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- Bitcoin ETFs Bleed, Regulators Tighten, and Banks Prepare for a Crypto Rewrite
Bitcoin ETFs Bleed, Regulators Tighten, and Banks Prepare for a Crypto Rewrite
Crypto investors just watched nearly $3 billion exit Bitcoin ETFs, Canada push ahead with a strict new stablecoin rulebook, and global regulators hint at rewriting how banks handle crypto entirely.
These aren't just headlines—they're the signals that show where the market is tightening, where liquidity is moving, and where your opportunities are shifting next.
If you want to know how all of this impacts your positioning right now, this is the week to stay locked in.

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Market-Moving News
Crypto hit another pressure point this week, and the data shows far more than price action alone.
ETF flows flipped sharply, policymakers reshaped the rules around stablecoins, and global banking regulators moved closer to opening the door for institutional-sized crypto exposure—giving you a clearer view of where the next big moves may come from.

ETFs
BlackRock Leads Near $3B November Bitcoin ETF Exodus With Record $523M Outflows

US Bitcoin ETFs are closing in on $3 billion in November outflows after BlackRock posted its largest redemption day ever.
The selling streak has now stretched to five days, putting ETFs on track for their worst month since launch.
Record Outflows Hit the Biggest Players
BlackRock's iShares Bitcoin Trust saw $523 million leave in a single session, pushing its monthly total to $2.1 billion.
That makes BlackRock responsible for most of the sector's November redemptions so far.
Total spot Bitcoin ETF outflows for the month have hit $2.96 billion, already making this the second-worst period since the products began trading.
Another week of selling could push that number past February's $3.56 billion record.
Macro Pressure and 'Smart Money' Shorts
The selloff arrived alongside Bitcoin's fourth death cross of the cycle, a pattern often associated with weakening momentum.
Analysts note that while death crosses look scary, they sometimes appear near macro bottoms.
Traders also shifted expectations for Fed rate cuts, with December odds dropping from nearly 94% to around 50%.
Lower chances of cheaper borrowing tend to push investors away from risk assets, including crypto.
Take: Heavy ETF outflows don't mean Bitcoin is broken — they mean investors are resetting their risk levels while waiting for clarity.
If you're positioned long term, these fear-driven exits often create the kind of opportunities that only look obvious in hindsight.

Stablecoins
Canada Approves Budget Advancing New Stablecoin Rules

Canada's government passed a narrow budget vote that pushes forward a full regulatory framework for stablecoins.
The rules place the Bank of Canada in charge of overseeing issuers and maintaining the national registry.
A New Framework for Stablecoins
Under the policy, stablecoin issuers must maintain one-to-one reserves in cash or high-quality liquid assets.
They must also support immediate redemptions and follow strict standards on cybersecurity, disclosures, and risk controls.
The rules echo parts of recent US legislation, creating similar guidelines around transparency and operational resilience.
Non-bank issuers would be banned from offering interest or yield to stablecoin holders.
Coinbase Canada's CEO called the framework a "step in the right direction" but requested changes.
He wants an interim path to bring CAD-denominated stablecoins to market quickly and allow issuers to share yield with customers.
Global Competition Heats Up
Canada's push comes as the stablecoin market is still dominated by US-denominated assets.
Policymakers hope new rules will strengthen the role of the Canadian dollar in the digital economy.
The budget still requires additional steps before final approval, but Monday's vote was a major win for Prime Minister Mark Carney's administration.
Industry voices argue that faster implementation could help Canada stay competitive as other regions move ahead.
Take: Canada is positioning itself as a serious player in the stablecoin race, and clearer rules tend to attract both builders and liquidity.
If you're paying attention to long-term adoption trends, regulatory clarity like this usually sets the stage for real growth.

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Policy
Basel Chair Calls for Rework of Bank Capital Rules for Crypto Holdings

The head of the Basel Committee on Banking Supervision says global crypto rules for banks need an overhaul.
He argues that the original framework no longer fits a market that now includes large, stable stablecoins instead of just Bitcoin and Ether volatility.
Rules No Longer Fit Today's Market
The current framework, introduced in 2021, required banks to hold large capital buffers against crypto exposure.
Officials in the US and UK have since criticized the rules as unrealistic and declined to implement them.
Basel's chair acknowledged that the framework was created during a time when regulators only focused on Bitcoin-like assets.
With stablecoins now dominating transactions, he said it's time to reconsider how risk is measured.
The committee wants to reassess whether permissionless ledgers are as dangerous as originally assumed.
Many central banks now interact with blockchain systems, which has softened earlier skepticism.
Push for Faster Action
Stablecoin growth in 2025 has surged far beyond initial expectations. Regulators want to avoid rules that unintentionally force activity into offshore or unregulated markets.
The Basel Committee plans to accelerate its review, given the refusal of major economies to adopt the current standards.
Officials say a modernized framework would let banks participate safely without stifling innovation.
Take: If global regulators loosen capital requirements, large banks could finally step into crypto a meaningful size.
That kind of participation usually brings liquidity, stability, and deeper market maturity — all tailwinds for long-term investors.

Coin Leaderboard


Crypto Pulse
Money might be fleeing ETFs, and regulators might be tightening the screws, but the small-cap jungle is alive and sprinting in the opposite direction.
Tensor nearly doubled, Forta snapped back harder than anyone expected, and ABBC decided the market panic wasn't its problem.
This is what makes crypto unpredictable in the best way—big money retreats, headlines get louder, and somehow the strangest corners of the market catch fire anyway.
Tensor (TNSR) $0.07376 (+96.31%)
TNSR ripped 96.31% in 24 hours, completely ignoring the market's downturn and flipping momentum in its favor.
Forta (FORT) $0.0412 (+79.10%)
FORT snapped its multi-day slide and erased its monthly losses in one move, rallying 79.10% as buyers finally stepped back in.
ABBC Coin (ABBC) $0.01642 (+48.19%)
ABBC kicked off a sharp rebound with a 48.19% surge, marking one of its strongest daily moves this month.

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Future Forward
The next wave of crypto breakouts isn't coming from viral threads or polished pitch decks—it's being quietly hammered together in private Discord rooms, dusty GitHub branches, and testnets that crash twice before breakfast.
You only find these projects when you're willing to dig past the noise and explore the strange corners most people scroll right past.
The builders working on them aren't chasing clout or trying to engineer the perfect hype cycle—they're shipping things that solve real problems, even if nobody's watching yet.
By the time the spotlight finally swings their way, the early explorers are already poking at the next weird experiment, which is usually where the real edge lives.
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Crypto Know-How: What Is a Bitcoin ATM?
A Bitcoin ATM looks like a regular cash machine, but instead of checking your bank balance, it lets you buy or sell Bitcoin using cash or a debit card.
These machines bridge the gap between the physical world and the crypto world, giving you instant access without needing an exchange account.
Using one is simple: you choose whether you want to buy or sell, enter the amount, scan your wallet's QR code, and complete the transaction.
The machine sends Bitcoin directly to your wallet, or gives you cash if you're selling—no long signup forms, no waiting for bank transfers.
They've become especially useful in regions where traditional banking is slow, expensive, or unavailable.
For many people, these machines aren't just a convenience—they're an entry point into digital finance when other doors are closed.
Just remember: fees vary a lot by machine, and not every operator is licensed, depending on the country's rules.
If you're planning to use one, make sure you trust the operator and understand the costs before hitting "confirm."

Everything Else
Apex Group is acquiring Globacap to accelerate its US tokenization push, giving the $3 trillion AUM giant a FINRA- and SEC-regulated broker-dealer as demand for real-world assets heats up.
Senator Elizabeth Warren is turning up political pressure on President Trump's crypto ties while Congress quietly negotiates a long-awaited market structure bill behind the scenes.
Kenya's brand-new crypto licensing regime is already facing a stress test after Bitcoin ATMs appeared in Nairobi malls despite regulators warning that no VASPs are officially approved yet.
US Representative Brandon Gill disclosed another six-figure Bitcoin purchase, pushing his total BTC buys this year toward $2.6 million as he continues backing the White House's crypto agenda.
Ondo secured Liechtenstein approval to offer tokenized US stocks and ETFs across 30 European countries, unlocking on-chain market access for more than 500 million investors.

Crypto rewards curiosity, not hesitation. The people who keep exploring—especially when the headlines look messy—are the ones who spot the next big shift long before everyone else shows up.
Keep your eyes open, stay flexible, and don't be afraid to look where others aren't, because that's where the next breakout usually starts taking shape.
Best Regards,
— Benjamin Vitaris
Crypto Intel


