The Breakdown The Week Crypto Moved Forward While Prices Fell Behind
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Nov 17, 2025 Amid extreme fear in the market, Bitcoin dips, but significant progress brews beneath the surface. Discussions highlight SEC clarity efforts, a draft bipartisan bill for CFTC oversight, and Coinbase's innovative launchpad. The impact of whale selling and a huge liquidation wave is examined. Meanwhile, JPMorgan pushes ahead with their deposit token, while geopolitical tensions emerge over a massive Bitcoin hack. Ultimately, short-term pain contrasts with long-term advancements, pointing to a cautious optimism for the future.
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Relentless Selling From Old Wallets
- Old wallets have been relentlessly selling large amounts of Bitcoin, exerting sustained downward pressure on price.
- Nathaniel Whittemore and co-host note this concentrated selling will shape cycle analysis once emotions settle.
Liquidations Vs. Systemic Collapse
- Massive liquidations continue to occur, with over $1.1 billion wiped out in under 24 hours during one stretch.
- The hosts contrast these regular liquidations with systemic collapses like FTX, calling them different in scale and cause.
Regulatory Token Taxonomy Emerging
- Regulators are moving toward clearer token categories that could change jurisdiction over tokens.
- Nathaniel Whittemore highlights Paul Atkins' taxonomy idea where tokens can cease to be securities as projects mature.