The Crypto Minute

Your Weekly Guide to Surviving the Crypto Rollercoaster.

“Invested” in NFTs? 🥴 Damn, sucks to be you. 😟 The whole market is crashing. If you, on the other hand, bought boomercoin Zcash like the gigachad you are, you might be sitting on a juicy profit! 🚀👨‍🚀 This and more in The Crypto Minute.

⤵️ Today’s Agenda:

  • NFTs are crashing hard. Did JPEGs lose their blink?

  • Zcash turned into a boomer rocket and everyone’s pretending they always believed.

  • Bitcoin’s flirting with $99K. What do analysts say?

  • Web3 gamers are carrying the DeFi market. If only my midlaner learned a thing or two.

  • And more…

📊 Market Snapshot

$102,130BTC-7.7%$3,458ETH-11.5%$3.45TCrypto Market Cap-7.5%24 (Fear)Fear & Greed Index-11 from last week

📅 Crypto Events You Don’t Want to Miss

📌 Thursday, Nov 13th:

  • US Core CPI m/m: Inflation gauge. Strip out food and energy, see what’s really boiling under the hood.

  • US CPI m/m: The monthly heat check for prices.

  • US CPI y/y: The big one! Yearly inflation reading. Traders should watch for it closely.

📌 Friday, Nov 14th:

  • US Core PPI m/m: Tracks producer costs minus food and energy. Rising numbers = possible inflation.

  • US PPI m/m: Overall producer price change. If this jumps, expect markets to panic first and think later.

🐋Smart Money Tracker

Monday, Nov 3rd: Both whales shorting $ASTER are sitting on profits: wallet 0x9eec9 is up $5.9M and 0xbadb gained $1.4M.

Tuesday, Nov 4th: Bitcoin kings continue to sell $BTC, with Owen Gunden sending another 1,289 $BTC ($138.2M) to Kraken.

Wednesday, Nov 5th: Is MARA flipping bearish? The corporate miner moved 2,348 $BTC ($236M) to major exchanges during Wednesday.

Thursday, Nov 6th: Here are some funny recent leverage wipings to make you feel better. At least you’re not them!

Friday, Nov 7th: Trader 0xc2a3, who once lost over $30M after a 14-win streak, went all in again with a 10x short on 4,400 $ZEC ($2.73M). What could possibly go wrong?

Saturday, Nov 8th: BitcoinOG 1011short closed all $BTC longs with a $1.3M loss and hopped back on $ETH longs, holding 40,000 $ETH ($138M).

Source: Lookonchain

📰 News Recap (Nov 3 to 9)

Cathie Wood Cuts BTC Target by $300K 📉

ARK Invest’s Cathie Wood trimmed her 2030 Bitcoin forecast from $1.5M to $1.2M, saying stablecoins are taking over its role as a store of value in emerging markets. 📉

👉 She noted that dollar-pegged tokens like $USDT are growing much faster than expected, especially in places hit by inflation and currency controls. 💸

Still, Wood says she’s staying bullish on Bitcoin long-term. 🌕 Bitcoin is the King, after all. 👑

Zcash Goes Crazy: Blasts Past $500, Up 760% Since Late September 📈

Privacy is back, baby, and $ZEC is stealing the spotlight. 🌟

The boomer crypto broke $500 for the first time since 2018 after a wave of support from big names like Arthur Hayes, Naval Ravikant, and Mert Mumtaz. 🔥

Crypto Twitter can’t stop talking about Zcash’s “privacy-first comeback,” fueling comparisons to early Bitcoin days. 💭

Skeptics wonder if the hype is organic or coordinated. Maybe there’s a conspiracy going on… 🧩

Are We in a Bull or Bear Market? 🐂🐻

Bitcoin slipped under its 365-day moving average this week, dropping below $99K and sparking another round of panic 😬

🔎 Some cryptobros call it the “final confirmation” of a bear market. Others see it as a routine dip in an ongoing bull cycle.

Bitrue’s research team notes it’s the fourth correction of 2025, not the start of a new crypto winter. 😉

Historical data even shows BTC often rebounds 40% within two months after a 20% drop. 📈 We good, understood? 🐂

Brutal NFT Crash, JPEGs Market Cap Down 46% in 30 Days 💀

The NFT market got rugged once again. 📉 Not by Logan Paul, for once. Total value plunged from $6.6B to $3.5B in a month, even as trading volume ticked up. 👇

Hyped collections like BAYC, CryptoPunks, and Moonbirds all saw floor prices cut in half. BAYC fell from $36.7K to $19.5K, while Punks dropped to nearly $117K. 🪦

It’s over for NFTcels. 🥲

🌍️ Story of the Week: Web3 Gamers Carrying

Is Web3 gaming back? 💡 You wouldn’t be wrong to think so! Despite the broader Web3 slowdown, blockchain gaming grabbed a hefty 27.9% of all DApp activity in October. 🚀

👉 It’s the highest share of the year, even though daily unique active wallets fell to 16 million, down 3% month over month.

At the same time, DeFi remained a major player with 18.4% of DApp activity. 🕶️

Total value locked in DeFi contracts dipped 6.3% to $221 billion and further to $193 billion in early November. 📊

Why Gaming Won and DeFi Took a Hit 🕹

  • 🎮 Gaming saw solid engagement: over 4.5 million daily wallets kept active, a 1% rise MoM. 

  • 💸 DeFi was squeezed by macro pressures and regulatory risk. Liquidations, protocol exploits, and US policy uncertainty all contributed.

  • 🖼️ Meanwhile, NFTs started moving again: trading volume surged 30% to $546 million and transactions hit 10.1 million, a 2025 high. That’s mostly because of the price dump mentioned above.

Graph predicting the evolution of Web3 gaming from 2024 to 2032. It was published in July 2024. Source: Gminsights

Web3 gaming continues to attract studios like Ubisoft, Square Enix, and Wemade. Sure, some of those are not particularly liked within the gaming community, but it’s a move forward. 😃

Which Chains Gamers Play On 👇

🔎 Polygon, Ronin, and Immutable dominated October, driving over 60% of all blockchain gaming activity.

Those are the projects you might want to bet on if you are looking for some plays. 📈 

  • Ronin kept its crown with Axie Infinity still ranking among the most-played titles. 👑

  • Polygon followed with hits like Planet IX, QORPO World, and DraftKings Reignmakers. 🎮

  • Immutable gained momentum thanks to Gods Unchained and Guild of Guardians. 🔥

Most-played Web3 games. Source: PlayToEarn

🔒 Major Token Unlocks of the Week

  • $HOLO - 1.61% of the total supply will enter circulation on Nov 11, 2025.

  • $BOBA - 4.50% of the total supply will enter circulation on Nov 12, 2025.

  • $BUBBLE - 2.96% of the total supply will enter circulation on Nov 14, 2025.

  • $STRK - 1.63% of the total supply will enter circulation on Nov 15, 2025.

  • $CYBER - 4.23% of the total supply will enter circulation on Nov 15, 2025.

Explore more unlocks with full vesting details.

💡 1 Minute Learning: Pre-Confirmations

Speed (not to be confused with iShowSpeed 🚨) just got smarter. On new L2s and Solana, transactions can be confirmed before they even hit the blockchain. 🧠

🔎 Instead of waiting for block inclusion, validators can instantly acknowledge your transaction in the mempool and guarantee it will be added in the next block. 

This makes DEX trading almost instant, kills sandwich bots, and opens the door for sub-second arbitrage. 🚀 It’s basically turning crypto trading into high-frequency finance. 🖥️

But there’s a catch: pre-confirmations rely on validator trust. If they go offline or misbehave, your “confirmed” trade might vanish faster than your gas fees. 💨

Not the best thing for Solana, known for its occasional instability. But whatever. 😄

Pros and Risks of Pre-Confirmations 👇

Faster fills
Lower MEV risk
⚠️ Slightly higher trust assumptions

🗞️ 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.