Bull vs Bear – Who’s Winning?

PLUS: Cathie Wood's Ark Invest buys $12 million worth of Bullish shares

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In today's newsletter:

• 💡 Bull vs Bear – Who’s Winning?

• 📣 Bitcoin Nears Lowest Since June

• 📈 Cathie Wood’s Ark Invest buys $12 million worth of Bullish shares

Let’s dive in!

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💡 Insight

Bull vs Bear – Who’s Winning?

We’re at one of the most confusing moments in this crypto cycle.

Big moves are coming — but nobody agrees on which direction.

Let’s break down the most compelling bearish and bullish arguments so you can navigate this market like a pro.

🐻 Bearish Case: Why the Crash Might Not Be Over

1. AI Bubble Sucking Attention
   Big money is chasing AI stocks — not altcoins. Crypto isn’t the shiny toy right now.

2. No Pump from Good News
   ETFs, regulations, upgrades… and still no breakout? That’s not a great sign.

3. “Dead Entities” Post-Crash
   After the Oct 10th sell-off, who’s insolvent? Uncertainty = less capital flowing in.

4. Old OG Wallets Are Selling
   Long-dormant wallets are moving. Could mean big players are exiting.

5. Negative ETF Flows
   Institutions are not buying right now. In fact, many are rotating out.

6. Buffett Selling Billions in Stocks
   He’s prepping for macro pain. Risk-off could hit crypto hard.

🐂 Bullish Case: Why the Bottom Might Be In

1. Liquidity is Easing
   Interest rate cuts are back on the table. That means more capital = more risk appetite.

2. No Real Euphoria Yet
   Retail isn’t FOMO-ing. That’s bullish — because real tops come when everyone is euphoric.

3. Institutions Keep Quietly Buying
   Think BlackRock, Fidelity, and other TradFi giants. They’re still building.

4. US Crypto Market Structure Bill
   If passed, it’s a green light for capital inflow. If it fails? Short-term pain, long-term clarity.

5. Stablecoin Supply at ATH
   Dry powder is there — just waiting for a spark.

6. US-China Trade Deal = Risk-On
   Any de-escalation = good for global markets = good for crypto.

What to Do Now (Actionable Takeaway)

Whether you’re bullish or bearish, the key is positioning.

Here are 3 opportunities we’ve already covered that have major upside potential:

• 📈 This Blockchain ETF Beat Bitcoin by 60%
  A TradFi vehicle that’s quietly crushing BTC. Here’s why.
  👉 Read the article

• 🛒 We’re Buying This Token
  Strong tokenomics, insider interest, and narrative tailwinds.
  👉 See the full breakdown

• 🧠 This Data Layer Could Power the Next 100 Modular Chains
  A bet on infrastructure, not hype. Think: “the AWS of modular crypto.”
  👉 Explore the thesis

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📣 Update

Bitcoin Nears Lowest Since June

The bitcoin price is approaching $103,000 as the federal shutdown ties the 2018–2019 record while dollar the strengthens and tech market futures decline.

Bitcoin is now down 17.5% from its record high set in early October. The sell-off has spread across major altcoins, with Ethereum, XRP, BNB, and Solana posting 24-hour losses of between 5% and 9%.

Read more →

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📈 Signal

Cathie Wood’s Ark Invest buys $12 million worth of Bullish shares

Source

Cathie Wood’s Ark Invest purchased a total of 238,346 shares of Bullish, worth roughly $11.98 million, on Monday across three of its exchange-traded funds.

Bullish (BLSH) provides market infrastructure and information services operating Bullish Exchange, a digital assets spot and derivatives exchange that integrates a central limit order book matching engine with automated market making to provide deep and predictable liquidity.

The company also offers:

• CoinDesk Indices, a collection of tradable proprietary and single-asset benchmarks and indices that track the performance of digital assets for global institutions in the digital assets and traditional finance industries

• CoinDesk Data, a comprehensive suite of digital assets market data and analytics, providing real-time insights into prices, trends, and market dynamics;

• CoinDesk Insights, operates Coindesk.com, a leading digital media platform that covers news and insights about digital assets, the underlying markets, policy, and blockchain technology.

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