Monthly · November 2025Cautious

Bitcoin & Crypto Monthly Digest – 2025-11

JL Capital Research1 min read

  1. 01Security vulnerabilities in DeFi protocols dominated discussions.
  2. 02Liquidity challenges in stablecoins raised market concerns.
  3. 03Privacy-focused protocols gained traction amid security debates.
  4. 04Governance as a service emerged as a new narrative.
  5. 05Innovative financial structures in DeFi caught late-month attention.
  6. 06Speculation vs. utility narratives faded as focus shifted to security.
  7. 07Oracle vulnerabilities impacting market stability lost traction.
  8. 08Bearish sentiment rotated to cautious amid regulatory developments.
  9. 09ETH, USDC, and SOL remained key coins under scrutiny.
  10. 10ADA faced critique over its technical foundation.
  11. 11AAVE's new app launch highlighted DeFi innovation.
  12. 12Rehypothecation in DeFi lending sparked discussions on prime broker roles.

Key Narratives

DeFi security concernsLiquidity challenges in stablecoinsPrivacy-focused protocols gaining tractionGovernance as a serviceInnovative financial structures in DeFiHigh-yield DeFi strategiesSpeculation vs. utility in protocolsOracle vulnerabilities impacting market stability

Coins in Focus

ETHUSDCSOLADAAAVE

Sources

  1. 1Flipside Crypto Chat Data · flipsidecrypto.xyz
  2. 2Discussion on Data Scraping · x.com
  3. 3Token Lists for Easy Access · tokenlists.org
  4. 4Base Ecosystem Tokens · coingecko.com
  5. 5Interesting Market Insights · x.com
  6. 6Q3 Market Update · x.com
  7. 7TVL Transparency Drama · x.com
  8. 8Stablecoins Need Privacy Infrastructure · joshwagenbach.com
  9. 9Richard's latest insights on crypto trends · x.com
  10. 10Understanding the Rule of 72 in finance · en.wikipedia.org
  11. 11Balancer exploit update · x.com
  12. 12Further insights on Balancer hack · x.com
  13. 13Gnosis response to Balancer situation · x.com
  14. 14Initial report on Balancer exploit · x.com
  15. 15Gauntlet pauses Ethereum USDC, USDS, USDT Comets · x.com
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