Michael Saylor, executive chair of Strategy, denied reports that the company sold approximately 47,000 BTC during the recent market downturn. The denial came as Bitcoin dropped below $95,000, falling more than 4% in 24 hours. Strategy continues to hold roughly 640,000 BTC, maintaining its position as the largest corporate Bitcoin holder.

Solana exhibits a significant on-chain supply gap beneath $144, with the next meaningful demand cluster not appearing until approximately $24, according to analyst Ali Martinez. UTXO Realized Price Distribution data from Glassnode shows sparse accumulation zones between these levels, creating what Martinez characterizes as an "air gap" in support structure. SOL currently trades near $141 after briefly dropping to $135 during recent volatility.

Large institutional buyers acquired more than $1 billion worth of Bitcoin and Ethereum via over-the-counter channels during November 2025 despite declining prices. Data show one address accumulated nearly 40,000 ETH while Anchorage Digital received 4,094 BTC—approximately $405 million—from major OTC desks. The private accumulation contrasted with spot ETF outflows totaling $869 million for BTC and $260 million for ETH during the same period.

The United States national debt surpassed $38.118 trillion as of November 6, Treasury data show. When measured in Bitcoin at $103,500 per coin, the debt equals approximately 368.3 million BTC. Since January 20, the debt has increased by roughly $1.9 trillion, equivalent to about 18.36 million BTC at that price—more than a century of Bitcoin's current annual issuance rate.

Zcash traded at approximately $574 on November 14, marking a 16% gain over the prior 24 hours. Bitcoin led a broader market selloff during the same period, reducing total cryptocurrency market capitalization by 2.3% to around $3.22 trillion. Institutional acquisitions of the privacy-focused token have reached 203,775 ZEC, valued at roughly $50 million.

Coinbase has criticized major US banking associations for urging regulators to prohibit merchant rewards and cashback programs tied to stablecoin payments. The exchange's chief policy officer argues the banking lobby's interpretation of the GENIUS Act exceeds congressional intent and would restrict consumer choice while protecting traditional payment fee revenue.

CryptoQuant CEO Ki Young Ju identifies the $94,000 level as a critical threshold for Bitcoin's market structure, representing the average entry price for holders who accumulated between six and twelve months ago. Blockchain data shows a sustained break below this cost basis would mark the first credible signal of a bear cycle, as long-term investors transition from profit to loss. The framework prioritizes observable thresholds over speculative narratives, offering traders a concrete metric for cycle assessment.

The altcoin market capitalization contracted to $1.4 trillion from $1.8 trillion in late October, erasing $400 billion in value as Bitcoin fell below $100,000. Major tokens including Ethereum, XRP, and BNB recorded weekly losses ranging from 1.8% to over 6%. Technical indicators show 72 of the top 100 cryptocurrencies now trade at least 50% below their all-time highs, according to Galaxy Research data.