Analyst | Crypto

Bitcoin ETFs may be sitting on their “biggest losses” since launching in January 2024, but there is a silver lining, according to an ETF analyst. US-based spot Bitcoin exchange-traded fund (ETF) holders are showing relatively firm conviction despite a four-month Bitcoin downtrend, according to ETF analyst James Seyffart. “The ETFs are still hanging in there pretty good,” Seyffart said in an X post on Wednesday. While Seyffart said that Bitcoin (BTC) ETF holders are facing their “biggest losses” since the US products launched in January 2024 — at a paper loss of around 42% with Bitcoin below $73,000 — he argues the recent outflows pale in comparison to the inflows during the market’s peak.  Read more

Bitcoin fell under $73,000 as futures liquidations soared and worries over this week’s US corporate earnings triggered a stock sell-off. Will traders finally step in to buy “discounted” BTC? Bitcoin (BTC) tumbled to a new 2026 low of $72,945 on Tuesday as bulls failed to hold the $80,000 level as support. Year-to-date, Bitcoin trades at a 15% loss and remains nearly 45% down from its $126,267 all-time high, raising investor concerns that BTC’s cyclical bull market may have reached an end.   Rocky price action in US stock markets is an alleged driver of the selling across the crypto market. Since the end of Q4 2025, investors questioned whether the costs associated with the artificial intelligence infrastructure build-out and the lofty fundraising and valuations were sustainable. Investors fear that product demand and revenue may fall short of industry projections, and this souring sentiment is visible across the Magnificent 7 stocks, along with the S&P 500, DOW and NASDAQ, which are currently trading down 0.7...

Warsh’s nomination as the new Fed chair has ignited US liquidity drought concerns, but his interest rate policy may hold the silver lining for risk asset recovery, according to market analysts. US President Donald Trump has nominated former Federal Reserve governor Kevin Warsh to lead the US central bank, a move that has sent mixed signals for cryptocurrency markets and US dollar liquidity, according to market analysts. Trump nominated Bitcoin-friendly Warsh on Friday, and he is set to replace Jerome Powell when his term ends in May, assuming the Senate approves him. Warsh's nomination could mean the Fed will continue its interest rate cut trajectory. But according to Thomas Perfumo, a global economist at cryptocurrency exchange Kraken, it also signals that broader market liquidity is expected to “stabilize rather than meaningfully expand.” Read more

Bitcoin’s decline is mirroring SaaS stocks, proving that it is unlikely a crypto-specific narrative is driving the recent selloff, one analyst argues. A major market downturn that saw crypto markets lose $250 billion in total capitalization over the weekend is due to a shortage of US liquidity, rather than any crypto-specific problem, argues Raoul Pal, founder and CEO of Global Macro Investor.  “The big narrative is that BTC and crypto are broken. The cycle is over,” Pal said on Sunday, explaining that this can’t be the case because Software as a Service (SaaS) stocks have fallen in tandem.  SaaS stocks and Bitcoin (BTC) have moved in lockstep recently, both dropping significantly, which is notable because both are “long-duration assets,” as their value is based heavily on expected future cash flows and adoption, making them sensitive to liquidity conditions and interest rates, he said. Read more

Bitcoin advocate and accountant Rajat Soni warned, “Never trust a weekend pump or dump,” as Bitcoin plunged and over $2 billion was wiped from the crypto market. Bitcoin’s fall of around 7% to $77,000 on Saturday might have marked the low of this cycle, according to Bitcoin analyst PlanC. It comes as other crypto analysts continue to call for further downside for Bitcoin (BTC) in the coming months. “Decent chance this will be the deepest pullback opportunity this Bitcoin bull run,” PlanC said in an X post on Saturday. Read more

Bitcoiners hoping for a big rotation from gold and silver might be chasing the wrong signal, says Benjamin Cowen. Bitcoin’s price downtrend may not be as short-lived as many holders anticipate, says crypto analyst Benjamin Cowen. “Bitcoin’s likely going to keep bleeding against the stock market,” Cowen said in a video on Thursday, adding that strong expectations of a “massive rotation” from metals like gold and silver into crypto may be misplaced. The prices of gold and silver have recently surged to all-time highs of $5,608.33 and $121.64, respectively, according to Trading Economics.  Read more

Polymarket has re-entered the U.S. market following regulatory approval from the Commodity Futures Trading Commission (CFTC), a move that could position prediction markets as a new engagement tool for major crypto platforms such as Coinbase, according to a report by Clear Street analyst Owen Lau. The post Polymarket’s U.S. Comeback Positions Prediction Markets as a Coinbase Retention Play: Analyst appeared first on Cryptonews.

Bitcoin has slid for a fifth straight day on profit-taking and rising political and macro uncertainty. The post Bitcoin Price Slides for Fifth Day as Risk-Off Sentiment Weighs on Prices: Analyst appeared first on Cryptonews.

Overregulation of the crypto industry would negatively impact markets and gut decentralized finance (DeFi), according to Michaël van de Poppe. The failure of the CLARITY crypto market structure bill to advance in the United States Congress is positive for crypto markets and the industry, according to market analyst Michaël van de Poppe.  Van De Poppe cited crypto exchange Coinbase withdrawing support for the bill on Wednesday and Coinbase CEO Brian Armstrong’s X post listing several concerns with the most recent version of the bill. The issues included a “de facto ban” on tokenized stocks, government access to user records on decentralized finance (DeFi) platforms and prohibiting yield-bearing stablecoins, Armstrong said. Van De Poppe said: Read more

U.S. spot Bitcoin ETFs experienced $825 million in outflows across eight consecutive trading days as institutional investors executed tax loss harvesting strategies, while Asian buyers emerged as primary accumulation force amid geographic capital flow reversal. The post “Tax Loss Harvesting” Drives $825M Outflow From Bitcoin ETFs This Week: Analyst appeared first on Cryptonews.

Bitcoin could still fall toward $75,000 as social media sentiment remains too optimistic, according to Santiment’s Maksim Balashevich. The post Bitcoin May Not Have Bottomed Yet as Social Media Fear Remains Low: Analyst appeared first on Cryptonews.

Bitcoin has faced renewed scrutiny as on-chain analysts warn that advances in quantum computing could expose long-dormant wallets and older address formats, while researchers, governments, ETF issuers, and developers debate how quickly the network must adopt post-quantum protections. The post Analyst: Quantum Computers Will Break Bitcoin Politics, Unleashing Flood of Lost Coins appeared first on Cryptonews.

Bitcoin traders turned noticeably more optimistic on Friday after the probability of a US Federal Reserve rate cut in December nearly doubled. The post Bitcoin Eyes Rebound as December Fed Cut Odds Soar: Analyst appeared first on Cryptonews.

Analyst compares BTC’s “flat correction” and deep drawdown to the S&P’s 61% crash before its explosive bull run.

Key opinion leaders cite bullish technicians and fundamentals as the foundation for an explosive move – Cardano price predictions still have bull run potential. The post Cardano Price Prediction: Big Gains Ahead? Analyst and Hoskinson Agree ADA’s Next Move Could Be Explosive appeared first on Cryptonews.

Bitcoin analyst and investor Mark Moss argues that Bitcoin treasury companies are positioning themselves for history’s biggest wealth transfer, following a sophisticated playbook for capturing value and managing volatility. In other words: “using gas pipes to fund your electric future.” Bitcoin treasury companies: history’s most obvious abritrage He compares Bitcoin treasury companies (firms holding large […] The post Bitcoin treasury companies are ‘using gas pipes to fund your electric future’: Analyst appeared first on CryptoSlate.