Bitcoin News Today:

The cryptocurrency market is gripped by "extreme fear," with the Crypto Fear & Greed Index hitting 15-a seven-month low-indicating a potential inflection point for a rally in November, according to analytics firm Santiment. The index, which measures market sentiment on a 0–100 scale, reached its lowest level since February 2025, suggesting retail traders are offloading assets amid macroeconomic uncertainty and regulatory shifts. However, Santiment argues this capitulation could create buying opportunities for patient investors as long-term holders step in.

Social media sentiment for major cryptocurrencies reflects this duality. Bitcoin (BTC) and Ether (ETH) show evenly split or slightly bullish comments, while XRP faces one of its most bearish periods, with less than half of social media mentions being positive. This divergence highlights a market where short-term speculation is waning, but foundational demand persists. Joe Consorti, head of Bitcoin growth at Horizon, compared current sentiment to 2022 levels when Bitcoin traded near $18,000, citing Glassnode data. Meanwhile, Samson Mow of Jan3 noted that only recent buyers are selling, depleting near-term selling pressure.

Macroeconomic factors, including the looming end of the U.S. government shutdown and shifting capital toward policy-linked assets, are also influencing the market. The shutdown's resolution has temporarily boosted risk appetite, with Bitcoin rebounding above $102,000 after hitting weekly lows near $100,800. Institutional demand is resurging, with Bitcoin ETF inflows surging to $523 million on Tuesday-the largest since October 7. In contrast, Ethereum ETFs continue to see outflows, recording $107 million in net outflows on Tuesday.

Santiment's analysis underscores a pattern where extreme fear often precedes recovery. "When the crowd turns negative on assets, especially the top market caps in crypto, it is a signal that we are reaching the point of capitulation," the firm stated. Once retail sellers exit, "key stakeholders scoop up the dropped coins and pump prices," it added. Historical data from on-chain analytics providers like Glassnode and Santiment show that extreme fear correlates with undervaluation, creating entry points for resilient investors.

For XRP, the bearish sentiment is acute. Less than half of social media comments are bullish, marking a "fearful moment" for the token. However, Ethereum's price action reveals accumulation by whales, with one entity purchasing $1.38 billion in ETH over 10 days while leveraging Aave to amplify its position. Such behavior suggests confidence in Ethereum's long-term value despite near-term volatility.

Regulatory developments further bolster optimism. Bernstein analysts highlighted the U.S. crypto framework-cemented by the GENIUS Act and pending CLARITY Act-as a catalyst for institutional adoption and a sustainable market cycle. The CLARITY Act aims to clarify SEC and CFTC responsibilities, ending years of regulatory ambiguity. Meanwhile, Circle's Q3 earnings revealed rapid growth in its stablecoin payment network, with $3.4 billion in annualized transaction volumes-up 100x from five months prior.

Investors are advised to monitor on-chain metrics like exchange inflows and whale activity, which often signal accumulation phases. While the Fear & Greed Index remains at 15, its historical correlation with market bottoms suggests a potential rebound could materialize as macroeconomic pressures ease.

Sour crypto mood could fuel an 'unexpected rally' this month: Santiment https://cointelegraph.com/news/crypto-fear-sentiment-bitcoin-ethereum-xrp

Bitcoin Fearful Sentiment Could Herald Unexpected November Rally https://en.coinotag.com/bitcoin-fearful-sentiment-could-herald-unexpected-november-rally/

Bernstein Says U.S. Crypto Framework Positions Nation as Global Leader https://www.coindesk.com/policy/2025/11/12/bernstein-says-u-s-crypto-framework-positions-nation-as-global-leader

Crypto Fear & Greed Index Plunges to Alarming 7-Month Low of 15 https://bitcoinworld.co.in/crypto-fear-greed-index-low/

US shutdown end spurs recovery in crypto markets; Bitcoin, Ethereum rebound https://www.business-standard.com/markets/cryptocurrency/us-shutdown-end-spurs-recovery-in-crypto-markets-bitcoin-ethereum-rebound-125111300770_1.html

Crypto Today: Bitcoin, Ethereum, XRP poised for recovery as BTC ETF inflows return https://www.fxstreet.com/cryptocurrencies/news/crypto-today-bitcoin-ethereum-xrp-poised-for-recovery-as-btc-etf-inflows-return-202511121200

Ethereum Price Forecast: Whales accelerate buying pressure amid price weakness https://www.fxstreet.com/cryptocurrencies/news/ethereum-price-forecast-whales-accelerate-buying-pressure-amid-price-weakness-202511122152