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The latest Bitwise Crypto Market Review just dropped—and it’s the most important one we’ve ever published.
Why? Because it shows a tension in crypto markets that has historically signaled a bear-market bottom (see Q1 2023).
Receipts: During Q4 2025…
- ETH’s price fell 29% … at the same time that Ethereum transactions hit new all-time highs.
- Crypto equities fell 20% … while crypto company revenues were on pace to grow 3x faster than any other sector.
- Sentiment turned bearish … while stablecoin AUM and transactions soared to new heights.
That’s typically what you get at the bottom of bear markets: sentiment down, fundamentals up.
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