Market Dynamics - Oil-rich Gulf investors are increasingly driving Bitcoin's next liquidity wave [1] - Regulated ETF inflows and institutional channels are reshaping market depth and trading conditions for Bitcoin [1]

RT CoinDesk Podcast Network (@CoinDeskPodcast)📊 XRP fell 4.3% to $2 on institutional selling, despite $170M in weekly ETF inflows and a drop in exchange supply.@jennsanasie brings you "Chart of the Day," presented by @cryptocom. https://t.co/DBLcxADfP7 ...

Group 1 - Gold prices increased following a 25-basis points interest-rate cut by the Federal Reserve, with futures rising 0.4% to $4,241.90 per troy ounce and spot gold gaining 0.5% to $4,338.77 per ounce [1] - Silver futures also saw a significant rise, climbing 2.2% to $62.39 per ounce after reaching a record high of $63.25 earlier [1] Group 2 - Both gold and silver are on track for their strongest annual performance since 1979, with gold prices up more than 60% and silver prices more than doubling [2] - The surge in prices is attributed to heavy central-bank demand, rising ETF inflows, and a shift by investors away from sovereign bonds and currencies [2]

Core Viewpoint - JPMorgan analysts assert that the recent decline in Bitcoin prices does not indicate a new crypto winter, but rather a "meaningful correction" within the market [2][3]. Market Dynamics - The recent sell-off is attributed to several short-term factors, but these do not suggest a structural breakdown in crypto demand [2]. - Institutional interest, real-world adoption, and tokenization efforts in the crypto space remain strong [3]. Analyst Insights - JPMorgan analysts express confidence that the current bull cycle is not ending, despite acknowledging the significance of the November pullback [3]. - The bank emphasizes that recent market pullbacks do not reflect broader structural degradation within the crypto ecosystem, maintaining a positive outlook on the sector [3]. Broader Implications - JPMorgan highlights key factors influencing the crypto sector, including ETF inflows, tokenization initiatives, bank participation, and stablecoin growth [6].

RT Naga Avan-Nomayo (@JeSuisNaga)"Not a crypto winter, just a cold breeze" says Standard Chartered as the bank rewrites its #Bitcoin price projections.• 2025: $100K (cut from $200K)• 2026–29 targets all lowered• $500K now expected in 2030The reasons? - Fading corporate treasury demand + slower ETF inflows.But the bull case stays alive, just delayed.Full story on The Block↓ ...

⚡️ UPDATE: Standard Chartered now sees $BTC at $100K by end-2025, down from $200K.It's $500K call now delayed to 2030 as ETF inflows slow sharply. https://t.co/qj5wyj7ehY ...

ETF inflows introduce people to the idea of Bitcoin.Self-custody introduces them to the power of it. ...

💡 What You Can Do Now:🔹 Track ETF inflows to spot emerging catalysts for SOL.🔹 Review your extensions and secure your wallet against hidden skims.🔹 Adjust your trades to align with current volatility and muted market sentiment.Stay informed, stay ahead 🌅https://t.co/ksbTzynLYF6/6 ...

Bitcoin surges past $90,000 in biggest rally since May as crypto markets rebound with strong ETF inflows.Read more: https://t.co/t1TchNCEHn ...

Market Analysis - Bitcoin crashed from six figures to the low 80K range, ETF inflows have stalled, DATs are wobbling, and altcoins are experiencing significant losses [1] - The discussion explores whether the current market situation is a true Bitcoin bear market or a brutal reset before the next upward movement [1] - True Market Mean is explained around 82K as a support level [1] - The analysis covers the potential death of altcoin season, the Zcash marketing pump, and the future of privacy coins [1] On-Chain Analysis - The discussion dives into realized cap, ETF cost bases, and OG whale distribution [1] - Key on-chain signals are examined to determine if the market is in a bear phase [1] - OG whale selling is contrasted with ETF demand, indicating a major rotation in the market [1] Future Outlook - The potential for institutional and sovereign buyers to enter the market by 2026 is considered [1] - The macro outlook into 2026 includes discussions on liquidity cycles and elections [1] - The conversation addresses the quantum-computing threat to Bitcoin, assessing whether it is realistic or overblown [1]