Tom_Tucker

Bitcoin ETF outflows look ugly, but one fund is driving almost all of it.
Nov 6:
US BTC ETFs: -$411.9M
BlackRock IBIT: -$403M
Fidelity FBTC: +$42.8M
For the week, IBIT alone lost ~$1.21B.
That concentration matters before calling this a broad institutional exit.
$BTC

Ondo just became the world’s largest tokenization platform.
@RWA_xyz now tracks:
Ondo: $4.07B
Securitize: $3.97B
Spiko: $3.15B
484 tokenized assets.
568K+ holders.
~10% of the entire non stablecoin RWA market.
Tokenization is becoming a serious onchain sector.
$ONDO

October started with Greed. It ended with Fear.
Crypto Fear & Greed fell to ~30 as:
$BTC dropped below $77K
$ETH fell toward $2.2K
ETF outflows increased
Leverage was flushed
Macro pressure stayed high
Sentiment can change fast when support starts breaking.

The crypto conversation is changing.
Ripple’s Reece Merrick said the question is no longer IF institutions adopt digital assets, but what infrastructure is needed to scale them.
24/7 rails. Bank-grade custody. Risk management. Tokenization.
Onchain RWAs have already grown from ~$21B to ~$39B this year.
The next phase is infrastructure.
$XRP

$ETH just had its second-worst October in a decade.
$ETH: -16.1%
Only October 2016 was worse.
What makes it stand out even more?
ETH entered October after 3 straight green months.
Uptober turned into a hard reset.
Let's see how movember plays?
Last nov was terrible though.

$ETH is dominating the latest stablecoin DEX activity.
7 day trading volume growth:
Ethereum: +$7.0B
Tron: +$882.7M
Hyperliquid: +$657.5M
Arbitrum: +$379.8M
Base: +$374.9M
ETH added nearly 8x more volume to next.
Stablecoin liquidity is becoming increasingly active onchain.

Stellar just captured 92% of tokenized fund inflows in 24 hours.
$111.5M flowed to Stellar
$5.2M to Base
$2M to Robinhood Chain
With JQ launching on Stellar and Securitize integration announced, the RWA momentum is getting hard to ignore.
$XLM

$BTC is now 387 days past its 2025 cycle high.
Current drawdown: ~35%
Previous cycle bottoms came around day 364–406, but only after brutal 77–85% drawdowns.
Same historical timing window. Completely different depth.
Is Bitcoin’s bear market structure changing?

ETF flows are telling two very different stories today.
Bitcoin ETFs:
+2,189 BTC in 1D
+$176.5M
Ethereum ETFs:
-27,418 ETH in 1D
-$64.0M
And over 7 days, BTC stays slightly positive while ETH is down another $225M.
Institutional demand is favoring $BTC over $ETH right now.

$BTC is back around $80K, but liquidity has not confirmed the move yet.
@ForeDex_Global Market Liquidity Regime Index previously flashed Distribution near major BTC tops.
Right now?
No new Accumulation signal.
Price is trying to recover.
Liquidity still needs to catch up.

$BTC and Gold are moving together again.
BTC’s 30 day correlation with gold is now around 0.52, while the 90 day correlation sits near 0.50.
That matters for diversification.
If both react to the same macro stress, owning both may offer less protection during a selloff.

Bitcoin whales are getting active again.
Large BTC transfers to Gate rose as BTC rallied from $75K to $87K, putting the $84K to $87K zone under a supply test.
But spot BTC ETFs just absorbed $2.4B.
More whale activity, but no clear sell signal yet.
$BTC

Bitcoin ETF demand is slowing, but it has not disappeared.
Monday: ~$999M inflow
Friday: ~$134M
Yet ETFs have now posted 7 straight days of net inflows.
Meanwhile, 100–1,000 BTC wallets have added 113,950 BTC since July.
Price is cooling. Buyers are still there.
$BTC

XLM is testing a key breakout zone.
After reclaiming $0.20, Stellar pushed into $0.225-$0.227 resistance and is now cooling near $0.216.
Protocol 28 is live and BVNK just added Stellar across 130+ countries.
Hold $0.21. Break $0.227 and $0.23 comes into focus.
$XLM

The 2026 altcoin market still looks heavily $BTC led.
The heatmap shows $ETH , $SOL , $XRP , $ADA & $DOGE staying broadly tied to Bitcoin through both the selloff and recovery.
Until correlations break lower for longer, this looks more like crypto beta than a true independent alt rotation.
@ForeDex_Global

Bitcoin reclaimed its 50W moving average after 44 weeks below it.
Historically, 11 of 13 bear market reclaims held without another lower low.
BTC is now above $84K.
Hold the ~$83K breakout, and $90K comes back into focus.
$BTC

Bitcoin is around $78K, and institutional custody flows have turned positive again.
That means more $BTC is moving into institutional custody than leaving.
It is not a huge inflow, but it shows big players are not rushing to exit.
Eyes Open 👀
@ForeDex_Global

$BTC is below $76K heading into the Fed.
Markets are pricing ~93% odds of a 25 bps hike, so the hike itself may not be the real catalyst.
The bigger move could come from the surprise: a hold, softer guidance, or a more hawkish path.
What is $BTC pricing next?

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One of $BTC ’s rare onchain signals just flashed.
The LTH/STH SOPR ratio dropped below 1, showing even long term holders are feeling the pressure.
Historically, similar capitulation appeared near major market bottoms.
Maximum pain can sometimes arrive before the trend changes.