Bitfarms Ltd. (BITF) shares fell 9.48% to $3.15 in premarket trading on November 29, 2025, as Bitcoin dropped over 4% to below $86,680. The decline came as China's central bank warned against cryptocurrency speculation and pledged to intensify its crackdown on illegal activities involving virtual currencies and stablecoins. The regulatory pressure compounds challenges for crypto mining operations already facing profitability constraints from falling Bitcoin prices.

Bitcoin fell below $90,000 on December 1, 2025, declining 5% to $86,627 amid broad risk-off sentiment. November marked the cryptocurrency's largest monthly loss since May 2021, with prices dropping over $18,000 during the period. The selloff triggered liquidations exceeding $637 million as investors exited risk positions across markets.

Bitcoin fell 16.77% in November, matching the 16.23% decline in November 2022. The cryptocurrency dropped from its October 6 all-time high of $126,198 to $82,000 by November 21, before recovering 5.5% over the following week to $91,464. Short-term holder sentiment and institutional positioning now determine BTC's next direction.

Cipher Mining Inc. (NASDAQ:CIFR) announced on November 26, 2025, that it will redeem all outstanding warrants by December 26, 2025, on a cashless basis at $0.01 per unexercised warrant. The stock traded at $18.25, up 4.20% from the prior close of $17.52. Year-to-date, CIFR has gained approximately 295%.

Bitcoin has fallen 33% to $84,000 since registering a death cross on November 16, when its 50-day moving average crossed below the 200-day moving average. The CMC Fear and Greed Index now stands at 11, its lowest level since July 2023. Historical data shows death crosses have typically preceded positive returns within three months, though current macroeconomic conditions may present different dynamics.

Constrained capacity investment, supply chain shifts, and Nvidia's pivot to LPDDR technology have triggered a memory supercycle. TrendForce projects Q4 pricing will rise 75% year-over-year. DDR4 and DDR5 module costs have surged 130–180% over 18 months, data show.

Palantir Technologies Inc. (NASDAQ: PLTR) trades at $194.50 per share with a trailing 12-month price-to-earnings ratio of 688.53. Michael Burry's Scion Asset Management established put options on 5 million PLTR shares during Q3, representing 66% of the firm's portfolio, according to a Monday 13F filing. The company reported Q3 revenue of $1.181 billion, a 63% year-over-year increase, while Wall Street's consensus price target stands at $178.90.