# Bear Market Articoli collegati

Il Centro Notizie HTX fornisce gli articoli più recenti e le analisi più approfondite su "Bear Market", coprendo tendenze di mercato, aggiornamenti sui progetti, sviluppi tecnologici e politiche normative nel settore crypto.

The Perfect Founder-Market Fit: Bear Markets Are the Ultimate Test

"Founder-Market Fit in a Bear Market: The Ultimate Test" While AI captures the vast majority of venture capital and attention, the current crypto bear market is revealing the strongest cohort of founders in four cycles. These operators, hailing from institutions like Goldman Sachs, Citadel, and Stripe, are not chasing narratives. They are converging on the now-compelling "hard problem" of institutional-grade financial infrastructure. Founder-market fit—the alignment between a specific founder's unique capabilities and a specific market's needs—is the most durable signal in venture. Products, markets, and regulations change, but this fit compounds even when prices don't. The bear market is the best environment to identify it. Talent is now concentrated on two serious verticals: AI and fintech. The quality of founders choosing blockchain for finance is unprecedented. Evidence is in who's building: founders from elite traditional finance backgrounds are tackling on-chain institutional infrastructure (e.g., Ondo's Nathan Allman, Offchain Labs' Ed Felten). Market data supports this shift, with tokenized real-world assets and stablecoins growing significantly and major banks launching products. The author evaluates founders on four traits: 1) Deep domain expertise (lived experience, not just theory), 2) High agency (ability to sell a vision based on deep market understanding), 3) Unfair network advantage (relationships that accelerate execution), and 4) Obsession (long-term commitment rooted in belief, not hype). In a bull market, momentum does the work. A bear market strips that away, leaving only belief—the observable output of true founder-market fit—as fuel. This period filters out tourists, leaving builders who see the long-term opportunity. For serious operators considering the space, the bear market is not a risk but a proving ground and the cleanest environment to build compounding advantage. The commitment is to back such founders at the intersection of market and conviction, as in every prior cycle.

marsbit2 giorni fa 07:35

The Perfect Founder-Market Fit: Bear Markets Are the Ultimate Test

marsbit2 giorni fa 07:35

Bears tighten grip on AVAX as open interest rises alongside falling prices

Avalanche's AVAX token price dropped 4.91% in 24 hours, marking one of the largest declines among top cryptocurrencies. This decline occurred alongside a rise in Open Interest, a noticeable drop in spot Cumulative Volume Delta (CVD), and funding rates turning negative, indicating strong bearish sentiment and heightened short-selling activity. The price fell below the crucial $6.50 local support zone, threatening to accelerate the downtrend toward $6.00 or lower. Despite a recent surge in on-chain transactions, AVAX has struggled to break the $7.08 resistance, solidifying a bearish market structure. With Bitcoin also trading below key support levels, overall market pressure is contributing to AVAX's weakness. A cluster of potential short liquidations in the $6.70-$6.85 zone presents a risk for a brief price rebound or short squeeze. Traders are advised to maintain a bearish outlook while remaining cautious of this potential volatility.

ambcrypto2 giorni fa 07:24

Bears tighten grip on AVAX as open interest rises alongside falling prices

ambcrypto2 giorni fa 07:24

Five Historic Indicators Simultaneously Flash Signals: Bitcoin Bear Market Bottoms Out

Title: "Five Major Historical Indicators Simultaneously Flash, Bitcoin Bear Market Hits Bottom" Bitcoin is currently down 50% from its all-time high, with the bear market persisting over 40 weeks. A set of long-term cyclical indicators suggests the market may be at or nearing a price and time-cycle low point. Key Indicators: 1. Nasdaq/BTC Relative Strength: The 14-week moving average of the Nasdaq 100/BTC ratio's RSI has reached a historically unprecedented overbought level of 72.6, indicating Bitcoin is extremely oversold relative to equities. Historically, such extremes have preceded major cycle lows and strong outperformance by Bitcoin over the next 1-3 years. 2. Long-Term Expected Returns: Past instances of extreme Nasdaq/BTC RSI readings have been followed by asymmetric positive returns for Bitcoin over a 1-3 year horizon, though the magnitude of gains has diminished each cycle. 3. Gold/BTC Relative Strength: A similar RSI indicator for the Gold/BTC ratio also hit a record high in February 2026, another signal aligning with historical cycle lows for Bitcoin. 4. Bitcoin Realized Price: The on-chain realized price (average cost basis) is currently $53,000, 18% above the spot price. Historically, Bitcoin's spot price has spent only 12% of its time below this level, and every past bear market bottom has occurred below the realized price. 5. Cycle Clock: Previous cycles saw price lows form around 60 weeks after the all-time high. The current cycle is at week 40. If this pattern holds, a low point could form around late November 2026. Conclusion: The convergence of these rare, extreme signals points to Bitcoin being at or very near a long-term cyclical bottom, likely forming before the end of 2026. This period may present a highly attractive opportunity for long-term accumulation, with an asymmetric return profile favoring significant upside over the next 1-3 years, despite noted risks like diminishing marginal returns, small sample size, and potential structural market changes.

marsbit2 giorni fa 07:13

Five Historic Indicators Simultaneously Flash Signals: Bitcoin Bear Market Bottoms Out

marsbit2 giorni fa 07:13

Bitcoin price prediction 2030: Here’s what you should know about next bull run

The article discusses Bitcoin's bearish trend since October 2025 and analyzes potential future price movements for 2030. It highlights that a market bottom, potentially between $41.5k-$45k, could occur around October 2026 based on historical fractal analysis. For a new bull run to materialize, a shift to positive stablecoin inflows to exchanges is considered a key indicator. Looking ahead to 2030, technical analysis using Fibonacci extension levels suggests a possible peak in the range of $200k-$220k, following a potential pullback to around $39.1k. However, the article cautions that the next cycle may be less explosive and take longer to complete than previous ones.

ambcrypto07/20 22:02

Bitcoin price prediction 2030: Here’s what you should know about next bull run

ambcrypto07/20 22:02

After Nine Months of Shorting, a Full Turn to Long: Renowned Trader Opens Bitcoin Positions Around 64K, Crypto Market Long-Short Divergence Intensifies

After nine months of being short, prominent crypto trader Doctor Profit has closed all his bearish positions and started buying Bitcoin near $64,000, signaling a complete bullish reversal. He argues that structural market changes—such as impending U.S. regulation (CLARITY Act) and institutional adoption via securities tokenization—are rewriting the traditional four-year cycle script, potentially bringing the market bottom forward from the widely expected September/October timeframe. This view finds some technical support from on-chain analyst gumsays, who notes a bullish divergence on Bitcoin's weekly chart has persisted for 147 days, nearing the 161-day duration seen before the 2022 cycle low. However, cycle researcher Jake Pahor presents a counter-argument based on historical data. Analyzing patterns since 2014, he identifies three common features of past bear market bottoms: a ~12-month duration from peak to trough, a sustained period of extreme fear (with a proprietary risk score below 20), and the price falling below Bitcoin's realized price (~$53,000 currently). The current cycle, only nine months from its October 2025 peak, meets none of these conditions. The debate highlights a market torn between "front-running" a potential early bottom driven by new fundamentals and waiting for confirmation through traditional on-chain and sentiment metrics. While Doctor Profit opts for aggressive buying, Pahor maintains a disciplined, tiered accumulation strategy, continuing weekly buys at current risk levels but reserving larger orders for if more extreme fear emerges.

marsbit07/20 05:46

After Nine Months of Shorting, a Full Turn to Long: Renowned Trader Opens Bitcoin Positions Around 64K, Crypto Market Long-Short Divergence Intensifies

marsbit07/20 05:46

The Gentlest Bear Market? BTC Bears Exit, ARK and Bitwise Collectively Bullish

**Title: The Mildest Bear Market? BTC Shorts Exit, ARK and Bitwise Collectively Bullish** Bitcoin continues to consolidate around $75,000 while Ethereum struggles near $1,900. Market data shows $116 million in liquidations over 24 hours, with $62.7 million from short positions, and the Fear & Greed Index remains at 35 (Fear). According to Polymarket, there's a 33% probability BTC falls below $50,000 this year. ARK Invest's Q2 2026 Bitcoin report notes technical weakness but identifies potential bottoming signals, including a record high in long-term holder supply, suggesting selling exhaustion. Bitwise's Juan Leon calls this the "structurally mildest bear market" on record, with a ~50% drawdown from highs, less severe than past cycles. He highlights institutional accumulation and a shift in investor dialogue from survival to entry points. Technical analysis from Bit suggests a potential C-wave low may have formed, with an ideal bottoming range between $50,000-$55,000. However, glassnode's CryptoVizArt warns that failure to break $66,000 could signal a local top, as new buyer accumulation is concentrated there. Analyst Darkfost identifies a critical support band between $59,000-$70,000, where 50% of BTC's circulating supply has changed hands. Notably, trader Doctor Profit announced closing all crypto short positions—including BTC shorts from $115k-$125k and over 100 altcoin shorts—for significant profit. He has begun a phased accumulation of Bitcoin spot starting at $64,000, reversing his previous $40k-$50k target, citing structural positives like regulatory clarity and institutional adoption. He argues the anticipated September/October bottom may arrive earlier than the herd expects.

Foresight News07/20 03:24

The Gentlest Bear Market? BTC Bears Exit, ARK and Bitwise Collectively Bullish

Foresight News07/20 03:24

Solana sees $70B USDC surge: Bullish catalyst or ‘hidden’ risk for SOL?

Solana has seen over $70 billion in USDC minted on its network in 2026, boosting liquidity sharply. However, this surge in stablecoin supply contrasts with declining on-chain activity and trading volumes. Despite adding millions of active users, Solana's transaction count and overall trading volume have slowed, while SOL's price remains down more than 35% year-to-date. This divergence indicates the new liquidity may be fueling speculation rather than sustainable network growth or price recovery. If this trend continues, the massive USDC inflow could become a headwind for SOL in the second half of the year.

ambcrypto07/19 09:02

Solana sees $70B USDC surge: Bullish catalyst or ‘hidden’ risk for SOL?

ambcrypto07/19 09:02

BTC Needs to Soar 92% to Rescue Buyers from Last Year's $120k Entry; First Escape Exit at $72k

Bitcoin's price hovers around $64,000, leaving buyers who entered near the $123,000 peak in July 2025 down nearly 48%. These investors require a 92.2% rally just to break even. On-chain data from Glassnode highlights key resistance levels that will test the market's strength on any potential recovery path. The Short-Term Holder cost basis sits at approximately $72,200, while the Realized Market Mean is around $76,600. These levels represent the first major supply tests, as some holders may look to exit once losses narrow or profits are restored. BTC has traded below these benchmarks for about five months. Glassnode reports that while long-term holder capitulation is cooling and buyers absorbed the June lows, a definitive market bottom remains unconfirmed. Downside risk still exists, with the bear market lower bound near $53,000 identified as residual risk. For a sustainable recovery, stronger demand must first absorb potential selling pressure at the $72,200 and $76,600 levels. Only after reclaiming these cost bases would targets like $100,000 or the $123,000 breakeven for last year's peak buyers become relevant. The market's ability to handle supply at these initial checkpoints will be crucial for any further upward movement.

marsbit07/17 07:00

BTC Needs to Soar 92% to Rescue Buyers from Last Year's $120k Entry; First Escape Exit at $72k

marsbit07/17 07:00

London Bitcoin Treasury Company at the End of Its Rope, Shareholders Vote to Sell All 668 BTC and Delist

London-based bitcoin treasury company Satsuma Technology faces a critical shareholder vote on July 20th. Shareholders holding over 20% of the company have proposed a plan to sell all of the company's 668.48 BTC and delist from the London Stock Exchange. The proposal requires at least 75% approval for two special resolutions, which are interdependent. If passed, the process would begin in early August, with the aim of returning net cash to shareholders after costs and a £2 million operational reserve. If either resolution fails, the company will continue its treasury strategy. The board is divided, with four directors recommending rejection and two in support. The company's shares have been suspended since July 1st due to delayed audited accounts. As of June 30th, Satsuma's BTC holdings were valued at £29.44 million, with the stock trading at a discount to its net asset value. This situation highlights the pressure on listed treasury companies during bear markets, testing their long-term "hold" strategies against shareholder demands for liquidity when shares trade at a persistent discount.

marsbit07/17 05:36

London Bitcoin Treasury Company at the End of Its Rope, Shareholders Vote to Sell All 668 BTC and Delist

marsbit07/17 05:36

Earning Millions Per Day, Why Can't It Save PUMP's Bearish Downtrend?

Despite generating millions in daily revenue, the native token of Solana-based memecoin launchpad Pump.fun, PUMP, is struggling amidst a major token unlock and a bear market. On July 14, 2026, 8.25% of the total supply (825 billion tokens worth ~$131.35M) was unlocked for teams, advisors, and private investors, representing roughly 20% of the pre-unlock circulating supply. This event tests PUMP's core value mechanism: using 50% of net protocol fees to buy back and permanently burn tokens, a reduction from the initial 100% policy. While Pump.fun is one of Web3's most profitable applications, with ~$94.17k in average daily revenue over 90 days, the token's price has fallen significantly from its peak. Analysts point to the halved buyback pressure, ongoing legal challenges in the US labeling the platform an "illegal digital casino," and PUMP's inherent volatility and "casino gene" as key factors deterring institutional investment and weakening price support against the unlock sell-pressure. The token's long-term trajectory is seen as dependent not on this single unlock event, but on Pump.fun's ability to sustain its high revenue, which fuels the token's buyback-and-burn scarcity model.

Foresight News07/15 06:32

Earning Millions Per Day, Why Can't It Save PUMP's Bearish Downtrend?

Foresight News07/15 06:32

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