BTC Holds Six Figures As Flows Stay Negative, ETH Still Fighting Its Downtrend
13th November 2025 • 10mins read
This Week’s Recap
- Spot BTC ETFs post five-day outflow streak near $1.9 billion: U.S. spot Bitcoin ETFs saw a five-day run of redemptions totaling about $1.9 billion as BTC hovered near $100,000. The streak, led by large outflows from Fidelity’s FBTC, signaled risk-off positioning and mechanical sell pressure from redemptions. Watch whether flows stabilize or flip positive this week to ease margin pressure on BTC.
- ‘Strategy’ buys another 487 BTC, total holdings reach 641,692 BTC: A new 8-K filing detailed a 487 BTC purchase for about $50 million, bringing Strategy’s holdings to 641,692 BTC. Ongoing issuance of preferred securities continues to fund balance-sheet accumulation. Keep an eye on capital-raising pace and any dilution or leverage changes.
- JPMorgan clients lift IBIT exposure to 5.3 million shares in Q3: Regulatory filings show JPMorgan’s position in BlackRock’s IBIT rose 64 percent quarter on quarter to roughly 5.3 million shares. This indicates rising institutional comfort with spot BTC exposure through regulated wrappers. Watch year-end updates for whether holdings persist amid volatility.
- Anchorage Digital opens institutional gateway to Bitcoin-native DeFi: Anchorage Digital, a federally chartered crypto bank, will provide custody access to BOB’s hybrid Bitcoin-Ethereum DeFi stack. A regulated on-ramp can broaden institutional participation in BTC-linked yield products. Next, track assets under custody and product listings to gauge adoption.
- JPMorgan sees BTC fair value near $170,000 in gold-based model: JPMorgan commentary was widely reported this week], suggesting a volatility-adjusted parity case with private investment gold could justify higher BTC levels. Such bank models can influence allocator narratives even if not trading signals. Watch whether subsequent house notes refine inputs as macro conditions evolve.
- Uniswap proposes ‘UNIfication’ with protocol fee switch and UNI burn: The plan would route a slice of trading fees to the protocol and burn up to 100 million UNI, changing token economics. A live fee switch could tighten token supply and link revenue to activity. Governance discussion and a vote timeline are the next milestones.
- Coinbase launches public token-sales platform, Monad to debut first: Coinbase will host monthly public token sales with U.S. access, starting with Monad, with purchases in USDC. The move revives compliant distribution rails and could diversify exchange revenue. Watch issuer quality, allocation mechanics, and post-listing performance.
- Calastone taps Polygon for tokenized fund distribution: The global funds network enabled onchain movement of tokenized fund share classes via Polygon. This brings traditional distribution pipes closer to programmable assets and DeFi touchpoints. Expect pilots with select managers before broader rollout.
- U.S. clears way for crypto ETPs to stake without triggering tax problems: The IRS issued guidance that lets investment trusts stake digital assets without losing their tax status. This unlocks yield strategies for spot vehicles and trust wrappers, especially in proof of stake networks. Monitor custodian implementations and prospectus updates for staking policies and risk factors. (
- Senate Agriculture draft bill would expand CFTC authority over crypto markets: Lawmakers released draft market structure language that pushes more oversight to the CFTC. The proposal advances the jurisdiction map for spot and derivatives while leaving some issues open. Track committee markups and reconciliations with House language.
- Bank of England opens consultation on systemic stablecoin regime, proposes temporary holding limits: The BoE launched a consultation on rules for systemic GBP stablecoins, with FCA supervision for non systemic uses. Temporary limits on holdings are proposed to manage deposit flight risks. Watch for responses from banks and issuers on cap calibration and redemption mechanics.
- Brazil’s central bank sets crypto rules, up to 7,000,000 dollars capital bar for firms: New rules classify activities and require reporting of cross border transactions, with capital requirements up to 7,000,000 dollars. The framework tightens prudential oversight in a major LATAM market. Watch for licensing waves and consolidation among smaller providers.
- Japan regulator backs joint stablecoin project by MUFG, SMBC, and Mizuho: The FSA will support a consortium of the three megabanks to issue regulated stablecoins for payments. Government backing signals policy alignment on tokenized cash rails. Pilots will test cross border settlement, compliance, and reserve transparency.
- Acting CFTC chair moves to enable leveraged spot crypto trading on regulated exchanges: Caroline Pham is guiding exchanges on compliant spot offerings with leverage. A green light would shift activity from offshore venues into supervised markets. Expect risk controls on margin, disclosures, and product eligibility.
- SEC Chair Atkins says clarity coming on crypto tied to investment contracts: The SEC plans a token taxonomy and exemptions that recognize when investment contracts can cease. This could narrow the securities perimeter for some tokens over time. Watch for rulemaking packages and no action relief pathways.
- Canada begins march toward stablecoin regulations: Canada committed to legislate CAD backed stablecoins, with the Bank of Canada taking an oversight role. The move follows U.S. action and aims to harmonize standards. Key questions include licensing thresholds, reserve assets, and redemption rules.
- SoFi becomes first nationally chartered U.S. bank to launch crypto trading: SoFi rolled out in-app trading for Bitcoin, Ethereum, and Solana to eligible customers. The bank says 60 percent of users prefer trading with a licensed institution, framing trust and compliance as its edge. Watch rollout cadence, asset coverage, and any planned stablecoin or Lightning features. (CoinDesk)
- Ripple raises $500 million at a $40 billion valuation: Fortress Investment Group and Citadel Securities joined the round, lifting Ripple into the top tier of private crypto firms. The raise follows a tender at the same valuation and aligns with Ripple’s push in stablecoins, custody, and payments. Monitor RLUSD growth, capital deployment, and any secondary sales.
- Ripple’s RLUSD to power a Mastercard credit card settlement pilot on XRPL: Ripple, Mastercard, WebBank, and Gemini are testing stablecoin settlement for card transactions. The pilot places a regulated bank and a major network on a public chain for fiat settlement. Watch for scale metrics, merchant categories, and settlement finality targets. (CoinDesk)
- Franklin Templeton debuts Hong Kong’s first tokenized fund: The money-market fund is available to professional investors under Hong Kong regulation. The launch aligns with the city’s fintech strategy that pairs AI with blockchain. Watch AUM growth, transfer agent plumbing, and secondary liquidity options.
- Securitize and VanEck bring VBILL tokenized treasuries to Aave using Chainlink NAVLink: Institutions can post VBILL as collateral to borrow stablecoins on Aave Horizon. Chainlink oracles feed verified NAV to manage risk and pricing. Follow collateral caps, haircuts, and borrower mix for early adoption signals.
- Google adds Polymarket and Kalshi odds to Search and Google Finance surfaces: Prediction market prices now appear directly in results, alongside new AI research features. Mainstream placement could broaden the audience for on-chain and CFTC-regulated markets. Track coverage breadth, query types, and any regional limits. (The Verge)
- DTCC lists multiple spot XRP ETFs in active and pre-launch categories: New DTCC entries sparked speculation about imminent launches and lifted XRP. Inclusion indicates operational readiness, not final approval. Watch SEC filings, S-1 effectiveness, and exchange listing notices for true launch signals.
- Coinbase launches UK savings accounts at 3.75 percent AER with FSCS protection: The product, powered by ClearBank, pays daily interest with instant access and FSCS coverage up to £85,000. Coinbase becomes the first crypto-native exchange to offer a bank-style savings account in Britain. Watch eligibility expansion and cash-to-crypto switching frictions.
- Kazakhstan plans a $1,000,000,000 national crypto reserve fund using seized assets: Officials outlined a reserve between $500,000,000 and $1,000,000,000, seeded by repatriated assets and mining proceeds. Launch is targeted by early 2026, positioning the state as a direct holder of crypto. Watch legal framework, custody choices, and asset mix disclosures.
Bitcoin Market Analysis
BTC traded this week between roughly $99,290 and $107,461, and a weekly decline of about 1.6 percent was recorded as frequent intraday swings failed to establish a directional bias. Price held near the $100,000 to $102,000 zone formed during the October flash crash, and each attempt to push higher faded before testing broader resistance. This behaviour showed that sellers no longer dominated, but buyers did not yet display conviction. The overall structure therefore indicated controlled consolidation inside a narrowing range.

Source: https://altfins.com/technical-analysis
Technical conditions remained weak as BTC continued to move inside a falling wedge while short term and medium term moving averages pointed downward across most time frames. RSI fourteen held in a neutral zone without providing either overbought or oversold signals, and MACD maintained a bearish cross that had persisted for nearly one month. ATR near $3,982 confirmed that volatility remained moderately elevated but not disorderly. These readings showed that downward momentum had slowed yet not reversed, and trend structure still leaned negative.

Source: https://cryptoquant.com/insights/quicktake | @KriptoCenneti
On chain valuation reinforced this picture as the MVRV ratio declined from about 2.7 earlier in the year to roughly 1.8, placing BTC near its historical fair value band and signalling that unrealized profits had been largely absorbed. The ratio held between 1.8 and 1.9 while price oscillated between 102,000 dollars and 114,000 dollars, indicating that market value and realized cost basis had converged. This stability suggested that earlier speculative excess had been reset. The configuration implied that valuation had normalised and that the market was now operating near a neutral foundation.
Key levels were defined by immediate support between $100,000 and $102,000 and a secondary support layer near 94,000 dollars, while resistance appeared near $107,000 , $112,000 , and $120,000 . The 200 day moving average near $110,000 acted as both a structural ceiling and a potential confirmation level for any attempted breakout. A close above the upper wedge boundary and the 200 day average would be required to establish a positive shift in trend, while sustained trading below $100,000 would increase the probability of further downside. Expectations therefore rested on how price interacted with these defined thresholds.

Source: https://sosovalue.com/assets/etf/us-btc-spot
ETF flows remained a significant headwind as a net outflow of roughly $694 million accumulated over the past seven sessions, and a broader five day sequence produced nearly $1.9 billion in redemptions. The heaviest daily outflow exceeded $558 million , and most sessions reflected continued risk reduction among large holders. A reversal late in the week produced an inflow near $524 million , yet the weekly total remained negative and did not signal a completed shift in demand. Flow
Headlines showed continued long horizon engagement, including a 487 BTC purchase by a major treasury style accumulator that raised total holdings to roughly 641,692 BTC and a meaningful increase in IBIT exposure among institutional clients. A regulated custodian also expanded access to Bitcoin linked DeFi products, which indicated incremental infrastructure growth. These developments suggested that long term participation persisted even as ETF flows weakened and technical structure softened. The combined landscape of normalised valuation, selective institutional accumulation, and heavy but potentially stabilising ETF flow pressure created a market posture that remained in consolidation while waiting for stronger directional confirmation.
Ethereum Market Analysis
Ethereum traded in a wide range this week as price moved between the recent low near 3,371 and the local high near 3,588. The sequence of opens and closes across seven sessions showed heavy mid-week selling followed by a modest recovery. The weekly structure reflected pressure from both negative ETF flows and weak technical momentum. Price finished near 3,430, which kept Ethereum below several declining short term averages. The overall pattern signalled a market still attempting to stabilise after earlier volatility.

Source: https://altfins.com/technical-analysis
Key levels continued to frame price action with the nearest support positioned around 3,000 and a secondary level near 3,450. Resistance remained concentrated near 4,000 with a wider band extending toward 5,000. Trading within the Channel Down structure described by the user kept Ethereum capped beneath the upper trendline and guided sellers toward the mid-channel region. The recovery back above the 200 day simple moving average was constructive, although it did not yet change the dominant trend. A confirmed move above 4,000 remained the required signal for a trend break and a shift in market tone.
Weekly ETF data showed persistent outflows with the period recording a net decline of roughly $615,000,000 across the observed days. Only one session in the seven day window showed a positive inflow while several sessions posted large redemptions exceeding 100,000,000 dollars. Cumulative net inflows slipped from about 14.10 billion to 13.75 billion over the week and total net assets contracted alongside price. Trading volumes remained active between 1.13 billion and 1.98 billion, which indicated continued participation despite redemptions. The sustained pattern of outflows illustrated weakening institutional demand during the week.

Source: https://sosovalue.com/assets/etf/us-eth-spot
Corporate accumulation remained a notable counterpoint as BitMine added more than 110,000 Ethereum, lifting total holdings above 3.5 million. That activity signalled that some large buyers maintained long term conviction even as broader flows softened. Ethereum also experienced a brief rally over the weekend as macro conditions improved, particularly after reduced concerns about a potential United States government shutdown. Market surveys showed Ethereum gaining ground as a perceived growth asset among professional investors. These developments provided supportive context although they did not outweigh the impact of negative flows and weak momentum.
In summary, Ethereum spent the week balancing heavy institutional outflows against stabilising technical signals and selective long term accumulation. Price held above the 200 day moving average but remained constrained by a clear Channel Down structure. Momentum stayed bearish yet showed early signs of inflection as MACD stabilised and RSI moved sideways. Support near 3,000 remained the decisive downside reference while resistance near 4,000 defined the path for any trend reversal. The overall profile pointed to a market in consolidation that required a confirmed breakout to reverse the dominant trend.
Mark Your Calendars
Economic Data Releases:
- November 14, 2025 (Friday): Producer price index
- November 14, 2025 (Friday): Core PPI
Token Unlock
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- November 15, 2025 (Saturday): STRK (STRK) unlocks $17.70 M (5.34 % of market cap)
- November 17, 2025 (Monday): ARB (ARB) unlocks $25.42 M (2.01 % of market cap)
- November 19, 2025 (Wednesday): YZY (YZY) unlocks $14.09 M (12.50 % of market cap)
- November 20, 2025 (Thursday): ZRO (ZRO) unlocks $40.10 M (7.29 % of market cap)