Weekly Crypto Recap and Friday Thoughts Bullish case: $BTC has seen over $5.3 billion in net inflows Post halving 4 year cycle still is in play for Q1 of 2026 Money supply is up, still a good hedge against the dollar $BTC holding above the 200 day EMA Fear and Greed near all time lows Bear case: Fear of historical drawdowns of 70% (although many argue ETFs and liquidity make that less likely) Decrease chance of December fed rate cuts, down to 53% Fear of 2026 recession causing some to derisk Lack of catalysts News: Crypto has seen over 1 trillion erased from the total crypto market. It was up 2 trillion since the April lows. Price broke $100k going as low as $96,000 XRP ETF went live November 13th 96 of the top 100 coins today are red today US Government is back open EU regulatory push to centralize crypto oversight Japan eases up on regulations such as allowing leveraged products for crypto