The Bitcoin, Ethereum, and Dogecoin prices are rising today, with the flagship crypto rising to as high as $93,000. This market rally comes on the back of several factors, including the U.S.-Venezuela escalations, which have increased risk sentiment. Why The Bitcoin, Ethereum, And Dogecoin Prices Are Up In an X post, market commentator The Kobeissi Letter noted that risky assets seem to be gaining momentum despite the U.S. capture of former Venezuelan president Maduro. This suggests risk sentiment may be back after the year-end decline in 2025, which has contributed to the recent rise in Bitcoin, Ethereum, and Dogecoin prices. Related Reading: Here’s How Much BlackRock Spent Buying Bitcoin And Ethereum In 2025 The Bitcoin, Ethereum, and Dogecoin prices are also rising on the back of an increase in the M2 money supply, which now stands at $22.4 trillion, according to data from the St. Louis Fed. This is bullish for crypto assets as some of this liquidity is expected to flow into the crypto ecosystem. Meanwhile, the U.S. debt continues to rise, standing at $38.6 trillion, a development that is bullish for crypto as investors hedge against inflation by allocating to these asset classes. Meanwhile, it is worth noting that the Fed has also been carrying out its Reserve Management Purchases (RMP), which experts such as James Lavish have described as a form of quantitative easing (QE), which is positive for the prices of Bitcoin, Ethereum, and Dogecoin. BitMEX co-founder Arthur Hayes has even predicted that BTC could rally to as high as $200,000 on the back of this move from the Fed. Meanwhile, the Fed has also been injecting liquidity into the economy through the New York Fed’s repo operations. Crypto Bulls Are Back In Control Market analyst Ted Pilliows also suggested that the crypto bulls are back in control, which is why the Bitcoin, Ethereum, and Dogecoin prices are rising. In an X post, he noted that BTC has large sell orders from the $92,000 to $95,000 level on Binance. Ted added that if bulls push BTC above the $95,000 level, there is very little resistance until $100,000, suggesting a rally to this psychological level could be on the cards. Related Reading: Dogecoin Reclaiming $0.128 Support Could Signal The Perfect Chance For Long Positions In another X post, the market analyst noted that the Coinbase Bitcoin premium is recovering, with institutional demand for BTC picking up again. SoSoValue data show that Bitcoin ETFs recorded a daily net inflow of $471.14 million on January 2, their largest since December 17. A sustained daily net inflow could lead to higher prices for BTC, which is also a positive for the Ethereum and Dogecoin prices. At the time of writing, the Bitcoin price is trading at around $92,400, up in the last 24 hours, according to data from CoinMarketCap. Featured image from Pngtree, chart from Tradingview.com
The dynamic landscape of the Bitcoin market is entering a full momentum reset, the kind that typically appears in the cooling phase between major trend cycles. After a period of decisive movements, the market now finds itself in a state where previous directional force has largely dissipated, allowing for a re-evaluation of its path. A Necessary Reset Before Bitcoin’s Next Big Push In an X post, Swissblock has mentioned that Bitcoin momentum is clearly in a reset phase, and the question now is how long until it flips. Historically, in late February to early April 2025, the bottom required roughly 7 weeks for a full momentum to reset. Moving further back to late June to late September 2024, the correction took close to 14 weeks for a full reset and consolidation before a clear trend emerged. Related Reading: Bitcoin Bear Market Confirmed? Expert Predicts Price Target Of $40,000 By Late 2026 Data shows that the current momentum reset has been underway for weeks, placing BTC right inside the window where past cycles have typically reached exhaustion. This zone historically marks the point where downside pressure weakens and the higher probability of a counter-trend move increases sharply. The crypto market is collapsing. An industry-leading commentary on the global capital markets, The Kobeissi Letter, revealed that on October 6th, just 45 days ago, Bitcoin touched an all-time high of $126,272, with the total crypto market capitalization reaching $2.5 trillion. However, everything changed on October 10th, when President Donald Trump threatened 100% tariffs on China, shifting the surface of the crypto market. This announcement triggered a chain reaction record of $19.2 billion in liquidations, the highest ever recorded in a single event, and BTC never truly recovered from the shock. Even when a trade deal between the US and China was reached on October 30th, the liquidation pressures only worsened. Since November 10th, BTC price action has moved into a literal straight line lower, with average daily liquidations approaching $1 billion. Throughout this entire 45-day bear market, there has been an absence of bearish fundamental developments within the crypto space. Kobeissi concluded that this is a mechanical bear market driven by an excessive level of leverage and sporadic liquidations, claiming the market is efficient, and it will iron itself out. Will BTC Emerge Stronger From This Test? This current Bitcoin correction has now fallen perfectly in line with the previous major drawdowns of this cycle. A full-time crypto trader and investor, Daan Crypto Trades, highlighted that each of these corrections in the ongoing cycle has their own story, but this one is hitting the market the hardest. Related Reading: Bitcoin Is 80% Into The Bear Market, Analyst Reveals What Will Confirm It 100% Though the 10/10 liquidation event didn’t just hit BTC, it obliterated altcoins. For most of this brutal BTC correction, equities and metals were making fresh all-time highs, further triggering the bearish condition of the crypto landscape. Featured image from Pngtree, chart from Tradingview.com
For the first time in 2025, the United States Federal Reserve is preparing to cut interest rates while the S&P 500 is trading at all-time highs, and according to The Kobeissi Letter, the time has come for an important shift in markets that could usher in the next crypto market bull run. As it stands, record stock valuations, resilient GDP growth, sticky inflation, and cracks are forming in the labor market, leaving the stage open for volatility in traditional markets that could spill over into the next explosive altcoin season. Fed Rate Cuts At Record Valuations Expectations are also high that the Fed will keep lowering rates at the next interest rate decision on Wednesday, September 17, 2025 and through the end of this year. According to a lengthy thread that was posted on the social media platform X, this could have long-term bullish effects on the crypto industry. Related Reading: Altcoin Market Completes Highest Monthly Close Ever: What This Means For Alt Season The Federal Reserve usually cuts rates in the face of economic weakness and depressed equity markets, but this time is different. As noted by The Kobeissi Letter, valuation metrics tracked by Bloomberg show US stocks are more expensive than ever, having surpassed even the 1929 pre-Depression peak and the dot-com bubble. Furthermore, the S&P 500’s price-to-book ratio hit 5.3x in late August, its record level. Despite these extremes, policymakers are expected to cut by at least 25 basis points this week based on weakness in the labor market. History shows that when rate cuts occurred with stocks within 2% of all-time highs, as shown in 2019 and 2024, the S&P 500 delivered strong gains over the following year. This unusual mix could once again amplify capital flows into high-growth assets, including cryptocurrencies, in the last quarter of 2025. A Perfect Time For Altcoins Cutting rates into hot inflation adds liquidity fuel just as investors chase risk assets. That backdrop has always caused powerful surges for Gold, Bitcoin, and other major cryptocurrencies, as the return of these assets thrives when fiat returns come under question. Related Reading: Altcoin Season Index Sets New 2025 High, What This Means For The Crypto Market As The Kobeissi Letter framed it, the time has come. The Fed’s decision to cut rates with stocks at record highs, amid a 3% GDP growth and hot inflation 110 bps above the Fed’s long-term target, could be the driver of the next altcoin season. Gold and Bitcoin have already been priced in this new era of liquidity, as both are now up by 450% and 105%, respectively, since 2023. The setup is even better for altcoins like Ethereum, XRP, Chainlink, and most especially cryptocurrencies involved in the growing AI niche. There could be more immediate-term volatility, but long-term asset owners will benefit the most from the rate cut. However, if the Federal Reserve opts for a slower pace of cuts than markets are currently pricing in, the disappointment could ripple through both equities and cryptocurrencies and cause short-term declines this week. Featured image from Getty Images, chart from Tradingview.com
The crypto industry received a significant legal victory as Ripple CEO Brad Garlinghouse announced on March 19 that the U.S. Securities and Exchange Commission (SEC) had officially dropped its appeal against the company. The announcement came in a video posted on social media platform X, where Garlinghouse noted the regulatory agency’s decision to end its pursuit of further litigation. Besides this interesting development, another major financial development has taken center stage in the crypto market in the past 24 hours; the outcome of the Federal Reserve’s latest meeting. Fed Keeps Interest Rates Steady Amid Uncertainty The outcome of the latest Fed meeting can be divided into six key decisions. First, the Federal Reserve opted to maintain interest rates at their current level, keeping the borrowing rate in a range between 4.25% and 4.5% for the second consecutive meeting. This decision is part of a continued pause in the Fed’s tightening cycle. Related Reading: Bitcoin Price Crash: 6 Key Events To Watch Out For In Crypto This Week Secondly, the Fed noted that uncertainty surrounding the economy has increased, and third, the Fed’s updated projections were the shift in expectations for rate cuts in 2025. The median forecast suggests 50 basis points of cuts for the year, but a growing number of Fed officials are less convinced that rate reductions will be necessary. In December, only one official anticipated no rate cuts in 2025. However, there’s now a more divided outlook, and that number has now risen to four, as noted in a post on social media platform X by analysts at The Kobeissi Letter. Beyond interest rates, the Fed revised its economic growth projections downward for 2025, suggesting that policymakers see slower expansion ahead. This adjustment comes alongside an increase in the Fed’s inflation forecast for the same period, reflecting concerns about price pressures persisting longer than previously anticipated. With inflation remaining a key focus, the central bank is treading carefully as it evaluates the right time to pivot toward a looser monetary stance. Fourthly, the Fed announced that it would slow the pace of its balance sheet runoff beginning in April. This is alongside a sharp reduction in the Fed’s 2025 growth projections and a markup in their 2025 inflation forecast. Implications For Crypto Markets And Digital Assets For the crypto industry, the Fed’s decision to hold rates steady and its mixed messaging on future cuts introduce a dynamic situation to Bitcoin and others. The fact that the Fed is still concerned about inflation and economic uncertainty shows that the path to more accommodative policies regarding the crypto industry may not be as smooth. Related Reading: Crypto Market Sees Record Flash Crashes, What’s Going On? However, if the Fed stays hesitant to cut rates and economic growth slows as projected, digital assets may face headwinds later in the year, which may slow down the predicted growth by crypto analysts. Featured image from Unsplash, chart from Tradingview.com
MicroStrategy slumped over the last trading day after disclosing its latest Bitcoin purchase, with some market observers raising concern over leverage.