Analysis News

Rising Bitcoin supply in loss suggests structural market weakening, indicating potential prolonged bearish conditions and unresolved downside risks.
The post Bitcoin supply in loss signals early bear market conditions: CryptoQuant appeared first on Crypto Briefing.

Bitcoin’s latest drawdown is being framed less as a technical breakdown and more as a liquidity problem, with Ki Young Ju arguing that the key inputs that sustained the rally fresh capital inflows have stalled. In that setup, he says, calls for a full-cycle, -70% style capitulation hinge on a single variable: whether Strategy turns from buyer to meaningful seller. Will Bitcoin Experience Another -70% Bear Market? In a Feb. 1 post, Ki said “Bitcoin is dropping as selling pressure persists, with no fresh capital coming in.” He pointed to a flatlining Realized Cap as evidence that incremental money is no longer entering the market, and tied that directly to market structure. “Realized Cap” has flatlined, meaning no fresh capital. When market cap falls in that environmen...

Bitcoin slid hard over the weekend and stayed low into Monday, leaving traders on edge and pushing many to reduce risk. Prices slipped from roughly $84,000 to about $74,600 in a matter of days, a drop that erased a chunk of recent gains and forced quick reassessments across markets. Nervousness around Federal Reserve leadership, rising job worries, and fresh geopolitical flashpoints all piled up at once. Related Reading: Gold Vs. XRP: One Asset Just Added 20x The Other’s Market Value Average ETF Price Above Market According to Coinglass, the combined assets of US spot Bitcoin ETFs sit near $113 billion, while reports note they hold around 1.28 million BTC. Based on those figures, the typical ETF buying price works out to an average of roughly $87,830 per coin — well ...

Ethereum price extended its decline below $2,420 and $2,300. ETH is now attempting to recover from $2,150 but faces many hurdles near $2,365. Ethereum failed to stay above $2,350 and started a fresh decline. The price is trading below $2,350 and the 100-hourly Simple Moving Average. There is a major bearish trend line forming with resistance at $2,350 on the hourly chart of ETH/USD (data feed via Kraken). The pair could start a fresh decline if it stays below the $2,400 zone. Ethereum Price Eyes Another Decline Ethereum price failed to remain stable above $2,500 and extended losses, like Bitcoin. ETH price traded below $2,420 to enter a bearish zone. The bears even pushed the price below $2,200. A low was formed at $2,155 and the price is now attempting to recover. T...

Bitcoin price extended its decline below $78,000. BTC is now attempting to recover from $74,500 but faces many hurdles near $80,000. Bitcoin is attempting to recover above $77,000 and $78,000. The price is trading below $80,000 and the 100 hourly simple moving average. There was a break above a bearish trend line with resistance at $78,400 on the hourly chart of the BTC/USD pair (data feed from Kraken). The pair might dip again if it trades below the $77,000 and $76,000 levels. Bitcoin Price Faces Resistance Bitcoin price failed to remain stable above the $82,000 zone. BTC extended its decline below the $80,000 and $79,500 levels. The bears were able to push the price below $78,000. It spared major bearish moves, pushing the price below $76,000. A low was formed at $...

Ethereum (ETH) has entered a decisive phase after a sharp sell-off erased much of its recent gains and pushed the price toward the closely watched $2,200 level. The move followed repeated failures to break above the $2,500–$2,550 zone, triggering liquidations. Related Reading: Crypto Hacks Explode: $370 Million Stolen In January Alone: Researchers With large holders taking opposing positions and on-chain data flashing caution, ETH is now at a point where both downside risk and rebound potential remain firmly in play. ETH's price records major losses across the board. Source: ETHUSD on Tradingview Ethereum Price Structure Weakens as $2,200 Comes Into Focus Ethereum (ETH) has fallen more than 20% from recent highs, briefly trading below $2,220 before stabilizing. The d...

As XRP slides below $1.60, on-chain analytics firm Glassnode has highlighted how the current structure is looking similar to that of April 2022. XRP Is Fast Approaching Its Realized Price In a new post on X, Glassnode has talked about where XRP is currently trading with respect to its Realized Price. This on-chain indicator measures the cost basis or acquisition price of the average address on the blockchain. When the spot price of the cryptocurrency is trading above this metric, it means the investors as a whole can be assumed to be in a state of profit. On the other hand, it being below the indicator suggests the majority of the supply is underwater. Related Reading: Bitcoin Death Cross That Last Preceded A 66% Drop Is Back Now, here is the chart shared by Glassnod...

The Solana price has entered the new month under pressure after losing a level that had acted as a psychological anchor for much of the past year. The token’s drop below $100 shifted market attention from recovery narratives to damage control. Related Reading: Crypto Hacks Explode: $370 Million Stolen In January Alone: Researchers Traders are now closely watching whether upcoming support levels can halt a decline that has accelerated amid overall weakness in the crypto market. Although network activity and institutional interest continue to draw attention, short-term price movements have clearly shifted into a bearish trend. SOL's price trends to the downside on the daily chart. Source: SOLUSD on Tradingview Solana Price Breaks $100 as Selling Pressure Builds Before ...

SpaceX acquires xAI as Musk pitches orbital AI data centers while reports flag mid June IPO talks targeting a $1.5 trillion valuation.
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Raoul Pal is pushing back on the idea that crypto’s current drawdown signals a broken market cycle, arguing instead that bitcoin and high-beta risk are being hit by a temporary US liquidity air pocket tied to Treasury cash management and government shutdown dynamics. In a weekend post on X framed as a takedown of “false narratives,” the Global Macro Investor founder said the prevailing story—“that BTC and crypto are broken. The cycle is over”—has become an “alluring narrative trap,” especially as “prices [are] puking each and every fucking day.” But Pal said a separate question from a GMI hedge fund client about beaten-down SaaS equities prompted him to re-check the data and rethink the driver. “What I found destroyed both the BTC narrative and the SaaS narrative,” P...