Cryptos are not raising their heads. In the last 11 months the value has fallen from those $124,000 in July 2025 to the $67,000 where it is moving today. This 46% drop has spread to the rest of a market that He has already cracked other times and then recover. It is not at all clear that this time he will succeed..
Crypto winter. yesterday bitcoin fell 7% in a single day and both its value and that of the rest of the cryptocurrencies have been in free fall for months. What differentiates this crash from previous ones is the breaking of a trend. Until not long ago, large and small investors seemed to see a great opportunity in cryptocurrencies, but we are facing a “crypto winter” in which the stampede of these digital assets is colossal.
Record settlements. The apparent panic over that bubble burst seems to be behind a streak of massive withdrawals from investments in bitcoin and other cryptocurrencies. On Bloomberg indicate that the current perception of bitcoin as a value asset in free fall has caused 1.5 billion dollars to be liquidated in just 24 hours.
Even Strategy betrays itself. The company Strategy had become the staunch defender of bitcoin, but for the first time since 2022 it has sold bitcoins. The amount has been anecdotal, because they have sold 32 BTC (about 2.2 million dollars at current value) and they own 843,706 BTC in these moments. However, it is a sale with a lot of symbolism, because it betrays that HOLD spirit of crypto believers. Curiously, the analysts they fully trust in the future of Strategy, which they see reaching a value of $400 per share, 185% more than the current value.
The failure of ETFs. It was assumed that the exchange traded funds with bitcoin as the main asset, they were going to result in stability and massive attraction of institutional capitalbut they are becoming a burden for investors, who have been withdrawing from their positions for 11 days: in less than two weeks 3.5 billion dollars have been liquidated, confirming that in the face of uncertainty, professional investors are the first to abandon ship.
How was that safe haven value? for a long time bitcoin has been compared to gold in terms of its ability to become a refuge value in the face of potential crises. What is happening leaves that argument in a very bad place, although it is true that we have experienced other notable falls in bitcoin and cryptocurrencies in the past.
Contagion effect. The collapse of bitcoin has spread to the rest of the cryptocurrency market. Ethereum, Solana and Dogecoin suffer combined losses of $1.6 billion, and once again it is confirmed that the interdependence of “altcoins” with bitcoin is too important.
AI as savior. While cryptos bleed, Wall Street is experiencing a paradoxical sweet moment thanks to artificial intelligence. This technology is what is causing all the bullish momentum in the market, and we are seeing how the money that previously flowed into digital assets now rotates to tangible technologies (or at least that are being used).
Loss of identity. Some experts they point out that bitcoin is losing precisely what made it different. It is behaving like an asset vulnerable to interest rates and global politics. It has stopped becoming an alternative and has become just another piece on a game board that is now rewarding those who have dedicated themselves to AI. It is paradoxical that bitcoin is being so punished when we have also been talking about the AI bubble.
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