Bitcoin began November trading below its recent consolidation levels amid market uncertainty. Analysts from The Bull Theory identify several factors that historically align with strong BTC performance in November, when the cryptocurrency has averaged 40–42% gains in past years. These catalysts include the resumption of government spending, corporate buyback programs, elevated Federal Reserve repo activity, and accumulated Treasury balances.

Seychelles-registered crypto platform MEXC experienced a surge in user withdrawals on Friday following social media allegations of financial instability. A trader known as "The White Whale" reported his account holding $3–5 million was suspended without bot usage, triggering community warnings. The exchange's Chief Strategy Officer issued a public apology and confirmed the funds were released, according to her social media statement.

Market analyst VirtualBacon identifies a potential Federal Reserve liquidity policy shift as a critical driver for cryptocurrency markets in 2025. After 18 months of quantitative tightening, the Fed is nearing a pause in balance sheet reduction and may resume liquidity expansion. Historical patterns show similar Fed policy transitions have correlated with altcoin rallies.

Bitcoin recovered to $110,000 this week after opening at $107,000, yet faces challenges maintaining momentum near all-time highs. Analysts at The Bull Theory suggest the traditional four-year cycle is transitioning to a five-year pattern. The next peak may occur around Q2 2026, driven by global liquidity dynamics and institutional accumulation.