Market Analysis

A recent social media debate about the potential for quantum computers to steal Satoshi Nakamoto’s Bitcoin has highlighted the network’s theoretical vulnerabilities. While experts agree the risk is distant, the discussion underscores concerns about price impact and the need for future-proofing.

This week’s crypto market could see heightened volatility as nearly $200 million in tokens are set to be unlocked across several projects, including Arbitrum and LayerZero. Investors should also monitor key U.S. economic data releases that could further influence prices.

A sudden, sharp correction in the late afternoon sent shockwaves through the crypto market, with Bitcoin dropping over 2% in an hour. The downturn, triggered by a $200 million liquidation wave, has pushed the Crypto Fear & Greed Index to ’extreme fear’ levels.

Corné Marchand reviews a volatile week in crypto, discussing Strategy’s potential Bitcoin sales, macroeconomic trends, legal developments, and what to expect from the markets in the coming week.

Investors awaited the Fed’s rate cut, but analysts warn it may not fuel a year-end crypto rally. The Fed’s technical moves aim to stabilize the financial system, not boost markets, leaving crypto cautious.

Analyst Michaël van de Poppe argues that the Fed’s recent rate cut is a distraction from its more significant move: restarting quantitative easing. This ‘money printing’ is expected to drive up the prices of scarce assets like Bitcoin and gold, despite short-term volatility and an underlying economic crisis.

Crypto trading volumes have collapsed by 66%, a quiet period that experts warn often precedes major market movements. Meanwhile, a significant amount of Bitcoin is being withdrawn from exchanges, suggesting long-term accumulation and a potential supply squeeze.

For the first time in a decade, Bitcoin is on track to end the year lower while the S&P 500 posts significant gains, marking a historic decoupling. The divergence is attributed to a boom in AI stocks versus forced selling in crypto, though investors remain cautiously optimistic about 2026.

Cathie Wood of Ark Invest argues that Bitcoin’s traditional four-year cycle is broken due to institutional adoption, suggesting a major crash is unlikely and the market bottom may already be in.

As the year ends, the Bitcoin market shows a wait-and-see attitude, with traders shifting their hopes for a rally to early 2026. Options data and seasonal factors suggest limited short-term movement, while long-term sentiment remains positive.