📊 Ethereum proved very early that it could become a massive, system level asset. It hit a $500B valuation faster than any major company or asset in history. $BTC was close behind at 12 years.
But today, the market still values $ETH as only a small slice of the overall crypto market, even though it secures the majority of onchain value.
📊👀 #BTC Glassnode: The deceleration in capital inflows has coincided with long-term holders increasing their loss realization. This structure is unfolding while price trades within a compressed range. This reflects growing time-based investor fatigue, a common characteristic of extended bearish phases.
🇺🇸⚠️ #macro University of Michigan Consumer Sentiment is near historic lows.
The index just hit its 2nd lowest level in history. This survey measures how U.S. consumers feel about:
• Personal finances • Inflation • Future economic conditions
It’s a leading indicator for consumer spending. When sentiment is this low, it usually means:
• Consumers are under financial stress • Inflation expectations remain elevated • Confidence in the economic outlook is deeply damaged • Spending tends to slow down next
Historically, such extreme pessimism appears during:
• Recessions or pre-recession phases • High inflation / tightening cycles • Periods of elevated macro uncertainty
Consumers drive ~70% of the U.S. economy. When confidence collapses, growth risk rises sharply. Macro conditions remain fragile.
📊🤔 #BTC CryptoRank: For over a decade, Bitcoin has traditionally followed a cyclical price pattern: four consecutive years of price growth followed by one year of decline, repeating the cycle. However, 2025 broke this pattern, closing in the negative zone with a 6.28% price loss.