Coinbase Institutional's latest monthly outlook report indicates that the crypto market has significantly cleared leverage following the large-scale liquidation on October 10, suggesting a short-term bottom may have formed. The report describes this deleveraging as a "healthy reset," leading to a more robust market structure. It anticipates a "bottoming and upward" phase in the coming months, rather than a cycle peak.
The report forecasts Bitcoin's price range between $90,000 and $160,000 over the next 3-6 months, with an upward bias. Factors such as potential Federal Reserve rate cuts, liquidity easing, and new regulatory policies like the GENIUS and CLARITY acts are expected to provide mid-term tailwinds, possibly extending the current cycle into 2026. "Smart money" is selectively increasing positions, focusing on the EVM ecosystem, yield protocols, and RWA sectors.
Coinbase Institutional Predicts Crypto Market Recovery Post-Leverage Clearance
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