Weekly Market Report. November 21, 2025
Greetings, curious minds! Join us on a journey into the cutting-edge. This newsletter unveils the latest trends shaping our world.
Let’s explore together! 🌐🚀
🔥 Top Reads
Bitcoiners lose their mind after Scott Bessent walks into a Bitcoin bar
The Bitcoin community lit up on Thursday after US Treasury Secretary Scott Bessent made an unannounced appearance at the launch of Washington’s new Bitcoin-themed bar, Pubkey.
Conviction in Bitcoin is unwavering’: Saylor rebuts MSCI removal risk amid Strategy stock selloff
The Bitcoin treasury pioneer is included in key benchmark indices such as the Nasdaq-100, MSCI USA, and MSCI World.
Warning: WhatsApp worm targets Brazilian crypto wallets, bank accounts
Brazilian crypto holders are urged to be on the lookout for a sophisticated hacking campaign that includes a hijacking worm and banking trojan shared via WhatsApp messages.
🚨 Important News This Week
AI
China’s Moonshot AI Raising Fresh Funds That Could Value It at About $4 Billion
Nvidia’s Strong Results Show AI Fears Are Premature
The Chip CEO Staring Down Nvidia and Talk of an AI Bubble
Tech
Tech, Media & Telecom Roundup: Market Talk
Chat Control stumbles again as EU retreats from mandatory scanning
The Pentagon’s Quantum Navigation Push
Business
Marketers Are Quitting Corporations for Sports Teams. CMOs Who Made the Move Explain Why.
New Toku–PDAX partnership lets Filipino workers receive pay in stablecoins
1 in 3 young investors switched advisers over crypto access: Survey
Crypto
Odds of December Fed rate cut plunge to 33% as BTC falls below $89K
10-year Bitcoin model approves buying BTC at $100K since time does ‘the heavy lifting’
ETH DATs have a problem: Ether’s crash below $3K vaporized a year’s worth of gains
🚨 Notable Companies Impressive Investments
Strategy acquired 8,178 BTC for ~$835.6M at an average price of ~$102,171 per BTC
Kraken raises $800M in a funding round
Kalshi raises $1B in a funding round
🔥 Top Blockchain & Crypto News of the Week
🚀 From market crashes to institutional power moves, here are the top headlines shaping the crypto world right now.
Harvard Triples Its Bitcoin ETF Holdings
Harvard University has dramatically expanded its Bitcoin exposure, boosting its position in BlackRock’s BTC ETF by more than 250% to 6.8 million shares worth roughly $442.8 million. This marks one of the strongest statements yet from a major U.S. endowment, signaling that long-term institutional capital is increasingly treating Bitcoin as a permanent allocation rather than a speculative experiment.
Read more here: https://t.me/constantinkogan/1687
The Bitcoin Liquidity Wars Get Absurd
Market players are scrambling for Bitcoin liquidity with almost comedic desperation, from funds labeling themselves “liquidity providers” without actually providing any, to exchanges whose “deep books” wobble from a single $50K market order, to VCs reinventing themselves as market makers overnight. Yet despite the theatrics, Bitcoin continues proving its resilience, having survived every form of crisis imaginable, reminding everyone that the drama comes from people — not from the asset.
Read more here: https://t.me/constantinkogan/1688
Criminal Crypto Activity on CEXs Falls to Record Lows
Chainalysis and TRM Labs report that criminal activity on centralized exchanges has dropped sharply in 2025, with illicit wallet interaction accounting for as little as 0.018–0.023% of total activity industry-wide; Binance in particular shows even lower rates at just 0.007–0.016% of its massive daily volume. The data highlights how far compliance, monitoring, and automated risk systems have progressed, shifting CEXs into some of the cleanest zones of the digital asset ecosystem.
Read more here: https://t.me/constantinkogan/1689
“Extreme Fear” Returns — But Fundamentals Stay Strong
The Fear & Greed Index has slipped into Extreme Fear, triggering predictable waves of panic, even as institutional inflows, ETF accumulation, regulatory progress, post-halving supply constraints, and major infrastructure development all continue moving upward beneath the surface. As always, sentiment cycles faster than fundamentals, and periods of extreme fear have historically aligned with some of the strongest long-term accumulation opportunities in Bitcoin.
Read more here: https://t.me/constantinkogan/1690
El Salvador Adds $100M in Bitcoin, Nearing $700M Total Holdings
El Salvador has acquired roughly $100 million more in Bitcoin, increasing its national reserve to about 7,474 BTC valued around $692 million, with estimated unrealized profits potentially reaching $90–100 million depending on cost basis. The move reaffirms its long-term strategy of buying strategically during market weakness, strengthening its position as the first nation-state to use Bitcoin as a core reserve asset.
Read more here: https://t.me/constantinkogan/1691
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⛏️ Why Critical Minerals Will Make or Break Superpowers
💼 Foundry Frontier
🤣 Meme of the Week
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Constantin Kogan
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