ARK (ARK) - Education/Governance AMA - 16 Nov 2025

Polygon's Money Rails event will take place at Devconnect in Buenos Aires on 18 November 2025. This is a meeting for builders, investors, and users to talk about crypto payments and new ways to move money. Big announcements or new partnerships at this event could help the price of POL and related tokens. However, if the event only has talks and no surprises, there might be little change. Price moves often depend on news, so people will watch closely for updates. source

Illuvium will release Staking V3 on 20 November 2025. This upgrade should bring faster transactions and a smoother user experience, thanks to working with Base. Bigger scale means more users and activity are possible, which can help increase demand for ILV. If the launch is successful and brings new players and stakers, the price could go up. But if there are technical issues or users do not see real benefits, it might not change much. Still, upgrades like this often bring more attention. source

The launch of the first XRP spot ETF on Nasdaq created major excitement, but instead of rising, XRP dropped around 8%, surprising investors who expected an instant rally. New data shows that while the inflows were impressive for day one, the amount was still too small to move a $138B market cap asset like XRP.

$245M Inflows Were Not Enough To Lift Price

The first ETF recorded approximately $245M in inflows and almost $60M in trading volume on launch day. While this set a record for a new XRP product, it represents under 1% of XRP’s total market value.

This means the inflows were not powerful enough to create demand pressure, so the price fell nearly 8% as traders took profit and hype cooled.

ETF Buying Did Not Hit Public Order Books

Many assumed that ETF inflows would instantly remove XRP from exchanges. However, current structure shows ETF inflows do not always equal direct spot buying, which means they do not instantly push price up.

Analysts estimate that for a meaningful price breakout, XRP may need 10x to 15x larger inflows, equal to $3B to $5B in a single day.

Liquidity Levels Show Why Price Did Not Move

Data from major exchanges shows approximately 2.4B XRP tokens are liquid and ready for trading, equal to about $5B in value.OTC desks reportedly hold an additional $5B to $12B in deep liquidity.

Large institutions buying at OTC desks typically pay a 5% to 15% premium to avoid pushing the price higher on spot markets. While this is positive for long-term supply reduction, it does not impact exchange price immediately.

What XRP Needs To Break Out

Technical analysis shows a bullish divergence forming on the RSI, which can mean a potential trend reversal. However, for a confirmed breakout, analysts are watching for daily closes above $2.68. To reach that level, strong new demand from multiple ETFs launching together may be required.

Experts believe that at least $1 to $3 billion in inflows in a single day could begin to push XRP upward by 40 to 50 cents, while $5 billion or more may produce a clear rally.

Renowned market analyst with X username KillaXBT has shared a compelling overview of the present Bitcoin market structure, highlighting key support and resistance zones while also postulating on the next market move.

Bitcoin Traders Should Brace For Deep Liquidity Sweep – Analyst

The Bitcoin market movement in Q4 2025 has gone against most previous popular predictions of a bull rally. While Bitcoin impressively reached a new all-time high of $126,000 in early October, the maiden cryptocurrency has recorded significant corrections since then, losing 24.31% of its market value.

In an X post on November 15, KillaXBT provides an insightful technical analysis of the present market structure in an attempt to predict the next price move. Notably, this analysis hinges on high-timeframe (HTF) point of interests (POI), which KillaXBT describes as an indicator of constant market moves.

In the last day, Bitcoin has maintained a stable range between $95,000-$96,000. KillaXBT expects the market to sweep liquidity at the $94,100 price level in the new week. However, there is also much potential for a market retest at the yearly open of $93,500, and a strong support zone between $89,000 – $91,000.

In particular, the market analyst highlights the $89,000-$91,000 range as the ideal zone for setting long entries. However, they advise against using a large 10x leverage due to the wider 4–5% range, noting that lower leverage, such as 3-4x, provides enough room to scale in safely without risking forced liquidation when using limit orders and stop losses. 

While KillaXBT states there is a significant chance of retesting this support zone, a complete invalidation of this any bullish rebound would occur if prices slip to around $85,000.

$100,000 Emerges As Key Upside Target, But This Crucial Resistance Remains

According to KillXBT, the deep liquidity sweep around $89,000-$91,000 should be followed by an upswing to $100,000 price region. However, Bitcoin faces an important resistance at the $98,300 price zone. KillaXBT explains that breaking past this barrier is crucial to reclaiming $100,000, and any price rejection would result in dominantly lower market prices for the time being.

At the time of writing, Bitcoin is valued at $95,752, up 0.48% over the past day. Meanwhile, daily trading volume has crashed by 67.66% suggesting selling pressure recorded in recent days may be reaching a halt. With a market cap of $1.9 trillion, Bitcoin remains the largest cryptocurrency, representing 58.8% of the total crypto market cap.

A recent comment from crypto analyst CryptoTank has brought attention to a long-standing misconception about the size of the XRP community. His post focused on the widely quoted figure of seven million XRP wallets and explained why this number does not represent the number of real holders. 

The clarification arrives at a time when XRP is now positioned to start to receive institutional inflows from the recently launched Canary Spot XRP ETF.

Why Wallet Count Does Not Equal Holder Count

CryptoTank noted that nearly 7 million wallets holding XRP does not translate to millions of people owning the asset. He pointed out that he personally maintains roughly 30 wallets, and most committed XRP investors tend to operate between four and six on average. This means a single individual can appear multiple times in on-chain statistics, making the total wallet count an unreliable indicator of how many real participants exist.

The view is simple: the actual number of distinct XRP holders is far lower than many assume, and he believes the true figure sits comfortably below 1 million worldwide. This paints a picture of a community that is still at an early stage compared to other major digital assets. If only a fraction of those seven million addresses belong to unique individuals, then the people who hold XRP today represent a much smaller, far earlier group than estimates imply.

CryptoTank described this group as being “way ahead” of the world, meaning that current holders occupy a position that could become far more valuable once broader participation finally arrives. 

A small holder base means that any meaningful expansion in demand, whether retail or institutional, could have an outsized effect on price because the XRP price has not yet experienced the type of mass inflow seen in previous cycles for Bitcoin and Ethereum.

Institutional Expansion With Spot XRP ETF

This discussion arrives at a significant moment for XRP, particularly with the introduction of the newly launched Spot XRP ETF in the United States. The product widens XRP’s reach beyond its early holder group, allowing institutions and retail traders in regulated markets to also invest in the cryptocurrency.

If the true population of XRP holders is small, the arrival of ETF demand could become a major turning point. As inflows grow, this new access point may mark the beginning of a shift from an early-holder community to a broader institutional and retail audience.

Speaking of inflows, Canary’s Spot XRP ETF started its first full trading day with $243.05 million in inflows on November 14, according to data from SoSoValue. 

This wasn’t reflected in the price of XRP though, as the cryptocurrency is down alongside the rest of the market. At the time of writing, XRP is trading at $2.26, down by 1.4% in the past 24 hours.

Featured image from Unsplash, chart from TradingView

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In a Friday X post, Saylor said that there was no truth to a report claiming that Strategy reduced its overall Bitcoin holdings by about 47,000 BTC, or $4.6 billion at the time of publication. Saylor said the company was continuing to buy Bitcoin as the price dropped by more than 4% in less than 24 hours, from more than $100,000 to less than $95,000.

I think the volatility comes with the territory, said Saylor in a Friday CNBC interview. If youre going to be a Bitcoin investor, you need a four-year time horizon and you need to be prepared to handle the volatility in this market.

Uniswap revives ICO-style token launches with new onchain auction system

Decentralized finance heavyweight Uniswap introduced Continuous Clearing Auctions (CCA), a new protocol aiming to facilitate token offerings through its infrastructure.

According to a Thursday announcement, Uniswaps CCA helps teams bootstrap liquidity on Uniswap v4 and find the market price for new and low-liquidity tokens. The company said this was just the first of several tools it is building to help projects launch and deepen token liquidity on the platform.

The announcement coincided with preparations for the first CCA-enabled sale. Privacy-focused Aztec Network opened its community-only AZTEC token sale on Thursday, with a public phase scheduled for Dec. 2.

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Cathie Woods ARK bags $46M of Circle stock as price dips below $90

Cathie Woods investment company ARK Invest is back to buying shares of USDC issuer Circle as the stock sinks below $90.

ARK bought a total of 542,269 Circle (CRCL) shares over the past two trading days, investing around $46 million, according to the firms daily trading disclosures seen by Cointelegraph.

The two acquisitions a $30.4 million purchase on Wednesday and a $15.5 million buy on Thursday came amid a decline in CRCL shares, which closed at $86 and $82.30, respectively.

The fresh purchases mark ARKs first CRCL transactions since the firm offloaded about 1.7 million Circle shares across four sales in June at an average closing price of $200, generating $352 million.