In an environment where tighter monetary policy typically pressures risk assets, Ethereum has attracted over $1 billion in buying interest despite a hawkish stance from the Federal Reserve, which typically tightens liquidity and weighs on markets. That kind of inflow suggests that investors aren’t just reacting to short-term narratives, but are positioning around longer-term conviction in the network. Why Ethereum Is Holding Strong Against A Hawkish Federal Reserve Ethereum is showing a notable mix of short-term weakness and underlying demand, despite the hawkish Fed macro backdrop that is in place. Crypto analyst Darkfost has highlighted on X that ETH recently rebounded above $2,450 before facing a roughly 10% correction despite the price still trading within a broader range. Related Reading: Ethereum Traders Shift: Spot Market Weakness Drives Rise In Derivatives Trading The move back below the $2,300 level could have signaled weakness, but instead it appears to have triggered aggressive buying interest. Within 1 hour, the taker buy volume on Binance surged above $1 billion. A similar reaction was also seen on OKX, where nearly $20 million in buying flows were recorded over the same period. That kind of move suggests that these price levels are where some investors aggressively stepped in on the long side, waiting to take advantage of the pullback. This buying move came even as the Federal Reserve had announced that it would keep interest rates unchanged in the 3.5% to 3.75% range. Also, the institution indicated that short-term inflation could move higher, notably due to the rise in energy prices. Darkfost noted that despite this relatively Hawkish tone, some market participants still appear willing to bet on a more constructive short-term outlook for ETH. Why The Next Decade Could Be Transformational For Ethereum The disconnection between expectation and reality is where most investors go wrong with Ethereum. According to Shibatarzan, many enter the market expecting a quick upside in a few weeks, and when that doesn’t happen, they feel disappointed. In reality, investing in ETH should be based on where it can stand over the next 10 to 20 years. Related Reading: Ethereum Net Taker Volume Rises To Most Positive Level Since 2023 – Bullish Reversal Soon? Shibatarzan stated that in the meantime, the journey won’t be smooth, it will have drawdowns. In fact, those periods of weakness often present the best opportunities to accumulate. Also, there’s a shift happening in how investors engage with ETH. Instead of simply holding, many investors are finding ways to make their assets productive, through platforms like Strato_net, turning idle capital into yield while waiting for the broader thesis to play out. In Strato_net, investors are not just investing in an asset, but investing in the future of an ecosystem. Over the last 5 years, ETH has been developing at an incredible pace, with Shibatarzan predicting that the next 10 to 20 years of ETH will bring larger progress, drawing a parallel to the early internet days. Featured image from Getty Images, chart from Tradingview.com
When Gary Gensler left the US Securities and Exchange Commission in January 2025, Bitcoin was trending higher, and many expected a more favorable regulatory backdrop to drive further upside. Instead, BTC has fallen sharply to a zone that complicates a once-popular narrative that regulation, or Gensler specifically, was the primary force holding the market back. Bitcoin’s Price May Be Saying More About Markets Than Regulators The market reaction to regulatory change hasn’t played out the way many expected. Analyst Benjamin Cowen has mentioned on X that when Gary Gensler stepped down from the US Securities and Exchange Commission (SEC) in January 2025, Bitcoin was trading around $109,000. Today, it sits closer to $75,000. Related Reading: Crypto Markets Rattle As Bitcoin Sinks Under $77K Following Oil Spike Cowen argues that one major reason the crypto markets have suffered is that market participants started to lose faith in the industry itself. After Gensler left, it essentially just opened the floodgates to the grift age of crypto. During the period, the influencers and politicians were launching memecoins and rug-pulling their followers every day, without fear of any repercussions. This led to a massive misallocation of capital, with liquidity flowing into speculative assets instead of strengthening the broader ecosystem. While people celebrated Gensler’s exit, it marked a turning point in the industry, with BTC only marginally going higher before entering a bear market. According to Cowen, now that some people are celebrating Jerome Powell’s removal as chair of the Federal Reserve, it is a sign that history could repeat itself. They celebrated it in the short term, which will mark a turning point in credibility for the Fed in a few years. If the Fed becomes another cabinet within the executive branch, it may lead to a lack of trust in the institution. In a few years, participants will realize that markets were better off with Powell than without him. Liquidity Sweeps Into FOMC Are Becoming A Familiar Setup Bitcoin has shown a consistent pattern around Federal Open Market Committee (FOMC) meetings, and it’s not bullish in the short term. A crypto trader known as Max Trades highlighted that following the last seven FOMC meetings, BTC dropped sharply after each decision. Related Reading: Bitcoin Setup Suggests Liquidity Hunt Before Next Directional Move What makes the current setup notable is how closely it mirrors the conditions seen before the March meeting. Back then, price rallied into the event, repeatedly sweeping local highs while building a large pool of liquidity below. That structure marked the local top, followed by a 13% correction that erased most of the prior move. Heading into the current interest rate decision, these factors are in place, with BTC price trading just below a major higher-timeframe resistance level, adding another layer of confluence to the downside scenario. However, if this same scenario plays out similarly, the BTC price could point to the formation of another local top around this event. Featured image from Pixabay, chart from Tradingview.com
Bitcoin's rebound is running straight into one of the few events it can't price in advance. After climbing back toward $80,000 on the back of renewed institutional buying and a nine-day ETF inflow streak, BTC pulled back to around $76,500 on Tuesday before recovering early Wednesday to around $77,800 as the Federal Reserve began its […]
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Bitcoin is heading into a rare macro window where the first reaction may age fast. The Federal Reserve is scheduled to conclude its April meeting on April 29, with the FOMC decision and press conference landing that afternoon. The next morning, the US Bureau of Economic Analysis is scheduled to release the first quarter GDP and […]
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Just as investors were trying to steady the 2026 rate outlook, the oil market handed the Federal Reserve a fresh inflation problem. The Fed meets on April 28 and 29. On April 30, the US Bureau of Economic Analysis (BEA) is scheduled to publish the advance estimate for first quarter GDP alongside March personal income […]
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The world's central banks stopped arguing about whether stablecoins are risky long ago. Their main concern now is about who will control them and how. On April 20, BIS General Manager Pablo Hernandez de Cos called for global cooperation on stablecoins, describing it as “critically important.” The Bank for International Settlements, often called the central bankers' […]
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Bitcoin is heading into one of the year's largest options expirations at the worst possible moment. CoinGlass data shows roughly $8.07 billion in notional open interest for Deribit's options expiring on April 24, split between 56,300 calls and 49,540 puts. While the ratio itself leans bullish, it's sitting against one of the most uncertain macro […]
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Kevin Warsh is set to become the first Federal Reserve chair with disclosed crypto holdings, and the first whose policy instincts could still squeeze the sector harder than his predecessors. Most Americans don't follow Fed personnel drama closely, but they feel its aftershocks every month through mortgage rates, savings yields, and the temperature of equity […]
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Treasury Secretary Scott Bessent's call for the Fed to hold off on rate cuts reflects a problem that reaches far beyond Washington: war-driven inflation is keeping the door to cheaper money shut. Reuters reported that Bessent urged caution because the Iran conflict is lifting fuel costs and complicating the inflation outlook. The Fed's own March […]
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A subtle shift in US payment infrastructure could be opening an unexpected door for XRP. The latest proposal from the Federal Reserve to expand FedNow capabilities is sparking new conversations across the digital asset space, and XRP may be quietly entering the spotlight. Ripple’s Vision Aligns With Evolving Payment Infrastructure A transformative shift is unfolding in the US payment infrastructure, one that could impact Ripple and the role of XRP. Analyst XFinanceBull has revealed on X that the Federal Reserve has proposed expanding FedNow to allow banks and credit unions to use intermediaries for fund transfers. Related Reading: XRP Might Be The Most Recognizable Names In RWA, But Is It The Leader? Here Are The Numbers This move goes beyond the current limitation of direct transfers strictly between two US banks. Furthermore, the proposal could open the door for intermediaries to help bridge and facilitate the international side of the payment. XFinanceBull highlighted that Ripple National Trust Bank has already been conditionally approved by the Comptroller of the Currency (OCC). This charter would allow Ripple to custody digital assets, offer lending services, and gain direct access to the Federal Reserve System, such as FedNow for instant payments. The next step is the Fed Master Account application, which would directly connect a chartered bank to the Federal Reserve’s payment systems. Ripple is still waiting on this approval, and this is not speculation. Furthermore, research published in a peer-reviewed journal by the Financial Planning Association has explored how Ripple and XRP are building the bridge for cross-border transactions. It specifically noted that possible integration points include systems like FedNow access and participation in the discount window for liquidity support. By connecting the dots, the Fed is expanding FedNow to support cross-border payments through intermediaries, and Ripple already has a conditionally approved national bank charter. The Fed Master Account is the final piece that would connect Ripple directly to the Fed’s instant payment infrastructure. Meanwhile, over 300 financial institutions have been reported to be using it, adopting, or exploring XRP. At the same time, Ripple’s involvement with global institutions such as the IMF and the Bank for International Settlements underscores its focus on interoperability within the existing digital money. XFinanceBull concluded that this is not about replacing the system, but about becoming part of it. The Fed has just opened the door, and Ripple may already be holding the conditional key, waiting for final approval to step fully into the system. How XRP Enables Instant Currency Conversion XRP is rapidly redefining how value moves across the global financial system. An Ambassador known as Ledger Man has stated that XRP functions as a powerful bridge currency, capable of converting local currencies such as the Iraqi Dinar, Vietnamese Dong, and Venezuelan Bolivar into US dollars with speed, efficiency, and full transparency. Related Reading: Ripple Introduces New System To Merge Corporate Finance And Digital Assets With the system already going live through partnerships with firms like Temenos, this could be the future of digital banking and cross-border payments. Featured image from Getty Images, chart from Tradingview.com
Washington is in a generous mood with its banks. In March, federal regulators unveiled a sweeping overhaul of capital requirements (the financial cushions that banks must hold to absorb losses in hard times), and the headlines wrote themselves: deregulation, relief, billions freed up for lending and buybacks. The proposal would cut the required capital for […]
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Crypto pundit Chad has drawn a connection between Ripple and XRP with SWIFT. This comes as Ripple continues to expand its payment services and other operations, further integrating XRP and RLUSD into traditional finance (TradFi). Pundit Draws Attention To The Connection Between Ripple And XRP In an X post, Chad noted that Ripple Treasury and XRP are now connected directly to SWIFT. This came as he highlighted Ripple’s listing of SWIFT as one of its connectivity partners for payments. The treasury management firm stated that it is part of the SWIFT Certified Partner Program. Related Reading: XRP Analyst Shares What To Expect Once Ripple Taps This $12.5 Trillion Industry As part of the SWIFT Certified Partner Program, Ripple Treasury stated that it offers global bank connectivity and hosting options for SWIFT’s Alliance Lite2 platform. As part of the Ripple, XRP connection with SWIFT, Ripple Treasury has also partnered to offer SWIFTRef data for IBAN and ABA lookups directly from within its workflow. Additionally, Ripple Treasury has partnered with Fides, which works closely with platforms such as SWIFT. Fides helps Ripple Treasury to extend multi-bank connectivity to customers around the globe. Meanwhile, Chad also pointed out how Ripple and XRP, by proxy, are basically integrated into the financial system. This is through Ripple Treasury’s ClearConnect connectivity layer, which provides connectivity to banks worldwide. The pundit noted that for any bank not yet connected, it now takes only 7 days to install the API and connect. At the moment, Ripple Treasury is connected to NetSuite, Oracle, SAP, Infor, Workday, and MS Dynamics. It is worth noting that this Ripple Treasury’s connectivity layer enables customers who hold crypto assets across multiple platforms to connect to these providers, so they can view their entire portfolio on their treasury management system without needing separate systems. Acquiring GTreasury Was Ripple’s Biggest Move In another X post, Chad stated that GTreasury was the “single biggest move” that Ripple has ever made. This came as he alluded to Ripple’s latest move to launch the first management system with native on-chain capabilities. This move integrates XRP and RLUSD into the Ripple Treasury, allowing customers to use these crypto assets in the same environment as fiat. Related Reading: Why SWIFT’s Latest Global Payments Infrastructure Is Bullish For XRP Holders The pundit remarked that Ripple doesn’t need the CLARITY Act to operate, as the crypto firm continues to integrate XRP into mainstream finance. It is worth noting that Ripple is also close to becoming a national trust bank, which could further give the crypto firm access to the U.S. banking system. Additionally, the firm has applied for a Fed Master account, which would enable it to use the Federal Reserve’s payment rails for its stablecoin operations. At the time of writing, the XRP price is trading at around $1.31, up in the last 24 hours, according to data from CoinMarketCap. Featured image from Adobe Stock, chart from Tradingview.com
Even the safest corners of the market can start to look uneasy when oil jumps, war drags on, and investors begin to wonder whether inflation is heading back in the wrong direction. That was the message we got from Tuesday’s sale of 2-year US Treasuries. These are short-term government bonds, and they're widely watched because […]
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The Federal Reserve has shaken the global scenario after Chair Jerome Powell said a rate hike could still happen if tensions in the Middle East increase. He added that decisions will be made meeting by meeting. This comes even as many expected the central bank to start cutting rates. While no final decision has been …
A crypto analyst who previously warned traders and investors that the recent Bitcoin (BTC) price surge could be a fluke has shared a new update. Confirming that his earlier prediction was accurate, the analyst now provides insight on where Bitcoin is really headed as it continues to navigate the ongoing bear market. Where The Bitcoin Price Is Headed Next DeFi researcher and market analyst Sherlock has taken to X to share a fresh update on an analysis he published earlier last week. In this new report, Sherlock presented a rather foreboding Bitcoin price forecast, suggesting that the world’s largest cryptocurrency is heading toward new lows around $53,000 soon. Related Reading: Pundit Shares Everything To Understand About Bitcoin, ‘This Cycle IS Different’ He emphasized that the $53,000 level was not a random bearish target but a point established after multiple data signals converged, which also corresponds to Bitcoin’s next weekly support level. According to Sherlock, Bitcoin’s record high last week near $76,000 was a deviation he had anticipated despite some traders hoping that the rebound could become a sustainable breakout. The analyst noted that the weekly candle on the chart is expected to confirm this deviation trend if it closes below $72,500. Sherlock also drew parallels to a January price movement, when the Bitcoin price climbed to $94,500 before crashing by approximately 38%. Usually, in crypto market terms, this type of action is called a “fakeout,” which is when the price briefly breaches key resistance levels, enticing traders to enter positions, before rapidly reversing in the opposite direction. Currently, the Bitcoin price is hovering around $68,100, more than 10% below its previous high of $76,000 set last week. The cryptocurrency suffered a sharp, unexpected collapse in a single day following reports of a hawkish stance by the US Federal Reserve (FED). After briefly dipping toward the $70,000 level that day, Bitcoin has continued on a downward trajectory. Data from CoinMarketCap also indicate that BTC’s decline was further accelerated by a surge in geopolitical tensions, after US President Donald Trump issued a 48-hour ultimatum to Iran, triggering a broader sell-off across risk assets. A Look Back At BTC’s $76,000 Fluke In his previous analysis, Sherlock had cautioned traders not to get baited by short-term Bitcoin price spikes. He noted that during the last major deviation in January 2026, many traders went long, only to incur significant losses after Bitcoin’s price collapsed over the next five weeks. Related Reading: Is This The Bitcoin Price Bottom Or A Fakeout? Analyst Reveals When You Shouldn’t Be Excited The analyst had warned that if Bitcoin fails to close above $74,500 on the weekly chart, its brief rebound would be nothing more than a deviation, not a true breakout. Sherlock added that, with the FOMC meeting last week and market consensus expecting another interest-rate pause, the outlook for Bitcoin is far from bullish. He described Bitcoin’s previous rebound as a trap, likely engineered to lure investors and traders into long positions prematurely. Featured image from Pngtree, chart from Tradingview.com
Bitcoin’s fear gauge plunged back into “Extreme Fear” on Wednesday — the same day traders flooded social media with bullish calls following the US Federal Reserve’s decision to hold interest rates steady. Related Reading: Ripple’s $500M Raise And Institutional Ties Keep XRP Firmly In Place Sentiment Shoots Up Despite Grim Market Signals The Crypto Fear & Greed Index, a widely tracked measure of overall market mood, had briefly climbed into plain “Fear” territory the day before, only to reverse course hours later. Yet traders appeared unfazed. According to sentiment platform Santiment, bullish chatter on social media spiked hard after the Fed announced it would keep rates unchanged at 3.5–3.75%. The platform’s social media discussion score shot from roughly nine to 71 within hours of the announcement. Bitcoin itself told a different story. It was trading at around $70,150 at the time of the Fed’s announcement, down more than 4% in the prior 24 hours. ???????? Today’s FOMC meeting has resulted in the expected outcome of interest rates holding steady at 3.50-3.75%. There is an expectation that there will be one further cut sometime in 2026, and one in 2027. ???? For now, traders are expecting a bullish relief rally in spite of no… pic.twitter.com/oBqLTcv3Ni — Santiment (@santimentfeed) March 18, 2026 Traders See Rate Hold As A Window For Gains Santiment attributed the surge in positive sentiment to a simple shift in trader thinking. The bearish price action tied to the absence of rate cuts had already played out a day earlier, the platform said, leaving room for traders to reframe the unchanged rate decision as a net positive. Holding rates steady, the logic goes, at least keeps the door open for cuts down the road. Fed policy has long shaped how crypto market participants read the broader economic environment. Rate cuts, in particular, are seen as fuel for risk assets like Bitcoin. Reports indicate traders had been watching the Fed’s moves closely throughout 2025 as a potential trigger for a bull run that never fully materialized. The S&P 500 has shed 3.70% over the past 30 days, according to Google Finance data, adding pressure to an already skittish crypto market. Analysts Warn A False Rally Could Be Taking Shape Not everyone is buying the optimism. Onchain analysts warned that what looks like an uptrend could be a bull trap — a false signal that draws buyers in before prices reverse lower. Related Reading: XRP Moves Into ‘Scarce Zone’ As Exchange Supply Dries Up Some market observers expect Bitcoin and the broader market to stage a sharp rally once equities find a floor. Others made a similar call earlier this week, saying on X that a “massive rally” is coming in the months ahead. The divide among analysts reflects how unsettled conditions remain. Social media buzz has spiked, but the fear index says something else entirely. Whether the rally traders are counting on shows up — or fades before it starts — remains an open question. Featured image from Unsplash, chart from TradingView
The U.S. Federal Reserve begins its two-day FOMC meeting on March 17, with Chair Jerome Powell set to speak today at 2:30 p.m. ET after the rate decision. Markets are watching closely, not just for today’s decision, but for any hint of future rate cuts. What to Expect From Powell’s Speech? The Fed’s benchmark interest …
The Federal Reserve’s FOMC meeting concludes today with the rate decision at 2:00 p.m. ET (11:30 p.m. IST), followed by Chair Jerome Powell speaking at 2:30 p.m. ET (12:00 a.m. IST). The Fed is expected to hold rates at 3.50%–3.75%. Markets will focus on Powell’s comments on inflation, jobs, and global tensions. Earlier, February’s PPI …
The cryptocurrency market is entering a tense moment as investors turn their attention to the upcoming Federal Open Market Committee (FOMC) meeting scheduled for tomorrow. While economists widely expect the Federal Reserve to keep interest rates unchanged, traders across crypto and traditional markets are watching closely for signals from Fed Chair Jerome Powell about inflation …
FOMC Meeting Countdown Begins! The Federal Reserve interest rate decision is scheduled for Tuesday, and policymakers gather for the latest Federal Open Market Committee (FOMC) meeting. While markets are almost certain about the immediate outcome, uncertainty remains about what the central bank will signal for the rest of the year. Recent economic data show why …
Washington has spent years talking about a US CBDC as a distant possibility. It was an abstract policy idea, safely contained inside white papers and partisan messaging. But then the Senate put a number on it and made it very real. On March 2, senators voted 84-6 to invoke cloture on the motion to proceed […]
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February’s CPI report gave markets a reason to relax. Inflation looked soft enough to keep hopes for rate cuts alive, with consumer prices up 0.3% on the month and 2.4% from a year earlier, while core CPI rose 0.2% in the month and 2.5% annually. Shelter kept cooling, and the overall picture looked manageable for […]
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Washington is getting ready to potentially make life easier for the biggest US banks. That can sound pretty abstract if you don't strip it down to the mechanics. Regulators decide how much capital banks must keep to absorb losses and how much liquidity they need if funding starts to disappear. More capital and more liquidity […]
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Fresh U.S. labor market data has intensified expectations that the Federal Reserve may soon move toward rate cuts after the economy shed around 92,000 jobs, signaling cooling employment conditions. The data from the Bureau of Labor Statistics pushed unemployment to roughly 4.4%, raising concerns about a broader slowdown. Following the report, Michelle Bowman acknowledged the …
Arthur Hayes was wrong before. In December, the BitMEX co-founder predicted Bitcoin would hit $200,000 by March 2026. It didn’t. Bitcoin is trading near $71,000. Hayes is now calling for $500,000 to $750,000 by the end of the year, and his reasoning runs straight through the Middle East. Related Reading: Iran’s Crypto Market Shaken As Outflows Skyrocket 700% War, Spending, And The Fed Hayes argues that a prolonged US military conflict involving Iran would put severe pressure on federal finances. As government spending climbs, he believes policymakers would face little choice but to cut interest rates and pump more money into the financial system. That combination — loose monetary policy and expanding liquidity — is what he thinks sends Bitcoin sharply higher. The argument is grounded in history, at least partially. During the 1990 Gulf War, Federal Open Market Committee members openly cited Middle East instability as a factor in their deliberations. Crypto billionaire Arthur Hayes is predicting a $500k – $750k Bitcoin by end of 2026??? Trump admin + Iran conflict + Fed easing = ???????? He explains: pic.twitter.com/AU23sd216a — Altcoin Daily (@AltcoinDaily) March 2, 2026 By late 1990, the Fed had cut rates as economic confidence dropped. After the September 11 attacks in 2001, then-Fed Chair Alan Greenspan pushed for an emergency 50-basis-point cut, which was implemented almost immediately. Markets steadied shortly after. Hayes draws a direct line from those episodes to what he sees unfolding now. Large military operations cost hundreds of billions. Fiscal pressure builds. The Fed eventually eases. Risk assets, including Bitcoin, rise. A Pattern Hayes Has Bet On Before He made this case publicly in a Substack post, where he wrote that investors could find a meaningful entry point once the Fed begins cutting rates or expanding the money supply. He named Bitcoin and a handful of what he called high-quality altcoins as the assets best positioned to benefit once that shift begins. The key moment, in his view, is not the conflict itself but what comes after. Rate cuts and fresh liquidity, he argues, are what actually move prices. Related Reading: Long-Term Bitcoin Holders Buy $14 Billion In BTC As Retail Headed For The Exit The Gap Between The Forecast And The Chart Bitcoin’s current price tells a different story from Hayes’ projections. The coin sits roughly half its October peak of $126,000. While gold and oil climbed after US and Israeli strikes killed Iranian Supreme Leader Ali Khamenei, Bitcoin did not follow. It sold off initially before recovering to current levels. That disconnect — commodities rallying while Bitcoin lags — has not shaken Hayes’ outlook. His $500,000 to $750,000 call remains intact, pinned to the belief that monetary policy, not headlines, is what ultimately drives the price. Whether the Fed moves in that direction depends on how long and how costly the conflict becomes. Featured image from US Air Force, chart from TradingView
The escalating US-Israel-Iran conflict is now spilling into monetary policy expectations. Former Treasury Secretary Janet Yellen warned that the situation makes the Federal Reserve’s job significantly more complicated, especially when it comes to rate cuts. “I think the recent Iran situation puts the Fed even more on hold, more reluctant to cut rates than they …
The Bitcoin’s recent pullback may look concerning on the surface, but according to Brian Armstrong, the move has more to do with the market psychology than with any deterioration in fundamentals. After a period of strong performance, shifting sentiment and broader market uncertainty are playing a larger role in BTC’s price movement than structural weaknesses within the network or its long-term value proposition. Why Bitcoin’s Core Strengths Remain Intact A crypto expert known as Walter Bloomberg on X has revealed that the Coinbase CEO Brian Armstrong believes Bitcoin’s recent slide is temporary and is driven primarily by market psychology rather than weakening fundamentals. Related Reading: Standard Chartered Lowers Bitcoin Forecast: Predicts Price Dive To $50,000 Before Rebound Speaking to the Consumer News and Business Channel (CNBC) at the World Liberty Forum in Florida, Armstrong pushed back against the speculation linking the decline to potential Federal Reserve (Fed) leadership changes or emerging risks such as quantum computing. Instead, Armstrong explained that the move reflects investors locking in profits and reacting to what they believe others are thinking. He described the downturn as likely temporary, noting that Coinbase is repurchasing shares and buying more BTC at a lower price. Armstrong emphasized that crypto market cycles are normal, reiterating that BTC remains the best-performing asset of the past decade and that the company continues to focus on long-term growth. Is This The Early Stage Of Another Supply Shock? Bitcoin whales have accumulated more than 200,000 BTC despite the ongoing selling pressure. Analyst Darkfost highlighted that while whale inflows to exchanges have increased recently, their overall holdings have continued to grow. Thus, inflows typically reflect short-term behaviour and can generate immediate selling pressure. Related Reading: Bitcoin Whales Flood Binance As Correction Deepens: On-Chain Data Shows The chart below provides a medium-term perspective by tracking the evolution of the whale-held supply on a monthly average basis. After a sharp drop in this average to nearly -7% on December 15, whale behaviour appears to have shifted over the past month, with their holdings increasing by 3.4%. During this period, the BTC supply by whales grew from 2.9 million BTC to over 3.1 million BTC, representing an accumulation of more than 200,000 BTC. Meanwhile, the last time whale accumulation of this magnitude occurred was during the April 2025 market correction. At that time, this wave of accumulation had helped absorb selling pressure and supported the rally that pushed BTC from $76,000 to $126,000. However, with BTC still consolidating around 46% below its recent all-time high, the current level may be viewed as an attractive accumulation zone. Darkfost noted that it is not surprising to see some whales taking advantage of this opportunity. As selling pressure remains significant, this whale demand may not yet be sufficient on its own to fully counterbalance the broader market. Featured image from Pixabay, chart from Tradingview.com
Researchers linked to the Federal Reserve say prediction market data from Kalshi could help policymakers better measure economic expectations. In their paper, “Kalshi and the Rise of Macro Markets,” they argue that managing expectations is central to monetary policy, but traditional tools such as surveys and financial derivatives have clear limits. Surveys are often slow …
The latest Fed minutes news released on February 18, 2026, show that Federal Reserve officials remain cautious about cutting interest rates, signaling that a rate cut in March is unlikely. While some members support future rate cuts if inflation falls further, others prefer to keep rates unchanged for longer and closely watch economic conditions. Fed …
The US economy is starting 2026 with an uncomfortable split-screen scenario that is complicating the outlook for Bitcoin's recovery towards $100,000. While Wall Street credit pricing still looks calm, the “real economy” stress gauges are flashing late-cycle warning lights. This disconnect matters for Bitcoin because its path to $100,000 is no longer just about crypto-native […]
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