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Bitcoin Hovers at $96,000, Altcoins Rise and Fall Unevenly—Where Will the Bull Market Go Next?
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The Final Cut: Will the Rate-Cycle End in Another Bitcoin Crash?
A 25-bp Gift from the Fed The FOMC just trimmed rates by 25 basis points—historic only in the sense that it may turbo-charge a bull run that is already on borrowed time. With the 2024 halving now 17 months behind us, history says a cyclical top is due around December 2025. Chair Powell’s cut—and the hint of two more before year-end—gives the ≈ US-$ 7.4 trn parked in money-market funds a powerful incentive to reach for yield. Spot-Bitcoin ETFs, BTC-treasury companies and zero-friction broker a...
Robinhood vs. Coinbase: A $160-Billion Duel
Baihua Blockchain • August 11, 2025 Author: Thejaswini MA | Translated & edited by Baihua --- A Quiet War in Your Pocket A silent battle is unfolding on your phone screen, and most people still haven’t noticed. America’s two flagship finance apps—Robinhood and Coinbase—are running diametrically opposed experiments on millions of users. Robinhood sits at No. 14 in the App Store’s Finance category; Coinbase is at No. 20. Both are worth roughly $80 billion. Both chase the same young investors, y...
$500 Million Bet on Anthropic: SBF Almost Made the Most Successful Investment in AI History
In 2021, Sam Bankman-Fried (SBF), founder of the cryptocurrency exchange FTX, invested $500 million in AI company Anthropic through his hedge fund Alameda Research, acquiring approximately 8% equity. At that time, the AI boom had not yet begun, and this investment was regarded as a highly forward-looking high-stakes bet. However, in 2022, SBF’s empire collapsed due to the FTX crisis, and his assets were liquidated. FTX eventually sold its Anthropic stake in two installments, reclaiming approx...
Support TALK ABOUT WEB3
Bitcoin Hovers at $96,000, Altcoins Rise and Fall Unevenly—Where Will the Bull Market Go Next?
The Final Cut: Will the Rate-Cycle End in Another Bitcoin Crash?
A 25-bp Gift from the Fed The FOMC just trimmed rates by 25 basis points—historic only in the sense that it may turbo-charge a bull run that is already on borrowed time. With the 2024 halving now 17 months behind us, history says a cyclical top is due around December 2025. Chair Powell’s cut—and the hint of two more before year-end—gives the ≈ US-$ 7.4 trn parked in money-market funds a powerful incentive to reach for yield. Spot-Bitcoin ETFs, BTC-treasury companies and zero-friction broker a...
Robinhood vs. Coinbase: A $160-Billion Duel
Baihua Blockchain • August 11, 2025 Author: Thejaswini MA | Translated & edited by Baihua --- A Quiet War in Your Pocket A silent battle is unfolding on your phone screen, and most people still haven’t noticed. America’s two flagship finance apps—Robinhood and Coinbase—are running diametrically opposed experiments on millions of users. Robinhood sits at No. 14 in the App Store’s Finance category; Coinbase is at No. 20. Both are worth roughly $80 billion. Both chase the same young investors, y...
$500 Million Bet on Anthropic: SBF Almost Made the Most Successful Investment in AI History
In 2021, Sam Bankman-Fried (SBF), founder of the cryptocurrency exchange FTX, invested $500 million in AI company Anthropic through his hedge fund Alameda Research, acquiring approximately 8% equity. At that time, the AI boom had not yet begun, and this investment was regarded as a highly forward-looking high-stakes bet. However, in 2022, SBF’s empire collapsed due to the FTX crisis, and his assets were liquidated. FTX eventually sold its Anthropic stake in two installments, reclaiming approx...
As of February 18, 2025, the global cryptocurrency market cap fell by 0.26% to $3.18 trillion. Despite the overall decline in market value, trading volume surged significantly, with intraday total trading volume rising by 56.04% to $94.67 billion. Bitcoin (BTC) prices continued to hover around $96,000, while Ethereum (ETH) saw a modest increase of 2%. Meanwhile, XRP and Solana (SOL) prices fell by 2%-5%, further increasing market uncertainty.
Bitcoin (BTC) closed at $96,258, a slight increase of 0.07% from yesterday. The intraday low and high for the token were $95,243.54 and $97,032.24, respectively. Bitcoin's market dominance rose by 0.10% to 59.83%.
Ethereum (ETH) prices rose by about 2% over the past 24 hours, closing at $2,712. The 24-hour low and high for the token were $2,640.18 and $2,848.78, respectively.
In 2025, U.S. macroeconomic policies will be the key determinant for the second half of the crypto bull market. Unlike previous cycles, this bull run is characterized by institutional dominance due to regulatory compliance, making institutions more sensitive to macroeconomic factors. This week, two macroeconomic data points are worth noting:
Federal Reserve Meeting Minutes: The minutes from the Fed's January meeting, released early Thursday, will reveal officials' stance on tariffs, which could indirectly impact the crypto market.
University of Michigan Inflation Expectations Data: The inflation expectations data released on Friday evening are highly anticipated. If the data exceeds 4.3%, it could further erode market confidence. Conversely, a decline in the data could boost market sentiment.
Sui (SUI)
Currently trading at $3.10, SUI is one of the fastest-growing altcoins.
Analysts predict a 300% growth potential for this year, with VanEck's Patrick Bush highlighting Sui's efficiency and scalability.
Sui is a high-performance blockchain platform known for its fast transaction speeds and strong ecosystem potential, led by a team with Meta backgrounds.
Aave (AAVE)
AAVE's price movement shows that it is exploring key resistance levels after a significant rebound.
The token recently approached the resistance level of $249, and if it breaks through, it could target the next resistance level at $245.03.
Aave has gained attention due to the increase in funds locked in the chain (TVL), and the market considers it undervalued.
Despite the uneven performance of Bitcoin and some altcoins in the current market, macroeconomic policies and market sentiment remain the key factors determining the direction of the bull market's second half. As uncertainties gradually dissipate, the market is expected to continue its upward trend. Investors should closely monitor macroeconomic data and policy dynamics while keeping an eye on promising altcoins like Sui and Aave.
As of February 18, 2025, the global cryptocurrency market cap fell by 0.26% to $3.18 trillion. Despite the overall decline in market value, trading volume surged significantly, with intraday total trading volume rising by 56.04% to $94.67 billion. Bitcoin (BTC) prices continued to hover around $96,000, while Ethereum (ETH) saw a modest increase of 2%. Meanwhile, XRP and Solana (SOL) prices fell by 2%-5%, further increasing market uncertainty.
Bitcoin (BTC) closed at $96,258, a slight increase of 0.07% from yesterday. The intraday low and high for the token were $95,243.54 and $97,032.24, respectively. Bitcoin's market dominance rose by 0.10% to 59.83%.
Ethereum (ETH) prices rose by about 2% over the past 24 hours, closing at $2,712. The 24-hour low and high for the token were $2,640.18 and $2,848.78, respectively.
In 2025, U.S. macroeconomic policies will be the key determinant for the second half of the crypto bull market. Unlike previous cycles, this bull run is characterized by institutional dominance due to regulatory compliance, making institutions more sensitive to macroeconomic factors. This week, two macroeconomic data points are worth noting:
Federal Reserve Meeting Minutes: The minutes from the Fed's January meeting, released early Thursday, will reveal officials' stance on tariffs, which could indirectly impact the crypto market.
University of Michigan Inflation Expectations Data: The inflation expectations data released on Friday evening are highly anticipated. If the data exceeds 4.3%, it could further erode market confidence. Conversely, a decline in the data could boost market sentiment.
Sui (SUI)
Currently trading at $3.10, SUI is one of the fastest-growing altcoins.
Analysts predict a 300% growth potential for this year, with VanEck's Patrick Bush highlighting Sui's efficiency and scalability.
Sui is a high-performance blockchain platform known for its fast transaction speeds and strong ecosystem potential, led by a team with Meta backgrounds.
Aave (AAVE)
AAVE's price movement shows that it is exploring key resistance levels after a significant rebound.
The token recently approached the resistance level of $249, and if it breaks through, it could target the next resistance level at $245.03.
Aave has gained attention due to the increase in funds locked in the chain (TVL), and the market considers it undervalued.
Despite the uneven performance of Bitcoin and some altcoins in the current market, macroeconomic policies and market sentiment remain the key factors determining the direction of the bull market's second half. As uncertainties gradually dissipate, the market is expected to continue its upward trend. Investors should closely monitor macroeconomic data and policy dynamics while keeping an eye on promising altcoins like Sui and Aave.
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