Market Analysis

Delivers insights into price action, technical indicators, market forecasts, and future trends. Data-driven analysis helps investors understand market dynamics and identify potential opportunities for informed decision-making.

Where Will the Money for the Next Bull Market Come From?

Where Will the Money for the Next Crypto Bull Run Come From? Bitcoin's sharp decline from $126,000 to $90,000 has caused panic and a liquidity crunch. However, structural tailwinds are emerging: the SEC plans an "Innovation Exemption" rule, the Fed is expected to begin a rate-cutting cycle, and global institutional pathways are maturing. The myth of Digital Asset Treasuries (DATs) is fading. Their buying power is insufficient (under 5% of the crypto market) and they can become net sellers during downturns. The real catalysts are institutional. The end of Fed quantitative tightening and potential rate cuts could inject liquidity. A crypto-friendly Fed leadership could further open the banking system to crypto. The SEC's shifting stance, moving crypto from a "threat" to a regulated asset class, reduces compliance barriers. Three key pipelines could deliver the next wave of capital: 1. **Institutional Entry:** Global Bitcoin and Ethereum ETFs provide a standardized entry point. Mature custody and settlement infrastructure (e.g., from BNY Mellon) enables efficient capital deployment. Even a 1-3% allocation from pensions and sovereign wealth funds would represent trillions. 2. **Real-World Assets (RWA):** Tokenizing traditional assets (bonds, real estate) creates a bridge to TradFi. The RWA market, projected to grow 50x to multi-trillions by 2030, offers massive, stable, yield-bearing assets for DeFi (e.g., MakerDAO's use of U.S. Treasuries). 3. **Infrastructure Upgrades:** Layer 2 solutions reduce costs and speed up transactions for institutional use. Stablecoins, with a $166B market cap and $4T in on-chain volume, have become a pillar for compliant, efficient settlements. The money is expected to arrive in phases: a short-term policy-driven rebound (2025-2026), followed by gradual institutional allocation (2026-2027), and finally long-term structural growth powered by RWA integration (2027-2030). The next bull run will be built not on retail speculation, but on institutional trust and infrastructure.

深潮7 ч. назад

Where Will the Money for the Next Bull Market Come From?

深潮7 ч. назад

Pump and Dump? Bitcoin and Ethereum Long-Short Squeeze, Direction to Be Decided Tonight! Best Time to Layout Altcoins: ZEC, FARTCOIN, TON Back to $8?

The cryptocurrency market is currently experiencing high volatility with significant liquidations, as Bitcoin and Ethereum remain in key consolidation zones. Over $204 million was liquidated in 24 hours, affecting over 87,000 traders. Bitcoin has been trading sideways since November 21st around $80,600, with a tightening Bollinger Band suggesting an imminent breakout. A move above $92,600 could signal a rally toward $94,185 and $96,012, while a drop below $87,600 may lead to a decline below $80,600. Post-Fed rate decision volatility is expected, and a "sell the news" scenario is possible. Ethereum continues to trade within a large range between $4,146 and $3,011. Key resistance lies at $3,138 and $3,260, while support levels are $3,050, $2,980, and $2,900. A bounce from $3,050–$3,020 could present a buying opportunity. The article emphasizes that fundamentals drive long-term trends, while technicals reflect market sentiment. Messaging and news only cause short-term fluctuations. Examples like SUI and HYPE show steady growth, whereas TON struggles despite positive news due to underlying issues. Several risky tokens have recently been listed, often a sign of low liquidity and potential market manipulation. Traders should be cautious. Two altcoins are highlighted: ZEC, which saw a 20% pump and is now above $400—consider taking partial gains; and FARTCOIN, which presents a buying opportunity in the $0.36–0.38 range with a stop loss at $0.342, targeting $0.55 upon breaking $0.42.

金色财经10 ч. назад

Pump and Dump? Bitcoin and Ethereum Long-Short Squeeze, Direction to Be Decided Tonight! Best Time to Layout Altcoins: ZEC, FARTCOIN, TON Back to $8?

金色财经10 ч. назад

From 'Criminal Cycle' to Value Return: Four Major Opportunities in the 2026 Crypto Market Outlook

The crypto market is undergoing a necessary "purification" phase, shifting from a "crime cycle" of high-FDV, low-utility projects and pump-and-dump schemes towards value-driven growth. Key 2025 trends included maturation of regulated stablecoins (with over $100B in net growth), the rise of PerpDEXs (reaching $230B open interest), and Digital Asset Trusts (DATs) attracting TradFi interest. However, many DATs and airdrops faltered, highlighting the need for real utility and sustainable tokenomics. Looking ahead to 2026, four major opportunities are identified: 1. **Prediction Markets:** Platforms like Polymarket and Kalshi, backed by institutional interest and mainstream distribution, are set to grow significantly. 2. **Stablecoin Payments:** Supported by clear regulations (e.g., the Genius Act) and adoption by giants like Visa and Stripe, stablecoin transaction volumes are surging. 3. **Mobile dApps:** With improved user onboarding and growing mobile transaction trends, apps like Fomo App are driving accessibility and adoption. 4. **Real Revenue and Value Accrual:** Protocols generating actual income (e.g., via buybacks) and sharing profits with token holders will thrive. The focus shifts from speculation to sustainable business models in trading, yield, and payments. The industry is evolving towards practical applications, genuine revenue, and clearer value propositions, making 2026 a pivotal year for crypto's maturation.

深潮11 ч. назад

From 'Criminal Cycle' to Value Return: Four Major Opportunities in the 2026 Crypto Market Outlook

深潮11 ч. назад

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