Bitcoin Network Activity In Bear Market Zone—Warning Or Opportunity?

By: bitcoin ethereum news|2025/05/07 08:15:01
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On-chain data shows the Bitcoin network activity has recently declined into the bear market zone. Here’s what this could mean for the asset. CryptoQuant’s Bitcoin Network Activity Index Is Flashing A Bear Market Signal As pointed out by an analyst in a CryptoQuant Quicktake post, the Bitcoin Network Activity Index has recently been inside the bear phase. The “Network Activity Index” here refers to an indicator from CryptoQuant that essentially tracks the amount of activity that the BTC network is witnessing. The metric uses the data of different activity-related indicators like the transaction count and daily active addresses in order to determine the situation on the blockchain. Here is the chart shared by the quant that shows the trend in the index and its various moving averages (MAs) over the cryptocurrency’s history: As displayed in the above graph, the Bitcoin Network Activity Index reached a peak last year, but since December, the metric has been sharply moving down, implying the demand for using the network has been waning. Generally, a surge in user activity is what provides the fuel that any move in the asset’s price needs to be sustainable, so an increase in the Network Activity Index may be considered constructive, while a decrease a bad sign. Recently, the trend in the network activity has developed in such a manner that the index has entered into what’s considered as a “bear phase.” From the chart, it’s visible that this red signal has maintained even after the latest recovery rally. The signal has historically come alongside bear markets for Bitcoin (arriving before the price low is in), but there was one notable exception: the second half of the bull run in 2021. The Network Activity Index signaled a bear phase during this rally, which suggests that, from the perspective of chain usage, this run was always unlikely to last. This may be one of the reasons why the price couldn’t reach a much higher top than the May 2021 one during this bull run. Nonetheless, Bitcoin was still able to witness a notable period of bullish momentum back then despite the Network Activity Index signal. Thus, while the latest red signal from the metric can indicate the presence of a bear market, it could also just be a signal for a buying opportunity. In some other news, the combined market cap of the stablecoins has just reached a new all-time high (ATH), as the market intelligence platform IntoTheBlock has shared in an X post. The capital stored in the form of stablecoins may find its way into other cryptocurrencies like Bitcoin, so a rise in their market cap might be looked at as a bullish sign for the sector as a whole. BTC Price At the time of writing, Bitcoin is trading around $93,800, down around 1% in the last week. Source: https://www.newsbtc.com/bitcoin-news/bitcoin-activity-bear-warning-opportunity/

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On March 4, 2026, DDC Enterprise Limited (NYSE American: DDC) today announced preliminary, unaudited full-year financial performance for the year ended December 31, 2025. The company expects to achieve record revenue and record positive adjusted EBITDA, primarily driven by continued growth in its core consumer food business and overall margin improvement. The final audited financial report is expected to be released in mid-April 2026.


2025 Full-Year Financial Highlights


Revenue: Expected to be between $39 million and $41 million, reaching a new company high.


Organic Growth: Excluding the impact of the company's strategic contraction of its U.S. operations, core revenue is expected to grow 11% to 17% year over year.


Gross Profit Margin: Expected to be between 28% and 30%, reflecting continued operational efficiency improvements.


Adjusted EBITDA: The company expects to achieve a positive full-year result in 2025, a significant improvement from a $3.5 million loss in 2024, mainly due to rigorous cost controls and a higher-margin sales mix.


Core Consumer Food Business Performance


In 2025, DDC's core consumer food business maintained strong operational performance.


The company also disclosed Core Consumer Food Business Adjusted EBITDA, a metric that further excludes costs related to its Bitcoin reserve strategy and non-cash fair value adjustments related to its Bitcoin holdings from adjusted EBITDA to more accurately reflect the core business performance.


In 2025, Core Consumer Food Business Adjusted EBITDA is expected to be between $5.5 million and $6 million.


Bitcoin Reserve Update


In the first half of 2025, DDC initiated a long-term Bitcoin accumulation strategy, holding Bitcoin as its primary reserve asset.


As of December 31, 2025: The company holds 1,183 BTC.


As of February 28, 2026: Holdings increased to 2,118 BTC


Today's additional purchase of 65 BTC brings the company's total holdings to 2,183 BTC


DDC Founder, Chairman, and CEO Norma Chu stated, "We are proud to have closed 2025 with record revenue and positive adjusted EBITDA, demonstrating the steady growth of the company's consumer food business and the ongoing improvement in profitability. We are building a disciplined, growth-oriented food platform and strategically allocating capital to Bitcoin assets with a long-term view, aligning with our core beliefs. We believe that this dual-track model of 'Steady Consumer Business + Strategic Bitcoin Reserve' will help DDC create lasting long-term value for shareholders."


Adjusted EBITDA Definition
For the full year 2025, the company defines "Adjusted EBITDA" (a non-GAAP financial measure) as: Net income / (loss) excluding the following items:· Interest expense· Taxes· Foreign exchange gains/losses· Long-lived asset impairment· Depreciation and amortization· Non-cash fair value changes related to financial instruments (including Bitcoin holdings)· Stock-based compensation


About DDC Enterprise Limited


DDC Enterprise Limited (NYSE: DDC) is actively implementing its corporate Bitcoin Treasury strategy while continuing to strengthen its position as a leading global Asian food platform.


The company has established Bitcoin as a core reserve asset and is executing a prudent, long-oriented accumulation strategy. While expanding its portfolio of food brands, DDC is gradually becoming one of the public company pioneers in integrating Bitcoin into its corporate financial architecture.


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