Fidelity’s director of macro is predicting a Bitcoin bottom near $65,000 in 2026, but remains a “secular bull” despite predicting an end to the current four-year cycle.
Nansen News
Nansen AI is an AI-powered blockchain analytics platform designed to help crypto investors, institutions, and Web3 teams make data-driven decisions. By combining large-scale on-chain data with machine learning–based wallet labeling, Nansen transforms raw blockchain activity into actionable intelligence.
Nansen aggregates, enriches, and analyzes data from 500M+ wallets across major blockchains. This enables users to quickly identify patterns, track capital flows, and uncover high-value market signals that would otherwise be hidden within public blockchain data.
On-Chain Analytics: Nansen provides visibility into blockchain activity, offering dashboards and tools that map out token movements, liquidity trends, contract interactions, and emerging themes across protocols.
Smart Money Tracking: One of Nansen’s hallmark features is its ability to track “smart money” wallets belonging to experienced traders, funds, insiders, market makers, and high-performing addresses.
AI-Powered Wallet Labeling: Using machine learning and proprietary heuristics, Nansen labels wallets to identify entities such as exchanges, institutions, whales, project teams, and noteworthy traders.
Smart Alerts & Real-Time Signals: Users can configure custom alerts that trigger when key wallets transact, large token movements occur, smart money enters a position, or unusual on-chain events are detected.
Portfolio Tracking: Nansen consolidates user holdings across multiple chains and protocols, including NFTs, tokens, and more, into a unified dashboard.
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- Altcoin Watch
SOL falls behind multiple altcoin competitors as its onchain activity, fee and DApp revenues slump. Cointelegraph explains why.
2318 - News
The company’s stablecoin infrastructure and USDC coin will be part of the deal, potentially to be embedded in Intuit’s financial platforms.
2111 - Market Analysis
SOL traded 52% lower than its $255 highs reached on Sept. 18, as onchain data and a bearish pattern suggested that SOL investors risked further losses.
1252 - News
According to a letter posted by the protocol’s founder and CEO, the US agency does “not intend to recommend an enforcement action” against Aave.
3125 - Analysis
Some of last year’s hottest blockchains saw the steepest declines in onchain activity after viral moments failed to drive sustained growth.
1003 - News
The first SOL ETF was launched in July, followed by Bitwise’s SOL ETF in October, which recorded $57 million in first-day trading volume.
4313 - Altcoin Watch
SOL demand cools as its total value locked drops by $10 billion and memecoin trading slumps. Traders’ lack of appetite for long leverage could further complicate the situation.
3837 - News
The network’s reserve will consist of purchases of the network’s native PYTH token, utilizing about 33% of the protocol’s revenue through the DAO.
2520 - News
Crypto investor demand for memecoins remains at lows not seen since 2024, despite a growing speculative appetite that has boosted TradFi leveraged ETFs to a record $239 billion.
2336 - Market Analysis
Ethereum’s base layer demand softened in November, but ETH’s underlying price supports and strong layer-2 growth show the network still has momentum despite a drop in fees and TVL.
3753 - News
The largest corporate Ether holder continues to buy the dip, as the industry’s most profitable traders continue to bet millions on ETH’s short-term decline.
5811 - Market Analysis
Ether price surged to $3,000 on Tuesday, but lagged behind the US stock market rally as muted demand for ETH derivatives and growth in competing blockchains kept traders skeptical.
3780 - Market Analysis
A similar setup in 2023 preceded a 340% Bitcoin rally, reinforcing the argument that BTC is undervalued at current prices.
3073 - Altcoin Watch
Ether price held $2,800 support amid ETF inflows and undervalued signals, but $3,000 resistance and Bank of Japan rate hike fears stopped the recovery.
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