to leave a comment.
Hello, everyone! This is your vibrant guide, the senior blockchain analyst. On May 25, 2026, I'm back with hot news from the blockchain market. Recently, the market has been showing unpredictable movements, much like a rollercoaster. But don't worry! As always, I'm ready to speak with numbers and based on facts to clearly answer your questions. Shall we draw the big picture of the market together and analyze hidden opportunities and potential risks?
Bitcoin has recently failed to break the $80,000 mark and has been moving sideways, causing concern among many investors. Some analysts warn that if Bitcoin fails to surpass $80,000, the recovery trend might end. Indeed, while the supply from long-term holders has surged, there's also a sober analysis suggesting this isn't necessarily leading to an increase in actual investment demand.
However, not all signals are negative. With the easing of geopolitical tensions in the Middle East and expectations of a US-Iran agreement, oil prices have plummeted, reviving risk asset preference. Positive movements have been observed, with Bitcoin recovering to the $77,000 level. This once again demonstrates how significantly macroeconomic conditions influence the cryptocurrency market.
Notably, Michael Saylor, founder of MicroStrategy, reinforced optimism by stating that Bitcoin's returns would surpass the S&P500, predicting 30% growth. Furthermore, the US Securities and Exchange Commission (SEC)'s approval of Nasdaq index options has fueled expectations that a new phase will open for Bitcoin trading. This can be interpreted as a positive sign that Bitcoin is deeply integrating into mainstream finance, moving beyond being a mere speculative asset.
However, news that institutions, including BlackRock, recorded a net outflow of $1.2 billion from Bitcoin and Ethereum ETFs suggests a short-term weakening of institutional investment sentiment. Paradoxically, the Bitcoin Rainbow Chart indicates that Bitcoin is currently in a ‘buy zone,’ and some analysts even argue that now, when everyone is predicting a crash, might actually be a signal right before a parabolic surge. The perspective that the market gets closer to its bottom as interest wanes is also intriguing.
Ethereum has recently entered a sideways trading range, sparking intense debate about its next direction. Some view the current 19% drop as an opportunity. Analysis suggests that while retail investors are in fear, institutions are seeing $2,100 as a ‘kill zone’ and continuing to buy. This is due to on-chain patterns similar to those observed before past surges, where whales are seen accumulating panic-sold assets from retail investors.
Efforts to solve Ethereum's high cost and liquidity fragmentation issues are ongoing. While an era of $0.4 fees has begun, an interesting perspective suggests that the unique rally of emerging platforms like Hyperliquid could threaten Ethereum's ‘home turf’. Indeed, Hyperliquid recently demonstrated a strong presence by recording the highest growth among the top 10 coins, surpassing Bitcoin and Ethereum. This is a good example of how technological advancement and increased competition can bring changes to the market.
XRP is attracting attention by recording capital inflows even as funds are leaving Bitcoin and Ethereum. This is attributed to expectations for an XRP spot ETF and improved investor sentiment due to the resolution of regulatory risks. Some experts have even put forth optimistic forecasts that XRP will surpass Solana and BNB to become the top surging asset in 2027. News that the XRP Ledger (XRPL) is poised to activate a new amendment with 100% unanimous validator approval is also a positive sign for the potential development of the XRP ecosystem.
However, views on XRP's future prospects are divided. Optimism predicting a $10 possibility coexists with warnings that it could plummet to $0.7. Furthermore, Sony's denial of the PlayStation payment rumor as "groundless" served as a reminder to be wary of unfounded expectations. While charts predict a crash, exchange liquidity continues to evaporate, and whales' accumulation during downturns hint at XRP's potential.
Among meme coins, Dogecoin is analyzed to be creating a ‘prelude to a crazy rally,’ reminiscent of its 29,000% rally in 2017. Its trading volume has also surged by 33.5%, indicating it has entered a short-term rebound phase. Shiba Inu, despite a 93% drop from its peak, is being watched to see if a record-breaking rally like 2021 can happen again. In contrast, Pi Network, despite expanding its business direction into AI and smart contracts, faces a warning light for a drop to $0.13, nearing an all-time low. Cardano also reportedly almost shut down its engine due to a funding dispute among core developers, suggesting that altcoin investments require a close examination of individual project fundamentals and development status.
Global macroeconomic conditions are significantly influencing the blockchain market. The expectation of a US-Iran agreement leading to a sharp drop in oil prices and strengthening risk asset preference is a positive signal. Specifically, the White House Council of Economic Advisers mentioned that a US-Iran agreement would create room for the Fed to cut interest rates due to falling oil prices, which could be a good signal for liquidity supply in the cryptocurrency market.
According to CME FedWatch, the probability of the Fed freezing interest rates at its June meeting is as high as 97.3%. This is expected to reduce market uncertainty and stabilize investor sentiment. Interest rate freezes have a positive impact on asset markets, thus potentially bringing a stable trend to the blockchain market.
The US government's trend towards regulatory clarity combined with mainstream finance is leading a structural transformation in the cryptocurrency market. The simultaneous major shifts in cryptocurrency legislation, home loans, and Wall Street funds demonstrate that cryptocurrency is becoming a real infrastructure, not just speculation. A survey showing that more than one in three European investors are willing to switch banks for better cryptocurrency services is a crucial point that makes financial institutions feel the need to strengthen their cryptocurrency services.
Domestic virtual asset exchanges are suffering from the fear of a ‘trading cliff’. Due to the structural limitation that 99% of revenue comes from fees, a decrease in trading volume directly leads to deteriorating performance. In this situation, Upbit's strategy to expand digital financial education for teenagers to capture ‘future customers’ is a very clever move. This can be evaluated as an effort to secure long-term growth drivers beyond just overcoming the current crisis.
In the stablecoin market, the European Central Bank (ECB) has moved to curb the expansion of private Euro stablecoins. This measure is driven by concerns about deposit outflows and the erosion of monetary sovereignty. Furthermore, the recent incident where both Euro and Dollar pegs simultaneously collapsed due to the exploit at StablR once again raised awareness about the stability of stablecoins. The case of the US Treasury blocking virtual asset addresses of Mexican cartels sends a message that concerns about blockchain being exploited for crime should be addressed, and cooperation with regulatory authorities should be strengthened.
We've covered a lot of news together today. The market is still full of various variables. Bitcoin is struggling at the $80,000 resistance level, while Ethereum and XRP are revealing their respective strengths and weaknesses, drawing investor attention. The altcoin market is in the midst of a 'culling of the herd' amidst a general slump, with some coins dominating.
Macroeconomic indicators are sending positive signals, but we must not forget that volatility can increase at any time. The regulatory environment is gradually becoming clearer, but challenges, such as with stablecoins, still remain. In these complex market conditions, we must not be swayed by unfounded optimism or pessimism, but always make wise investment decisions based on cool-headed analysis grounded in numbers and facts.
Now, more than ever, is the time to closely monitor market trends and respond flexibly. Amidst new technologies and regulatory changes, I will always be a reliable guide on your blockchain investment journey. See you in the next column!
to leave a comment.
lightzen
·이번 퀘스트도 무사히 완료!
sora_w
·와, 분석 탄탄하네. 정보 밀도 무엇.
은하수330
·또 시작이네. 글쎄 두고 봐야지.
zoe보라빛
·ㄹㅇ 8만 달러 넘기 개힘들다 ㅋㅋㅋ
푸른안개24
·와 완전 롤러코스터네 ㅋㅋㅋ