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Why Bitwise Expects New Bitcoin Highs in 2026—And the End of the 4-Year Cycle
Yahoo Finance· 2025-12-16 22:44
Core Viewpoint - Bitwise predicts Bitcoin will reach new all-time highs above $126,080 in 2026, despite recent declines [1][2] Group 1: Bitcoin's Historical Cycles and Predictions - Bitcoin has historically followed a four-year cycle, typically featuring three 'up' years followed by a pullback year, with 2026 expected to be a pullback year according to traditional views [2] - Bitwise challenges this notion, stating that the factors driving previous cycles, such as Bitcoin halving and interest rate cycles, are significantly weaker now [2][3] - The firm anticipates that institutional capital momentum and regulatory support will drive Bitcoin to new highs, moving beyond the historical four-year cycle [2][3] Group 2: Market Performance and Comparisons - Currently, Bitcoin is trading at $87,800, which is down over 30% from its all-time high but has seen a 2% increase in the last 24 hours [3] - In contrast, traditional equity indices like the Nasdaq and S&P 500 have increased by 14.5% and 12%, respectively, over the past year [4] - Bitwise expects Bitcoin's correlation with the stock market to decrease in 2026 due to regulatory progress and institutional adoption [4] Group 3: Future Predictions and Trends - Bitwise believes that the combination of strong returns, reduced volatility, and lower correlations will provide a "trifecta" for investors [5] - The firm predicts that crypto equities will outperform tech stocks, with half of Ivy League endowments expected to invest in crypto [5] - New highs for Ethereum and Solana are also anticipated, contingent on the passage of the CLARITY Act, which would clarify crypto regulations [5][6] Group 4: Megatrends in Crypto - The firm identifies tokenization and stablecoins as "megatrends" that will benefit layer-1 blockchains like Ethereum and Solana, especially if the CLARITY Act is enacted [6]
X @Bitcoin Magazine
Bitcoin Magazine· 2025-12-16 19:30
RT Bitcoin Magazine (@BitcoinMagazine)NEW: $15 billion asset manager Bitwise predicts #Bitcoin will break the 4 year cycle and set a new all time high in 2026 🐂 https://t.co/5UkwidKKkf ...
X @Bitcoin Magazine
Bitcoin Magazine· 2025-12-16 19:20
NEW: $15 billion asset manager Bitwise predicts #Bitcoin will break the 4 year cycle and set a new all time high in 2026 🐂 https://t.co/5UkwidKKkf ...
X @The Block
The Block· 2025-12-16 19:09
The Daily: Bitwise predicts bitcoin all-time highs in 2026, Ark Invest buys the dip, spot XRP ETFs top $1B in cumulative inflows, and more https://t.co/zy0CFL5RT0 ...
XRP Lost Over 45% Since July Peak: Can $1B ETF Momentum Reverse the Slide?
Yahoo Finance· 2025-12-16 15:46
Core Insights - XRP experienced a significant price decline of over 45% from its peak of $3.66 in July 2025 to around $2.00 by December 2025, primarily due to profit-taking by whales and a broader selloff in the crypto market [4][6][10] - Despite the price drop, XRP ETF inflows reached $1 billion in under four weeks, marking the fastest institutional adoption since Ethereum ETFs launched, which could potentially stabilize and reverse the price decline [6][9][10][15] Price Movement and Market Dynamics - XRP's all-time high of $3.66 was achieved after a 480% increase over the previous year, but the subsequent retreat has left approximately 37% of XRP holders with unrealized losses [4][6][10] - The broader crypto market lost over $1 trillion in value from October to November 2025, contributing to XRP's decline alongside Bitcoin and Ethereum [2][4] Whale Activity and Selling Pressure - Whales sold approximately 200 million XRP (valued at $400 million) in late November 2025, likely to lock in profits from the summer surge [2][3] - A significant portion of recent XRP buyers are now holding underwater positions, leading to continued selling pressure as some investors cut losses [3][6] ETF Inflows and Institutional Demand - XRP ETF inflows have created structural demand, with nearly $1 billion in assets attracted within four weeks of launching, indicating strong institutional interest [9][10][14] - The inflows have absorbed nearly 1% of XRP's circulating supply, contributing to a tightening of exchange balances, which fell from 3.95 billion to 2.6 billion XRP over 60 days [10][14] Future Price Predictions - Analysts present three potential scenarios for XRP's price trajectory through 2026, depending on the sustainability of ETF inflows and broader market conditions [16][17][20] - The bullish scenario suggests that sustained ETF inflows could push XRP back to its previous high of $3.66 by Q4 2026, while the bearish scenario warns of a potential drop to $1.50 if whale selling accelerates and ETF inflows fade [17][23][24]
Bitcoin, Ethereum ETFs Shed $582M in a Day as Institutions Trim Risk
Yahoo Finance· 2025-12-16 14:46
Group 1 - Bitcoin and Ethereum spot ETFs experienced their largest daily net outflows in approximately two weeks, totaling $582.4 million on Monday as institutional investors reduced exposure amid market volatility and uncertainty in global monetary policy [1][2] - Spot Bitcoin ETFs saw net daily outflows peak at $357.6 million, marking the largest single-day redemption since early December, with significant selling across Fidelity's FBTC, Ark's ARKB, and Bitwise's BITB, while BlackRock's IBIT remained flat [2] - Ethereum spot ETFs recorded outflows of nearly $225 million on the same day, the largest single-day redemption since the beginning of the month [2] Group 2 - The outflows occurred despite crypto prices remaining stable, indicating that ETF flows are more reflective of institutional reallocations alongside other risk assets rather than direct crypto market movements [3] - The relationship between Bitcoin and the Nasdaq has intensified, with Bitcoin acting more like a derivative of tech stocks, leading to increased ETF redemptions during tech sector corrections [3][4] - Over the past six months, Bitcoin has declined while major U.S. indices have remained stable, with November being particularly poor for Bitcoin, and December showing a lack of sustained demand despite some growth attempts [5] Group 3 - U.S. spot Bitcoin ETF activity has been negative this month, with approximately $705 million in outflows compared to $480 million in inflows, resulting in a net drawdown of around $225 million [5] - Ethereum spot ETFs displayed a more balanced flow pattern, with about $411 million in inflows countered by $403 million in outflows, leaving the segment nearly flat overall [6] - The risk landscape has become more complicated following the U.S. Federal Reserve's recent decisions, with inflation not decreasing quickly enough and internal disagreements within the FOMC [6]
X @The Block
The Block· 2025-12-16 10:53
Bitwise CIO says bitcoin will break 4-year cycle and set new all-time highs in 2026 https://t.co/wcY94Wd3Tg ...
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-12-15 16:58
ETF Details - Bitwise filed an amendment for its Hyperliquid ETF, indicating a launch is likely imminent [1] - The ETF's fee is set at 67 bps (0.67%) [1] - The ticker symbol for the Bitwise Hyperliquid ETF will be $BHYP [1]
X @The Block
The Block· 2025-12-15 16:10
ETF Filing Updates - Bitwise amends Hyperliquid ETF filing [1] - Bitwise finalizes ticker and fee for Hyperliquid ETF [1]
X @Cointelegraph
Cointelegraph· 2025-12-15 13:44
ETF Filing Update - Bitwise amended its Hyperliquid ETF filing [1] - The filing includes the 8-A form, bps fee, and ticker $BHYP [1]