Faduwar kadarorin da ke fuskantar barazanar tsaro a duniya ta bazu, inda Bitcoin ya fadi da kashi 12% jiya zuwa kusan dala 60,000, raguwar sama da kashi 48% daga mafi girman darajarsa ta dala 126,000 a ranar 6 ga Oktoba, 2025, da kuma wani sabon koma-baya cikin watanni 16. Wasu kafofin watsa labaran kudi na Amurka sun kira shi mafi muni ga cryptocurrencies tun bayan faduwar shekarar 2022, suna masu cewa kasuwar cryptocurrency na fuskantar matsalar kwarin gwiwa.
Bugu da ƙari, sassa takwas, ciki har da Bankin Jama'ar China, sun fitar da wata takarda a jiya wadda ke bayyana cewa ayyukan kasuwanci da suka shafi kuɗin kama-da-wane ayyukan kuɗi ne da ba bisa ƙa'ida ba kuma an haramta su sosai a cikin China. Ba tare da izinin sassan da suka dace ba bisa ga dokoki da ƙa'idoji, babu wata ƙungiya ko mutum ɗaya, ko ta cikin gida ko ta waje, da za ta iya fitar da tsabar kuɗi masu ƙarfi da aka haɗa da RMB a ƙasashen waje, kuma hukumomin cikin gida da hukumomin da ke ƙarƙashinsu a ƙasashen waje an hana su fitar da kuɗaɗen kama-da-wane a ƙasashen waje.
An kashe mutane sama da 570,000, wanda hakan ya share duk ribar da Trump ya samu.
A cewar bayanan Coinglass, farashin Bitcoin ya tashi tsakanin $75,000 zuwa $80,000 a ƙarshen Janairu 2026. A watan Fabrairu, farashin ya fuskanci raguwa sosai na tsawon kwanaki da dama a jere. Daga ranar 3 ga Fabrairu zuwa 4, farashin ya faɗi daga kusan $79,000 zuwa kusan $75,000. 5 ga Fabrairu ya zama wani lokaci mai ban mamaki, inda farashin ya faɗi ƙasa da matakin tallafi na $70,000 da safe, sannan aka biyo baya da sauri.
Babban canjin farashi ya kuma haifar da karuwar kudaden shiga, inda aka tilasta wa kudaden da aka zuba ta hanyar kwangiloli na gaba ko na dindindin su daina aiki lokacin da rabon riba ya faɗi ƙasa da buƙatun musayar. Bayanan Coinglass sun nuna cewa daga ranar 5 ga Fabrairu zuwa 6 ga Fabrairu, kudaden shiga da suka shafi dogon matsayi na Bitcoin sun kai dala biliyan 1.096, yayin da gajerun matsayi suka sami kusan dala miliyan 248, wanda ya haifar da sokewa ga 'yan kasuwa sama da 570,000.
Masu sharhi kan kasuwa sun yi imanin cewa wannan zagayen sayar da Bitcoin ya samo asali ne daga haɗuwar abubuwa da dama: tilasta rage darajar ma'amaloli, ƙaruwar canjin kadarorin da ke da aminci kamar zinare, gyara gabaɗaya a hannun jarin fasaha, da kuma samun riba daga masu zuba jari bayan sun fahimci fa'idodin manufofin Trump na tallata crypto. A halin yanzu, Bitcoin yanzu ta goge duk ribar da aka samu tun bayan nasarar Trump a zaɓen 2024.
A cewar wani abokin hulɗa na gudanarwa a Monarq Asset Management, Bitcoin a halin yanzu yana ta shawagi a kusa da matakin farashinsa na Oktoba 2024. Jimillar jarin kasuwarsa ma ya ragu sosai, inda ya faɗi daga kololuwar dala tiriliyan 2.48 zuwa dala tiriliyan 1.27.
SynFutures, wani dandali na ciniki, ya nuna cewa yawan kudaden da aka kashe yana nuna sauyin ra'ayin kasuwa zuwa ga kin amincewa da haɗari, inda a halin yanzu ake samun karuwar farashin da ya fi karkata ga hanyoyin lissafin kuɗi fiye da dabarun labarai.
Bitcoin na iya shiga cikin koma baya
Wasu masu sha'awar cryptocurrency sun yi imanin cewa matakin farashin dala 60,000 yana da muhimmiyar ma'ana ta siyasa da tunani. Wannan matakin yana wakiltar farashin da Bitcoin ke ciniki da shi kafin zaben Amurka, wanda hakan ya nuna farkon gangamin cryptocurrency da nasarar Trump ta haifar. Masu sharhi kan harkokin kudi na Citigroup sun nuna cewa masu goyon bayan cryptocurrency suna da himma wajen bayar da gudummawa ga zaben Amurka, kuma gwamnatin da ke kan mulki ta yi alkawarin karfafa shugabancin Amurka a fannin kadarorin dijital kuma ta kafa wani muhimmin wurin ajiyar Bitcoin.
Kamfanin da ke da kasuwar Cryptocurrency Efficient Frontier ya bayyana cewa yanayin kasuwar cryptocurrency a halin yanzu yana cikin wani yanayi na firgici. Idan Bitcoin ta kasa riƙe dala 72,000, akwai yiwuwar ta faɗi zuwa dala 68,000, kuma tana iya komawa ga ƙarancin da aka cimma bayan sake farfaɗowar farko a farkon 2024.
Kamfanin kadarorin dijital FG Nexus ya shaida wa CNBC cewa kasuwar hada-hadar kuɗi ta kai tsaye da mutane da yawa ke tsammani ba ta tabbata ba. Bitcoin ba ta dogara ne akan ciniki na hasashe ba; labarin ya rasa wasu daga cikin labaransa, kuma yanzu ya dogara ne kawai akan ruwa da kwararar jari.
Duk da haka, wasu masu sharhi suna ganin babu buƙatar damuwa sosai game da raguwar kadarorin da ke da haɗari a duniya wanda ke haifar da lalacewar tattalin arziki na gaske. Jimillar jarin kasuwa na cryptocurrencies ya kai kusan dala tiriliyan 2. Ko da farashin ya ragu, ya kuma share kusan dala tiriliyan 1, rabon kasuwar kadarorin duniya gaba ɗaya ya kasance yana da iyaka, kuma da wuya ya haifar da manyan haɗarin tsarin a ƙarƙashin yanayin ƙa'ida na yanzu. Idan aka duba gaba, masu sharhi suna da damuwa game da Bitcoin saboda yayin da kasuwa ke ta raguwar darajar dala da raguwar darajar dala tsawon watanni shida da suka gabata, Bitcoin bai yi aiki kamar yadda aka zata ba a matsayin shinge ko ajiyar ƙima a wannan lokacin.
Siginar shaho ta Warsh tana ƙara matsin lamba ga siyarwa.
Ba kamar kasuwar hannayen jari ba, Bitcoin da sauran cryptocurrencies sun shafe watanni suna raguwa. Canjin da ake samu a asusun musayar Bitcoin da aka jera a Amurka (ETFs) yana nuna babban koma baya a buƙatun cibiyoyi.
A cewar bayanai da Bloomberg ta tattara, bayan samun kimanin dala miliyan 562 a ranar Litinin, sama da dala miliyan 800 sun fito daga irin waɗannan ETFs a cikin kwanaki biyu masu zuwa na ciniki. Wani rahoto na baya-bayan nan daga CryptoQuant ya nuna cewa wani ETF na Amurka wanda ya sayi Bitcoins 46,000 a daidai wannan lokacin a bara ya zama mai siyar da hannun jari a shekarar 2026.
Zuwa yanzu a wannan makon, rushewar matsayi na dogon lokaci da gajeru na cryptocurrency ya wuce dala biliyan 2. Wasu masu sharhi sun ce wannan ba yana nufin ƙarshen shiga cikin hukumomi ba ne, amma yana nuna ƙarshen rashin gamsuwa.
Kamfanin baitulmalin Bitcoin Strategy ya yi asarar daruruwan biliyoyin kuɗi kwata-kwata.
Kamfanin baitulmalin Bitcoin Strategy kwanan nan ya fitar da rahotonsa na kuɗi na kwata na huɗu na 2025, inda ya yi asarar kusan dala biliyan 12.4 (kimanin dala biliyan 96.7 na HK), galibi saboda raguwar farashin Bitcoin daga mafi girman darajarsa a ƙarshen 2025. A cikin watanni shida da suka gabata, farashin hannun jari na Strategy shi ma ya faɗi da fiye da faɗuwar kusan kashi 44% na farashin Bitcoin a cikin wannan lokacin. Tsarin tara Bitcoin na Strategy yana fuskantar ƙalubale masu tsanani, kuma kamfanin ya lura da manyan asara a hannun jarinsa.
Strategy, babbar mai riƙe da Bitcoin a duniya, ta fara dabarun Bitcoin Treasury a shekarar 2020 ta hannun wanda ya kafa tare kuma shugaban zartarwa Cyril. Kamfanin yana ɗaukar Bitcoin a matsayin jarin da ke hana raguwar darajar kuɗi na fiat kuma yana aiki a matsayin ajiyar ƙima na dogon lokaci. Yana ci gaba da siyan Bitcoin ta hanyar kayan aikin kuɗi kamar bayar da hannun jari, takardun kuɗi masu canzawa, da hannun jari da aka fi so, canza kuɗi zuwa ajiyar Bitcoin da amfani da ƙaruwar darajar Bitcoin a kowace hannun jari don haɓaka haɓakar ƙimar kamfani. (Mai rahoto Guo Zhiwen)
Babban Jadawali: Farashin Bitcoin ya faɗi ƙasa kwanan nan, inda ya faɗi da sama da kashi 50% daga mafi girman da ya faru a bara.
