2025/11/27 Coin Circle Daily: BTC 91K rebounds, DeFi giants compete, Fed rate cut probability skyrockets by 84%! Key point: Coin price frenzy, comprehensive market recovery? BTC rises 5% and breaks 91K (currently 91277 USD) ETH rebounds by 4% and stabilizes at 3K SOL/XRP/DOGE fly together by 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 4 consecutive weeks), FOMO exploded before Thanksgiving. JPMorgan orders: BTC hits $240000 for long term, bull market bottom built? https://finance. (yahoo.com)/news/jpmorgan-reveals-bitcoin-target-amid-182535064.html More highlights: Various AI and MEME coins are rising, and ecological construction is hot, indicating that altsea may start running again? Next hot: DeFi King HYPE&@ Lighter_xyz frenzy Hyperliquid HYPE returns to 36, protocol upgrade+doubled capital efficiency VC investors such as Founders Fund/Ribbit lead the way, indicating a resurgence of the per/prediction DEX space. Macro positive news: The probability of the Fed cutting interest rates in December increases by 84.9% FedWatch shows that the probability of a 25bp interest rate cut has skyrocketed from 30% to 84.9%, as the governor calls for a "big cut" to save employment, with weak employment data and support from Trump policies. The benchmark may drop to 3.5% -3.75%, and the mortgage loan ratio has fallen. It is expected that BTC/ETH lending APY will explode (Monad+Folks cross chain reaches 17500%!)! ）. Market reversal: from hawkish panic to dove carnival, AI foam+geo mitigation boosted risky assets. More: Euro digital currency launched in 2029, stablecoin war begins in 2026. ️ Risk Alert: USDT. D Surges by 6%, S&P Downgrades Lead to Panic Tether's dominance rate has reached 6% (first seen within the month), and liquidity contraction indicates a bear shadow, with the possibility of reaching 8% by the end of the year! S&P downgraded USDT stability to 'weak' as BTC exposure exceeded 5.6% (over 3.9% over collateralized) and gold exposure also increased. Chinese traders panic, CEO counterattacks' misleading ', but is Amazon about to start running? The trading volume of stablecoins is 1.48 trillion, with USDT accounting for 75.8% of CEX activity, but there is a risk of overflow in the European region. Insight from an English expert: Arthur Hayes calls BTC 80K iron bottom, 2026 bull market. Latest forecast: BTC may fall 80K (retest 85K) before the end of QT on Fed 12/1, but 80K will remain stable and will not break! Q4 remains volatile at 80-90K, with a bull market starting at 200-250K in 2026. ETH/alt also rises, and the wave of encrypted mortgage loans is coming. Hayes warning: AI foam+leverage black swan, bottom hunting or trap? More experts: Raoul Pal expects global macro transformation, DeFi TVL surpasses 1 trillion; Vitalik launches Theoriq AI counterattack, concerned about centralization risks. Institutional bottom fishing+Whale Remaking, FOMO speed is king! World Situation: Geopolitics+Trade Negotiations Pressure Fluctuations Will the US China trade talks be finalized before Thanksgiving? Tariffs may surge by 27% and impact the supply chain, with the shadow of Fed hawks and geopolitical tensions (Middle East/Ukraine) weighing on BTC volatility. Foxconn invests 3 billion in AI, Euro stablecoin rises but with overflow risks, BTC seeks progress while maintaining stability. Trump Policy: Cryptocurrency Tax Reform+Strategic Reserve, Boosting Long Term Optimism.