💀 $ETH ETF Dead on Arrival?

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Markets feel sleepy today, and honestly, it makes sense.

After last week’s chaos, most big holders are cooling off and repositioning while they wait for the macro dust to settle. No one wants to jump early, especially when the next headline out of D.C. could flip the entire mood.

It’s one of those days where the charts look boring, but the setup behind the scenes is anything but.

Here’s what we got for you today:

• 👀 History's echo: Is the 2020 playbook back?

• ⭐ Why did $53B just get wiped on good news?

• ⭐ Why institutions are buying SOL ETF, not ETH?

• 🔥 Burning hot takes for the road

We're seeing huge disconnects all over the charts: prices are ignoring fundamentals, and "good news" is somehow triggering dumps.

If you're looking at the market and wondering what on earth is really going on, you're not the only one.

The real "why" behind these moves aren't being reported on the main feeds. We just dropped the full, exclusive breakdown of today's biggest events inside our private Telegram group.

Get your latest news about crypto world and what’s trending right now!

⁉️ $53B WIPED IN 3 HOURS. WHY IT’S DUMPING ON GOOD NEWS?

What a day. After 41 days of chaos, markets finally got the update everyone was waiting for: The U.S. Senate has passed the bill to end the government shutdown!

Now it’s sitting on Trump’s desk, and all eyes are on him today.

But the shutdown ending isn’t even the biggest part of the story.

Here’s the real plot twist: Washington is quietly delivering the most pro-crypto policy lineup we’ve ever seen…all at once.

Let’s break down what just happened:

The Senate released a new draft of the BTC & Crypto Market Structure Bill. This is the one that says: $BTC.X ( ▼ 0.84% ) , $ETH.X ( ▼ 2.02% ) , and major tokens fall under CFTC oversight, aka the “commodities” lane, not securities.
That means:

• Cleaner rules

• Easier exchange listings

• Fewer SEC trips to court

• A regulatory green light for institutions

And Trump already said he’ll sign it.
Yes… the President of the United States publicly committing to a crypto-friendly market structure bill. That’s not normal. That’s a shift in national policy.

Macro winds flipped bullish at the exact same time:

• Shutdown ending within days → $2.5T liquidity unlocked

• Fed rate cut highly likely in December

• QT ending on Dec 1

• QE expected in Q1 2026 (liquidity firehose)

• 155 altcoin ETFs pending review

On paper, this is the kind of “perfect alignment” that usually triggers massive inflows.

So why isn’t the market pumping?

Because price still isn’t confirming it. And when fundamentals scream “BULL” but charts refuse to move…The path of least resistance is still down.

That means one thing: Smart money sees one more shakeout coming.

And I have to tell you….The crypto market just lost $53B in 3 hours after the announcement of the shutdown ending.

Is this the last sell-off before the next leg? Or… Is the market pricing in something we don’t see yet?

Honestly…This is the final volatility pocket before direction becomes obvious. If liquidity injections begin as scheduled and the shutdown ends in 4 days, alts could catch a strong rotation window.

But until price confirms, caution is more than excitement right now. So, stay alert. This is one of those weeks where one headline flips the entire market map.

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👀 SOL ETFS SEE 10-DAY INFLOW STREAK. ETH ETFS: $0

While everyone was glued to the shutdown drama, the U.S. quietly dropped one of the biggest crypto decisions of the year: the IRS and Treasury just approved a full legal framework for ETF staking.

The IRS just published a new 18-page framework (Revenue Procedure 2025-31) that officially allows ETFs and Trust products to participate in staking for digital assets. The same boring, traditional products your retirement account can buy… can now earn staking yield!!

And Treasury Secretary Scott Bessent publicly confirmed it on X.

For years, staking was the grayest of gray areas. Funds avoided it because no one knew whether staking rewards would blow up their tax status, trigger securities rules, or expose them to slashing liabilities. That fear is gone now:

• Funds can stake as long as they hold one asset (ETH-only ETF, SOL-only ETF).

• They must use qualified custodians and permissionless PoS chains.

• Staking rewards won’t turn the fund into a security.

The investors’ reactions so far:

• SOL ETFs: +$6.78M inflow on Nov 10 (10 days straight of inflows, the longest streak since launch)

• ETH ETFs: $0 inflow (completely flat)

• BTC ETFs: Only +$1.15M, with BITB as the sole fund showing a positive inflow.

Institutions are positioning early for the next phase of PoS yield and right now, $SOL.X ( ▼ 2.53% ) is the only major PoS asset ETFs feel comfortable loading up on. They’re betting on growth and yield long before the first official staking-enabled ETF arrives.

Grayscale already enabled staking for ETH/SOL trust products back in October. With IRS clarity now in place, many expect other issuers (BlackRock, Fidelity, Bitwise) to follow with ETH/SOL ETFs that actually pay yield.

The moment ETF investors can earn 3-7% yield without touching a wallet, the floodgates open.

If $ETH.X ( ▼ 2.02% ) and SOL ETFs start offering staking rewards in 2026, this could become one of the biggest capital shifts in the entire cycle.

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🔥 BURNING HOT TAKES FOR THE ROAD

Coinbase just launched a new early access platform for token sales, letting users buy into projects before they are officially listed. Read more

$UNI.X ( ▲ 23.73% ) just exploded 40%+ after a $900M "UNIfication" proposal to activate its fee switch and start rewarding token holders. Read more

Gemini stock just hit an all-time low. Markets confused as the crash came despite a reported revenue jump in its first earnings. Read more

BitMine "bought the dip" in a big way last week, snapping up 34% more $ETH.X ( ▼ 2.02% ) as prices fell. Read more

UK stablecoin rules just got delayed. The Bank of England has launched a new consultation, but final rules aren't expected until 2026. Read more

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⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.