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The Crypto Minute
Your Weekly Guide to Surviving the Crypto Rollercoaster.
Jiří Makovský & CoinBrain
November 25, 2025 • Reading Time: 11 minutes
So, $BTC is getting nuked, 35% under the ATH. Big corpos like BlackRock are unloading their wallets. But some whales stay vigilant, buying ever more. 🐋 Maybe it’s finally time to accumulate some $BTC for cheaper! 🛒🔥
Meanwhile, Trump endorsed $WLFI has frozen hundreds of wallets, and people are pissed off. 🚨
⤵️ Today’s Agenda:
Europe is quietly getting its own alt ETF season. 21Shares just rolled out more ETPs.
$WLFI is speedrunning the “community governed” storyline, freezing wallets and sparking a loud decentralization reality check.
$BTC under 90k has whales moving like it’s payday, with big money stacking while the timeline panics.
Spot Bitcoin ETFs are bleeding hard, nearly $3B out in November, so sentiment is swinging on TradFi flows again.
The next adoption meta might be crypto index ETFs. One click, whole sector exposure, and a new wave of normies loading the boat.
📊 Market Snapshot
| $86,260BTC-10.6% | $2,814ETH-11.2% | $2.94TCrypto Market Cap-10.4% | 11 (Extreme Fear)Fear & Greed Index-10 from last week |
📅 Crypto Events You Don’t Want to Miss
📌 Tuesday, Nov 25th:
US Core PPI m/m: The “under the hood” look at producer inflation, stripping out food and energy.
US PPI m/m: Confirms whether price pressures are really easing or not, and can quickly swing bond yields, stocks and BTC if it surprises.
📌 Wednesday, Nov 26th:
US Core PCE m/m: Inflation metric. Hot print = rate cuts further away, risk-off. Cool print = macro green light for BTC.
🐋Smart Money Tracker
Monday, Nov 17th: After more than a decade of dormancy, Ethereum ICO wallet 0x9a67 just moved 200 $ETH ($626K).
Tuesday, Nov 18th: El Salvador scooped up 1,090.19 $BTC worth about $101M in a fresh “buy the dip” move.
Wednesday, Nov 19th: A fresh wallet BRzF5F has stacked 100,791 $SOL ($14.13M), withdrawing from Binance, Kraken, Bybit and OKX.
Friday, Nov 21st: Andrew Tate went long on $BTC again today and got wiped within an hour, lmao. His Hyperliquid liquidation count to 84.
Saturday, Nov 22nd: A long-time Bitcoin OG (1011short) has just moved 665.9 $BTC ($55.18M) onto Binance in the last 3 hours.
Source: Lookonchain
📰 News Recap (Nov 17 to 23)
Huge! 21Shares Expands Its Europe Lineup 📈
Institutional money is what powers crypto nowadays. 💰 That’s why 21Shares adding six new crypto ETPs is such a big deal.
New products cover $AAVE, $ADA, $LINK, $DOT and two baskets. 🌍 That brings their Stockholm lineup to 16 ETPs as demand from European investors keeps growing.
21Shares now manages around $8B in assets, roughly 4 percent of all crypto ETFs and ETPs worldwide. 📊
👉 US markets are flooding with new crypto ETFs, and Europe is clearly not staying on the sidelines. 🌊 Maybe soon we get a $DOGE ETF too!
WLFI Freezes Wallets Amid Phishing Fallout 🔒
World Liberty Financial, the Trump backed crypto project, is facing heat. 🥵 It froze and reallocated users’ funds without any go ahead from the community. ⚠️
🔎 WLFI says the affected wallets were compromised through third party security lapses before launch, not through their smart contracts. Only KYC verified users will get their assets reassigned, while all non KYC accounts stay frozen. 🧊
In total, 272 wallets were blacklisted, with 215 linked to the phishing attack. WLFI claims the freeze prevented hackers from draining funds. 🔍
So, to sum it up, the platform can blacklist anyone at will. Pretty scary, if you ask me. Do you believe the “hack” rhetoric? Let us know on Twitter!
Whales Are Running Amok as BTC Drops Under 90k 🐋🔥
Bitcoin slipping below 90k has kicked whale activity into overdrive. Santiment says this could end up being the busiest whale week of 2025. 📊
So far they’ve tracked 102,000+ transactions over $100k and 29,000+ over $1M as big wallets shift from selling to fresh accumulation. 🛒
Glassnode shows the same trend. Wallets holding 1,000 $BTC or more started stacking again last Friday. Whales buying the dip while retail shakes out. 😬➡️🤑
Bitcoin ETFs Bleed Nearly $3B in November. RIP 📉💸
US Bitcoin ETFs are in full bleed mode this month. November outflows are now at $2.96B, putting ETFs on track for their worst month ever. 😬
BlackRock’s IBIT led the exodus with a record $523M leaving the fund in a single day. That pushes BlackRock’s total November outflows to $2.1B alone. 🩸
Another week of selling could break the $3.56B February record. But this might also be an opportunity for someone with stronger hands. 📊
🌍️ Story of the Week: Crypto Index ETFs Are The Next Hype
WisdomTree digital assets chief Will Peck says the next adoption wave will be crypto index ETFs. These diversified baskets let investors buy the whole sector without picking winners. 🌐
👉 Peck says many newcomers get Bitcoin, but have no clue how to judge the next 20 tokens. A multi-asset basket spreads risk across the ecosystem instead of betting on one coin. 🧺⚖️
Index ETFs cut the idiosyncratic risk of single alt bets. Tokens can move together, but their drivers are different, so baskets help investors who want exposure without deep homework. 🔍
It’s the same with indexes such as S&P 500. 🤓
Will Peck, WisdomTree’s digital assets boss, ETF whisperer, here to sell crypto baskets to risk averse TradFi.
First Crypto Index ETFs Already Out! 🚀👨🚀
Index products are already landing. ✨ 21Shares launched two new crypto index ETFs, like we hyped last week. 🏛️
Peck expects a flood of similar launches as issuers race to be early. 📈 One product, many assets, easy diversification.
He also notes that having an ETF will not equal “institutional approval” once the menu explodes. An ETF will just mean that there is demand. 🏷️
Bitcoin spot ETF flows have been a rollercoaster since launch. Big green inflow bursts lined up with BTC’s rallies, while the recent stretch shows heavy red outflows and a cooling BTC price. Momentum is unpredictable rn.
Spot Bitcoin ETFs still surprised him on the upside. Since January 2024, US spot BTC ETFs have pulled in about $58.8B in net inflows, making crypto one of the hottest ETF categories. 📊🔥
If Bitcoin ETFs were phase one, index ETFs could be phase two for the next million investors. 🎯
🔒 Major Token Unlocks of the Week
$ALT - 1.95% of the total supply will enter circulation on Nov 25, 2025.
$SAI - 3.30% of the total supply will enter circulation on Nov 27, 2025.
$SAHARA - 1.33% of the total supply will enter circulation on Nov 27, 2025.
$EDU - 2.10% of the total supply will enter circulation on Nov 28, 2025.
$UDS - 1.27% of the total supply will enter circulation on Nov 28, 2025.
Explore more unlocks with full vesting details.
💡 1 Minute Learning: Peg-Stability Modules
Some stablecoins do not rely only on open market trading. They use Peg-Stability Modules (or PSMs), a kind of on-chain safety valve that helps keep the price glued to 1 dollar. 💲
How Peg-Stability Modules Work? 🤔
Instead of letting the peg drift, the protocol offers a special contract where users can swap approved collateral, for example $USDC, directly for the stablecoin at almost 1:1 plus a tiny fee. 🔁
If the stablecoin trades above 1, arbitragers bring in collateral, mint new coins through the PSM and sell them, which pushes the price back down. If it trades below 1, they buy the cheap stablecoin and redeem it in the PSM for collateral, which pulls the price up. 🎯
The upside is very tight peg control and deep liquidity in calm markets. 🚀 The risk is that the stablecoin can become heavily backed by a few centralized assets, so if those ever depeg or get frozen, the stablecoin inherits that problem. ⚠️
🗞️ From our Blog
And that’s a wrap! 🎉 Enjoyed this newsletter? Forward it to a friend, and let them know they can subscribe here.
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DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and not investment advice or a solicitation to buy or sell any assets or make financial decisions. Always do your own research and stay safe out there.