Crypto Scenario Insights
What happened
A survey of prominent crypto funds reveals a prevailing consensus that Bitcoin has not yet bottomed, with managers holding high cash reserves and shifting focus to non-crypto sectors like AI.
What we think
The most likely market outcome over the next 30 to 90 days is a range-bound consolidation (55% probability) with a slight downward bias, as institutional funds maintain high cash balances and wait for macroeconomic clari…
Read the analysis
Will Sidelined Institutional Cash Keep Bitcoin Range-Bound? Inside the Crypto Fund Consensus
We explain what happened and what could follow. We do not forecast prices.