Aurelie Barthere, principal research analyst at Nansen, said cryptocurrency investors were looking for new developments to "drive the bull market". This would include news that US inflation and labour markets are cooling, or the direction of future policy from the Trump administration. However, she expects the market to remain volatile until further clarity is available. "We expect continued weakness in the U.S. labor market, which should limit U.S. interest rates and help cryptocurrencies (incl...
Aurelie Barthere, principal research analyst at blockchain analytics firm Nansen, said in a note that the Fed's decision to cut rates only "met market expectations" and that many of the additional "gains" were already being reflected in riskier assets. Barthere analysis said: "It makes sense to maintain cryptocurrency allocation or participate in it, because the Federal Reserve has just injected more vitality into this bull market. But there is already a lot of reflection in the price of risky a...
Aurelie Barthere, principal research analyst at Nansen's on-chain analytics platform, said that the decline in the price of ether is not due to the continued outflow of ETFs, but rather due to investors' lack of risk appetite.
Nansen analyst Aurelie Barthere estimates a 40% chance of a recession this year, and Bitfinex analysts say bitcoin can act as a "safe haven asset" during a recession, and while the overall cryptocurrency market could be affected, the broader crypto market, and counterfeit products in particular, could be affected by a decline in liquidity and risk appetite. Investors may become more risk-averse, moving money away from riskier assets like smaller cryptocurrencies into safer investments.