Key Market Information Discrepancy on November 17th - A Must-See! | Alpha Morning Report

By: blockbeats|2025/11/17 10:00:03
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Featured News

1.Crypto "Bear Market" Intensifies, Bitcoin Wipes Out Year-to-Date Gains, Ethereum Teeters Near $3000

2.ZEC Market Cap Surpasses $11.6 Billion, Ranks 15th in Crypto Market Cap

3.Market Awaits Fed Meeting Minutes to Reveal Interest Rate Outlook

4.DASH Surges Over 22% in 24 Hours, Currently at $96.75

5.BANANAS31 Market Cap Exceeds $37 Million, 24-Hour Gain of 54%

Articles & Threads

1. "Exclusive | BitDeer: From Bitcoin Miner to 'AI Landlord'"

Initially, no one expected that the true bottleneck of AI was not capital, not large models, but electricity. With long-term full-load training and AI inference running 24/7, a problem emerged: insufficient electricity, forcing chips to sit idle. Over the past decade, the U.S. has relatively lagged in electric grid infrastructure, with new large loads and grid connections taking 2–4 years, making "readily available electricity" a scarce commodity across the industry. Generative AI has brought to the forefront a raw and harsh reality: it's not the model that's lacking, it's electricity.

2. "Will Bitcoin Rise or Fall Next Year? Institutions and Traders in Heated Debate"

After experiencing a rapid plunge on "10.11" [October 11th] and facing consecutive blows from the November U.S. government shutdown, the crypto market has become somewhat skittish. What's even more anxiety-inducing is the serious disagreement among traders and institutions about the market's future direction. Galaxy Digital just slashed its year-end target price from $185,000 to $120,000, but JPMorgan remains steadfast: in the next 6–12 months, Bitcoin could reach $170,000.

Market Data

Daily Marketwide Funding Heatmap (as reflected by Funding Rate) and Token Unlocks

Data Source: Coinglass, TokenUnlocks

Funding Rate

Key Market Information Discrepancy on November 17th - A Must-See! | Alpha Morning Report

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Overview of Important Market Events on June 17

Full version of the debut Q&A! Federal Reserve Chairman Waller: Sticking to the 2% inflation target, establishing five special working groups, individual did not submit the dot plot

Federal Reserve Chairman Waller's debut featured a significant slimming statement, the cancellation of forward guidance, refusal to submit the dot plot, and the establishment of five working groups, vowing to uphold the 2% inflation target, which triggered a sharp decline in U.S. stocks and a surge ...

From Disruptor to Shadow Market: The Crypto Market is Becoming a Colony of Traditional Finance

"Coin-stock linkage" has evolved from the early stage of macro correlation and one-way penetration of emotional funds to the current 3.0 stage, where on-chain perpetual contracts provide extended trading hours and emotional signal value for traditional assets 24/7, and participate in Pre-IPO pricing...

Dalio's important long article: How to position in the current market environment?

Do not confuse the excitement for new technologies with whether those tech stocks are attractive.

OKX Star analyzes Binance's competitive advantages: when regulation levels the playing field, competition has just begun

OKX founder Star published a lengthy article, systematically analyzing Binance's competitive advantages over the years: regulatory arbitrage, speculative narrative cycles, social media control, and superficial compliance, stating that the essence of these advantages is not product capability, but ra...
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