One month after record highs and an $80,000 peak, crypto has plunged into a fast, unforgiving correction driven by cross-market tech weakness and massive ETF outflows, leaving momentum depleted and market structure fragile.

Experts are split: some see a protracted bear cycle toward the 200‑week EMA and a 50% drawdown, while others call this a healthy shakeout before a 2026 liquidity-fueled rebound; key levels to watch include $80,000 and the institutional cost wall near $74,433–$75,000.

The episode breaks down technical pressure points, on‑chain signals, ETF flows and institutional accumulation to help listeners decide whether to be cautious, patient, or accumulate into this new, institution-driven market dynamic.