Top 7 Crypto | Analytics & Alpha

Only 11 Blockchains Made Over $100K in Fees This Week Despite thousands of active networks, only 11 blockchains generated more than $100K in fees over the last 7 days, highlighting how concentrated real economic activity remains in the market. While chains like Solana, BNB Chain, Base, Arbitrum, Polygon, and Monad show strong user demand and revenue growth, most networks continue to struggle with low usage and fee generation. Follow us to be on top of crypto: TG | Chat | X

Balancer plans to distribute $8M in recovered funds from $128M exploit According to proposal, the $8M in funds up for distribution was recovered through a combination of external white hat interventions and internal rescue operations. Roughly $28M was salvaged in total, but $19.7M in osETH and osGNO is being managed by liquid staking protocol StakeWise. In early November, attackers exploited a vulnerability in Balancer V2 Composable Stable Pools, draining roughly $128.6M. 🔗theblock.co/post/380751/balancer-recovered-funds-distribution Follow us to be on top of crypto: TG | Chat | X

Arthur Hayes' New Essay – Adapt or Die Arthur Hayes has said that crypto-style perpetual futures will “kill” traditional stock exchanges, arguing that equity price discovery will move to 24/7 perp markets on crypto platforms. His forecast is coming on the back of U.S. and Asian exchanges like CBOE and SGX getting ready to roll out their own perpetual products by the end of 2025. Key Highlights: • Hayes says exchanges like CBOE and SGX must adopt perps by the end of 2025 or risk losing liquidity and relevance to faster-moving crypto and DeFi platforms; • He predicts that equity perps will be “the hottest product of 2026”, with both centralized and decentralized platforms racing to launch them; • Hayes points to a regulatory shift in the U.S. under President Trump that has opened the door to new crypto derivatives and encouraged global regulators to follow suit; • His core argument: the biggest derivatives on S&P 500 and Nasdaq 100 will soon be crypto-traded perps, not traditional futures on CME; • He criticizes traditional exchanges for underfunded clearinghouses, strict leverage rules, and limited trading hours that lag behind crypto’s 24/7 model; • Recently, Hayes sold large positions in ETH, UNI, AAVE, etc., despite previously saying he wouldn’t sell ETH. His notable exception is ZEC, which he praised after it outperformed with triple-digit monthly gains. 🔗cryptohayes.substack.com/p/adapt-or-die Follow us to be on top of crypto: TG | Chat | X

Crypto Discounts This Black Friday Over the past 30 days, crypto markets have been steadily pulling back, pushing many top assets into Black-Friday-level discounts. $BTC, $ETH, $XRP, $BNB, $SOL, $DOGE, $BNB, $ADA, $HYPE, $LINK, $XLM, $LTC and $AVAX have dropped 17-35% from their monthly highs. Follow us to be on top of crypto: TG | Chat | X

APRO announces Binance Listing Campaign with 15M AT Prize Pool Binance Spot launches three promotions with a 15M $AT prize pool (token vouchers). Campaign is now live and will end on December 12, at 11:00 UTC. ℹ️ APRO is a decentralized oracle network tailored for the Bitcoin ecosystem, providing reliable, fast, and cost-effective data solutions. 🔗binance.com/en/support/announcement/detail/aa4ed202cc2c44d4813b8966ae93fb83 Follow us to be on top of crypto: TG | Chat | X

Tria [TRIA] introduces Shopping Season From November 19 to December 15, one Tria purchase will be fully reimbursed every day. Just pay with Tria, share your purchase or receipt on X, each day, one random participant wins and gets a full refund. ℹ️ Tria is a self-custodial neobank and an interoperable payments infrastructure for developers and AI. It raised $12M in a pre-seed funding round backed by Sandeep Nailwal, P2 Ventures, Aptos and others. 🔗x.com/useTria/status/1991159713812357412 Follow us to be on top of crypto: TG | Chat | X

Monad & Arthur Hayes: From Love to Hate Monad continues to attract market attention post-TGE, holding a 1.65× ROI after reaching a 1.97× ATH despite ongoing volatility and pressure from traders and influencers. The spotlight intensified after Arthur Hayes shifted his stance within just two days — first calling for “$MON to $10” on November 25, then abruptly flipping to “I’m out $MON. Send this dogshit to ZERO!” on November 27. Follow us to be on top of crypto: TG | Chat | X

EdgeX introduces EDGE tokenomics with 25% allocated to Airdrop $EDGE total supply is 1B, with 250M allocated to community airdrop distribution. Tokens allocated to the airdrop will be fully unlocked at genesis. ✨ Trade and earn points ahead of upcoming airdrops using our invite link — EdgeX ℹ️ EdgeX is an orderbook-based perpetual DEX incubated by Amber Group with $431M TVL and $179B in 30D Volume 🔗edgex-1.gitbook.io/edgeX-documentation/community/edge Follow us to be on top of crypto: TG | Chat | X

Top Crypto Insights: Market Breakdown November 27, 2025 The market shows signs of recovery as total crypto capitalization climbs back to $3.12T (+4.35%), supported by rising trading activity $148B Market Insight: • BTC, ETH, SOL, BNB, TRX, XRP, DOGE all show moderate 24h gains, signaling a short-term shift away from last week’s oversold conditions. • The Fear & Greed Index remains at 18 (Extreme Fear) - sentiment is fragile despite price stabilization. • Bitcoin dominance sits at 58.6%, while the Altcoin Season Index at 22/100 confirms a market still heavily BTC-driven. • Total liquidations reached $314.6M, with 23.3% from longs ($73.2M) and 76.7% from shorts ($241.4M) - a more balanced liquidation profile compared to earlier long wipeouts. On November 20, a wave of renewed FUD hit the market after JPMorgan resurfaced an old MSCI document, sparking fears of a potential “delisting” related to Strategy $MSTR. Follow us to be on top of crypto: TG | Chat | X

Infinex [INX] will launch Token Sale on Sonar Sale offers 5% of the token supply at a $300M FDV, targeting a $15M raise, with allocations for Patron NFT holders and a lottery for non-Patrons. ℹ️ Infinex is a decentralized perpetuals exchange created by Kain Warwick (founder of Synthetix). Previously, it raised $65.29M via Patron NFTs sale backed by Wintermute, Framework Ventures, Moonrock Capital, Bodhi Ventures, and others. 🔗theblock.co/post/380545/kain-warwicks-infinex-builds-on-67-7m-patron-nft-round-with-sonar-sale-ahead-of-inxs-2026-tge Follow us to be on top of crypto: TG | Chat | X

Upbit is hacked - around $37M in assets stolen Upbit has moved all assets to a safe cold wallet to prevent further attacks, and has successfully frozen $8.18M worth of LAYER tokens. Upbit said it will work with projects and authorities to freeze the remainder of stolen assets. Upbit identified 540B Korean won worth of abnormal withdrawal of various cryptocurrencies on the Solana network from the platform. 🔗theblock.co/post/380664/upbit-suffers-37-million-hack Follow us to be on top of crypto: TG | Chat | X

Top 7 Upcoming Token Launches in Q4 2025 Q4 2025 is shaping up to be an active launch period, with several notable projects preparing to release their tokens before year-end. Zama, MegaETH, Sentient, Stable, Reya, Almanak, and Base stand out as the most closely watched, each targeting a different segment of the market. $MEGA $SENT $STABLE $REYA #ALMANAK Follow us to be on top of crypto:TG | Chat | X