Analysis News

As the latest US government shutdown ends and markets refocus on macro plumbing, Raoul Pal has sketched out a strikingly liquidity-heavy roadmap on X – one that, in his framework, has direct implications for crypto. “So now the US Gov has reopened, what’s next?” Pal asks. He immediately points to the Treasury General Account (TGA): “Expect a few days for TGA spending to begin to significantly add to liquidity and should persist for several months.Obviously, QT ends in Dec and the balance sheet will crawl higher. We should see the dollar begin to weaken again.” Mechanically, TGA drawdowns push cash back into bank reserves and money markets, reversing the reserve drain that built up while the government was partially shut. At the same time, the Federal Reserve has alre...

The weekly chart for XRP has compressed into a decisive structure that now sits on the edge of a major move, and the latest projection from crypto analyst Dark Defender outlines how this structure could push to as high as $36 this bull cycle. His outlook centers on an Elliott Wave pattern that started forming in June, and the chart behind the analysis shows a sequence that is approaching the point where momentum returns with force. Elliott Wave Structure Points To A Wave Three Expansion Technical analysis of the XRP’s weekly candlestick timeframe chart shows that the cryptocurrency has spent the past several months compressing inside a tightening structure, forming a narrowing support and resistance triangle. This analysis attempts to map out where this pressure lead...

What to Know: Cash App will add stablecoin send/receive using Solana rails in 2026, pushing fast, low-cost dollar payments into the mainstream. Stablecoin UX at scale shifts power to wallets that simplify cross-chain swaps, presales access, and spending – the core Best Wallet stack. Best Wallet’s utility narrative – multichain, non-custodial, integrated DEX, card roadmap – maps cleanly onto the new payments landscape. $BEST’s $17M+ presale has a $0.025945 price, with 77% APY staking that declines over time to balance rewards and supply. Jack Dorsey just widened the rails for mainstream crypto payments. Cash App unveiled plans to let users send and receive stablecoins, with the rollout targeted for 2026. In a twist that may raise maxi eyebrows, the feature will initia...

Bitcoin dropped to $96,000 on heavy selling Friday, and falling risk appetite, leaving traders and analysts parsing whether this is normal profit-taking or a larger turning point for the market. Related Reading: XRP Earns Academic Praise: University Study Calls It ‘Gold In Your Hands’ According to on-chain and market reports, the drop wiped out more than $700 million in long positions and left November down by more than 10%. Whale Transfers Draw Focus Reports have disclosed that a wallet tied to trader Owen Gunden moved 2,400 Bitcoin — about $237 million — onto the Kraken exchange, a transfer tracked by blockchain watcher Arkham. Based on analysis by Glassnode, long-term holders’ average daily spending rose from over 12,000 BTC per day in early July to roughly 26,000...

JPMorgan has put a numerical marker under this Bitcoin cycle, telling clients that the market’s “pain threshold” now sits near $94,000 — a level the bank frames as both a mining-economics floor and an answer to the question of how low spot can realistically trade before fundamentals start to bite. According to reporting by The Block, the analyst team led by Nikolaos Panigirtzoglou argues that “Bitcoin’s downside from current levels appears to be ‘very limited,’” because they “see its support price at around $94,000.” How Low Can Bitcoin Go? The core of the call is JPMorgan’s updated estimate of Bitcoin’s production cost. In their latest note, cited by The Block, the analysts say the all-in cost to mine one bitcoin has risen from about $92,000 to roughly $94,000 as ne...

What to Know: Sentiment flipped negative after Bitcoin dipped below $100K for the second time this month, turning investors cautious and rather pessimistic. However, institutions remain bullish into year-end, with many planning to increase crypto allocations as regulatory clarity improves. Bitcoin Hyper ($HYPER) and Maxi Doge ($MAXI) are among the best crypto presales that align with today’s market: one solves throughput; the other captures rotation with community utility. Quant ($QNT) provides listed exposure to interoperability, trading on major exchanges with a market cap around the $1B+ zone. Pessimism spiked after this week’s drawdown. Derivatives funding reset, retail mood turned sour, and headlines called out defensive positioning across majors. As expected, B...

What to Know: Bitcoin’s ETF-driven evolution into digital gold is softening strict maximalism and encouraging more diversified crypto portfolios. Capital is rotating into top altcoins with real narratives, especially in infrastructure, AI and DePIN rather than pure speculation. PEPENODE mixes meme culture with gamified virtual mining and multi token rewards to keep holders engaged. For most of crypto’s history the script was simple: own Bitcoin, ignore everything else. That mindset is fading. Bitcoin now behaves more like digital gold, while the real experimentation (and much of the upside) is shifting to newer chains and app layers. Spot Bitcoin ETFs accelerated that shift. Many veteran holders in the US are moving coins from self custody into ETF wrappers to gain t...

Over the last few weeks, analysts have been predicting that the Bitcoin price could crash again after the initial October 10 crash. This is because of the weakening market trends that have shown that Bitcoin is still favoring a downtrend at this point. Crypto analyst Lixing_Gan on the TradingView website also shares this view, with the appearance of a descending trend pattern that suggests that the Bitcoin price is more likely to fall than rise. Bitcoin Price At Risk Of Major Crash Below $90,000 So far, the Bitcoin price has been able to maintain its hold above the psychological level of $100,000, despite bears briefly pushing the price below this level. It has been trading in a tight range of $101,000 to $105,000 during this time, but with no notable momentum that c...

Canary Capital’s XRP ETF made a historic debut on Thursday, surpassing its competitors by hitting $58 million in trading volume on its first day, setting a record for the most traded ETF launch this year.  This milestone was lauded by Bloomberg expert Eric Balchunas on the social media platform X (formerly Twitter), underlining the remarkable success of the XRP ETF in the market. The launch of the first XRP ETF in the United States earlier today had a notable impact on the XRP price, propelling it towards the crucial $2.5 level. However, subsequent market movements saw a 4% retracement, bringing the token’s current trading price to $2.3. XRP ETF Potential Canary Capital’s CEO, Steven McClur, recently expressed confidence in the potential of an XRP ETF, suggesting tha...

On-chain data shows Bitcoin long-term holders have been ramping up their selling recently, a potential reason behind BTC’s fall under $100,000. Bitcoin Long-Term Holders Have Been Booking Profits In a new post on X, on-chain analytics firm Glassnode has discussed about the latest trend in the supply of the Bitcoin long-term holders (LTHs). These are referred to as the investors holding their coins for a period longer than 155 days, without selling or involving them in a transaction on the blockchain. Related Reading: Bitcoin Sentiment Most Fearful Since March: Is A Bottom Near? Statistically, the longer an investor holds onto their coins, the less likely they become to sell them in the future. As such, the LTHs with their long holding times are usually considered to ...