📊 $BTC 73,507 (-0.5%): two days after the CPI low, 72,727 still holds.
Market Brief: November 12th, 2026 (Thursday)
$ETH 2,047 (-0.6%). Total cap $2.43T.
🔸 ERA leads at +18% with shorts still paying funding; INIT trails at -37%.
🔸 MSCI will drop Strategy from its USA Index on November 30, per filings reported by The Block.
🔸 Spot Bitcoin ETFs: about -$1.6B in November (SoSoValue), though Tuesday's outflow was the smallest in four sessions.
My read: on Tuesday I called it fresh leverage, not a flush. Since then open interest in coins is down 2.2% from its peak, with no new low. Leverage is leaving quietly.
What I'm doing: watching 72,727, and whether open interest keeps falling if it breaks.
Quiet exit, or a pause before the next push? 👇
Follow for Friday's check on 72,727.
Data: Binance spot/futures, CoinGecko, as of 10:00 UTC. Not financial advice.
Market Brief: November 12th, 2026 (Thursday)
$ETH 2,047 (-0.6%). Total cap $2.43T.
🔸 ERA leads at +18% with shorts still paying funding; INIT trails at -37%.
🔸 MSCI will drop Strategy from its USA Index on November 30, per filings reported by The Block.
🔸 Spot Bitcoin ETFs: about -$1.6B in November (SoSoValue), though Tuesday's outflow was the smallest in four sessions.
My read: on Tuesday I called it fresh leverage, not a flush. Since then open interest in coins is down 2.2% from its peak, with no new low. Leverage is leaving quietly.
What I'm doing: watching 72,727, and whether open interest keeps falling if it breaks.
Quiet exit, or a pause before the next push? 👇
Follow for Friday's check on 72,727.
Data: Binance spot/futures, CoinGecko, as of 10:00 UTC. Not financial advice.
