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Crypto Market Shows Strength Despite Fear, New Cycle Emerges

Crypto Market Structure Shifts with Bitcoin ETFs Driving New Dynamics Amid Investor Fear and Price Volatility

  • Hunter Horsley, CEO of Bitwise, says the crypto market’s long-term fundamentals remain strong despite recent downturns.
  • The traditional four-year crypto market cycle is replaced by a new structure influenced by the arrival of Bitcoin ETFs and pro-crypto regulations in the U.S.
  • The Crypto Fear and Greed Index shows extreme fear at 16, reflecting low investor sentiment amid price declines.
  • Bitcoin dropped to a six-month low near $94,600, with analysts projecting possible further decrease to about $86,000.
  • Liquidity levels and Federal Reserve interest rate moves are seen as key factors influencing crypto prices.

The crypto market’s long-term outlook remains positive, according to Hunter Horsley, CEO of the investment firm Bitwise. Despite a market shakeup during October and November that lowered asset prices and investor confidence, Horsley highlighted a shift in the market structure led by the launch of Bitcoin ETFs and a pro-crypto regulatory approach in the U.S. In a recent X post, he stated, “Since the launch of the Bitcoin ETFs and new administration, we’ve entered a new market structure: new players, new dynamics, new reasons people buy and sell.”

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Horsley also indicated that the traditional four-year market cycle is no longer relevant and suggested that the current bear market, which has lasted nearly six months, may soon conclude. He added, “The setup for crypto right now has never been stronger.”

Investor sentiment, however, is at a low point. The “Crypto Fear and Greed Index,” a measure of market emotional state ranging from 0 (extreme fear) to 100 (extreme greed), is at 16, signaling “extreme fear,” according to CoinMarketCap. Market analyst Nuc Puckrin noted that despite a smaller price correction of around 25% compared to past corrections over 30%, investor sentiment has deteriorated sharply.

Bitcoin’s price recently fell to approximately $94,600, marking a six-month low. Analysts foresee a possible further decline toward $86,000. Investor and financial educator Robert Kiyosaki attributed the downturn in crypto markets to low liquidity and suggested prices in crypto and precious metals could rise if governments increase money printing to fund budget deficits.

Liquidity refers to the availability of cash or easily convertible assets, which typically drives asset prices. Low interest rates and increased money supply tend to boost liquidity and asset prices, while constrained credit and low liquidity can depress prices. Despite recent interest rate cuts by the U.S. Federal Reserve, only about 44% of traders expect another cut in December, based on Chicago Mercantile Exchange (CME) data.

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