Net selling from altcoins topped $209 billion, far outpacing the sell volumes seen during Bitcoin's five-month sell-off. Will these traders reposition into Bitcoin? Altcoins, excluding Ether (ETH), have recorded $209 billion in net selling volume since January 2025, marking one of the steepest declines in speculative demand for crypto assets this cycle. On Binance, altcoin trading volumes dropped roughly 50% since November 2025, reflecting a steady dip in activity. The decrease also coincides with an increase in Bitcoin’s volume share on the exchange. Analysts said that the contraction in altcoin demand, alongside elevated stablecoin dominance, signals that the broader market is shifting its capital toward BTC during the current downtrend. Read more
Two-year Bitcoin hodlers "absorbed" seller pressure in recent weeks, according to new research, but most analysts still expect new macro BTC price lows. New analysis suggests that Bitcoin (BTC) is “relying” on early 2024 buyers as its price action stalls below $70,000. Key points: Bitcoin buyers from early 2024 are in focus as a giant potential safety net for BTC price. Read more
A Wells Fargo strategist said bigger US tax refunds may revive retail risk-taking by late March, potentially sending fresh cash into Bitcoin and momentum stocks. US tax filers may see bigger refunds in 2026 compared with previous years, a development one Wall Street strategist said may boost risk appetite for digital assets and tech stocks preferred among retail investors. In a note cited by CNBC, Wells Fargo analyst Ohsung Kwon said the coming refund wave may help bring back the so-called “YOLO” trade, with as much as $150 billion potentially flowing into equities and Bitcoin (BTC) by the end of March. Kwon said the extra cash could be most visible among higher-income consumers. “Speculation picks up with bigger savings…we expect YOLO to return,” wrote Wells Fargo analyst Ohsung Kwon in a Sunday note seen by news outlet CNBC. “Additional savings from tax returns, especially for the high-income consumer will flow back into equities, in our view,” he added. Read more
Arthur Hayes warns that AI-related job losses will spark a credit crisis, forcing central banks to print money, which will drive Bitcoin to new all-time highs. The divergence between Bitcoin and tech stocks is a warning sign of a potential artificial intelligence-driven credit crisis that could lead to more central bank money printing, says Arthur Hayes. “Bitcoin is the global fiat liquidity fire alarm. It is the most responsive freely traded asset to the fiat credit supply,” said the crypto entrepreneur in his latest blog post on Wednesday. Hayes went on to caution that the recent divergence between Bitcoin (BTC) and the tech-heavy Nasdaq 100 Index “sounds the alarm that a massive credit destruction event is nigh.” Read more
Traders map out their desired price targets for Bitcoin if the $70,000 level continues to function as a resistance zone. Is there any hope for the bulls? Bitcoin (BTC) analysts mapped out the key BTC price levels to watch as the market’s focus shifted to the $58,000 to $65,000 zone as the last line of defense. Bitcoin is currently wedged between the 200-week simple moving average (SMA) at $68,300 and the 200-week exponential moving average (EMA) at $58,400. Generally, in Bitcoin’s trading history, major BTC bottoms have formed between the 200-week SMA and EMA, according to analyst Jelle. This suggests that Bitcoin is possibly forming a bottom between these trendlines. Read more
Bitcoin has formed a classic bearish pattern on its daily chart, and if confirmed, a price drop to $56,000 could be on the cards. Key takeaways: A developing bear pennant keeps a BTC price drop toward $56,000 in play. Rising whale inflows to Binance further the downside outlook. Read more
Bitcoin’s negative funding rate and a cooling tech sector in the US add pressure to markets and contribute to BTC failing to trade above $70,000. Key takeaways: Bitcoin’s futures funding rates briefly turned negative, signaling that bullish traders currently lack the conviction to use leverage. Uncertainty regarding the long-term profitability of artificial intelligence has pushed investors toward gold and US government bonds. Read more
Bitcoin bulls’ attempt to break above $70,000 stalled after a key US macroeconomic “fear” metric broke a critical threshold. Is a revisit to BTC's yearly lows back in play? Bitcoin (BTC) price continues to compress under $70,000 on Tuesday, and data suggests that the risk of new year-to-date lows remains if bulls fail to turn the level into support. The whipsaw nature of Bitcoin’s price surged as US market volatility climbed back above a critical level, and Treasury yields saw their sharpest weekly drop in months. Analysts suggest this macro backdrop may hint at an extended slowdown phase for BTC price, while onchain data shows traders still waiting for a stronger bullish catalyst. Read more
BTC price fell below the key $70,000 level as tensions between the US and Iran ramped up and a broad risk-asset sell-off liquidated late BTC long positions. Bitcoin (BTC) dipped below $67,000 at Tuesday’s Wall Street open as risk assets responded to new geopolitical pressures. Key points: Bitcoin joins stocks in a geopolitics-driven sell-off to the start the US TradFi trading week. Read more
American restaurant chain Steak ‘n Shake said its nine‑month burger‑to‑Bitcoin strategy has driven same‑store sales growth and a $15 million Bitcoin reserve. Steak ‘n Shake said its same‑store sales have “risen dramatically” since it launched a burger‑to‑Bitcoin strategy in May 2025 that routes every Bitcoin payment into a corporate treasury reserve. In a Monday post on X, the US fast-food chain said that it had successfully combined a “decentralized, cash-producing operating business with the transformative power of Bitcoin,” and thanked Bitcoiners for making it possible. The chain did not provide figures or define what it meant by “risen dramatically.” Steak ‘n Shake began accepting Bitcoin at participating locations on May 16, 2025, in a phased rollout. Read more