11.15 BTC Analysis

Bitcoin plunged nearly 10,000 points over the weekend, driven by multiple bearish factors converging. On the capital-flow side, spot ETFs have continued to see large net outflows, with institutions maintaining redemption-driven selling pressure. This was compounded by weakness in tech stocks such as Nvidia and rising U.S. Treasury yields, which collectively dampened risk appetite. Geopolitical conflicts were not the direct catalyst this time, but remain a potential longer-term headwind.
Technically, the one-hour chart shows a clear downtrend, with price moving along the low

Since early October, I openly called the top of this cycle in advance. Through the several swings in between and now, have all my calls come true one by one? PEPE, ZEC, and so on, including NAS topping—have they all been right? I’m just asking: who else? The timing to buy the bottom? Haha, I mentioned it very early on. All the posts can be verified!$BTC $ETH #比特币跌破7万美元 #黄仁勋辞职 #美国初请失业金人数高于预期

I’m wondering how many of you have been having as hard a time trading as I have lately. It’s tough to read the direction: rebounds don’t last, shorting too soon can get caught in a bounce, and trying to buy the dip can feel like catching a falling knife. Thankfully, I’ve been using stop-losses to exit, or adding to my position and exiting at my average entry price.

This morning’s sell-off looked like a major institution getting liquidated—not retail traders or a whale. Weekends are already a period of very low liquidity, and there wasn’t any bad news. But it’s not necessarily a bad thing; we

📊 Bitcoin Whales Accumulate 47,000 BTC While Mid-Sized Holders Increase Selling!

An interesting development has emerged in Bitcoin market activity. According to CryptoQuant, large Bitcoin holders accumulated approximately 47,000 BTC during a period when Bitcoin experienced a 24% price decline.

At the same time, mid-sized holders reportedly increased their selling activity.

This difference between large and mid-sized investors provides an interesting picture of market behavior. While some investors are reducing exposure during market weakness, larger holders appear to be using lower prices

Ziqi did a great job creating these two bottom-fishing dashboards for Bitcoin and CRCL. After hearing his presentation in person, I also recommend that everyone build a dashboard suited to their own needs and understanding of the market!
This is especially useful as a reference during this downturn!

Author: @Seanzhao1105
The dashboard shows yesterday’s Bitcoin price and score. You can choose which metrics to track based on your own preferences. A backtest using historical data from early 2018 to the present roughly covers the bottom ranges of the past two cycles.

◆ Morning Note｜11-15

As of 09:15.
Reconciliation: No setups last night.
Live US short-term trading account: No positions closed in the past 24 hours; +2.65% cumulative since 2026-09-29, maximum drawdown 11.73%; 0 positions held, unrealized PnL +0.00%.
S&P 500 closed at 7,561.7, down 0.40%; the 10-Year yield at 5.154% and DXY at 103.4 strengthened in tandem, pressuring high-valuation growth stocks. BTC at $62,721, down 2.23%, reflects a valuation discount, not a trend reversal; crowded leverage is not a directional signal.

PnL as of 09:15 UTC+8. Recap: no setups last night. Live US book: no c

#ZEC
ZEC Whale Continues Buying Every Dip: A 5x Leveraged Long Position Is Now Down $3.5 Million! Is This a High-Conviction Bet or a Dangerous Trading Strategy?
Zcash (ZEC) is attracting considerable attention in the cryptocurrency market following reports that a large whale continues adding to leveraged long positions whenever the token declines.
The most interesting part of this development is the reported financial exposure. The whale's 5x leveraged position is currently showing an unrealized loss of approximately $3.5 million.

This situation creates an important debate among traders: is

Good news: the U price is up nearly 0.1 yuan
Bad news: fully invested in spot…

Starship Flight 15 marked the first time the tower arms caught the upper-stage spacecraft. Musk shared a photo, saying he was “hugging the ship.” The first-stage booster splashed down in the Gulf of Mexico after a low-fuel warning prevented its catch.

A double catch was thwarted only by the first-stage booster’s “low fuel light.” SpaceX is one step closer to full reusability, but next time the “chopsticks” will have to catch both “chopsticks” at once for the mission to truly pass.

$BTC

The November crash in US stocks and crypto has liquidated several long whales on Tradingbeats.
Currently, @loraclexyz is the top loser on the BTC leaderboard, with a liquidation price of $51,000.

Can't find the post anymore?
Liquidating leveraged positions is so profitable—who would bother building the ecosystem? Better to bring in a few more gamblers to get rekt.

#白宫提交CFTC与SEC两党委员提名
White House Nominates Four SEC and CFTC Commissioners: Will Bipartisan Appointments Finally Deliver U.S. Crypto Clarity Or Must Markets Keep Waiting?

As of November 15, 2026, U.S. digital-asset policy has reached a pivotal procedural crossroads. Following the White House’s formal transmission of four bipartisan commissioner nominations to the Senate on November 12 two for the Securities and Exchange Commission (SEC) and two for the Commodity Futures Trading Commission (CFTC) crypto markets are closely evaluating what a replenished regulatory bench actually changes. With N

#Gate直通IPO第三期Anthropic More and more people are bearish on Anthropic

Anthropic’s highly anticipated IPO, expected to make history, keeps springing “surprises.”
The latest surprise came on November 9, the day before investor roadshows were originally scheduled to begin, when Anthropic withdrew its IPO pricing document. The document would have set the top of its valuation range at $1.441 trillion. Anthropic then updated the filing, setting the price range at $70 to $78 per share. This further lowered the maximum valuation to $1.404 trillion, while the bottom of the range was only $1.26 trillion

$ZEC : the next reaction matters

The plotted path needs confirmation before it becomes convincing.

ZEC has a conditional route lower on the 30M chart. Watch whether sellers can hold the rebound below resistance and break the nearest support.

Structure

• Patterns frame the visible price structure.
• Last closed price: 892.77.
• The curve illustrates a possible path with a pullback.

KEY LEVELS

Marked target: 799.791
Resistance: 903.762
Support: 888.636

Reassess after a recovery above resistance followed by a retest that holds.

#USOctoberPPIBelowExpectations

#ShareWeekly
$BTC ‌$ZEC ‌

Everyone, pay attention: Bitcoin has recently touched the major trendline discussed in the video, and the good news is that it bounced! If it holds, we can breathe a sigh of relief. If it doesn’t, it’s off to Flower Fruit Mountain for a funeral!

The Extreme Fear Index is only 10. Is this dip worth buying? The answer depends on whether you can accept the worst-case scenario—with volatility exceeding 21% across 30 candlesticks, any attempt to buy the dip must come with a stop-loss.
$TAO The current price is 186.7, down 13% over 24h. MA5=183 remains below MA20=195, the MACD histogram at -0.85 remains bearish, and RSI=35.5 is nearing oversold territory but is not extreme. The key signal is the funding rate of -0.0051%: shorts are paying, indicating crowded short positions and potential fuel for a short squeeze rebound in the near term. T