Bitcoin could decline to approximately $72,000 within one to two months if it fails to hold support above $100,000, according to CryptoQuant. The firm cites weakening demand following the October 10 mass liquidation event and bearish market conditions as primary risk factors. Julio Moreno, CryptoQuant's head of research, noted that failure to sustain the $100,000 level increases the likelihood of a move toward $72,000 in that timeframe.

Digital asset treasury companies are adopting buyback strategies to address widening net asset value discounts. ETHZilla sold $40 million in Ethereum to fund share repurchases, prompting industry debate. Venture capital investors view the approach as rational when discounts deepen substantially, though they caution against widespread asset liquidation trends.

Standard Chartered Bank projects the tokenized real-world asset market will grow from approximately $35 billion to $2 trillion by end-2028, a 5,600% increase. Geoffrey Kendrick, head of digital assets research at the bank, expects Ethereum to capture the majority of this activity due to its decade-long mainnet reliability without outages. The forecast excludes stablecoins and mirrors the bank's stablecoin market cap projection in scale and timeframe.