Price, relevance, conviction — Bitcoin is bleeding all three. The world’s largest cryptocurrency slipped below $76,000 in thin weekend trading, dropping about 40% from its 2025 peak and revisiting levels last seen in the aftermath of the “Liberation Day” tariff fallout. Most Read from Bloomberg What began as a sharp crash in October has morphed into something more corrosive: a selloff shaped not by panic, but by absence of buyers, momentum and belief. Unlike the October drawdown, there’s been no obvi ...

Wall Street’s love affair with cryptocurrency is on the rocks, at least for now. While 2024 and 2025 were defined by the launch of spot ETFs and Bitcoin’s (BTCUSD) relentless climb toward $100,000, January 2026 has introduced a different vibe. Bitcoin has spent the month struggling to reclaim the six-figure mark, sliding toward $82,000 on Friday afternoon. More News from Barchart Meanwhile, Ethereum (ETHUSD) had stabilized in a choppy, sideways range, then broke down bigtime in late January. The break ...

🚀 Year in Solana 2025 Edition: SOL Grows Up, Hits ATH, Gets Meme Fever Before Going InstitutionalSolana crushed 2025 as the chain where degens moved fastest, and institutional capital followed at scale!SOL hit $294 ATH then corrected -58% to current levels! But the ecosystem delivered: spot ETFs launched, corporate treasuries allocated, and TradFi giants shipped stablecoins! The chain graduated this year!Here's the year's breakdown 🧵👇1/7 ...

Core Insights - Bitcoin's momentum has sharply reversed in Q4 2025, with analysts now doubting its ability to reclaim previous highs, leading to downward revisions in forecasts [1][3] - Despite a supportive macro environment, demand is cooling, market strength is fading, and investor confidence is eroding [1] Group 1: Institutional Demand - Historically, Q4 has been Bitcoin's strongest quarter, averaging a return of 77.26%, with expectations for 2025 being even more ambitious due to increased institutional adoption [2] - Early 2025 saw significant institutional onboarding, driven by spot ETFs and new mandates, which created an access shock and mechanical inflows that drove prices [4] - By late 2025, structural buyers had built their positions, leading Bitcoin to compete with rising real yields, causing a shift in market dynamics [4][5] Group 2: Market Behavior - Bitcoin is down 20.69% in Q4 2025, defying its traditionally favorable performance period [3] - Chief investment officers began questioning the rationale for holding Bitcoin as a non-yielding asset when alternatives like T-bills and corporate credit offer returns [5] - The market is confronting the limits of passive holding, with retail distribution, corporate accumulation halting, and institutional pullback not stemming from a loss of faith in Bitcoin but due to the current high-rate environment [6] Group 3: Market Structure - Bitcoin's market structure has shifted post-ETF and halving trades, transitioning into an overcrowded macro position dominated by professional traders [7] - The previous thesis of "ETF plus halving equals number go up" has run its course, with the next phase of adoption expected to be driven by demonstrable utility and risk-adjusted yield [8]

🔥 LATEST: Strategy’s CEO Phong Le says the company will hold its Bitcoin until at least 2065, maintaining a long-term accumulation strategy as MSTR shares continue to serve as a key proxy for $BTC despite the rise of spot ETFs. https://t.co/DdVcjmX0Pi ...

Coinbase Institutional states that while the end of quantitative tightening and the Fed's return to the bond market have improved liquidity, which theoretically benefits the crypto market, Bitcoin remains under pressure. BTC has broken key bull market support, options sentiment has turned bearish, OG whales continue to sell, spot ETFs have seen significant net outflows, and treasury activity (DATs) has notably slowed. https://t.co/K1E8S6anXg ...

RT BSCN (@BSCNews)🚨 GRAYSCALE BRINGS $DOGE AND $XRP TO THE NYSE AS FULLY REGULATED SPOT ETFSDirect exposure, no wallets, no keys. What investors need to know 👇https://t.co/mFYJb8OuWU ...

RT BSCN (@BSCNews)🚨 GRAYSCALE BRINGS $DOGE AND $XRP TO THE NYSE AS FULLY REGULATED SPOT ETFSDirect exposure, no wallets, no keys. What investors need to know 👇https://t.co/mFYJb8OuWU ...

📰 #AscendEX Daily Updates🔷Ethereum's ecosystem network daily TPS hits an all-time high.🔷NYSE has approved Grayscale's DOGE and XRP spot ETFs, set to launch this Monday.🔷Tether-backed Rumble introduces cryptocurrency tipping and launches Rumble Wallet.#AscendEX #Crypto #CryptoNews ...

On Nov. 21 (ET), U.S. spot Bitcoin ETFs recorded $238 million in net inflows, led by Fidelity’s FBTC with $108 million. Spot Ether ETFs saw $55.71 million in net inflows, snapping an eight-day outflow streak. U.S. spot Solana ETFs posted $10.58 million in net inflows. https://t.co/QHxqsa3V6q ...