Crypto Market Pulse — November 4, 2025: Bitcoin Strength Amid Sector Divergence

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Crypto Market Pulse — November 4, 2025: Bitcoin Strength Amid Sector Divergence

Executive Summary

Market capitalization held at $3.53T as Bitcoin continued to dominate with 58.5% market share and a price of $103,761. Market internals were mixed: a handful of outsized winners (led by Decred) drove headlines while most sectors showed negative returns, with Privacy the notable exception.

Market Overview

Total crypto market cap: $3.53T.
Bitcoin dominance: 58.5%.
Bitcoin price: $103,761.
Ethereum price: N/A.

The market shows concentration around Bitcoin: dominance above 58% indicates capital is flowing toward BTC relative to altcoins. That concentration often coincides with risk-off positioning in the broader market or profit-taking in altcoin cycles, even while selective altcoins can post large single-day moves. The overall market snapshot today is one of consolidation around BTC with episodic altcoin volatility.

Top Performers

Top gainers (with reported price and intraday change):

  • Decred (DCR): +141.43% at $48.64
    • A ~140% surge is exceptional and typically indicates a strong news catalyst, low circulating liquidity, or a short squeeze. Traders should treat such moves as high conviction but high-risk events — follow-up volume and on-chain activity will determine sustainability.
  • Jelly-My-Jelly (JELLYJELLY): +100.66% at $0.187639
    • A 100% jump into sub-dollar tokens suggests speculative flows. Watch for concentrated exchange listings, social-driven momentum, or tokenomics updates that could be driving the rally.
  • Dash (DASH): +68.76% at $141.73
    • A significant recovery for an established payment-focused coin. This could be driven by renewed interest in privacy/payment narratives or technical trade activity. Confirming metrics would include exchange flows and on-chain transfers.
  • Internet Computer (ICP): +34.95% at $5.24
    • A mid-cap protocol move that may reflect sector rotation or protocol-specific announcements.
  • Horizen (ZEN): +31.22% at $22.37
    • Another double-digit gainer among more mature projects, indicating selective strength in certain protocol names.

Actionable insight: For traders, monitor post-rally liquidity and order-book depth on these names. If participating, consider scaled entries and tight risk management given the size of intraday moves.

Market Challenges

Top losers (with reported price and intraday change):

  • Kite (KITE): -43.75% at $0.06649
  • 币安人生 (BinanceLife): -29.95% at $0.120086
  • Keeta (KTA): -24.65% at $0.291456
  • SwissBorg (BORG): -17.84% at $0.321039
  • Fartcoin (FARTCOIN): -17.43% at $0.253267

Significant drops in small-cap and meme-like tokens are consistent with low-liquidity risk and headline-driven reversals. Large single-day declines on lower market-cap tokens often follow adverse announcements, unwind of speculative positions, or cascading liquidations. Investors in these assets should confirm fundamentals and liquidity before re-entering and be prepared for high volatility.

Sector Analysis

Performance by sector (tracked sample sizes noted):

  • Privacy: +12.91% (6 coins tracked) — the only sector with positive returns. Privacy assets outperformed the broader market, signaling rotation into niche narratives or isolated buy-side interest.
  • AI: -7.32% (9 coins)
  • DeFi: -5.82% (10 coins)
  • L1 (Layer 1): -6.70% (9 coins)
  • L2 (Layer 2): -4.13% (7 coins)
  • RWA (Real-World Assets): -6.80% (8 coins)
  • Gaming: -7.72% (7 coins)
  • Meme: -6.96% (5 coins)

Most sectors were negative, with declines generally in the mid-single-digit to high-single-digit range. The standout is Privacy, which bucked the trend and delivered double-digit gains. This divergence suggests selective thematic rotation rather than a broad-based altcoin rally. Traders should consider sector-relative strength when allocating exposure: privacy names appear to be attracting fresh capital or short-covering flows today.

Technical Analysis (Qualitative)

  • Momentum: Bitcoin’s price above six figures indicates strong macro momentum for BTC relative to many alts. Momentum across the altcoin market is mixed — a few names are exhibiting explosive short-term momentum, while the majority show cooling velocity.
  • Trend Strength: Bitcoin’s dominance at 58.5% implies a dominant trend toward BTC allocation. Sector trends are weak-to-moderate on average, with Privacy showing a short-term uptrend.
  • Risk Levels: Elevated. Large percentage moves in small-cap tokens increase systemic tail risk for leveraged or concentrated portfolios. Market structure favors selective, research-driven trades over broad exposure to low-cap altcoins.
  • Trade management: Favor scaled position sizing and defined stop-loss levels. For highly volatile jumpers, prefer profit-taking on strength or using trailing stop techniques rather than attempting to pick tops.

Note: No specific support/resistance dollar levels are provided beyond the BTC price above; therefore, price levels for reactive trading are N/A.

Market Outlook — What to Watch

  • Bitcoin flows and dominance: If Bitcoin dominance sustains or rises further, expect continued capital concentration into BTC and constrained altcoin performance.
  • Follow-through on winners: Watch volume and on-chain metrics for Decred, Dash, ICP, and JELLYJELLY to determine whether moves are durable. Lack of supporting volume or rapid profit-taking would increase likelihood of a sharp mean reversion.
  • Liquidity-sensitive tokens: Small-cap losers are vulnerable to additional downside if market sentiment cools. Monitor concentrated holdings and exchange order-book depth for early warning.
  • Sector rotation signals: Privacy’s outperformance should be monitored — if other risk-on sectors start to recover alongside privacy, the altcoin market could broaden its rally.
  • Macro and regulatory headlines: Large-cap positioning (BTC and major protocols) remains sensitive to macro liquidity, rate expectations, and regulatory developments.

Key Takeaways

  • Market cap held at $3.53T with Bitcoin dominance 58.5%; Bitcoin price reported at $103,761 while Ethereum price is N/A.
  • Decred led gainers with +141.43% (price $48.64); multiple smaller tokens saw 30–100% moves — high reward but high risk.
  • Majority of sectors were negative; Privacy was the lone outperformer at +12.91%.
  • Actionable guidance: prioritize liquidity, use scaled entries, and enforce strict risk management when trading high-volatility altcoins.

Disclaimer This analysis is for informational purposes only and does not constitute financial, investment, or trading advice. Cryptocurrency markets are highly volatile; conduct your own research and consult a licensed professional before making investment decisions. N/A for personalized financial figures not provided above.