Crypto Daily Digest November 26, 2025

  • Regulatory Developments:
    • The CFTC is seeking CEOs for an ‘Innovation Council’ to shape crypto policy.
    • Polymarket secured CFTC approval for a regulated U.S. trading platform.
    • MoonPay obtained a New York trust charter, expanding its regulated services.
    • South Africa’s central bank flagged crypto and stablecoins as financial risks.
    • Upbit is assessing a South Korean regulator’s review after a $25M fine.
  • Institutional Adoption & TradFi Integration:
    • Paxos acquired Fordefi to enhance stablecoin and tokenization infrastructure.
    • 21Shares partnered with Standard Chartered for digital asset custody, highlighting TradFi’s growing interest.
    • Texas bought $5M in BTC ETF, signaling potential government crypto reserves.
  • Stablecoin & Tokenization News:
    • Klarna entered the crypto space with a new USD stablecoin on Stripe’s Tempo chain.
    • U.S. Bank is testing custom stablecoin issuance on the Stellar network.
    • Anchorage Digital plans to offer ‘rewards’ on Ethena’s tokens.
  • Market Movements & Analysis:
    • Bitcoin price remained volatile under $88K as traders braced for a $14B options expiry.
    • Negative Bitcoin funding rates suggest a possible short-squeeze to $90K.
    • A significant percentage of Bitcoin, ETH, and SOL are held at a loss, sparking bear market concerns.
    • Filecoin Spiked 9% as Downtrend Breaks, BONK Breaks Through Overhead Resistance as Volume Jumps 85% Above Average, ICP Clears Key Technical Barrier as Breakout Volume Confirms Upward Momentum, Stellar Rallies 2.3% Breaking Key Resistance on Volume Surge.
  • Technical Issues & Project Changes:
    • MegaETH scrapped its $1B plan due to technical failures during the pre-deposit phase.
    • TON Pulls Back After Ecosystem-Driven Rally as Traders Eye Key Support Near $1.50.
    • Polkadot Slides 4% as Technical Resistance Triggers Selloff.
  • Other News:
    • SGX’s Bitcoin and Ethereum Perpetual Futures Debut Strong with $35 Million Volume.
    • Victims of the Oct. 7 Hamas Attack Sue Binance for Damages.

Analysis:

  • Regulatory scrutiny and TradFi integration continue to be major themes in the crypto space, indicating a move towards greater legitimacy and institutional involvement.
  • The rise of stablecoins and tokenization initiatives highlights the industry’s focus on real-world applications and utility.
  • Market volatility and investor sentiment remain sensitive to macroeconomic factors and regulatory developments, as evidenced by Bitcoin’s price fluctuations and the discussion around potential bear market signals.

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