November 29th, according to DL News, institutional investments in 2025 have poured nearly $25 billion into cryptocurrency companies, a scale exceeding 150% compared to last year, far beyond market expectations.This year, the top institutions involved in transactions include tech-focused Paradigm and Sequoia Capital, as well as Wall Street giants BlackRock, JPMorgan Chase, and Goldman Sachs. According to DefiLlama data, the most popular tracks are: centralized exchange platforms (raising $4.4 billion), prediction markets (raising $3.2 billion), and DeFi platforms (raising $2.9 billion).Jordan Knecht, Director of Institutional Strategy at blockchain service company GlobalStake, pointed out, "Projects currently attracting capital need to meet regulatory transparency, operational resilience, and be able to connect with traditional financial institutions and their standards. In a volatile market, investors prefer businesses that prioritize compliance, laying a long-term foundation for the asset class."Charles Chong, VP of Strategy at crypto-native consulting firm BlockSpaceForce, stated, "The cryptocurrency startup landscape is changing, with funds flowing to mature players whose revenue and unit economics models can support their valuations. This is not a signal of market weakness, but a reflection of market standardization and maturation, with fundraising becoming more rational, more focused on fundamentals, and less driven by reflexive speculation."Georgii Verbitskii, Founder of crypto investment firm TYMIO, believes, "The crypto market is following the same pattern as other technology cycles—across all major technology cycles, capital always flows first into foundational infrastructure before moving to consumer-facing applications."

November 29, according to on-chain data, the Hyperliquid team wallet 0x43…a251 transferred 2.6 million HYPE tokens (approximately $90.18 million) from the staking state to the spot state at 12:32 today. The wallet still holds 240 million staked HYPE tokens (approximately $836 million).

November 29th, according to Farside Investors monitoring, yesterday's net inflow into the US Ethereum spot ETF was $76.6 million, including:BlackRock ETHA: +$68.3 millionGrayscale ETHE: +$8.3 million

November 29th, according to Farside Investors monitoring, yesterday's net inflow of $71.40 million into US Bitcoin spot ETF, including:BlackRock IBIT: -$113.70 millionFidelity FBTC: +$77.50 millionARK ARKB: +$88.00 millionGrayscale GBTC: +$10.70 millionGrayscale Bitcoin Mini BTC: +$8.90 million

November 29th, according to Onchain Lens monitoring, the Ethena Labs address withdrew 25 million ENA worth $7.05 million from Bybit again 6 hours ago. The wallet currently holds 3.5515 billion ENA, worth $100.13 million.

November 29th, according to HTX market data, BANANA surged above $11.8 in the early morning and is now trading at $10.38, up 18.6% in the past 24 hours. The price has increased by about 60% since the low point on November 21st.

November 29th, according to a report by Cointelegraph, Bitwise cryptocurrency researcher André Dragosch stated that Bitcoin is currently facing a macro environment similar to that during the COVID-19 pandemic. Based on the scale of previous monetary stimulus, global growth expectations will accelerate from this point, indicating that the growth momentum will continue until 2026. Bitcoin's current price appears to be at odds with the future macroeconomic outlook, so Bitcoin may still have significant upside potential.

November 29th, according to LookIntoChain monitoring, the whale bc1ql5 sold 500 bitcoins (worth $45.37 million) 9 hours ago in a stop-loss sell-off, incurring a loss of over $10.5 million.It is reported that the whale had bought the dip on October 14th, extracting 500 bitcoins from Binance (valued at $55.95 million at the time). The price of bitcoin then reached $111,899 at one point, but subsequently began a continuous decline.

November 29th, according to Farside Investors monitoring, the US SOL Spot ETF had a net inflow of $5.3 million yesterday, including:Fidelity FSOL net inflow of $2.4 million21Shares TSOL net outflow of $1.4 millionGrayscale GSOL net inflow of $4.3 million

November 29, according to Onchain Lens monitoring, Circle minted 1 billion USDC on the Solana network in the past 24 hours. Since October 11, Circle has minted a total of 12.25 billion USDC on the Solana network.