product doesn’t always require buying that specific asset, and a company’s revenue isn’t necessarily distributed to its holders.
A strong news story stands up to specific questions. Logos are better seen as a reason to start looking into the details.
What fact in an announcement would convince you more than a well-known partner’s name?
$ETH — Ethereum completes formal verification of leanVM
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The Ethereum research branch dedicated to leanVM has completed end-to-end formal verification. This is a step toward quantum security: a full transition to post-quantum protection is planned for December 2028.
Formal verification is mathematical proof that code does exactly what it is intended to do. For a network holding tens of billions of dollars, this matters more than splashy announcements.
Previously, as a reminder, a vulnerability was found and fixed in the Glamsterdam upgrade.
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Moscow Exchange to launch trading in Bitcoin, Ether, and USDT on December 1
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The Moscow Exchange plans to start trading cryptocurrencies on December 1, 2026, sales director Boris Blokhin announced. The list includes $BTC , $ETH and USDT, as these are the assets that meet the Bank of Russia’s requirements for non-qualified investors.
Terms: trading from 6:50 a.m. to 11:50 p.m. Moscow time, access through brokers, and custody in digital depositories. Non-qualified investors will have to pass a test, and purchases are capped at 300,000 rubles per year through a single intermediary. Qualified investors have no such limit.
The cryptocurrency law came into force on September 1; the exchange does not need a separate license.
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Unlocks November 5–8: $JTO , $AVAX and several more
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Upcoming calendar:
• November 7 — JTO, KGEN, ZTC: around $65.9 million combined • November 8 — $STABLE : 4.93%, around $23 million • November 8 — AVAX: 0.3%, around $14.7 million
The U.S. jobs report (nonfarm payrolls) comes out on November 6 — it could set the tone for the market.
The share of $AVAX is small — unlocks like these are usually considered routine.
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$HYPE — November 6 unlock of ~9.9 million tokens: what we know
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On November 6, Tokenomist’s schedule lists an unlock of approximately 9.92 million tokens for core contributors to $HYPE — worth about $924 million based on the estimated price. The largest figure in November.
An important caveat: this is a schedule-based estimate, not a confirmed transfer. In October, only about 3.75 million HYPE actually moved, and as of October 29, DefiLlama wasn’t showing any upcoming unlocks at all.
Other major November dates: $CRO — November 16, $ZRO — November 20, MON — November 24. The total value of November unlocks is about $1.72 billion.
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$RUNE — THORChain rebounded 35% after disputes over stolen funds
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$RUNE rose nearly 35% in 24 hours—a bounce from oversold levels. Before that, the token had been under pressure: stolen funds were being moved through THORChain, and a dispute flared up among node operators over what risk-control measures are acceptable at the node level.
This is a classic dilemma for decentralized networks: how to respond to suspicious transactions without violating the principle of openness.
We’re following the THORChain community’s decision.
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Coinbase and Korea: After Binance, exchanges turn to cold storage
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In the wake of the Binance incident, Coinbase said that more than 99% of customer assets are held in “cold” wallets and that the incident had not affected its operations. Its safeguards include distributed signing, transaction limits, and the flagging of unusual activity.
In South Korea, regulators plan to raise the cold-storage requirement from 80% to around 99% of an exchange’s assets.
The lesson of the week: the fewer funds held in “hot” wallets, the less damage a hack can cause.
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The author earns a commission. But are you guaranteed to make a profit?
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An additional trade on $BTC may earn the analyst money even when the reader ends up with a loss.
In some referral models, rewards are tied to the commissions paid or the trading volume of referred users. In that case, a subscriber’s goal—making a profit after expenses—doesn’t fully align with how the author earns money.
This doesn’t prove that any particular person is acting in bad faith. Good analysis can also be shared through an affiliate program. But it’s useful for readers to know what action triggers a payout.
It’s especially worth being cautious about calls to keep switching positions, increase trading volume, and “not sit idle” when the need for such actions isn’t explained by the underlying idea.
Transparent disclosure of interests helps you assess a recommendation more calmly: who gets paid, by whom, for what, and whether their income depends on your results.
Do you know how the authors whose trading decisions you read every day make money?
A “$100” bonus and $100 in your account are not the same thing
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Imagine: you were promised a commission refund for trading $ETH . The reward arrived as a service token, and when you tried to sell it, you found there were few buyers and withdrawals were limited.
The stated value of a bonus doesn’t show how much you’ll actually receive in $USDT. What matters is the available order volume, execution price, unlock period, exchange fee, and transfer cost.
For example: a bonus is valued at $100, actually sells for $80, and exchange and transfer costs another $5. The amount received is $75. This illustrates how it works; it is not an assessment of any specific program.
It’s useful to keep two figures: the promised reward and the money actually available after expenses. That way, you can compare different programs based on the same outcome.
It’s especially important to read the terms before generating additional trading volume. Checking them later can turn a “discount” into a set of new risks.
How do you value a bonus: at its advertised price, or at the price you could actually sell it for?