Key Reasons Monero Surge Continues Even as Bitcoin Bulls Take a Breather

By: cryptonews|2025/05/15 20:45:04
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Bitcoin's (BTC) rally has paused above $100K, slowing the recovery rallies in major altcoins. But one coin stands resilient: monero (XMR), the world's largest privacy-focused digital asset by market value. XMR has risen 4.6% this week to $347, with prices gaining 2% in the past 24 hours, according to CoinDesk data. The cryptocurrency has outshone every other top 100 token by market value in the past 24 hours. Bitcoin, the market leader, has dropped 1.6% in the past 24 hours, taking the weekly decline to 2%. Monero’s performance is even more impressive, considering its 110% recovery from the low of $165, hit during the early April sell-off when bitcoin dropped to $75,000. XMR's price charts had signaled the meteoric rise with a bullish golden cross a month ago. The rally can be attributed to several factors, including a favorable regulatory outlook, according to HTX. "In the U.S., the regulatory outlook has shifted as the FIT21 crypto legislation advances and the SEC shows increasing ambiguity in classifying certain tokens, easing market concerns over privacy coin regulation and prompting cautious capital inflows," analysts at HTX Research told CoinDesk. The impending Full-Chain Membership Proofs(FCMP++) upgrade, a new and more powerful privacy feature integration, due later this year, may also be galvanizing investor interest. "FCMP++ enhances Monero’s quantum resistance by providing forward secrecy, ensuring that a quantum adversary cannot break the privacy of past transactions even if they solve the ECDLP. By replacing ring signatures with full chain membership proofs, it eliminates vulnerabilities that quantum computers could exploit to deanonymize transactions," Monero society member @DatCryptoPiggie said on X. Here is an analogy to help one understand the above. Imagine having a personal diary with a lock, but there's a risk of someone developing a super-smart device to crack the lock. FCMP++ is likely an added layer of smart lock that will protect currency entries while ensuring that a potential entity managing to bypass the security tricks can't see past entries. HTX also pointed to rumors of major exchanges looking to list XMR as a source of bullish pressure for the cryptocurrency. "Rumors that major exchanges are considering relisting some privacy coins have further boosted sentiment," HTX analysts said. "Given their lower liquidity and concentrated holdings, privacy coins exhibit higher price elasticity than major cryptocurrencies, often resulting in more extreme price movements when capital enters the market." Lastly, some observers have suggested that the recent suspected BTC theft of $330 million may have been laundered through XMR, leading to a bullish price action. Read more: How $330M BTC Hacker May Have Doubled Down on Monero Derivatives

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On March 4, 2026, DDC Enterprise Limited (NYSE American: DDC) today announced preliminary, unaudited full-year financial performance for the year ended December 31, 2025. The company expects to achieve record revenue and record positive adjusted EBITDA, primarily driven by continued growth in its core consumer food business and overall margin improvement. The final audited financial report is expected to be released in mid-April 2026.


2025 Full-Year Financial Highlights


Revenue: Expected to be between $39 million and $41 million, reaching a new company high.


Organic Growth: Excluding the impact of the company's strategic contraction of its U.S. operations, core revenue is expected to grow 11% to 17% year over year.


Gross Profit Margin: Expected to be between 28% and 30%, reflecting continued operational efficiency improvements.


Adjusted EBITDA: The company expects to achieve a positive full-year result in 2025, a significant improvement from a $3.5 million loss in 2024, mainly due to rigorous cost controls and a higher-margin sales mix.


Core Consumer Food Business Performance


In 2025, DDC's core consumer food business maintained strong operational performance.


The company also disclosed Core Consumer Food Business Adjusted EBITDA, a metric that further excludes costs related to its Bitcoin reserve strategy and non-cash fair value adjustments related to its Bitcoin holdings from adjusted EBITDA to more accurately reflect the core business performance.


In 2025, Core Consumer Food Business Adjusted EBITDA is expected to be between $5.5 million and $6 million.


Bitcoin Reserve Update


In the first half of 2025, DDC initiated a long-term Bitcoin accumulation strategy, holding Bitcoin as its primary reserve asset.


As of December 31, 2025: The company holds 1,183 BTC.


As of February 28, 2026: Holdings increased to 2,118 BTC


Today's additional purchase of 65 BTC brings the company's total holdings to 2,183 BTC


DDC Founder, Chairman, and CEO Norma Chu stated, "We are proud to have closed 2025 with record revenue and positive adjusted EBITDA, demonstrating the steady growth of the company's consumer food business and the ongoing improvement in profitability. We are building a disciplined, growth-oriented food platform and strategically allocating capital to Bitcoin assets with a long-term view, aligning with our core beliefs. We believe that this dual-track model of 'Steady Consumer Business + Strategic Bitcoin Reserve' will help DDC create lasting long-term value for shareholders."


Adjusted EBITDA Definition
For the full year 2025, the company defines "Adjusted EBITDA" (a non-GAAP financial measure) as: Net income / (loss) excluding the following items:· Interest expense· Taxes· Foreign exchange gains/losses· Long-lived asset impairment· Depreciation and amortization· Non-cash fair value changes related to financial instruments (including Bitcoin holdings)· Stock-based compensation


About DDC Enterprise Limited


DDC Enterprise Limited (NYSE: DDC) is actively implementing its corporate Bitcoin Treasury strategy while continuing to strengthen its position as a leading global Asian food platform.


The company has established Bitcoin as a core reserve asset and is executing a prudent, long-oriented accumulation strategy. While expanding its portfolio of food brands, DDC is gradually becoming one of the public company pioneers in integrating Bitcoin into its corporate financial architecture.


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