Is It All Over? What The Markets Are Saying For 2026

Bankless

Tech News, Technology, News

4.7 • 1.2K Ratings

🗓️ 21 November 2025

⏱️ 66 minutes

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Summary

We analyze the crypto market's turbulence as Bitcoin falls below $90k, signaling potential bear market conditions. Also, it’s DevConnect! We discuss investor sentiment, and examine key updates like Vitalik Buterin's roadmap for Ethereum and Aave's new app. Tune in for essential market updates! ------ 📣 BLACK FRIDAY | BANKLESS PREMIUM https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🔵COINBASE | ETH & BTC BACKED LOANS https://bankless.cc/coinbase-borrow 🪙FRAXNET | MINT, REDEEM, & EARN https://bankless.cc/fraxnet 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR L2 NETWORK https://bankless.cc/Mantle 💤EIGHT SLEEP | IMPROVE YOUR SLEEP https://bankless.cc/eight-sleep 💠BIT DIGITAL ($BTBT) | ETH TREASURY https://bankless.cc/bit-digital ------ TIMESTAMPS 0:00 Intro 5:09 Markets https://www.reuters.com/world/china/global-markets-trading-day-graphic-2025-11-13/ https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html https://polymarket.com/event/fed-decision-in-december https://economictimes.indiatimes.com/tech/technology/peter-thiel-sells-entire-nvidia-stake-amid-ai-bubble-fears/articleshow/125379608.cms https://x.com/amitisinvesting/status/1991263435493974047?s=20 https://coinmarketcap.com/charts/fear-and-greed-index/ https://x.com/intocryptoverse/status/1989965484150628639?s=20 https://x.com/tomcrown/status/1990179433282683287?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/BitcoinArchive/status/1989337109878964499?s=20 https://cryptohayes.substack.com/p/snow-forecast https://thedefireport.io/research/btc-market-structure-is-broken#broken-momentum https://x.com/nic__carter/status/1989713072970178899?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 25:37 Devconnect https://x.com/RyanSAdams/status/1991172751302832498?s=20 https://x.com/adietrichs/status/1991203626358899081?s=20 https://x.com/kocikowski/status/1991202772289745101?s=20 https://x.com/wildbambii/status/1991144720605532336?s=20 https://x.com/richardchen39/status/1990941231937896513?s=20 https://x.com/TrustlessState/status/1990741519301570859?s=20 42:21 Aave App Launch https://x.com/aave/status/1990421343175672159?s=20 https://x.com/alpha_pls/status/1990453904899706971?s=20 https://x.com/0xMari0/status/1990829156712530307?s=20 46:04 Aztec's Decentralized L2 https://x.com/aztecnetwork/status/1991214517594759652?s=20 https://x.com/lisacuesta/status/1991233718271332597?s=20 48:50 Coinbase's New Features https://www.theblock.co/post/379516/coinbase-app-code-include-early-prediction-market-stock-trading-modules https://x.com/RyanSAdams/status/1990453391252935157 59:35 Bitcoin Purchases by Harvard https://www.theblock.co/post/378967/harvard-triples-down-on-bitcoin-bet-with-spot-etf-buys-from-worlds-largest-academic-endowment 1:01:21 El Salvador's Bold Bitcoin Moves https://www.theblock.co/post/378967/harvard-triples-down-on-bitcoin-bet-with-spot-etf-buys-from-worlds-largest-academic-endowment 1:02:26 BlackRock's Ethereum Trust https://x.com/EricBalchunas/status/1991257411483537813?s=20 1:03:24 Institutional Interest in ETH https://x.com/RyanSAdams/status/1990460127510695940?s=20 1:05:09 Closing ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Transcript

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0:00.0	Bankless Nation, it is the third week of November 2025.
0:07.9	It is time for the bankless weekly roll-up.
0:09.8	We've got extreme fear in the crypto markets.
0:13.4	Is it time to call this a bear market, David?
0:15.4	Ryan, what did you do while I was gone?
0:18.3	I am significantly more poor versus the last time I was here. Man, I was trying to hold down the fort, but it wasn't going well. But I thought you were supposed to do some damage to some of the evildoers in the mountains, you know. I did my part. You did. So where you bet? You're in Argentina right now, right? I'm in Bordersars.
0:38.2	Yes, that's right.
0:38.7	The last two weeks I was hiking around and climbing around the Patagonia.
0:42.6	I just got a little bit of a jumpstart of Argentina explorations ahead of DevConnect.
0:47.2	So still waiting on the final tally of number of people that actually came to Bermas.
0:52.7	I don't think we'll ever really get the true number,
0:54.3	but estimations are somewhere between like 7 and 11,000 people in Buenos Aires.
1:01.2	When you take an Uber around, it takes a while for you to get one.
1:05.2	And then when you get in an Uber, the Uber is blowing up, like the driver,
1:10.0	he's blowing up with next Uber requests.
1:12.7	And so you can just see like crypto people just like requesting Uber after Uber.
1:17.2	And that's how you kind of know that this city is saturated.
1:20.2	But vibes are pretty good.
1:21.4	It's been a great place to be.
1:23.4	People love Buenos Aires.
1:25.1	And the energy is pretty high here.
1:26.6	Are you in Argentinian yet?
	...

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