Crypto Daily: Week of 11/17/2025

💰Hello Crypto Fam! ☀️

Time for your crypto weekly briefing. The surface may look calmer, but structural shifts are lighting up underneath. Let’s get into what’s moving and what matters this week as the coins are volatile…

THE BIG STORY
Singapore Exchange (SGX) announced it will launch perpetual futures for Bitcoin and Ether starting November 24, targeted at institutional and accredited investors. Reuters
At the same time major tokens like ZRO, SOON and YZY are unlocking large amounts of previously locked supply this week, a potential volatility trigger. BeInCrypto
And markets are weak: Bitcoin fell to around $93,400 and Ether to $3,050, with liquidity drying up and sentiment turning. CoinDesk+1

Why It Matters
Derivatives expansion plus large token unlocks plus sharp price drops = a risky and pivotal moment. For you, it means infrastructure and regulation are stepping up, token speculation is under stress, and smart money is watching carefully.

MARKET PULSE

• Bitcoin and Ether dropped to multi-month lows, signalling deeper pressure. CoinDesk

• Riskier altcoins are being hit hardest; some are back to pandemic-era levels. Bloomberg

• Token unlocks this week could add supply pressure.

• Regulatory/market infrastructure developments (like SGX’s futures) show a maturation of crypto markets.

WHAT’S PUMPING

• The infrastructure story: futures, token unlocks, exchanges, derivatives, not only about coins any more.

• Regulation and institutional access matter more than hype.

• Speculation is getting punished; survival may favor entities building structure over riding waves.

ALPHA ALERTS

• Track token unlock schedules and how they impact price/supply dynamics.

• Monitor institutional derivatives and exchange news, futures expansion = leverage, risk = reward.

• Focus on infrastructure, regulation, custody rather than just coins with big price moves.

• Be cautious of low-liquidity altcoins, when macro turns, they often break harder.

MARKET PSYCHOLOGY
The excitement of 2021-24 is fading and we’re entering a phase where durability and legitimacy matter. The risk appetite is down, fear is creeping in (Fear & Greed Index in deep grey zone) and that tends to favor infrastructure, and sanity, over flash.

TOMORROW TODAY

• Watch exchanges and derivatives platforms for new products and institutional access.

• Follow token unlock schedules and supply chain dynamics.

• Stay alert to regulatory/hardware/data-center news, these underpin the next phase.

• Prepare for volatility, both risk and opportunity are higher this week.

MY TAKE
If you’re still chasing moonshot coins without structure behind them you might be in for a rough ride. The next wave of winners will likely have strong infrastructure, regulatory clarity and institutional participation.

Question for you: Are you building around the infrastructure and regulation advantage, or still hunting speculative trades? Share your approach!

Catch you next week, stay tactical, stay ahead 🚀

Clayton

Visit claytonstrategy.com for more if you need advisory help!