Bilal_With_Crypto

After six straight weeks of upside that took Bitcoin from $58k to a fresh all-time high above $99k, the tape finally rolled over yesterday and hasn’t found its feet. Total crypto market cap shed roughly $270 billion in the last 36 hours, altcoins are bleeding double-digits, and even the usual “dip-buying” crowd is sitting on their hands. For the first time since early October, the bulls look legitimately out of breath.
### What actually happened?
- Thanksgiving liquidity vacuum met a cascade of leveraged long liquidations.
- Over $1.1 billion in futures longs were wiped out in the past 24 hours (Coinglass data), the biggest single-day purge since the August 5 meltdown.
- Spot CVDs on Binance and Bybit flipped negative for the first time in weeks – real sellers, not just leverage flushing.
- The U.S. dollar ripped higher post-Thanksgiving (DXY +0.8 % overnight) and 10-year yields punched back above 4.4 %. Classic risk-off reflex.
### Sector damage report (24 h change as of 5 p.m. EST)
- BTC: −7.4 % → $93,800
- ETH: −11.2 % → $3,350
- SOL: −14.8 % → $198
- Memecoin index: −22 % average (yes, DOGE, PEPE, and friends got absolutely torched)
- DeFi blue-chips (UNI, AAVE, etc.): −18–25 %
- Only things green? Tether’s market cap (of course) and stablecoin inflows.
### Why this feels different from the normal 8–12 % weekend shakes
1. Funding rates had been pegged at +60–80 % annualized on perpetuals for weeks. That’s FTX-level euphoria. When those reset, the fall is violent.
2. Miner capitulation watch: hash rate is still near ATH, but on-chain data shows old coins from 2021–2022 moving again. That’s usually the final “smart money” distribution phase before a deeper correction.
3. Macro headwind: Trump’s “strategic Bitcoin reserve” talk is still out there, but the bond market doesn’t care today. Higher yields = lower duration asset prices. Simple as that.
### The bull vs. bear case right now
Bull case (still alive, but on life support)
- This is just Thanksgiving washout + quarter-end rebalancing.
- Spot ETF inflows were +$4.2 billion in November alone; institutions aren’t selling here.
- Historically, post-U.S. election years see December mean-reversion rallies after any late-November scare.
- $90k–92k is the new line in the sand (CME gap + 200-day EMA confluence). Hold that and we resume the uptrend into year-end.
Bear case (gaining volume)
- We just printed the first lower-high/lower-low weekly candle since September.
- Altcoins are breaking multi-month trendlines left and right; rotation trade is dead for now.
- If DXY keeps ripping and 10-year stays above 4.5 %, $80k BTC retest is very much on the table before inauguration day.
- Liquidation clusters sit all the way down to $84k–85k. That’s the magnet if $90k cracks.
### What I’m watching overnight
- Whether Asia comes in and defends $92,200–92,800 (previous weekly open + high-volume node).
- Binance BTC spot CVD – if it stays red into the Sunday open, things can get uglier fast.
- Any surprise statement from Trump’s team on crypto policy. One tweet still moves this market 5–10 % in either direction.
Bottom line: the easy money phase is over for now. The bulls ran out of breath at 99k, and the market is reminding everyone that six-week vertical rallies don’t die quietly.
I’m keeping 60 % in stables, 30 % BTC core position, 10 % cash for dips below $90k. No hero longs, no revenge shorts. Just respecting the fact that even bulls have to breathe eventually.

私は一日中このチャートを見つめていて、まだそれを信じることができません。
数ヶ月間、ビットコインが急落したときの教科書的なプレイはシンプルでした：BTCの支配率は崖から落ち、次の10xを探してアルトコインに資金が回転しました。ビットコイン価格の30％以上の修正は、ほぼ常に支配率が低い50台または高い40台に落ち込むことと一致します。
今回？ 支配率は上昇しています。
2025年11月28日現在、ビットコインは約36％下落しており、その史上最高値は約$108,000〜$109,000でしたが、実際にはBTCの支配率は~58％から62％近くまで上昇しました。一度は63％に達し、その後62％の周辺で落ち着きました。それは起こるべきことではありません。

新しいエアドロップキャンペーンが開始され、合計1,500,000 ATトークンの大規模な賞金プールが用意されています。このキャンペーンは、アクティブなトレーダーや、リファラルを通じてエコシステムの成長を助けるコミュニティメンバーに報いることを目的としています。
#### 1,500万AT賞金プールの内訳
報酬は3つの主要なカテゴリーに分かれています:
1. 取引報酬プール – 11,250,000 AT (総プールの75%)
- 1,000ドル相当のATを取引してください
- 自動的に11.25百万ATプールの一部を取得する資格を得ます
- トップトレーダーは各自最大10,000 ATを獲得できます

Hey everyone, if you're like me and you've been stacking BNB for the long haul, I've got some seriously cool news that's going to make your day. Binance just dropped an announcement about a new airdrop featuring APRO (AT), and it's all about rewarding those retroactive Simple Earn subscriptions on BNB. I came across this promo image floating around, and after digging into the details, I had to share my take on it. As someone who's been HODLing BNB since the early days, this feels like a well-deserved pat on the back for staying committed. Let me break it down for you in my own words – no fluff, just the good stuff.
### What Exactly is APRO (AT)?
From what I can gather, APRO is this innovative project that's blending decentralized finance (DeFi) with real-world asset tokenization. Their native token, AT, is designed to power a platform that makes it easier for everyday folks to invest in things like real estate or commodities without the usual headaches of traditional finance. Think fractional ownership on the blockchain – super accessible and potentially game-changing. Binance spotlighting it through their HODLer Airdrops program is a huge vote of confidence, as this initiative is all about giving back to loyal users who lock up their assets in Simple Earn products.
I love how APRO's vision aligns with the crypto ethos: democratizing access to investments that were once reserved for the big players. The green eye-in-triangle logo? It's got that mysterious, futuristic vibe – like it's watching over your portfolio gains.
### How Does the Airdrop Work?
This isn't your typical "connect your wallet and pray" airdrop. It's retroactive, meaning if you've been earning rewards on BNB through Binance's Simple Earn (you know, those flexible or locked subscriptions where your BNB works for you), you're already in the mix. Here's the gist:
- Eligibility: You need to have held and subscribed BNB to Simple Earn products during specific snapshot periods. Binance will look back at your activity – no need to do anything extra now unless you want to boost your stack.
- Earning AT Tokens: The airdrop distributes AT based on your average BNB balance in those subscriptions. The more you've HODLed and earned with, the bigger your slice of the pie. It's tiered, so even modest holders get something.
- Distribution Timeline: Snapshots are already taken (check the official page for exact dates, but it's all historical), and tokens should hit eligible wallets soon – think within the next few weeks. Early birds who participated in the initial phases might see bonuses.
Pro tip from my own experience: If you're not maxed out on Simple Earn yet, now's a great time to lock in some BNB. Not only does it compound your yields, but who knows what other airdrops are lurking around the corner?
### Why This Matters for Us HODLers
Look, crypto winters are brutal, but rewards like this are what keep us going. I've lost count of how many times I've stared at my BNB balance during dips, reminding myself it's about the long game. Airdrops like APRO's AT remind us that loyalty pays – literally. Plus, with the market heating up again, snagging free tokens in a promising project could be a nice multiplier.
That said, let's not forget the fine print (because Binance always includes it for a reason). The risk warning in the promo is spot on: Digital assets are volatile AF. Your investment could moon or crater, and there's no guarantee you'll get back what you put in. I'm not your financial advisor (just a fellow crypto enthusiast), so do your own research and make sure Binance's services are cool with your local regs. Head over to their Terms of Use if you want the full legalese.
### Wrapping It Up
If you're a BNB HODLer, this APRO airdrop is basically free money for doing what you already love – holding strong. I clicked through the link (https://s.binance.com/qXRZianR) and it took me straight to the announcement page with all the deets. Definitely worth a peek if you haven't already. What's your take? Have you been in Simple Earn for a while, or is this pushing you to jump in? Drop a comment below – I'd love to hear your stories.
Stay bullish, friends. Until next time, keep stacking those sats (or BNBs). 🚀

I’ve been deep in DeFi rabbit holes again, and I stumbled across something that genuinely feels like a missing piece of the puzzle: Falcon Finance.
At its core, Falcon Finance is building what they call the “first universal collateralization infrastructure” on-chain. In plain English, they want to completely change how liquidity and yield are created by letting pretty much any liquid asset (crypto tokens, tokenized real-world assets, whatever) be used as collateral to mint USDF – an overcollateralized synthetic dollar.
The killer feature? You deposit your assets, mint USDF, and your original collateral stays liquid the entire time. No forced liquidation of your holdings if the price dips (as long as the system as a whole remains healthy). That’s a massive departure from most lending/borrowing protocols where one bad price move can wipe you out. It feels a lot closer to how traditional finance handles collateralized borrowing, but fully on-chain and permissionless.
Right now they’re in the middle of a rewards campaign that caught my eye:
- 800,000 FF tokens are being distributed purely based on how much USDF you issue (i.e., how much collateral you lock up and borrow against).
- Only 551 wallets are participating so far.
551 wallets for 800k tokens is wild. That’s an insanely low participation number for this size of incentive. For context, most decent farming opportunities these days have thousands of wallets piling in within hours. The yields look absurdly high if you get in early, especially because the rewards are front-loaded and the participant count is still tiny.
I’m not here to shill blindly (you know I always try to point out risks), but the design genuinely intrigues me:
- Universal collateral acceptance could solve a huge pain point: right now, most of your exotic or real-world assets just sit there doing nothing because no protocol accepts them as collateral.
- Keeping collateral liquid while still earning yield on it + borrowing stable liquidity against it feels like the holy grail.
- Overcollateralized synthetic dollar with no personal liquidation risk (as long as overcollateralization ratios are maintained globally) is a clever twist.
Obviously it’s still early. Smart-contract risk, oracle risk, governance token mechanics that still need to prove themselves, etc. But the participant count being sub-600 for 800k tokens feels like one of those “why is nobody here yet?” moments we’ve seen a few times in the past.
I opened a small position myself just to play around with the mechanics and claim some of those rewards while participation is this low. If you’re into on-chain credit markets or just hunting for under-the-radar opportunities with real product differentiation, definitely worth at least looking at Falcon Finance right now.

🚨 重大警告: 韓国最大の暗号通貨取引所、Upbit（Dunamuが運営）が、そのSolanaネットワークウォレットで重大なセキュリティ侵害を確認しました。ハッカーは今朝4時42分（KST）頃に約540億KRW（約3700万USD）のさまざまなSolanaベースのトークンを盗みました。これは北朝鮮のハッカーに関連する2019年のEthereum盗難以来、取引所にとって最大の事件であり、ほぼ正確に6年後に発生しました。

#### 何が起こったのか？
- 侵害: Upbitのホットウォレットから不明な外部アドレスへの異常な引き出し活動が検出されました。資金は迅速にチェーンを越えて移動され、追跡が難しくなっています。

今朝、私はいつもの暗号通貨の雑談で目を覚ましました：ビットコインが$97kを超え、皆がロケットの絵文字を投稿し、「クリスマスまでに100k」というミームがあちこちにありました。それから、CryptoQuantとGlassnodeのデータを開くと、正直言って、私は一時停止しました。
過去数週間私たちが乗っていたラリーは、ほとんどの人が認識しているよりもはるかに脆弱に見え始めています。二つの大きな赤信号が飛び出しました：
1. 大口ホルダー（クジラや機関投資家）が、過去10-14日間にわたって静かに大量のBTCを取引所に預けていました。

November 27, 2025 – Seoul, South Korea
South Korea’s largest cryptocurrency exchange, Upbit, abruptly suspended deposits and withdrawals for all Solana-based tokens early Wednesday morning following the detection of “abnormal” on-chain activity.
In a notice posted to its website at approximately 8:30 a.m. KST, Upbit stated that its monitoring systems flagged irregular transactions involving multiple Solana network tokens. While the exchange did not specify the exact nature of the irregularity, sources familiar with the situation suggest the activity may be linked to a potential exploit or large-scale unauthorized minting event affecting certain SPL tokens on the Solana blockchain.
The suspension affects every Solana-based asset listed on the platform, including major tokens such as SOL itself, USDC (Solana program), and a wide range of memecoins and DeFi tokens. Trading remains operational, but users are currently unable to move Solana tokens into or out of their Upbit wallets.
This is not the first time Upbit has taken swift precautionary action. The exchange has built a reputation for being one of the most conservative major platforms in Korea when it comes to risk management, often delisting or suspending assets at the first sign of trouble. Past examples include the rapid suspension of LUNA/UST trading in May 2022 and multiple privacy-coin delistings in recent years.
As of 10:00 a.m. KST, neither the Solana Foundation nor the core development teams behind the affected tokens have issued public statements confirming an active exploit. On-chain analysts on X (formerly Twitter) are divided: some point to unusual spikes in token supply for low-market-cap projects, while others argue the activity could be related to a sophisticated bridge or oracle manipulation attempt that Upbit’s internal systems detected early.
Upbit has promised to provide additional updates “as soon as the safety of the network and related wallets can be verified.” The exchange emphasized that user assets remain secure and that the suspension is purely precautionary.
For Korean retail investors—who still account for a significant portion of global Solana trading volume—this sudden freeze is yet another reminder of the risks that come with the country’s hyper-active crypto market. With regulatory pressure already mounting after last month’s political turmoil and ongoing debates about real-name trading requirements, today’s incident is likely to fuel further calls for tighter oversight of domestic exchanges.
I’ll be keeping a close eye on developments and will update this post the moment Upbit or the Solana ecosystem teams release more concrete information. In the meantime, if you have SOL or SPL tokens sitting on Upbit, it might be a long morning.

As I’m writing this on November 27, 2025, Bitcoin just punched through $90,000 for the first time in this cycle, and the energy in the market is electric. Everyone’s piling in, FOMO is thick, and the headlines are screaming six figures by Christmas. But after talking to a few trading desks and looking at the order-book data myself, I’m starting to think the path to $100K+ might not be as straight as the bulls want to believe. In fact, there’s growing chatter that mid-$90K could act like a brick wall – at least temporarily.
Here’s what I’m seeing:
1. Massive sell walls sitting just above $95K
A couple of the larger market-making firms I follow are showing clustered ask liquidity between $94K and $97K. These aren’t retail bags – these are likely early 2024 buyers (cost basis ~$30-45K) and some of the institutional allocations that came in during the ETF hype last year. When price starts grinding into that zone, the offers just keep refreshing. We saw the same setup around $69K in March 2024 and $73K again in May – both times price stalled for weeks before the eventual breakout.
2. The Fed cut narrative is basically priced in
The December “rate cut or pause with dovish language” trade is the single biggest driver right now. Markets are assigning something like 75-80% odds of a cut or at least a very friendly dot-plot. That catalyst is already in the price. If Powell comes out on Dec 18th and simply repeats “we’re data dependent” without giving the market fresh dovish candy, we could see a classic “sell the news” move. It happened in 2021, it happened after the first ETF launch, and it can happen again.
3. Leverage is getting frothy again
Funding rates on perpetuals are pushing +40-50% annualized on some venues. Open interest is back near all-time highs when denominated in USD. That’s the same cocktail we had right before the May and August corrections this year. One decent weekend flush and those longs get rinsed, giving the market an excuse to retrace to $80-84K to shake out the weak hands.
4. Profit-taking from the 2021 cohort
A lot of wallets that last moved at $60-69K in late 2021 are waking up. On-chain data (Glassnode, CryptoQuant) shows clear spikes in “old coin” volume every time we tag a new ATH. That supply has to go somewhere, and mid-$90K gives those holders a clean 10x from the cycle low and a psychological “round number” zone to ring the register.
Don’t get me wrong – I’m still long-term bullish. The macro backdrop (weaker dollar, potential for more cuts in 2026, nation-state buying, corporate treasury adoption) is stronger than it’s ever been. But short-to-medium term? Mid-to-high $90Ks feels like the spot where the market takes a breather, digests the euphoria, and lets the order books reset.
If we do see rejection there, I’ll be looking to add around $82-85K. If we blow through $97K on heavy spot volume and funding cools off, then yeah – $100K+ before year-end becomes the base case.
Either way, buckle up. This ride is far from over, but the easy money from $60K → $90K is probably behind us. The next 10% is going to be a battle.
What do you think – are you taking profits up here or holding for six figures? Drop your thoughts below.

アストラノバは、アウトライヤーベンチャーズが主導する4830万ドルの資金調達ラウンドを成功させました—戦略的資金4160万ドル + 公開販売670万ドル。 NVIDIA、アリババクラウド、NEOMなどの大手から支援を受けています。このAI駆動のWeb3ゲームビーストは、トークン化されたエンターテインメントの未来を築いています: ARPG、NFT、ステーキング（最大35% APY）、その他多く。

しかしここで重要な点があります: 合計で5600万ドルを調達したにもかかわらず、時価総額はわずか600万ドルですか？ これは0.0065ドルでの掘り出し物です！ 完全希薄化評価は約6500万ドルです。 マーケットメーカーのハック後にローンチ後の下落がありましたが、買い戻しが進行中で、ステーキングで利益を確保しています。

BinanceのRVV/USDT永久契約のこのワイルドなチャートをチェックしてみてください – あの巨大な赤いキャンドルのドロップは、完璧なキャピチュレーションボトムのように見えます！ 📉💥 明確な下降トライアングルが崩れていますが、ボリュームが5.96Bで急増し、価格が約$0.005で推移しているので、これは過剰売却の反発が来ると叫んでいます。
$RVVの理由は？
- 時価総額: 約$6M（AI駆動のエコシステムがトークン化されたエンターテイメント、ミニアプリ、USDTでのステーキング報酬、NFTロイヤリティを構築しているため、過小評価されています）。
- 最後の24時間で24%+の上昇 – モメンタムが増しています！

フィンテックの巨人が圧倒的な成果を上げています—Visaは現在、暗号通貨連携カードで業界をリードしており、安定したコインの支払い、報酬プログラム、シームレスな商人統合を通じて月間取引量が驚異の$3.65Bに達しています。これは昨年の数字の2倍以上であり、CoinbaseやCircleのようなウォレットとのパートナーシップ、ラテンアメリカやUAEなどの地域での爆発的成長のおかげです。
BTC報酬を実生活で使えるデビットカードから、Visa Directがグローバルなデビットフローの20%（2020年以降の暗号通貨での$140B以上を含む）を扱っているまで、彼らはフィアットと暗号通貨の架け橋をこれまで以上に築いています。安定したコインだけで？ 月間ボリュームが$4.1Tに達し、マスターカードの採用を上回っています。

東京からの大ニュース—日本最大の資産運用会社、強力な野村、MUFG、SBIを含むが、国内初の暗号資産投資信託を展開する準備を進めています。これは、2026年に期待される規制の調整を受けてのもので、デジタル資産を伝統的な金融商品として扱い、利益に対する税金を削減します。私たちは、ビットコインETF、イーサリアムファンド、そして3年以内に管理資産が5兆円（320億ドル）を目指すマルチ暗号バスケットについて話しています。
アジアの機関投資家の波が激しく押し寄せています—日本の暗号取引量は、今年だけで2300億ドルに倍増し、円安とインフレに対抗する賢い投資家によって後押しされています。野村はすでにタスクフォースを動かしており、ボラティリティを抑え、サイバーセキュリティを強化するためにGlobal XのようなETFの専門家と提携しています。