Crypto Market Recap Nov 4, 2026: A Green Day Across the Board

What Moved

The market rallied into the close: total capitalisation ended the day at $2.77T, +4.3% higher than a day earlier.

The day belonged to bitcoin. BTC closed at $80,604 (+4.9%) against a median move of +1.9% elsewhere, taking dominance to 58.6%. Ethereum gained 7.4% to $2,427.

Breadth was strong: 1793 assets advanced against 642 that declined, and 86.0% of the hundred largest closed higher.

Stacks (STX) was the day's strongest mover at +11.9%, ahead of INJ (+11.4%). At the other end, Rain (RAIN) fell 9.9%, with VVV (-5.2%) close behind. Every tracked sector closed higher, led by Zero Knowledge at +6.6%.

Volume and Leverage

Turnover jumped. We measured $69.7B of trading across the venues we stream, +51.6% against the previous day — a rally with participation, which is the healthier kind. Spot on centralised exchanges accounted for $68.5B, on-chain swaps $2.46B and derivatives $146B.

Leverage took the hit: $391M of perpetual positions were liquidated over the day, most of it shorts ($235M against $155M of longs). Open interest stands at $68.1B.

Sentiment

Sentiment is neutral: our Fear & Greed index reads 48 (55 yesterday, 35 last week).

Sectors

Rotation was visible at the sector level. Zero Knowledge finished +6.6% while Derivatives & Perpetuals closed +0.4%, a spread of 6.3 points across the 10 sectors we track; all 10 of them rose, with the middle of the pack (Exchange Tokens) at +3.4%. Derivatives & Perpetuals lagging a rising market suggests the bid was selective rather than indiscriminate.