The date for Fusaka, Ethereum's next major upgrade, has officially been locked in. Historically, ETH's price tends to rally around these upgrades, especially when the broader crypto market is bullish. And with Q4 of the fourth year of crypto's 4-year cycle, historically showing strong gains, ETH's price could be about to explode.That's why today we're breaking down everything you need to know about Fusaka, including what changes are being implemented, what it means for Ethereum's future, and how it could im ...

Market Sentiment & Analysis - The crypto market is currently experiencing fear, with the fear and greed index at 24, a significant drop from 74 a month prior [6] - Despite retail fear, the fundamentals, including potential altcoin ETF approvals and the Fed cutting interest rates, appear strong [7] - Institutions and OGs (original holders) have been taking profits, with approximately $293 million worth of Bitcoin being sent to exchanges daily [8] - The market has seen a purge due to forced selling, driven by liquidations after Bitcoin fell below $100,000, but the fundamentals remain intact [8] - Sentiment indicators like the Fear and Greed Index and Google Trends can be misleading due to the "tourist problem," where newcomers distort the data [15] Institutional Influence & Market Manipulation - Institutional flows, particularly from spot Bitcoin ETFs and digital asset treasury firms (DATs), are dominating the market, leading to less dramatic price swings [20][21] - Market manipulation, driven by liquidity hunting, involves algorithms pushing prices into key liquidity zones to trigger liquidations [26][28] - CME gaps, caused by the derivatives market being 4 to 5 times larger than spot, create volatility and potential traps for traders [33][35] Trading Strategies & Risk Management - More than 80% of retail crypto investors lose money due to emotional decision-making, particularly the reluctance to take profit [37] - Traders should embrace mindfulness and discipline, anchoring selling decisions to real-world financial goals rather than emotional expectations [39][40] - A systematic tiered exit strategy is crucial to mitigate the risk of selling too early or too late, with different strategies recommended for Bitcoin and altcoins [42][43]

Digital Asset Treasury (DAT) Landscape - DATs proliferated in 2025, leading to market saturation and raising questions about the sustainability of the crypto treasury business model [3][28] - As of the recording, 190 Bitcoin Treasury companies hold at least one full BTC, controlling over 4 million BTC valued at approximately $18 billion [16][17] - There are 71 Ethereum treasury companies collectively holding 61 million ETH worth around $21 billion [18] - XRP is held by 10 Treasury companies, controlling around 21 billion XRP valued at $115 billion [19] - Solana has 20 dedicated treasury companies holding over 20 million SOL valued at $33 billion [19] Challenges and Responses - Some crypto treasury companies, like Ethzilla and Secons, have started selling their crypto holdings due to falling Net Asset Value (NAV) [5][6][7] - Ethzilla sold around $40 million worth of ETH to buy back $12 million of its own shares as part of a $250 million buyback plan [5] - Secons sold 970 BTC worth over $90 million to redeem 50% of its outstanding convertible debt valued at $189 million [6] - DATs are using share buybacks to strengthen credibility, with companies like Bitmine, Sharlink, TON Strategy, Thumbs Up, Defi Development Corp, and Metaplanet announcing or expanding buyback programs [31][32][33][34][35] Potential Risks and Mitigation - If DATs offload tokens to retail investors on the open market, the crypto market could face a plunge; OTC trades could mitigate this if demand is there [24][25] - DATs can stake cryptocurrencies to generate rewards, but this involves long lockup periods and potential opportunity costs [38] - Borrowing against crypto holdings can increase NAV but exposes companies to liquidation risk if prices fall [39][40]

Bitcoin dropped below $100,000. The fear and greed index is flashing fear and over a billion dollars in leveraged positions were wiped out in a single weekend. Yet, just as the bears were sharpening their claws, the price ripped back above $15,000.What on earth is going on. Is this just a dead gat bounce before a much deeper crash. Or was this the final brutal shakeout before the next explosive leg up to new all-time highs.Well, today we're going to dissect the anatomy of Bitcoin's perplexing price action. ...

Market Cycle Analysis - The crypto market has historically followed the business cycle, potentially extending into 2026, suggesting a prolonged bull market [2] - Macro analysts suggest the crypto market cycle is no longer solely based on Bitcoin halving but correlates with the economic cycle, particularly the ISM Manufacturing Index [6][7] - The ISM, an indicator of economic activity, has historically correlated with Bitcoin's cycle tops and bottoms, but this pattern has recently broken [9][10] - An extended debt refinancing cycle, with average debt maturity increasing to approximately 54 years due to the pandemic, may be extending the liquidity and crypto cycles [12] Liquidity and Economic Indicators - Some analysts argue that economic indicators like the ISM are misleading and have unclear correlation with global liquidity [16] - Global liquidity, measured by Global M2, has risen, but Bitcoin's price has flatlined, weakening the correlation between the two [18] - Central bank policies and debt refinancing challenges could lead to a contraction in global liquidity, potentially impacting the crypto market [20][21] - Economic data may be deceptive due to factors like inflation and unemployment rates, making the economy appear stronger than it is [26][27] Future Outlook and Investment Strategy - The crypto market is expected to continue a gradual upward trend, mirroring the overall economy [40] - Assuming a recession is avoided, Q4 2025 is projected to be bullish, with Bitcoin potentially reaching its cycle top, followed by Ethereum and altcoins approximately one month later [47][48] - The current crypto market cycle differs from previous cycles due to less loose monetary policy, more mature regulatory frameworks, and different patterns of retail participation [44][45] - AI-related ventures have significantly contributed to economic growth, particularly in the US, impacting sectors like chip manufacturing and infrastructure [36][37]

Market Trends & Dynamics - CME (芝商所) 现在提供 24/7 全天候交易，这可能会消除 CME 缺口 [1] - 机构投资者正在进入加密货币领域，这与之前的周期非常不同 [2] - Coinbase 对第四季度持乐观态度 [3] Regulatory & Macroeconomic Factors - 行业认为加密货币牛市仍有上涨空间，但对 10 月 10 日的事件后更加谨慎 [3] - 行业仍然看到有弹性的流动性条件、强大的宏观背景和支持性的监管动态 [3]

Bitcoin’s brutal week may finally be behind us — but a major shift is happening in the crypto landscape. Altseason is officially dead, Bitcoin is regaining dominance, and macro catalysts could soon drive the next major rally. In this week’s Coin Bureau News Live, we break down everything you need to know: 💥 Market recap — Why Bitcoin’s $100K bounce could mark the bottom 📉 Altseason RIP — Data proves the rotation back to BTC is real 📊 OG Selling — Treasury firms, whales, and why distribution might be nearly ...

XRP has spot ETFs. It has a live EVM side chain with developers flocking to it. And its parent company, Ripple, is on a multi-billion dollar acquisition spree, buying up the core infrastructure of institutional finance.By every conceivable metric, the fundamental case for XRP has never been stronger. And yet, its price has been stuck in the mud for months, chopping sideways while millions of holders are left staring at their screens, asking the same question. What on earth is going on.Is this the final cons ...

Bitcoin dropped below $100,000. The fear and greed index is flashing extreme fear and over a billion dollars in leverage positions were just vaporized in one of the largest liquidation cascades of the year. Yet, if you look at the headlines, the news has never been better.The Fed is cutting rates and ending quantitative tightening. Major crypto legislation has been signed into law and a wave of altcoin ETFs are waiting for the green light. This has created a two-faced market defined by a massive divergence ...

Centralized Exchanges (CEXs) vs Decentralized Exchanges (DEXs) - CEXs act as intermediaries, providing a user-friendly interface and handling fiat deposits/withdrawals, making them suitable for new crypto buyers [3][11] - CEXs offer automated trading tools and tax documentation, simplifying the trading process and tax reporting [13][15][16] - CEXs face challenges including high fees (01%-05% per trade, 05%-1% spread), strict KYC requirements, limited asset selection, and risks of hacks, outages, and potential collapse [17][18][19][21][22][28] - Industry experts note that even major CEXs are advocating for self-custody, highlighting the inherent risks of leaving assets on exchanges [29] Decentralized Exchanges (DEXs) - DEXs offer direct crypto trading from user-controlled wallets, providing access to a wider range of assets, lower fees (eeg, Edex charges under 004%), and self-custody, eliminating counterparty risk [6][8][34][37] - DEXs require users to have existing crypto and technical knowledge, and mistakes are irreversible, creating a barrier for new users [30][31][32] - DEXs can experience lower liquidity and front-running bots, potentially impacting trade execution and pricing [33] - Early DEX users may benefit from airdrops, offering potential rewards for platform adoption [39] Strategic Usage - The industry suggests a combined approach: using CEXs for fiat on/off-ramps and DEXs for trading, holding, and exploring new assets [41][49] - OKX is highlighted for its fast fiat withdrawals in the UAE (under 5 minutes) and Europe (within hours) [14][41][42] - Edex is favored for its user-friendly interface, liquidity aggregation, and cross-chain support [50][51][52] - Coin Bureau team secured deals for viewers, including discounts on trading fees and multiplier on points [43][53][54]