Last Week in Investing

Crypto markets last week were driven by one theme: structural shift, not just price movement.

• Bitcoin held above key support despite heavy realized losses

• Institutional crypto firms focused on liquidity and yield strategies

• Exchange stocks pulled back but long-term expansion narratives remain intact

Next Level Take:
This wasn’t just volatility.
It was the market deciding who is adapting and who is reacting.

The Big Stories

1️⃣ Coinbase: Short-Term Miss, Long-Term Pivot

Coinbase reported weaker-than-expected quarterly earnings, leading analysts to cut price targets despite keeping bullish ratings.

What stood out:

• Transaction revenue fell with overall crypto market cap decline

• Institutional derivatives activity surged

• Subscription & services now form a growing share of revenue

Why it matters:
The exchange is slowly shifting from “crypto trading platform” → multi-product financial ecosystem.

Short-term price moves still mirror crypto volatility, but revenue diversification is increasing.

2️⃣ Solana-Linked Firms Unlock Liquidity Without Selling

Solana-focused treasury companies introduced structures that allow institutions to borrow against staked tokens while keeping custody and yield.

Why it matters:
Instead of selling assets during downturns, firms are:

• Earning staking rewards

• Unlocking liquidity

• Extending balance-sheet survival

This signals a broader industry move toward capital efficiency over speculation.

3️⃣ Bitcoin Bottom May Take Time

On-chain analytics firm CryptoQuant noted that historical bear-market bottoms rarely form in a single capitulation event.

Key observations:

• Realized losses recently spiked, but not at extreme-cycle levels

• Over half of BTC supply remains in profit

• Long-term holders are selling near breakeven, not deep losses

Interpretation:
Markets may still need time to base rather than instantly reverse.

What Investors Are Watching Now

Supportive Signals

• Institutional liquidity strategies replacing forced selling

• Growth in derivatives and subscription revenue models

• Continued ecosystem expansion beyond pure token prices

Risk Factors

• Further declines in overall crypto market cap

• Prolonged bear-cycle metrics

• Weak retail participation returning too slowly

⭐ Lesson Of The Week

Mature markets adapt. Immature markets panic.

The difference this cycle isn’t just price. It’s whether participants are building liquidity, yield, and structure instead of relying purely on appreciation.

Next Level Academy Community

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The Fear Signal Most Traders Misinterpret

Fear levels in crypto are approaching extreme territory.

Volatility is rising. 

Confidence is fading.

Sentiment has shifted heavily toward caution.

If you are feeling unsure right now, that is normal.

But here is what most traders misunderstand.

Extreme fear does not automatically mean collapse.

It often signals emotional exhaustion in the market.

Most retail traders see fear and think:

“It is going to get worse. I should step away.”

Disciplined traders see the same data and ask:

“Where is value forming?”

The difference is not about blind optimism.

It is about understanding structure.

What actually matters right now:

When fear spikes, most people step back.

But markets often reset during fear.

Corrections can be pressure releases, not collapse signals.

Price structure reveals where real buyers and sellers are active.

If liquidity holds, opportunity builds.

That is the difference between panic and positioning.

What NOT to do right now:

• Go all in just because fear is extreme

• Try to catch the exact bottom

• React emotionally to market noise

The disciplined move is to:

• Mark your higher timeframe support first

• Plan your entries in zones, not single price guesses

• Scale in only when structure confirms

• Protect your downside with clear risk limits

This is the difference between reacting and positioning.

In this upcoming free crypto web class with Leslie Lv, co-founder of Cryptolearn SG, you will learn exactly how to:

✅ Protect capital and grow even during high volatility 

✅ Ride crypto “seasons” using institutional money flow

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✅ Build a structured plan instead of reacting to headlines and noise

If you’ve been waiting for a clear understanding of where we’re headed in 2026…

Markets don’t wait and neither should your strategy.

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That’s a wrap for this week!

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