According to @CryptoMichNL, the altcoin markets have crashed. source: @CryptoMichNL on X, Dec 1, 2025. He states he will trade back the drawdown using an Altcoin portfolio and directs traders to a new video update outlining the plan. source: @CryptoMichNL on X, Dec 1, 2025; YouTube: youtu.be/9JhmS66Hp28. (Source)

According to @lookonchain, Circle minted an additional $750M in USDC, and combined stablecoin issuance by Tether and Circle has reached $19B since the 1011 market crash (source: Lookonchain on X). @lookonchain attributes these figures to on-chain minting activity it tracks and did not include exchange inflow, reserve, or price-impact metrics in this update, indicating this post is a mint-size data point (source: Lookonchain on X). (Source)

According to @lookonchain, Machi (@machibigbrother) was liquidated again amid the market drop and then deposited 249.8K USDC into Hyperliquid to continue adding ETH longs, source: @lookonchain. The current position is 2,701 ETH valued at $7.36M, source: @lookonchain. The reported liquidation price is $2,698.14, marking the key risk threshold for this leveraged exposure, source: @lookonchain. Reported cumulative losses tied to these trades total $21.28M, source: @lookonchain. (Source)

According to @glassnode, Bitcoin showed early signs of stabilization in Week 49 after a deep oversold slide, with momentum recovering (source: @glassnode). According to @glassnode, sell pressure is beginning to ease across spot and derivatives markets, providing trading-relevant context for short-term positioning (source: @glassnode). (Source)

According to @BullTheoryio, the U.S. ISM Manufacturing PMI for November printed 48.2, signaling continued contraction per the Institute for Supply Management’s November 2025 Manufacturing ISM Report On Business and ISM’s methodology that classifies readings below 50 as contraction. The last two major altcoin runs coincided with ISM readings above 55 in 2017 and 2021, as evidenced by ISM historical PMI data and the surge in crypto market cap ex-BTC on TradingView’s TOTAL2 series during those periods. With PMI still sub-50, a prudent approach is to prioritize liquidity in majors like BTC and ETH and wait for a sustained PMI move back above 50 and toward 55 as allocation triggers, using ISM’s monthly releases and market breadth confirmation on TradingView. This framing keeps risk aligned with macro momentum, anchored to ISM data and cross-checked against historical crypto cycle behavior on TradingView. (Source)

According to @CoinMarketCap, crypto payments firm Truther is partnering with Visa to launch a card in El Salvador next month that lets users spend USDT directly from self-custody wallets, source: CoinMarketCap. The announcement identifies founder Rocelo Lopes and specifies USDT as the supported asset for direct spend via a Visa-linked card, source: CoinMarketCap. Key trading context is the stablecoin focus on USDT and a near-term rollout timeline in El Salvador, source: CoinMarketCap. (Source)

According to @CNBC, Josh Brown said a tech stock he first bought when he was a retail broker decades ago is back on his radar, linking to a full report on December 1, 2025 (source: @CNBC). @CNBC’s post does not disclose the ticker, valuation, price action, or trade setup, indicating the specifics are contained in the linked coverage (source: @CNBC). @CNBC’s tweet does not reference BTC, ETH, or other crypto assets, so the source provides no direct crypto-market read-through (source: @CNBC). (Source)

According to Lookonchain, the crypto market weakened this week with major assets down and trading activity cooling across both spot and perpetual markets. Source: Lookonchain on X x.com/lookonchain/status/1995526807383413153 Stablecoin market capitalization increased by $3.26 billion, while stablecoin flows and institutional accumulation remained steady despite the overall decline. Source: Lookonchain on X x.com/lookonchain/status/1995526807383413153 A total of nine public companies increased their holdings by 734.41 BTC worth $62.2 million last week. Source: Lookonchain on X x.com/lookonchain/status/1995526807383413153 According to Lookonchain, Tom Lee's Bitmine bought 96,798 ETH valued at $273 million and now holds 3,726,499 ETH valued at $11.52 billion. Source: Lookonchain on X x.com/lookonchain/status/1995494740737802418 Arthur Hayes purchased 4.89 million ENA for $1.37 million, 436,000 PENDLE for $1.13 million, and 696,000 ETHFI for $543,000. Source: Lookonchain on X x.com/lookonchain/status/1993971772245606839 An early Ethereum ICO participant sold 20,000 ETH for approximately $58.14 million. Source: Lookonchain on X x.com/lookonchain/status/1993510988524797980 (Source)

According to @CryptoMichNL, today’s drop across Bitcoin (BTC) and altcoins is another final capitulation day, and he stated that new bull runs start with such capitulation events, making this move trading-relevant for timing reversals in the crypto market; source: @CryptoMichNL on X, Dec 1, 2025. He added that sweeping recent lows would be constructive, indicating focus on a low sweep before moving higher in BTC and altcoin markets, which traders can monitor as a potential exhaustion cue; source: @CryptoMichNL on X, Dec 1, 2025. (Source)

According to The Kobeissi Letter, ETH fell 11% over the last 24 hours while the crypto market shed nearly $300 billion in market cap since Sunday night, highlighting a sharp risk-off move for traders, source: The Kobeissi Letter on X, Dec 1, 2025. The Kobeissi Letter also reports that crypto liquidations are nearing $1 billion in the past 24 hours, underscoring elevated leverage flush and volatility risks that traders must monitor intraday, source: The Kobeissi Letter on X, Dec 1, 2025. (Source)

According to @CNBC, OpenAI has taken a stake in Thrive Holdings to help accelerate enterprise AI adoption (source: @CNBC). (Source)

According to @sns, Monday-to-Monday stats are in and December opens with a fresh set of .sol numbers, confirming an official update to Solana Names domain metrics for market tracking; source: @sns on X, Dec 1, 2025. According to @sns, the post does not include figures in-line, so traders should review the newly posted .sol dataset on the @sns channel to evaluate week-over-week changes relevant to SOL ecosystem activity; source: @sns on X, Dec 1, 2025. According to the source, .sol denotes Solana Names domains used within the Solana network, a category documented by the Solana Name Service and its official resources that traders commonly reference for on-chain activity context; source: Solana Name Service documentation. (Source)

According to @CoinMarketCap, Upbit topped last week’s crypto fundraising ranking with $10.30B in the CEX category, source: CoinMarketCap. The list also includes ht.digital at $262.00M in Proof-of-Reserves, Fordefi at $100.00M in Wallet/MPC, Figure at $25.00M in RWA/Stablecoin, and Gonka at $12.00M in AI/DePIN, source: CoinMarketCap. This distribution concentrates inflows across centralized exchanges, PoR infrastructure, MPC wallet security, real-world assets and stablecoins, and AI/DePIN verticals that traders can track for sector momentum, source: CoinMarketCap. (Source)

According to Watcher.Guru, $800 million worth of crypto long positions were liquidated in the past 24 hours. According to Binance Academy, a liquidation is the forced closure of a leveraged position when margin requirements are not met. According to Watcher.Guru, the reported total reflects significant deleveraging over the last day. (Source)

According to @CNBC, a U.S. housing-linked stock could be vulnerable and the report explains how traders can monetize a bearish view with options on potential declines. source: CNBC A direct bearish setup is buying 30–60 day 20–30 delta puts to target sharp downside with defined risk equal to the premium and positive vega exposure if implied volatility rises. source: Cboe Options Institute To reduce carry, a bear put spread (buy higher-strike put, sell lower-strike put in the same expiry) lowers net debit and caps maximum profit at the strike difference minus the net premium paid. source: Cboe Options Institute Existing shareholders can hedge with a protective put or a collar (long stock, long put, short call) to limit drawdowns while using call premium to help finance protection. source: The Options Clearing Corporation (OCC) Higher mortgage rates cut affordability and new home sales, which historically weighs on homebuilder revenues and related equities, reinforcing the case for hedges and bearish structures when rates are elevated. source: National Association of Home Builders (NAHB), Freddie Mac Primary Mortgage Market Survey Because BTC and ETH have shown positive rolling correlations with U.S. equities during risk-off periods, traders should monitor potential spillover if housing-related weakness broadens to the wider market. source: Bank for International Settlements (BIS), Coin Metrics Crypto-exposed portfolios can mitigate equity spillover by trimming leverage or using BTC or ETH options to hedge downside in high-correlation regimes. source: Deribit Insights, CME Group (Source)

According to CoinMarketCap, the CMC Fear and Greed Index stands at 20 and has shifted from extreme fear to fear as of Dec 1, 2025, signaling broadly risk-off crypto market sentiment (source: CoinMarketCap on X). According to CoinMarketCap, this fear classification indicates cautious investor psychology that traders track to gauge near-term participation and liquidity conditions in spot and derivatives markets (source: CoinMarketCap index update). According to Binance Academy, sentiment indices like the Fear and Greed gauge are used alongside funding rates, basis, and open interest to assess market stress and calibrate position sizing during downturns (source: Binance Academy). According to Kaiko, risk-off periods in crypto have historically coincided with thinner order books and wider bid-ask spreads, so traders should monitor slippage and execution quality more closely when sentiment sits in fear territory (source: Kaiko market data research). (Source)

According to @KobeissiLetter, crypto liquidations surged to $900 million in the last 24 hours as Bitcoin (BTC) fell toward $84,000 (source: The Kobeissi Letter, Dec 1, 2025). According to @KobeissiLetter, Bitcoin erased roughly $120 billion in market capitalization over the same period with no specific market-moving headlines identified (source: The Kobeissi Letter, Dec 1, 2025). According to @KobeissiLetter, the author cautioned that leverage is a dangerous game amid the rapid drawdown (source: The Kobeissi Letter, Dec 1, 2025). (Source)

According to @CoinMarketCap, BlackRock's Bitcoin ETFs are now the most profitable revenue source among the firm's 1,400+ ETFs, as stated by BlackRock Brazil executive Cristiano Castro, who called the development a big surprise (source: @CoinMarketCap on X, Dec 1, 2025). The post provides no revenue figures, time frame, or product-level breakdown, indicating this is a qualitative update rather than a detailed financial disclosure (source: @CoinMarketCap on X, Dec 1, 2025). (Source)

According to @AltcoinDaily, the account stated “Would have been epic if Tom Lee was 100% right,” a brief remark referencing the accuracy of a forecast by analyst Tom Lee, source: @AltcoinDaily on X, Dec 1, 2025. For trading, treat high-profile forecasts as inputs rather than certainties and manage exposure with position sizing and predefined exits to reduce downside risk, source: CFTC Customer Advisory on virtual currency trading; SEC Investor.gov investor education on order types and risk management. (Source)

According to @TO, an Important update was posted on X with a direct link to @Pizza_Pets at https://x.com/Pizza_Pets/status/1995516065258889495 source: https://twitter.com/TO/status/1995516294745997525. @TO’s post provides no additional details on the subject, timing, or actionable items, so no verifiable trading catalyst can be confirmed from the post alone source: https://twitter.com/TO/status/1995516294745997525. As the content of the linked @Pizza_Pets post is not provided here, there is insufficient confirmed information to assess price impact or token exposure, and traders should monitor the original threads for official specifics before taking positions source: https://x.com/Pizza_Pets/status/1995516065258889495; https://twitter.com/TO/status/1995516294745997525. (Source)