The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Analysts say the latest crypto selloff has been marked by fragmented liquidity, tight rotation and dispersion rather than pure capitulation.
Analysts see Galaxy’s lending and infrastructure businesses holding up better than trading activity during the recent crypto market slowdown.
Bitcoin's continued sell-off is reviving concerns that the market may be slipping back into a familiar four-year cycle pattern.
A Glassnode analyst noted that 44% of the bitcoin supply is "now underwater," given that the token has dropped about 30% in the past month.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Standard Chartered sees Solana evolving “from memecoins to micropayments", with forecasts of SOL to $2,000 by 2030.
The analysts outlined three crypto-driven bear case scenarios while reiterating their view that the crypto cycle could recover in 2026.
Hougan said institutional ETF and digital asset treasury flows masked the severity of losses across much of the crypto market last year.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Bitcoin has fallen below $78,000 as crypto and precious metals sell off in tandem amid ETF outflows, liquidation pressure and Fed uncertainty.
The firm argues institutional flows, U.S. policy, and sovereign-asset considerations could set the stage for the 'most consequential' cycle.
Year-to-date crypto flows and institutional sentiment declined following another $1.7 billion in weekly outflows, per CoinShares.
Analysts point to tight liquidity and a broad risk pullback as BTC fell toward $81,000 and U.S. crypto ETFs saw over $1 billion in outflows.
ARK Invest said stablecoin growth is stalling after October’s shock, with Base taking the lead in transaction volume.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Standard Chartered has estimated that up to $500 billion could exit U.S. bank deposits for stablecoins by 2028.
Analysts flag ETF outflows, defensive positioning, and macro uncertainty as reasons behind bitcoin's range-bound price action.
Gold's breakout above $5,000 and Clarity Act uncertainty are putting crypto's next market move to the test, Matt Hougan said.
Crypto funds have posted their largest weekly outflows since November 2025 as U.S.-led redemptions neared $2 billion, per CoinShares.
Since Dec. 23, bitcoin holders have realized cumulative losses totaling as much as the equivalent of 69,000 BTC, CryptoQuant said.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Bitcoin's onchain data shows persistent overhead supply and fragile conviction as the market consolidates below $90,000, Glassnode says.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on every weekday.
CryptoQuant said bitcoin’s recent rebound looks like a “bear market rally,” with demand conditions less negative but weak.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Wood removed bitcoin from his model portfolio, reallocating the 10% stake into gold and gold-mining stocks amid quantum computing concerns.
Despite the target cut, TD Cowen said Strategy remains an attractive vehicle for investors seeking bitcoin exposure.
Bitwise found portfolios combining gold and bitcoin delivered superior risk-adjusted returns across major market drawdowns and recoveries.