# Сопутствующие статьи по теме ETF

Новостной центр HTX предлагает последние статьи и углубленный анализ по "ETF", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Analysts’ Bitcoin price predictions for Q1 2026: ‘Isn’t cool anymore’

In a November 14th analysis, Beimnet Abebe of Galaxy Trading predicted Bitcoin would decline toward the 100-week moving average, which has since been defended as support around $85.5k. He suggested sub-$80k prices would be a good buying opportunity. Meanwhile, broader concerns are emerging about crypto's declining retail interest and social media activity, raising questions about whether real-world utility can offset reduced public participation. Institutional adoption is growing, but may be moving Bitcoin away from its decentralized origins. Analyst Anthony Pompliano noted Bitcoin's volatility has significantly decreased, likely halved from previous cycles, which may prevent both extreme crashes and dramatic rallies. The 2024 bull run saw a more modest drawdown of 33.3% from its peak, unlike previous bear markets. This suggests a maturing market where holders are quicker to take profits, and ETF flows are not fully reflected in on-chain metrics. The market appears to be entering a bearish phase with low demand following the October 10th crash.

ambcrypto12/25 01:01

Analysts’ Bitcoin price predictions for Q1 2026: ‘Isn’t cool anymore’

ambcrypto12/25 01:01

Bitcoin's 'Never-Setting Sun' and Altcoins' 'Twilight of the Gods': Has the Four-Year Cycle Really Ended?

The crypto market in 2025 is experiencing an unprecedented divergence: Bitcoin (BTC) reached new highs of $125,000 driven by institutional inflows via ETFs, while Ethereum (ETH) struggled around $2,800, and most altcoins fell 80-95% from their 2021 peaks. The traditional four-year cycle—where BTC leads, ETH follows, and altcoins surge—has broken down. This "great divergence" is fueled by institutionalization. BTC has become a "digital tech stock," correlated with Nasdaq, as traditional asset managers like BlackRock channel hundreds of billions solely into Bitcoin, creating a "one-way siphon" that leaves altcoins behind. ETH faces a "midlife crisis" due to Layer 2 solutions diverting value away from the mainnet and a lack of compelling new narratives. Altcoins are in a "liquidity black hole," plagued by high FDV/low float VC tokens, meme coin fatigue, and collapsing exchange liquidity. Major 2026 forecasts from Grayscale and CoinShares predict this structural shift is permanent. They expect BTC dominance to rise further, with BTC potentially reaching $150,000, while ETH undergoes a painful transformation. Most altcoins will be wiped out in a "Darwinian cleansing," with only projects offering real utility, sustainable revenue, and a clear regulatory path surviving. The four-year cycle isn't dead but has transformed. Future cycles may be "lame bull markets" where BTC rallies alone or with minimal spillover, signaling a permanent shift from a speculative, retail-driven market to an institutionalized, utility-focused one.

marsbit12/25 00:21

Bitcoin's 'Never-Setting Sun' and Altcoins' 'Twilight of the Gods': Has the Four-Year Cycle Really Ended?

marsbit12/25 00:21

$225M XRP loss hits Evernorth – Here’s what happened

Ripple's XRP has remained below the $2 mark for over a week, with Evernorth, the largest publicly traded company focused on XRP, facing a significant shift from a $71 million unrealized profit to a $225 million unrealized loss. Despite this, XRP Spot ETFs have continued accumulating, with net inflows pushing total assets to $1.25 billion, reflecting strong institutional demand. However, XRP is under intense selling pressure from both retail and whale investors, leading to negative capital flow and money flow indicators. If selling persists, XRP could drop to $1.50, requiring a push above $2 by buyers to reverse the trend.

ambcrypto12/24 14:08

$225M XRP loss hits Evernorth – Here’s what happened

ambcrypto12/24 14:08

Calm on the Crypto Market. Why and What's Next

The cryptocurrency market is currently experiencing a period of calm, with Bitcoin and Ethereum prices showing minimal movement, down less than 1% to approximately $87,000 and $2,930 respectively. The majority of the top 100 cryptocurrencies saw price changes within a narrow 4% range, while the total market cap held steady near $2.95 trillion. Analysts from Wintermute note that despite sustained demand from institutional investors, retail traders are shifting from altcoins to Bitcoin and Ethereum, a move attributed to reduced liquidity ahead of the holidays. They argue that this institutional adoption lays a foundation for mid-term price growth, but emphasize that a Bitcoin rally must occur first to renew investor interest in riskier altcoins. This cautiously optimistic outlook is supported by VanEck, whose analysts predict a high likelihood of price increases in the next six months based on historical correlations between Bitcoin's hash rate and its price. However, short-term sentiment remains negative. The crypto fear and greed index is in the "extreme fear" zone at 24/100, indicating a prevailing tendency toward selling. This is reflected in capital outflows, with U.S. spot Bitcoin ETFs seeing a net outflow of nearly $188 million and Ethereum ETFs losing $95 million on December 23rd, marking the third consecutive session of outflows for Bitcoin funds.

RBK-crypto12/24 12:16

Calm on the Crypto Market. Why and What's Next

RBK-crypto12/24 12:16

The Four-Year Cycle Concludes, Crypto Market Embarks on a Decade-Long Protracted War

In a recent article, Bitwise CIO Matt Hougan addresses the question of whether Bitcoin's historical four-year cycle—characterized by three years of gains followed by a crash in the fourth—remains relevant. He argues that the cycle, driven by factors like Bitcoin halvings, interest rate spikes, and post-bubble crashes, is losing significance due to changing conditions. The 2026 halving may have reduced impact, interest rates are likely to decrease, and the market hasn’t seen the extreme euphoria of previous cycles. Instead, Hougan proposes a "decade-long grinding advance" as the new framework, where sustained positive forces—such as institutional adoption, regulatory clarity, and real-world applications like stablecoins—gradually outweigh intermittent negative shocks like macroeconomic events or leverage-induced selloffs. This shift suggests more moderate long-term returns, lower volatility, and periodic 20-40% corrections, marking a maturation of the crypto market since the approval of Bitcoin ETFs in early 2024. Investors should expect a prolonged tug-of-war between these forces, requiring patience and a focus on fundamentals despite short-term downturns.

marsbit12/24 12:01

The Four-Year Cycle Concludes, Crypto Market Embarks on a Decade-Long Protracted War

marsbit12/24 12:01

$1.13B flows into XRP ETFs – So why is price still stalling?

Despite significant institutional investment with $1.13 billion in net inflows into XRP ETFs since their November launch, XRP's price has struggled, declining 10.55% over the past month. These ETFs, including a notable offering from Franklin Templeton which now holds over 100 million XRP, have seen consistent daily inflows—a stark contrast to the outflows experienced by Bitcoin and Ethereum ETFs. Analysts point to extreme negative social media sentiment as a potential contrarian indicator, suggesting that such periods of high "FUD" have historically preceded bullish breakouts for XRP. The sustained ETF demand, despite price stagnation, signals strong long-term institutional confidence.

ambcrypto12/24 11:07

$1.13B flows into XRP ETFs – So why is price still stalling?

ambcrypto12/24 11:07

HashKey secures $250M for new crypto fund amid ‘significant interest’

HashKey Capital has secured $250 million in the first close of its fourth crypto fund, targeting a final size of $500 million. The fund attracted institutional investors, family offices, and high-net-worth individuals despite shifting market conditions. It will use a multi-strategy approach to invest in blockchain infrastructure and scalable use cases. The firm, which manages over $1 billion in assets, recently debuted on the Hong Kong Stock Exchange after a $206 million IPO. Meanwhile, market makers are pulling back from crypto following the October market crash, and ETF outflows suggest reduced institutional participation as liquidity tightens.

cointelegraph12/24 09:19

HashKey secures $250M for new crypto fund amid ‘significant interest’

cointelegraph12/24 09:19

Nominal Price vs. Real Value: The Gold Content of a $100,000 Bitcoin

A recent Galaxy study reveals that when measured in 2020 dollar purchasing power, Bitcoin's actual value is approximately $99,848—falling short of the nominal $100,000 milestone. This discrepancy highlights how inflation has quietly reshaped the significance of fiat-denominated price levels, a particularly relevant issue in the current institution-driven market cycle. Inflation has significantly eroded the dollar's purchasing power, with current nominal prices needing to be multiplied by 0.8 to reflect 2020 values. This means $100,000 in 2025 is equivalent to about $80,000 in 2020 terms. To match the 2020 purchasing power of $100,000, Bitcoin's nominal price would need to reach nearly $125,000—a level approached during this cycle's peak, fueling debate. For institutional investors like pension funds, real returns—adjusted for inflation—are the true measure of value, representing a key test for Bitcoin's maturation as a macro asset. Complicating matters, CPI data has become less reliable, with the Bureau of Labor Statistics halting releases in 2025 due to funding issues, making real-value assessments more difficult. Market reactions reflect this value divergence. After October's peak, Bitcoin fell 30%, and U.S. spot Bitcoin ETF assets under management dropped from $169.5 billion to $120.7 billion by early December. However, on-chain data shows underlying strength, with Bitcoin's realized capitalization reaching a new all-time high of $1.125 trillion, indicating strong long-term holder conviction. Future trends depend on several factors: monetary policy changes restoring nominal value, persistent inflation making new highs economically hollow, or ETF-driven demand pushing prices past inflation-adjusted resistance. Citi projects a base case of $143,000 by 2026, with an optimistic scenario above $189,000, largely dependent on ETF flows. Ultimately, inflation has turned Bitcoin's fiat milestones into moving targets. Ironically, while often hailed as an inflation hedge, Bitcoin's symbolic price achievements are themselves being rewritten by inflation. The market should focus not on nominal numbers but on the actual purchasing power behind them—the true indicator of Bitcoin entering a new era.

比推12/24 06:59

Nominal Price vs. Real Value: The Gold Content of a $100,000 Bitcoin

比推12/24 06:59

Top 10 AI Models Speak Out: What Do Crypto Users Care About Most in 2025?

This article summarizes the top concerns of cryptocurrency users in 2025, as predicted by 10 major AI models. The models were asked to identify the three most common questions users would have about crypto in 2025, with instructions to avoid real-time searches and base answers on long-term discussion patterns. The responses, while varied, cluster around three core themes: market cycles, profit opportunities, and risk management. Key recurring questions include: - The current market phase (bull or bear) and how long it will last. - Bitcoin's price trajectory post-halving and the market's peak. - Where to find profitable opportunities (alpha) and the best assets or sectors to invest in (e.g., RWA, AI+Crypto, L2s, Solana). - The impact of regulatory changes and ETF approvals on the market and asset safety. - How to identify scams, assess project legitimacy, and securely store assets. - Practical on-chain concerns like avoiding MEV and setting slippage. The analysis notes that the models' different focuses reflect their design and user base. For instance, ChatGPT framed questions around a structured narrative of market anxiety, while Kimi addressed granular technical issues. More capable models tended to provide sharper, more specific questions, while others fell back on broader, common themes. Overall, the collective output reveals a user mindset focused on first gauging market trends, then seeking alpha, and finally mitigating risks.

比推12/24 06:50

Top 10 AI Models Speak Out: What Do Crypto Users Care About Most in 2025?