Bitcoin’s gradual price recovery that took the asset to a weekly peak earlier today came to a screeching end as the asset was violently rejected at that line. The altcoins followed suit, which has wrecked overleveraged traders, with more than 80,000 such market participants getting liquidated over the past day. BTCUSD. Source: TradingView The primary cryptocurrency had a tough week, in which its price tumbled toward $107,000 on several occasions, but the bulls ultimately managed to defend that crucial support. Moreover, they reversed BTC’s trajectory in the past few days, which culminated earlier today with a price pump to a weekly high of $113,500. This impressive increase came after the latest US jobs report , which showed that the US economy might be in a more dire condition than many believed. This was regarded as a bullish development for riskier assets like BTC, as it hinted that the US Federal Reserve could be pressured to lower the interest rates even more in the upcoming FOMC meeting in September. However, that’s where bitcoin’s ascent came to a halt as the asset was rejected there and pushed south by over three grand in less than an hour. Many altcoins mimicked BTC’s nosedive and dropped from their respective daily highs, including ETH, which slumped from well over $4,400 toward $4,200. Data from CoinGlass shows that this volatility has harmed over 83,000 overleveraged traders, who have been wrecked in the past 24 hours. The single-largest wiped-out position took place on OKX and was worth over $15 million. The total value of liquidations has risen to $330 million on a daily scale – $119 million in longs for BTC, followed by $116 million for ETH. Liquidation Heat Map. Source: CoinGlass The post Bitcoin’s Sharp Rejection at $113.5K Sparks $330M Wipeout appeared first on CryptoPotato .
BitcoinWorld US Semiconductor Market: Unprecedented Shifts Define 2025’s Pivotal Year The year 2025 has been nothing short of a whirlwind for the US semiconductor market , a sector whose pulse directly impacts the broader tech landscape, including the advancements in AI that often fuel cryptocurrency innovations. From groundbreaking leadership changes to geopolitical chess moves, the industry has navigated a complex terrain, showcasing both immense challenges and strategic triumphs. This timeline offers a look into the pivotal moments that shaped this tumultuous year, providing critical context for anyone tracking the intersection of technology, policy, and global economics. The United States’ ambition to win the ‘AI race’ has placed the semiconductor industry squarely in the spotlight. This focus has driven significant policy shifts, corporate maneuvers, and intense competition. The year kicked off with a flurry of activity, signaling the profound changes to come, from new leadership at legacy companies to proposed export regulations. Navigating the Complexities of AI Chip Export Controls One of the most defining aspects of 2025 has been the evolving landscape of AI Chip Export Controls . The year began with former President Joe Biden proposing sweeping new export restrictions just before leaving office in January, outlining a three-tier structure for chip exports. This move set the tone for heightened scrutiny on where and how US-made AI chips could be sold globally. Throughout the year, the debate around these controls intensified. In January, Anthropic co-founder Dario Amodei publicly endorsed existing controls, advocating for further restrictions to maintain the US’s lead in AI. This sentiment was echoed in April when Anthropic doubled down on its support, even suggesting tweaks to the proposed ‘Framework for Artificial Intelligence Diffusion,’ including stricter measures for Tier 2 countries and dedicated enforcement resources. Nvidia, however, pushed back, emphasizing innovation over restrictive policies. The Trump administration, upon taking office, unveiled its own AI Action Plan in July. While emphasizing the need for US chip export controls and international coordination, the plan initially lacked concrete details on what these restrictions would entail. This uncertainty kept the industry on edge. Key developments in export controls: January 13: Biden’s proposed executive order introduced a three-tier structure for AI chip exports, aiming to limit sales to certain countries. April 15: Nvidia’s H20 AI chip, its most advanced chip still allowed for export to China in some form, was hit with a new export licensing requirement. This resulted in significant financial charges for Nvidia, TSMC, and Intel. May 13: The Biden administration’s ‘Artificial Intelligence Diffusion Rule’ was officially rescinded, with the Department of Commerce promising new guidance. However, the use of Huawei’s Ascend AI chips anywhere in the world remained a violation of US export rules, a point China’s Commerce Secretary contested in May, threatening legal action. July 14: Malaysia announced new trade permits for US-made AI chips, requiring a 30-day notice before export, a move aimed at combating chip smuggling, particularly from the Middle East to China. July 17: A significant deal for the United Arab Emirates to purchase billions of dollars worth of Nvidia AI chips, fostered by the Trump administration in May, was reportedly put on hold due to national security concerns and fears of chips being rerouted to China. August 5: President Donald Trump announced plans for new tariffs on the semiconductor industry, though specifics were not detailed by early September. Amidst these restrictions, a complex dance between US companies and the government unfolded regarding sales to China. In July, Nvidia confirmed it was applying to restart H20 AI chip sales in China and announced a new chip, the RTX Pro, designed specifically for the Chinese market. By August 12, Nvidia and AMD struck a deal with the US government, gaining licenses to sell their AI chips in China in exchange for 15% of the revenue from those sales. This came after revelations that allowing US companies to sell AI chips in China was tied to ongoing trade discussions between the US and China regarding rare earth elements, as stated by US Commerce Security Howard Lutnick on July 16. Date Policy/Event Impact on AI Chip Export Controls Jan 13 Biden’s Proposed Export Tiers Introduced a 3-tier system for AI chip exports, setting new limits and increasing scrutiny. May 13 AI Diffusion Rule Rescinded Biden-era rule cancelled, new guidance expected; Huawei chip use still deemed a violation globally. Apr 15 H20 Chip Export License Requirement Nvidia’s H20 AI chip faced new export licensing, leading to significant financial charges for companies. July 14 Malaysia Implements Trade Permits Required 30-day notice for exporting US-made AI chips from Malaysia, targeting smuggling. Aug 12 Nvidia/AMD China Deal Companies secured licenses to sell AI chips in China, agreeing to revenue sharing with the US government. Intel’s Strategic Overhaul: A Bold Path Forward? For Intel, 2025 has been a year of profound transformation, marked by a determined Intel’s Strategic Overhaul . The appointment of industry veteran Lip-Bu Tan as CEO in March signaled a clear intent to revitalize the legacy company and return it to an ‘engineering-focused’ core. Tan wasted no time getting to work. His initial moves included plans to spin off non-core assets, starting with the Network and Edge group, which makes chips for the telecom industry and generated billions in revenue. This initiative, first rumored in May and confirmed in July, aimed to streamline operations and sharpen focus. Simultaneously, Intel announced significant layoffs, planning to cut over 21,000 employees in April and 15-20% of its Intel Foundry staff in July, to flatten the organization and improve efficiency. Intel also made strategic leadership appointments in June, bringing in a new chief revenue officer and high-profile engineering talent to support its renewed engineering emphasis. However, the company faced challenges, including further delays to its $28 billion Ohio chip plant, pushing completion to 2030 or 2031. Manufacturing operations were also pulled back, with projects in Germany and Poland canceled and test operations consolidated in July, aiming to end the year with approximately 75,000 employees. In a significant development, the US government announced in August that it was converting existing grants into a 10% equity stake in Intel. This deal included provisions to penalize Intel if its ownership in its foundry program dropped below 50%. Just days before, Japanese conglomerate SoftBank also announced a $2 billion strategic stake in Intel, fueling rumors of the government’s impending move. The political landscape also played a role in Intel’s year. In August, President Donald Trump publicly demanded Lip-Bu Tan’s resignation over unspecified ‘conflicts of interest,’ following inquiries into Tan’s ties to China. Despite this, Tan met with Trump at the White House days later, discussing how Intel could aid the US goal of reshoring semiconductor manufacturing, calling the conversation productive. An alleged agreement between Intel and TSMC in April for a joint chipmaking venture, with TSMC taking a 20% stake, hinted at potential industry collaborations, though both companies declined to comment. Nvidia’s AI Dominance: Navigating a Shifting Landscape Despite the turbulent year for the US Semiconductor Market , Nvidia’s AI Dominance continued to shine through, albeit with new challenges. In August, the company reported a record second quarter, with its data center business seeing a remarkable 56% year-over-year revenue growth. This performance underscored the surging demand for AI hardware. However, Nvidia was not immune to the impact of export controls. In May, the company reported that US licensing requirements on its H20 AI chips cost it $4.5 billion in charges during Q1, with an expected $8 billion hit to Q2 revenue. Recognizing the persistent nature of these restrictions, Nvidia CEO Jensen Huang stated in June that the company would no longer include the Chinese market in future revenue and profit forecasts. The company also engaged in strategic diplomacy. Reports in April suggested that Jensen Huang’s dinner at Mar-a-Lago with Donald Trump might have spared Nvidia’s H20 AI chips from further export restrictions, possibly in exchange for commitments to invest in US AI data centers. As mentioned earlier, Nvidia eventually secured licenses to sell certain AI chips in China, demonstrating its adaptability in navigating complex geopolitical waters. The broader AI landscape also had ripple effects. The release of Chinese AI startup DeepSeek’s open R1 ‘reasoning’ model in January caused significant alarm in Silicon Valley, highlighting the global competition in AI development and its reliance on advanced chips. The Global Chip Supply Chain: Adaptations and Acquisitions Beyond Intel and Nvidia, the broader Global Chip Supply Chain saw significant activity and adaptation in 2025. AMD, a key competitor, embarked on an acquisition spree to bolster its AI offerings. In May, AMD acquired Enosemi, a silicon photonics startup, recognizing the growing importance of light-based data transmission in semiconductor technology. This was followed by two more acquisitions in June: Brium, an AI software optimization startup, and the acqui-hire of the team behind Untether AI, which develops AI inference chips. These moves clearly signaled AMD’s aggressive strategy to challenge Nvidia’s AI hardware dominance by enhancing its software and hardware capabilities. The year also featured major industry events like the 20th anniversary of Bitcoin World Disrupt in October, drawing tech and VC heavyweights from Netflix, ElevenLabs, Wayve, and Sequoia Capital. These gatherings underscore the ongoing innovation and investment driving the tech sector, including critical advancements in the US Semiconductor Market . Key Takeaways from a Transformative Year: Geopolitical Influence: Government policies, tariffs, and export controls exerted an unprecedented level of influence on corporate strategies and global trade flows. AI Race Acceleration: The intense competition in artificial intelligence continues to be the primary driver for semiconductor demand and innovation. Corporate Restructuring: Companies like Intel are undertaking massive overhauls, shedding non-core assets and redefining their strategic focus to remain competitive. Strategic Adaptability: Firms like Nvidia and AMD demonstrated agility in navigating export restrictions and market shifts through product diversification and targeted acquisitions. Evolving Global Supply Chain: The emphasis on reshoring manufacturing, combined with international trade agreements and restrictions, is fundamentally reshaping how chips are produced and distributed worldwide. The US Semiconductor Market in 2025 was a testament to an industry in flux, caught between rapid technological advancement and complex geopolitical realities. From the strategic reinvention of Intel to Nvidia’s continued AI dominance amidst export challenges, and AMD’s aggressive expansion, the year has set a new precedent for dynamism. The interplay of government intervention, corporate strategy, and the relentless pursuit of AI innovation will undoubtedly continue to shape the Global Chip Supply Chain for years to come, making it a critical sector to watch for anyone invested in the future of technology and its broader economic implications. To learn more about the latest AI market trends, explore our article on key developments shaping AI models and institutional adoption. This post US Semiconductor Market: Unprecedented Shifts Define 2025’s Pivotal Year first appeared on BitcoinWorld and is written by Editorial Team
Cryptoquant says bitcoin treasury firms mark new records even as buying cools. Its researchers report 2025 holdings at record levels. Record Piles, Lighter Scoops: Cryptoquant Maps a Cooler 2025 The team’s latest report cites 840,000 bitcoin held by the firms under Cryptoquant’s review and the study’s methodology. Strategy controls more than 637,000 bitcoin, the biggest
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One popular Bitcoin OG has boldly asserted that prominent alternative cryptocurrencies are never going to surpass BTC.
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TL;DR Exchange balances fall from 27M ETH peak to negative, showing historic withdrawals and tightened liquid supply. Ethereum trades at $4,390, down 3% weekly, but outflows suggest long-term accumulation by holders. ETFs add demand alongside exchange withdrawals, with analysts projecting ETH could target $10,000 next cycle. Exchange Balances Turn Negative Ethereum’s exchange flux balance has slipped into negative territory for the first time on record, according to analyst Cas Abbé. The data shows that outflows from exchanges now exceed inflows, marking a shift in how ETH is being held. Abbé said, “This isn’t noise, it’s billions in ETH being pulled off exchanges.” Meanwhile, the move reflects shrinking liquid supply, as tokens are transferred into self-custody or cold storage. Abbé added, “ETH isn’t being positioned to sell, it’s being positioned to hold.” Balances on exchanges have been falling since late 2020. Even during sharp swings in price, the overall trend has pointed lower. The decline has accelerated over the last two years, dropping from more than 27 million ETH at peak to below zero this month. $ETH Exchange Balance Just Went Negative For the first time on record, Ethereum Exchange Flux Balance shows net outflows across all exchanges. This isn’t noise, it’s billions in ETH being pulled off exchanges. In simple terms, liquid supply is shrinking while price is… pic.twitter.com/6LlFWSOSZ7 — Cas Abbé (@cas_abbe) September 5, 2025 Abbé noted that previous market cycles show tops forming only after this trend reverses. Current conditions, by contrast, suggest accumulation. The steady outflow signals that holders are choosing to lock up assets rather than trade them. Ethereum Price Trends At the time of writing, Ethereum is trading at $4,390 with a 24-hour volume of $24 billion, based on CoinGecko data. The asset has remained steady on a daily scale but is down by 3% over the past week. While momentum has cooled in the short term, exchange withdrawals point to reduced selling pressure. Trader Merlijn described Ethereum’s pattern as one that repeats across cycles. “First, the shakeout. Then, the disbelief rally. Finally, the vertical blow-off,” he wrote. His chart places ETH in the disbelief rally, projecting a move above $10,000 if the cycle continues. ETF Growth Adds Demand Ethereum exchange-traded funds have also played a role in recent activity. Milk Road highlighted the strong inflows since July, saying , “The $ETH ETFs took their time getting started… but once momentum hit, they never looked back.” ETF participation, combined with shrinking exchange supply, has added to the demand side of the market. With more ETH moving off exchanges and institutional products growing, conditions point to a tightening supply environment. The post Ethereum Supply Crisis? Billions in ETH Exit Exchanges appeared first on CryptoPotato .
An established Hyperliquid stablecoin protocol has pushed back against the USDH proposal announcement, calling it "unfair."
Ethereum continues to trade sideways, with volatility subdued as price action remains compressed between major support and resistance zones. The market is approaching a sensitive juncture, where either a recovery could unfold or further weakness may develop. Technical Analysis By Shayan The Daily Chart On the daily timeframe, ETH remains within its long-standing ascending channel. After pulling back from the upper boundary near $4.9K, the price is now consolidating around the mid-range support. As long as Ethereum holds above the dotted trendline and the $4.2K–$4.3K support region, the broader bullish channel structure remains intact. Losing this area, however, would expose the $3.8K support zone, where deeper demand sits. On the upside, bulls must regain momentum and drive price back toward the channel’s upper boundary to reassert control and target fresh highs. The 4-Hour Chart The 4-hour chart makes the compression more evident. Following the sharp rejection near $4.9K, Ethereum has been trading within a descending channel (marked in yellow), while repeatedly finding demand around the $4.2K support block. The asset is currently testing the upper boundary of this descending channel. A confirmed breakout would likely open the path toward $4.6K–$4.7K, while another rejection would keep ETH locked in the short-term range, leaving the market vulnerable to a retest of lower supports around $3.8K. Onchain Analysis By Shayan The 2-week ETH/USDT liquidation heatmap highlights a market caught in compression, with dense liquidity clusters forming on both sides of the current price. This balanced yet fragile setup underscores the risk of a liquidity-driven breakout in either direction. On the upside, a significant band of short liquidations sits above $4,500, extending into the $4,500–$4,600 zone. A clean break through resistance here could ignite a wave of forced short covers, fueling a sharp rally higher. On the downside, equally heavy concentrations of long liquidations are visible around $4,200 and lower toward $4,000. A failure to hold the $4,200 base could trigger a cascade of liquidations, accelerating downside volatility into the next major support. Overall, ETH is consolidating inside a compressed range, with leveraged positions stacked at both extremes. The $4,200 and $4,500 levels now act as critical trigger zones, and whichever side breaks first is likely to dictate the next decisive move. Until then, traders should remain cautious, as the market remains vulnerable to liquidity hunts and false breakouts. The post Ethereum Price Analysis: Another Rejection Threatens ETH’s Bull Run appeared first on CryptoPotato .
Ripple’s native token remains under pressure, consolidating inside a descending structure after its last impulsive move higher. Both the daily and 4-hour charts highlight a decisive technical setup, where the market is compressing toward critical levels that will likely dictate the next major swing. Ripple Analysis By Shayan The Daily Chart On the daily timeframe, XRP is trading within a broad descending wedge pattern, defined by lower highs and higher lows, converging toward a decision zone. The price is currently hovering near the $2.8–2.9 range, just above the support cluster around $2.7, which coincides with the 100-day moving average. This zone acts as a decision point (DP) for bulls to defend. A break below could open the path toward deeper supports near $2.4, while holding and bouncing here could pave the way for a retest of the upper wedge resistance around $3.1–3.2. The 4-Hour Chart Zooming into the 4H chart, XRP shows a clear compression within the descending wedge. Price action is repeatedly testing the lower boundary while struggling to reclaim the mid-resistance around $3.0–3.1. This tight consolidation suggests weakening momentum, and the breakout direction from the wedge will be critical. A bullish breakout above $3.1 would likely trigger continuation toward $3.4, whereas sustained weakness could bring Ripplethe asset back to the $2.7 decision zone. The post Ripple Price Analysis: XRP’s Failure to Break Out of Consolidation Spells Trouble Ahead appeared first on CryptoPotato .