Crypto Daily: Risk-On Rally Lifts L2s and Altcoins — Starknet Rockets, DeAgentAI Slides (Nov 10, 2025)

Executive Summary

The crypto market rallied broadly on November 10, 2025, with total capitalization rising to $3.69 trillion and Bitcoin dominance at 57.5%. Layer-2 and AI-related tokens led the charge — Starknet (STRK) posted a standout gain of +53.08% while DeAgentAI (AIA) was the day’s largest decliner at -40.16%.

Market Overview

The aggregate crypto market sits at a sizable $3.69T, with Bitcoin commanding 57.5% dominance. Bitcoin is trading at $106,331 and Ethereum at $3,620.52. The combination of a strong Bitcoin showing and broad altcoin participation points to a risk-on session: major protocol categories and thematic sectors posted material gains, suggesting capital rotated into higher-beta assets after strength in the largest-cap coins.

Market breadth was positive — most tracked sectors closed in the green — but intraday volatility remains elevated, illustrated by multiple double-digit swings among individual tokens.

Top Performers

Starknet (STRK) led all assets with a gain of +53.08%, trading at $0.213774. As a Layer-2 protocol, STRK’s large move is consistent with the broader L2 sector strength today. Moves of this magnitude often reflect increased on-chain activity, listings, or short squeezes; traders should verify token-specific announcements and liquidity conditions before initiating positions.
COTI (COTI) jumped +43.18% to $0.04776098, signaling renewed interest in payments/settlement-focused projects.
Pirate Chain (ARRR) gained +36.60% to $0.760581, showing that privacy-oriented assets participated in the rally.
World Liberty Financial (WLFI) and Useless Coin (USELESS) were up +33.19% (at $0.15977) and +31.46% (at $0.214932), respectively, underscoring strong speculative flows into small-cap tokens.

Actionable insight: For traders attracted to high-momentum small caps, focus on execution quality (order size vs. available liquidity) and predefined exit rules. Verify whether big moves coincide with exchange listings, token unlocks, or concentrated whale activity.

Market Challenges

DeAgentAI (AIA) was the day’s laggard, plunging -40.16% to $3.99. Such steep declines can stem from profit-taking after a prior run, negative project-specific news, or sudden liquidity shifts. Investors holding significant exposure should confirm the cause and reassess fundamentals and on-chain metrics.
Merlin Chain (MERL) fell -14.29% to $0.357559, while River (RIVER), Dash (DASH), and AxyCoin (AXYC) were down more modestly (-6.94%, -4.15%, -4.09%, respectively). These moves highlight rotational risk: as capital rotated into L2s and AI, other assets experienced outflows.

Actionable insight: For risk managers, use this environment to revisit concentration risk and consider trimming positions in names that lag relative to sector peers unless a strong fundamental thesis supports holding.

Sector Analysis

Performance across tracked sectors was broadly positive:

Layer 2 (L2): +13.93% (7 coins tracked) — the strongest sector, aligning with STRK’s surge.
AI: +10.35% (9 coins) — strong thematic interest continued in AI-native tokens.
Layer 1 (L1): +9.18% (9 coins) and RWA (Real-World Assets): +9.19% (8 coins) — solid gains that show both infrastructure and tokenized real-world exposure benefited.
DeFi: +8.14% (10 coins) — healthy performance for protocol tokens.
Gaming: +6.03%, Privacy: +6.43%, Meme: +5.50% — broad participation across niche and speculative sectors.

Interpretation: The market exhibited a classic risk-on rotation, with capital favoring scalable infrastructure (L2) and high-conviction thematic assets (AI). This breadth reduces the risk that the rally is narrowly concentrated, but the presence of large single-asset moves indicates pockets of outsized volatility.

Technical Analysis (Qualitative)

Momentum: Broad sector gains and strong L2 performance point to positive short-term momentum across altcoins. Bitcoin’s share of market cap at 57.5% indicates it still exerts strong influence, but the relative strength in smaller sectors implies risk appetite is elevated.
Trend strength: The market shows an upbeat trend today, with multiple sectors posting mid-to-high single-digit to double-digit gains. However, the coexistence of large winners and losers signals uneven trending strength — leadership is concentrated in select themes.
Volatility and risk: Top gainer +53% and top loser -40% on the same day underscore elevated volatility. Traders should anticipate rapid reversals and wider intraday ranges.
Strategy considerations: Favor size discipline, staggered entries, and tight risk controls. Momentum traders can consider scaled-in positions on confirmed continuation with defined stop management; longer-term investors should differentiate between token-specific catalysts and broader macro drivers before increasing allocations.

Note: No explicit support/resistance price levels are provided here beyond the current spot prices for Bitcoin and Ethereum, so analysis focuses on momentum, trend, and risk profile rather than numeric pivots.

Market Outlook — What to Watch

L2 follow-through: If Layer-2 tokens continue to outperform, capital may sustain a multi-week rotation into scaling solutions. Monitor STRK-related liquidity and sentiment for clues on sustainability.
Bitcoin dominance: At 57.5%, any meaningful change in dominance will signal shifts between BTC-led rallies and altcoin rotations.
News flow and listings: Rapid moves in small caps often coincide with exchange listings, partnerships, or on-chain milestones; monitor announcements closely.
Volatility indicators: Expect elevated intraday volatility. Keep an eye on derivatives (funding rates, open interest) and concentration of liquidity around top-moving tokens.
Regulatory headlines: As always, regulatory developments can rapidly change risk sentiment; ensure position sizes reflect potential headline risks.

Key Takeaways

Market cap reached $3.69T with Bitcoin dominance at 57.5%, while BTC trades at $106,331 and ETH at $3,620.52 — environment favors risk-on allocation.
Starknet (STRK) was the standout gainer at +53.08% (trading at $0.213774); DeAgentAI (AIA) was the largest loser at -40.16% (trading at $3.99).
Layer-2s and AI tokens led sector performance (L2 +13.93%, AI +10.35%); breadth was positive but volatility is elevated.
Traders should prioritize execution quality, size discipline, and predefined risk management given high single-asset swings.

Disclaimer: This post is for informational purposes only and does not constitute financial, investment, or trading advice. Cryptocurrency markets are volatile and carry significant risk. Perform your own research and consult a licensed financial advisor before making investment decisions.