Bitcoin investors are largely back in profit, with supply profitability nearing 60%. However, onchain data from CryptoQuant suggests it's premature to confirm a new bull market, citing the need for sustained trends and long-term holder behavior.
Matt Hougan de Bitwise prédit que le prochain bull market crypto proviendra de la convergence entre finance traditionnelle et onchain. Il cite Hyperliquid, plateforme crypto s'étendant aux actifs traditionnels, et Robinhood, courtier lançant sa propre blockchain pour actifs tokenisés, comme exemples clés de cette mutation.
Bitwise CIO Matt Hougan argues the next crypto bull market will be driven by institutional finance, stablecoins, tokenization, and real financial activity on blockchain rails, rather than speculation. This comes as crypto majors are flat, BTC ETFs see inflows, and SEC warns on DeFi, while bridge exploits highlight security risks.
Bitwise CIO Matt Hougan predicts Bitcoin is showing signs of bottoming, with the next crypto bull market to be driven by TradFi integrations like Hyperliquid and Robinhood. This convergence is expected to lift major cryptocurrencies and crypto equities, supported by re-accelerating apparent demand for BTC.
Hedge fund manager John Paulson believes gold is in the early stages of a long-term bull market, citing declining faith in paper currencies and growing demand from central banks and the private sector. He advises investing in early-stage gold miners, specifically mentioning NovaGold Resources.
Jim Cramer expressed concern over a flood of new stock and bond issuances, including major deals from Alphabet, SpaceX, and Amazon, potentially threatening the bull market by overwhelming sidelined capital and demand.
Donald Trump's financial disclosure reveals millions earned from crypto and tech stocks like Apple and Nvidia. Despite a strong market, stock ownership is concentrated among the wealthiest Americans, exacerbating the wealth gap.
Stablecoin infrastructure company StablecoinX completed its merger with TLGY Acquisition Corp and will begin trading on Nasdaq as "USDE" on Friday. The company, which supports the Ethena ecosystem, faces a challenging crypto bear market despite its public debut.
Stablecoin infrastructure company StablecoinX merged with TLGY Acquisition Corp and began trading on Nasdaq under the symbol "USDE." The company, focused on supporting the Ethena ecosystem, faces a challenging crypto bear market despite its public debut.
Despite a prolonged crypto bear market and significant job cuts, mergers and acquisitions in the digital asset sector reached $9.37 billion in H1 2026. This consolidation is fueled by traditional financial institutions seeking established infrastructure and regulatory clarity, alongside blockchain networks acquiring consumer-facing applications, while the workforce shifts towards AI and compliance expertise.
A sharp sell-off in major technology stocks has sparked concerns that the artificial intelligence boom driving the market may be overvalued. The rout impacted global markets, with the S&P 500 and Nasdaq Composite experiencing significant declines, while Asian markets like South Korea's Kospi plunged.
Selon le trader Bob Loukas, Bitcoin pourrait chuter à 53 000 $ avant de connaître un nouveau marché haussier en 2028. Cette correction s'inscrirait dans un cycle classique de quatre ans.
Rick Rieder of BlackRock sees an "extraordinary period" in the market, advising investors to "stay in it" despite uncertainty. He believes the bull market has room to grow due to strong cash inflows, buybacks, and reasonable valuations, even with AI-driven tech spending.
Bitcoin has shown an unprecedented 90-day uptrend within its bear market, leading analysts to label it a "bull market rally." While BTC hit local highs near $83,000, confirmation of a true bull market may require reclaiming the weekly supertrend near $90,000.
Cerebras Systems saw its stock jump 68% on its first day of trading, closing at $311.07. The AI-focused chipmaker raised $5.55 billion, marking the largest U.S. tech IPO since 2019 and signaling a potential resurgence in the tech public market.
Cerebras Systems, a Silicon Valley chipmaker, debuted on Nasdaq with a stock price opening at $350, valuing the company over $100 billion after raising $5.55 billion in its IPO, the largest for a U.S. tech company since Uber in 2019.
Malgré la guerre dans le détroit d'Ormuz et l'inflation américaine à 3,8%, les marchés actions (Nasdaq, S&P 500) et Bitcoin (au-dessus de 80 000 $) montrent une résilience inattendue, portés par la spéculation et les liquidations de shorts plutôt que par des achats convaincus.
Bitcoin’s MVRV ratio suggests a shift to bullish momentum as BTC's market structure strengthens, which may be an early sign of a new bull market.
Bitcoin’s MVRV suggests a shift to bullish momentum as BTC's market structure strengthens, which may be an early sign of a new bull market.
The traditional Bitcoin playbook — that expanding global M2 drives capital into risk assets with crypto capturing disproportionate share — has broken down. While March 2026 US M2 printed at $22.7 trillion (up 4.6% YoY), Bitcoin failed to hold $76,000 as the transmission mechanism shifted from Fed balance sheet expansion to Treasury issuance, reserve management, and cash balance dynamics. Real Vision's Jamie Coutts argues the $60,000 zone represents a value floor, with the bull case requiring inflation cooling, Treasury cash declining, and reserves rebuilding. The bear case sees debt issuance overwhelming liquidity growth, forcing Bitcoin to trade as high-beta risk exposed to funding conditions.
Bitcoin dropped over 2% on Monday, falling to $76,567 as US-Iran war concerns guided macro markets. Traders are watching key moving averages including the 21-week EMA and 200DMA, with bulls needing to clear the low $80,000 area. Analysts remain cautiously optimistic about potential upside to $85-88K in May if Bitcoin reclaims its bull market support band.
Bitcoin brought its bull market support band as a key level for BTC price action to reclaim during the weekly candle close.
Bitcoin is experiencing a divergence where derivatives traders remain bearish while spot ETF inflows and price resilience suggest a potential bottom. Despite this, macro headwinds and regulatory constraints continue to cap the potential for a broad bull market.
Bitcoin is approaching a point where the market may have to choose between two very different outcomes. Traders are still paying to stay short, yet price, ETF flows, and market leadership are no longer behaving as if the market were stuck in a collapse. In a recent X post, Alphractal analysts argued that Bitcoin funding […] The post Bitcoin only 21 days away from real bull market rally? Shorts pile in just as spot demand starts pushing back appeared first on CryptoSlate.
