Wintermute: The cryptocurrency asset is either at a bottoming out stage or transitioning upwards, with significant emotional recovery.

By: theblockbeats.news|2025/11/11 12:15:51
0
Share
copy

BlockBeats News, November 11th. Wintermute released a Cryptocurrency Market Brief stating that market sentiment has improved and risk appetite has increased. Bitcoin (BTC) is still fluctuating in the $105,000–$107,000 range, showing resilience. However, to drive the altcoin market and spread the momentum, BTC may need to further approach its all-time high. In the short term, U.S. regulatory and political news will become new volatility drivers.

This week, the market sentiment has noticeably improved compared to last month. With the dust of October's sell-off settling, investors are realigning their positions in selective risk assets. Trump's proposed "$2,000 tariff rebate" briefly boosted risk sentiment, while the easing of the U.S. government shutdown and weakening macro data also supported the market. However, capital inflows remain limited, and cryptocurrency assets remain the weakest-performing asset class.

By segment, sectors such as DeFi, L2, AI, and DePIN have led the gains, but the overall market breadth remains narrow, with only a few strong coins driving the major gains. Funds are still concentrated in mainstream coins, and the pursuit of altcoins lacks sustainability.

Overall, the market structure is improving, and sentiment recovery is evident. Cryptocurrency assets may have entered a bottoming out phase. If BTC can break its previous high first, funds are expected to redistribute, triggering a broader altcoin rebound.

You may also like

Do you want to buy CRCL?

A detailed breakdown of Circle's business fundamentals and valuation logic: The panic over OUSD and the market correction have triggered a short-term mispricing, presenting an opportunity for left-side positioning and legislative speculation below $60.

Wosh: Inflation has cooled in recent weeks, AI is reshaping the economy, and forward guidance has lost its necessity

Federal Reserve Chairman Waller clearly stated at the ECB forum that the Fed will abandon forward guidance on interest rates, with future decisions relying entirely on real-time economic data. He noted that inflation risks in the U.S. have decreased over the past four weeks, but the ultimate impact ...

The most secretive AI winner

A century-old company that sells toilets and produces MSG has seen its stock price soar by "positioning" core materials for AI chips. This article clarifies the explosive opportunities for domestic substitution of semiconductor materials in the A-share market.

Looking at Stripe's ambitions and the future of stablecoins from OUSD

Stripe enters the stablecoin network battle with OUSD, a comprehensive look at the third paradigm evolution of digital dollars and the new infrastructure for global payments in the AI era.

From Pump.fun to Collector Crypt: Has Solana's income throne changed hands?

The revenue from consumer applications on Solana is no longer solely reliant on meme coin issuance, but is gradually spreading to more consumption scenarios.

Dan Bin's latest speech: Don't miss out on a great era

Don't let hesitation trap your steps, and don't let shortsightedness waste the passing years—make sure not to miss this magnificent era that belongs to us.

Popular coins

Latest Crypto News

Read more
iconiconiconiconiconiconicon
Customer Support:@weikecs
Business Cooperation:@weikecs
Quant Trading & MM:bd@weex.com
VIP Program:support@weex.com