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Chronicles

The story behind the story

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Bitcoin has fallen to ~$77K, down ~5% in 24 hours, over 12% in the past week, and down 39% since its ATH in October 2025; Ethereum is down 21%+ 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

This is a further leg of the selloff reported a day earlier, when Bitcoin was near $78,000 and Ethereum had already posted steep weekly losses. The move extends a decline that had previously pushed Bitcoin below $100,000 in November 2025 and hit Ethereum harder than the largest cryptocurrency.

The coverage also fits a recurring pattern of synchronized crypto drawdowns, including the August 2024 market-wide selloff and the 2022 plunge below $26,000. What is notable here is the proximity to Bitcoin’s October 2025 peak and the continued weakness in Ethereum.

First-order effects

  • Bitcoin holders face a deeper drawdown from the October 2025 all-time high, while Ethereum’s larger weekly decline widens its near-term underperformance versus Bitcoin.
  • The drop below $80,000 confirms the prior day’s weakness rather than a brief intraday reversal, keeping both assets under immediate price pressure.

Second-order effects

  • A continued Bitcoin decline can pull attention and capital away from the broader crypto market, particularly where Ethereum’s losses are already outpacing Bitcoin’s.
  • The widening Bitcoin–Ethereum performance gap puts added focus on Ethereum-specific fundamentals, including prior reports of Ethereum’s sharp weekly decline alongside weaker network activity and fees.

Third-order effects

  • If repeated synchronized selloffs continue, crypto’s largest assets may remain governed more by broad risk cycles than by their distinct network narratives, limiting the diversification investors expect within the sector.
  • Persistent Ethereum underperformance would raise the importance of whether developer leadership and lower-fee network usage can translate into durable demand, rather than merely technical adoption.

The trend: The move is part of a renewed crypto deleveraging cycle in which Bitcoin’s retreat from its peak is accompanied by disproportionately sharp losses in Ethereum.

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]
  • @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
  • @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]