Review and Outlook of the Crypto Market in February 2025
Macroeconomic Overview
In February 2025, the U.S. economy faces multiple challenges: inflation rebound, labor market divergence, and slowing growth. The January CPI rose to 3.0% year-on-year, exceeding expectations. Labor market resilience has weakened, with the unemployment rate slightly declining to 4.0%, but there is a clear divergence between sectors. Economic growth is marginally slowing, with manufacturing PMI expanding while services PMI falls below the boom-bust line. The Federal Reserve faces a policy dilemma, with the first interest rate cut expectation postponed to June.
Crypto Market Overview
In February, the crypto market experienced a downturn, with an average daily trading volume of $146.5 billion, a decrease of 17% from the previous month. The total market capitalization dropped to $3.03 trillion, down 18%. BTC's market share is 59.8%, and ETH has fallen below 10%. The market's focus has shifted to VC coins, such as new projects like PI and KAITO.
BTC ETF net outflow of $8.86 billion, ETH ETF outflow of $2.1 billion. The stablecoin market continues to grow, with USDC, USDT, and DAI being the main sources of inflow, while PYUSD shows significant growth.
Mainstream Cryptocurrency Analysis
BTC has broken below the key support level of 90,000 USD and is facing multiple technical pressures. The range of 86,000-89,000 USD has formed a dense selling pressure zone, and a "triple bottom" may form at 75,200 USD.
ETH continues to be weak, and the ETH/BTC ratio has hit a recent low. $2,850 is a key support level, and there are signs of divergence in the derivatives market. The Bybit theft incident has intensified short-term selling pressure.
SOL is influenced by liquidity pressure, with $130 being a key support level. Whales reducing their holdings and an increase in unlocked amounts have raised market concerns.
Important Event Review
The LIBRA Meme coin promoted by the President of Argentina has collapsed, triggering a crisis of confidence in the market.
The Solana ecosystem has been significantly affected by multiple negative news, leading to a sharp price correction.
CZ's influence drives the rise of BNB Chain, becoming a new Meme hotspot.
Bybit suffered a $1.46 billion hack, marking the largest theft incident in the crypto market.
Future Outlook
BNB Chain is expected to lead a new wave of Meme trends, with other public chains likely to follow its marketing strategy.
VC coin has shown active performance, and through high control and continuous positive news release, it is expected to regain market favor.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
16 Likes
Reward
16
10
Repost
Share
Comment
0/400
BearMarketMonk
· 07-09 14:02
It's just a cycle.
View OriginalReply0
Lonely_Validator
· 07-07 17:20
Are you panicking after a 9w fall? Retail investors are always suckers.
View OriginalReply0
DeFiGrayling
· 07-07 06:09
The BTC home field has all knelt down, no need to say anything.
View OriginalReply0
GhostChainLoyalist
· 07-07 06:06
VC really can't lie flat.
View OriginalReply0
TaxEvader
· 07-07 06:04
Hehe, the bull run is dead.
View OriginalReply0
TokenAlchemist
· 07-07 06:01
meh btc whales dumping while degens ape into vc tokens... typical market inefficiency vector
Reply0
FUD_Whisperer
· 07-07 06:01
I won't enter a position until it falls to 50,000 USD~
View OriginalReply0
CryptoTarotReader
· 07-07 05:55
90,000 I have fully entered the market.
View OriginalReply0
rugpull_survivor
· 07-07 05:54
I should have said VC is To da moon. Damn, I've been trapped for two years.
February 2025 Crypto Market: BTC falls below $90,000 VC becomes the focus
Review and Outlook of the Crypto Market in February 2025
Macroeconomic Overview
In February 2025, the U.S. economy faces multiple challenges: inflation rebound, labor market divergence, and slowing growth. The January CPI rose to 3.0% year-on-year, exceeding expectations. Labor market resilience has weakened, with the unemployment rate slightly declining to 4.0%, but there is a clear divergence between sectors. Economic growth is marginally slowing, with manufacturing PMI expanding while services PMI falls below the boom-bust line. The Federal Reserve faces a policy dilemma, with the first interest rate cut expectation postponed to June.
Crypto Market Overview
In February, the crypto market experienced a downturn, with an average daily trading volume of $146.5 billion, a decrease of 17% from the previous month. The total market capitalization dropped to $3.03 trillion, down 18%. BTC's market share is 59.8%, and ETH has fallen below 10%. The market's focus has shifted to VC coins, such as new projects like PI and KAITO.
BTC ETF net outflow of $8.86 billion, ETH ETF outflow of $2.1 billion. The stablecoin market continues to grow, with USDC, USDT, and DAI being the main sources of inflow, while PYUSD shows significant growth.
Mainstream Cryptocurrency Analysis
BTC has broken below the key support level of 90,000 USD and is facing multiple technical pressures. The range of 86,000-89,000 USD has formed a dense selling pressure zone, and a "triple bottom" may form at 75,200 USD.
ETH continues to be weak, and the ETH/BTC ratio has hit a recent low. $2,850 is a key support level, and there are signs of divergence in the derivatives market. The Bybit theft incident has intensified short-term selling pressure.
SOL is influenced by liquidity pressure, with $130 being a key support level. Whales reducing their holdings and an increase in unlocked amounts have raised market concerns.
Important Event Review
The LIBRA Meme coin promoted by the President of Argentina has collapsed, triggering a crisis of confidence in the market.
The Solana ecosystem has been significantly affected by multiple negative news, leading to a sharp price correction.
CZ's influence drives the rise of BNB Chain, becoming a new Meme hotspot.
Bybit suffered a $1.46 billion hack, marking the largest theft incident in the crypto market.
Future Outlook
BNB Chain is expected to lead a new wave of Meme trends, with other public chains likely to follow its marketing strategy.
VC coin has shown active performance, and through high control and continuous positive news release, it is expected to regain market favor.