If it walks like a bear...
Bitcoin slips to $82,000, flirting with November's lows. The evidence increasingly points to a bear market. Time to reassess our scenario probabilities.
Topic
Alpha Markets
Technische analyse, on-chain analyse, macro-economie. Klinkt ingewikkeld? Met Markets houden we Alpha’s op de hoogte over de stand van zaken. Dit is het archief met alle marktupdates die ze ontvangen hebben.
Narrative Follows Price
Last week's gains have been wiped out. Bitcoin is back below $90,000. Meanwhile, gold keeps breaking records. When narratives shift with price, what's really driving markets?
Bitcoin breaks through $94,000
After eight weeks trapped below $94,000, bitcoin finally broke out this week. The price came within a hair's breadth of $98,000 on Wednesday. But how high can this rally go?
A Bear Market by Time
Price still hovering around $90,000. For our preferred scenario—a "bear market by time"—a rally above $100k would be welcome.
All Your Models Are Destroyed
Bitcoin drifted sideways around $88k last week. For the first time ever, we closed the third year of the market cycle in the red. Quite a few models have been shattered!
Spectacularly Good and Utterly Disappointing
Bitcoin hovers near its 2025 opening price—a fitting end to a split year. Record ETF inflows meet negative returns. The great rotation continues as $100k shifts from destination to starting point.
Crossing the Chasm
Year-end reflection: 2025 marked a pivotal moment. Bitcoin and crypto bridged the gap from pioneers to the mainstream—but through two radically different paths.
Have we been in a bear market for ten months already?
Crypto markets are quiet as bitcoin hovers between $88K-$94K. After a brutal drop from $126K to $80.5K that triggered $9.9B in realized losses, investors are catching their breath. But is this consolidation—or something more bearish?
2025 Predictions Revisited
A quiet week on the bitcoin market: higher low, lower volume, then a push to $94K. Did $80.5K mark the bottom? We revisit 77 predictions for 2025—and the results are brutal.
A V-Shaped Bottom: Relief Rally or Bull Market Revival?
Bitcoin crashed to $80.5k last Friday before sharply rebounding above $90k. Is this the V-shaped bottom investors have been hoping for—or just a bear market trap?