Bitwise Calls Q4 2025 the Crypto Bottom Before the Next Rally

Bitwise’s Contrarian Call: Q4 2025 Was the Bottom Before the Next Crypto Rally

While many investors focus only on price action, Bitwise is taking a different view—one that could reshape expectations for the next market cycle. According to the digital asset manager, Q4 2025 likely marked the bottom of the crypto bear market, setting the stage for a renewed expansion phase.

Why Bitwise Thinks the Market Already Hit the Low

Bitwise’s argument is built on a key contradiction: prices looked weak, but underlying crypto activity kept improving. In its Q4 2025 market review, the firm highlighted signs of growing real-world demand even as major assets struggled.

This type of “disconnect” between price and fundamentals has historically appeared near turning points. In other words, markets can remain pessimistic short-term—even while the foundation for a new rally is quietly forming.

A Major Signal: Ethereum Activity Stayed Strong

One of the strongest indicators Bitwise points to is Ethereum. During Q4 2025, Ethereum’s price reportedly dropped sharply, yet network usage and transactions reached record levels.

That matters because sustainable bull markets typically require more than hype—they need rising adoption and real activity. When users keep building, trading, and transacting despite falling prices, it can imply that long-term conviction is growing beneath the surface.

The Setup Looks Like “Early 2023” Again

Bitwise also compares the current market structure to the post-crisis period in early 2023, when crypto looked damaged, sentiment was low, and prices moved sideways—before a major recovery followed.

From Bitwise’s perspective, Q4 2025 may be remembered the same way: not as a collapse, but as the “final shakeout” that cleared the way for the next uptrend.

What This Could Mean for Investors in 2026

If Bitwise’s thesis proves correct, the market may already be transitioning from capitulation to accumulation—the phase where long-term investors position early, before momentum becomes obvious.

That doesn’t mean prices will rise in a straight line. But Bitwise’s message is clear: the most important opportunities often appear when the market feels uncertain, not when confidence is at its peak.

For investors, the key takeaway is simple: watch the fundamentals, not just the charts—because the next crypto rally may already be loading.

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