#美股2026展望 **Today's Crypto Market Intelligence Express | 2025.11.22**
**On-chain Capital Flow Watch**
In the past 24 hours, 1,502.14 BTC flowed out of centralized exchanges, easing market selling pressure. Meanwhile, a mysterious address went long on 104 BTC with 20x leverage at an entry price of $84,400—now that's a high-stakes move.
**ETF Battlefield Sees Sudden Changes**
Eight consecutive days of capital outflows finally stopped! US spot Ethereum ETFs attracted $55.7 million in a single day, while spot Bitcoin ETFs did even better, raking in $238.4 million net inflow. Grayscale was also active, earning $7.9 million from ETH ETF staking. SOL and XRP ETFs also performed impressively, recording net inflows of $10.4 million and $11.89 million respectively.
**Whales Make Another Move**
Remember the whale who once shorted 66,000 ETH? Recently, this player bought an additional 23,995 ETH, pushing total holdings to 489,600 ETH. On another front, an “insider whale 1011” deposited 665.9 BTC worth $55.18 million into a major exchange—unclear whether they’re cashing out or planning something else.
**Traditional Finance Updates**
Publicly listed mF International plans to raise $500 million to launch a BCH liquidity pool, signaling more aggressive traditional institutional entry. The probability of the Fed cutting rates by 25 basis points in December has risen to 71.3%. Powell may not be the biggest obstacle—some analysts believe the Fed's internal consensus mechanism is on the verge of collapse. The University of Michigan Consumer Sentiment Index final reading came in at 51, slightly above expectations.
**Market: Blood and Opportunity Coexist**
In the past 12 hours, $304 million in liquidations occurred across the network, with both longs and shorts taking hits. The Perp DEX sector saw revenue surge, with Hyperliquid leading at $4.24 million in daily income.
**Compliance Alert**
Forbes reports: WLFI reserve company ALT5 Sigma may be under investigation for violating SEC disclosure regulations—compliance issues remain a sword of Damocles.
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