Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — November 22, 2025
Today’s podcast episode was created from the following stories:
From buy-the-dip to ETFs, here are the 3 trends that have defined day traders in 2025
JPMorgan highlights three retail trends shaping 2025: aggressive dip-buying early in the year, a shift toward ETFs (now 75% of inflows), and concentrated buying in top AI stocks at the expense of the broader market. Nvidia and Tesla were big winners during the early-year volatility, while gold ETFs drew notable retail interest alongside a major gold rally. With valuations back in focus, retail flows have turned more cautious in recent weeks.
BTC falls toward mid-$80Ks as market structure weakens into year-end
Bitcoin slipped below $85,500 amid a wave of coins moving from long-dormant wallets to exchanges and a defensive shift in derivatives positioning favoring puts. Liquidity has thinned as managers prioritize protecting gains, with traders rolling downside hedges lower. Attention is turning to MicroStrategy’s breakeven near $74,430 and potential passive flows risk if index changes materialize.
Cathie Wood dumps AMD shares, loads up on Nvidia with $17 million buy amid earnings buzz: ARK scoops up these crypto stocks as Bitcoin, Ethereum crash
ARK Invest rotated into Nvidia with a roughly $17 million buy while trimming AMD, making moves against a backdrop of heightened AI earnings focus and crypto market turbulence. The firm also added select crypto-exposed names, signaling a targeted risk posture as digital assets sell off. The trades underscore how high-conviction managers are navigating volatility across chips and crypto.
Crypto bulls see $1.7B liquidations as Bitcoin swiftly nears $80K
Nearly $2 billion in crypto liquidations hit the market as Bitcoin fell below $85,000, marking its worst monthly drawdown since 2022 and pushing the Fear & Greed Index to 11. ETF outflows and falling open interest have drained liquidity, while major tokens like Ether and Solana posted double-digit weekly declines. With risk appetite fading across global markets, crypto has yet to find a clear stabilization point.
