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Chronicles

The story behind the story

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Bitcoin has fallen to ~$78K, down ~7% in 24 hours, over 12% in the past week, and down ~37% since its ATH in Oct. 2025; Ethereum dropped ~18% in the past week

Bitcoin fell sharply in early Saturday afternoon trading in New York, tumbling below $80,000 mark to hit levels last seen in April 2025.

Bloomberg

Context & Ripple Effects

The move extends a reversal already visible when Bitcoin fell below $100,000 in November, with ether again declining more sharply than Bitcoin. The next-day coverage shows the selloff continuing to roughly $77,000, rather than immediately reversing.

This is another sharp joint drawdown in Bitcoin and Ethereum, echoing earlier periods when both assets fell alongside broader risk-market stress, including the August 2024 crypto-market plunge.

First-order effects

  • Bitcoin holders and short-term traders face a rapid mark-to-market loss as the asset falls below $80,000 and further from its October 2025 peak.
  • Ethereum underperforms over the week, widening the immediate divergence in losses between the two largest cryptocurrencies.

Second-order effects

  • The continued decline into the following day’s move toward $77,000 keeps downside momentum in focus for crypto investors and raises the bar for a near-term recovery in risk appetite.
  • A steeper Ether decline can redirect attention toward whether Ethereum’s investor and developer interest is weakening relative to peers, a concern already reflected in the related coverage.

Third-order effects

  • Repeated, correlated Bitcoin-Ether selloffs reinforce crypto’s sensitivity to abrupt shifts in market risk appetite, even as individual networks pursue distinct utility and revenue models.
  • If Ether continues to lag during major drawdowns, market participants may place greater weight on network usage and sustainable application revenue—not just broad crypto-cycle exposure—when valuing the asset.

The trend: The selloff is part of a broader pattern in which crypto’s largest assets remain tightly linked in downturns, while Ethereum faces increasing pressure to demonstrate fundamentals distinct from Bitcoin’s market cycle.

Discussion

  • NewsMax.com NewsMax.com on x
    Bitcoin Falls Below $80,000
  • @deitaone @deitaone on x
    $MSTR - BITCOIN FALLS BELOW MICROSTATEGY'S COST BASIS ($76,037) FOR FIRST TIME SINCE OCT 2023
  • @conorsen Conor Sen on bluesky
    Interesting Saturday for bitcoin: [image]
  • @atrupar.com Aaron Rupar on bluesky
    Bitcoin has become a Trump Vibes Index and the vibes aren't good — down over 28% in 6 months [image]
  • @molly.wiki Molly White on bluesky
    it does not seem to me to bode well that they're getting this nervous when the bitcoin price hasn't even dropped below $80,000
  • @molly.wiki Molly White on bluesky
    Binance bitcoin bailout [image]
  • @katie0martin.ft.com Katie Martin on bluesky
    the ‘bitcoin is digital gold’ crowd has gone awfully quiet