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Tracking real-time hot topics in the crypto space and seizing the best trading opportunities. Today is Friday, November 7, 2025. This is Zhenghe Capital! Good morning, crypto friends! ☀️ ☀️ ☀️ Like and make big profits! 🥩🥩
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Market Outlook and Strategic Recommendations:
1. Short-Term Focus
◦ Options Expiration Risk: Over $5 billion worth of Bitcoin and Ethereum options on Deribit will expire at 16:00 (UTC+8) on November 7, potentially increasing market volatility.
◦ Layer 2 Ecosystem: Leading projects like Optimism and Arbitrum have completed Fusaka upgrades, reducing cross-chain interaction costs by another 60%. Keep an eye on user growth in related DApps.
2. Long-Term Trends
◦ Technology-Driven Growth: After Ethereum deploys Verkle Trees by the end of 2025, theoretical TPS could increase from 30 to 1,200, facilitating large-scale Web3 applications.
◦ Regulation and Institutionalization: The SEC and CFTC are gradually clarifying their regulatory framework. Inflows into spot ETFs and expansion of the RWA market will reshape industry dynamics.
3. Risk Warnings
◦ Policy Uncertainty: The swing in crypto policies during the U.S. election year and the progress of EU’s MiCA regulations may impact market expectations.
◦ Liquidity Tightening: If Fed rate cuts fall short of expectations, it could trigger leveraged position liquidations and a sell-off in altcoins.
Currently, the market is in a phase of technical adjustment mixed with positive fundamentals. Investors should combine on-chain data (such as whale holdings and stablecoin supply) with macroeconomic signals to develop dynamic risk management strategies.
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