Despite a macroeconomic scenario of dollar weakness and fiscal uncertainty, Bitcoin has failed to consolidate as a safe-haven asset, stalling at $87,000. Bloomberg and JPMorgan analysts reveal that investors withdrew over $1.3 billion from crypto-linked funds in the last week alone. Stephane Ouellette, CEO of FRNT Financial, notes that the industry is facing a challenging period due to competition from sectors like AI and the rotation of retail capital toward more traditional and reliable markets, such as equities and precious metals.
The impact of this trend has been stark: gold reached all-time highs above $5,000, while Bitcoin has dropped 25% since October. Data from CryptoQuant shows that BTC holders have entered a net realized loss phase for the first time since 2023, suggesting an erosion of conviction among “digital gold” enthusiasts. The inflation-hedge narrative is weakening in a market that prioritizes liquidity and tangible stability over crypto volatility.
The sector is monitoring whether Bitcoin can reclaim the $100,000 mark to reactivate the bull cycle. Investors should keep a close watch on the migration of speculative capital toward prediction platforms and RWA (Real-World Assets), which are absorbing the liquidity that previously fueled the crypto ecosystem. Bitcoin’s ability to demonstrate a genuine correlation with currency debasement will be key to determining its macroeconomic relevance in 2026.
Disclaimer: Crypto Economy Flash News is prepared from official and verified public sources by our editorial team. Its purpose is to provide rapid reporting on relevant events within the crypto and blockchain ecosystem. This information does not constitute financial advice or investment recommendations. We recommend always verifying the official channels of each project before making related decisions.
