Analyst Sees 75% Chance Crypto Cycle Has Turned as Bitcoin Pulls Back
Bitcoin’s latest decline was shallower and shorter than previous bear markets, but the assessment does not rule out another drop.
Bitcoin’s latest decline was shallower and shorter than previous bear markets, but the assessment does not rule out another drop.
XLM was up 7.57% over 24 hours at 7:42 p.m. ET (23:42 UTC) Sept. 28.
Quant was up 2.83% over 24 hours, while $150,000 in long positions was liquidated across three major exchanges during the hourly decline.
Uniswap v4 and v3 accounted for 60.1% of activity, while Backpack plans to expand access on Solana from about 200 symbols to 10,000.
The token was down 1.55% over 24 hours, while long liquidations reached $20,000 across three exchanges during the same hour.
The report covers portfolio allocation, stablecoins, tokenization, onchain adoption, public investment vehicles and other parts of the expanding digital-asset market.
The 10-year Treasury yield rose to 5.18% by Sept. 24, while the 30-year yield reached 5.47% as Bitcoin’s recovery continued.
More than 13,800 Bitcoin left Binance on Sept. 22, worth about $1.15 billion at the time. Its Bitcoin reserves fell by roughly 20,000 BTC over four days.
The Sept. 22 withdrawal was the steepest daily outflow in Binance’s latest two-week data window. Bitcoin was trading at $83,457 on Sept. 28.
Burry moved bearish positions in Micron, Nebius, the iShares Semiconductor ETF and Palantir into puts with shorter or extended timelines.
The Dow fell 0.60%, while the Nasdaq Composite and S&P 500 declined 1.11% and 0.72%, respectively.
The Galaxy Digital CEO said he still liked Bitcoin’s chart and pointed to improving developments across the broader crypto market.
ZEC was down 9.63% over 24 hours at 3:37 p.m. ET on Sept. 28, based on Binance spot trading data.
The liquidation occurred at $2,683 on Binance’s ETH perpetual futures market at 3:10 p.m. ET Sept. 28 (19:10 UTC).
Zcash traded at $1,492 on Binance spot ZEC/USDT at 3:07 p.m. ET on Sept. 28. Long liquidations totaled $2.14 million across three exchanges during the hour.
XDC ranked among the top three gainers among the 100 largest cryptocurrencies, while exchange inflows pointed to potential selling pressure.
Quant was up 29.47% over 24 hours as long liquidations reached $250,000 and short liquidations totaled $230,000 across three exchanges.
XLM was up 6.96% from 24 hours earlier, while one-hour liquidations showed $20,000 in short positions and none in longs.
About 45% of constituents showed negative three-month beta as mega-cap technology companies and AI infrastructure beneficiaries helped drive benchmark gains.
Ether traded at $2,696 at 9:37 a.m. ET (13:37 UTC) Sept. 28, after reaching $2,707 15 minutes earlier.
HBAR traded at $0.1302 on Binance spot at 1:32 p.m. ET Sept. 28. Short liquidations exceeded long liquidations across three major exchanges during the same hour.
Ethereum’s smart-contract share of Tether’s USDt holdings fell to 10%–15% after late 2024, while the stablecoin’s supply series surpassed $180 billion in early 2026.
Federal funds futures imply 17.4 basis points of tightening at the Fed’s Oct. 27-28 meeting. The probability is cited as both 68% and 69%, creating a one-point discrepancy.
Individual Texas manufacturers cited tariffs, fuel and insurance costs, raw-material shortages and uncertainty affecting business planning.
Ether traded at $2,715 on Binance spot at 1:17 p.m. ET Monday, up 1.14% from one hour earlier.
The tally covered 3,875 liquidations across Binance, Bybit and OKX, with Bitcoin and Ether accounting for most of the losses.
Bitcoin climbed from $83,748 15 minutes earlier, while gaining 0.64% over the previous hour.
The tally covered Binance, Bybit and OKX during the hour before 1:17 p.m. ET on Sept. 28, as Ether rose 1.14%.
Total Bitcoin liquidations reached $14.01 million as the price rose 0.64% to $84,190.
Quant gained 35.30% over 24 hours. The figures reflect Binance spot pricing and exchange liquidation data collected at 1:12 p.m. ET Sept. 28.
GRAM rose from $1.61 over the hour while remaining down 0.96% over 24 hours. No long or short liquidations were recorded during the period.
LINK rose 7.75% over 24 hours, while short liquidations reached $410,000 across three major exchanges during the same hour.
Bitcoin rose from $83,050 over the hour while 24-hour performance remained down 0.49%.
The short position was liquidated at $83,828 on Binance’s BTC perpetual futures market at 1:23 a.m. ET on Sept. 29.
Brent crude was quoted at $101.97 a barrel at 12:27 p.m. ET (16:27 UTC) Monday, below the $102 level.
PUMP rose 9.90% over 24 hours, while short liquidations reached $110,000 across three exchanges during the same hour.
LINK traded at $14.66 on Binance at 12:12 p.m. ET on Sept. 28, up 3.63% over 24 hours.
The move lifted XLM 3.57% over 24 hours, while one-hour liquidations totaled $40,000 in long positions and zero in shorts.
The withdrawals included 1,150 BTC valued at about $95.43 million and 11,840 ETH worth roughly $31.52 million.
The address bought 2,750 ETH at an average price of about $2,684 while adding Bitcoin and Solana positions during a market decline.