博文

目前显示的是 十一月, 2025的博文

Bitcoin’s Road Back to $112K: Four Forces That Will Decide Its Next Big Move (Deep Analysis 2024–2026)

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Bitcoin has spent nearly a week trapped below the  $92,000  mark, extending its 30-day decline to  22% . Momentum has stalled, derivatives sentiment is shaky, macro signals are mixed, and regulatory uncertainty still hangs in the air. But beneath the surface, several  powerful mid-term catalysts  are quietly aligning — and they may determine how quickly Bitcoin can reattempt the  $112,000 level  it reached just four weeks ago. This report breaks down the  four key forces  shaping Bitcoin’s path into 2025–2026: (1) macro liquidity & inflation expectations, (2) interest-rate policy, (3) regulatory shifts, and (4) internal Bitcoin-market dynamics. Combined, these factors outline a scenario where Bitcoin’s recent weakness may become the foundation for a more durable rally toward — and potentially beyond — the $112K region. I. Inflation Expectations Turn Higher — A Hidden Tailwind for Bitcoin One of the least-discussed yet most relevant indic...

Bitcoin Eyes Rebound to $96K From Current ‘Discount’ Zone: Analysis

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  Bitcoin (BTC) appears poised for a “new uptrend,” according to multiple on-chain indicators, with analysts arguing that the recent decline toward $80,000 has created one of the strongest buy-the-dip opportunities of the year. Data from CryptoQuant , Capriole Investments and price action metrics collectively suggest that Bitcoin may be significantly undervalued — potentially setting the stage for a rebound toward $96,000 . Below is the full breakdown.Bitcoin enters a “new uptrend,” according to multiple on-chain indicators, with analysts arguing that the recent decline toward $80,000 has created one of the strongest buy-the-dip opportunities of the year. Data from CryptoQuant, Capriole Investments and price action metrics collectively suggest that Bitcoin may be significantly undervalued — potentially setting the stage for a rebound toward $96,000 . Below is the full breakdown. Bitcoin enters a new “discount zone” A key on-chain valuation metric, the Puell Multiple , has re-e...

Solana ETFs Pull $369M in November as Investors Shift Toward Yield-Generating Assets

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  Solana-focused exchange-traded products attracted $369 million in net inflows this month, even as Bitcoin and Ethereum ETFs suffered heavy redemptions — highlighting a structural shift in investor preference toward productive, yield-generating crypto assets . According to Bohdan Opryshko, co-founder and COO of staking provider Everstake , both institutional and retail participants are increasingly treating Solana (SOL) not as a high-beta speculative play, but as an income-producing Proof-of-Stake (PoS) asset . “Investors are treating Solana as a yield-generating asset rather than a speculative trade,” — Bohdan Opryshko, Everstake COO He noted that Solana’s 5%–7% native staking rewards offer a compelling advantage over Bitcoin ETFs — which provide no yield — and over Ethereum ETF products, which offer staking exposure only in limited, specialized structures. Massive inflow divergence: Bitcoin, Ethereum see redemptions Between Nov. 3 and Nov. 24 , ETF data from SoSoValue show...

Bitkub Exchange Eyes Hong Kong IPO as Thai Markets Hit Five-Year Lows: Report

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  — Thailand's Largest Crypto Platform Looks Abroad Amid Local Volatility 1. Introduction: Bitkub Looks Beyond Thailand Bitkub, Thailand’s largest cryptocurrency exchange , is reportedly exploring an initial public offering (IPO) in Hong Kong as domestic financial markets experience their worst downturn in half a decade. According to Bloomberg, the exchange aims to raise $200 million through the overseas listing — marking one of the first major international expansion attempts by a Southeast Asian crypto trading platform. Founded in 2018, Bitkub handles approximately $66 million in daily trading volume , according to data from CoinGecko. 2. Shift Away From Thailand: IPO Plans Stalled by Market Uncertainty Bitkub had originally planned to list in Thailand, targeting a 2025 IPO on the Stock Exchange of Thailand (SET). However, the plan has reportedly stalled due to extreme volatility and declining investor confidence in the Thai equity market. Thai stock market hits a five-year lo...