RT Ignas | DeFi (@DefiIgnas)I personally feel crypto sentiment is the worst.More depressing than 2018, Covid or FTX crash.- 2018 was indeed early. Even if we didn't know if crypto survives, stakes or failure were lower. Our (my) bag exposure was lower.- Covid crash was severe and for a moment I'd thought IT"S ACTUALLY OVER. But it was brief and recovery came quickly- FTX crash happened after huge progress in mainstream crypto adoption and retail interest. We felt validated and even memed Facebook into rebra ...

I personally feel crypto sentiment is the worst.More depressing than 2018, Covid or FTX crash.- 2018 was indeed early. Even if we didn't know if crypto survives, stakes or failure were lower. Our (my) bag exposure was lower.- Covid crash was severe and for a moment I'd thought IT"S ACTUALLY OVER. But it was brief and recovery came quickly- FTX crash happened after huge progress in mainstream crypto adoption and retail interest. We felt validated and even memed Facebook into rebranding to Meta. Innovation wa ...

RT StarkWare (BTCFi arc) 🥷 (@StarkWareLtd)After ZKpilling the SEC in December, it’s now time for our very own @kkirkbos to do the same on CNBC.Breaking down:> how ZK unlocks privacy> why regulatory clarity matters for institutional adoption> how smart legislation could bring blockchains into the mainstream.https://t.co/bCMSOMoc51 ...

RT Morgan Krupetsky (@MorganKrupetsky)Proud to see @vaneck_us launch the first AVAX ETF, marking another meaningful step in institutional adoption of the Avalanche network.@avax is a blockchain platform built for adoption at internet scale, where institutions, enterprises, and governments alike can deploy applications that solve real-world pain point, drive meaningful revenue gains, and enable greater capital and operational efficiencyAvalanche’s architecture supports scalable, purpose-built blockchains--in ...

I know there's a lot of fear about the four-year cycle. We didn't have much of an up cycle by Bitcoin standards. So, we think we're pretty well through the down cycle here.We may test in this 80 to 90,000 range on Bitcoin. Uh but we do think that the test will be successful. It will be the shallowest uh four-year cycle decline in Bitcoin short history.Uh and then we're off again. Uh we think this is three revolutions in one. A global monetary system rules-based competing against fiat currency.To be sure, it ...

Maybe analysts like Tom Lee about Bitcoin weren't wrong. Maybe they were just early. >> As I said, you're getting right back on the horse.250. 250,000. >> Yeah, you can bleep me out too if I just say the number.>> Tom Lee says that Bitcoin could reach [music] over $250,000 in 2026, which by the way is what he said by the end of 2025 if the 4-year cycle breaks. Uh yeah, in 2026, if Bitcoin gets to 200 or 250,000, it would be breaking the four-year cycle. Um so that's sort of part of our view is that this, yo ...

Core Insights - The crypto market experienced a significant bear market starting in December 2024, with total market capitalization excluding Bitcoin, Ethereum, and stablecoins dropping approximately 44% from its late-2024 peak through the end of 2025 [1] - The sentiment and leverage in the market reached levels historically associated with capitulation, indicating a panic-driven sell-off where holders liquidated positions to prevent further losses [2] Market Performance - Bitcoin ended 2025 down roughly 6%, while Ethereum fell about 11% and Solana declined 34%. The broader token universe, excluding BTC, ETH, and SOL, dropped close to 60%, with the median token down approximately 79% [3] - The market was characterized by extreme dispersion, with only a small fraction of tokens generating positive returns [3] Market Dynamics - Price action was dominated by macro shocks, positioning, flows, and market structure rather than fundamentals. The year saw repeated volatility linked to policy developments and risk appetite shifts, culminating in a major liquidation cascade in October that wiped out over $20 billion in notional positions [4] - Structural issues, such as unclear legal claims to cash flows for governance tokens, contributed to the pressure on the market, leading to digital asset equities outperforming tokens [5] Future Outlook - The duration of the current drawdown mirrors prior crypto bear markets, potentially setting up a more favorable backdrop for 2026 if fundamentals stabilize and market breadth returns beyond Bitcoin [6] - The firm anticipates 2026 will be characterized by institutional adoption, focusing on real-world asset tokenization, AI-driven on-chain security, bank-backed stablecoins, and a surge in crypto IPOs rather than a broad return to speculative token rallies [7]

Core Insights - The XRP market is experiencing a significant decline in exchange balances, dropping from 4 billion to approximately 1.7 billion tokens, a 57% decrease, which, combined with steady ETF demand, creates a structural tightness not yet fully priced in [1] - XRP ETFs have seen substantial inflows, attracting over $1.37 billion in under 60 days with 43 consecutive days of positive inflows, outperforming Bitcoin and Ethereum ETFs during the same period [2][5] - The altcoin season of 2026 is characterized by Bitcoin dominance at 59% and an Altcoin Season Index at 57, indicating potential for a full rotation into altcoins, similar to previous cycles [6][22] XRP Analysis - XRP is positioned as a primary beneficiary of institutional rotation, having repriced its regulatory and political risks, which previously held it back [3] - The bullish target for XRP is projected at $8 for 2026, assuming annual ETF inflows reach $8 to $10 billion [1] - XRP's potential surge could exceed $6-$8 if ETF inflows maintain above $400 million monthly and RippleNet expands its global banking role [26] Ethereum Analysis - Ethereum is viewed as severely undervalued, with predictions suggesting it could reach $12,000 to $18,000 if Layer 2 adoption unlocks mass usage and ETF flows rebound [10][26] - The asset is anchored in institutional finance through Layer 2 scaling and real-world asset tokenization, with significant developments from major financial institutions [9][8] - Active addresses for Ethereum are at cycle highs, indicating strong organic demand that could translate to price increases once institutional sentiment shifts [26] Solana Analysis - Solana has seen a remarkable increase in active addresses, reaching 27.1 million, a 56% weekly increase, and is positioned to benefit from the Alpenglow upgrade, which will significantly reduce transaction finality [14][15] - The institutionalization of Solana is accelerating, with ETF assets under management surpassing $1 billion, indicating growing institutional interest [16] - Predictions for Solana suggest it could reach $500-$800 if its transaction speed and low fees attract high-frequency applications at scale [26] Market Dynamics - The current market setup suggests that the leading altcoin in 2026 will depend on which narrative captures capital, with Ethereum likely leading if institutions drive the cycle, while Solana may excel if retail interest prevails [23][24] - Historical patterns indicate that Bitcoin dominance often precedes a violent rotation into altcoins, with analysts observing conditions forming for "Phase 2" of the current bull run [4][6]

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Core Insights - Bullish predictions for Ethereum's price have emerged due to comments from Fundstrat's Tom Lee and a viral post highlighting institutional adoption of the blockchain [1][8] - Ethereum continues to trade below recent highs, with technical indicators suggesting caution in the near term [1] Institutional Adoption - Tom Lee emphasized a list of 35 major financial institutions adopting Ethereum recently, showcasing a significant institutional push [2][3] - Ethereum is described as the "1 choice for global financial institutions," with over 30 recent initiatives involving banks, asset managers, and technology companies [5] - Notable examples include Kraken's tokenized U.S. stocks and ETFs on Ethereum, Fidelity's tokenized money market fund, and BlackRock's staked ether ETF filing [5] Technological Developments - JPMorgan has migrated its tokenized deposit product to Ethereum's Base layer-2 network, while Stripe is expanding stablecoin-based subscriptions on the platform [6] - Google's development of an agent payments protocol utilizing stablecoins on Ethereum indicates growing adoption by technology firms [6] Market Sentiment - The influx of institutional announcements has led to increased bullish sentiment among traders, with some viewing Ethereum's recent price consolidation as a positive sign [7][8] - Despite the optimistic sentiment, analysts note that Ethereum has struggled to maintain key technical levels [8]