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Crypto Sentiment Set to Rise After CLARITY Act Passes

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Crypto Breaking News

Passing the CLARITY crypto market structure bill could lift sentiment amid a broad downturn, according to United States Treasury Secretary Scott Bessent. In a CNBC interview, he described the bill’s stall as a drag on industry morale, noting that clarity on the framework would provide a much-needed anchor for investors and incumbents alike. He emphasized that moving the legislation forward quickly—ideally by spring, in the window between late March and late June—could set the tone for a more predictable regulatory environment as the political landscape shifts ahead of the 2026 midterm elections. Bessent warned that congressional dynamics, particularly the potential rebalancing of control in the House, will influence the odds of a deal becoming law.

“In a time when we are having one of these historically volatile sell-offs, I think some clarity on the CLARITY bill would give great comfort to the market, and we could move forward from there.”

In a time when we are having one of these historically volatile sell-offs, I think some clarity on the CLARITY bill would give great comfort to the market, and we could move forward from there.

I think if the Democrats were to take the House, which is far from my best case, then the prospects of getting a deal done will just fall apart,” Bessent continued. The Treasury secretary stressed that legislative motion on the bill should come “as soon as possible” and be sent to President Trump for signature within the spring window—an interval spanning roughly late March to late June—given the potential shift in political power during the 2026 midterms.

The broader discourse around the CLARITY Act has intersected with a series of policy conversations and industry concerns. White House officials had previously met with crypto and banking representatives to discuss stablecoins and market structure, signaling continued interest at the intersection of finance and regulation. The ongoing dialogue underscores the sensitivity of policy timing to electoral dynamics and the need for a credible legislative path to reduce uncertainty for participants across the ecosystem.

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The 2026 midterm elections could throw a wrench in Trump’s crypto agenda

The balance of power in Washington often shifts during midterm years, a dynamic that former Magic Eden general counsel Joe Doll highlighted to Cointelegraph. The possibility that the House could tilt away from the current alignment injects additional risk into the policy calculus surrounding crypto-friendly reforms. Economic thinker Ray Dalio noted in January that a two-year window of political mandate could be undermined by a midterm verdict and the ensuing renegotiation of policy directions. If crypto-friendly principles are not codified into law, such political shifts could reverse the policy trajectories pursued during the administration. In the current landscape, the Republican Party holds a slim four-seat majority in the House (218-214), a distribution that means even narrow election outcomes could alter the calculus for reform.

Market watchers have also looked to prediction markets for a sense of how the midterms might unfold. Polymarket’s odds for the balance of power in 2026 project a split Congress as a plausible outcome (about 47%), with a Democratic sweep ranking at roughly 37% at the time of analysis. Those probabilities reflect the high degree of uncertainty that markets assign to policy continuity in crypto regulations, particularly if control of Congress remains contested. The numbers serve as a reminder that political risk remains a material variable for investors and firms navigating the regulatory landscape.

Sources and official references linked in coverage show that the policy conversation around the CLARITY Act is not happening in a vacuum. Reporting on the legislative posture, and the broader market implications, has drawn on remarks and analyses across major outlets and industry analyses, including coverage of the CLARITY Act’s political and market ramifications. The conversation also touches on the regulatory reception to stablecoins and market structure reforms, as seen in related reporting on White House discussions between regulators and industry participants.

As the discourse evolves, the question for market participants is how swiftly a clarified framework could be translated into enforceable rules and practical risk-management practices—without stifling innovation. A sooner movement toward clarity could reduce the anxiety that accompanies regulatory ambiguity, potentially supporting liquidity and risk appetite in a sector that has faced repeated bouts of volatility. But even with a clearer path to law, the degree to which the legislation aligns with the broader political project, and whether it endures through midterm shifts, will influence its effectiveness as a stabilizing force.

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In this environment, the CLARITY bill stands out as a focal point where regulatory ambition meets political reality. The coming weeks and months will reveal whether the administration and lawmakers can reach a compromise that satisfies both investor protections and innovation-friendly constraints. The timing is tight: spring is traditionally the window for signature opportunities ahead of the new political cycle, and any delay could heighten the uncertainty that currently weighs on market sentiment.

The broader takeaway is that policy clarity matters more than ever when markets confront major volatility, and the next steps on the CLARITY Act could influence how the crypto sector allocates capital, builds infrastructure, and negotiates with traditional financial regulators. As the discussion continues, observers will be watching whether the administration can translate political will into a durable framework that supports both consumer protection and industry growth, while also accommodating the diverse interests that shape crypto policy in the United States.

What to watch next

  • Progress of the CLARITY Act through congressional committees, with a focus on timing for floor action in the 2026 session.
  • Any new White House statements or regulatory signals related to stablecoins and market structure reforms.
  • Updates from key political actors as the 2026 midterms approach, including potential shifts in House control.
  • Public commentary from major industry leaders and economists on the bill’s potential impact on liquidity and investor confidence.
  • New polling or market-implied probabilities from prediction markets reflecting policy trajectory and election outcomes.

Sources & verification

  • CNBC interview with Treasury Secretary Scott Bessent discussing the CLARITY bill and its potential impact (video, February 13, 2026).
  • Crypto industry policy discussions and market structure debates referenced in Cointelegraph coverage on the CLARITY Act (Crypto industry split over clarity act).
  • Cointelegraph reporting on White House discussions with crypto and banking reps about stablecoins and market structure (White House officials meeting market structure bill).
  • Discussion of the 2026 US midterm balance of power and its implications for crypto policy (The balance of power typically shifts).
  • Polymarket odds for the 2026 midterms and the likelihood of a split government (Polymarket: Balance of power 2026 midterms).
  • US House data detailing party breakdown in the 118th Congress (data: pressgallery.house.gov).

Policy clarity could steer crypto markets through volatility ahead of 2026 midterms

The latest commentary from Treasury leadership underscores how regulatory clarity on the CLARITY Act is seen as a potential antidote to a period of heightened volatility in crypto markets. By framing a clear regulatory path, advocates argue it could ease caution among traders, reduce some of the overhang created by policy ambiguity, and possibly encourage more risk-taking in regulated venues. The argument is not merely about speed; it is about providing a stable, predictable framework that can accompany innovation rather than constrain it.

From a market dynamics standpoint, the timing is delicate. If the bill is advanced and signed into law ahead of the 2026 elections, industry participants hope for a period of relative policy continuity that could support capital formation and advanced product development. Conversely, a drawn-out process or a policy reversal in the wake of a midterm shift could reintroduce uncertainty, complicating executives’ investment theses and potentially altering capital flows across crypto markets and related financial instruments.

Ultimately, the CLARITY Act sits at the intersection of market structure discussions, consumer protection considerations, and the political calendar. The next steps will be telling: will policymakers align on a pragmatic framework that reduces risk without stifling innovation, or will partisan dynamics push reform onto a longer timeline? As observers weigh the odds of a spring signature, the industry remains focused on the broader trajectory of regulation, and on how that trajectory could influence liquidity, product development, and the appetite for regulated crypto ventures in a market that continues to grapple with volatility and regulatory ambiguity.

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Vitalik Buterin Pushes Local AI to Tackle Security Risks

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Local AI Model Reduces Exposure Risks

Vitalik Buterin introduced a local-first AI model that prioritizes on-device processing and storage. This design reduces external data exposure and limits dependency on centralized infrastructure. As a result, users retain stronger control over sensitive information.

He identified risks linked to cloud-based AI systems that process private data remotely. These systems may expose data to leaks, misuse, or unauthorized access. Therefore, he emphasized the need to minimize interactions with external servers.

Additionally, he addressed vulnerabilities in current AI tools, including hidden behaviors and unclear internal mechanisms. These concerns increase uncertainty about how models handle data. Consequently, local systems offer more transparency and predictable performance.

AI Agents Increase Security Challenges

The rise of autonomous AI agents has introduced new operational risks across digital environments. These agents perform extended tasks using multiple tools and interfaces. However, this capability increases opportunities for misuse and system manipulation.

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Researchers have demonstrated how malicious inputs can exploit AI agents during routine operations. In one instance, an agent executed harmful code after processing a compromised webpage. This action enabled unauthorized control over system functions.

Moreover, some AI tools allow silent data transfers through hidden network requests. Reports indicate that a portion of agent capabilities includes embedded malicious instructions. Therefore, these findings highlight the urgent need for stronger safeguards.

Hardware and Performance Shape Local AI Adoption

Buterin tested several hardware configurations to evaluate the feasibility of local AI deployment. These systems included high-performance laptops and specialized computing platforms. Each setup demonstrated varying levels of processing speed and efficiency.

A laptop equipped with a high-end graphics card delivered strong performance with large language models. It achieved nearly 90 tokens per second under optimal conditions. Meanwhile, other systems showed moderate speeds but remained functional for local use.

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He observed that performance below 50 tokens per second reduces usability for most tasks. Therefore, he favored powerful consumer devices over specialized hardware solutions. He also noted software tools that support efficient local inference management.

AI Development Aligns with Broader Technology Trends

The expansion of AI agents continues to align with broader digital transformation trends. These systems support automation and long-duration task execution across industries. However, their growth also increases exposure to security threats.

Some agents can modify system settings or introduce new communication channels without direct user approval. These capabilities expand potential attack surfaces within connected systems. As a result, security remains a central concern in AI development.

At the same time, projections indicate rapid growth in the AI agents market over the coming years. Industry estimates suggest strong expansion driven by automation demand. This trend reinforces the importance of secure and controlled AI deployment methods.

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Ethereum at risk of 2026 lows as $2,400 support fails to hold

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Ether (ETH) appears set for potential weakness if bulls cannot carve out daily closes above a critical price zone near $2,150 to $2,400. As macro developments continue to influence risk appetite, the asset faces a delicate balance between resistance at key levels and looming downside liquidity, underscored by a spike in futures-driven selling and a shifting derivatives landscape.

Key takeaways

  • ETH faces a stubborn ceiling around $2,150, with $2,400 acting as a second-order hurdle; a sustained break above $2,150 could open a path toward $2,400 and beyond.
  • A break below the rising trendline could shift focus toward $1,900, where liquidity pockets sit near early March lows; losing that level could expose ETH to a test of the yearly low near $1,736.
  • Derivatives activity shows a notable surge in futures selling on Binance, driven in part by macro headlines, including geopolitical tensions; ETH remains range-bound just below $2,150 for now.
  • Liquidation data reveals a larger pool of downside liquidity, with about $2.4 billion in long liquidations clustered near $1,845 and roughly $1.7 billion in short liquidations near $2,255, signaling asymmetric risk despite no crowded short positioning.
  • If ETH clears $2,150 decisively, the next resistance sits near $2,400, where thin trading activity could enable a faster move toward $2,800; otherwise, the market could drift lower toward the near-term liquidity pivot around $1,900.

Macro backdrop and price architecture

Ether’s price trajectory remains deeply entangled with broader macro shocks and risk-on/risk-off sentiment. Recent activity has been influenced by ongoing geopolitical developments and global macro data, with traders watching the potential impact on liquidity and appetite for risk assets. In this context, more than a billion dollars of futures-driven selling has been reported, amplifying downside pressure and raising the probability that ETH could dip toward early-year lows if buying power falters.

Technical resistance around $2,150 has repeatedly thwarted rallies over the past several weeks, forming a robust ceiling despite a pattern of higher highs and higher lows on the daily chart. A decisive move above $2,150 would be a prerequisite for the next leg higher, with $2,400 acting as a thinner zone of resistance before the market targets higher territory.

Liquidity dynamics and positioning

A key feature of the current setup is the distribution of liquidity around pivotal levels. The price action is intertwined with an ascending trendline that, if breached, could redirect momentum toward the $1,900 area. Within that zone lies concentrated liquidity linked to the first week of March, a critical pivot that, if breached, could open a more pronounced sell-side scenario and invite a test of the yearly low near $1,736.

On the derivatives front, traders have observed a notable spike in futures activity. A prominent crypto analyst highlighted a surge in Ether futures sell volume on Binance, amounting to around $1 billion within a short time window as macro headlines moved markets. While this indicates intensified selling pressure, ETH continues to hover just below the $2,150 threshold, keeping the door open for a move higher if demand returns.

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Liquidity heatmaps paint a nuanced picture: the market currently shows roughly $2.4 billion in long liquidations near the lower bound around $1,845 and about $1.7 billion in short liquidations near $2,255. This arrangement implies that downside liquidity is present and potentially influential, yet the short side has not become overcrowded, suggesting a more passive positioning backdrop rather than a crowding of sellers.

What could move ETH next

Looking ahead, a clean breakout above $2,150 would likely shift the narrative toward $2,400, a zone that, once cleared, could pave the way toward the next expansion plane around $2,800—an area that has seen sparse trading activity in recent months. Conversely, failure to reclaim the $2,150 level could leave ETH exposed to another leg lower, with $1,900 acting as a near-term liquidity pivot. A break below that pivot could increase the odds of testing the yearly low near $1,736, especially if macro catalysts deteriorate or risk appetite weakens further.

The broader context remains a balancing act between macro-driven risk sentiment and Ethereum-specific dynamics, including ongoing debates about liquidity, on-chain activity, and the potential for structural shifts in derivatives positioning. Investors will want to monitor daily closes above key levels, as well as any fresh headlines that could reshape volatility and liquidity in the near term.

As always, readers should stay tuned to forthcoming macro updates and market microstructure signals, which could tip the balance of ETH’s next directional move in the weeks ahead.

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This analysis reflects observed data and market signals up to now and does not constitute investment advice. Market conditions can change rapidly, and readers should perform their own research before making trading decisions.

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Trump Just Signaled Military Escalation Against Iran and Bitcoin Price Dropped 6% in Hours: Is $60,000 Next?

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Trump Just Signaled Military Escalation Against Iran and Bitcoin Price Dropped 6% in Hours: Is $60,000 Next?

Bitcoin price dropped to approximately $66,500, shedding nearly 6% in hours, after President Trump’s April 1st address signaled harder military strikes against Iran in the coming weeks, shattering the fragile optimism that had briefly lifted risk assets.

The S&P 500 followed into the red, with MSCI’s Asia Pacific index reversing a prior session’s rebound to fall 1.7%. Brent crude jumped more than 5% to above $106 a barrel as traders priced in prolonged Strait of Hormuz disruption. This market fallout is precisely the macro fog that keeps risk assets pinned.

Trump’s remarks reversed sentiment that had built earlier this week when he indicated a willingness to end the conflict before reopening the Strait of Hormuz, a critical global trade waterway.

The April 1st address walked that back entirely, using language that pointed toward escalation rather than negotiation. Investors received no timeline for resolution – only the prospect of intensified operations.

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Bitcoin’s digital gold narrative took another hit. With the 30-day rolling BTC-to-S&P 500 correlation spiking to 0.75 – its highest in months – institutional desks are treating Bitcoin as a high-beta tech proxy, not a geopolitical hedge. The safe-haven narrative is cracking.

Discover: The best crypto to diversify your portfolio during market turbulence

Bitcoin Price Prediction: Hold $65,000 Support or Another Leg Down?

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BTC is sitting at $66,500, stuck in a pattern of lower highs since the March peak at $76,000, with each recovery attempt getting weaker and selling pressure capping every bounce before it gets going.

The $64,000 to $65,000 floor is the level that matters most right now, it has held on multiple tests but a clean break below it opens the path straight back to $60,000 where the February wick bottomed out.

Source: BTCUSD / Tradingview

On the upside, $68,000 and then $70,000 are the levels that need to flip for any real recovery narrative to rebuild, and neither looks easy given how heavy every bounce has been recently.

Until one of those scenarios plays out, this is a chart in damage control mode.

The broader bearish trend in BTC’s recent price history makes this inflection point more consequential than it might otherwise appear.

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Bitcoin ended March up just 2%, snapping a five-month losing streak – but it remains down roughly 45% from its October peak above $126,000. Apparent demand was already negative by approximately 63,000 BTC as of late last month, per CryptoQuant.

“Stock and commodity markets continue to whipsaw according to Trump’s latest comments on geopolitical developments,” said Caroline Mauron, co-founder of Orbit Markets.

“Bitcoin is largely following stocks’ direction, though in the past few weeks it has showed reduced sensitivity to both good and bad news.” That reduced sensitivity may be the one thin positive – but it hasn’t prevented a $6,500 drop in a single session.

Tether Gold (XAUT)
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Notably, gold’s worst monthly performance in 17 years through March – down more than 11% – strips away the easy ‘rotate to safe havens’ narrative. Treasuries and cash are absorbing the flight-to-safety flow instead.

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The 10-year U.S. Treasury yield surged as markets priced in persistent inflation driven by energy supply disruptions, creating a direct headwind for non-yielding assets like Bitcoin. Until the Iran situation resolves cleanly in either direction, Bitcoin is unlikely to decouple.

Explore: The best pre-launch token sales with asymmetric upside potential

The post Trump Just Signaled Military Escalation Against Iran and Bitcoin Price Dropped 6% in Hours: Is $60,000 Next? appeared first on Cryptonews.

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X (Twitter) Targets Scams by Locking First-Time Crypto Posts

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X (formerly Twitter) is moving to automatically lock accounts that suddenly post about crypto for the first time, in a bid to curb a growing wave of hacks and scam promotions on the platform.

Product lead Nikita Bier said the system will flag accounts with no prior crypto activity that begin promoting tokens, triggering identity verification before further posts. 

The feature specifically targets a common attack pattern where hackers take over high-follower accounts and use them to push meme coins or phishing links.

The change reflects a broader crackdown on crypto-related spam, which has surged in recent months. 

Hacked accounts promoting tokens have become one of the most reliable scam vectors on X, often exploiting audience trust to drive quick liquidity before disappearing.

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In practice, the update treats sudden crypto activity as suspicious by default. That could reduce large-scale phishing campaigns but may also catch legitimate users posting about crypto for the first time.

Reaction has been split. Some users see it as a necessary step to clean up “crypto Twitter” and protect users from scams. 

Others argue it introduces excessive control, raising concerns about censorship and how platforms define “normal” behavior.

The post X (Twitter) Targets Scams by Locking First-Time Crypto Posts appeared first on BeInCrypto.

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Ethereum Price Prediction: Pepeto Raises Above $8.1M While ETH Drops Below $2,100 and SOL Faces Pressure

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Ethereum Price Prediction: Pepeto Raises Above $8.1M While ETH Drops Below $2,100 and SOL Faces Pressure

Google just warned that quantum computers could crack Bitcoin’s encryption in roughly nine minutes, a finding that rattled the crypto market this week. Ethereum and Solana are both losing ground for different reasons, and the ethereum price prediction shows limited recovery while traders weigh growing risks.

The real question is where smart money goes while the large caps stall. Pepeto has raised above $8.1M in presale, the Binance listing is approaching, and the entry available now is the asymmetric chance that large cap yields will never produce.

Google’s Quantum AI team published research showing that cracking crypto’s core encryption could need fewer than 500,000 qubits, far below earlier estimates, according to Bloomberg.

CoinDesk reported that roughly 6.9 million Bitcoin sit in wallets where public keys are already exposed. The findings do not mean an attack is imminent, but they tighten the timeline enough to change how traders think about where to put capital.

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Top 3 Cryptocurrencies Amidst the Ethereum Price Prediction

Pepeto

Google just proved that quantum threats are closer than anyone assumed, and the traders paying attention are repositioning now. Most will stay frozen, waiting for large caps to recover. The ones looking at Pepeto see what has not been priced in yet.

That is the difference that separates early movers from everyone else. Most people who missed the early stages of the biggest crypto runs did not have the right tools when it mattered, and by the time a breakout became obvious the entry that counted was gone.

Pepeto exists to close that gap. The cross chain bridge moves your holdings between blockchains so you are never trapped on one network when the opportunity lives on another. The zero fee swap engine trades any token pair across every major chain at zero cost, which means your position never gets eaten by fees while you try to grow it.

While the ethereum price prediction keeps pointing to limited recovery, Pepeto’s exchange tools are already live and working from entry to exit. The mind who built the first Pepe token is part of the dev team, and a former Binance expert leads alongside. At $0.000000186, the presale price is a fraction of what any buyer will pay once the Binance listing opens. A $25,000 position earns 189% APY through staking, putting $49,000 in yearly returns into your wallet just for holding while the listing approaches.

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That is the kind of return no large cap can produce from its current level. The presale is filling with serious capital, the Binance listing date is not moving backward, and the wallets that are not inside yet are running out of runway.

Ethereum

Ethereum is trading near $2,054 after a brief climb to $2,200 failed to hold, and the token remains down nearly 50% from its record high according to CoinMarketCap.

The Glamsterdam upgrade expected in June is the main catalyst, but derivatives still show heavy leverage that could trigger sharp moves. Even a push back to $2,400 delivers a modest return compared to the entries presale wallets are collecting before listing day.

Solana

Solana dropped to $79 after the Drift Protocol exploit drained $285 million from the network’s largest DeFi exchange according to Bloomberg.

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SOL recovered slightly but the damage to confidence is fresh. Even a reclaim of $100 delivers less than 20% from here, which barely registers against the kind of early entry presale tokens offer before they hit the open market.

The Bottom Line

The ethereum price prediction turned cautious after ETH failed to hold $2,200 and Solana took a direct hit from the Drift exploit. Even the Google quantum research that rattled the market did not change the fact that large caps have limited room from here. Capital always flows to the sharpest entry, and right now that flow is headed into Pepeto.

The presale is above $8.1M, whales are entering with real size, and the Binance listing is locked in, which you can verify at the Pepeto official website. The wallets that miss this window will spend the next cycle wishing they had moved faster.

Click To Visit Pepeto Website To Enter The Presale

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FAQs

What does the latest ethereum price prediction reveal after ETH pulled back from $2,200?

The ethereum price prediction shows ETH stuck below $2,200 with heavy leverage in derivatives, making a clean breakout difficult to call right now.

What is the ETH price forecast as geopolitical volatility and DeFi exploits shake confidence?

The ETH price forecast remains cautious because macro pressure and the Drift Protocol fallout are keeping risk appetite low across the market.

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What does the latest ethereum market news mean for investors seeking better early stage opportunities?

Ethereum market news highlights limited large cap returns, pushing investors toward early presale entries like Pepeto that carry far bigger potential before the Binance listing, and all details are at the Pepeto official website.


Disclaimer: This is a Press Release provided by a third party who is responsible for the content. Please conduct your own research before taking any action based on the content.

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BTC Price Trades at $66K With 44% of Supply Now in the Red

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Cryptocurrencies, Bitcoin Price, Markets, Price Analysis, Market Analysis

Bitcoin (BTC) traded at $66,450 on Thursday, a 47% drawdown from its all-time high of $126,000 reached in October 2025. As a result, many BTC holders are sitting on significant unrealized losses, underscoring the risks still facing Bitcoin investors at current levels. 

Key takeaways:

  • Bitcoin’s 47% drawdown from its $126,000 all-time high has left holders with nearly $600 billion in unrealized losses.

  • Apparent demand and buying from US investors remain in deep contraction, suggesting broader market distribution. 

44% of Bitcoin circulating supply now in the red

BTC/USD trades 24% below its yearly open of $87,500 after it closed 2025 in the red. The prolonged weakness has pushed a significant portion of its supply underwater.

As Bitcoin trades at $66,450 on Thursday, roughly 8.8 million BTC are held at a loss, representing $598.7 billion in unrealized losses, or more than 44% of the circulating supply, according to data from Glassnode.

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Related: Bitcoin risks new lows as US dollar targets highest level since April 2025

The magnitude of this figure implies a “structural resemblance to conditions observed in Q2 2022,” Glassnode said in its latest Week On-chain newsletter.

Glassnode explained that the 2022 bear market provides a precedent when roughly 3 million BTC needed to be redistributed before the market could recover. 

“Historically, resolving a supply overhang of this scale has required a meaningful redistribution of coins from loss-realizing holders to new buyers at lower prices.”

Cryptocurrencies, Bitcoin Price, Markets, Price Analysis, Market Analysis
BTC: Total supply in loss. Source: Glassnode

This mounting paper loss has eroded conviction, prompting long-term holders (LTH) to capitulate by selling below their cost basis.

LTH realized loss, a metric that  measures the aggregate dollar value of Bitcoin sold at a loss by investors who have held BTC for more than 155 days, has risen to $200 million, “confirming active capitulation,” Glassnode said, adding:

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“A meaningful cooldown toward levels below $25M per day would represent a more compelling signal of exhaustion in selling pressure, and a prerequisite for the base formation that historically precedes a sustainable bull market transition.” 

Bitcoin LTH realized loss. Source: Glassnode

BTC’s spot price is also below the average cost basis of US spot Bitcoin ETF holders, currently at $83,408, suggesting that these investors are increasingly under strain.

US spot Bitcoin ETF cost basis chart. Source: Glassnode

The risk-off sentiment is also seen in global Bitcoin investment products, which recorded more than $194 million in net outflows during the week ending March 27.

Bitcoin apparent demand contraction persists

Bitcoin’s apparent demand has stayed negative since mid-December 2025, as traders and investors continue to be risk-off amid BTC’s price weakness.

Capriole Investment’s Bitcoin Apparent Demand metric shows that the demand for Bitcoin is at -1,623 BTC on Thursday, and that sellers are in control.

Bitcoin apparent demand. Source: Capriole Investments.

The continued contraction in total apparent demand indicates persistent “selling from retail,” CryptoQuant said in its latest Weekly Crypto report, adding:

“The sustained demand contraction, now persisting since late November 2025, confirms that the broader market remains in distribution.”

Meanwhile, Bitcoin’s Coinbase Premium Index, which measures the difference in pricing between the BTC/USD pair on Coinbase and Binance, also remains in negative territory.

“The persistent negative premium indicates that US investors have not yet re-entered the market at scale,” CryptoQuant said, adding:

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“This is consistent with the demand contraction seen across on-chain metrics.”

Bitcoin Coinbase Premium Index. Source: CryptoQuant

As Cointelegraph reported, Bitcoin price risks new lows in the short term amid a strengthening US dollar.