During yesterday’s live, which I had the pleasure of hosting, we analyzed the sudden recovery and green charts on the cryptocurrency market. Together we wondered whether Bitcoin’s return to around USD 70,000 heralds the end of the declines or whether it is just a temporary trap for bulls before further turmoil.
Volatility in the shadow of technology giants and politics
Yesterday’s broadcast coincided with an extremely interesting moment on the financial markets. I have pointed out to you that the current increases may be investors positioning themselves for the publication of Nvidia’s financial results. This undisputed leader of the artificial intelligence sector has become a true icon of our times, and the tone of its president’s statements dictates the conditions for the entire market. Analysts suggested that the sensational report could push traditional indexes to new ATHs, which would certainly drag digital markets with it. However, you must remember that such events always introduce huge variability into the charts.
Interestingly, politicians also have a huge impact on the mood, although sometimes in a completely unexpected way. Yesterday we commented on President Donald Trump’s longest State of the Union address in history, lasting as much as 108 minutes. Although he recently promised to make the United States the world capital of digital assets, not a single word was said about Bitcoin during yesterday’s speech. This clearly shows how quickly political narratives change.
The dark backstage of market crashes
At yesterday’s meeting, we also discussed shocking news about the past and future of the industry. According to the latest information, the American financial company Jane Street was behind the inheritance avalanche in 2022. Her actions led to the Terra ecosystem tokens losing their link to the dollar, which ultimately resulted in the collapse of the FTX exchange. Awareness of how powerful players can manipulate the market should teach us all humility.
However, this is not the end of the revelations, because the well-known network detective ZachXBT announced the publication of the results of a massive investigation today. It aims to expose massive insider trading in one of the most profitable crypto businesses. The corpses falling out of the closet will certainly influence how investors will perceive the safety of their funds in the near future.
Institutions choose RWAs and stablecoins
I am often asked what big players really aim for. During the live I emphasized that institutional funds are not interested in memecoins. Their focus is on the tokenization of real-world assets, i.e. the RWA sector. The year 2026 promises to be a time of real domination of this branch of the economy. Institutions want to use blockchain technology to instantly transfer capital using stablecoins and to trade shares of the largest corporations around the clock, without intermediaries and huge commissions. This is where the most capital is now flowing, as can be seen from the growing graphs of projects in this category.
Tokenized Treasuries Surpassing $10 Billion Marks a Structural Inflection Point for the Crypto Market
Staying on the topic of RWA, we decided to ask Ryan Lee, Chief Analyst at Bitget, for a comment:
We believe that the tokenized treasury bond market surpassing the $10 billion mark is a milestone that reflects growing institutional confidence in blockchain-based income-generating products. This growth signals that traditional capital is not only experimenting with on-chain finance, but is actively migrating towards instruments offering predictable, adjustable rates of return, combined with 24/7 settlements and composition. In this sense, tokenized treasury bonds are emerging as one of the most effective bridges between the stability of traditional finance and the efficiency native to crypto.
By expanding this low-risk liquidity base, tokenized treasuries are positioned to stabilize broader crypto markets in the coming months. They provide credible collateral for DeFi protocols, reduce reliance on volatile native tokens to generate income, and attract more conservative capital that can help limit extreme price fluctuations. As deeper pools of tokenized real-world assets develop, risk pricing improves and on-chain benchmarks become more robust, strengthening the overall market structure.
This event is structurally positive for the maturation of the entire industry. As real-world assets increasingly form the foundation of on-chain ecosystems, they increase regulatory compliance, institutional comfort, and support sustainable capital formation. Tokenized treasuries are not just another narrative – they are a fundamental shift towards a more resilient and integrated digital financial system.
Where is the bottom of Bitcoin?
The most important question last night concerned the final low of the current bear market. When looking at the available tools, we looked at the Realized Price Index, which currently sits at around $54,600. Based on historical data and my technical analysis, when the market price converges to this level, it creates powerful support.
I suggested to you yesterday that a drop to around USD 55,000 could be the final clearing of the market and a turning point for Bitcoin. Please remember, however, that my considerations are not investment advice, and in the crypto market you should always manage risk appropriately.
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