BTC Spot ETFs Saw Over $1.2 Billion in Net Outflows Last Week【MEXC Alpha Trader – Daily Market Brief (November 10, 2026)】

I. Macro & Market Sentiment

· Market Data: BTC $75,018.00 (-0.10%)｜ETH $2,124.17 (-0.71%)｜SOL $86.21 (-1.71%)

· Market Sentiment: Funding Rate +0.0100%｜Fear & Greed Index 32 (Fear)

· Rate Expectations: U.S. nonfarm payrolls rose by 165,000 in October, exceeding expectations; markets are pricing in an approximately 80% probability of a rate hike in December. Further Reading

II. Trading Signals / Hot Topics

· [Today's Focus] BTC｜ETF Outflows and Corporate Buying Highlight Diverging Institutional Flows

· Spot ETFs for BTC, the benchmark for liquidity across the market, saw $1.2817 billion in net outflows last week; over the same period, Strategy added 1,037 BTC to its holdings.

· Analysis: Fund redemptions and corporate purchases reflect the behavior of different sources of capital. Buying by a single holder is not enough to signal a broader recovery in institutional demand.

Further Reading: 1 2

· [On-Chain] AVAX｜Tokenized Securities Clearing Partnership Spurs Short-Term Volatility

· Avalanche will provide ledger infrastructure to the clearing entity for a tokenized securities platform affiliated with the NYSE. AVAX rose as much as 11% following the announcement.

· Analysis: The partnership targets securities clearing, but the deployment of infrastructure does not mean on-chain transaction demand has materialized.

Further Reading: 1

· [U.S. Stocks Focus] NVDA｜Shares Weaken Despite Index Rebound, Highlighting Divergence Within AI Sector

· AI hardware bellwether Nvidia was down 3.8% at the time of an earlier report, while the Nasdaq 100 rose 3.4% intraday on November 10.

· Analysis: The divergence between the stock and the index shows that the rebound in technology shares is not uniform across the sector; the two price moves were recorded at different times.

Further Reading: 1 2

III. Regulation & Major Events

· Coinbase｜Received a full national trust bank charter, allowing it to provide custody and payment services, but not to accept deposits or make loans. Further Reading

· FinCEN and the Federal Reserve｜Withdrew a proposal to lower the Travel Rule threshold for cross-border transfers, leaving the current $3,000 threshold unchanged. Further Reading

· Keplr｜GoPlus said a Web3Auth vulnerability led to the theft of at least approximately $1 million in assets from some users. Further Reading

IV. Platform-Exclusive Benefits

· Heart of the Brave V15 (Futures)

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Recommended Reading: MEXC On-Chain Daily Report: Citi Wealth Promotes Spot Bitcoin ETFs — Will Institutional Allocation Accelerate?

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