I've been in this market since 2017. I saw the euphoria when taxi drivers were telling me to buy crypto. I saw the despair when my portfolio bled -75% in a week. I thought I was used to everything.
But this... this feels different.
Everything seems to be going up, institutions are here, ETFs are live. Yet, there is this strange tension in the air. It’s not the easy euphoria of the last bull run. It feels like the calm before something massive, either a life-changing pump or... well, you know.
Last night, I closed the terminal and just went for a walk without my phone. Sometimes you need a reminder that life isn't just green and red candles.
Came back and bought a little more $BTC Because despite the nerves, I believe in the long run.
Inflation cooled and rates were cut, but traders still sold risk assets. $BTC is down about 2% near $88,100 as many lock in profits after the recent run, with added nerves around potential ETF-linked liquidation pressure if the dip deepens.
$ETH also followed the market lower, sliding over 2% to around $2,940 as selling spread across majors. On days like this, “good macro” doesn’t always matter - positioning and risk-off mood can overpower the headlines fast.
#BTC Price Analysis# #ETH #Bitcoin Price Prediction: What is Bitcoins next move?
📊 Brazil’s Largest Bank Recommends Bitcoin as a Portfolio Hedge
Brazil’s largest private bank, Itaú Unibanco, is advising investors to allocate 1%–3% of their portfolios to $BTC, framing it as a diversification tool rather than a speculative bet.
According to Renato Eid, head of beta strategies at Itaú Asset Management, Bitcoin should serve as a complementary asset, not a core holding. The focus is on long-term positioning, not market timing, with $BTC offering returns that are largely uncorrelated with domestic economic cycles.
The recommendation is closely tied to currency risk. After the Brazilian real hit record lows in late 2024, Itaú highlighted Bitcoin’s potential role as a partial hedge against FX volatility, alongside its function as a global store of value.
Itaú’s guidance references BITI11, a Brazil-listed Bitcoin ETF launched in partnership with Galaxy Digital. The fund currently manages over $115 million, providing local investors with regulated BTC exposure and international diversification.
The move reflects a broader institutional shift. Similar allocation ranges have been suggested by global banks, signaling that Bitcoin is increasingly viewed not as an outlier, but as a structured portfolio component in emerging-market risk management.
Question: Is a 1%–3% $BTC allocation becoming the new conservative baseline for institutional portfolios? #BTC Price Analysis##Bitcoin Price Prediction: What is Bitcoins next move? #BTC #Brazil
$BTC continues to exhibit volatility, with recent rallies encountering significant selling pressure near the intra-day range highs. This persistent resistance suggests that traders are cautious, particularly in light of macroeconomic factors influencing the broader financial landscape.
Market analysts are closely monitoring the implications of potential interest rate cuts from the Bank of Japan, which could further exacerbate downward trends not only for $BTC but also for various altcoins. The anticipation of these monetary policy adjustments may create a ripple effect across the cryptocurrency market, prompting investors to reassess their positions.
While $BTC remains a focal point, other cryptocurrencies are also feeling the impact of this uncertainty. Investors are advised to stay vigilant as market dynamics shift, particularly with the backdrop of traditional financial movements influencing crypto valuations.
📊 Tuesday Crypto Pulse - $BTC and Market Highlights
Happy Tuesday, everyone! Crypto markets are reacting to a mix of network stress, institutional accumulation, and macro optimism. Here’s what matters today 👇
🔥 Top Crypto Headlines
• #Bitcoin hash rate dropped by ~8% following raids in China targeting illegal mining farms - a short-term network shock, but historically such events tend to rebalance difficulty over time.
• Strategy retained its position in the #Nasdaq 100, reinforcing Bitcoin exposure within traditional equity indices.
• Citigroup forecasts the S&P 500 reaching 7,700 in 2026, signaling continued optimism for risk assets in the medium term.
• Last week, Strategy acquired 10,645 BTC (~$980M), while BitMine added 102,259 ETH (~$298M) to its balance sheet - institutional accumulation remains strong.
• Nvidia unveiled Nemotron 3, new open-source AI models for code, text, and general-purpose tasks, strengthening the AI–crypto narrative.
• MetaMask added Bitcoin support, expanding #BTC accessibility for millions of users.
• Research warns that liquidity on crypto exchanges is critically low, raising concerns about potential market instability similar to past flash crashes.
• Ripple’s RLUSD stablecoin is set to launch on Optimism, Base, Ink, and Unichain, accelerating multi-chain stablecoin adoption.
📌 Institutional buying continues, infrastructure is expanding, but liquidity risks and network disruptions remain key variables to watch.
#BTC Price Analysis##Bitcoin Price Prediction: What is Bitcoins next move?
🇺🇸 US Congress pauses crypto regulation $BTCregulation
US Congress has decided to delay work on the crypto market structure bill until next year. While the market is searching for positive signals, lawmakers are not in a hurry. No urgency, no pressure, just business as usual in Washington.
For now, crypto continues to operate without new rules, keeping the market in wait-and-see mode.
#BTC Price Analysis #Bitcoin Price Prediction: What is Bitcoins next move?
฿$BTC — Attempting a Bounce Below a Key Downtrend Line
Bitcoin is trying to stabilize after successfully defending the $88,000 support zone, where buyers stepped in to slow down the sell-off.
Price is now pressing against a major descending trendline that has capped every recent bounce. A rejection here would keep the corrective structure intact and could trigger another leg down.
However a clean and sustained breakout above $90,500 would significantly improve the short-term outlook and could ignite a fast upside move.
This is a critical decision zone either BTC gets rejected and dips again or it breaks out and leaves late sellers behind. The window to position is closing fast. #BTC #BITCOIN
Why Holding Bitcoin Is No Longer Enough for Public Crypto Firms
Twenty One Capital (XXI) debuted on the NYSE with one of the largest corporate $BTC treasuries on record, but shares fell nearly 20% on day one. The market’s message was clear: simply holding Bitcoin is no longer enough to justify a premium valuation.
Key Takeaways:
XXI’s shares traded near the net value of its 43,500 $BTC , signaling fading mNAV premiums for Bitcoin-heavy equities.
Investors now demand visible revenue streams, operating leverage, and cash-flow narratives, not just asset exposure.
Market conditions, including SPAC fatigue and a recent BTC pullback, amplified skepticism toward balance-sheet-only valuations.
The shift highlights a broader trend: Bitcoin treasury firms must prove they can generate durable returns beyond price movements, rather than relying solely on crypto holdings. In this new environment, vision alone no longer commands investor confidence. #BTC Price Analysis# #Bitcoin2025#Bitcoin Price Prediction: What is Bitcoins next move?#
CryptoQuant CEO Declares Meme Coins “Dead,” but Many Still See Rebound Potential
CryptoQuant CEO Ki Young Ju has called meme coin markets “dead” as recent on-chain data shows meme coin dominance in altcoin markets has dropped to multi-month lows.
This declaration has sparked debate within the cryptocurrency community. Some suggest that the bottom is near, while others see mounting losses and shrinking liquidity as signs of serious decline.
Meme Coin Dominance Hits Lowest Point Since Early 2024
Data from CryptoQuant shows that meme coin dominance in altcoin markets has declined continuously this year. It peaked at around 0.109 in November 2024. However, the metric now sits at 0.034, matching lows from February 2024. This decline signals a clear move away from speculative meme tokens.
CoinGecko data reinforces this picture. Market capitalization across meme-coin sub-categories surged into a clear peak in late 2024 and early 2025, before entering a sustained downturn. On a yearly basis, leading meme tokens have suffered heavy losses.
Performance of Meme Coin Sectors. Source: CoinGecko
Dogecoin (DOGE) is down 66.3%, while Shiba Inu (SHIB) has fallen 71.3%. Losses are even more pronounced for Pepe (PEPE), which declined 81.6%. Lastly, Bonk (BONK) shed 76% of its value over the same period.
Overall, the meme coin market has dropped by 65.9%, according to Artemis data. Solana’s meme coin sector has been especially hard hit. Joao Wedson, founder and CEO of Alphractal, observed that,
“Meme coins and altcoins in the Solana ecosystem just hit their worst phase — for many, they’re simply dead.”
He also noted that payment-focused altcoins remain resilient, indicating a divide between utility and speculation.
Why Did Meme Coins “Die”?
Analysts outlined several reasons for the decline in meme coin dominance. A trader argued that ultra-cheap launches, lacking protection against rug pulls, have eroded trust, community, and long-term holding, leaving only short-term extraction.
“You literally can thank Pumpfun and Alon for this..It should never have costed under $1 to launch memecoins with zero protection against rugs. We entirely lost the sense of community and HODL from being rugged so many times. Nobody has faith, everyone just extracts,” the DeFiApe posted.
Notably, research by Solidus Labs found that 98.7% of tokens launched on Pump.fun exhibited signs of pump-and-dump schemes. In parallel, activity on Raydium reveals that roughly 93% of liquidity pools, representing about 361,000 pools, display indicators commonly associated with soft rug pulls.
Analyst Mikko Ohtamaa further added that the sector has become overcrowded.
“The world does not have enough attention for 25,000,000 memecoins. And even with the winners, ‘investors’ lose money….Because there is no investment in memecoins, there is only participation in a pump. You do not buy memecoins because you invest in them; you buy memecoins because you think it will pump, and you hope to sell at the top. You do not care about crime; you want to be part of the crime,” the analyst remarked.
Will Meme Coins Recover?
Despite prevailing negativity, some remain convinced that meme coins will rebound. They pointed to the decline in the dominance as a signal of a potential bottom.
Gordon, a well-known commentator, argued on X that meme coin critics are “incredibly short sighted and low IQ.” He stressed that meme coins have been a primary driver of crypto attention and volume, predicting a future resurgence.
“The only reason there is any attention on crypto is meme coins. The only reason there’s any volume is meme coins. Meme coins aren’t going anywhere and they will lead the next bull run,” he claimed.
For now, the memecoin market stands at a crossroads. Whether recovery or decline continues will depend on wider market conditions, shifting sentiment, and the ability of legitimate projects to set themselves apart from scams.
Bitwise Says 1.3M $BTC Bitcoin by 2035 Is the Conservative Target
Bitwise’s CIO shared a valuation model where BTC hits 1.3M dollars by 2035 assuming its share of gold’s market cap rises from 9 percent to 25 percent. With gold’s own price climbing the old 1M per $BTC target is starting to look almost cheap. So when do we start pretending this is realistic financial planning. #BTC Price Analysis# #BTC #bitcoin
Bitwise Says 1.3M $BTC Bitcoin by 2035 Is the Conservative Target
Bitwise’s CIO shared a valuation model where BTC hits 1.3M dollars by 2035 assuming its share of gold’s market cap rises from 9 percent to 25 percent. With gold’s own price climbing the old 1M per $BTC target is starting to look almost cheap. So when do we start pretending this is realistic financial planning. #BTC Price Analysis# #BTC #bitcoin