In partnership with

Was this newsletter forwarded to you? Sign up here

😱📉 Bitcoin Dips Below $100K, Fear Spikes

Hello there you embodiment of curiosity;

Welcome to today's edition of Osiris News. If you’re staring at the charts and feeling the kind of quiet dread that follows a loud bang, you are not alone. The market has the brittle tremor of a windowpane that has been struck hard but not yet shattered. Bitcoin dipped its toe below $100,000, and the ecosystem shivered. The Crypto Fear & Greed Index flashed Extreme Fear, a reading that feels less like a data point and more like a diagnosis.

🔍 Quick Overview

• AI’s Great Rotation: White-collar cuts, hard-hat hiring, UBI chatter rises.

• AI Coin Boom: Nov 19 catalyst looms as AI tokens outpace Big Tech.

• Bitcoin’s Big Dip: Sub-$100K flush and billions liquidated; vets buy fear.

• DeFi’s Mixed Fortunes: $220M in exploits, yet Kalshi and perps thrive.

• Ripple’s Two Fronts: $500M raise lifts $40B value while charter fight heats up.

Trending News

🌐📉 $800M Exits Bitcoin, Ether ETFs Amid "Extreme Fear"

Nearly $800 million exited Bitcoin and Ethereum spot ETFs in the United States on Tuesday, marking a significant institutional shift. Bitcoin ETFs saw $577.74 million outflows, with Ether ETFs recording $219.37 million. This recalibration by institutions, driven by hawkish Fed comments, signals a strong "risk-off" sentiment in the crypto market.

💹🔥 Perp DEX Volume Hits Record $1.2 Trillion in October

Decentralized exchanges for perpetual futures (perp DEXs) recorded an all-time high of $1.2 trillion in trading volume for October, nearly doubling September's total. This surge was fueled by widespread incentive programs and a significant market liquidation event. The record activity suggests a higher baseline for DeFi derivatives trading, driving continued innovation in fee structures and incentive models.

💰🏦 Ripple Secures $500 Million Investment at $40 Billion Valuation

Ripple closed a $500 million strategic investment round, valuing the company at $40 billion, led by Fortress Investment Group and Citadel Securities. This influx of institutional capital validates Ripple's momentum and market opportunity. The funding signals a blurring of lines between traditional finance and digital assets, positioning Ripple as a key bridge for institutional adoption.

⚡🏗️ MARA Reports $123M Profit, Diversifies into Energy-AI Power Play

MARA Holdings Inc. reported a record $123 million profit for Q3 2025 and a 92% revenue increase, a significant turnaround from a year prior. The company announced a partnership to build 1.5 gigawatts of gas-fired power generation and data-center capacity in West Texas. This strategic move positions MARA to serve both Bitcoin mining and AI-computing workloads, leveraging low-cost energy and diversifying revenue streams.

This tiny pause brought to you by “please let this help pay the bills” 👀

Beyond the Noise

The immediate pain was sharp and simple. The slip under $100K triggered more than $2 billion in liquidations and nearly $2 billion in spot ETF outflows. For a few sessions the sell side was stronger, and gravity did its work. That is the surface. Beneath it, a different story is forming. Bitwise’s CIO described this phase as a “silent IPO,” a slow transfer of exposure from weak hands to patient ones. Some are not whispering. Metaplanet borrowed $100 million against its existing BTC only to buy more. In Washington, Senator Cynthia Lummis is pushing a Strategic Bitcoin Reserve funded with seized assets, a signal that policy ideas are catching up to balance-sheet realities.

Conviction is not limited to Bitcoin. Ripple raised $500 million from major Wall Street names at a $40 billion valuation, while RLUSD crossed $1 billion in market cap in under a year. The money is voting for a future where dollar tokens sit inside regulated pipes and move value at internet speed. At the same time, incumbents are digging in. The Bank Policy Institute is urging regulators to deny stablecoin charters, including Ripple’s. One camp is building new rails. The other is trying to define the speed limit.

Outside crypto, AI is rewriting the macro script. Productivity is rising, white-collar roles are compressing, and capital is flowing into things with weight and wattage. Data centers, transmission lines, cooling, and land are becoming the new choke points. That push into physical infrastructure pulls money toward hard assets and skilled trades. If deflationary pressure from efficiency gains bites, the response set is familiar: larger fiscal programs and easier money over time. Both outcomes tend to favor scarce digital assets that settle instantly and clear globally.

DeFi is still a study in duality. Exploits and operational failures took the monthly toll past $220 million, including Stream Finance’s $93 million loss. Confidence was dented, not destroyed. Perpetual DEX volume set a new record at $1.2 trillion in October. Users are accepting non-zero protocol risk in exchange for speed, transparency, and 24/7 access. The frontier is dangerous, and it is crowded.

This Caught My Eye:

Here’s a breakdown of the chart:

• Bitcoin is still holding its structural floor , price remains above the 200-week EMA (~$101K), a support level that has marked every major cycle correction and rebound since 2023.

• Momentum is oversold but intact , the weekly RSI is sitting on its long-term support near 45, a zone that has historically preceded strong bullish reversals as long as support holds.

If price loses both levels → risk shifts from pullback to deeper trend reversal.

Looking Ahead

Two timelines are pulling in opposite directions. In the near term, charts look fragile, liquidity is skittish, ETFs have seen outflows, and protocol blowups keep nerves exposed. Respect the tape, tighten risk, and let prices prove strength before you chase it.

On the long timeline, the build continues. Strategic accumulation of BTC, nine-figure raises for core infrastructure, stablecoin rails moving real money, and an AI-driven industrial cycle point to deeper integration and sturdier foundations. The question is not whether the storm ends. It is whether the industry stays upright long enough to catch the clearing wind.

Until tomorrow,
- Dr.P