Strategy is positioned for a 'prolonged crypto winter' after boosting cash reserve, TD Cowen says https://t.co/ggTKGr2jt6 ...

Core Insights - The cryptocurrency market is experiencing a significant downturn, with Bitcoin dropping 25% since early October and Ethereum down nearly one-third, leading to a total market capitalization loss of over $1 trillion [2][3]. Market Conditions - The current state of the cryptocurrency market is classified as a bear market, with concerns that it may evolve into a "crypto winter," characterized by prolonged price declines and a loss of confidence in the asset class [3][4]. - The downturn was catalyzed by a "flash crash" on October 10, triggered by President Trump's tariff threats, which led to a rapid sell-off of risky assets, including cryptocurrencies [5][6]. Trading Dynamics - The highly-leveraged positions of crypto traders have exacerbated the market's volatility, resulting in over 1.6 million liquidations and a record $19 billion in liquidated positions on the day of the crash [6]. - Following the liquidations, orderbooks have thinned, negatively impacting market makers and contributing to the ongoing struggle for market momentum [7]. Investor Sentiment - The crash coincided with diminishing hype around stablecoin legislation and rising uncertainties regarding tariffs, interest rates, and potential AI market bubbles, making cryptocurrencies less attractive to investors during stock market volatility [8].

'Not a crypto winter, just a cold breeze': Standard Chartered halves 2025 bitcoin target to $100K, but keeps long-term bull case https://t.co/l3yFAT2UhY ...

Users on Myriad, which is owned by Decrypt parent company Dastan, rate a 9% chance that markets are headed for crypto winter. That’s dropped from 30% since the market debuted on Friday. https://t.co/iaafeHG8Hw ...

Michael Saylor's Strategy Inc. sounds more like it's hunkering down for crypto winter than revving up a fundraising machine, writes @LionelRLaurent (via @opinion) https://t.co/MQeSHBz42l ...

Bitcoin is now below $85,000 as part of a broader flight to safety that erased a trillion dollars in total market cap from crypto assets over the past month. Meanwhile, Michael Sailor's Strategy, which owns roughly 3% of all Bitcoin, announced this morning the establishment of a cash reserve, as in cash dollars, of $1.44% billion. The stock is down now 11%. So, we're trying to figure out whether this selloff could be the beginning of something more profound, a so-called crypto winter. Maya Vu Buuinovich of ...

Group 1 - Bitcoin's options market is heavily leaning towards bearish sentiment, with the $80,000 put option becoming the most popular contract, holding over $2 billion in open interest, surpassing the $85,000 put at $1.97 billion [1] - The $140,000 call option has seen a significant decline in open interest, dropping to $1.56 billion, indicating a shift in investor expectations [1] - On-chain data suggests that short-term holders are capitulating, and if this is a standard correction, current levels could form a bottom, but falling below $80,000 may signal the start of a bear cycle [2][4] Group 2 - Analysts warn that failing to reclaim the $88,000 to $90,000 range soon could lead to new monthly lows for Bitcoin [4] - The sSOPR metric is showing a nearly two-year convergence, rebounding off its lower boundary, which may indicate a potential shift in market dynamics [4] - Despite the current state of "Extreme Fear" in the market, with a Fear and Greed Index reading of 12, analysts believe a catastrophic drop of 70% or more is unlikely in this cycle [5] Group 3 - The US-listed spot Bitcoin ETFs processed over $40.32 billion in cumulative volume last week, with BlackRock's IBIT accounting for nearly 70% of this volume [6] - Bitcoin's price has dropped 23% in the past month to $86,700, briefly nearing $80,000 on some exchanges, indicating increased market stress [6] - The accumulation phase for Bitcoin is nearing its end, suggesting that a new uptrend may be beginning [5]

RT Strategy (@Strategy)In the depths of the 2022 crypto winter, our average cost basis was $30K while $BTC traded nearly 50% below it at $16K. What did we do? We bought more. ...

>few know ico bought a metric shit ton of BNB at $3.71 and that's how we ended up surviving the great crypto winter of 2018-19 ...