Crypto majors fell 7–12% in one of the year’s biggest selloffs, with Bitcoin down 8% to $95,200, Ethereum down 11% to $3,100, BNB down 7% to $895, and Solana down 12% to $137. A few assets bucked the trend, with ZEC up 3% and LEO up 1% among top movers. Bitcoin miners and crypto-related equities were hit as well, including declines in MicroStrategy (-7%), Coinbase (-7%), and Robinhood (-9%). Market sentiment remained deeply negative, with the Crypto Fear & Greed Index holding in Extreme Fear at 16. In more positive news, JPMorgan analysts turned bullish on Circle, upgrading the stock to Overweight and raising their price target on expectations of faster USDC and stablecoin growth; Cathie Wood’s ARK added $30 million in shares. Jack Dorsey’s Cash App announced that stablecoin payments on Solana and other networks are planned for early 2026. Separately, reports surfaced that China state-backed hackers allegedly used Anthropic’s Claude Code to assist in a major cyberattack affecting roughly 30 companies. Additional disclosures revealed Epstein estate emails referencing Bitcoin discussions between Brock Pierce and Larry Summers at Jeffrey Epstein’s Manhattan townhouse. Meanwhile, Emory University doubled its Bitcoin holdings in Grayscale’s BTC Trust, bringing its total to $52 million.
💡 DMK Insight
Crypto’s recent plunge isn’t just a blip—it’s a wake-up call for traders. With Bitcoin dropping to $95,200 and Ethereum hitting $3,100, this selloff reflects broader market anxiety, possibly fueled by macroeconomic factors like rising interest rates or regulatory concerns. The 7-12% declines across major assets signal a shift in sentiment, and traders should be wary of further volatility. Look for support levels around $90,000 for Bitcoin and $3,000 for Ethereum; breaking these could trigger more selling pressure. On the flip side, ZEC and LEO’s resilience suggests some capital is rotating into less correlated assets, which could be a sign of market segmentation. Keep an eye on the next few days—if Bitcoin can reclaim $100,000, it might stabilize the market. But if it continues to falter, expect a potential cascade effect across altcoins, particularly those closely tied to Bitcoin’s price action.
📮 Takeaway
Watch for Bitcoin’s support at $90,000 and Ethereum at $3,000; a break below these levels could lead to further declines.





