Global digital asset investment products concluded 2025 with $47.2 billion in inflows, narrowly missing the previous year’s record of $48.7 billion. The year’s narrative was one of stark divergence: while Bitcoin struggled, Ethereum, Solana, and XRP captured explosive investor interest, leaving smaller altcoins and multi-asset products behind. The United States maintained its dominance as the largest market, even as regional flows revealed a shifting global landscape, and analysts suggest a healthier setup may be emerging for 2026.
about Crypto Funds See $47.2B Inflows in 2025 as Ethereum, Solana SurgeMarkus Thielen
0 posts last weekBitcoin’s 4-Year Cycle Now Driven by Politics, Not Halving
Bitcoin’s long-debated four-year cycle remains intact but is now shaped more by political events and liquidity flows than by its programmed halving events, according to 10x Research’s Markus Thielen. He argues that market peaks align with U.S. election cycles rather than supply reductions, reflecting Bitcoin’s growing integration with broader financial and political dynamics.
about Bitcoin's 4-Year Cycle Now Driven by Politics, Not HalvingBitcoin Hits $94.6K Amid Retail FOMO, Analysts Warn of Short-Term Top
Bitcoin’s recent surge to $94,600, its highest level in three weeks, has ignited a fresh wave of retail optimism. However, beneath this bullish momentum, analysts are detecting warning signs. Social data reveals a spike in greed-driven chatter that historically precedes local price tops, while key metrics like implied volatility and ETF inflows suggest limited upside potential for BTC as the year draws to a close, setting up a critical divergence between sentiment and structure.
about Bitcoin Hits $94.6K Amid Retail FOMO, Analysts Warn of Short-Term TopBitMine’s $3.7B Loss Threatens Crypto Treasury Model
BitMine Immersion Technologies, the world’s largest corporate Ether holder, is facing a staggering $3.7 billion paper loss on its ETH holdings, representing approximately $1,000 per purchased ETH. The declining valuations are threatening the entire digital asset treasury business model as BlackRock prepares to launch competing staked Ether products, creating a dual crisis that traps existing shareholders while deterring new investors from entering the market.
about BitMine's $3.7B Loss Threatens Crypto Treasury ModelBitcoin Dips Below $92K as Fear Grows; Whales Accumulate
Bitcoin has tumbled below $92,000, trading at $91,500 amid a 17% monthly decline that has pushed market sentiment into deep fear territory. The cryptocurrency’s sharp correction follows its October peak of $126,200 and massive liquidations totaling nearly $20 billion, creating what prominent investors like Cameron Winklevoss are calling a strategic buying opportunity while data reveals whales are actively accumulating during the downturn.
about Bitcoin Dips Below $92K as Fear Grows; Whales AccumulateBitcoin Rally at Risk as ETF Outflows Signal Fatigue
Bitcoin’s institutional-driven rally faces potential reversal as ETF outflows and market fatigue dampen investor enthusiasm. Markus Thielen of 10x Research warns that the same forces that propelled Bitcoin higher could now accelerate a downturn. The crypto market shows classic signs of exhaustion following October’s massive liquidation event, with institutional investors potentially shifting from net buyers to sellers as risk appetite wanes.
about Bitcoin Rally at Risk as ETF Outflows Signal FatigueBitcoin Whales Dump 1M BTC, Risking $70K Price Drop
Long-term Bitcoin holders have sold over 1 million BTC since June, creating unprecedented selling pressure that explains Bitcoin’s underperformance compared to other risk assets throughout 2025. Despite this massive outflow from so-called ‘OG whales’—investors holding for seven years or more—the market has shown surprising resilience in absorbing these large sell-offs without the dramatic price collapses typical of previous cycles. However, analysts from firms including Capriole Investments and 10X Research warn that recent failures to reclaim critical support levels, combined with significant liquidation events, could drive Bitcoin prices down to $70,000.
about Bitcoin Whales Dump 1M BTC, Risking $70K Price DropBitcoin’s November Rally: Can History Repeat to $160K?
Bitcoin enters November, its historically strongest month for gains, with analysts eyeing potential record-breaking performance. The cryptocurrency has averaged 42.51% returns during November since 2013, setting the stage for another significant rally. However, experts caution that seasonal patterns must align with broader macroeconomic conditions to achieve the projected $160,000 price target.
about Bitcoin's November Rally: Can History Repeat to $160K?Grayscale Enables Staking for Ethereum & Solana ETPs
Grayscale has achieved a significant industry milestone by becoming the first US asset manager to enable staking for its Ethereum exchange-traded products, allowing investors to earn additional yield on their holdings. The firm has simultaneously activated staking for its Grayscale Solana Trust, positioning itself as an innovator in the crypto ETP space and marking a pivotal moment for institutional crypto investment products that could reshape how traditional investors access blockchain network rewards.
about Grayscale Enables Staking for Ethereum & Solana ETPsCrypto Treasury Investment Plummets 76% Amid Regulatory Scrutiny
Corporate investment in cryptocurrency treasuries has collapsed by 76% from summer peaks, according to a Bloomberg report that reveals a dramatic reversal in what was once a booming trend. The plunge in Bitcoin purchases by publicly-traded digital-asset treasuries—from 64,000 BTC in July to just 15,500 in September—comes alongside regulatory investigations and catastrophic valuation declines for some treasury firms. This retreat of major institutional buyers has created a precarious market environment, even as crypto ETFs continue to attract substantial capital, highlighting a deepening divide in investor sentiment.
about Crypto Treasury Investment Plummets 76% Amid Regulatory ScrutinyEther ETFs with Staking Could Reshape Crypto Market
Hank Huang, CEO of Kronos Research, believes Ether ETFs with staking capabilities will significantly boost liquidity and onchain participation by attracting institutional investors. Analysts, including 10x Research’s Markus Thielen, argue that staking-enabled Ethereum ETFs could dramatically reshape the market by offering yield, potentially outpacing Bitcoin ETFs in demand. The SEC is currently reviewing multiple requests to allow staking in Ether ETFs, with industry experts like Nate Geraci of NovaDius Wealth Management suggesting approval may be imminent following the Nasdaq’s application for BlackRock’s iShares Ethereum ETF.
about Ether ETFs with Staking Could Reshape Crypto MarketBitcoin Surges 16% in Two Weeks, Nears $123K Milestone
Bitcoin has experienced a rapid 16.71% surge in two weeks, reaching $122,546 and overtaking Amazon and Silver in market value, now standing at $2.4 trillion. Institutional support is growing, with corporate Bitcoin holdings doubling since June, while spot ETFs continue to attract massive inflows—over $1 billion in a single day. Policy developments in the U.S., including key crypto-related bills, are boosting investor sentiment. Analysts predict Bitcoin could hit $150,000 by 2025, driven by institutional demand and accommodative monetary policy. The narrative around Bitcoin is shifting from a tech asset to a macro hedge against fiscal instability.
about Bitcoin Surges 16% in Two Weeks, Nears $123K Milestone