The market unraveled fast over the weekend. Bitcoin broke under $90,000, taking the year’s progress with it, and retail sellers flooded out in panic, with the exception of El Salvador. Mr Saylor … I don’t feel so good El Salvador loaded up on approximately 1,100 BTC, a $100M purchase made right as the floor was giving way, making it the lone country to double down during the drawdown. Think about it, we have all of this going for Bitcoin this year, and it is still crashing: M2 money supply pumping De ...

Core Viewpoint - Ethereum's price is not expected to reach $10,000 until 2030, according to analysts from a leading mining firm, indicating a slow recovery phase after a period of weak sentiment [1] Group 1: Market Sentiment and Recovery - Ethereum is currently seen as a turnaround story, with analysts suggesting that the rebuilding period may provide a useful entry point for investors [1] - A crypto analyst predicts Ethereum could experience a sharp re-rating over the next year, potentially reaching a fair value between $8,000 and $10,000 by early 2026, driven by growing interest from large investors [3] Group 2: Demand and Policy Support - If demand for Ethereum builds and supportive policies remain in place, there may be significant upward potential for ETH [4] - Earlier concerns about Ethereum's ecosystem losing energy due to setbacks have been noted, including slowed on-chain activity and criticisms of layer-2 scaling efforts [4] Group 3: Stablecoin Ecosystem - Ethereum maintains a central position within the stablecoin ecosystem, with over 53% of the sector's $307 billion market operating on its network, compared to just over 4% for Solana [5][6] - Major stablecoins like USDT and USDC, which account for more than two-thirds of the global stablecoin supply, are primarily issued on Ethereum [5] Group 4: Institutional Adoption - Large institutions are increasingly adopting stablecoins for various financial activities, which could further solidify Ethereum's role as the main network for these transactions [6] - Notable moves by institutions, such as JPMorgan accepting crypto as collateral and Ripple's $1 billion investment in stablecoin expansion, are directing more activity toward Ethereum [6][7]

With the recent market downswing, obviously everyone is starting to flip bearish in a big way. And during this time, I think that it's so important to understand what's really happening in this market. We've been talking about the rotation from Bitcoin into gold, especially when gold starts to get exciting again and we start to see the price of Bitcoin drop and the price of gold significantly rise.Is there other factors supporting gold. 100%. We have been studying gold for well over a couple years now.I've ...

Core Insights - Bitcoin has transformed from being worthless to a global asset with a market cap of $2.2 trillion, attracting significant attention from business leaders, politicians, and central bankers [1] - Over the past year, Bitcoin has increased by 65%, indicating growing investor interest [1] Group 1: Catalysts and Market Dynamics - Positive catalysts for Bitcoin include a more accommodating regulatory environment and increased capital inflow into spot Bitcoin ETFs [3] - The emergence of Bitcoin treasury companies, such as Strategy, has provided new avenues for larger capital pools to access Bitcoin [4] - The Federal Reserve's monetary policy, particularly potential interest rate cuts, will significantly influence Bitcoin and other risk assets in the coming year [5] Group 2: Economic Indicators - The M2 money supply of the four largest economies has grown by 7% over the past year, contributing to increased liquidity in the financial system and supporting Bitcoin's price [6] - The liquidity influx from the Federal Reserve's actions is expected to benefit Bitcoin directly [8] Group 3: Risks and Considerations - A severe recession could lead to a loss of investor confidence, prompting a shift from Bitcoin to safer cash-like instruments [7] - The global economy may still be adjusting to the impacts of trade policies, which could affect Bitcoin's performance by next October [7]

RT James Van Straten (@btcjvs)Gold is now back to the 2011 high against the M2 money supply.14 years of no real growth.Congrats gold bugs. https://t.co/P6yIgXFK5t ...

Market Trends - Stablecoins now constitute over 1% of the U S M2 money supply [1] - The stablecoin asset class has grown from virtually $0 in 2017 to a projected $1 trillion by 2025 [1]

Cryptocurrency Market Outlook - The cryptocurrency sector is poised for substantial growth, potentially outpacing the internet's growth trajectory [1] - The industry is on the verge of significant advancement, suggesting a promising future [1] Economic Factors - The global M2 money supply is experiencing rapid expansion [2] - The Federal Reserve has initiated a rate-cutting cycle, indicating potential for multiple cuts [3] Q4 Expectations - The fourth quarter is anticipated to be exceptionally strong due to the expanding money supply and the Federal Reserve's rate cuts [2][3]

Market Trends & Investment Opportunities - Gold has increased by 40% in 2025, marking its best year since 1979 [1] - Central banks are increasing their gold reserves, potentially due to geopolitical concerns or sanctions risks [1] - The debasement of currency is driving investors towards stores of value like gold and Bitcoin [2][3] - Gold and Bitcoin are expected to perform strongly in investment portfolios over the next decade [3] Monetary Policy Impact - M2 money supply has reached a new all-time high of $222 trillion [2] - Continued money printing is expected to support the rise of gold [2][3] - Gold's upward trend will cease when money printing stops [3]

Market Trends - Gold prices have increased by 40% this year [1] - A significant factor is the M2 money supply reaching record highs [1]

Money Supply - U S M2货币供应量创下 222,000 亿美元的历史新高 [1] Cryptocurrency - 比特币的稀缺性，美元可以无限量印刷，但比特币不能 [1]