Let's Talk Abut Crypto Winter...

[summonerrk]

It is possible that winter has stopped. Well, the markets have stabilized after Friday's collapse of the “technical relief bounce" amid the oil pullback and expectations of the US CPI. Crypto continues its flow-driven recovery.
Growth drivers: The oil shock is canceled: the market has bought the “Iran-USA negotiations".
​ Ormuz traffic has been partially restored. Bitcoin ETF: +$167 million On March 9, the inflow trend continues.
The crypto market demonstrates structural stability against the background of equity risk-off. Strategy Bought Another 17,994 for $1.3 billion BTC.

[Glowy]

It is possible that winter has stopped. Well, the markets have stabilized after Friday's collapse of the “technical relief bounce" amid the oil pullback and expectations of the US CPI. Crypto continues its flow-driven recovery.
Growth drivers: The oil shock is canceled: the market has bought the “Iran-USA negotiations".
​ Ormuz traffic has been partially restored. Bitcoin ETF: +$167 million On March 9, the inflow trend continues.
The crypto market demonstrates structural stability against the background of equity risk-off. Strategy Bought Another 17,994 for $1.3 billion BTC.

Quite interesting points here. The ETF inflows and large institutional purchases definitely suggest confidence is still present in the market despite the broader risk-off sentiment.

What I find interesting is how resilient crypto especially Bitcoin has been during macro uncertainty.

Do you think this stability is mostly driven by institutional demand now, or are we still seeing strong retail participation behind the scenes? Because I believe there is a whole lot going on behind the scene

[summonerrk]

Risk‑off sentiment has prevailed in financial markets today.
Crypto shows resilience - ETF inflows continue, BTC has gained a foothold above 70k. The main drivers of the market, as in recent months, are geopolitics and oil - the main trigger of rising gasoline prices and logistics negates all the Fed's successes in combating inflation.
The dollar is strengthening on the geopolitical premium and expectations of a Fed pause.
Crypto Fear & Greed Index is around 30 - a zone of fear, but without capitulation. This state usually corresponds to the accumulation phase.
Bitcoin ETF: +$54 million

Maybe this month will really be green...

[bubilas]

Risk‑off sentiment has prevailed in financial markets today.
Crypto shows resilience - ETF inflows continue, BTC has gained a foothold above 70k. The main drivers of the market, as in recent months, are geopolitics and oil - the main trigger of rising gasoline prices and logistics negates all the Fed's successes in combating inflation.
The dollar is strengthening on the geopolitical premium and expectations of a Fed pause.
Crypto Fear & Greed Index is around 30 - a zone of fear, but without capitulation. This state usually corresponds to the accumulation phase.
Bitcoin ETF: +$54 million

Maybe this month will really be green...

Yes it can.

The average cost at the accumulation addresses is $72,400.
Short-term holders (coins <155 days) own ~6 million BTC and are in the zone of unrealized losses.
 Their psychology is that any upward movement immediately leads to a break-even. Long-term investors are quietly absorbing the drawdown.
Futures are trading close to the spot, without strong backwardation/contango, and open interest is stable. Neutrally, the institutions are holding their ground.
A key structural shift: crypto is returning to the status of an alternative "reserve" asset for some investors who have become disillusioned with the classic "gold + bonds" combination as an ideal hedge.
And that's cool. If only the dollar wasn't so strong right now, it's taking away liquidity from Bitcoin...

[Strongkored]

Who’s still building when no one is watching?

How are you sure that no one is building?
Developers will continue to build regardless of market conditions, whether they have been in crypto for a long time or are new.
Do you know why there will always be builders? Because crypto is one of the places they make money, whether they are good developers or developers building to scam, and also because the demand continues.

[AprilioMP]

The question isn’t “Is crypto dead?”
The real question is:
Who’s still building when no one is watching?

Death can be interpreted as being worthless and looking like trash in a wallet. That’s what happens with cryptocurrencies—there are millions of types and names.
Bitcoin isn’t like that. Bitcoin will retain its value even if the market experiences a price drop, and as long as the laws of supply and demand continue to function normally, people will keep paying attention to it and building their portfolios.

[aoluain]

The question isn’t “Is crypto dead?”
The real question is:
Who’s still building when no one is watching?

Death can be interpreted as being worthless and looking like trash in a wallet. That’s what happens with cryptocurrencies—there are millions of types and names.
Bitcoin isn’t like that. Bitcoin will retain its value even if the market experiences a price drop, and as long as the laws of supply and demand continue to function normally, people will keep paying attention to it and building their portfolios.

Well firstly its correct to separate Crypto from Bitcoin.

So is crypto dead? I dont think so because there will always be those uneducated people who
are easily influenced and who will be looking to make huge profit very quickly. They are not
interested in Bitcoin because it can be seen as too slow and too expensive.

Is Bitcoin dead? 100% no! The market may well see a big downturn and soon but Bitcoin itself
will continue along its path.

[FanEagle]

firstly its correct to separate Crypto from Bitcoin.

So is crypto dead? I dont think so because there will always be those uneducated people who
are easily influenced and who will be looking to make huge profit very quickly. They are not
interested in Bitcoin because it can be seen as too slow and too expensive.

Is Bitcoin dead? 100% no! The market may well see a big downturn and soon but Bitcoin itself
will continue along its path.

To be fair, there are levels to this, in the sense that Bitcoin is not dead, will not be dead ever, there are some altcoins high ranked, they will not be dead, they will maybe go down at times, or go up, but not dead.

However there are situations where it's going towards something even better and in that case I think it's clear that we are going to end up with a lot more and things will change for the long term.

If you invest in any of those shitcoins then yeah for you the crypto winter is here and it will not be nice, for all others? It's not looking good now but wait and it will get better.

[Odusko]

Those that panic sell their assets doesn't have basic knowledge of the market and mostly their are into the market for just short time targets, but for we the long term investors with market knowledge and how price movements occures it clearly not a time to panic to to take advantage of the market to buy more most especially bitcoin at low price is always a big discount.