@bojo69
Daily Narrative — Nov 18, 2025
• $BTC breaks below $90K for the first time since April — over $1B liquidated, fear index at 11.
• Arthur Hayes: this is liquidity, not fundamentals — BTC could dip to $80–85K.
• Tech risk off: Japan –3%, Korea –3.3%; Nvidia earnings Nov 20.
• “Death Cross” confirmed + first weekly close below 50-week MA since 2023 → bull trend in danger.
• $SOL ETF ($FSOL) launches Nov 19; Aave rolls out new protected-balance app.
• Space (Solana PM) hits 1,360% oversub.
• $MON (Monad) sale on Coinbase already topped $104M USDC.
• Market psychology: entering Denial — dip-buying everywhere. Monad sale = rare low-risk play (50–100% potential).
Full report: ⤵️
https://open.substack.com/pub/bojo/p/daily-narrative-nov-18th-2025?r=kgvay&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
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