Bitcoin2026-10-03 02:58:08CryptoQuant CEO says Bitcoin may rise 3x to 5x this cycle, followed by a milder bear marketCryptoQuant CEO Ki Young Ju said in a recent social media post that he expects Bitcoin to gain 3x to 5x in the current bull cycle, rather than repeating a parabolic surge of more than 10x. He also said the downturn that follows should be milder than in past cycles. Ju pointed to the Market Value to Realized Value ratio, or MVRV, saying it has not fallen below 1 at any point in this cycle. Even at local lows, BTC stayed above the average on-chain cost basis of holders. In his view, some investors did take losses, but holders as a whole never fell into an overall loss position during this cycle. The comments were reported by BlockBeats on Oct. 3.100
Bitcoin2026-10-03 02:58:59Ki Young Ju says this Bitcoin bull cycle may deliver 3x to 5x gainsCryptoQuant CEO Ki Young Ju said in a recent social media post that the current Bitcoin bull market is more likely to produce gains of 3x to 5x, rather than another parabolic rally of more than 10x. He added that this cycle looks different on an on-chain basis. According to Ju, Bitcoin’s Market Value to Realized Value ratio, or MVRV, has not fallen below 1 at any point in the current cycle. Even at local lows, BTC stayed above the average on-chain cost basis of holders. Ju said that while some investors did take losses, holders as a whole never moved into an underwater position. The remarks were cited by ChainCatcher in a market analysis brief.120
Variant Fund2026-10-02 07:04:13Variant Fund partner says three crypto asset groups could draw the biggest gains if the bull market is just startingVariant Fund investment partner Alana Levin argues that if crypto already put in a bottom sometime in July, the market’s main question has shifted. Instead of asking where the bottom is, investors should now ask whether a real bull market has begun and which projects stand to benefit the most. In her view, the first pool of incremental capital is likely to go to monetary protocols, especially digital store-of-value assets measured against Bitcoin, and to protocols that can actually generate revenue. For the latter group, she expects investors to look more closely at revenue quality, durability, margins, institutional adoption paths, and whether teams proved resilient through the last bear market. Levin also outlines a third category: onchain projects that can be valued against non-crypto businesses, especially those tied to parts of the AI stack such as routers, inference, compute, data collection, and interfaces. She sees many of those as narrative-driven trades rather than long-term investments, and says token value capture remains a key concern where equity and token economics are loosely aligned. More broadly, she argues that some assets never fully entered a bear market this year and may now trade more like traditional assets, with pullbacks in the 10% to 30% range rather than the 90%+ drawdowns seen in earlier cycles.80
Bitcoin2026-10-02 09:30:47Analyst maps cycle-top targets for BTC, ETH and SOL, with Bitcoin as high as $190,000BlockBeats reported on Oct. 2 that crypto analyst alicharts outlined possible cycle-top levels for several major digital assets based on long-term candlestick charts. For Bitcoin, the first target is the previous high at $125,000. If that level is cleared, the next move could reach the upper boundary of its rising channel, near $190,000. For Ether, the monthly chart shows an ascending channel that has held for nearly five years, with the upper boundary around $5,000 standing out as the key level to watch. A break above that area would point to $8,800. For SOL, alicharts said the monthly chart appears to be forming a cup-and-handle pattern, with neckline resistance near $295. A monthly close above that line would strengthen the bullish setup, with the pattern implying a potential target near $2,744.80
Bitcoin2026-10-02 07:01:00Trader Killa says Bitcoin trend has shifted, with $82.5K seen as the established lowChainCatcher reported that trader Killa said Bitcoin’s trend has already shifted in a clear way, even as the market remains deep in what he described as the peak of “bull market disbelief.” Drawing a comparison with the 2023 bull market, Killa said buying each sweep below an established low would have faced only limited downside, with the deepest break reaching 8%. In some cases, price moved just 4% to 5% below that level before rebounding quickly. He said the current established low sits at 82.5K and, based on historical behavior, any downside deviation from that level is likely to stay relatively small. Killa, a quantitative trader focused on BTC, previously called the top of the current bull cycle in May 2025. He has more than 200,000 followers on X. In mid-April, he shorted Bitcoin at $74,688 and switched to a long position during the broad market sell-off on June 5.70
Variant Fund2026-10-01 16:40:04Variant Fund partner Alana Levin says crypto likely bottomed at some point in JulyVariant Fund investment partner Alana Levin said in her market outlook for the fourth quarter of 2026 that the crypto market most likely found its bottom at some point in July. She noted that she had written in early July that a bottom appeared to be near, when Bitcoin was at $59,000, Ether at $1,600, and ZEC at $420. In her view, the debate has now shifted away from whether a bottom is in place and toward two questions: whether the bull market is genuinely underway or just a fake move higher, and which projects stand to benefit most in the early stage of a new cycle. Levin said a growing consensus is that marginal capital is most likely to flow into value-storage protocols that function as money and into protocols that generate revenue. She argued that Bitcoin remains the dominant digital store-of-value asset, while other competing assets may be valued by their market-cap ratio to Bitcoin and changes in that ratio. For revenue-generating protocols, she expects investors to focus on whether revenue comes from crypto-native activity such as Pump or traditional finance activity such as Hyperliquid, whether revenue holds up during pullbacks, and what margins look like. She added that projects tied to real-world assets and stablecoin growth, able to attract institutional users, and still led by founders after a bear market may command higher multiples. Levin also grouped onchain projects comparable to non-crypto businesses into a third category and said most of them are narrative trades rather than long-term investments. She listed AI-related themes including routing, inference, compute, data collection, and interfaces, and said if those projects materially outperform, she would read that as a sign the market is nearing a top.90
Bitcoin2026-09-30 20:10:24Bitcoin posts a 40% quarterly gain, its strongest showing since late 2024Bitcoin recorded a 40% gain over the past quarter, marking its best quarterly performance since Q4 2024, according to a report published by Bitcoin Magazine. The article cited The Kobeissi Letter, which said Bitcoin has climbed close to 30% since Aug. 19, when the U.S. Treasury announced plans to more than double the size of its government debt repurchases. At the time referenced in the report, Bitcoin was trading near $83,698, flat over 24 hours and up 6% over the past 30 days. The report linked part of Bitcoin’s strength to Treasury efforts to push bond yields lower after yields had risen to levels not seen since the 2000s. Lower long-term yields can reduce the opportunity cost of holding non-yielding assets such as Bitcoin and gold, while also supporting risk appetite. Even so, yields have remained elevated. The article said Bitcoin has continued to perform well as the U.S. dollar weakens and as the “debasement trade” regains traction after total U.S. debt surpassed $40 trillion for the first time in July. Bitcoin Magazine also noted that Bitcoin had fallen more than 50% after reaching an all-time high of $126,080 in October, but described the downturn so far as the shallowest bear market in the asset’s history. It also cited a CryptoQuant report from last week saying Bitcoin returned to a bull market after moving above its 365-day moving average.80
Bitcoin2026-09-29 18:05:47CryptoQuant says profit-taking and weaker demand are putting Bitcoin’s rally on holdBitcoin’s latest advance may be pausing, but CryptoQuant says that does not necessarily mean the bull market is over. In a new report, the analytics firm said signs of profit-taking are emerging after Bitcoin climbed above its 365-day moving average, a level it described as the technical signal that marked the start of bull markets in past cycles. Bitcoin recently traded at $82,939, down nearly 4% over seven days, after reaching an eight-month high of $87,251 last week. CryptoQuant said short-term holders, defined as traders who have held coins for one to three months, are now sitting on average unrealized gains of about 33%, the highest level since December 2024. The firm added that holders realized 25.7K BTC in profit on a single day last week, the biggest one-day profit-taking event of 2026, one day after Bitcoin broke that eight-month high. While the report said Bitcoin may still have room to rise, it also warned that momentum is fading and that a near-term correction is becoming more likely. CryptoQuant pointed to support near $80,000, $71,000, and $67,000.90
