Analysts @TheRealPlanC and @TechDev_52 argue Bitcoin's bull phase is tracking prior cycles but is 12–18 months delayed. A business-cycle momentum signal flipped in October 2025, a setup last seen before rallies in 2016 and 2020, pointing to a potential cycle peak in 2026–2027.

Ethereum is entering a pivotal phase as on-chain activity, validator queues, and institutional accumulation strengthen while price stabilizes near key support levels around $2,950–$3,000. Nearly one million validators secure about 35.5 million ETH with staking yields near 2.85%, and analysts now outline upside scenarios that could eventually revisit the $4,955–$5,000 region if critical resistance zones are reclaimed.

Between Dec. 22 and 26, XRP drew $64 million of ETF inflows while Bitcoin spot products saw $782 million in outflows and Ethereum lost $102 million, with Solana up $13.14 million. In the last hour, Bitcoin posted a 3,436% short‑liquidation imbalance as totals hit $4.93 million, according to CoinGlass, and SHIB formed an hourly golden cross.

In 2025, XRP has traded with mixed results but remains one of the stronger altcoin performers, currently priced just under $1.90 and about 50% below its July peak. Standard Chartered projects that spot XRP ETFs could attract $4–$8 billion of inflows during 2026 and, together with the August 2025 settlement of the SEC lawsuit against Ripple, help drive the token toward $8. The bank's analyst also outlines a scenario where XRP might reach $12.50 by 2028, assuming supportive macro conditions and sustained investor risk appetite.

Grayscale has released its 2026 crypto market outlook, stating that regulatory developments, rather than quantum computing threats, are set to shape the next phase of digital asset adoption. The firm's analysts expect a U.S. bipartisan crypto asset framework in 2026, which they say could boost institutional participation while quantum computing has not yet shown a material impact on crypto security or prices. The report also highlights growing ETF flows, Dollar Debasement Risk, and stablecoin legislation as key themes for the year ahead.

On Dec. 30, Metaplanet Inc. raised its fiscal 2025 Bitcoin income business revenue forecast after reporting a sharp fourth quarter jump driven by derivatives. Over the same period, Bitcoin’s price moved toward a historically rare oversold reading versus a global liquidity model, a setup that has appeared only a few times in its trading history. The updated outlook now calls for 8.58 billion yen in full year revenue, well above the prior 6.3 billion yen estimate.

According to CoinShares’ latest fund flows report, digital asset products lost $446 million last week, while XRP vehicles attracted $70.2 million. Bitcoin funds recorded $443 million in outflows and Ethereum products shed $59.3 million, as Solana ETPs took in $7.5 million. U.S.-listed products saw $460 million in withdrawals versus $35.7 million of inflows in Germany.

Nasdaq-listed Cypherpunk Technologies has expanded its digital asset treasury by acquiring 56,418 Zcash tokens for roughly $29 million, pushing its total ZEC holdings to 290,062.67. The Winklevoss Capital–backed firm now controls about 1.76% of Zcash's circulating supply and aims to reach 5%, while ZEC has climbed over 800% in the past year amid renewed debates over privacy and digital surveillance.