Bitcoin doesn’t need to wait for a pullback in gold and silver to continue its upward trajectory, according to analysts. “Surprisingly unpopular opinion,” Glassnode lead analyst James Check said after making the statement in an X post on Friday, adding that Bitcoiners who think otherwise “don’t understand any of these assets.” Echoing a similar sentiment,…
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Bitcoin may post steady returns over the next ten years, but exceptionally large year-on-year gains are unlikely, according to Bitwise chief investment officer Matt Hougan. “I think we’re in a 10-year grind upward of strong returns. It’s not spectacular returns, [but] strong returns, lower volatility, some up and down,” Hougan said on CNBC on Friday.…
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Wyoming Senator Cynthia Lummis, a pro-crypto United States lawmaker, said the recent proposal from Federal Reserve Governor Christopher Waller to give crypto companies access to “skinny” master accounts would end debanking under Operation Chokepoint 2.0. Waller proposed the idea at the Payments Innovation Conference in October, allowing crypto and fintech startups, including payment-only banks, access…
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Coinbase CEO Brian Armstrong said any attempt to reopen the GENIUS Act would cross a “red line,” accusing banks of using political pressure to block competition from stablecoins and fintech platforms. In a Sunday post on X, Armstrong said he was “impressed” banks could lobby Congress so openly without backlash, adding that Coinbase would continue…
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Bitcoin (BTC) bulls worry that institutional interest is weakening amid softer demand for BTC futures. However, other metrics suggest that the BTC price could avoid falling below $85,000. Key takeaways: BTC futures open interest fell to $42B, an eighth-month low, signalling a leverage flush rather than bearish bets. Bitcoin options pricing suggests stabilizing sentiment. BTC…
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JPMorgan Chase has reportedly frozen bank accounts linked to two venture-backed stablecoin startups after identifying exposure to sanctioned and high-risk jurisdictions. The accounts belonged to BlindPay and Kontigo, two stablecoin startups backed by Y Combinator that primarily operate across Latin America, according to a report by The Information. Both companies accessed JPMorgan’s banking services through…
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Bitcoin could be entering a bull run lasting into 2035, following what may have been a bear market over the past 12 months, according to Jan3 founder Samson Mow. However, other analysts have argued that Bitcoin’s (BTC) all-time high of $125,100 in October marked the cycle high and 2026 could be the start of a…
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Bitcoin’s 2024–2025 price action highlighted a disconnect between improving high-timeframe onchain structure and restrictive macroeconomic conditions. While crypto-native liquidity and supply dynamics strengthened during Bitcoin’s (BTC) 2024 rally, external variables, like elevated real yields and Federal Reserve balance sheet contraction, imposed valuation limits as the cycle progressed. Key takeaways Bitcoin rallied from $42,000 to above…
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Crypto exchange-traded funds (ETFs) are set to explode in 2026, with over 100 new ETF filings expected and billions of dollars in net inflows pouring into the investment vehicles, according to analysts. Senior Bloomberg ETF analyst Eric Balchunas forecast a base case of $15 billion in capital flows in 2026 and as much as $40…
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As Bitcoin (BTC) continues to underperform gold and major equity indices, investors are increasingly questioning whether this cycle is unfolding differently than expected. In a new interview with analyst Benjamin Cowen, we dig into why Bitcoin is lagging traditional markets, and why the current setup may feel strikingly similar to 2019. Cowen points out that…
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