Crypto Market Pulse – November 1, 2025
📉 Big Picture
The crypto market is showing signs of strain as Bitcoin (BTC) recorded its first monthly loss in October since 2018—a significant departure from its past trend. Reuters+2CoinDesk+2
Specifically:
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Bitcoin slid below approx. $108,000, down around 7 % over just a few days. CoinDesk+1
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The total crypto-market cap fell ~3.0% to ~$3.78 trillion. Cryptonews+1
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The market sentiment has shifted, with safe-haven assets gaining favour over high-risk crypto. Yahoo Finance+1
🔍 Key Drivers
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Macroeconomic and Geopolitical Pressure
The market downturn is strongly tied to global risk-aversion. For instance, concerns about exports, tariffs and economic headwinds have made investors cautious. Reuters+1
Even though the Federal Reserve cut rates recently, the move didn’t spark the expected crypto rally, signalling a possible decoupling of crypto from classic “risk-on” assets. The Motley Fool+1 -
Regulatory & Competitive Dynamics
Coinbase Global (COIN) remains in a leading position in the U.S. crypto exchange space, but increased regulatory clarity is shifting competition and creating structural pressures. The Economic Times
Altcoins and meme-coins (e.g., Shiba Inu) are facing pressure too — charts are showing increasing weakness in these segments. tradingview.com+1 -
Investor Behaviour & Market Structure
Despite the earlier crypto-boom narrative, recent price action suggests fewer rushes by retail investors and more caution in capital flows. Liquidity metrics show contraction, and large liquidations have been recorded during sell-offs. CryptoRank+1
🧭 What This Means
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The break in Bitcoin’s “October streak” signals that the market might be entering a more cautious phase rather than the high-momentum acceleration seen previously.
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With macro and regulatory headwinds, the likelihood of a swift resurgence is lower unless a clear positive catalyst emerges.
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For newcomers or risk-sensitive participants, this could be a time to reassess risk management, rather than chase high returns.
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For longer-term believers in crypto, this period might serve as a reset window—opportunities may emerge if valuations adjust and structural foundations strengthen.
🗓 What to Watch Next
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Updates from the Fed and major central banks on interest rates and monetary policy.
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Any strong regulatory moves (e.g., stable-coin regulation, institutional access rules) could shift sentiment.
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Large institutional inflows or outflows — if major players revisit crypto allocations, the market may react.
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Key technical levels in Bitcoin and major alt-coins: if support breaks, further downside risk; if rebound forms, potential for recovery.
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