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Bitcoin Falls, Ether Sinks

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Bitcoin Falls, Ether Sinks

Crypto Market Faces Pressure


📢 Crypto News 

Bitcoin drops, Ether sinks as broad crypto market shows widespread weakness

Over the past 24 hours, the global cryptocurrency market has come under significant selling pressure, in line with bearish post-Fed positioning and renewed strength in the U.S. Dollar Index.

According to CoinDesk data, Bitcoin (BTC) fell 2.6% to $112,700, while Ethereum (ETH) slid more than 6%. Broader sentiment was equally weak: the CoinDesk 20 Index dropped nearly 8% and the CoinDesk 80 Index lost 7.5%, underscoring the breadth of the decline.

Pressure on crypto-related equities

U.S.-listed crypto equities also reflected the downturn. Shares of MicroStrategy (MSTR) and Coinbase Global (COIN) both fell 2.8% in pre-market trading, while S&P 500 futures dipped just 0.2%, highlighting that the heaviest pressure remains concentrated in digital assets.

Analysts divided: healthy correction or warning sign?

Some analysts framed the pullback as a healthy leverage flushout, clearing excessive risk and setting the stage for a more sustainable advance. Roughly $1.5 billion in leveraged positions were liquidated during the slide.

Others remain cautious. Markus Thielen, founder of 10x Research, noted in a client briefing: “Total inflows are not strong enough to push Bitcoin materially higher.”

Capital flows and ETF dynamics

Year-to-date, crypto markets have attracted about $140.5 billion in inflows:

  • $63.1 billion from stablecoins
  • $52.4 billion into Bitcoin via ETFs, futures, and MicroStrategy purchases
  • $24.9 billion into Ethereum

ETF flows highlight a renewed preference for Bitcoin. U.S.-listed Bitcoin ETFs have raised over $3.48 billion this month, compared with just $406 million for Ethereum ETFs, according to SoSoValue data.

Waning demand from Ethereum treasuries

Matrixport observed that demand from Ethereum-focused corporate treasuries may be fading. “With net asset values shrinking, their capacity to deploy additional capital may be limited. From a technical standpoint, tighter risk management looks prudent,” the firm said.

Token-specific pressure: HYPE supply unlock

Meanwhile, Arthur Hayes’ family office fund, Maelstrom, pointed to an upcoming supply test for Hyperliquid’s HYPE token. Roughly 237.8 million HYPE tokens are scheduled to unlock over 24 months, representing nearly $500 million in monthly supply. Hayes reportedly sold 96,600 HYPE tokens worth $5.1 million early Monday, sending the token down to $46 and extending a three-day losing streak.

Traditional markets: gold and yen

In traditional markets, gold extended its rally, supported by fiscal concerns that boosted demand for safe-haven assets. The Japanese yen traded little changed against the dollar after comments from Yoshimasa Hayashi, one of five candidates to succeed Prime Minister Shigeru Ishiba, who attributed yen weakness to persistent inflationary pressures.

Bottom line

The crypto market is facing a fragile short-term outlook. While Bitcoin continues to attract institutional flows through ETFs, widespread liquidations, waning Ethereum demand, and token-specific supply risks highlight the vulnerability of the broader ecosystem. Whether this correction marks a durable bottom will depend on how Bitcoin and Ethereum react to nearby technical support levels in the coming sessions.

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