Bitcoin Latest Updates: Macroeconomic Factors and Earnings Challenges Drive 44% DeFi Downturn

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Bitcoin Latest Updates: Macroeconomic Factors and Earnings Challenges Drive 44% DeFi Downturn

Bitget-RWA2025/11/22 08:30

By:Bitget-RWA

- Market analysts predict a 44% correction in DeFi and crypto sectors due to macroeconomic risks, Fed policy uncertainty, and weak corporate earnings. - HIVE Digital faces scrutiny over Bitcoin holdings reduction and shareholder dilution, while Hyster-Yale reports Q3 losses amid industry margin pressures. - Data center infrastructure emerges as a growth outlier with $11.1B backlog and $320B 2030 market projection, though labor shortages and permitting delays persist. - Goldman Sachs adjusts energy sector o

Both the cryptocurrency and DeFi markets are experiencing a notable downturn, as experts predict a potential 44% drop for major assets. This pessimistic forecast is attributed to ongoing macroeconomic challenges and disappointing corporate earnings. The negative sentiment aligns with a pivotal week filled with economic reports and central bank decisions, such as U.S. inflation data and updates from the Federal Reserve, which could

further increase market turbulence

Wider market weakness is intensifying the bearish mood, with companies like

Coinbase Global

(COIN) and

HIVE Digital

Technologies (HIVE) facing mounting challenges.

HIVE

, a

Bitcoin

mining company, has come under fire for its financial management, despite rapid revenue gains. Although the firm

cut its Bitcoin reserves from 2,800 to 210 BTC

so far this year, it has funded its operations by diluting shareholder value, issuing 3.6 million new shares in the previous quarter. Analysts point out that while HIVE is valued attractively compared to its competitors, the risk of further dilution remains a concern for those investing long-term.

Bitcoin Latest Updates: Macroeconomic Factors and Earnings Challenges Drive 44% DeFi Downturn image 0

Industrial companies are also adding to the negative outlook. Hyster-Yale Inc. (HY), which manufactures material handling equipment,

posted a third-quarter loss and saw its revenue fall

, failing to meet earnings per share expectations even though its revenue surpassed forecasts. The company’s difficulties highlight persistent issues in capital-heavy sectors, including squeezed profit margins and ongoing supply chain disruptions. At the same time,

Goldman Sachs updated its perspective

on energy stocks, moving Helmerich & Payne (HP) to a Neutral rating and downgrading Atlas Energy Solutions (AESI) to Sell, citing differing macroeconomic trends.

Despite the broader slump, the data center infrastructure industry remains a rare area of optimism.

Primoris Services increased its 2025 outlook

after securing a backlog worth $11.1 billion, fueled by rising needs for grid upgrades and data center growth. The sector’s expansion is highlighted by a projected market value of $115.94 billion in 2025,

expected to climb to $320.89 billion by 2030

as demand from AI applications grows. Nevertheless, obstacles like workforce shortages and delays in obtaining permits could limit the pace of capacity growth.

The bearish projections for DeFi and the wider markets are closely tied to the interaction between macroeconomic uncertainties and company earnings. With the Federal Reserve’s policy direction still uncertain and new inflation data on the horizon, traders are preparing for increased market swings. For DeFi companies, tighter regulations and ongoing market corrections could intensify downward trends, especially if liquidity becomes even more constrained.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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Bitget-RWA•2025/11/22 09:46

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Bitget-RWA•2025/11/22 09:46