There is still no confirmed signal that a Wave-2 bottom has been formed. However, as long as Bitcoin continues to hold above the key swing low at $86,567, the bullish structure remains intact.
From my perspective, this level is critical. Sustaining above it keeps the probability of a Wave-3 upside expansion very much alive, which is typically the strongest and fastest move in an impulsive cycle.
Patience is essential here. Confirmation matters more than prediction.
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The Crypto Total Market Cap has flashed a high-probability bullish setup once again — a pattern that has repeated multiple times in this bull cycle.
📊 What the chart shows:
Weekly EMA90 retest ✅
Stochastic TKD below 20 (oversold) ✅
Timing matches previous major pullback bottoms
📈 Historical behavior:
Every time price touches the Weekly EMA90 while Stochastic goes oversold, the market has shifted from correction → continuation, leading to a strong upside phase.
⚠️ Important:
This is not weakness. This is a structural reset to cool off indicators before the next leg higher.
Smart money buys during these uncomfortable pullbacks. If history rhymes, this zone favors position building, not panic selling. Patience here usually pays in the next expansion phase.
A single, high-impact transaction has caught the market’s attention. An anonymous whale has transferred 16.85 million ENA tokens to Coinbase, reportedly locking in a significant loss.
Such moves typically signal capitulation or forced risk management, not strength. When large holders sell into weakness, it often reflects panic rather than fundamentals—and historically, these moments tend to precede stabilization or a short-term bounce once selling pressure exhausts.
This looks like a late-stage distribution by a stressed holder, not a structural breakdown of Ethena. Smart money watches these events closely for liquidity absorption and potential mean reversion. As always, confirmation comes from volume response and follow-through—not headlines alone.
Analysts at CF Benchmarks project that BTC$BTC could approach $2.95M by 2035 if institutional adoption continues to scale.
Scenario outlook:
Base case: ~$1.42M (≈ one-third of gold’s current market cap)
Bear case: ~$637K
Bull case: Bitcoin overtakes gold → ~$3M per BTC
This outlook reflects a growing shift in perception—Bitcoin is increasingly treated not as speculation, but as a long-term store of value.
CF Benchmarks also highlights that a 2–5% allocation to Bitcoin can enhance portfolio performance due to its low correlation with traditional assets.
This is not a short-term trading narrative; it is an institutional thesis. If Bitcoin continues absorbing value from gold and global macro hedges, today’s prices may look insignificant in hindsight. The real edge lies in long-term conviction, not timing the noise.
#Bitcoin Outlook: Positioning for the Next Major Cycle
Market consensus among leading analysts and long-term investors increasingly points toward 2026 as a pivotal expansion year for BTC$BTC. Historical halving cycles, global liquidity trends, and rising institutional participation continue to align in Bitcoin’s favor.
Bitcoin has repeatedly shown that its strongest price appreciation occurs 12–18 months post-halving, a pattern reinforced this cycle by spot ETFs, corporate treasury adoption, and declining exchange balances.
My opinion:
Bitcoin is transitioning from a speculative asset into a macro-grade store of value. The current consolidation phase is not weakness—it is preparation. If liquidity conditions ease as expected, BTC is structurally positioned for a new all-time-high phase in 2026, driven more by capital flow than retail hype.
Smart money is positioning early. The cycle rewards patience.
#Solana ETFs Record Strong Inflows Despite Price Weakness
#Solana ETFs recorded a fresh daily positive net inflow of $3.57M on Dec 19, signaling continued institutional interest. On a weekly basis, total net inflows reached $66.55M, a clear improvement over last week.
This accumulation is happening even as SOL$SOL traded near $117, marking a 6-month price low—a classic divergence between price action and capital inflows.
Solana continues to attract smart money, suggesting institutions are positioning early rather than chasing momentum.
When ETFs accumulate aggressively during price weakness, it usually reflects long-term conviction, not short-term speculation. Historically, such phases often precede strong trend reversals. This behavior strongly supports the narrative that capital is rotating quietly into high-conviction altcoins ahead of a broader #AltcoinSeason.
ETH$ETH Sets the Stage for 2026 — “Hegota” Upgrade Announced
Ethereum developers have officially named the post-Glamsterdam upgrade Hegota, scheduled for late 2026 under Ethereum’s twice-yearly hard fork cycle. The name combines Bogota (execution layer) and Heze (consensus layer), continuing Ethereum’s dual-layer upgrade tradition.
Hegota is expected to follow Glamsterdam earlier in 2026 and is already positioned as a more technically ambitious milestone. Early proposals highlight Verkle Trees, advanced state-management improvements, and execution-layer optimizations aimed at reducing node storage and operational overhead.
This upgrade direction is extremely bullish for Ethereum’s long-term fundamentals. By moving toward a leaner state model and lighter nodes, Ethereum strengthens decentralization while improving scalability—something no shortcut Layer-1 can sustainably achieve. If Verkle Trees are successfully implemented, Hegota could mark a structural efficiency shift that institutions and infrastructure providers have been waiting for.
2026 is shaping up to be a defining year for ETH—not hype driven, but architecture driven.
CHZ$CHZ has remained in a controlled downtrend since early December; however, the latest 4H candle structure shows an encouraging shift. A strong green bounce from the 0.0353 USDT support zone has reclaimed a portion of the EMA ribbon, signaling early buyer intent.
Volume remains moderate, but buy-side dominance at ~68% reflects steady accumulation rather than panic-driven moves. Bollinger Bands are beginning to expand on the upside, hinting at rising volatility and a potential trend transition phase. RSI is neutral and trending upward, leaving room for continuation without overbought risk.
📈 Bullish Scenario:
A decisive break and hold above 0.03738 USDT with volume confirmation can open the path toward 0.0385 – 0.0400 USDT, which aligns with prior supply and resistance zones.
📉 Bearish Risk:
Failure to hold 0.0353 USDT may accelerate downside momentum toward 0.033 – 0.031 USDT, testing deeper liquidity pockets.
CHZ is currently at a make-or-break level. While the higher-timeframe structure is still bearish, momentum indicators suggest early accumulation. A confirmed breakout above resistance could quickly shift sentiment, making this zone critical for short-term traders and swing setups.
FIL is showing improving momentum after holding key support, with buyers stepping in and structure stabilizing on lower timeframes. As long as price holds above the recent support zone, upside continuation remains likely.
CZ at Bitcoin Asia Hong Kong: Institutional Adoption Is Entering a New Phase
Arvind, here is a clear and professional post you can use:
At Bitcoin Asia 2025 in Hong Kong, Changpeng Zhao (CZ) highlighted that Bitcoin has officially entered a new phase of institutional adoption. According to CZ, clearer regulatory frameworks and growing participation from traditional capital are now acting as strong tailwinds for the crypto market.
He emphasized that Bitcoin’s biggest constraint remains capacity, not demand. While interest continues to grow, structural limitations will increasingly shape how capital flows into the ecosystem.
CZ also addressed DAT (Digital Asset Treasury) companies, noting that they provide a bridge for equity-market capital to enter crypto. However, he cautioned that these structures come with governance risks and cycle-related vulnerabilities, especially during market downturns.
Looking ahead, CZ pointed to RWA (Real World Assets) and AI as major long-term growth drivers—where programmable money meets programmable demand, unlocking new financial use cases beyond speculation.
This reinforces a critical shift: Bitcoin is no longer driven only by retail cycles. Institutional capital, regulation, and tokenized real-world systems are reshaping the market’s structure. The opportunity is massive—but so is the need for discipline, transparency, and strong governance in the next phase of crypto growth.
Here is a clean English post you can use directly:
Short positions are increasing — and historically, this often acts as fuel for an upside move. When too many traders lean short, the market tends to move against the crowd through short covering and short squeezes.
👉 As I mentioned in my earlier post:
When short interest was low, the market moved downward.
Now the situation has flipped — shorters are increasing, and that changes the risk dynamics.
Futures sentiment frequently traps retail traders on the wrong side. If short exposure continues to rise, any push upward can accelerate quickly as shorts are forced to exit. Watching futures positioning alongside spot demand is critical from here.
As long as the Long/Short ratio remains heavily skewed toward longs (≈75% long vs 25% short), sustained upside becomes difficult. When the majority is positioned on one side, exchanges and market makers have a clear incentive to hunt liquidity, not reward crowded trades.
My opinion:
Markets usually move against consensus. Excessive longs mean weak hands, higher liquidation risk, and continued downside pressure until positioning normalizes.