Strategy’s Bitcoin Accumulation Continues to Grow

Strategy has been one of the leading companies positioning Bitcoin as a core reserve asset in recent years. According to the company’s latest statement, this large purchase completed within just one week significantly expanded its Bitcoin portfolio. As part of the transaction carried out between March 9 and March 15, 2026, the company bought 22,337 BTC at an average price of $70,194, bringing the total value of the purchase to approximately $1.57 billion. This move shows that Strategy has not stepped back from its long-term Bitcoin investment strategy and continues to see digital assets as an important part of its corporate reserves. At the same time, such high-volume purchases demonstrate that institutional investors’ confidence in the cryptocurrency market remains strong and that major players continue to take an active role in the market.

In recent years, institutional interest in Bitcoin has steadily increased. The decision of large companies to allocate part of their reserves to Bitcoin has helped digital assets gain a stronger position within the global financial system. Strategy’s major purchase also created a significant psychological impact on the market and redirected investor attention toward institutional activity. Many analysts believe that increasing institutional interest in Bitcoin could affect not only short-term price movements but also the long-term structure of the market. Large-scale acquisitions like this contribute to broader acceptance of Bitcoin in the global financial system while reinforcing the ongoing trend of institutional investment.

What Does This Mean for the Bitcoin Market?

Large purchases of this scale are often seen as important indicators of market confidence. Billion-dollar institutional investments, in particular, demonstrate sustained long-term confidence in Bitcoin. Growing interest from institutional investors not only strengthens market liquidity but also contributes to wider acceptance of digital assets within the traditional financial world. Strategy’s $1.57 billion purchase shows that Bitcoin is increasingly becoming a part of institutional investment portfolios. According to analysts, such major institutional moves create a positive effect on market sentiment while also accelerating the maturation of the cryptocurrency market. At the same time, the increasing accumulation of Bitcoin by corporate entities further strengthens the position of digital assets as a long-term investment and store of value, while continuing to support overall market confidence.

Evaluation

Strategy’s $1.57 billion investment, through the purchase of 22,337 BTC, stands out as a strong indicator of institutional confidence in Bitcoin. The move demonstrates that the company has not abandoned its long-term digital asset strategy and continues to view Bitcoin as one of its primary reserve assets. The continuation of Strategy’s long-term accumulation strategy also highlights the growing role of Bitcoin in the institutional financial world. According to analysts, such major institutional purchases not only send a strong signal of confidence to the market but also serve as an important reference point for other large investors. If similar institutional moves increase in the coming period, they could further strengthen the cryptocurrency market and reinforce Bitcoin’s position within the global financial system.

You can also freely share your thoughts and comments about the topic in the comment section. Additionally, don’t forget to follow us on our Telegram, YouTube, and Twitter channels for the latest news and updates.

The post Strategy’s Massive Bitcoin Purchase Moved the Market! appeared first on Coin Engineer.

At the center of the discussion lies the competition for electricity usage among miners and its potential impact on the hash power of the Bitcoin network.

Electricity Competition Between Artificial Intelligence and Bitcoin Mining

According to crypto trader Ran Neuner, the artificial intelligence sector has become one of the biggest competitors facing Bitcoin mining. Neuner points out that both sectors consume large amounts of electricity, but artificial intelligence data centers can generate significantly higher revenue from the same energy.

According to Neuner’s assessment, revenue per megawatt in Bitcoin mining ranges from approximately $57 to $129, while in artificial intelligence data centers this figure can reach $200 to $500 levels. It is stated that this difference is causing some miners to shift their operations toward the artificial intelligence side.

Some developments signaling this transition are also noteworthy. It is reported that Core Scientific has secured up to $1 billion in credit for artificial intelligence hosting services, MARA Holdings has filed an application indicating plans to sell a portion of its Bitcoin holdings as part of its artificial intelligence strategy, and Hut 8 has signed a $7 billion artificial intelligence infrastructure agreement with Google.

Network Security Debate

Neuner argues that miners leaving the network could lead to a decline in hash rate, which in theory could increase the risk of a 51% attack. Indeed, the total hash power of the Bitcoin network has declined by approximately 14.5% from its peak level reached in October.

However, there are also those who disagree with this view. According to Adam Back, one of Bitcoin’s early developers and a cryptographer, Bitcoin’s difficulty adjustment mechanism is designed precisely for such situations. Since mining difficulty adjusts automatically, while inefficient miners exit the system, the profitability of the remaining miners can increase.

Similarly, investor Fred Krueger states that in the event of rising electricity prices, some miners may temporarily halt operations, but mining can become profitable again following the difficulty adjustment.

Energy Usage and Alternative Views

Bitcoin ESG expert Daniel Batten approaches the discussion from a different perspective. According to Batten, data shows that the growth of the artificial intelligence sector is actually dependent on Bitcoin mining in some cases.

Batten argues that Bitcoin mining can utilize unused energy sources, act as a flexible load balancer in energy grids, and operate with cheaper energy sources.

Bitcoin Price Could Be Decisive

According to Ran Neuner, one of the most important factors determining whether miners will shift toward artificial intelligence will be the trajectory of Bitcoin’s price. In his view, a strong price rally could keep miners in the network.

Bitcoin’s price has recently gone through a challenging period, recording five consecutive months of declines. This situation was last seen during the bear market in 2018. Nevertheless, March has so far shown a positive picture, with Bitcoin’s price rising approximately 8% since the beginning of the month.

You can also freely share your thoughts and comments about the topic in the comment section. Additionally, don’t forget to follow us on our Telegram, YouTube, and Twitter channels for the latest news and updates.

The post Is Artificial Intelligence Data Centers a Threat to Bitcoin Mining? appeared first on Coin Engineer.

Massive Treasury Accumulation Model Continues

On X, Saylor used the phrase “Expand Orange Dots” in his eleventh 2026 post, a pattern typically associated with Strategy’s Bitcoin purchases. Since late 2020, the company has accumulated 738,731 BTC through 102 purchases. The total cost basis is approximately $56.04 billion, with an average entry price of $75,863 per coin. At current prices, the position shows an unrealized loss of around $3 billion (5.4%), yet the broader accumulation strategy continues despite market fluctuations.

Historically, Saylor signaled purchases on Sundays, months before official announcements. This latest hint follows Strategy’s purchase of 17,994 BTC last week and shows the company continues its long-term accumulation plan.

Market Structure and Liquidity Trends

Strategy continues to finance Bitcoin purchases through debt and equity. Treasury companies may experience declines in net asset value during market drops, but this approach remains active. Investors speculate Strategy may have bought over 1,000 BTC this week, supported by stock sale programs providing additional funding. This has increased demand for STRC preferred shares among investors seeking indirect Bitcoin exposure.

Activity in MSTR Shares

Short positions have increased recently in Saylor’s strategy, reflecting bearish bets on the company’s Bitcoin exposure. Analyst Darkfost notes that long-term holders still control roughly 79% of circulating Bitcoin, contrasting with the 2021 cycle when supply held by long-term holders fell from 82% to 70% within six months. In the current cycle, supply transfers occur in multiple waves, and short-term investors gradually become long-term holders.

Meanwhile, MSTR shares reacted to recent developments, closing Friday at $137.34 and trading after hours at $138.40. Intra-day, the stock fluctuated between $138.44 and $147.26, with an average volume of 24.52 million shares. Of course, the fine line between corporate treasury management and individual investor psychology will become clearer in the coming days as official data is released.

Also, in the comment section, you can freely share your comments and opinions about the topic. Additionally, don’t forget to follow us on Telegram, YouTube and Twitter for the latest news and updates.

The post Michael Saylor Signals New Bitcoin Purchase appeared first on Coin Engineer.

Especially the inflation data to be released in the US, the Federal Reserve’s (Fed) interest rate decision, and tensions in the Middle East are among the topics closely followed by investors. How will Bitcoin and cryptocurrencies react?

Fed Meeting and Interest Rate Decision

The most important development of the week will be the Fed’s monetary policy meeting. Markets are focused not only on the central bank’s decision regarding interest rates but also on Fed Chair Jerome Powell’s statements.

Expectations in the futures market indicate that the Fed will not make any changes to interest rates at this meeting. According to current forecasts, the probability of rates remaining unchanged is quite high.

Nevertheless, investors will closely monitor Powell’s assessments, particularly regarding the impact of developments related to Iran on energy prices and inflation. Concerns that rising energy prices could increase inflationary pressure have already weakened rate cut expectations.

Inflation Data and Economic Indicators

The Producer Price Index (PPI) data for February, to be released on Wednesday, also holds critical importance for the markets. This data can provide important signals about inflation trends as it reflects changes in production costs.

Analysts state that the PPI data is not expected to have a strong enough impact to change the Fed’s current tight monetary policy stance. Nevertheless, every new inflation indicator continues to influence rate expectations.

Later in the week, the Philadelphia Fed Manufacturing Index and January new home sales data will be released. These indicators can provide additional clues about the overall health of the US economy.

Bitcoin Solid Stance: Middle East Tensions

In addition to economic developments, geopolitical risks are also on the markets’ agenda. Over the weekend, it was reported that the US carried out an attack on Iran’s Harg Island region, which is critical for the country’s oil industry.

Following this development, oil prices rose again, reaching approximately $100 per barrel. The increase in energy prices is seen as an important factor that could affect global inflation expectations.

On the other hand, US President Donald Trump is expected to announce the formation of a joint naval security coalition with certain countries to escort ships passing through the Strait of Hormuz.

The fact that all these developments are occurring within the same week is creating an environment of increased uncertainty in financial markets. Therefore, both upcoming economic data and geopolitical developments are evaluated as likely to lead to higher short-term fluctuations in the crypto markets.

You can join our Telegram channel to not miss the news and stay informed about the crypto world.

The post Critical Week for Bitcoin: Inflation, Rates, and Middle East Tensions appeared first on Coin Engineer.

Exchange supply metrics track the portion of circulating Bitcoin held in wallets associated with centralized exchanges. Currently, approximately 1.15 million BTC is held on exchanges, representing just 5.74% of the total supply. In comparison, past market cycles show that before similar declines, exchange balances had exceeded 3 million BTC. This highlights the potential for a supply shock.

Liquidity Shrinks, Price Movements Intensify

As exchange balances drop, the number of coins immediately available in the market decreases. Actually, when coins move to private wallets or cold storage, supply tightens and price movements can become sharper. Order book depth diminishes; even relatively small buy or sell orders can move the market more aggressively.

Cryptoquant data shows that exchange reserves decreased from over 3.2 million BTC in 2024 to around 2.73 million BTC by March 2026. The market price is roughly $70,500, providing a clear comparison between supply and market value over multiple cycles.

Key exchange balances and percentages:

• Total BTC: ~21 million

• BTC on exchanges: ~1.15 million

• Exchange-held percentage: 5.74%

• Early 2024 exchange reserves: 3.2 million BTC

• March 2026 exchange reserves: 2.73 million BTC

Scarcity Dynamics and Long-Term Holding Trend

So, the drop in exchange reserves shows the long-term holding trend accelerating. Liquidity is decreasing, and the market is more sensitive. Even though over 20 million coins have been mined, the fact that less than 5% remain on exchanges strengthens scarcity dynamics. Supply tightens, and if demand rises, price impact grows larger.

Question: Why are Bitcoin exchange balances dropping and how does it affect prices?
Answer: As exchange reserves fall, fewer coins are immediately sellable. This makes price movements sharper during demand surges. Long-term holding strengthens, and scarcity increasingly impacts Bitcoin’s valuation.

Also, you can freely share your thoughts and comments about the topic in the comment section. Additionally, please follow us on our Telegram, YouTube and Twitter channels for the latest news and updates.

The post Bitcoin Supply on Exchanges Hits November 2017 Levels appeared first on Coin Engineer.

How Did the Venus Protocol Attack Happen?

On-chain data reveals that the attack was carried out using a highly planned and complex strategy. According to analyses, the attacker used an address beginning with 0x1a35 and spent a long period preparing within the system. Research indicates that over approximately nine months, the attacker gradually accumulated around 84% of the THE token supply (about 14.5 million tokens) while quietly attempting to gain control over market liquidity. The actual exploit began when the tokens were transferred directly to the protocol contract. With this method, the attacker managed to bypass the platform’s normal deposit and supply cap control mechanisms. As a result, a collateral position far exceeding the system’s allowed limits was created. Ultimately, the attacker established a massive collateral position reaching approximately 3.7 times the permitted limit, enabling them to borrow a significant amount of assets from the protocol.

Using the inflated collateral value, the attacker borrowed large amounts of crypto assets from the protocol. According to blockchain analysis, the assets taken included:

• 20 BTC (Bitcoin)
• 1.58 million USDC
• 801 BNB
• 6.67 million CAKE tokens

As a result of these transactions, the total loss was reported to exceed $3.7 million.

Price Manipulation and THE Token Collapse

One of the strategies used during the attack involved price manipulation. After borrowing assets from the protocol using THE tokens as collateral, the attacker bought more THE tokens from the market to increase the collateral value. The goal was to wait for the oracle price mechanism to update, artificially inflating the collateral value and enabling the withdrawal of even more assets from the system. During this manipulation process, the THE token price rose from approximately $0.26 to $0.56. However, once the liquidation process began, heavy selling pressure quickly emerged in the market, causing the token price to drop sharply to around $0.22. Following the incident, market confidence declined, and the THE token lost more than 17% of its value within 24 hours.

After the attack, the Venus Protocol team quickly implemented several security measures. In a statement, the platform said:

“While we continue investigating unusual activity in the THE pool, we have temporarily suspended all THE borrowing and withdrawal operations to prevent further abuse.”

Additionally, the platform temporarily paused operations in several markets with high liquidity concentrations, including BCH, LTC, UNI, AAVE, FIL, and TWT.

DeFi Security Back in the Spotlight

This incident once again highlights that security vulnerabilities remain a significant risk in the DeFi ecosystem. As the industry grows, attack methods are becoming increasingly sophisticated. According to data from blockchain security firm PeckShield, total losses from crypto hacks fell to $49 million in February, marking the lowest level in the past year. However, phishing and social engineering attacks have increased during the same period. Experts emphasize that DeFi platforms need stronger security measures, particularly in critical areas such as supply caps, oracle price mechanisms, and collateral systems. The Venus Protocol attack once again exposed the security risks faced by decentralized finance platforms. The exploit, which resulted in a $3.7 million loss, demonstrates that supply cap manipulation and the abuse of pricing mechanisms continue to pose serious threats to DeFi protocols. Experts stress that strengthening security infrastructure is crucial for maintaining investor confidence in the DeFi ecosystem.

In the comment section, you can freely share your comments and  opinions about the topic. Additionally, don’ t forget to follow us on Telegram, YouTube, and Twitter for the latest news and updates.

The post Hack Shock in the Crypto Market: The Price Dropped Sharply! appeared first on Coin Engineer.

Bitcoin ETF Inflows Supported the Price

According to market data, Bitcoin experienced a volatile trading session throughout the day. The largest cryptocurrency climbed above $74,000 during the day. Analysts note that strong capital inflows into spot Bitcoin ETFs were particularly influential behind this rise. Over the past week, spot Bitcoin ETFs recorded a total net inflow of $767.3 million. During the same period, spot Ethereum ETFs also saw net inflows of $160.8 million. Bitrue Research Lead Andri Fauzan Adziima commented on the situation:

“Bitcoin climbed back toward the $73,000 level thanks to strong spot ETF inflows, a post-liquidation short squeeze, and institutional and whale accumulation in a reduced supply environment following the halving.”

Bitcoin’s rise occurred despite ongoing tensions between the United States and Iran and increasing geopolitical risks in global markets. Iranian officials stated they are prepared for a prolonged conflict, while rising tensions in the region also increased volatility in the oil market. In particular, the possibility of the Strait of Hormuz being closed pushed oil prices higher, with crude oil trading around $98 per barrel. Analysts note that in such uncertain environments, Bitcoin is increasingly being positioned as “digital gold.”

According to Adziima, the current rise may not yet mark the beginning of a confirmed bull rally:

“This move looks more like a solid relief bounce from the mid-$60,000 lows. However, if ETF inflows continue, targets above $80,000 for Bitcoin remain possible.”

Critical Support and Resistance Levels

Market analysts point to several key support and resistance levels when evaluating Bitcoin’s short-term price movements. After the recent rise, the levels at which the price holds or breaks through may determine the market’s direction.

• $70,000 – $71,000: Stands out as a strong support zone. Maintaining this level is considered important for the continuation of upward momentum.
• $73,000 – $74,000: Considered a key resistance zone that needs to be broken in the short term.
• Break above $75,000: According to analysts, a strong move above this level could pave the way for the start of a new upward trend.

Zeus Research analyst Dominick John notes that a clear breakout above the $75,000 level could trigger a stronger bullish movement in the market. If this level is surpassed, investors may begin to expect a more powerful upward trend.

Altcoins Also Posted Gains

Bitcoin’s rise created a positive atmosphere across the broader cryptocurrency market. As the leading cryptocurrency gained value, buying activity accelerated in the rest of the market and notable price increases were observed among major altcoins.

• Ethereum (ETH): rose to around $2,300
• Solana (SOL): reached approximately $94
• XRP: began trading around $1.50

This rise in the altcoin market indicates that investors are starting to show renewed risk appetite. Analysts note that strong price movements in Bitcoin often provide momentum for the altcoin market as well, supporting a broader recovery across the market.

Millions of Dollars in Liquidations

With the recent rise, significant liquidations also occurred in the crypto derivatives market. In the last 24 hours, positions worth a total of $340.98 million were liquidated.

Most of these liquidations came from short positions.

• Total liquidations: $342.05 million
• Short positions: $282.86 million

This suggests that the market’s upward movement was largely supported by a short squeeze.

Bitcoin approaching the $74,000 level signals a strong recovery driven by ETF inflows, institutional demand, and short liquidations. At a time when geopolitical uncertainties are increasing, Bitcoin once again standing out with the “digital gold” narrative could boost investor interest in the crypto market. Analysts state that if a breakout above $75,000 occurs, the $80,000 level could once again come into focus for Bitcoin.

In the comment section, you can freely share your comments and  opinions about the topic. Additionally, don’ t forget to follow us on Telegram, YouTube, and Twitter for the latest news and updates.

The post Bitcoin Climbs to $74,000: Will the Rise Continue? appeared first on Coin Engineer.

In response to the event, the Aave team announced plans to introduce a new protection mechanism called Aave Shield, designed to reduce the likelihood of similar incidents occurring in the future.

Aave Shield Aims to Prevent High-Risk Trades

The upcoming Aave Shield feature will add an additional layer of protection for users who perform token swaps through Aave’s interface. Under this system, transactions that would cause a price impact greater than 25% will automatically be blocked.

The goal is to prevent users from unintentionally executing trades that could result in severe losses due to extreme price deviations. However, Aave clarified that experienced users who intentionally want to proceed with such high-risk transactions will still have the option to manually disable the protection feature.

By introducing this safeguard, the protocol aims to improve the safety of trading within its interface while still maintaining flexibility for advanced traders.

How the $50 Million Swap Loss Happened

The incident occurred when a user attempted to convert approximately $50.4 million worth of USDT into AAVE tokens. The transaction was executed through CoW Swap, a decentralized exchange infrastructure used to route trades.

Due to insufficient liquidity in the selected trading route, the swap experienced an extremely high price impact. As a result, the user ultimately received only about $36,500 worth of AAVE tokens despite initiating a trade valued at more than $50 million.

The transaction led to a total loss exceeding $50 million.

Part of this loss was also attributed to a Maximal Extractable Value (MEV) bot that carried out a sandwich attack during the transaction. The bot reportedly captured nearly $10 million in profit from the event.

Platform Warnings Were Ignored

Aave’s post-incident explanation noted that several warnings had been displayed on the interface before the trade was finalized.

The platform reportedly alerted the user about the extremely high price impact and warned that low liquidity could significantly reduce the amount of tokens received. Additionally, the user confirmed a statement acknowledging that the transaction could potentially result in a complete loss of value.

Despite these alerts, the transaction was still approved and executed.

Technical Issues Also Played a Role

The team behind CoW Swap, known as CoW DAO, later stated that the incident was not solely the result of low liquidity. According to their explanation, certain infrastructure issues also contributed to the unfavorable outcome.

One of the systems responsible for identifying optimal trade routes—known as a solver—was affected by an outdated gas limit, preventing more favorable price quotes from being considered. Another solver that had produced a significantly better quote reportedly failed to submit the transaction on-chain when it had the opportunity.

CoW DAO also indicated that a potential mempool leak may have further influenced the extreme price movement observed during the trade.

DeFi Infrastructure Risks Back in Focus

The incident has once again highlighted the risks that can arise within decentralized finance systems, particularly when large transactions interact with markets that lack sufficient liquidity.

Both Aave and CoW DAO stated that investigations into the event are ongoing and that they are working transparently with the broader community to better understand what happened.

With the upcoming launch of Aave Shield, Aave hopes to strengthen user protections and reduce the chances of similar high-impact trading incidents occurring in the future.

You can also freely share your thoughts and comments about the topic in the comment section. Additionally, don’t forget to follow us on our Telegram, YouTube, and Twitter channels for the latest news and updates.

The post Aave Announces New Safety Feature: Aave Shield appeared first on Coin Engineer.

Over the past 24 hours, Bitcoin has gained more than 3%, pushing its price to around $73,700. With this move, the asset has managed to rise above the 50-day moving average, which was hovering near $71,125 at the time of the move.

Why the 50-Day Moving Average Matters

The 50-day moving average is one of the most widely used indicators in financial markets when assessing medium-term trends. Traders and analysts frequently rely on this metric to determine whether market sentiment is leaning bullish or bearish.

When an asset trades below this level for an extended period and then successfully breaks above it, the move is often interpreted as a potential signal of improving market conditions. Such breakouts can suggest that buying pressure is returning and that the market may be entering a new phase of upward momentum.

Market observers note that maintaining price action above this level in the coming days could be an important factor in confirming the strength of the current trend.

Resilience Despite Global Uncertainty

Bitcoin’s recent upward movement has taken place against a backdrop of global market volatility. Geopolitical tensions in the Middle East and developments related to Iran have contributed to fluctuations across financial markets, while several Asian equity markets have also experienced notable instability.

Despite these pressures, Bitcoin has shown relative resilience. The ability of the cryptocurrency to advance during a period of global uncertainty has drawn attention from investors who are increasingly evaluating digital assets within the broader macroeconomic landscape.

Can the Rally Continue?

Although breaking above the 50-day moving average is generally seen as a positive technical signal, it does not guarantee the continuation of a sustained uptrend.

Historical examples illustrate that similar breakouts have produced mixed outcomes. Earlier in the year, Bitcoin experienced a comparable move that led to an approximately 8% price increase. However, that rally lasted only about two weeks before selling pressure returned to the market.

For this reason, analysts caution that while the recent breakout is encouraging, it should not be viewed as definitive proof of a long-term bullish trend.

Focus Shifts to the $75,000 Level

If Bitcoin’s upward momentum continues, the next key level attracting market attention is $75,000. This area is particularly significant in derivatives markets, where a large concentration of positions is believed to exist.

Market makers are reportedly holding substantial short gamma exposure around this level. As prices move closer to $75,000, these participants may need to buy Bitcoin to rebalance their positions, a dynamic that could increase price volatility.

As a result, any approach toward the $75,000 mark may lead to heightened market activity and sharper price movements in the near term.

This content is for informational purposes only and does not constitute investment advice.

Also, in the comment section, you can freely share your comments and opinions about the topic. Additionally, don’t forget to follow us on Telegram, YouTube and Twitter for the latest news and updates.

The post Bitcoin is Above The 50-day Moving Average! appeared first on Coin Engineer.

This situation also proves how uneven and centralized capital allocation has become. Numerous projects competing for limited funds naturally channel money only toward specific focal points.

According to Grachev, the long tail of tokens will persist, but most will operate as high-risk, venture-style or casino-like plays. Capital is no longer growing fast enough to support all projects simultaneously.

“This means narrative windows will shorten, rotations will become more violent, and weak projects cannot survive on hype alone. The market is moving away from broad altcoin rallies; movements are now more selective and concentrated in specific sectors,” says Grachev.

Institutional Liquidity Trap and ETF Impact

Crypto ETFs have drawn liquidity away from broad-based projects and locked it into the treasuries of giants like Bitcoin and Ethereum. Particularly, institutional capital flowing into tokenized real-world assets (RWAs) has significantly cut cash flow in the altcoin ecosystem. Truthfully, this structural change leaves speculative “hype” projects almost no chance of survival.

As Grachev emphasizes, capital is no longer growing fast enough to feed all projects at once. Investors are now facing shorter narratives and rotations sharp enough to shock the market.

The Harsh Toll of the October 2025 Crash

Last year’s final quarter turbulence caused a full-scale shakeout in the altcoin market. Why are altcoins falling? Simply put: $209 billion exited the market over the past 13 months, and 38% of altcoins are anchored at historic lows. Data shared by analysts like Darkfost shows this situation is even worse than the infamous FTX collapse.

The market cap dropping from $1.19 trillion to $719 billion essentially represents the pruning of “junk” projects. With capital inflows now concentrated on Bitcoin, only a few altcoins will manage to survive this environment.

The New Era: Yield and Revenue Focus

Investment veteran Matt Hougan notes that traditional altcoin cycles have shifted toward revenue-generating assets. Institutional investors now prioritize digital instruments that provide direct returns rather than purely price appreciation. Fortunately, this shift signals that the market is moving from its juvenile phase to a more rational financial model.

With altcoin ETFs still seeing outflows and Bitcoin experiencing five consecutive days of strong inflows, market dominance trends are now clearly defined.

Also, you can freely share your thoughts and comments about the topic in the comment section. Additionally, please follow us on our Telegram, YouTube and Twitter channels for the latest news and updates.

The post Altseason Ends: Select Altcoins Gain Amid Sharp Rotations appeared first on Coin Engineer.