Digital asset treasury firms holding Solana have seen their valuations decline 40% as SOL dropped from $253 to $135. DFDV's CIO Parker White views the correction as an accumulation opportunity. White projects SOL could reach $10,000 over the next decade as digital value transfer expands globally.

Fundstrat's Tom Lee characterized Bitcoin's recent decline as temporary market maker distress following the October 10 flash crash. He projected potential recovery 6-8 weeks after the deleveraging event, suggesting stabilization after November 27 or in early December. Spot Bitcoin ETFs recorded monthly outflows of $2.3 billion, the second-largest since launch.

Early Bitcoin investor Owen Gunden sold 700 BTC through Kraken on November 11, bringing his weekly total to 1,800 BTC worth $200 million. Long-term holders have distributed approximately 414,000 BTC in November, valued at roughly $43 billion. Negative ETF flows and increased options hedging activity signal mounting market caution as traders position for potential downside below $100,000.

Uniswap's native token rose 40% following the announcement of protocol fee switching plans for token buybacks and burns. The proposal includes burning 100 million UNI from the treasury, with co-founder Hayden Adams citing regulatory constraints under the previous SEC administration as the reason for earlier delays.

Bitcoin's weekly realized profit has declined to $1-$2 billion since late September, down from over $4 billion in July when long-term holders intensified distribution, data show. CryptoQuant CEO Ki Young Ju stated the asset remains under selling pressure but could represent a strategic buying opportunity for investors with conviction in the macroeconomic outlook. The moderation in sell-side activity suggests improved macro conditions could catalyze the next upward move.

Bitcoin has decoupled from global M2 liquidity trends since July, trading above $100,000 in November despite sitting 21% below its recent $126,000 peak. Analysts including Coinbase and BitMEX founder Arthur Hayes characterize the October 10 deleveraging event, which eliminated $20 billion in positions, as a healthy market reset rather than a cycle top. Options data show the market positioning for a $90,000 to $160,000 range over the next three to six months.

Total Value Locked in decentralized finance protocols fell to $131.58 billion from $172.65 billion on October 7, a 24% decline representing over $42 billion in outflows. The withdrawal wave began after Stream Finance disclosed a $93 million loss on November 4, triggering depegging events across multiple yield-bearing stablecoins including Elixir's deUSD and Stable Labs' USDX. The broader stablecoin market contracted by $2.5 billion during the first week of November.

The Crypto Fear & Greed Index rose from 23 to 27, moving from "extreme fear" to "fear" as Bitcoin stabilized above $100,000. The improvement follows Bitcoin's 22% decline from its $126,000 peak. On-chain metrics suggest potential for recovery as market sentiment gradually eases.

Franklin Templeton, Canary Capital, and Bitwise have submitted updated filings for spot XRP ETFs designed to permit trading without waiting for the SEC's formal approval during the ongoing government shutdown. The modifications could enable the products to begin trading in November, joining recently launched altcoin ETFs for Solana, Litecoin, and Hedera Hashgraph, according to Bloomberg ETF analyst James Seyffart.