Bitcoin today: falls to $80,344 and the market cools the rebound

The crypto market reaches Sunday with less risk appetite: bitcoin today

Bitcoin is trading lower today and, to me, the relevant data point is not just the pullback but its context: it is quoted at $80,344.00 at 12:29 (5:29 in Mexico City), down 0.20% in 24 hours. The market is losing some momentum after a weak week, with monetary policy once again too close to ignore.

Quotes at 12:29 (Madrid time) on October 25, 2026.

Bitcoin: gives up ground and remains trapped near intraday lows

Bitcoin’s price remains below Saturday’s close and stands at $80,302.70 at 12:29 (5:29 in Mexico City) on Yahoo Finance, down 0.60% on the day. The session range runs from $80,920.16 to $80,007.93. Over five sessions it is down 3.18%, and over the last month it has lost 4.44%.

That detail matters because the market is not rewarding risk even on the weekend, when a spark of liquidity is often enough to exaggerate moves. Bitcoin is holding up better than many altcoins, but it is not showing clean strength either. Until it recovers the intraday high zone, the immediate bias remains one of containment. In addition, crypto assets are highly volatile and can lose a large part of their value.

Ethereum: falls more than bitcoin and confirms relative weakness

Ethereum is trading at $2,329.66 at 12:29 (5:29 in Mexico City), down 1.43% in 24 hours on CoinGecko. On Yahoo Finance, it is listed at $2,328.61, 1.16% below the previous close. Over the last month, it is down 13.45%.

What it means. When ethereum falls more than bitcoin, I usually read that as a sign of lower risk tolerance within the crypto market itself. It does not always foreshadow a deeper selloff, but it often reflects that liquidity is becoming more selective. To me, that is today’s message: money is not only leaving the extremes, it is also reducing exposure in the sector’s second-largest asset. If this pattern continues as the week begins, the market will arrive more fragile at the ECB meetings on 10/28 and 10/29 and the Fed meeting on 10/27 and 10/28.

Solana: the punishment for altcoins continues

Solana is down to $100.77 on CoinGecko, a 0.57% decline in 24 hours. On Yahoo Finance it is down 1.55% to $100.69, after moving between $102.57 and $100.37. Over one month, the loss reaches 17.47%.

What it means. Solana remains a good gauge of speculative appetite. When it lags behind bitcoin and fails to rebound decisively, the market is usually pricing in less willingness to pay high multiples for future growth. There is no need to dramatize it: the adjustment may simply be a digestion of prior excess. But to me it says that fast money is not coming in with conviction. If the pressure continues, the focus will shift from the narrative to the actual liquidity level available to support demanding valuations.

XRP and BNB: the exception exists, but it does not change the overall tone

XRP is up 1.10% in 24 hours on CoinGecko and stands at $1.2900, while BNB is up 1.27% to $740.65. On Yahoo Finance, BNB is also in positive territory, up 0.29%, while XRP is almost flat on the day.

What it means. The fact that two names are holding up better does not mean the market is strong; rather, it means the weakness is not completely uniform. That reduces the risk of indiscriminate liquidation, but it is not enough to call it a turn. For the tone to genuinely change, I would prefer to see bitcoin stabilize and ethereum stop losing relative traction. For now, XRP and BNB are a reminder that there is still internal rotation, not proof that broad risk appetite has returned.

Macro calendar: the week starts with central banks too close for comfort

Monday’s 10/26 calendar includes Germany’s ifo business climate reading at 10:00 (3:00 in Mexico City), with a forecast of 90.0 versus 89.9 previously. More important than that isolated figure is the central bank calendar: the Fed communicates on 10/28 at 19:00 (12:00 in Mexico City) and the ECB on 10/29 at 14:15 (7:15 in Mexico City).

What it means. The crypto market depends on liquidity more than it sometimes admits. If the cost of money stays high for longer, assets without visible cash flow feel it first and more sharply. That is why I do not think it is minor that bitcoin is arriving weak into a week with the Fed and the ECB front and center. Rates do not need to go up for prices to tighten; a less accommodating message about inflation, credit, or financial conditions is enough. In that environment, any rebound would have to prove much more than what we have seen today.

My take

I do not see a capitulation signal, but I also do not see a floor worthy of too much drama. What has changed versus previous days is the breadth of the weakness: bitcoin is down only modestly, yes, but ethereum, solana, cardano, and dogecoin are more heavily punished. That usually happens when liquidity contracts and the market accepts that easy money is in no hurry to return.

My bias would remain cautious as long as bitcoin does not clearly recover today’s intraday high of $80,920.16, and while ethereum continues to lose relative strength. The data point that could truly move the board arrives this week with the Fed on 10/28 at 19:00 (12:00 in Mexico City) and the ECB on 10/29 at 14:15 (7:15 in Mexico City). If both insist on keeping rates high for longer, the risk for crypto is pretty straightforward: less liquidity, more demanding conditions, and valuations with less room for enthusiasm.

For further reading

• My previous analysis: Bitcoin today: falls to $80,514 and loses $81,000
• How to know your risk profile — before trading any asset

This article is general financial information and does not constitute an investment recommendation. Investing involves a risk of loss of capital. Crypto assets are highly volatile and are not covered by deposit guarantee schemes or investor compensation schemes.