The sentiment around bitcoin, Ether and XRP has fallen into bearish territory, fueling hopes of a countertrend rebound. However, the fear observed on social media does not prove that sales are over: the real signal will come from the return of spot demand.
The bitcoin market is going through a delicate phase, marked by a drop in liquidity and a decline in institutional demand. In its November 11, 2026 report, Glassnode describes an environment where capital is gradually leaving the market, despite some signs of accumulation. Investors face increasing pressure, while derivative markets show more defensive strategies. Between fund outflows, option positions, and cautious forecasts, recovery prospects remain difficult to establish sustainably.
An independent miner has just found a block on the bitcoin network and won a reward close to $230,000. This new victory, recorded on November 11, 2026, brings to 38 the number of blocks discovered solo since January. The winner used CKPool Solo and had limited computing power. His success renews attention around independent mining, despite the dominance of large companies specializing in this activity.
MSCI will remove Strategy from its global indices after the close on November 30, a decision likely to trigger several billion dollars in stock sales. However, the risk does not lie in an immediate sale of the company's bitcoins. The exclusion mainly threatens the financing circuit that allows it to accumulate them.
Bitcoin trades around 74,000 dollars, without following the rebound observed in the US stock markets. This divergence comes after the release of inflation figures higher than expected, which pushed bond yields up. At the same time, investors resumed their purchases of certain technology stocks. In the cryptocurrency market, operators are now waiting for a signal capable of driving BTC out of its current zone for investors and reviving trading.
Bitcoin could end 2026 in the red after already losing 6.34% in 2025, a sequence never observed since its creation. However, this historic first does not mean the market is going through its worst winter. It mostly shows that the old four-year cycle is gradually fading in favor of a bitcoin more influenced by rates, ETFs, and Wall Street.
Starting November 22, 2026, Bitcoin trading officially becomes legal in Russia for the general public. Meanwhile, Deutsche Bank launches its BTC custody service.
American bitcoin ETFs recorded $95 million in withdrawals on November 10, their fourth consecutive negative session. However, the movement does not reflect a uniform flight: sales are mainly concentrated in the most liquid funds, while several products remain stable and Morgan Stanley's product continues to attract capital.
The decrease in the number of wallets holding funds revives questions about the behavior of retail investors. In less than a month, Santiment recorded nearly 109,000 fewer non-empty addresses. Some analysts talk about a possible bitcoin capitulation, but the figures do not all tell the same story. Between differences in measurement, platform usages, and the arrival of Telegram wallets, these data require careful reading before any conclusions on the current market today.
Bitcoin declined to around 73,600 dollars on November 10, 2026, following the release of higher-than-expected US inflation. The Consumer Price Index (CPI) rose by 0.4% in October, compared to the anticipated 0.3%. Core inflation also exceeded forecasts. Investors now anticipate another Fed rate hike in December, with the possibility of a larger tightening than expected.
Bitcoin may not need to wait for central banks to officially cut their rates to regain a more favorable environment. According to Binance Research, BTC reacts more to a slowdown in global monetary tightening than to the absolute level of rates, which could allow it to anticipate the next cycle change.
Bitcoin fell back below $74,000 as liquidations continue to hit long positions. The $72,000 level now attracts attention, not because traders all consider it a certain target, but because the accumulation of put options can modify professional hedges and amplify upcoming moves.
US inflation surges and the Fed could raise rates in December. Can Bitcoin survive this new monetary shock or will it collapse?
Fourteen publicly traded companies have sold or transferred approximately 108,247 bitcoins since January 2026, with an estimated value of $8.08 billion. According to data released by Lookonchain on November 10, MARA and Riot Platforms alone account for 56.2% of the total. Major bitcoin miners dominate this movement, while several companies use their reserves to repay debts and finance their development in artificial intelligence.
The cryptocurrency market remains fragile as bitcoin hovers near a technical level watched by traders. In a podcast aired on November 9, analyst Benjamin Cowen said a further decline remains possible. According to him, several signals recall previous phases of weakness. He now envisions a bottom in December, in a context marked by seasonal sales and the persistent difficulties of the Nasdaq. This forecast comes as investors monitor several key technical thresholds.
Bitcoin only lost about 6% after the $6.3 billion hack suffered by Binance, a much more limited reaction than during previous crises. For Fitch Ratings, this resilience reflects greater market maturity, but it mainly reveals an evolution of risk: the failure of a platform threatens the global price less while still directly exposing its clients and creditors.
Bitcoin closed below its 50-week moving average after holding it for seven consecutive weeks. This break weakens the scenario of a sustainable recovery, but the billion-dollar long liquidations blur the signal. Part of the decline results from forced deleveraging rather than voluntary selling.
Strategy further strengthens its Bitcoin reserve with a new acquisition of 1,036 units. The operation represents 81.9 million dollars and brings its holdings to 850,364 BTC. At the same time, the company continues its buybacks of STRC preferred shares, to which it dedicates higher amounts. Its latest filing with the SEC details these financial movements. These figures show how the company allocates its resources between bitcoin purchases, securities buybacks, and cash reserves in dollars.
Bitcoin plunged below 74,000 dollars before quickly erasing part of its losses, after two news items concerning Nvidia and Iran. More than just an episode of volatility, this movement shows that crypto now serves as a leading market when Wall Street is closed, even if it means sharply revising its initial verdict a few hours later.
A global five-minute outage would stop Bitcoin, Ethereum, and Solana, without erasing already recorded blocks. What would happen to your funds when power returns.
On November 8, Michael Saylor highlighted his company's Bitcoin portfolio again, while the market is undergoing a strong correction. His chart now shows 849,327 BTC, valued at 64.44 billion dollars. This publication reignites questions about the timeline of upcoming purchases. However, it confirms no recent operation. To understand this signal, one must examine past acquisitions, available reserves, and the role of preferred shares in financing his overall strategy.
Independent bitcoin mining still sometimes holds surprises against large industrial operations. Between February and November 2026, several participants managed to discover blocks despite often limited computing power. According to data from Soloblocks.io, these operations represent 36 discoveries and approximately 113,149 BTC in cumulative rewards. These results, valued at nearly 8.5 million dollars, illustrate the possibilities of solo mining but also the tiny probabilities surrounding this activity.
Bitcoin has had every excuse to break down harder. The market has had to absorb the recent Binance hack, political uncertainty around the U.S. elections, geopolitical tension and a generally nervous macro environment. Yet BTC has continued to hold around one of the most important zones on the chart. That is what interests me most right now: not the headlines, but how well Bitcoin has behaved despite them.
Patrick Steven Yaroch, 37, pleaded guilty Thursday to electronic fraud and money laundering before the Alexandria federal court. The former counterintelligence agent diverted $2,474,380.66 in cryptos from FBI systems, using credentials seized in 35 investigations.
US Bitcoin ETFs recorded $1.28 billion in net withdrawals during the week ending November 6, their worst result since June. This movement not only marks a new phase of distrust. It erases their fragile return to the green and brings their annual net outflow to $914.1 million.
For more than a year, Bitcoin mining difficulty has remained below its historical record, despite some signs of recovery. This duration exceeds the previous interval observed after the 2011 crash. It reveals tensions in the mining industry: lower revenues, high costs, and new investment choices. However, this situation does not mean the network is performing worse. It mainly reflects a slowdown in the computing power committed.
Jurrien Timmer, Global Macro Director at Fidelity, continues to prefer bitcoin over gold despite the recent decline in both assets. His reasoning is not based on their dollar performance but on BTC’s ability to gain ground against the yellow metal while maintaining higher upside potential.
From the Dutch East India Company in 1602 to massive BTC purchases in 2026, Michael Saylor demonstrates how Bitcoin absorbs the history of modern finance.
Strive achieved 509 million dollars in net profit in the third quarter of 2026, mainly thanks to the valuation of its bitcoin reserves. In its results published on November 6, the American company also announces holding 43,124 BTC, valued at about 3.25 billion dollars. Behind this spectacular profit are, however, 533.7 million dollars in unrealized accounting gains.
The cryptocurrency market is reaching a new milestone in its recognition among major investors. In its projections for 2027, JPMorgan Asset Management assigns bitcoin a compound annual return of 10% over the long term. This estimate exceeds those of several traditional asset classes, including U.S. equities and diversified portfolios. However, this outlook comes with significant risks, notably related to volatility and uncertainties surrounding the relationships between financial investments.