Stepenomics

Full-time degen | On-chain explorer | Sharing alpha & mistakes so you don't get rekt 🚀

[Stepenomics @stepenomics_btc]

Welcome to Stepenomics

I track liquidity, on-chain flows, funding & unlocks → and turn them into market playbooks.

+ Follow me for:
- Weekly research threads on narratives & catalysts
- Clear Base / Bull / Bear scenarios with invalidations
- Watchlists: flows, unlocks, catalysts ahead
Goal: Fewer trades, sharper decisions.
NFA / DYOR.

[Stepenomics @stepenomics_btc]

@humidifi 😳😳

[Stepenomics @stepenomics_btc]

• $TON – Telegram Wallet integrates tokenized U.S. stock trading, expanding TON’s real-world asset use cases.

• $BERRA – Berachain accused of giving Brevan Howard Nova the right to refund its $25M Series B investment, allegedly hiding this privilege from other investors.

⚡️ETFs, DCA madness, tokenized stocks — crypto stays wild.

[Stepenomics @stepenomics_btc]

• $BTC – Reports say Michael Saylor’s Strategy raised $21B in 2025 to buy more Bitcoin — one of the largest accumulation pushes ever.

• $ETH – BitMine keeps DCA-ing, adding $190M ETH despite sitting on ~$4.1B in unrealized losses.
Total holdings now exceed 3.63M ETH, with an average cost near $4,000/ETH.

• $DOGE – Grayscale launches the first U.S. Spot Dogecoin ETF, pushing meme adoption to a new level.

[Stepenomics @stepenomics_btc]

• $ENA – Ethena transaction count hits a new all-time high, signaling rising on-chain activity.
• $AERO & $VELO – Aerodrome and Velodrome suffer a front-end attack — users warned to avoid official domains until further notice. ⚠️
• $MON – Monad mainnet officially goes live today, Nov 24 at 14:00 UTC — a major milestone for the high-performance L1.
• $ZEC – Zcash ($ZEC) jumps after OKX announces its relisting on the exchange.

[Stepenomics @stepenomics_btc]

BlackRock’s IBIT led the exodus, recording $2.47B in outflows — the largest single-month bleed among Bitcoin ETFs.

Institutional sentiment turning cautious after the recent rally.

[Stepenomics @stepenomics_btc]

BTC just dropped to $82K

The total liquidation in the last 24 hours has reached $1.9 billion, of which 94% came from Long hands.

[Stepenomics @stepenomics_btc]

• $HYPE – Hyperliquid launches HIP-3 Growth Mode, cutting market creation fees by 90% — anyone can now deploy a new market permissionlessly.
• $AAVE – Aave rolls out V4 testnet and open-sources the code for community audit.
• $ASTER – Aster introduces “Machi Mode”, rewarding traders when liquidated — fully embracing the degen spirit of crypto. 🫡

[Stepenomics @stepenomics_btc]

• $BTC – Latest flow data shows U.S. Bitcoin ETFs have recently sold more BTC than Mt. Gox’s total repayment, meaning current ETF outflows are exerting more sell pressure than Mt. Gox fears themselves.
• $ETH – BlackRock files to establish the BlackRock Staked Ethereum Trust, paving the way for a staking-style ETH ETF in the U.S.
• $MPL – The Cayman Court issues an emergency order at Core Foundation’s request, accusing Maple Finance of using confidential info to build a competing product and failing to repay BTC lenders in its Bitcoin Yield program.

[Stepenomics @stepenomics_btc]

• $ORDER – Orderly Network officially launches its ORDER token buyback program.
• $FIL – Filecoin unveils Filecoin Onchain Cloud (testnet) — an on-chain cloud infra integrating ENS, KYVE, Monad, and Safe, with mainnet planned for early 2026.
• $ONDO – Ondo Finance gains EU regulatory approval under MiCA, enabling tokenized stocks & ETFs for 500M+ investors across the EEA, with access to U.S. market assets on-chain.

[Virtuals Protocol @virtuals_io]

Privacy in agent transactions won’t be a niche feature.
It will be a core capability for the agent ecosystem.

[Stepenomics @stepenomics_btc]

Bitcoin has slipped below $90,900, with around $814 million liquidated in the last 24 hours.

Sentiment is turning sharply bearish as ETF outflows persist and support is now concentrated in the $88,000-$90,000 zone. If that breaks, we could see a further drop.

Stay alert. This could be the start of a deeper correction.

[Stepenomics @stepenomics_btc]

Big hint dropped! Coinbase just updated their bio to “December 17”, which strongly suggests a major announcement that day.

Even more interesting: this date comes exactly one month after MONAD’s sale on the Coinbase Launchpad — which has led many in the community to speculate that the next token to launch on Launchpad might be BASE.

Of course, this is speculation only — but the timing and signal are very suggestive. Stay tuned for December 17!

[Stepenomics @stepenomics_btc]

⚔️ Peter Schiff calls out Strategy’s model as a “scam.”

The long-time Bitcoin critic claims Strategy’s business relies on high-yield preferred shares they’ll never actually pay.

“Once fund managers realize this, they’ll dump those shares — and Strategy collapses when it can’t issue more debt.”

Schiff even invited Michael Saylor to debate him at Binance Blockchain Week Dubai (Dec). It’s not his first showdown — he once challenged CZ over “tokenized gold” vs Bitcoin, calling it nothing more than ‘trust-me-bro assets’.
#Bitcoin #Saylor #PeterSchiff #Binance #CryptoNews

[Stepenomics @stepenomics_btc]

GM frens! ☕️

[Stepenomics @stepenomics_btc]

🔥 Polymarket’s hottest bet right now:
💰 Where will Bitcoin close in Nov 2025?
The crowd’s split — and the odds tell the story 👇

55% bet BTC < $95K (biggest volume)

Only 7% say BTC > $120K → potential x15 if we pump 🧠

24h volume: ~$23M | Resolves: End of Nov

With volatility spiking post-Fed, traders are loading up on this market —
📊 Will Bitcoin break out or fade into the red zone again?
#Polymarket #Bitcoin #Crypto #PredictionMarkets

[Stepenomics @stepenomics_btc]

📉 US stocks & crypto tumble as Fed turns hawkish — is the AI bubble cracking?

Global risk assets just faced a brutal sell-off as macro, sentiment, and leverage all collided at once.

Fed signals tougher stance 🦅

Tech CDS spikes, AI valuations questioned

Crypto hit by another $750M leverage wipeout

Volatility is back — and fear’s catching up fast.

#Crypto #Bitcoin #AI #Macro #FOMC #Stocks

[Stepenomics @stepenomics_btc]

🔥 Polymarket’s hottest bet right now: U.S. Government Shutdown

The market “When will the shutdown end?” is going wild — odds for Nov 12–15 have surged to 96%, signaling traders are betting big on an early deal.

On X, degens are calling it the “easiest money in prediction markets” — flipping low odds into quick gains as the Senate edges closer to a bipartisan agreement.

Volume’s pumping, confidence rising — and the shutdown saga might finally be closing. 💥

#Polymarket #PredictionMarkets #Crypto #Politics #USShutdown

[Stepenomics @stepenomics_btc]

Crypto loses steam as markets rotate

Total market cap -3.2% → $3.55T
BTC ~$103K, ETH ~$3.4K, broad selloff turns the board red.
Over $500M liquidated, with 76% from longs.
Meanwhile, US equities diverge —
Dow Jones hits new highs, S&P 500 regains momentum,
while Nasdaq stalls as capital shifts from tech to value plays.
#Bitcoin #Crypto #Macro #Stocks #MarketUpdate

[Stepenomics @stepenomics_btc]

• $THODEX – The jailed CEO found deceased, closing the $2B crypto fraud case in Turkey.
• $LEDGER – Ledger reports hundreds of millions in 2025 revenue; eyes a New York listing or new funding round.
• $CORE – Core DAO to launch the Hermes upgrade on mainnet (Nov 25), reducing block time to 6s and supporting BLS12-381, CORE, and BTC staking.
#Crypto #Bitcoin #Ethereum #DeFi #Web3 #CryptoNews

[Stepenomics @stepenomics_btc]

CRYPTO MARKET RECAP – LAST 24H

• CFTC acting chair Caroline Pham confirms leveraged crypto spot trading could launch on US exchanges as early as next month.
• US Senate reaches deal to end the government shutdown.
• $ARK – Cathie Wood’s ARK Fund buys $2M in BitMine while selling $30M in Tesla shares.

[Stepenomics @stepenomics_btc]

• $ETH – Mastercard partners with MetaMask to enable Ethereum-based payments.
• $BTC – Japan begins Bitcoin mining through a state-backed fund, according to VanEck.
• $PYUSD – Pakistan is considering launching a rupee-backed stablecoin to expand financial access.