Bankless Is It All Over? What The Markets Are Saying For 2026
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Nov 21, 2025 The crypto market is buzzing with uncertainty as Bitcoin dips below $90k, sparking debates about a potential bear market. Investor sentiment is shifting, influenced by Fed dynamics and AI stock volatility. DevConnect is in full swing, with key insights on Ethereum's scaling roadmap and new developments in privacy solutions. Aave's polished app for consumer banking promises higher yields. Meanwhile, institutions like Harvard are buying the dip, indicating a complex relationship between crypto and traditional finance.
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Markets Show Renewed Downside Momentum
- Bitcoin and Ether lost large portions of 2025 gains, signaling renewed downside momentum and extreme market fear.
- Bitcoin is ~31% below its all-time high and Ether ~43% off, making this pullback meaningful for investor sentiment.
Fed Cut Odds Repriced, Amplifying Sell-Off
- Traders repriced Fed-cut odds sharply, moving expectations from a likely December cut to mostly no change.
- That shift amplified selling across stocks and crypto as macro liquidity and policy risk rose.
AI Narrative Amplified Crypto Weakness
- AI bubble fears and big sales (e.g., Peter Thiel selling NVIDIA) amplified market anxiety last week.
- Strong NVIDIA earnings and guidance briefly reversed that narrative, showing leadership can sway sentiment.