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"Bitcoin is trading above $100,000, but the crypto community feels stuck in a bear market. In this video, Guy from Coin Bureau breaks down the paradox of extreme fear in the middle of a bull run. Why is sentiment so low? What’s really driving the market behind the scenes? And could this be the ultimate contrarian signal?
Discover how institutional investors, Bitcoin ETFs, and major regulatory shifts like the GENIUS Act are reshaping the crypto landscape. If you're trying to understand this confusing cycle and position yourself smartly, this video is a must-watch."
~ Coin Bureau
The mood in the crypto market is currently defined by "extreme fear," despite Bitcoin trading over $100,000, creating a bizarre paradox where the bull market feels like a bear market. This sentiment is largely due to a shift in market participants: the retail-driven mania of past cycles is absent, replaced by institutional players leveraging spot Bitcoin ETFs for quiet accumulation. While the Fear and Greed Index sits at a level typically seen during market bottoms (24 in late October 2025), institutions are rapidly buying up BTC, with BlackRock's IBIT ETF on a record-breaking path to $100 billion in assets under management. This divergence reflects a market where institutional greed is juxtaposed with widespread retail exhaustion and anxiety.
The demoralizing atmosphere is compounded by new geopolitical and macroeconomic risks, such as the escalating trade war between the US and China, which triggered the single largest liquidation event in crypto history in early October. However, powerful tailwinds also exist, including the Federal Reserve's return to a monetary easing cycle, which historically acts as "rocket fuel" for risk assets like Bitcoin. Furthermore, the regulatory landscape has undergone a "revolution," with the US passing the Genius Act to regulate stablecoins and the SEC becoming more supportive of the industry, removing a significant barrier for institutional capital. Despite this strong foundation, retail investors feel sidelined because the altcoin market—the source of "get-rich-quick" excitement in the past—has been clogged by millions of tokens, scams, and value extraction by insiders, making it difficult for useful projects to gain traction. The current pain is seen as a necessary, frustrating transition from crypto's "adolescence to its adulthood."
00:00 Bitcoin above $100K, but sentiment shows extreme fear — market feels broken.
01:29 BTC breaks previous ATH before the halving — this cycle is different.
02:38 Retail fear vs. institutional greed — ETFs drive massive Bitcoin accumulation.
05:20 Macro risks hit crypto — trade war threats trigger historic liquidations.
12:31 Crypto entering maturity — slower growth, institutional dominance, but stronger foundations.
Source - Coin Bureau YouTube: https://www.youtube.com/watch?v=d7jFXPwMGAk
Disclaimer: This video is provided for informational purposes only, and not offered or intended to be used as legal, tax, investment, financial, or any other advice.
