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• Trump’s tariff payout plan sparks brief crypto rally.
• Bitcoin hits $105K; Ethereum rebounds above $3,600.
• ETF inflows signal tentative institutional re-entry.

President Trump’s Sunday announcement promising at least $2,000 in tariff-funded payouts to most Americans jolted crypto out of its weekend doldrums.

Bitcoin rocketed to $105,000 while Ethereum climbed back above $3,600, as traders suddenly rediscovered their appetite for risk assets.

The CoinDesk 20 index snapped its brutal 15% weekly decline with the prospect of fresh stimulus money potentially flowing into digital currencies.

However, beneath the rally lies a sobering truth: Congress must approve the plan, the Supreme Court is questioning whether Trump’s tariff regime is even constitutional, and the math simply doesn’t work without deeper tax revenue cuts.

Bitcoin consolidates near $105K amid market fear

Bitcoin surged past $105,000 in response to Trump’s tariff announcement, gaining 1.75% in a single move that broke weeks of consolidation near the $100,000 psychological level.

Ethereum jumped 7% to $3,631, wiping away three days of losses and signaling that institutional nervousness had finally eased, at least temporarily.

Solana posted a 6.08% gain to $167.36 as altcoin traders felt encouraged by Bitcoin’s renewed strength.​

The broader picture shows recovery momentum. BNB climbed modestly, while XRP benefited from Bitcoin’s coattails as risk sentiment improved across the board.

The important detail here is that Bitcoin spot ETFs captured $252 million in fresh capital on November 6, ending a six-day outflow drought that had erased confidence across the entire market.

Ethereum ETFs added $12.5 million the same day, suggesting institutions were quietly accumulating during the weakness.​

Importantly, these aren’t spectacular gains. They’re relief rallies. Bitcoin remains down 5.7% for the week while Ethereum sits 7.5% lower, despite Sunday’s bounce.

The market is essentially trying to recover from a self-inflicted wound rather than establishing genuine new momentum.

A week of pain and the road ahead

Last week was brutal. Bitcoin cratered below $100,000 for the first time since late June, triggering a wave of liquidations that sent $19 billion in leveraged positions to the exit at once.

Ethereum mirrored the weakness, sliding as institutional buyers vanished and retail capitulation accelerated.

The culprit was simple: nobody was buying anymore. Federal Reserve rate cuts that traders expected to fuel crypto demand simply didn’t materialize as catalysts.

Instead, the 10-year Treasury yield remained stubbornly above 4%, making speculative bets unattractive versus safer fixed-income plays.

Meanwhile, the US government shutdown drained liquidity from financial markets while lawmakers bickered over spending bills.

This week’s outlook hinges entirely on whether Trump’s tariff dividend actually happens.

If Congress approves it and the Supreme Court green-lights the tariff regime, crypto could enjoy sustained inflows as stimulus recipients hunt for inflation hedges.

But that’s two massive ifs. Budget experts already flagged that tariff revenues total roughly $90 billion after accounting for collateral tax damage, nowhere near the $300 billion needed for the payouts.

Traders are essentially betting on political miracles. Unless something changes quickly, expect Bitcoin to test $98,000 to $95,000 if support cracks at $100,000 again.

The rally feels good, but it’s built on hope rather than fundamentals.

• Arweave price has rallied 25.5% today, leading the DePIN sector surge.
• Arweave Day Asia has boosted the AO ecosystem and developer interest.
• The immediate support sits at $5.03 while the resistance is found near $6.31.

Arweave (AR) price has witnessed a powerful 25.5% rally in the past 24 hours, outpacing both the broader crypto market and its peers in the Decentralised Physical Infrastructure Networks (DePIN) sector.

This comes amid renewed investor interest in decentralised storage projects as traders position themselves for a potential long-term breakout.

DePIN sector sees renewed interest

The DePIN sector has captured attention this week, surging 10.93% as investors rotate into decentralised infrastructure plays.

Arweave (AR) and Filecoin lead the charge, posting impressive 37.9% and 51.8% weekly gains, respectively, coinciding with growing awareness of the risks tied to centralised cloud providers like AWS and Microsoft, which recently experienced widespread outages.

The Microsoft and AWS outages have underscored the need for resilient, decentralised storage systems — an area where Arweave’s permanent storage model shines.

By offering a censorship-resistant, immutable data layer, Arweave positions itself as a reliable alternative to traditional cloud giants.

Traders and enterprises alike are beginning to recognise this value, as reflected in the 348% surge in Arweave’s 24-hour trading volume.

Analysts note that Arweave’s technology offers more than just decentralised storage; it provides long-term data permanence.

With Layer 2 networks such as Starknet and Optimism exploring Arweave for archiving purposes, the token’s fundamentals appear increasingly robust.

If enterprise and blockchain adoption continue to expand, AR could cement its role at the heart of the DePIN movement.

Arweave Day Asia adds fuel

Arweave Day Asia, held in early October, played a major role in fueling optimism around the AR price.

The event showcased AO, Arweave’s decentralised computing framework, and introduced “DevBot,” a tool that allows AI-generated decentralised applications to be deployed directly on Arweave’s network.

Attendees witnessed live demonstrations of dApp creation, customised digital merchandise, and network upgrades — all aimed at lowering the barriers to decentralised development.

The event generated significant excitement among developers and investors, reinforcing Arweave’s image as a versatile ecosystem rather than a single-purpose storage project.

This renewed confidence in AO’s potential has added a strong narrative tailwind.

Developers are increasingly drawn to the idea of building AI-assisted, on-chain applications that live permanently on Arweave.

This has, in turn, contributed to sustained bullish sentiment, helping AR extend its gains amid a broader market slowdown.

Arweave (AR) price analysis

Technically, the Arweave (AR) price has broken key resistance levels, signalling growing bullish momentum.

After crossing the 23.6% Fibonacci retracement at $5.03 and the 30-day simple moving average at $4.22, AR now eyes the next resistance at $6.31.

The relative strength index (RSI) remains moderate at 64, suggesting room for further upside before approaching overbought territory.

CoinLore’s analysis supports this outlook, emphasising that AR must hold above $4.82 to maintain its bullish structure.

A sustained move above $6.20 could pave the way toward $8.31 and $10.40.

On the downside, failure to defend $4.82 might open the door to deeper corrections toward $1.32, a level last seen during previous market cycles.

Meanwhile, long-term projections remain highly optimistic.

Analyst Render With Me identifies immediate support between $9.15 and $13.27, suggesting that the token could consolidate before pursuing a more ambitious rally.

Render With Me’s forecast places short-term targets between $25.31 and $28.17, with a long-term horizon aiming as high as $61.97 to $71.46 if market and sector conditions align.

$AR When every coin is down but Arweave says “Nah”. #Arweave chart for your reference.

Ready to hit resistance and the target – 1 pic.twitter.com/26dgXwgd2w

— Render With Me (@renderwithme) November 6, 2025

However, sustaining momentum above the $5.03–$6.31 range remains critical as overall crypto liquidity declines.

• NEAR price rose more than 20% to highs of $2.34.
• The uptick comes amid gains for several altcoins despite ongoing crypto market weakness.
• Bulls reclaiming the $2 mark could allow them to target $4.6 for a fresh 100% rally.

NEAR Protocol’s native token has skyrocketed 24% in the past 24 hours, shattering a persistent resistance barrier and reigniting investor enthusiasm amid broader cryptocurrency volatility.

NEAR currently trades at $2.27, slightly off the intraday high of $2.34 that marked its highest level since mid-October.

Gains signal a potential shift in sentiment as multiple tokens eye bounce, including Tezos (XTZ).

NEAR price today

NEAR’s bullish performance has seen the token climb from lows of $1.83 to fresh highs of $2.34 in the past three days.

Although the price is slightly off the intraday peak, market data shows aggressive buying.

Per CoinMarketCap data, the token’s daily trading volume increased by over 300% to $753 million.

It’s a significant show of conviction from bulls and the main metric behind the NEAR price breakout.

Ostensibly, the move saw bulls decisively clear the $2.00 psychological resistance, allowing them to target fresh momentum.

This outlook could gain additional tailwinds from parallel developments in the privacy sector.

In particular, this is a market where Zcash (ZEC) has exploded nearly 700% in the past month, drawing renewed attention to shielded transactions and anonymous DeFi.

Zcash’s resurgence is closely tied to NEAR’s innovative Intents protocol, a cross-chain coordination layer that simplifies complex swaps while preserving user privacy.

Privacy is NEAR

Join live as Gainzy (@gainzy222), Mert (@0xMert_), Illia (@ilblackdragon) and Kain (@kaiynne) discuss the Future of Financial Privacy 👇 https://t.co/w8eJomauhl

— NEAR Protocol (@NEARProtocol) November 5, 2025

Zcash’s official Zashi wallet has deepened its integration with NEAR Intents, enabling seamless on-ramps and off-ramps for shielded ZEC conversions from assets like BTC, SOL, and USDC.

For NEAR, the linkage amplifies its appeal as the “blockchain for AI,” where Intents not only streamlines interoperability but also embeds privacy-by-design features.

As Zcash’s shielded pool nears 30% of its supply, NEAR benefits from the spillover, with ecosystem projects like OceanPal committing $120 million to treasury-backed intents.

Is NEAR price poised for a 100% bounce?

The technical outlook for NEAR paints a decidedly bullish picture, with key indicators aligning for a possible 100% bounce from current levels toward $4.60.

The Relative Strength Index (RSI) on the daily chart has surged to 51, hitting neutral territory after dipping into oversold readings of 28 on Nov. 4.

Meanwhile, the Moving Average Convergence Divergence (MACD) histogram has flipped positive, with the line crossing above the signal.

This suggests a potential bullish divergence, similar to what preceded NEAR’s June-July rally from $1.97 to $3.12.

Trading volume, already elevated, shows sustained spikes, averaging the breakout above $2.00 as genuine rather than a fleeting pump.

A sustained hold above $2.30 could trigger a breakout.

However, downside risks remain as the price hovers near $2.00.

If the confluence of current support fails, bears could push the token’s value well below the psychological mark.

Nonetheless, as Zcash’s boom reflects demand for secure, intent-based DeFi, NEAR stands to benefit from traction.

• Tezos price jumped 20% to $0.69 and could edge higher amid an altcoin bounce.
• XTZ bulls could target gains to above $1 amid traction for the Layer 2 platform Etherlink.
• The Tezos price traded above the $1 mark in July 2025.

Tezos (XTZ) is among the standout performers in the top 100 cryptocurrencies by market cap today, with the token’s price seeing an impressive 20% price surge in 24 hours.

Gains have allowed XTZ bulls to hit highs of $0.69 on November 7, 2025, the highest level in over a month.

While the overall uptick in medium cap altcoins points to Tezos’ price gains, the blockchain platform has notable momentum down to key events within its ecosystem.

Its Layer 2 solution, Etherlink, which continues to drive ecosystem expansion and real-world asset (RWA) integration, boasts yet another milestone.

Gains for XTZ have also come after crypto exchange MEXC added deposits and withdrawals on Etherlink.

🌐 Another step forward for Etherlink adoption.@MEXC_Official now supports tez deposits and withdrawals on Etherlink, expanding access and liquidity for Tezos’ EVM-compatibility layer.

🔹 Deposits: Nov 5, 2025 – 10:00 UTC
🔹 Withdrawals: Coming soon pic.twitter.com/jyf9ut94UX

— Etherlink 🔗 (@etherlink) November 5, 2025

Tezos touches multi-week high with 20% spike

Tezos’ XTZ climbed more than 20% to reach a multi-week high of $0.69 during early trading sessions on November 7, 2025.

Key move outlines bullish potential as buyers build from recent consolidation, where XTZ had traded in a narrow range between $0.56 and $0.62 since mid-October.

Notably, bears had taken control as cryptocurrencies began Nov on a losing streak.

XTZ dropped to lows of $0.50, but the price rebounded and retested the $0.60 area before climbing further.

As for what’s next for Tezos, technical indicators reveal a bullish short-term picture.

A crossover in the Moving Average Convergence Divergence (MACD), with the histogram flipping positive, gives buyers the upper hand.

Meanwhile, the Relative Strength Index (RSI) has climbed to 60, but is not extended into the overbought territory above the 70 threshold. There’s also a possible falling wedge pattern breakout.

If bulls hold onto gains and benefit from an overall market flip upwards, XTZ could eye a retest of July 2025 highs of $1.07.  Above this, buyers may target $1.50.

XTZ gains as Etherlink powers tokenized Uranium trading

Amid Tezos’ latest momentum is bullish adoption news related to Etherlink, its EVM-compatible Layer 2 network.

Etherlink’s traction in the decentralized finance (DeFi) and real-world assets RWA market has reached a new milestone.

The L2 has seen its Total Value Locked (TVL) surge amid strategic integrations, including with Curve Finance for stablecoin liquidity and Lombard’s LBTC Bitcoin liquid staking token.

On November 6, Etherlink gained further traction in the burgeoning tokenized uranium sector.

Uranium.io, a decentralized application powered by Tezos, UK-regulated custodian Archax and uranium trader Curzon, has unveiled the first tokenized physical Uranium asset.

Users across DeFi can now tap into the asset as collateral for loans.

The impact on XTZ could include institutional interest in the Tezos ecosystem amid DeFi and RWA adoption.

• Long-term holders have sold approximately 400,000 Bitcoin ($45B) in the past month.
• This sell-off is driven by spot markets and fading conviction, not high leverage.
• Bitcoin fell below the key $100,000 level for the first time since June.

Bitcoin has once again slipped below the critical $100,000 mark, but the force driving this latest downturn is different and potentially more concerning for the market.

Unlike the leverage-fueled crash in October, this sell-off is being driven by a quieter, more sustained exodus: long-term holders are cashing out, creating a $45 billion supply glut that is testing the market’s conviction.

The original cryptocurrency fell as much as 7.4% on Tuesday, marking a more than 20% decline from its record high a month ago.

While it has since staged a modest recovery, the nature of the selling pressure suggests a fundamental shift in market dynamics.

From forced liquidations to fading conviction

The key difference in this downturn is the source of the selling.

While October’s crash was defined by a cascade of forced liquidations from overleveraged traders, the current slide is being led by a steady drumbeat of selling in the spot market.

According to Markus Thielen, head of 10x Research, long-time Bitcoin holders have offloaded approximately 400,000 Bitcoin over the past month—an exodus valued at around $45 billion.

This sustained selling from seasoned investors is creating a market imbalance that new buyers are struggling to absorb.

This analysis is supported by on-chain data.

“Over 319,000 Bitcoin has been reactivated in the past month, mainly from coins held for six to twelve months — suggesting significant profit-taking since mid-July,” Vetle Lunde, head of research at K33, told Bloomberg.

The whale problem: big buyers are disappearing

With market leverage now relatively muted, attention has turned to the large, long-time holders who are choosing to sell.

Thielen told Bloomberg that “mega whales”—entities holding between 1,000 and 10,000 Bitcoin—began offloading large volumes earlier this year.

For a time, institutional players were able to absorb this supply, leading to choppy, sideways price action.

However, since the October crash, broader demand has faded, and the accumulation by smaller whales (holding 100 to 1,000 Bitcoin) has dropped sharply.

The result is a growing imbalance between sellers and buyers. “The whales are just not buying,” Thielen said.

What comes next? A path to further declines

This sustained selling from long-term holders could have lasting implications.

Thielen warns that the current unwind could continue well into next spring, drawing parallels to the 2021–2022 bear market, where large holders sold over one million Bitcoin over the course of nearly a year.

“If this is a similar pace,” he said, “we could see this situation going on for another six months.”

While not predicting a catastrophic crash, Thielen sees room for further declines as the market consolidates.

“I am not a believer in the cycle,” Thielen said, “but I would assume that we sort of consolidate and potentially drift even a bit lower from here. $85,000 is my maximum downside target.”

• Lido is integrating Chainlink’s interoperability standard to power wrapped Staked Ether (wstETH) transfers.
• The Chainlink cross-chain interoperability protocol (CCIP) is now the official cross-chain infrastructure for wstETH.
• wstETH will implement CCIP on supported chains in stages.

Lido, a leading liquid staking protocol on Ethereum, has announced a strategic partnership with Chainlink. 

The protocol has adopted the oracle network’s Cross-Chain Interoperability Protocol (CCIP) as the official infrastructure for securing all cross-chain transfers of the Lido wrapped staked Ether (wstETH) token. 

Integration comes after the Lido DAO community approved the partnership via snapshot voting. 

Key details of the Lido and Chainlink partnership

According to details, the partnership leverages the Cross-Chain Token (CCT) standard to power wstETH transfers. 

It means all future cross-chain operations for wstETH will route through CCIP, replacing native bridges and third-party providers. Chainlink plans to implement this integration progressively across Lido’s 16 supported chains, which include Arbitrum, Base and Linea.

As well as that, there are early deployments on emerging networks, including Plasma, Monad, Ink, and 0G. 

Key benefits and strategic impact

Adopting CCIP unlocks multiple advantages for wstETH holders and DeFi builders. 

CCIP builds on Chainlink’s proven decentralized oracle network that secures over $100 billion in DeFi total value locked.

For wstETH, CCT enables self-serve token deployments, complete DAO ownership of contracts, and programmable features. 

For instance, future-proof expansion supports permissionless onboarding to most top blockchains, while  layered defenses add to security.

Already, Lido’s previous Chainlink integrations, including Data Feeds, power stETH/wstETH adoption across protocols like Aave. 

Lido’s move expands on these features. 

Jakov Buratovic, Master of DeFi at Lido, commented on the integration.

“For stakers, the ability to move assets quickly across the ecosystem is essential for seizing opportunities, rebalancing liquidity, and managing their staked ETH efficiently. By adopting Chainlink CCIP as the official cross-chain standard for wstETH, we’re giving users and builders a standardized, secure way to move wstETH across chains,” Buratovic said.

This partnership positions Lido for greater competitiveness in evolving markets.

Johann Eid, chief business officer at Chainlink Labs, also holds a similar view.

“This integration is set to significantly expand access to wstETH across DeFi, with cross-chain flows secured by Chainlink’s defense-in-depth architecture.”

Lido DAO price outlook

Lido DAO (LDO), the governance token of the Lido liquid-staking protocol, has gained about 5% in the past 24 hours. 

The LDO token gives holders the chance to vote on key protocol decisions such as validator onboarding and protocol upgrades.

The token traded around $0.76, up on the day but still well in the red over the past week and month. However, the token has bounced more than 133% from the all-time lows of $0.3278 reached on October 11, 2025. 

If bulls show resilience amid DeFi resurgence, they could retest the $1 mark.

Key  takeaways

• Solana’s SOL is down 1% in the last 24 hours and is approaching $160 after dropping to $146 on Tuesday.
• The cryptocurrency could reclaim the $170 high if the recovery continues.

SOL recovers from the Tuesday dump

SOL, the native coin of the Solana ecosystem, is trading close to the $160 mark after recording massive losses on Tuesday. The coin dipped to the $146 mark on Tuesday, sweeping the low of August 4th before embarking on a recovery.

It has now added nearly 5% to its value over the last few hours and is now trading at $159 per coin. The positive performance comes as the broader cryptocurrency market recovers from the dump.

Bitcoin briefly dipped below $100k on Tuesday but has now recovered and is trading above $102k per coin. Ether is also trading above $3,300 after testing the $3k psychological level.

SOL could rally to $170 amid market recovery

The SOL/USD 4-hour chart is bearish and efficient as the cryptocurrency has underperformed in recent days. The technical indicators remain bearish but are showing signs of recovery. 

The 4-hour RSI of 32 means that SOL is currently in the oversold region. This could give it a breather and allow the coin to rally higher in the near term. The MACD lines are also within the bearish region, suggesting selling pressure.

If SOL continues its recovery, it could rally towards the first major resistance level at $170 over the next few hours. An extended bullish run would allow the cryptocurrency to target the swing high at $188.

However, if the bulls fail to defend SOL’s price above the $150 psychological level, the cryptocurrency could dip towards the June 27 low of $136. Currently, the trend is switching bullish, and buyers could regain control of the market. If the daily levels hold, SOL could rally higher over the coming hours and days.

Key takeaways

• ETH is trading above $3,300 after dropping to the $3k support level on Monday.
• The leading altcoin could recover above $3,600 if the market trend improves.

Ether slips to $3k, recovers to $3,300

It has been a bearish start to the month for cryptocurrencies, with most of them losing 10% or more of their value over the last few days. Ether, the leading altcoin by market cap, is down 17% in the last seven days and temporarily dropped to the $3k psychological level on Tuesday.

However, it has now recovered and is currently trading above $3,300 per coin. The bearish performance comes amid declining institutional demand in the market. According to SoSoValue, spot Ethereum ETFs posted net outflows of $219.37 million on Tuesday. The biggest loser was BlackRock’s ETHA, posting $111 million in net outflows. Funds from Grayscale and Fidelity also reported outflows. 

Ethereum could rebound to $3,600 after retesting key support

The ETH/USD 4-hour chart is bearish and inefficient, caused by yesterday’s sharp decline in the market. The technical indicators remain bearish despite the slight pullback recorded so far today. 

Ether’s price faced rejection from the high of $3,928 on Monday and declined by 15.73% the next day. At press time, ETH is trading at $3,347 after retesting the 50% retracement level at $3,171.

The RSI of 31 shows that Ether is currently in the oversold region and could record a healthy gain from here. The MACD lines are also improving following the bearish crossover during the weekend.

If the $3,171 continues to hold as support, the leading altcoin could rally towards the $3,600 resistance level in the near term. An extended bullish run would see Ether recapture the Monday high of $3,900. 

However, if ETH’s daily candle closes below $3,171, the bearish trend could continue and push ETH’s price towards the next daily support at $3,017.

• The Bank of Canada will oversee the framework, allocating CA$10 million initially and CA$5 million annually.
• The Retail Payment Activities Act will be amended to include stablecoin-related payment services.
• Canada’s reforms align with similar regulatory frameworks in the UK, EU and Australia.

Canada’s 2025 federal budget, unveiled on 4 November, places fiat-backed stablecoins at the centre of its plan to modernise the national payments system.

The initiative signals a clear policy shift from research on central bank digital currencies toward regulating private digital assets within the country’s financial framework.

By introducing detailed rules around issuance, redemption and oversight, the government aims to make stablecoins secure, transparent and suitable for daily transactions while safeguarding financial stability.

The Bank of Canada will oversee the framework and integrate stablecoins into the Retail Payment Activities Act.

A regulated path for fiat-backed stablecoins

Under the new framework, issuers will be required to maintain adequate reserves, establish risk management systems and comply with data protection standards.

The legislation also includes national security provisions to uphold the integrity of the financial system and protect consumers.

The Bank of Canada will allocate CA$10 million over two years starting in 2026 to administer the framework, with annual operating costs of CA$5 million to be recovered from regulated issuers.

Amendments to the Retail Payment Activities Act (RPAA) will bring payment service providers handling stablecoin transactions under formal supervision.

Introduced in 2021, the RPAA already regulates both domestic and foreign payment firms in Canada. Its expansion to cover stablecoin use reflects the government’s intention to fold digital currencies into the existing financial oversight structure.

From central bank currency to private innovation

The move marks a turning point in Canada’s digital currency policy. In September 2024, the central bank decided against launching a retail central bank digital currency and shifted its focus to analysing global payment trends.

That decision created a gap that the new stablecoin legislation now addresses.

Officials have acknowledged that reform in Canada has been slower than in other major economies.

The Bank of Canada’s Executive Director of Payments, Ron Morrow, previously cautioned that Canada could fall behind the United Kingdom, Australia and the European Union, all of which already have digital asset frameworks.

By regulating rather than issuing digital assets, Canada is adopting a hybrid model that allows private innovation while maintaining government supervision. This approach is intended to encourage payment innovation without compromising oversight.

Building a modern and secure payment system

The stablecoin framework forms part of a broader payments modernisation plan.

Alongside it, the government plans to advance consumer-driven banking, open data mobility and the Real-Time Rail system, which is expected to enable instant fund transfers by 2026.

For consumers, the reforms promise faster and more reliable transactions and may lower the cost of cross-border payments. For issuers and payment providers, the challenge lies in meeting new compliance requirements while remaining competitive.

The legislation’s emphasis on privacy and national security also signals the government’s intention to build public trust in digital finance as it becomes a mainstream part of the economy.

Toward a digitally integrated financial system

The new stablecoin rules complement existing crypto regulations in Canada, which already require strict compliance from exchanges and trading platforms.

Several major international firms have withdrawn from the market in recent years, citing complex regulatory demands.

In addition, the Crypto-Asset Reporting Framework, coming into effect in 2026, will compel crypto service providers to report client and transaction data to tax authorities.

Together, these developments reflect a strategic shift in how Canada views digital finance. By replacing experimental central bank projects with clear regulation, the government is laying the foundation for a secure and inclusive digital economy.