Market Wrap: Bitcoin Hits $40K Again While Ether Volume Is Erupting This Year

After closing out last week at over $40,000 on Sunday, bitcoin hit that price again Thursday while traders are pushing ether volumes to new liquidity levels.

  • Bitcoin (BTC) trading around $39,318 as of 21:00 UTC (4 p.m. ET). Gaining 8.5% over the previous 24 hours.
  • Bitcoin’s 24-hour range: $36,125-$40,066  (CoinDesk 20)
  • BTC above the 10-hour and 50-hour moving averages on the hourly chart, a bullish signal for market technicians.

Bitcoin trading on Bitstamp since Jan. 11.
Source: TradingView

Bitcoin’s price was back to bull mode Thursday, steadily climbing to as high as $40,066, according to CoinDesk 20 data. It’s a reversal from this week’s bearish-to-sideways action, with the world’s oldest cryptocurrency at $39,318 as of press time.

Read More: Bitcoin Bounces, Options Market Sees 20% Chance of $50K at Month’s End

“Bitcoin passing $40,000 was seen by many as inevitable, and reaching this level is just the continuation of a trend of smart money continuing to buy even as traders with less conviction shake out during sell-offs,� Guy Hirsch, managing director for U.S. at multi-asset brokerage eToro, told CoinDesk. The last time bitcoin was over $40,000 in the spot markets was Sunday, Jan. 10, prior to a precipitous fall opening the week.

Bitcoin’s historical price the past week.
Source: CoinDesk 20

“Institutions are still buying up BTC in huge quantities,� said cryptocurrency over-the-counter trader Alessandro Andreotti. “I think this rally can continue as before, but it’s too early to call.�

In the derivatives market, funding rates are still in positive territory, signalling that leveraged traders are more than willing to pay up to pile more margin on long plays, according to data aggregator Skew.

BTC swaps funding on major derivatives venues.
Source: Skew

“High volatility is having little impact on risk appetite,� noted Denis Vinokourov, head of research at crypto brokerage Bequant. “Recent success in these opportunistic and somewhat ambitious market bets is also likely driving herd-like behavior.� 

Indeed, volatility is high in the bitcoin market: The cryptocurrency’s 30-day realized volatility was at over 89% Wednesday, the highest it has been since April 17, 2020, when that metric was at 92% in the early days of coronavirus-induced turmoil across all markets.

Bitcoin’s 30-day volatility the past year.
(Shuai Hao/CoinDesk Research)
Source: CoinDesk Research

Analysts don’t expect volatility in the cryptocurrency market to abate, which can actually be good for traders but can be horrendous for long-term investor balance sheets, particularly institutional funds with limited partners to whom they must answer. 

“People need to understand that bitcoin is a hyper-asset with a built-in steam engine that is explosive up and down,� noted over-the-counter crypto trader Henrik Kugelberg. “With all the money printing and the sad developing spread of COVID-19 throughout the world, widespread agonizing economic hardship and a few more factors spell advantage to bitcoin.�

Chad Steinglass, head of trading for digital assets capital markets firm CrossTower, agrees gyrations in crypto will continue. “I believe that the trend of bull runs briefly interrupted by short duration profit taking dips will continue for the foreseeable future.�

Ether volume bonanza so far in 2021

Ether (ETH), the second-largest cryptocurrency by market capitalization, was up Thursday, trading around $1,210 and climbing 8.5% in 24 hours as of 21:00 UTC (4:00 p.m. ET).

In 2020, ether volumes on the eight major CoinDesk 20 spot exchanges averaged $231 million per day. In 2021 so far, those volumes are up almost twelvefold, averaging $2.7 billion per day.

Ether volumes on major spot exchanges the past year.
(Shuai Hao/CoinDesk Research)
Source: CryptoCompare

Brian Mosoff, chief executive officer of investment firm Ether Capital, noted decentralized finance, or DeFi, as a spark leading to volumes beginning to rise in 2020. For 2021, Mosoff cites the ongoing bull run and new derivatives tools coming online for traders. 

Read More: Paxos Makes Fresh Push for DeFi Market With New Oracle Integration

“Although 2020 ended in a bull market, the first half of the year saw the ETH prices average just a couple hundred dollars and a lack of positive sentiment due to the prolonged bear market and then COVID-19,�  Mosoff said. �Adding fuel to the fire, 2021 has kicked off with the continuation of the crypto bull and the pending launch of the CME futures and institutions waking up to the narrative around Ethereum’s value proposition.�

Other markets

Digital assets on the CoinDesk 20 are mixed Thursday, mostly in the green. Notable winners as of 21:00 UTC (4:00 p.m. ET):

Read More: Sci-Hub Leaves Handshake Blockchain After 2 Days, Citing Centralization 

  • Oil was up 1.4%. Price per barrel of West Texas Intermediate crude: $53.59.
  • Gold was in the green 0.12% and at $1,847 as of press time.
  • The 10-year U.S. Treasury bond yield climbed Thursday jumping to 1.126 and in the green 3.6%.

The CoinDesk 20: The Assets That Matter Most to the Market

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