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TEXXR

Chronicles

The story behind the story

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Total value of cryptocurrencies fell to under $200B, down from its high of $832B in January, as Bitcoin and the largest altcoins see 35%+ drops

Value of cryptocurrencies has slid 76% after exceeding $800 billion earlier this year  —  The cryptocurrency rout that began early this year …

Wall Street Journal Paul Vigna

Context & Ripple Effects

This September 2018 report captured the end of crypto's first full boom-bust cycle: total market value collapsed 76% from January's $832B peak to under $200B, with Bitcoin and the largest altcoins each down 35%+. At the time it was the deepest drawdown the asset class had recorded.

The coverage since then shows the pattern repeating at ever-larger scale — after bitcoin's November 2021 all-time high, roughly $2T of cryptocurrency value was erased, and CoinGecko's data on the October 2025 selloff shows another $1.2T wiped out in weeks. The 2018 rout was the template, not the exception.

First-order effects

  • Holders of Bitcoin and the largest altcoins absorb 35%+ losses immediately, and aggregate crypto market value drops below $200B — less than a quarter of its January high.

Second-order effects

  • Each subsequent cycle has scaled up the same drawdown: the post-2021-peak crash erased roughly $2T, about ten times the dollar value lost in this 2018 rout, showing that bigger booms produce proportionally bigger busts rather than damping them.

Third-order effects

  • Across three documented cycles (2018, 2022, 2025), the crypto market has consistently given back most of its peak value — a structural signature of an asset class priced by speculation rather than cash flows, where every new high has been followed by a two-thirds-plus retrace.

The trend: Cryptocurrency market value moves in recurring boom-bust cycles in which each successive peak is larger in dollars and each bust erases most of the prior run-up.