24-Hour Hot Cryptocurrencies and News | Strategy Ends Six-Week Streak of Buying BTC; Wintertermute Founder Explains Lagging Nature of "BlackRock Large Transaction" Metric (November 26)

1. Popular cryptocurrencies on CEXs
Top 10 CEX trading volumes and their 24-hour price changes:
- BTC: +0.21%
- ETH: +1.53%
- SOL: +1.46%
- XRP: -2.07%
- ZEC: -2.11%
- DOGE: +1.22%
- BNB: +0.44%
- SUI: +0.63%
- TRX: +0.44%
- MET: +8.02%
24-Hour Gainers List (Data Source: OKX):
- Major: +55.26%
- ULTI: +26.52%
- IP: +20.18%
- ICE: +16.97%
- KAITO: +12.82%
- XPL: +11.07%
- ENA: +10.41%
- GLM: +8.34%
- MET: +8.02%
- FLUID: +7.56%
Headlines
According to Coindesk, Strategy appears to have refrained from buying Bitcoin last week, breaking its previous record of six consecutive weeks of increased holdings.
This Tysons Corner, Virginia-based company is the largest publicly traded Bitcoin holder, holding 649,870 Bitcoins at an average purchase price of $74,400 per coin.
Strategy's stock price has fallen about 70% from its peak and is currently trading at slightly above 1.2 times its net asset value (NAV), the lowest level in this market cycle.
Michael Saylor: Will destroy the private keys to over 17,000 BTC, considering them his "legacy".
Odaily reports that Michael Saylor has announced he will destroy the private keys to over 17,000 BTC, worth $1.5 billion, stating, "This is my legacy." (The Bitcoin Historian)
Odaily Planet Daily reports that Evgeny Gaevoy, founder of Wintermute, commented on the "large BTC and ETH transfer from BlackRock to Coinbase" on X, saying: "This is actually a very lagging indicator. The sell-off has already occurred in ETFs. The same is often the case with on-chain transfers by market makers."
Industry News
MetaPlanet (MTPLF) is raising $130 million using Bitcoin as collateral to buy more Bitcoin.
Odaily Planet Daily reports that WLFI announced this morning that it is buying Solara ecosystem meme token SPSC. Stimulated by this news, the token surged 43% in a short period. As of press time, SPSC's market capitalization is $7.71 million, a 24-hour increase of 139.8%.
VanEck updated its S-1 filing for the BNB ETF, removing the pledging option.
Odaily Planet Daily reports that asset management firm VanEck filed its latest S-1 document with the U.S. Securities and Exchange Commission (SEC) on November 21, stating that its BNB ETF will no longer offer a staking option. The ETF will not use its BNB for staking activities upon listing and therefore will not receive any staking rewards or income from such activities. VanEck acknowledged that removing the staking option may cause the ETF to underperform compared to holding BNB. (Cointelegraph)
Bitcoin Capital will launch BONK ETP on the Swiss Stock Exchange on November 27.
According to SolanaFloor, Bitcapital_ch announced that it will launch its regulated BONK ETP on the SIX Swiss Exchange on November 27, 2025, allowing investors across Europe to hold Solana memecoin BONK one-to-one.
Binance Alpha will list SUPERFORTUNE (GUA) on November 27th.
According to official sources, Binance Alpha will list SUPERFORTUNE (GUA) on November 27th. Eligible users can claim the airdrop using Binance Alpha Points on the Alpha event page after trading opens.
Binance Alpha will list Irys (IRYS), with an airdrop threshold of 241 Alpha points.
According to official news from Odaily Planet Daily, Binance Alpha will list Irys (IRYS), and Alpha trading will officially begin on November 25, 2025 at 11:00 (UTC). Users with at least 241 Alpha Points can receive an airdrop of 1200 IRYS tokens on a first-come, first-served basis. If the reward pool is not fully distributed, the points threshold will automatically decrease by 5 points every 5 minutes. Please note that claiming the airdrop will consume 15 Binance Alpha Points. Users must confirm their claim on the Alpha event page within 24 hours, otherwise it will be considered as a forfeiture of the claim.
Project News
Odaily Planet Daily reports that Jupiter has announced the completion of the second phase of its "Fresh Start" program, which aims to align JUP with the broader goal of driving billions of people into DeFi.
The plan aims to take a more strategic approach to developing JUP. The first phase focused on minimizing the DAO, resetting the community, and simplifying the narrative, while the core of the second phase is a vote to burn approximately 130 million JUP tokens (the "Litterbox Burn").
The Jupiter team is currently conducting token burns and, based on feedback from token holders, has shortened the unstaking window to 7 days.
Spark has opened a vote on a governance proposal to adopt a buyback mechanism.
Odaily Planet Daily reports that Spark announced on its X platform that a governance proposal to adopt a buyback mechanism (SubDAO proxy governance plan) has entered into voting. Since the token generation event (TGE) in June, the protocol has deposited over $10 million in net revenue into the SubDAO treasury. According to the proposal, any excess funds exceeding Spark's needs for venture capital and operating expenses (OpEx) will be used to purchase SPK tokens according to parameters defined by governance. As the excess capital accumulated in the treasury increases, the buyback scale will be increased accordingly. This proposal aims to align protocol operations, treasury management, and community incentives within a transparent and programmatic framework.
Lighter: Spot trading testnet is now live.
Odaily Planet Daily reports that Lighter officially announced on its X platform that its spot trading testnet is now live. As of November 20th, according to official sources, the platform has reached 500,000 independent traders.
Dark pool DEX HumidiFi has confirmed that its token will be launched on December 3rd via Jupiter.
Odaily Planet Daily reports that HumidiFi, a dark pool DEX, officially announced on X that its token WET will be launched on December 3rd through Jupiter's decentralized token generation (DTF) platform.
Pump member: Lookonchain's information regarding PUMP cash-out is completely wrong.
According to Odaily Planet Daily, Pump member Sapijiju posted on the X platform that the information released by Lookonchain is completely incorrect; the PUMP project team has not cashed out. The current transactions are part of PUMP's fund management; USDC from the PUMP ICO has been transferred to different wallets for reinvestment in business development. PUMP has never directly partnered with Circle.
Odaily Planet Daily reports that in response to market rumors that "Berachain offered the Nova Fund a special refund right of $25 million," Berachain co-founder Smokey clarified on the X platform: "The story's framework is (A) incomplete and (B) inaccurate. We understand the need for dramatic narratives in a market where everyone is struggling, but this story appears to be directly orchestrated by malicious actors, particularly some very specific and disgruntled former team members."
vooi releases token model: Airdrops and community token sales account for 10.53%.
Odaily Planet Daily reports that vooi, a perpetual contract DEX aggregator, announced its token economic model on the X platform. The total supply is 1 billion tokens, with airdrops and community sales accounting for 10.53%; community development and marketing (including the second quarter airdrop) accounting for 27.82%; community contributors accounting for 17%; private placement and strategic investors accounting for 13.65%; and the project foundation accounting for 31%.
According to previous reports, vooi received investment from YZi Labs on August 22, 2024, the amount of which was not disclosed.
Huma Finance's Q2 airdrop tracking is now live.
According to Odaily Planet Daily, Huma Finance announced on its X platform that its Q2 airdrop tracking is now live, allowing users to check the number of tokens airdropped. More information will be released soon.
According to Odaily Planet Daily, a user of a cryptocurrency airdrop lost over $112,000 worth of MON airdrop tokens after submitting a series of failed transactions on the blockchain. The funds were entirely used to pay gas fees for the failed transactions. Analysis suggests the wallet owner may have used a script to send a large number of transactions in a short period without realizing the initial few failed, leading to all subsequent failures and the burning of gas. Therefore, small test transactions should be performed before large transfers to confirm the on-chain parameters are correct. (Cointelegraph)
Investment and Financing
Paxos acquires New York-based crypto wallet startup Fordefi for over $100 million.
Odaily Planet Daily reports that crypto payment infrastructure company Paxos has announced its acquisition of New York-based crypto wallet startup Fordefi for over $100 million. Fordefi focuses on crypto wallet solutions designed for decentralized finance (DeFi) and currently has approximately 40 employees serving about 300 clients. (Fortune)
Odaily Planet Daily reports that Valereum, an independent investment firm headquartered in the Cayman Islands, has announced a $200 million investment. The new funds will support its efforts to build a Digital Asset Treasury (DAT) and strategically accumulate and manage digital assets, as well as develop an AI-driven tokenization, royalty, and streaming platform. (Prnewswire)
Odaily Planet Daily reports that stablecoin lending platform CreatorFi has announced the completion of a $2 million strategic funding round. The Aptos Foundation and Aptos Labs participated in the investment and have entered into a partnership. The new funds will support the platform's accelerated development, leveraging the Aptos cross-chain transfer protocol to help creators and businesses lend and receive payments in USDC. (PRNewswire)
Regulatory policies
US PPI rose 0.3% month-on-month in September, in line with expectations.
According to Odaily Planet Daily, the US PPI rose 0.3% month-on-month in September, in line with expectations and down from -0.10% previously.
The US September PPI rose 2.7% year-on-year, in line with expectations and down from 2.60% previously. (Jinshi)
The US core PPI rose 0.1% month-on-month in September, below the expected 0.2%.
According to Odaily Planet Daily, the US core PPI rose 0.1% month-on-month in September, below the expected 0.2% and the previous value of -0.10%.
The US core PPI rose 2.6% year-on-year in September, below the expected 2.7% and the previous reading of 2.80%. (Jinshi)
Gold prices rebounded as expectations for a December rate cut by the Federal Reserve intensified.
According to Odaily Planet Daily, Everbright Futures commented that COMEX gold prices surged significantly in the late session, closing at $4133.8 per ounce, a gain of 1.33%. Domestic SHFE gold opened higher and fluctuated in the night session, closing at 934.74 yuan per gram, a gain of 0.541%. As instability in the US financial markets became more apparent, the Federal Reserve adopted a dovish stance on a December rate cut. Last night, San Francisco Fed President Daly expressed support for a rate cut at next month's meeting, arguing that a sudden deterioration in the job market was more likely and more difficult to manage than a surge in inflation. Combined with previous statements from the New York Fed President supporting a rate cut, this significantly increased the probability of a December rate cut, temporarily easing market concerns about liquidity issues.
According to a report by Nikkei, Japan's Financial Services Agency (FSA) is planning to require local cryptocurrency exchanges to establish reserves for liabilities in order to further strengthen investor protection in the cryptocurrency sector.
Currently, Japan requires exchanges to store users' crypto assets in cold wallets, but does not mandate that they maintain dedicated reserves for compensation in the event of losses such as hacking attacks or exploits. The FSA is seeking to require exchanges to manage liability reserves through legislation.
According to Odaily Planet Daily, Hong Kong Securities and Futures Commission (SFC) Chief Executive Officer, Ms. Leung Fung-yee, stated that Hong Kong is committed to building a safe and reliable digital asset platform and is finalizing the regulatory framework for digital asset trading and custody services. These are the final two pieces of the regulatory "puzzle" for establishing a robust digital asset ecosystem. Hong Kong is increasingly adopting tokenized financial products, such as green bonds, SFC-approved money market funds, and retail gold products. The market size for these tokenized products in Hong Kong is approximately US$3 billion. (Aastocks)
Character * Voice
Musk responds to reports that DOGE has dissolved: Reuters is full of lies.
Odaily Planet Daily reports that Elon Musk responded to reports that the U.S. Department of Government Efficiency (DOGE) had been dissolved in a post on the X platform, writing: "Reuters lies relentlessly."
Earlier reports claimed that the U.S. Government Department of Efficiency had been disbanded. The department subsequently posted on the X platform that a Reuters report about its closure was fake news. The department will resume its routine Friday updates in a few days.
Odaily Planet Daily reports that Arca's Chief Investment Officer, Jeff Dorman, posted this morning: "For years I've been debunking misconceptions about Strategy (MSTR), but every time BTC drops, the same nonsense resurfaces—someone says MSTR will be forced to sell BTC, or that its holdings will be liquidated, as if it were some kind of leveraged perpetual contract… Anyone who spends less than five minutes consulting any debt or equity expert will understand that unless the drop in BTC is so severe that MSTR's selling becomes insignificant, MSTR has absolutely no need to sell BTC."
Arthur Hayes: MON will rise to $10
Odaily Planet Daily reports that BitMEX co-founder Arthur Hayes posted on the X platform: "The last thing a bull market needs is another low-circulation, high-priced, useless L1 token, but I'm obviously jumping on the bandwagon. MON will rise to $10."
- 核心观点:市场呈现分化行情,机构动态影响显著。
- 关键要素:
- Strategy暂停增持BTC,股价跌70%。
- MET领涨主流币,24小时涨8.02%。
- 美联储降息预期升温,提振市场情绪。
- 市场影响:短期情绪波动,关注机构持仓变化。
- 时效性标注:短期影响。


