The post Binance Research: BTC’s “Ninth” 50% Reset Is Typical as Market Rotates Toward Durability appeared on BitcoinEthereumNews.com.

Binance Research this week published a wide-ranging market note that frames the current crypto pullback as a familiar, if uncomfortable, phase in the broader evolution of the market. The report argues that the roughly 50% decline from October’s all-time highs sits squarely within historical patterns of large drawdowns that, over time, have preceded renewed momentum and fresh peaks for Bitcoin. Binance’s analysts even point to this as Bitcoin’s ninth such “50% reset,” a pattern they say has proved typical across prior cycles. At the heart of the research is a picture of capital rotating toward perceived durability. As Bitcoin consolidates, many altcoins have been left behind: oversupply from a frenzied 2025 token issuance cycle. The report notes roughly 11.6 million of the 20.2 million tokens launched last year are no longer actively traded, which has amplified downside for smaller projects and left many trading well below their initial valuations. That dynamic has concentrated attention and liquidity in the largest, most established digital assets as investors pare speculative exposures. Yet the note is quick to distinguish noise from structural progress. Despite the pullback and ETF-related headlines that suggested momentum had evaporated, spot Bitcoin ETF assets under management have held up far better than price alone would suggest. Binance’s team points out that ETF flows appear closer to strategic allocation than to fleeting momentum plays, with episodes of net inflows in recent days that imply sticky, rather than purely momentum-driven, demand. That, they argue, makes the ETF channel a durable source of bid in the medium term. Liquidity, meanwhile, has not fled the on-chain ecosystem. Stablecoin supply has stayed near cycle highs, the report cites levels around US$305 billion, indicating that dollar liquidity remains parked on-chain and ready to deploy when sentiment shifts. At the same time, real-world assets and tokenization are…

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Filed under: News - @ February 15, 2026 2:23 pm