LATEST: 💰 CryptoQuant says Strategy's newly established $1.44 billion USD reserve signals the company is preparing for a potential Bitcoin bear market, marking a shift from its aggressive BTC accumulation strategy. https://t.co/sd04nmBCqE ...

Core Insights - The article discusses the potential for a Bitcoin correction in the short term versus a macro trend change that could lead to a bearish outlook in the medium to long term [1] Group 1 - The analysis focuses on the narratives that influence the Bitcoin market [1]

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]

RT Jan van Eck (@JanvanEck3)TLDR:The bitcoin bear market is being driven by the onchain reality of the halving cycle (bearish for 2026), quantum-breaking-encryption concerns and the better privacy of Zcash.@vaneckpk said it best: dollar cost average into bear markets@vaneck_us ...

Market Analysis - The report addresses the question of whether the Bitcoin bear market has started [1] - The analysis aims to determine the current stage of the Bitcoin cycle [1] - The report utilizes charts to provide insights into the Bitcoin market [1]

Market Outlook - The bitcoin bear market is considered to be over as of October 2025 [1] - The industry anticipates market volatility in the coming months, emphasizing the importance of emotional control for investors [1]

Market Sentiment - Bitcoin bear markets have never started when the majority of retail investors ("plebes") are predicting a double top and a bear market [1] - The document emphasizes the absence of historical correlation between widespread bearish sentiment and the actual start of Bitcoin bear markets [1]