Quick Breakdown:
- Bitcoin slips below $110K with $93K–$95K seen as a possible floor.
- Altcoins stagnate as ETH, XRP, ADA, and DOGE post sharp losses.
- Institutional demand and regulatory clarity signal long-term resilience.
Bitcoin slipped below $110,000 this week, breaching its January 2025 peak of $109,590 and extending its drawdown to more than 13 per cent from its all-time high of $123,640. Analysts point to the $93,000–$95,000 range as the most probable zone for a cyclical bottom, citing both historical drawdown patterns and seasonal market trends.
We focus on where the floor for Bitcoin could be. On-chain, off-chain and technical indicators converge on a level that likely represents strong resistance to further downside. ????
Alts remain stagnant, with limited inflows – apart from ETH, where treasury acquisitions continue. pic.twitter.com/acn8YcdrDA
— Bitfinex (@bitfinex) September 1, 2025
On-chain metrics add weight to this view. The Short-Term Holder Realized Price, now at $108,900, has become a critical pivot. Sustained trading under this level could invite deeper losses, while order flow indicators, such as Cumulative Volume Delta, show neutral sentiment, suggesting buyers are waiting for stronger catalysts.
Altcoins Face Stagnation
Altcoins are under sharper pressure. Ethereum fell 14 per cent after briefly touching new highs, while XRP, ADA, and DOGE posted double-digit losses. Despite the pullback, institutional demand remains evident, with ETH treasuries and corporate buyers continuing to expand their holdings.
Mid-cap tokens like CRO and PUMP managed to outperform through narrative-driven rallies, although analysts note this strength came from capital rotation rather than new inflows. As a result, the broader altcoin market cap is stagnating, with little sign of expansion. With ETF inflows seasonally muted and speculative activity cooling, September is emerging as a likely cyclical low before a potential recovery in the fourth quarter.
This report aligns with recent findings that highlight a growing divergence between Bitcoin and major altcoins. While Bitcoin has entered a period of consolidation following its historic rally, several leading altcoins have posted double-digit gains, signaling a shift in market momentum and investor appetite.
Regulatory Shifts and Adoption
Regulatory developments also shaped the market backdrop. The U.S. Commodity Futures Trading Commission reaffirmed the Foreign Board of Trade framework, opening the door for offshore exchanges to re-enter the U.S. market under established rules.
Meanwhile, corporate adoption is accelerating. BitMine Immersion Technologies, now the largest Ethereum treasury company, disclosed holdings of $8.82 billion in crypto and cash, advancing its ambition to secure 5 per cent of Ethereum’s supply.
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