Weekly Market Report. November 28, 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

Bitcoin’s path back to $112K and higher depends on four key factors

Bitcoin’s momentum is restrained by uncertainty in interest rate policy, inflation expectations, a pending MSCI decision on crypto-focused firms and stress in BTC derivatives.

S&P downgrades USDT’s dollar peg rating to lowest score

S&P Global Ratings downgraded Tether’s USDt to its lowest stability rating, raising concerns over its dollar peg. Tether classified the report as “misleading.”

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Koreans ‘pump’ alts after Upbit hack, China BTC mining surge: Asia Express

Korean crypto traders pump altcoins after arb bots disappear, Bitcoin mining activity in China surges again, and other news.

🚨 Important News This Week

AI

AI Adoption Among Workers Is Slow and Uneven. Bosses Can Speed It Up.

Why AI Workers Won’t Let Bots Do the Most Basic Tasks

Italy’s Competition Watchdog Broadens WhatsApp AI Policy Probe

Tech

‘We Do Fail … a Lot’: Defense Startup Anduril Hits Setbacks With Weapons Tech

Tech Titans Amass Multimillion-Dollar War Chests to Fight AI Regulation

A year of hackathons: Over 700 projects built in 2025 on a single blockchain

Business

Thirteen years after the first halving, Bitcoin mining looks very different in 2025

Tether confirms Uruguay Bitcoin mining exit amid high energy prices

Fiat inflation drives crypto adoption across the globe

Crypto

Ethereum ICO whale cashes out $60M after 9,500x gain as top 1% keep buying ETH

Why XRP ETF proposals are increasing and what is keeping other issuers on the sidelines

Five XRP charts suggest a short-term price rally to $2.80 is next

🔥 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.

Winklevoss Twins Accelerate Bitcoin Outflows in 2025

Funds have been steadily moving out of the Winklevoss brothers’ primary Bitcoin address throughout 2025, with withdrawals intensifying sharply over the past month. As early crypto pioneers who have already realized over $1 billion in profits, their continued divestment is drawing attention across the industry and raising questions about whether this marks strategic profit-taking, portfolio rotation, or a broader shift in their long-term Bitcoin exposure.

Read more here: https://t.me/constantinkogan/1701

Major Institutions Cut $5.4B From MicroStrategy Positions

Several of the largest U.S. asset managers — including Capital International, Vanguard, BlackRock, and Fidelity — collectively reduced their MicroStrategy holdings by roughly $5.4 billion in Q3 2025, with each trimming more than $1 billion. The pullback comes amid a steep 41% decline in MicroStrategy’s market cap over the past month, signaling that even long-standing institutional supporters are reassessing exposure to the company’s leveraged Bitcoin strategy.

Read more here: https://t.me/constantinkogan/1702

ARK Invest Reveals Q3 Snapshot — $16.9B in High-Conviction Innovation Bets

Cathie Wood’s ARK Invest closed Q3 2025 managing $16.9B across roughly 200 positions spanning AI, EVs, crypto, genomics, robotics, biotech, and next-gen internet, staying firmly aligned with its mandate of backing disruptive innovation. ARK’s strategy remains centered on long-duration, high-conviction plays that seek exponential rather than incremental growth, reflecting Wood’s belief that technologies like gene editing, autonomy, and blockchain will fundamentally reshape global industries.

Read more here: Cathie Wood’s Portfolio Snapshot Q3 2025

Bitcoin Block Took 17 Minutes — A Reminder of Mining Variability

A Bitcoin block mined yesterday required about 17 minutes to be found, notably longer than the typical ~10-minute target but well within historical extremes — which include gaps of 85 minutes, over two hours, and even the five-day interval between the genesis block and block 1. These extended durations occur when global hashrate temporarily drops due to miners going offline or equipment disruptions, highlighting the natural probabilistic variance in Bitcoin’s block discovery process.

Read more here: https://t.me/constantinkogan/1705

Stablecoins Become Lifelines as Inflation Melts Emerging-Market Currencies

Inflation is acting as a silent tax across multiple economies, with $100 in some countries projected to hold only $15–$75 of real value by the end of 2025 — not volatility, but systemic currency breakdown. As national monies in Venezuela, Sudan, Turkey, Iran, Zimbabwe, Myanmar, Haiti, Burundi, and Argentina experience severe purchasing-power collapse, citizens are watching their local currencies turn into melting assets. In response, millions across emerging markets are shifting savings into USD-pegged stablecoins to escape inflation, capital controls, and rapid devaluation, transforming stablecoins from a crypto trend into a critical tool of financial survival.

Read more here: https://t.me/constantinkogan/1706

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