Ван де Поппе: $150 000 для биткоина — только начало

cryptonews.ruPublished on 2023-01-29Last updated on 2024-12-29

Ведущий криптоаналитик и основатель MN Consultancy Михаэль ван де Поппе (Michaël van de Poppe) представил прогнозы развития цифровых активов на 2025 год.

2024 год стал переломным для индустрии. После запуска биткоин-ETF и притока более $30 млрд первая криптовалюта преодолела психологически важную отметку в $100 000. В марте цена превысила $70 000.

Ethereum-ETF

Ethereum-ETF не смог повторить успех биткоин-ETF. Старт оказался медленным, но после победы Дональда Трампа (Donald Trump) на выборах приток средств превысил $2 млрд.

Расцвет мемкоинов

Экосистема Solana породила новую волну мемкоинов. Проекты вроде Popcat, Peanutosquirrel, Dockwithhead, Hippo и Moodeng показали рост в 100 раз. Это спровоцировало появление миллионов подражателей.

Ethereum и другие альткоины пережили самый длительный медвежий тренд в истории — более трех лет. К октябрю-ноябрю 2024 года Ethereum потерял 47% стоимости относительно биткоина.

Победа Трампа изменила настроения рынка. Его лозунги «Сделаем Америку снова великой» и «Сделаем криптовалюты великими в США» активизировали венчурные инвестиции. XRP взлетел почти на 500% за месяц, подтянув за собой Hedera и Cardano.

Прогнозы на 2025 год

По мнению ван де Поппе, биткоин преодолеет отметку в $150 000 и закрепится на этом уровне перед дальнейшим ростом в 2026 году. Однако в конце первого квартала 2025 возможна коррекция на 30%. Аналитик считает, что пик текущего цикла придется не на 2025 год — циклы становятся длиннее и больше зависят от макроэкономических факторов, чем от халвинга.

DeFi может стать главным драйвером роста. Объем заблокированных средств приближается к рекордным значениям. Перспективными направлениями выглядят интеграция реальных активов (RWA) и развитие ИИ в блокчейне.

Ethereum имеет все шансы обогнать биткоин по доходности — график рыночной капитализации альткоинов показывает сильнейшую бычью дивергенцию за всю историю. Не стоит сбрасывать со счетов и мемкоины — у Dogecoin и Pepe еще будет время блеснуть.

Tron traders on alert! THIS make-or-break level will decide TRX’s next move

Tron (TRX) traders are watching a key support level as the cryptocurrency, which has gained 13.44% year-to-date, approaches a potential turning point. The asset is testing a crucial support zone between $0.318 and $0.320, a level that has previously initiated two rallies. A bounce from this support, followed by a close above $0.334, could propel TRX toward $0.353 and $0.377. Conversely, a break below $0.310 would signal a bearish shift, indicating a steeper decline. While the chart shows fading momentum into support, technical indicators offer a more bullish perspective. Bollinger Band analysis suggests the middle band has held as support on recent touches, and the Money Flow Index reading of 65 indicates continued capital inflow. The immediate price action at this make-or-break support level will determine TRX's next significant move.

ambcrypto13m ago

Tron traders on alert! THIS make-or-break level will decide TRX’s next move

ambcrypto13m ago

FBI urges OneCoin victims to claim share of $40M recovery before June 30 deadline

The FBI is urging victims of the massive OneCoin cryptocurrency fraud to file claims for compensation before the June 30, 2026 deadline. Eligible investors who purchased OneCoin packages between Q4 2014 and Q4 2019 and suffered a net loss may seek reimbursement through the U.S. Department of Justice's remission program. This program is funded by over $40 million in assets forfeited during the prosecution of the scheme's operators. OneCoin, falsely marketed as a cryptocurrency, operated as a pyramid scheme that defrauded investors worldwide of more than $4 billion. Co-founder Karl Sebastian Greenwood was sentenced to 20 years in prison, while Ruja Ignatova remains a fugitive on the FBI's Most Wanted list. The DOJ-administered program is independent of criminal proceedings and requires victims to submit petitions officially for review.

ambcrypto25m ago

FBI urges OneCoin victims to claim share of $40M recovery before June 30 deadline

ambcrypto25m ago

MSTR Slips Below $100 As STRC Preferred Trades Deep Below Par

MicroStrategy's (MSTR) common stock has fallen below $100, while its STRC preferred shares are trading significantly below their $100 par value. This pressure on the company's capital stack has renewed debate about the durability of its leveraged Bitcoin treasury model. The weakening of both equity and preferred instruments complicates future capital issuance, potentially limiting one of the channels used to fund additional Bitcoin purchases. While this does not force immediate Bitcoin sales, it reduces the company's financial flexibility and market optionality. The situation puts scrutiny on whether the corporate Bitcoin accumulation narrative, for which MicroStrategy has been a flagship example, can sustain momentum if market confidence in its securities erodes. The broader impact is largely narrative, with bulls viewing it as typical volatility for a leveraged Bitcoin proxy and bears questioning the sustainability of the model under weaker market conditions.

bitcoinist44m ago

MSTR Slips Below $100 As STRC Preferred Trades Deep Below Par

bitcoinist44m ago

Strategy Watch #5

Strategy Watch #5 analyzes institutional digital asset trends in May, highlighting diverging flows. While corporate treasuries continued accumulating Bitcoin (BTC) and Ethereum (ETH), spot ETF investors reduced exposure. Market-neutral strategies benefited as CME basis yields turned positive, reviving cash-and-carry trades. A deep dive into DeFi notes that while outflows slowed, total value locked (TVL) continued declining. The report also covers fund performance, on-chain vault yields, manager positioning as cash balances rise, and new institutional expansion initiatives.

insights.glassnode1h ago

Google's 'Reasoning King' Also Departs for Meta, Originally Recruited by Fei-Fei Li

"Google's 'King of Reasoning' Leaves for Meta, Quietly Departing After Over Eight Years. Denny Zhou, a key figure behind Google's AI reasoning advancements including work showcased by CEO Sundar Pichai, has joined Meta's MSL as a research scientist. His low-profile move, discovered via a LinkedIn update, occurred months before the high-profile departures of Noam Shazeer to OpenAI and Nobel laureate John Jumper to Anthropic. Zhou was originally recruited to Google by Fei-Fei Li's China center initiative after nearly 11 years at Microsoft. This is part of a significant talent drain at Google, with top researchers like Shazeer (co-author of the Transformer paper) and Jumper (AlphaFold lead) recently leaving for rivals. Reports suggest internal friction is a contributing factor, particularly around Google's strategic shift. The company has reportedly formed a high-priority 'AI Coding Strike Team,' involving co-founder Sergey Brin, to urgently bridge the gap in AI coding agents, potentially reallocating resources and focus away from other research directions like DeepMind's 'world model' AGI approach. This pivot towards commercially-proven coding applications may have influenced departures, as hinted by Shazeer's comment about his compute allocation being given to another team. Meanwhile, Meta continues to bolster its team, also recently hiring UC Berkeley professor and 'security godmother' Dawn Song, along with her startup Virtue AI team, as a VP of AI research."

marsbit1h ago

Google's 'Reasoning King' Also Departs for Meta, Originally Recruited by Fei-Fei Li