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BTC/USD traded near 78,900.00 early Wednesday after briefly breaking above 81,000.00 for the first time since May. The price later slipped below 78,000.00 following the release of US inflation data. Bitcoin is still up approximately 24–25% since the beginning of August, with the monthly range extending from 62,232.00 to 81,142.00.
On-chain analytics firm CryptoQuant believes that Bitcoin has already entered a bearish phase of the current market cycle. In a report published on Friday, the analysts point to a clear weakening in demand: according to their estimates, since early October 2025 it has consistently remained below the long-term trend. After three strong demand waves observed since 2023, the market has effectively lost a key pillar that previously supported further price growth.
Since their launch, spot XRP ETFs have recorded steady capital inflows, clearly outperforming funds tied to Bitcoin and Ethereum. The products, which debuted in November, have so far avoided a single day of net outflows, making them one of the most resilient segments within the crypto ETF market at this stage.
Bitcoin remains capped for now, but 2026 could become a turning point for the market. A CoinShares analyst explained what scenario could push BTC into a new growth phase and toward fresh long-term highs.
The regulation of the cryptocurrency market in the United States is entering its final stage. Lawmakers are preparing to review the Clarity Act, a bill focused on defining the market structure for digital assets, with a vote potentially taking place as early as January. While the proposal is widely seen as an important milestone for the crypto industry, veteran trader Peter Brandt has urged investors not to overestimate its impact on Bitcoin’s price.
BitMEX co-founder Arthur Hayes believes that the altcoin season is already underway, and that many investors have simply missed it.
Fidelity’s Director of Global Macro, Jurien Timmer, has warned that Bitcoin may be entering a bearish phase, arguing that the correction seen in November could mark the beginning of a broader and more prolonged downturn.
JPMorgan has questioned the scenario in which the stablecoin market grows to $1 trillion by 2028, arguing that the sector’s expansion is still driven primarily by crypto trading rather than broad adoption of digital tokens in payments. In the bank’s view, higher stablecoin velocity in payment rails reduces the need for a larger aggregate supply, supporting a more conservative long-term outlook.
During the current week, the cryptocurrency market continued to decline, although it attempted a rebound today. Bitcoin (BTC) is trading near 87,500.00 (–1.0%), Ethereum (ETH) around 2,950.00 (–4.1%), USDT close to 1.0000 (–0.08%), BNB — which has returned to fourth place by market capitalization — near 845.00 (–3.9%), and XRP at 1.8600 (–6.4%).
Tether CEO Paolo Ardoino believes that a potential bubble forming in the artificial intelligence sector could become one of the main risks for Bitcoin in 2026. He made the remarks during a podcast interview, outlining the factors that he believes will shape the crypto market in the coming years.
Standard Chartered has introduced a blockchain-powered tokenized deposit solution for Ant International, allowing treasury transfers in HKD, CNH, and USD to be executed almost in real time. The launch makes the bank one of the first global financial institutions to integrate tokenized deposits into active corporate operations. Ant International is the initial client to implement the platform.
Ripple has taken its first step toward integration into Europe’s regulated banking system by announcing a partnership with AMINA Bank, a Swiss crypto bank operating under a local regulatory license. Under the agreement, AMINA became the first European bank to implement Ripple’s end-to-end payments infrastructure. This allows clients to carry out cross-border transfers within minutes, around the clock, and without relying on correspondent banks.
Crypto asset manager Bitwise has published a forward-looking report for the coming year outlining ten key theses. In the document, analysts present a clearly bullish medium-term outlook for Bitcoin and expect new all-time highs as early as 2026.
For crypto, the framework is similar to traditional financial markets but comes with its own twist. Here, price action turns on liquidity, adoption, regulation, and flows from institutions alongside retail sentiment. Network health—hash rate, staking, active wallets—adds another layer. Macro still matters too: rates, dollar strength, and risk appetite shape inflows and outflows. Then, as with any market, you use the chart—trend, support and resistance, momentum, and volume—to spot setups and manage risk.