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Benjamin Cowen

Silver has likely topped for the year with a 37% drawdown, while gold—currently down only 13%—has a 60-65% probability of hitting new all-time highs before stocks recover, based on historical gold-silver ratio cycles and sequential topping patterns seen in 1973 and 2011.

Benjamin Cowen

Bitcoin has officially reached a 50% drawdown to $63,000, entering what analyst Benjamin Cowen identifies as "Phase 2" of the bear market with historical patterns suggesting a bottom may form in either May or October 2025.

Coin Bureau

The Genius Act's prohibition on stablecoin issuers paying interest contains a loophole allowing exchanges like Coinbase to pass through Treasury yields to users, sparking a trillion-dollar battle over whether digital dollars will replace fractional reserve banking with a narrow bank model that could drain credit from the economy.

Coin Bureau

Institutions now control over 20% of Bitcoin's supply—more than 4 million BTC—creating a fundamental tension between Bitcoin's decentralized origins and its integration with traditional finance, while introducing both long-term price support and new systemic vulnerabilities.

Coin Bureau

A joint Coinbase and Glassnode report reveals that despite Q4 2025's drawdown and bear market fears, both institutional and retail investors remain conviction-driven with 71% of institutions viewing Bitcoin as undervalued, while on-chain metrics show significant profit-taking pressure across BTC and ETH that could cap near-term upside.