2025/11/27 Crypto World Daily: BTC 91K Rebound, Decentralized Finance Duel of the Titans, Fed Rate Cut Probability Soars to 84%!

🔥 Key Points: Is the coin price frenzy a sign of a full market recovery?

BTC rose 5% breaking 91K (currently 91,277 USD)
ETH rebounded 4% and stabilized at 3K
SOL/XRP/DOGE all soared over 6%
The overall market value increased by 3.7% to 3.2 trillion!

Whale reallocation + ETF inflow (despite a net outflow of 4.35B for four consecutive weeks), FOMO surge before Thanksgiving. JPMorgan calls: BTC to long-term surge to 240,000 USD, has the bull market bottom been set?

More highlights: Various AI and MEME coins are rising, and ecological construction is heating up, suggesting that altseason might restart?

🚀 Next Hot: Decentralized Finance King $HYPE & @Lighter_xyz Frenzy

Hyperliquid HYPE rebounded to 36, protocol upgrade + capital efficiency doubled
With VC firms like Founders Fund/Ribbit leading the investment, it indicates that the perp/prediction DEX space will explode again.

💰 Macro Positive: The probability of the Fed lowering interest rates in December skyrockets to 84.9%
FedWatch shows that the probability of a 25bp rate cut skyrocketed from 30% to 84.9%. The governor calls for a "big cut" to save jobs, with weak employment data and Trump's policies backing it.

The benchmark is lowered to 3.5%-3.75%, mortgage rates have dropped, and BTC/ETH lending APY is expected to skyrocket (Monad+Folks cross-chain reaches 17500%!).

Market Reversal: From Hawkish Panic to Dovish Celebration, AI Bubble + Geopolitical Easing Boosts Risk Assets.

More: Euro digital currency to launch in 2029, stablecoin war to start in 2026.

🛡️ Risk Alert: USDT.D surges 6%, S&P downgrade sparks panic
Tether's dominance reached 6% (the first time this month), and the contraction in liquidity suggests a bearish outlook, potentially touching 8% by the end of the year! S&P downgraded USDT's stability to "weak" due to BTC exposure exceeding 5.6% (over 3.9% over-collateralized), and gold exposure has also increased. Chinese traders are in a panic, and the CEO retaliates against "misleading" information, but is altseason about to begin? Stablecoin trading volume is 1.48 trillion, with USDT accounting for 75.8% of CEX activity, but risks of overflow in the Eurozone are emerging.

🌟 Insights from English expert: Arthur Hayes calls BTC 80K as the bottom, bull market explodes in 2026.
Latest prediction: Before the Fed ends QT on 12/1, BTC may drop below 80K (retesting 85K), but 80K will absolutely hold and not break! Q4 will maintain a fluctuation between 80-90K, with a bull market starting in 2026 pushing towards 200-250K, and ETH/alt will follow suit, bringing in a wave of crypto-backed loans. Hayes warns: AI bubble + leveraged black swan, bottom fishing or trap?

More big shots: Raoul Pal expects a global macro shift to dovish, DeFi TVL breaks 1 trillion;

Vitalik pushes Theoriq AI to rebound, concerned about centralization risks. Institutions are bottom fishing + whales are reallocating, and FOMO speed is king!

🌍 Global Situation: Geopolitics + Trade Negotiation Pressure Volatility
US-China trade negotiations finalized before Thanksgiving? Tariffs could soar to 27%, impacting the supply chain, while the Fed's hawkish remnants and geopolitical tensions (Middle East/Ukraine) pressure BTC volatility. Foxconn invests $3 billion in AI, Euro stablecoins rise but carry overflow risks, BTC seeks steady progress. Trump policies: crypto tax reform + strategic reserves, boosting long-term optimism.