Bitcoin 1-year+ holding wave reflects this dynamic. This metric refers to the proportion of Bitcoin supply that has not moved for at least one year. A declining 1-year+ holding wave suggests long-term holders are distributing coins. These long-term holders know the four-year cycle playbook and started to distribute their coins in every post-halving year, i.e., 2017, 2021, and 2025.Cycles persist not merely because investors believe that “history repeats,” but because those beliefs drive positioning, creatin ...

Core Insights - Monero (CRYPTO: XMR) has experienced a significant decline of 25.6% over the past week after reaching a new all-time high, indicating investor fear amid tightening regulations in the cryptocurrency sector [1][8] Group 1: Market Dynamics - The recent decline in Monero's price is primarily linked to the technical fundamentals affecting most crypto assets, particularly the impact of leveraged trading and liquidation activity [5] - Over $2 million in long bets on Monero were liquidated in a single day, with additional millions liquidated throughout the week, leading to a significant reduction in investor accounts [6] - The reduction in open interest suggests a shrinking investor base for Monero, indicating potential challenges for future price recovery [7] Group 2: Performance Context - Monero has been identified as the worst-performing cryptocurrency among the top 15 over the past week, following its peak performance earlier in the week [8]

Key Points Ripple just got a regulatory approval that will likely benefit XRP. Zcash and Monero just experienced a significant regulatory setback. Only one of these three coins is positioned to rack up more regulatory wins. 10 stocks we like better than XRP › The expectation of regulation is pretty much the bedrock of all institutional finance. If a crypto project can't swim through regulated waters, which is to say almost everywhere, it doesn't really matter how elegant or handy its underlying t ...

Core Insights - Monero (CRYPTO: XMR) is being considered by some investors as a potential candidate to become the next Bitcoin due to its unique feature of providing on-chain privacy by default [1][2] Group 1: Comparison with Bitcoin - Bitcoin's value is derived from its fixed supply of 21 million coins and a clear investment thesis based on scarcity, which makes it easier for holders to understand its supply policy [4] - Monero's supply policy is more complex, transitioning to tail emissions with permanent block rewards that began in 2022, leading to a constant but small dilution of value over time [5] - The annual dilution rate for Monero is approximately 1%, which complicates its supply and demand dynamics compared to Bitcoin, which does not require new demand to absorb ongoing issuance [6] Group 2: Current Status and Challenges - Monero is currently popular as a privacy coin but faces growth challenges that Bitcoin does not encounter [7]

Core Insights - Monero (CRYPTO: XMR) has experienced a significant price increase, rising by 19% on January 12 and an additional gain on January 13, totaling a 44% increase over five days, although it later surrendered some gains [2] - Despite the price surge, there is no clear catalyst for this increase, such as a major protocol upgrade or favorable regulatory news, leading to uncertainty about the reasons behind the price movement [4][6] - The fundamental issues surrounding Monero, particularly its privacy features, continue to pose challenges for its long-term viability, as financial regulators view privacy technology as a potential threat to oversight [6][7] Investment Thesis - Monero's design allows for private transactions by default, which is appealing but also complicates its investability due to regulatory scrutiny [5] - The lack of new developments or changes in the regulatory landscape means that the asset's valuation does not have a solid basis for further increases [5][6] - The ongoing skepticism from regulators suggests that Monero will remain on the fringes of the crypto-financial system, limiting its potential for mainstream adoption [6][9]

Core Insights - Privacy coins have experienced significant price increases, with Monero reaching nearly $798 before settling under $650, marking a 42% rise in the past week [1] - Dash has surged over 135% to $89, becoming the best-performing digital asset this week, although it remains below its all-time high [2] - Zcash has seen a resurgence, with a 670% increase over the past year, driven by endorsements from notable figures in the crypto space [4] Market Dynamics - The rally of privacy coins is partly attributed to growing privacy concerns among investors, as highlighted by influential figures like Naval Ravikant and Arthur Hayes [3][4] - Regulatory scrutiny on digital assets, particularly stablecoins, has led to increased interest in privacy coins, as they offer anonymity that public blockchains do not [5][6] - The rise of privacy coins may be a reaction to centralized control in crypto markets, which contradicts the original intent of cryptocurrencies [6] Future Outlook - Analysts suggest that the current surge in privacy coins may be nearing its peak, with indicators such as Zcash's open interest declining since its November 15 peak [7] - There is speculation that the current narrative surrounding privacy coins could be a temporary trend, similar to previous market phenomena [7]

At the same time, producer prices and retail sales are pointing to steady but not overheating demand, which, combined with cooling inflation, supports equities and crypto while strengthening the narrative that the U.S. is in a slow‑growth, disinflationary but not outright recessionary environment.Core U.S. inflation for December came in slightly softer than expected, with core CPI around 2.6% year‑on‑year versus forecasts closer to 2.7–2.8%, easing fears of a renewed price spike and giving markets more conf ...

Key Points Monero's price has been going through the roof. The chain's technology is also among the best in its class. That doesn't make financial regulators any more tolerant of the asset. 10 stocks we like better than Monero › Monero (CRYPTO: XMR) is surging, with its price rising by more than 100% during the past three months. That means the risk of investors experiencing crypto FOMO (fear of missing out) is very high. And if the temptation is irresistible, there's at least one defensible reas ...

The crypto market cap sits at 3.32 trillion dollars, and for us watching screens a little too long, it is somehow bullish. Bitcoin price keeps pulling focus, driving the direction of the crypto market as a whole. Crypto market cap holds steady, and Bitcoin price refuses to slip; it feels like it’s about to get good. For us in the market, this is a deliberate phase. Capital is flowing back into the crypto market with intent, and the Bitcoin price keeps pushing the total cap. Since the November lows, close ...

Dash’s sharp 24-hour jump has pulled traders back toward privacy coins, and much of the move appears to be driven by leveraged positions. Dash (DASH) rose about +21% in the past day to roughly $74.9. It moved faster than Zcash, which added about 9.9%, and Monero, which gained about 3.9% in the same period, based on Coinglass data. The move took shape across global exchanges on January 14-15 as traders rotated into privacy assets and chased momentum in a market that still feels thin. Alchemy Pay said it ...