Monthly Review: Utility as the Only Warmth
The Bedrock Beneath the Blizzard · November 2025
When prices fall, truth rises to the surface.
November blew a glacial wind across the markets. Bitcoin bows down (-16%)
, Ethereum shivers (-20%), and the speculative peaks of AI (TAO) have cooled brutally (-38%). For the passive investor, it is winter.
But at Snow-Fall.io, we don’t analyze the market to predict tomorrow’s weather. We analyze it to check the solidity of our foundations. And this month, our algorithm’s verdict is crystal clear: when speculation freezes over, infrastructure is the only thing that keeps burning.
We sifted the ecosystem through our 4 categories. Here is the complete relief map of what remains standing after the storm.
📊 Detailed Ranking: Tops & Flops by Category
Our algorithm ranks projects not just on price, but on a composite score (Market Cap, Volume, 30d Performance, Momentum). Here is how to read the terrain.
1. Category 1: The Majors (Flight to Safety)
The market’s bedrock. When fear reigns, liquidity takes refuge here.
In a bear market, the leaders dominate the top of the ranking, not thanks to their performance, but thanks to their massive inertia.
- #1 Bitcoin (BTC): Despite a -16.1% drop, it remains the undisputed king (Score 0.80). It outperforms the rest of the market by limiting the damage. It is the black rock at the base of the mountain.
- #4 Ethereum (ETH): Follows the trend with -20.5%. Momentum is weak, but transactional volume remains.
- #16 Cosmos Hub (ATOM): Far behind. ATOM is suffering (-18.2%) but resists better than more volatile competitors like AVAX (-21%) or TAO (-38%).
The Snow-Fall Assessment: The “Majors” do not protect against the drop; they simply cushion the blow. They are the foundation, not the growth engine this month.
2. Category 2: The Challengers (Heroes of the Month)
The heart of infrastructure. This is where the real gems are found.
These projects, often linked to Node and VPN services, have completely ignored the bearish trend. This is the month’s positive anomaly.
- #3 Sentinel (DVPN): An exceptional performance of +14.92% over 30 days. While everything collapses, the need for decentralized VPNs seems to support the price.
- #5 Flux (FLUX): Decentralized cloud holds firm with +5.17%. A safe bet for node operators, proving that “Compute” sells even in a Bear Market.
- #13 Band Protocol (BAND): Despite a drop over 30 days (-13%), a recent surge (+14% in 24h) allows it to save its spot.
The Snow-Fall Assessment: DVPN and FLUX prove that real utility (selling services) creates a solid price floor, uncorrelated from pure speculation.
3. Category 3: The Speculative / Small Caps
The high volatility zone. Capable of the best and the worst.
- #2 Lava Network (LAVA): This is THE big winner of the entire ecosystem. With +21.06%, it climbs to 2nd place globally in our algorithmic ranking.
- #8 Nibiru (NIBI): Manages the feat of staying green (+0.85%). Rare stability for a small cap in this context.
- #10 Ki (XKI): Limits the damage very well (-5.29%) compared to other “small” projects that often crash by 40 to 50%.
The Snow-Fall Assessment: The premium goes to modular infrastructure (LAVA). The market rewards those selling shovels (RPC) for the gold rush.
4. Category 4: Candidates & Newcomers
Projects under surveillance showing signs of technical strength.
- #6 0G (ZeroGravity): A resounding entry into the global top 10 with a positive performance of +5.46%. To be watched very closely.
- #7 Gnosis (GNO): As often happens, Gnosis acts like an improved stablecoin. +2.01% in a blood-red market. A fortress.
- #9 Kava (KAVA): Resists honorably (-2.37%) where the rest of DeFi plunges.
🔍 Fundamental Analysis: Why is DePIN Exploding?
Why are LAVA (+21%) and DVPN (+15%) green when everything is red?
It is not a coincidence. It is a sector rotation towards the tangible.
In a euphoric market, capital flows toward promises. In a fearful market, capital returns to revenue.
- Lava Network (LAVA): Picks and Shovels.
Lava provides data access (RPC). Whether the market goes up or down, users make transactions and dApps must “read” the blockchain. LAVA gets paid for this service. Its performance reflects a simple truth: infrastructure is a volume business, not a mood business. - Sentinel (DVPN): Digital Sovereignty.
With +15%, Sentinel outperforms Bitcoin by 30 points. Why? Because the demand for decentralized VPNs is increasing in the real world. The token is not just a speculation ticket; it is consumption credit for bandwidth. Utility creates a price floor that speculation cannot pierce.
In short: Smart money has left the casino to invest in the factory.
⚓ Node vs HODL: The Volatility Absorber
Why operating a Node changes the game when everything falls.
It is in months like this that the difference between “Owning” (HODL) and “Producing” (Node/Validation) becomes crucial.
If you had simply bought TAO or ATOM last month, you would be taking the full hit of the -38% or -18% drop. You are left out in the cold waiting for the thaw.
But if you operate a Node or Masternode on these networks via Snow-Fall:
- The token price drops, certainly.
- But the machine keeps producing.
Every day, your servers validate blocks. Every day, new tokens arrive in your wallet. This constant flow of Rewards acts as a shock absorber. It mechanically smoothes your average entry price downwards, without you having to put in another euro.
Passive investment exposes you to the cold. Active infrastructure pays you to wait for the good weather to return.
🛡️ Strategy: Harvest or Sow?
As operators, here is how we translate these market movements into concrete actions to optimize yields.
1. On Green Peaks (LAVA, DVPN, FLUX) 👉 The Harvest
When an infrastructure asset outperforms the market, the strategy is security.
- The Approach: It is the ideal time to sell a portion of the rewards generated by your nodes.
- Philosophy: “When the tree bears too much fruit, we jar it for winter.” Converting this yield into Stablecoin covers your server fees for future cycles.
2. In the Red Valley (ATOM, TAO) 👉 Accumulation
Seeing Bittensor (TAO) correct violently can be scary. But for an operator, it is a mathematical opportunity.
- The Approach: Do not cut your machines. On the contrary, activate Compound (compound interest).
- The Logic: Your nodes produce the same number of tokens as yesterday, but the network is “on sale.” Reinvesting your rewards now allows you to increase your share of the network (your Stake) at a lower cost.
- Philosophy: “It is under the snow that the most beautiful spring blooms are prepared.”
❄ Conclusion
This month of November drew a clear line in the snow.
On one side, narrative assets, swept away by the wind (-30% to -50%).
On the other, yield and infrastructure assets, which held firm or even progressed.
Our role at Snow-Fall has never been clearer:
Ignore the blizzard. Secure networks that have tangible utility (VPN, RPC, Cloud). Transform price volatility into yield regularity via our Masternodes.
The snow falls, covering the noise. But underneath, LAVA, FLUX, and DVPN prove that the rock is warm.
Snow-Fall.io — We run the nodes, you keep the yield.
