📘 SENB Daily Brief – November 14, 2025
- Sen B’Hiro
- Nov 17, 2025
- 4 min read
Bitcoin Crashes, CPI Vanishes, and Markets Scramble to Reprice Reality
Welcome to the Friday edition of the SENB Daily Brief — the day after one of the strangest macro events we’ve ever covered. Yesterday gave us a CPI report that didn’t exist, a shutdown that ended with both political parties claiming victory, and a crypto market that woke up and chose chaos. Today, we unpack the fallout.
Let’s dive in.
📉 Crypto Crash: Bitcoin Drops Below $95K as Liquidity Evaporates
Thursday may not have delivered CPI data, but Friday delivered consequences.
According to Decrypt and CryptoRank:
Bitcoin plunged below $95,000 (−6% in 24 hours)
Spot Bitcoin ETFs saw $870 million in outflows
Ethereum slipped under $2,900
Solana slid below $200
High-risk altcoins fell between 8–20%
This wasn’t a slow bleed — this was a rug pull by macro uncertainty itself.
What triggered the drop?
CPI data was incomplete or missing entirely
Traders lost their anchor for inflation expectations
Liquidity thinned dramatically
ETF outflows accelerated
Institutions rotated rather than exited
Without reliable data, everyone was effectively trading blind — and markets hate blindness even more than bad news.
Stocks also took hits:
Dow: −0.9%
S&P: −1.2%
Nasdaq: −1.7%
Meanwhile, the shutdown’s economic damage estimate jumped to $24 billion, including lost wages and corrupted datasets.
The shutdown may be over, but its fingerprints are all over every chart.
🧮 CPI Fallout: The Fed Has No Data, Markets Have No Clarity
The biggest story of the week remains the strangest:October CPI did not fully exist.
Due to the 43-day shutdown, the Bureau of Labor Statistics failed to collect the required surveys — meaning the dataset was either:
Missing
Incomplete
Inaccurate
Or impossible to trust
The impact:
Fed officials can’t rely on standard inflation readings
Traders don’t know how hot or cool inflation truly is
Rate-cut odds collapsed overnight
Volatility surged across markets
Kansas City Fed’s Jeffrey Schmid didn’t help, saying inflation is still “too hot” and signaling he may dissent at the December FOMC meeting.
Global markets reacted immediately:
Equities fell
Yields rose
Dollar strengthened
Rate-cut expectations shifted farther out
Crypto, being the most liquidity-sensitive asset class, reacted first — and hardest.
💹 Crypto Breakdown: Institutional Rotation, Derivatives Stress & Altcoin Pain
Friday’s crypto crash wasn’t retail-driven — it had institutional fingerprints all over it.
Here’s what we saw:
1. Massive ETF Outflows
Nearly $870 million in redemptions — a major signal that institutional desks were recalibrating exposure, not abandoning crypto.
2. Derivatives Pressure
BTC & ETH funding rates turned negative
Open interest remained elevated
Signals pointed to rotation, not capitulation
Institutions weren’t closing positions — they were preparing for big swings.
3. Altcoin Liquidity Shock
Solana retraced double digits
Chainlink fell ~12%
Meme coins lost their speculative bid
Liquidity evaporated across smaller caps
When liquidity leaves the room, altcoins don’t “dip” — they fall through trapdoors.
4. Stablecoin Signals
USDC redemptions rose
Tether issuance slowed
On-chain flows suggested “dry powder mode”
Money isn’t leaving crypto — it’s waiting.
Bottom line:
The crash may be over… or it may be the appetizer.It depends entirely on what replaces the missing data.
🏛️ Shutdown Aftermath: Political Spin Cycles & Fresh Roasts
The shutdown ended last night. And immediately, the spin machines turned on full blast.
Democrats’ Messaging
Called it a “necessary compromise”
Downplayed lost leverage
Internal frustration over settling too early
Translation: “We didn’t win — but please pretend we did.”
Republicans’ Messaging
Declared full victory
Said Democrats “blinked first”
Claimed fiscal responsibility was restored
Translation: “Ignore the 43 days of damage. We’re heroes.”
The Reality
The bill:
Funds the government temporarily
Fixes none of the underlying disputes
Sets up round two in December
Meanwhile, the shutdown’s fallout:
Broken CPI
Corrupted datasets
Missed paychecks
Delayed services
Weakened economic signals
The Public’s View
Americans didn’t win anything.Markets didn’t win anything.The only winners were:
Meme pages
Pundits
Cable news graphics teams
📬 Community Mailbag: Crash-Day Questions
Kyle – Salt Lake City
“Is Bitcoin under $95K a buying opportunity?”Long-term? Historically yes.Short-term? Wear a helmet.
Jenna – Atlanta
“Is the shutdown ending good for crypto?”Long-term: yes.Short-term: the damage is still baked in.
Leon – Miami
“How do institutions trade when macro data breaks?”With correlations, futures curves, liquidity signals — and surprisingly elegant panic.
Trevor – Telegram
“Where’s the next Bitcoin support?”Analysts see $92K, $89K, or $85K.Reality sees… uncertainty until data stabilizes.
Luis – Online
“Where is Tina Bean?”Preparing a “How to Blame Everyone Else in a Market Crash” special report.Possibly filing HR claims.
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Join at: SenBhiroMedia.com
🏁 Closing Thoughts
This week delivered:
A shutdown ending that solved nothing
A CPI report that didn’t exist
A crypto crash driven by uncertainty
Markets scrambling for clarity
Nobody knows what comes next — not the Fed, not the analysts, not the traders, not the chart-artists on X.
What we do know:Markets survive chaos.Crypto thrives in it.And caffeine makes the whole thing more tolerable.
Stay caffeinated.Stay skeptical.See you Monday.
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