Crypto Market Outlooks for 2024 from a16z, Fidelity, Coinbase, Pantera and More

- Bitcoin's 2025 crash from $126,000 to $80,553 stemmed from macroeconomic shocks, institutional leverage risks, and regulatory shifts. - Trump's 100% China tariffs and Fed rate uncertainty triggered $19B in crypto liquidations, linking Bitcoin to equity market volatility. - Leveraged offshore trading platforms and de-pegged stablecoins exposed crypto's structural vulnerabilities during cascading margin calls. - U.S. Bitcoin ETF approval and EU MiCA regulation boosted institutional adoption, but post-crash

- Bitcoin's late 2025 price drop below $86,000 triggered $2B in leveraged liquidations, exposing systemic risks in over-leveraged retail trading. - Major exchanges reported $160M+ forced unwinds, with 90% losses from long positions and a $36.78M single liquidation highlighting concentrated risk. - Regulatory scrutiny intensified as U.S. SEC capped ETF leverage and CFTC examined stablecoin reserves, signaling growing focus on crypto market stability. - Retail traders showed emerging maturity through risk ca

- Bitcoin fell below $100,000 in 2025 amid geopolitical tensions, U.S. trade tariffs, and regulatory shifts, raising concerns over market stability. - The Trump administration's pro-crypto policies, including the GENIUS Act and CFTC reforms, aim to boost adoption but face criticism over fraud risks. - Global regulatory divergence, from EU's MiCAR to UAE's innovation-friendly rules, highlights fragmented oversight and cross-border coordination challenges. - Central bank actions, including Fed rate hikes and