Bitcoin on the verge of a final correction: experts predict a market reversal
The Bitcoin (BTC) market is going through a critical stage. Based on my observations, several leading analysts agree: we are facing a final wave of sell-offs, after which a solid bottom will form for a sustained upward trend. This is not just a consensus—it is a clear signal for prepared investors.
The key discussion now revolves around two factors: the completion of forced deleveraging and a sharp decline in demand from institutional giants. A telling moment is that Strategy sold part of its Bitcoin holdings for the first time since 2022, while capital has been flowing out of exchange-traded funds (ETFs) week after week, depriving the market of its usual support. However, despite this, the first signs of a future reversal are already emerging.
Michael Nado: One Last Dump Remains
Michael Nado, founder of the analytical project The DeFi Report, argues that the deleveraging process for Bitcoin and the largest coins is largely complete. Nevertheless, he highlights assets that this "cleanse" has not yet touched—HYPE, ZEC, and NEAR. In his assessment, these tokens will be the next targets for a decline, although he does not specify exact timelines or catalysts.
In this phase, I expect Bitcoin dominance to rise amid overall market weakness. Nado describes the scenario as follows: one more dump, then a period of calm and apathy, and only after that will the groundwork for a long-term bullish trend appear. This is a classic pattern we have seen many times.
Darkfost: Demand Has Turned Negative
Analyst Darkfost highlights a critical weakness in spot demand. According to his data, this demand is increasingly dependent on two sources: Strategy and Bitcoin ETFs. The problem is that Strategy has significantly reduced its purchases and even made a sale, while ETFs have recorded capital outflows week after week. As a result, the average monthly demand growth has turned negative.
According to Darkfost's estimate, the net outflow has reached approximately -66,000 BTC—a level the market has never seen before. These two channels account for only part of total demand, but their combined impact has repeatedly proven decisive for Bitcoin's price movement.
Michaël van de Poppe: Signal Similar to the 2022 Bottom
A more optimistic side of the picture is described by Michaël van de Poppe, founder of MN Fund. He points to a signal in the Bitcoin-to-S&P 500 (SPX) ratio. According to him, a similar signal was last seen at the market bottom in 2022. It has now triggered again, indicating a bullish divergence on the three-day timeframe.
Van de Poppe is confident that the outcome will be the same this time. Thus, he suggests that the current weakness in Bitcoin could be a late stage of the decline, rather than the start of a new prolonged downturn. This is an important nuance to consider in strategic planning.
My expert conclusion: The market is in a zone of maximum uncertainty, but such moments often precede major reversals. Investors should prepare for volatility but not succumb to panic—the final correction could be the best entry point in the current cycle.