Jumi - Crypto Insight

There’s been a lot of talk recently about tokens dumping hard after listing on @binance . Let's look at the data across all exchanges for a broader perspective.

❌ The Reality: A sea of red. The loss rate for buying new listings ranges from 87-93% market-wide.
✅ Performance Ranking (Win Rate):
🥇 Coinbase: 13.2%
🥈 Kraken: 12.5%
🥉 Binance: 11.9% ...
🔻 Lowest: Cryptocom (6.9%), Bithumb (7.7%), Kucoin (8.7%).

3 Key Takeaways for this Cycle:
1️⃣ Listing is no longer a "Money Printer": Unlike 2021, current ROI is mostly NEGATIVE regardless of the exchange. Market Makers and VCs have changed the game.
2️⃣ Binance FUD is emotional: The data proves Binance remains Tier 1 in terms of project quality (Top 3).
3️⃣ New Strategy: Instead of blindly FOMOing into the listing candle:
▪️Check FDV carefully (avoid overvaluation).
▪️Monitor the Orderbook and Real Volume.
▪️Be patient and wait for price equilibrium.
#BİNANCE

Rynek kryptowalut doświadcza znacznej zmienności pod koniec listopada 2025 roku, a globalna całkowita kapitalizacja rynkowa (w tym Bitcoin) osiąga około 2,84 biliona dolarów, według CoinMarketCap. Bitcoin (BTC) handluje wokół 87,230 USD, wzrastając o 1,76% w ciągu ostatnich 24 godzin, podczas gdy Ethereum (ETH) znajduje się na poziomie 2,839 USD, rosnąc o 1,78% w tym samym okresie. Jednakże, pod tą powierzchowną stabilnością kryją się ważne sygnały techniczne sugerujące potencjalny początek nowego cyklu altcoinów — podobnie jak miało to miejsce w 2021 roku. Artykuł ten dostarcza szczegółowej analizy opartej na najnowszych danych rynkowych, koncentrując się na TOTAL3/BTC i Dominacji BTC, porównując obecne warunki do historycznych cykli.

TL;DR
The Fear and Greed Index stands at 24 (extreme fear) on November 13, 2025, close to the record low of 15 on March 11, 2025.
Despite Bitcoin holding above $100,000, on-chain data shows strong whale accumulation, record net outflows, and a 14% decline in exchange reserves this year.
Bitcoin’s individual Fear & Greed Index is 15, the lowest since February 27, 2025.
Historical Context of Extreme Fear
A BTC Fear & Greed reading below 20 often marks major market bottoms.
The level of 15 on March 11, 2025 marked the yearly low around $80,000.
The market then rebounded 40% to $112,000 within two weeks.
Historical extreme fear events:
• COVID crash (Mar 2020): Index ~10, BTC from $8,000 → $4,000 → +1,400%
• Terra Luna collapse (Jun 2022): Index 8, bear-market bottom at $18,000
• Crypto Winter (Dec 2018): Index 5, bottom at $3,200
Current Market Sentiment
The total crypto Fear & Greed Index sits at 24, showing “irrational fear” despite BTC remaining in the six-figure zone — a classic reversal condition.
On-Chain Data: Silent Accumulation
Despite negative sentiment, blockchain data tells a different story:
• Record net outflow: –7,500 BTC/day (14D SMA), lowest in 3 years
• Exchange reserves down: 2.39M BTC — lowest in 7 years, down 14% YTD
• Whale accumulation: +45,000 BTC this week — 2nd largest in 2025
• Long-term holders: absorbing supply from short-term sellers capitulating at a loss
Bitcoin is trading below all major moving averages, but the daily RSI is near oversold (30), a common reversal zone.
Derivatives Market
• Open interest: –1.57% (24h), leverage leaving the system
• Max Pain: $103,000 (Nov 13), acting as resistance
• Long liquidations: 83% ($133M), signaling capitulation
Conclusion: Opportunity Within Fear
Extreme fear + positive on-chain accumulation creates a strong contrarian setup.
Historically, 80% of Fear & Greed readings below 25 lead to 10–30% rallies within 1–4 weeks.
Bullish scenario:
• Hold above $101,500 → targets $103,000 → $110,000
Risk scenario:
• Break below $100,000 → cascade liquidations toward $98,000
As Warren Buffett said:
“Be greedy when others are fearful.”
And right now, the market is deeply fearful.