Bitcoin (BTC) has soared to an impressive $64,000 (on Binance), showing a 40% rise in just four weeks. Shortly after this remarkable jump, it dropped back to $59,000 in roughly 20 minutes in the early afternoon. As this major cryptocurrency gains momentum ahead of the next halving event, analysts are sharing their predictions for Bitcoin’s price.
This piece explores the underpinnings of Bitcoin’s recent rally to return to $64,000, the anxious sentiment for a potential pullback, and the strategic maneuvers by savvy traders to hedge against an anticipated downturn.
There was 10x more demand for the bitcoin ETFs yesterday than what the network produced.
The price will continue going up until people stop buying it.
And that doesn’t appear to be happening any time soon.
— Anthony Pompliano 🌪 (@APompliano) February 28, 2024
Crypto Market Is So Excited That It’s Crashing Platforms Left & Right
The recent price action in Bitcoin and the rest of the crypto market (especially Ethereum, BNB, and Solana) has driven so much excitement that many top crypto platforms are struggling to handle the massive traffic influx. Coinbase is having issues causing some users to see a $0 balance due to the traffic but it has assured users that their funds are safe. Coingecko and Robinhood are reportedly having difficulties handling the influx as well.
We are dealing with a LARGE surge of traffic – apologies for any issues you encounter. The team is working to remediate.
— Brian Armstrong (@brian_armstrong) February 28, 2024
The crux of Bitcoin’s substantial uptick can be attributed to several pivotal factors, foremost among these is the anticipation surrounding the cryptocurrency’s upcoming “halving” event in April, a mechanism that will halve Bitcoin’s block reward, thereby constricting the supply of new coins entering the market.
Historically, such events have precipitated massive bull runs, and the current market sentiment appears to be aligned with these precedents.
Furthermore, the influx of funds from traditional finance and retail traders into US-based spot Bitcoin exchange-traded funds (ETFs) that were recently approved by the SEC in January, suggests a robust demand that outstrips the impending reduced supply, fostering a bullish outlook among investors.
Feb 28 Update:
8 ETFs added 12,187 $BTC($745M) today while #Grayscale only decreased 429 $BTC($26M).#Blackrock added 9,114 $BTC($557M)!https://t.co/vfmtWeLFsv pic.twitter.com/FjDswGNppn
— Lookonchain (@lookonchain) February 28, 2024
However, beneath the surface of this bullish fervor lies a palpable anxiety concerning the sustainability of this rally.
According to insights from Greeks.Live, a notable block trading service provider, there has been a discernible shift among traders, particularly the ‘whales’ or large BTC holders, towards acquiring put options
These financial instruments allow them to sell Bitcoin at predetermined prices, serving as a hedge against potential declines. This strategic pivot underscores a growing apprehension that the market might be overheating, with perpetual funding rates signaling an overleveraged market ripe for a correction.
Strategic Bitcoin Hedging: The Whales’ Gambit Or The Fools Play?
The inclination towards buying puts, especially those set at prices below $50,000, is a defensive maneuver by spot holders to safeguard their profits against a market downturn.
Over 50 block orders, each with a notional value exceeding $5 million, have been executed on Greeks.Live in the past 24 hours, with a significant portion being buy positions in lower strike out-of-the-money puts.
This trend is indicative of a market bracing for a potential leverage washout, a scenario where overleveraged positions are liquidated en masse, leading to a sharp price pullback.
This phenomenon is not ubiquitous but is notably prevalent in bull markets driven by spot trading – it highlights a cautious optimism among investors, who, while eager to capitalize on the bullish momentum, are simultaneously hedging against an abrupt reversal.
The strategic acquisition of puts is a testament to the sophistication of market participants who are navigating the thin line between maximizing gains and mitigating risks.
Could There Be a Bitcoin Price Correction on the Horizon?
The recent push up by BTC price, despite a weekend of subdued volatility, has not quelled speculations about its potential decline.
Some analysts, including FxPro’s senior market analyst Alex Kuptsikevich, have posited that Bitcoin could retreat to as low as $47,000, citing its dip below the $51K threshold as a critical juncture.
This prognosis aligns with the sentiments of Daniel Yan from Matrixport, who anticipates a “healthy” correction of approximately 15% by the end of April, attributing his forecast to a confluence of macroeconomic factors and market sentiment indicators.
Notwithstanding these cautionary stances, Bitcoin’s ascent to $60,000, a threshold not breached since November 2021, underscores the enduring allure of this digital currency.
Euphoria: the sentiment of the market has come to a level where I think we should be cautious – may be a good idea to revisit my pinned tweet on the size of potential corrections. I think we should see another healthy ~15% correction by end-April.
— Daniel Yan (@_D_Y_A_N) February 28, 2024
The market’s current state, characterized by ‘extreme greed’ according to the Crypto Fear & Greed Index, is a double-edged sword that could either propel Bitcoin to new heights at the start of a ‘super cycle’ or precipitate a significant price correction.
The Bottom Line
The hedging strategies employed by major market players underscore a collective awareness of the ephemeral nature of bull runs and the importance of preparing for potential reversals.
Whether Bitcoin will continue its upward trajectory or succumb to a correction remains to be seen, but what is clear is the sophisticated dynamism that characterizes this market.
The coming weeks leading up to the Bitcoin halving event will undoubtedly be pivotal, as investors and analysts alike watch with bated breath to see how the saga of Bitcoin’s latest rally unfolds.