📘 SENB Daily Brief – November 12, 2025

Markets Wake Up, Crypto Slips, and CPI Looms Large

Welcome to the mid-week edition of the SENB Daily Brief. The Veterans Day lull is over, markets are open, and traders are shaking off the long weekend as they brace for tomorrow’s big inflation report. Stocks are warming up, crypto is cooling down, and regulators decided this was the perfect week to redefine digital assets.

Here’s everything you need to know heading into CPI Thursday.

📊 Market Recap: Holiday Hangover and Cautious Rebound

Wednesday brought a mixed start to markets as investors returned from the Veterans Day break.

Highlights from traditional markets:

• Dow Jones climbs to a fresh record, up 0.6%

• S&P 500 essentially flat

• Nasdaq slightly down despite a 10% surge in AMD

• Bond yields falling on shutdown-resolution optimism

• Yen drops to a nine-month low

• Oil steady around $64, gold drifting higher

The contrast between markets is striking. Industrial stocks are surging on relief, while tech — the usual risk-on leader — is pausing as traders reassess valuations.

Crypto didn’t get the same memo:

• Bitcoin slides below $102K

• Ethereum, Solana, and XRP all down several percent

• Thin liquidity still dominating post-holiday trading

• Shutdown-delayed macro data adding to uncertainty

In short: stocks are cautiously optimistic, crypto is cautiously anxious, and everyone is waiting for real data to arrive.

📅 Macro Outlook: CPI Drops Tomorrow — Here’s What to Expect

Tomorrow’s 8:30 AM ET CPI release is the main character of the week.

Economists expect:

• Headline inflation: +0.1% MoM

• Core inflation: ~3.3% YoY (lowest in nearly 3 years)

• Consumer spending: softening

• Energy costs: cooling, helping lower overall pressure

The Fed continues to preach “patience,” holding off on rate-cut talk while watching for sustained progress. But the bond market has other ideas — pricing in a roughly 40% chance of a rate cut by May 2026.

Tomorrow’s numbers will either reinforce or demolish that outlook.

Why it matters for crypto:

• Cool CPI = lower yields, more liquidity, risk-on rally

• Hot CPI = tightening expectations, volatility spike, altcoin pain

Crypto performs best when liquidity flows freely — and CPI is the lever that decides how freely it flows.

💹 Crypto Update: Pre-CPI Jitters Hit Altcoins

Crypto is in “standby mode” — the classic risk-off shuffle before a macro event.

Current conditions:

• Bitcoin futures open interest at highest since May

• Spot volumes cooling as big players hedge

• Altcoins drifting lower across the board

• Solana DEX volumes down 11% week-over-week

• Meme tokens cooling off

• Stablecoin inflows on exchanges rising (possible dip-buying setup)

Open interest rising while spot volume falls signals a market positioning for volatility without committing long-term. Institutions are betting — but not buying.

Retail sentiment? Quiet. And when Telegram slows down, it usually means people are waiting.

🔍 Spotlight Story: The Mid-Week Mirage

Every Wednesday before a major data release, the same trap appears:

Markets look calm… until they’re not.

Cointelegraph calls it the “calm before the macro.” Thin liquidity and suppressed volatility create a false sense of stability. Prices drift sideways, bots trade in narrow ranges, and retail traders convince themselves this time is different.

The pattern (Forbes data):

• Bitcoin tends to drop ~1.8% in the 24 hours before CPI

• Then snaps back quickly if data is softer than expected

It’s an illusion of order — a mirage created by algos, hedges, and institutions loading positions beneath the surface.

The rule of thumb?Wednesday is for positioning. Thursday is for reacting.

☕ Mid-Week Sponsor Break: Hole Shot Coffee

As CPI anxiety builds, the only asset guaranteed not to lose value is caffeine.

Hole Shot Coffee is built for traders, riders, creators, and anyone who’s been staring at red candles since Monday. Favorites include:

• Espresso No. 67 — dark, bold, unstoppable

• Roosted ’n Roasted by Ashley Fiolek — smooth, clean, crowd favorite

Coffee that Fuels Champions.See the full lineup at HoleShotCoffee.com

📬 Community Mailbag: The Best Questions from Today

Ravi, New York:

“Does CPI actually matter for crypto?”Yes. Cooler CPI → easier Fed → more liquidity → risk-on rally.

Samantha, Portland:

“Why does Bitcoin always dip before CPI?”Because large players hedge early and retail follows. It’s repeated behavior.

Carlos, Texas:

“Why does everyone blame the Fed for everything?”Because the Fed is the mechanic of the money machine — and when things break, we yell at the mechanic.

Amber, Denver:

“How much Hole Shot Coffee does Sen actually drink before recording?”Legal confidentiality prevents a precise answer, but the bloodstream is currently 67% espresso.

Luis, online:

“When’s Tina Bean coming back?”Soon. She’s currently in HR arguing about the dress code.

Want your question answered on-air?Submit through Proof-of-Thought using the $SENB token.

🪙 $SENB Token: The Engine Behind the Ecosystem

The S.E.N.B. token powers:

• Community Q&A

• Topic voting

• Support for creators

• Playlist curation

• Future governance integrations

• The entire “B’Hiro Verse” ecosystem

It isn’t just a token — it’s participation.Learn more at SenBhiroMedia.com

🏁 Closing Thoughts

Markets woke up today, crypto slipped, and everyone is holding their breath for tomorrow’s CPI report. The calm won’t last — and Thursday morning could set the tone for weeks.

Until then:

Stay caffeinated.Stay skeptical.Stay steady.