Analysis of the Pros and Cons of the Cryptocurrency Market Amid Institutional Capital Inflows and Strengthened Regulations: Focus on BTC, ETH, XRP, SOL

Source: TokenPost Original Title: Clear Contrasts in Crypto Market Amid Institutional Inflows and Stricter Regulations…BTC, ETH, XRP, SOL in Focus Original Link: https://www.tokenpost.kr/news/cryptocurrency/312139 The cryptocurrency market is seeing diverging performances among assets as macroeconomic shifts, institutional capital inflows, and regulatory changes reshape the landscape. Bitcoin is fluctuating just above key support levels, while Ethereum’s network upgrade is impacting Layer 2 economics. XRP has confirmed sustained institutional demand through continued spot ETF inflows, and Solana is gaining significant attention following adoption by a major European bank.

The crypto market is moving with increased sophistication amid expectations of Fed rate cuts, expanding institutional investment, and evolving regulatory frameworks. Key assets—Bitcoin(BTC), Ethereum(ETH), Ripple(XRP), and Solana(SOL)—are showing distinct trends, but overall, they remain influenced by the broader macro environment and anticipation of mainstream integration.

Bitcoin: Holding Key Support Levels, Seeking Direction

Bitcoin is currently trading at 132.03 million KRW, continuing a slight downward trend. Technical indicators show the 80.3 million KRW support level remains valid, while 90.5 million KRW is seen as a key short-term consolidation zone. Market analysts predict that breaking above the 100 million KRW resistance could see prices rise as high as 108 million KRW, while a drop below support could see declines to 72 million KRW.

From a macroeconomic perspective, anticipated Fed rate cuts by year-end and the easing cycle expected in 2026 are seen as favorable for Bitcoin. The inverse correlation with bond yields is also becoming an important variable in shaping investment strategies.

Ethereum: Network Upgrade and Growing Corporate Demand

Ethereum is currently trading at 4.46 million KRW, and the recent ‘Fusaka(Fusaka)’ upgrade is expected to alter the economics of Layer 2 technology. This will increase operational costs for some L2 projects, requiring shifts in ecosystem investment strategies.

Major corporate Ethereum holdings are also in the spotlight. Sharplink Gaming holds approximately 80 billion KRW in Ethereum, highlighting a renewed view of Ethereum as an institutional investment asset. Ethereum continues to maintain a strong position in real-world applications such as DeFi, stablecoins, and tokenization.

XRP: Uptrend Supported by Consecutive ETF Inflows

XRP has seen spot ETF inflows for 15 consecutive days, reflecting growing institutional and retail demand. It is currently trading at 3,023 KRW, and technical analysis indicates a valid “supertrend” bullish setting. However, analysts warn that if the 2,600 KRW support level fails, the uptrend may weaken.

The CFTC has certified spot contracts based on XRP, increasing the likelihood of official launch of these derivatives on regulated U.S. exchanges in the future.

Solana: Rapid Rise Following Adoption by Major European Bank

Solana is attracting attention as it gets integrated into BPCE, France’s second-largest banking group’s crypto trading app for retail customers. Solana is being adopted alongside Bitcoin, Ethereum, and USDC as a launch asset, and is expected to see expanded real-world use with a potential reach of about 35 million customers.

Strategic Approach Needed Amid Regulatory and Market Structure Changes

The market is shifting away from simple price-tracking to a greater focus on real-world utility, mainstream integration, and institutional demand. U.S. regulators’ recent certifications of new derivatives contracts and exchanges suggest institutional crypto trading infrastructure could see further growth.

Market participants are closely watching the passage of crypto-related bills in the U.S. Congress, particularly those setting standards for stablecoins and token classification, as they formulate mid- to long-term strategies.