If Bitcoin breaks through $86,000, the mainstream CEX aggregate short liquidation intensity will reach 9.12 billion

November 26th: The yield on the UK's two-year government bond decreased by 7.1 basis points to its lowest level since August 2024, reaching 3.693%.
Traders are enhancing their wagers on the extent of a rate cut by the Bank of England, anticipating a cumulative 68 basis point cut by the end of 2026. (Jin10)

On November 26th, as reported by The Block, Timothy Misir, the director of BRN Research, stated that ETF inflows have offered the first significant buying support in the past few days, enabling Bitcoin to remain within the fragile accumulation range of $84,000 to $90,000. “Inflows have started to provide support, but they are not yet regarded as having a decisive impact,” Misir said. He pointed out that the on-chain pressure remains high, with approximately one-third of the Bitcoin supply still in a loss position. “Long-term holders and institutions are still selectively accumulating, while the recent selling pressure mainly comes from short-term holders.” In addition, Misir also mentioned that the macro signals remain complex—including the U.S. Producer Price Index (PPI) meeting expectations—keeping the Fed's policy path still uncertain. “Inflation data has not forced the Fed to accelerate rate cuts or maintain a hawkish stance. The market must price in the possibility of

On November 26th, Ki Young Ju, the founder and CEO of CryptoQuant, posted on social media, saying, "It seems that Strategy (MSTR) is oversold in relation to the amount of Bitcoin it holds and historical premium levels."

November 26th. According to an official announcement, Binance Wallet has initiated the BNB DeFi Carnival Wealth Management Event. The purpose of this event is to offer more yield opportunities to BNB on-chain token holders. During the event, by subscribing assets through Binance Wallet Wealth Management to Solv, Bouncebit, or Venus-related pools, participants can share a $1,000,000 equivalent Binance Wallet exclusive event reward. During the BNB DeFi Carnival event, Binance Wallet Wealth Management will launch activity pools in different phases and announce each phase's activities separately. Phase 1 Activity Period: From November 27, 2025, at 08:00 to January 11, 2026, at 07:59 (GMT+8). During this event, users who meet the activity requirements and subscribe to specified assets in the Binance Wallet Wealth Management activity pool will be eligible to receive rewards.

On November 26th, Sergey Nazarov, the co-founder of Chainlink, stated that DeFi has currently completed approximately 30% of the process of large-scale adoption. If regulations and legislation are clear, it could reach 100% (full adoption) within four years. He pointed out that the U.S. regulatory attitude may trigger a global chain reaction and predicted that by 2030, DeFi and traditional finance will have a comparable chart in terms of capital distribution. Currently, the TVL of DeFi lending protocols has grown by more than 72% in the past year, reaching $127 billion.