For me, $BTC is dead forever. I would like to thank everyone, especially @stefan_21, who patiently tried to explain this asset to me. I have looked into it more intensively, it still doesn't feel good to ME today. I may be too old and too conservative in my thinking, I may be missing THE opportunity. I have to live with that, and I can. I wish everyone else $BTC a million or more at some point and at least a financially carefree life. Of course, I'll continue to follow the whole thing with great interest and completely unemotionally.
$BTC (+1.39%) is the only area with negative investor sentiment and recorded capital outflows of USD 264 million. In contrast $XRP (+6.14%), $SOL (+3.67%) and $ETH (+1.49%) lead inflows, with USD 63.1 million, USD 8.2 million and USD 5.3 million respectively. XRP thus remains the most successful asset since the beginning of the year, with cumulative capital inflows of USD 109 million.
The cryptocurrency market is navigating a period of pronounced uncertainty and consolidation. In such environments, passive holding often forgoes significant yield opportunities on idle liquidity.
My strategy focuses on generating consistent returns irrespective of directional price action: allocating capital to carefully selected decentralized finance (DeFi) liquidity pools. As illustrated, protocols exist offering up to 30% APR on stablecoin pairs.
This approach transforms liquidity into a productive asset. The yield is sourced from trading fees and protocol incentives, providing a return stream that is decoupled from the volatility of underlying assets like $BTC (+1.39%) or $ETH (+1.49%)
Key considerations are paramount: understanding impermanent loss, rigorously auditing smart contract security, and selecting established protocols with sustainable tokenomics. This is not passive income; it is active risk management.
Recent market volatility has seen notable corrections, with $ETH (+1.49%) down ~23% and $BTC (+1.39%) ~15% over the past week. In such climates, emotional reactions often undermine long-term strategy.
My approach remains disciplined: continuing the scheduled weekly Dollar-Cost Averaging (DCA). This method systematically accumulates assets regardless of short-term price fluctuations, focusing on long-term valuation rather than timing ephemeral lows.
Volatility is a feature, not a bug. The key is consistent execution of a predefined plan, building the portfolio position by position. Discipline during downturns separates reaction from strategy.
Investor sentiment clouds as crypto outflows accelerate
Digital investment products recorded a second consecutive week of outflows totaling USD 1.7 billion. This completely reversed the inflows achieved since the beginning of the year, resulting in a net global outflow of USD 1 billion since the start of the year. This indicates a noticeable deterioration in investor sentiment towards the asset class. In our view, this reflects a combination of factors, including the appointment of a more dovish Fed Chair, continued selling by large market participants in the context of the four-year cycle and increased geopolitical volatility. Since the price highs in October 2025, global assets under management (AuM) have fallen by USD 73 billion.
The negative sentiment was broad-based across individual assets. $BTC (+1.39%) recorded outflows of 1.32 billion US dollars, $ETH (+1.49%) of 308 million US dollars. The most recently favored assets $XRP (+6.14%) and $SOL (+3.67%) were also affected, with outflows of USD 43.7 million and USD 31.7 million respectively. Short Bitcoin products, on the other hand, recorded inflows of USD 14.5 million; assets under management here have risen by 8.1 percent since the beginning of the year.
