The price of Bitcoin fell below $80,000 in March 2025, down about 27% from its historical high of $109,000 in mid-January, resulting in a significant evaporation of market value. This sharp fluctuation has drawn global attention, with top authoritative media and influential figures in the cryptocurrency space (KOLs with over 50,000 followers) engaging in intense debates over recent trends. The following is a compilation of detailed viewpoints from media outlets such as Cointelegraph, CNBC, The Guardian, and well-known KOLs like Michael Saylor and Peter Schiff, revealing the driving factors behind the market and future expectations.
Market Background: Multiple Pressures Combined
The recent drop in Bitcoin is not driven by a single event but is the result of intertwined economic and policy factors. Authoritative media point out that the Bitcoin strategic reserve plan promised by President Trump has failed to meet expectations, not providing a strong boost to the market but instead triggering a sell-off due to policy uncertainty. The risk of a global trade war is escalating, particularly concerns over tariffs, leading to heightened risk-averse sentiment among investors. Additionally, the expectation of a delayed interest rate cut by the Federal Reserve until September has exacerbated the outflow of Bitcoin ETF funds, putting significant pressure on the market. According to Coinpedia, the recent liquidation amount in the cryptocurrency market reached $630 million, with Bitcoin long positions accounting for $210 million, highlighting the scale of panic selling.
Authoritative Media Opinions: In-Depth Analysis and Cautious Predictions
Cointelegraph: The media analyzes that Bitcoin's drop below $80,000 is closely related to the "thunderous promise but little rain" of Trump's strategic reserve plan. Reports indicate that the market originally expected the U.S. government to purchase Bitcoin on a large scale to boost confidence, but the slow progress of the policy has spread disappointment among investors. Meanwhile, the outflow of Bitcoin ETF funds further weakens support, and the market may test $75,000 or even lower in the short term. Analysts point out that if the macroeconomic environment does not improve, the rebound momentum will be limited, but the long-term trend still depends on the implementation of policies.
Investopedia: A team of economists emphasizes that global economic uncertainty is the core driver of Bitcoin's decline. The article details that on February 25, Bitcoin ETF saw a net outflow of $539 million in a single day, marking the second-highest record in 2025, reflecting institutional investors' cautious attitude towards risk assets. The delayed interest rate cut by the Federal Reserve, combined with tariff threats, has put pressure on Bitcoin in sync with the stock market. Experts warn that the current price has not yet bottomed out and advise investors to avoid blindly bottom-fishing, waiting for clear signals after the Federal Reserve's March meeting.
The Guardian: The report focuses on Bitcoin's 17.5% drop in February, the largest monthly loss since June 2022, marking the arrival of a technical bear market. The article points out that the crypto boom triggered by Trump's election has faded, with the market shifting from excessive optimism to a more sober assessment. Analysts believe that falling below $80,000 may only be the beginning of an adjustment, and if the global economy continues to deteriorate, Bitcoin may struggle to stand alone.
CNBC: A team of technical analysts predicts that after Bitcoin fell below $80,000, the next key support level is in the $70,000 to $75,000 range. They analyze that if this range is lost, it could trigger larger-scale liquidations, dropping towards $65,000. However, if the stock market stabilizes and ETF funds flow back in, a rebound to $90,000 is still possible. The report calls on investors to pay attention to trading opportunities amid short-term volatility while being wary of systemic risks.
Newsweek: Citing early predictions from BitMEX co-founder Arthur Hayes, the article states that Bitcoin may further crash later in March. The article reviews Hayes' viewpoint, suggesting that the market has been overheated for a long time, and the current decline is a natural correction to prior excessive speculation. He warns that investor sentiment may further deteriorate in the short term, pushing prices to new lows.
KOL Opinions in the Cryptocurrency Space: Bearish vs. Bullish Perspectives
Peter Schiff (X followers over 500,000): This long-time critic of Bitcoin posted on March 11, sharply questioning its value storage properties. He wrote, "Bitcoin has fallen over 30% in two months without any major external events driving it; how can this be seen as a reliable store of value? Gold only fell 2% during the same period." Schiff further pointed out that if the U.S. government sells Bitcoin reserves due to fiscal pressure, it will exacerbate the risk of a market crash. He believes the current price is still overvalued and that investors should be wary of the chain reaction following a bubble burst.
Michael Saylor (X followers over 3 million): As one of Bitcoin's most steadfast supporters, Saylor has not directly commented on the recent drop below $80,000, but his consistent attitude provides confidence to the market. His company, MicroStrategy, did not sell any Bitcoin during the price fluctuations in March, continuing its "hold forever" strategy. Reflecting on his statements from September 2024, he previously warned investors "not to sell your Bitcoin," believing that every drop is a buying opportunity for long-term investors. Saylor recently also quoted Satoshi Nakamoto, emphasizing the decentralized value of Bitcoin, suggesting that short-term fluctuations do not undermine its long-term potential.
Daan Crypto Trades (X followers about 600,000): This technical trader provides a calm analysis, pointing out that $90,800 and the historical high of $109,000 are previous key resistance levels, and after falling below $80,000, attention should be paid to the $75,000 support. He states that if $75,000 holds, a double bottom pattern may form, indicating a rebound; if it fails, it could drop to the $68,000 to $70,000 range. He advises investors to monitor changes in trading volume and the RSI indicator to assess whether the market is oversold.
Arthur Hayes (X followers about 500,000): As early as January, Hayes predicted that Bitcoin would crash in March. He believes that the market's previous rapid rise was driven by speculative funds pushing prices away from fundamentals, and the current decline is a necessary correction to the overheating. He warns that if global liquidity continues to tighten, Bitcoin may fall below $60,000 in the short term, and investors should be mentally prepared.
@KobeissiLetter (X followers over 500,000): On March 10, he posted that Bitcoin's drop below $80,000 erased all gains made after the announcement of the strategic reserve. He analyzes that this reversal reflects the market's disappointment with policy expectations, leading to a significant decline in investor confidence. He points out that the current price has fallen below the 50-day moving average, with a bearish technical outlook, and may continue to face pressure in the short term.
@Biotech_Boss (X followers over 50,000): On March 10, he warned that falling below $80,000 triggered the liquidation of $500 million in long positions, with market panic nearing its peak. He described the current situation as a "bloodbath," believing that retail investors may face greater losses and suggesting a wait-and-see approach in the short term to avoid chasing volatility.
@chairbtc (X followers over 50,000): On March 7, he expressed optimism, believing that the macro environment still favors Bitcoin's rise. He listed: the U.S. passing the Bitcoin strategic reserve, the SEC easing regulations, and if the Federal Reserve cuts rates once or twice this year, Bitcoin will continue its bull market, breaking through $110,000 to set new highs. This viewpoint sharply contrasts with the current downward trend, showing that the bullish camp has not given up hope.
Data Insights: Overview of Market Pressures
- Price Trend: Bitcoin has fallen from a high of $109,000 in January to below $80,000, a decline of about 27%.
- Liquidation Scale: Recent total market liquidation reached $630 million, with Bitcoin longs accounting for $210 million.
- ETF Flows: On February 25, there was a net outflow of $539 million, the second-highest record of the year.
- Economic Background: Delayed interest rate cuts by the Federal Reserve, escalating tariff risks, and stock market volatility have collectively pressured risk assets.
Outlook and Recommendations
After Bitcoin fell below $80,000, the short-term outlook for the market is full of uncertainties. Bearish figures like Schiff and Hayes believe that the bubble has not yet burst, and prices may further test the $60,000 to $70,000 range; bullish figures like Saylor firmly believe that the decline is a buying opportunity, with long-term value unaffected. Technical analysts suggest monitoring the $75,000 support level; if it holds, a rebound may occur, but if it fails, a larger decline should be anticipated. Authoritative media urge investors to closely track the Federal Reserve's March decisions, global trade policies, and ETF fund movements to avoid blind operations.
Conclusion: The Bitcoin market is at a crossroads, with in-depth analyses from authoritative media and KOLs revealing the dual game of short-term risks and long-term potential. Investors need to remain rational amid volatility, combining economic trends and technical signals to cautiously formulate strategies to cope with uncertainty.
Disclaimer: The above content is for reference only and does not constitute investment advice.
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