Transcription
And hello everyone and welcome to Vision Crypto on this November 11, 2025, with a rather mixed map, but we still had some good values. Look, there was an announcement on Uni and therefore +37%, Aero +9%, Fê 12%, but of course, we have some values that are in correction. We have File -10%, d'h -11%, but d'hit truly exploded. So it's normal that there's a correction, XMR -11%. Generally speaking, we are on a mixed map. At the moment I am recording this video, we are being rejected. You see this large trade here again, right. I told you here, it served as support for a long, long time. So, really, it was an important support. Now, we are on a resistance and we see it, look here, we are rejected once, twice, 3, 4, 5, 6, and here again 7, 8, 9. So we keep hitting it. So it really, really played its role as resistance and so we are still being thrown off. Yesterday, we had a small dump here after the last rejection here, but you see that we haven't gone to look for the CME gap yet. Look here, I'm on the Chicago Mercantile Exchange and you see we were rejected, but we haven't filled the CME gap. So it's still filled about 50% but it's not entirely filled. Perhaps now, with the rejection we are currently experiencing, we will finally fill it entirely. If I switch to daily, look, it's rather interesting. We could indeed, so right now we are being violently rejected, we could indeed go look for the CME gap by going lower here, by filling the imbalance that is here and by entering the order block because here we have an OB, an order block, it's called hop, and here, a daily order block. So here I'm putting it for you, OB daily. So we could really come back here, fill the imbalance zone we have here, come into this OB, and then potentially leave again. This, of course, is in the scenario where everything goes well, meaning where we will just go back to look for the order block, fill the FVG, and then regain strength to leave again. You also know that we have the possibility to go look for the liquidity that is below 98,000 since we have accumulated quite a bit of liquidity. If you want to see it, look. Hop, just go to the liquidation map. And we already saw it yesterday, right. So, we even captured a little more liquidity, you see, to the north. But now, we also have liquidity to the south to recover. Will we go recover it? Because truly, we have an interest in going to look really to the north, much higher. If I switch hop here, to one month for example, we will see that we have liquidity to the north to recover and that we could, well, leave this liquidity to the south. Look at the liquidity to the south, it represents almost nothing compared to the liquidity we have to the north. Here, we have a liquidity pocket to recover at the level of 112,000. We have a large liquidity pocket to recover here at the level of 117,000-118,000. And then even higher, above the old ATH, we still have a lot of liquidity to recover. So again, to be seen. This doesn't prevent the fact that yes, we could go look for 97,000-98,000 before potentially leaving again and putting everyone in trouble because if we go here, we will still give the market a big scare and we will truly put everyone in trouble. Well, firstly, here, we can come back as I said, first into this order block, and we will see what the market will do to us. In terms of liquidations, we had 323 million liquidated, and it's rather balanced, right, 188 million long and 135 million short, still more long than short, but it remains rather balanced. We don't have a significant difference. Alright, a quick look at the ETFs, and we had almost nothing at all. Look, yesterday we had just 1.2 million that were bought by Bitwise on the BTC ETF, and on Ethereum, I think we had zero. There, we had absolutely nothing. Well, at least we didn't have any outflows, but we didn't have any inflows either. We'll see tomorrow if the trend has reversed and if we've truly had good inflows on our two ETFs. Yet, in terms of news, it's rather very positive. Firstly, we'll start with Square, which now allows Bitcoin to be accepted as a means of payment by over 4 million merchants. Of course, this is in the United States, not in Europe. But already, you know, I find it very bullish from the moment there is real-world use of BTC or cryptocurrencies in general in the real world, and here, it's clearly the case for 4 million merchants. So, very, very positive. This doesn't mean everyone will accept BTC, that there will be a lot of BTC payments, but in any case, opening the possibility to pay in BTC is always an excellent, excellent piece of news. We continue with good news. Well, this is simply MicroStrategy, which has bought an additional 487 BTC. So, they continue to buy. Yesterday, I hadn't seen it, they had referred to their purchase tracker. So, of course, they continued to buy, but among the very good news, there are the American senators who have reached an agreement to end the shutdown. So, we haven't seen an explosion on BTC, meaning we haven't seen the price skyrocket. As I told you, I said be careful, we could have a sell the news, which is rather what is happening here. Look, it's anyway, if we look at BTC here, I'm in daily, if we look at BTC, we are rather doing a sell the news here. And so, consequently, we will see precisely where we will stop, if we will descend very sharply or not. So, however, it remains an excellent, excellent piece of news, of course, it was extremely anticipated, so very good news. We continue with accumulations as well, Bitmain, which now holds 2.9% of the total supply, and last week they bought another 28,288 BTC, which is absolutely enormous. So, they continue to accumulate, accumulate, accumulate. They believe enormously in Ethereum, and moreover, they stake it anyway. So, they have revenue from staking Ethereum. We continue with good news. Look, whale holdings have doubled between October 24th and November 7th, with over 36,000 BTC accumulated during recent dips. And why is this bullish? Look, already, we see it here, it has truly doubled. So, this is what is in orange here. Well, we don't see it very, very well. So, it's good because they indicated it here. But look here, it has doubled, it has exploded. And look here, it continues to explode, in fact. So, we see it very clearly here. And if whales are accumulating and if they have accumulated enormously, it's so as not to be at a loss in a week or two. So, what does this announce? Well, it announces possibly a new bullish leg. Moreover, the fact that for the moment the 100,000 zone is holding well is extremely bullish, as we know. And so, to see this similarity where whales have accumulated precisely in this zone. Well, I find it all the more bullish since it means what do whales expect? Well, they expect a rise, right. If they have re-accumulated, if they have doubled their number of BTC, it's because they think the price will go higher. So, there you go, once again, excellent news. Well, I think it's excellent news because it reassures me by telling me that well, the price of BTC will go up again. Also, big news, very big news, the US Senate Committee on Agriculture has published a bipartisan draft cryptocurrency market structure aimed at regulating digital commodities under the auspices of the CFTC. So, you know, there are two bodies, there is both the SEC and the CFTC. And here, it would be under the CFTC. And so, yes, it's very big news because the bill would aim to clarify regulation for institutions. It would protect user self-sovereignty, and especially, if there is this clear framework, well, you know, this is what institutional investors are waiting for to be able to invest. I remind you, we had already seen it, 65% to 70% of institutions are not exposed to cryptocurrencies, and particularly to Bitcoin. Simply why? Because they are waiting to have an extremely clear framework. Well, this opens up this regulatory framework, and this clarification could allow these 65-70% of institutional investors who are not exposed to actually get exposed to the market. And so, well, I'll let you imagine the liquidity that could be drained. So, extremely, extremely positive again. Well, you've understood, team, we have excellent, excellent news. Well, as usual, BTC is doing a sell the news. So BTC will fall, right. But that's not why we shouldn't take this good news into account. Again, it's sell the news. So, when you have good news, okay, the market falls to trap as many people as possible. Moreover, there are all those who don't understand the market who say, "No, but I don't understand. There's excellent news, and yet the market isn't going up." So they abandon the market or they get wiped out in trading. So, again, I repeat, we have excellent news. This allows me to remain totally bullish for this month of November and December. I keep in mind the fact that we could go look for 97,000-98,000 to look for liquidity to put as many people in trouble as possible one last time before leaving again. What will be very important is to finish the week above 100,000. If we go down to look for these targets. In short, for the moment, we are not there. We have good news. We have a BTC that, yes, is correcting, but that could stop and really go look for the CME gap and the order block here. We'll see tomorrow in the daily report where our friend BTC has stopped. We'll also see tomorrow if we've had other positive news like this. For all those who are not yet subscribed, don't hesitate to click on the subscribe button. And me, team, I'll leave you here. I'll tell you see you tomorrow in the daily report, and above all, above all, stay curious. Ciao!