Crypto Prices Under Pressure As Bond Market Stress Overtakes Oil Shock
Crypto prices came under pressure again on Friday as Treasury yields, not crude, became the macro variable traders could not ignore. Bitcoin slipped back below $69,000 after a short-lived relief rally earlier this week, while ether also traded lower, as hopes for a near-term easing in the Iran conflict faded and the US 10-year yield…
What Went Wrong With Crypto? A Postmortem
Crypto’s latest drawdown hit the majors in size: bitcoin fell about 8.1% over the past 24 hours and is down roughly 29.5% over the past 30 days, while Ether dropped about 9.4% on the day and about 41.4% over the past month; XRP was off about 10.3% in 24 hours and roughly 42.7% over 30…
Liquidity Wave Extends The Crypto Bull Run Into 2026, Predicts Raoul Pal
Raoul Pal believes the crypto cycle is not nearing a peak but entering a longer, more powerful expansion that can run well into 2026, driven by a global liquidity uptrend tied to government debt dynamics. In a special Sept. 25 “Everything Code” masterclass with Global Macro Investor (GMI) head of macro research Julien Bittel, the…
Has The Crypto Market Bottomed? Analyst Says ‘This Is It’
Macro analyst Alex Krüger says the weekend’s sell-off has likely marked a tradable low for the crypto market, arguing that the move closely mirrors the 2024 “August crash” that bottomed on a Monday. “I see the current move as a smaller scale replay of last year’s August crash (which bottomed on Monday),” Krüger wrote on…
How The Israel-Iran War Could Shake Crypto Prices, Explains Arthur Hayes
Arthur Hayes, the co-founder and former CEO of BitMEX, published an essay titled “Persistent Weak Layer” on October 16, where he examines the potential impact of escalating tensions between Israel and Iran on the crypto markets. Drawing an analogy from avalanche science, Hayes explores how the geopolitical situation in the Middle East could act as…