CriptoAsia

Cứ mỗi bốn năm, Bitcoin lại trải qua một sự kiện quan trọng gọi là Halving. Trong sự kiện này, phần thưởng dành cho thợ đào Bitcoin giảm một nửa, làm giảm nguồn cung coin mới tham gia thị trường.
Trong lịch sử, cú sốc nguồn cung này đã châm ngòi cho những đợt tăng giá mạnh trong vòng 12 đến 18 tháng sau mỗi lần halving:
Halving năm 2012: Bitcoin ở mức khoảng 12 USD vào ngày halving và tăng lên 1.163 USD trong vòng một năm (tăng 95 lần).Halving năm 2016: Khởi điểm ở mức gần 650 USD, Bitcoin tăng vọt lên 19.783 USD vào cuối năm 2017 (tăng 30 lần).Halving năm 2020: Từ mức khoảng 8.600 USD, Bitcoin đạt 68.789 USD vào năm 2021 (tăng 8 lần).

Bitcoin is showing signs of recovery after briefly dropping below $80,000, but the rebound is not enough to confirm that the market has fully recovered. During Friday’s Asian trading session, BTC traded near $82,189, gaining 1.67% after buyers stepped in around $79,800. The price later climbed to approximately $82,500.
Asian stock markets also recovered, with South Korea’s Kospi rising nearly 3%. However, the bond market is sending a different message, suggesting that investors remain cautious about the broader economic outlook.
Bitcoin Breaks Below $80K but Quickly Recovers
Bitcoin had defended the $80,400 level twice during the previous week. On Thursday, however, selling pressure pushed the price down to $79,800.
The decline did not last long. Buyers returned within roughly two hours, helping BTC recover above $81,000 and eventually reach $82,500.
This recovery is encouraging, but traders should not ignore the bigger picture. Bitcoin has now tested the $80,000 area several times in a short period.
Key levels to watch:
Support: $80,000–$79,800Resistance: $82,500Bullish signal: A sustained move above $82,500Bearish signal: Another breakdown below $79,800
If Bitcoin holds above support and breaks through resistance, the recovery could continue. However, another rejection near $82,500 could bring renewed selling pressure.
Bond Markets Remain Cautious
While Bitcoin and Asian equities recovered, US Treasury yields showed little reversal after Thursday’s sharp decline.
The US 10-year Treasury yield fell by 13.6 basis points on Thursday, while the 20-year and 30-year yields dropped by more than 14 basis points. On Friday, the 10-year yield edged up by just one basis point to 5.07%.
This suggests that investors have not completely abandoned their concerns about economic growth.
Crypto and stock markets are attempting to recover, but the bond market indicates that uncertainty remains.
For Bitcoin traders, the key question is whether the current rebound represents the beginning of a sustained recovery or simply a temporary pause in the broader sell-off.
TSMC's Performance Raises Questions About AI Spending
Asian technology stocks also delivered mixed signals.
Samsung Electronics and SK Hynix gained more than 2%, while the MSCI Asia Pacific Index advanced approximately 1.3%.
Taiwan Semiconductor Manufacturing Company (TSMC), however, moved lower despite its positive business outlook.
TSMC reported record third-quarter revenue of NT$1.49 trillion, while analysts anticipated strong profit growth. Despite these encouraging figures, concerns about the cost and sustainability of AI investment continued to weigh on the stock.
This is an important development for financial markets.
Investors are increasingly examining whether massive investments in artificial intelligence can generate sufficient returns to justify their costs. If concerns about financing and future profitability increase, technology stocks and cryptocurrencies could face additional volatility.
South Korea's Kospi Attempts a Recovery
South Korea's Kospi index gained nearly 3% after seven consecutive sessions of declines that erased approximately 21% of its value.
The recovery followed a sharp sell-off that pushed the index to its lowest closing level since April.
Although the rebound is significant, a single positive session does not necessarily indicate that the downtrend has ended.
Investors will need to see continued buying pressure and improved market confidence before concluding that the worst of the sell-off has passed.
The same principle applies to Bitcoin: a strong bounce is encouraging, but confirmation requires sustained price strength.
Zcash Leads the Recovery as Bitcoin Outperforms Most Altcoins
Among major cryptocurrencies, Zcash (ZEC) was one of the strongest performers, rising approximately 8% to around $1,190 after suffering a significant decline the previous day.
Other major cryptocurrencies also recorded modest gains:
Solana (SOL): Approximately +1%Ethereum (ETH): Approximately +1%XRP: Approximately +1%TRON (TRX): Approximately +1%BNB: Nearly unchanged
Bitcoin gained 1.67%, outperforming several major altcoins.
This relative strength suggests that traders may still prefer Bitcoin over riskier alternative cryptocurrencies during periods of uncertainty.
When Bitcoin outperforms the wider crypto market during a recovery, it can indicate a more cautious approach to risk rather than a broad return of speculative demand.
Federal Reserve Outlook Remains a Key Risk
Investors are also watching Federal Reserve Chair Kevin Warsh's scheduled remarks at the IMF and World Bank meetings in Bangkok.
The speech comes amid concerns about persistent inflation.
September's Consumer Price Index (CPI) reportedly reached 3.7%, compared with expectations of 3.6%. Meanwhile, producer-price data showed additional inflationary pressure, while initial jobless claims came in at 199,000.
These figures could complicate the Federal Reserve's decisions on interest rates.
Higher inflation may limit the central bank's ability to ease monetary policy, while elevated borrowing costs can weigh on financial assets, including cryptocurrencies.
Traders will therefore be paying close attention to Warsh's comments for clues about the Fed's next move.
What Comes Next for Bitcoin?
Bitcoin's recovery above $82,000 is a positive development, but several factors could determine whether the rally continues.
Bullish scenario: If BTC maintains support around $80,000 and breaks above $82,500, buyers could regain control of short-term price action.
Bearish scenario: If Bitcoin loses the $79,800 level, selling pressure could return, potentially pushing the price toward lower support zones.
Market outlook: Bitcoin is recovering, but uncertainty in bond markets, concerns about AI-related spending, and the Federal Reserve's interest-rate outlook continue to create risks.
For now, traders should watch price action around key support and resistance levels rather than assuming that one recovery session confirms a new uptrend.
This article is for informational purposes only and does not constitute financial advice. Cryptocurrency markets are highly volatile. Always conduct your own research before making investment decisions.