Weekly Market Report. November 7, 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 bull run hasn’t started yet: Jan3’s Samson Mow

Samson Mow, the founder of Bitcoin technology infrastructure company Jan3, argues the Bitcoin bull run is yet to begin, as Bitcoin fell to just under $100,000 earlier this week.

NFTs hit the brakes: Market cap tanks 46% in just 30 days

The non-fungible token (NFT) market has lost nearly half its value in the past 30 days, even as trading activity picked up in October.

FBI can’t be blamed for wiping hard drive with $345M BTC, say judges

A US appeals court says the FBI isn’t at fault for wiping a drive containing over 3,400 Bitcoin, as its convicted owner never informed the government that he owned the tokens.

🚨 Important News This Week

AI

Why AI sucks at freelance work and real-life tasks: AI Eye

AI agents turn BNB Chain into early entries and clean exits at machine speed

Google Finance adds prediction markets data in new AI-powered update

Tech

This platform introduces a crypto social layer to turn credibility into action

Balancer hack shows signs of months-long planning by skilled attacker

True autonomy is the only way machines can belong to us

Business

Peter Schiff Explains Why the “Bitcoin Bubble” Is About to Pop

Bitcoin is finding grassroots strongholds across the US

Self-custody meets KYC: Tangem launches Visa payments with Paera

Crypto

JPMorgan says BTC looks cheap next to gold, points to $170K fair value

Crypto ETFs ‘punching above weight’ as almost half of ETF investers plan buys

Bitcoin ‘$68K too low’ versus gold says JPMorgan as BTC, stocks dip again

🚨 Notable Companies Impressive Investments

Strategy acquired 397 BTC for ~$45.6M at an average price of ~$114,771 per BTC

Liquid raises $7.6M in a Seed Funding Round

Ripple raises $500M at a $40B valuation

Stable [STABLE] reached $5.7B FDV in Binance Futures Pre-Market

🔥 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.

Is AI and Cloud Computing in a Bubble?

Growth in cloud and AI sectors may be hitting saturation. With revenue forecasts dropping from 22–45% to 17–29% and capital expenditures reaching dot-com-era highs, the market shows early signs of overheating. Giants like Nvidia, Microsoft, and OpenAI keep fueling the cycle with massive GPU and infrastructure spending — yet returns are slowing. Innovation is real, but current valuations mirror the frenzy of 1999.

Read more here: https://t.me/constantinkogan/1654

Whales Accumulate $1.12 Billion Worth of Ethereum During Dip

Market volatility triggered heavy accumulation from Ethereum whales, who collectively added 323,523 ETH to their wallets. The large-scale buying activity reinforces investor confidence in ETH’s long-term fundamentals despite short-term market weakness.

Read more here: https://t.me/constantinkogan/1657

Chainlink Bridges TradFi and DeFi — SmartCon 2025 Highlights

At SmartCon 2025, Sergey Nazarov revealed how Chainlink is evolving beyond oracles into a full institutional infrastructure layer. From UBS and FTSE Russell bringing funds and indices onchain to central banks testing CCIP for cross-chain stablecoin transfers, Chainlink is cementing its role as the trust and compliance backbone of tokenized finance.

Read more here: https://t.me/constantinkogan/1661

Tenerife’s €10K Bitcoin Investment Turns into €10M Windfall

The Tenerife Island Council plans to sell 97 BTC purchased in 2012 for €10,000 to fund blockchain research — now worth roughly €10 million. After years of regulatory delays, the move reflects a 99,900% profit and highlights how early institutional experimentation can yield unprecedented returns.

Read more here: https://t.me/constantinkogan/1658

Ethereum Leaders Unite to Launch EPAA — Defending DeFi Innovation

Major Ethereum projects including Aave, Uniswap, Lido, Curve, and The Graph have formed the Ethereum Protocol Advocacy Alliance (EPAA). The alliance aims to protect blockchain neutrality, support fair regulation, and represent the DeFi ecosystem in policy discussions with regulators and advocacy groups like the DeFi Education Fund.

Read more here: https://t.me/constantinkogan/1663

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