# Сопутствующие статьи по теме Prediction

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

Will Bitcoin Return to $10,000? The Harsh Hypothesis from a Bloomberg Strategist Amid a Deflationary Cycle

Bitcoin faces mounting pressure, breaking below $90,000 and testing lows around $86,000, with most major cryptocurrencies also declining. Bloomberg Intelligence senior commodity strategist Mike McGlone presents a bearish outlook, suggesting Bitcoin could fall to $10,000 by 2026. He attributes this potential decline to a macro shift from inflation to deflation, where risk assets like Bitcoin may undergo significant repricing. McGlone emphasizes that Bitcoin is highly correlated with risk appetite and speculative cycles. He points to three key factors: mean reversion after extreme wealth creation, the Bitcoin/Gold ratio (which has already declined from over 30x to around 21x), and systemic oversupply of speculative crypto assets competing for limited risk capital. Not all analysts agree. Standard Chartered has revised its Bitcoin forecast downward but still expects prices around $100,000 in 2025. Glassnode notes current market stress resembles early 2022 conditions, while 10x Research warns that Bitcoin may be in the early stages of a bear market. The broader macro environment remains critical. Upcoming central bank decisions and economic data from the U.S., Europe, and Japan may determine whether deflationary pressures intensify, influencing risk assets globally. The Fed's recent rate cut and internal dissent highlight deepening policy uncertainty, making macro trends a decisive factor for Bitcoin's trajectory.

marsbit12/16 14:04

Will Bitcoin Return to $10,000? The Harsh Hypothesis from a Bloomberg Strategist Amid a Deflationary Cycle

marsbit12/16 14:04

Bitcoin Drops Below $86,000, But Is the Decline Just Beginning?

Bitcoin fell below $86,000 over the weekend, extending a broader correction that has seen it decline more than 30% since its mid-October all-time high. The broader crypto market followed, with Ethereum, BNB, XRP, and SOL all posting losses. Bloomberg Intelligence senior commodity strategist Mike McGlone issued a stark warning in a new report, suggesting Bitcoin could potentially fall to $10,000 by 2026. His bearish outlook is not based on crypto-specific factors but is rooted in a macro view of an impending global economic inflection point from inflation to deflation. McGlone argues that as liquidity tightens and growth slows, risk assets like Bitcoin—which he views as highly speculative and correlated to market sentiment—will undergo significant repricing. He highlights three key factors: a mean reversion after extreme wealth creation, the declining Bitcoin-to-gold ratio (which has already dropped ~40% this year), and systemic oversupply of speculative crypto assets competing for limited risk budgets. This view contrasts with other institutional forecasts. While firms like Standard Chartered have also lowered their long-term Bitcoin price targets, they remain significantly higher than McGlone’s prediction. Analytics platform Glassnode notes that current market stress is reminiscent of early 2022, with unrealized losses nearing 10% of market cap, indicating a sensitive but not yet panic-driven sell-off phase. The article concludes that Bitcoin's trajectory is now deeply tied to global macro conditions. Upcoming central bank decisions and economic data releases from the ECB, BOE, BOJ, and the U.S. will be critical in shaping expectations for monetary policy in 2026 and determining the direction of risk assets.

marsbit12/16 03:19

Bitcoin Drops Below $86,000, But Is the Decline Just Beginning?

marsbit12/16 03:19

The $150,000 Collective Hallucination: Why Did All Major Institutions Get Bitcoin Wrong in 2025?

At the beginning of 2025, major institutions and analysts were overwhelmingly bullish on Bitcoin, with consensus year-end price predictions reaching $170,000 or higher, driven by three core narratives: the post-halving cycle effect, massive expected inflows from spot Bitcoin ETFs, and supportive regulatory policies under the Trump administration. However, by December, Bitcoin had fallen over 33% from its October peak to around $92,000, sharply contradicting these forecasts. The collective misjudgment stemmed from several critical errors. First, the market had already priced in ETF inflows, which later underperformed and even saw significant outflows. Second, historical cycle models failed as macro conditions diverged—unlike previous cycles, 2025 faced a hawkish Fed and high interest rates, undermining Bitcoin’s performance. Third, institutional analysts often had structural biases: many worked for firms with vested interests in promoting bullish narratives, leading to over-optimistic targets that served client interests and media attention rather than reality. Finally, Bitcoin’s misclassified as a inflation hedge like gold when it actually behaves more like a high-beta tech stock, highly sensitive to liquidity conditions. The episode underscores that precise price prediction is inherently flawed in a complex, multi-variable market. When consensus forms around a narrative, it often becomes a trap. The key lesson is the importance of independent thinking, valuing contrarian perspectives, and prioritizing risk management over speculative forecasts.

marsbit12/15 14:48

The $150,000 Collective Hallucination: Why Did All Major Institutions Get Bitcoin Wrong in 2025?

marsbit12/15 14:48

Beyond Trading: A Look at the Star New Projects and Major Updates in the Solana Ecosystem

At Solana Breakpoint 2025, major updates and new projects were announced across DeFi, RWA, AI, privacy, wallets, and prediction markets. Key highlights include the mainnet launch of Firedancer, expected to boost TPS to over 1 million, and Coinbase DEX integration. In DeFi, multiple yield-bearing stablecoins were introduced: Splyce Finance launched $SFULC with 10% APY backed by real estate cash flows, while Streamflow introduced $USD+ with 3.6% APY backed by U.S. Treasuries. RockawayX and WisdomTree announced RWA yield vaults, and State Street revealed plans for a tokenized liquidity fund, SWEEP, with Galaxy Digital. Carrot introduced Turbo Tokens for leverage trading without liquidation risk, and Huma Finance partnered to provide stablecoin liquidity for稀土 mineral trading. Light Protocol introduced a new token standard, Light Token, reducing costs by 200x vs. SPL, and deBridge launched an intent-based execution model for seamless cross-chain operations. In RWA, Oro announced $StGOLD, a yield-generating gold token with physical redemption points, and Uranium Digital demonstrated on-chain uranium trading for institutions. For privacy, Arcium introduced C-SPL, an encrypted token standard, and the Cerberus Protocol for enhanced security. In AI, Solflare launched Magic AI, a decentralized assistant executing on-chain actions via natural language commands, and Glider introduced an AI-driven investment app backed by a16z. Wallet updates included Unruggable, a Solana-native hardware wallet, Solflare Shield, a card-shaped NFC hardware wallet, and Phantom integrating Kalshi's prediction markets. Finally, worm.wtf launched a leveraged prediction market on Solana.

marsbit12/15 10:39

Beyond Trading: A Look at the Star New Projects and Major Updates in the Solana Ecosystem

marsbit12/15 10:39

活动图片