Bitcoin

Bitcoin demand outpaces issuance by 6x – Is this a scarcity-driven expansion?

Institutional demand for Bitcoin is significantly outpacing new supply, with purchases in 2026 exceeding issuance by six times. This shift began in 2024, driven by ETF adoption, post-halving scarcity, and long-term institutional allocation. Such demand-supply imbalances have historically preceded major price expansions. Meanwhile, global M2 money supply growth is accelerating due to central bank policies and fiscal deficits, historically correlating with Bitcoin bull cycles. Sustained liquidity and ETF inflows are supporting Bitcoin's price near $96,000, reducing volatility and absorbing sell pressure. However, any reversal in money supply growth or institutional flows could weaken momentum. The market is structurally tighter, with institutional accumulation playing a critical role in price stability and future gains.

ambcrypto01/17 02:02

Bitcoin Smart Money Buys, While Retail Dumps: Why The Latest Rally Looks Well-Founded

Bitcoin's recent price bounce above $95,000 is considered well-founded, driven by a clear split between investor groups. While retail traders (shrimp wallets) have been selling, reducing their holdings by 30%, large investors (whales and sharks) have been accumulating significantly, adding over 32,693 BTC to their holdings. This shift from weak to strong hands reduces selling pressure and strengthens the rally's foundation. Additionally, ongoing bearish sentiment and FUD on social media, contrary to typical retail behavior, may actually propel Bitcoin higher, potentially toward the $100,000 mark, as markets often move opposite to crowd sentiment.

bitcoinist01/17 02:01

Prominent Strategist 'Abandons' Bitcoin, Citing 'Fears of Quantum Computing's Imminent Realization'

Christopher Wood, Global Head of Equity Strategy at Jefferies, has completely removed Bitcoin from his investment portfolio due to concerns that rapid advancements in quantum computing could undermine the cryptocurrency's security. In a column published on January 16, Wood argued that progress in quantum computing threatens Bitcoin’s role as a "reliable store of value," particularly for long-term investors like pension funds. He liquidated the 10% Bitcoin allocation in his portfolio model, reallocating the funds into 5% physical gold and 5% gold mining stocks. Wood explained that his decision was driven by fears that quantum computing could break Bitcoin’s encryption algorithms, potentially within a few years rather than decades. Such technology could reverse-engineer private keys used to authorize transactions, fundamentally damaging Bitcoin’s value proposition as a digital alternative to gold. A former early institutional supporter of Bitcoin, Wood had initially added it to his portfolio in December 2020 amid pandemic-era stimulus measures and concerns over dollar devaluation, later increasing the allocation to 10% in 2021. He now believes that the long-term risks posed by quantum computing are beneficial for gold, which he describes as a historically proven hedge in an increasingly uncertain geopolitical environment.

华尔街日报01/17 01:54

Bitcoin ETFs rebound to end week with $1.8bn inflows as BTC steadies near $95,000

Bitcoin ETFs rebounded strongly with $1.81 billion in net inflows, reversing the previous week's outflows of $681 million. Total net assets now stand at approximately $125.2 billion. This recovery, spread across multiple issuers, indicates renewed institutional interest and suggests market participants view recent price dips as buying opportunities. Bitcoin’s stabilized around $94,800 after a volatile week, holding above the key $92,000–$94,000 support zone. While still below recent highs above $120,000, the combination of ETF inflows and price consolidation points to a market that is stabilizing rather than declining.

ambcrypto01/16 20:38

Bitcoin sees $1.68B in weekly buys – Is BTC supply drying up?

Weekly Bitcoin demand surged with $1.68 billion in spot ETF inflows and significant institutional accumulation, tightening available supply. BTC held above key support near $94,000, with improving momentum and positive funding rates reflecting renewed confidence. The MVRV ratio indicated solid profitability without extreme greed, while top trader positioning leaned long without crowding. Market structure suggests a transition from consolidation to potential upward expansion, supported by disciplined leverage and sustained institutional demand.

ambcrypto01/16 18:03

Bitcoin Needs Expanding Dollar Liquidity To Regain Momentum: Hayes

BitMEX co-founder Arthur Hayes argues that Bitcoin's ability to reach new all-time highs depends on expanding US dollar liquidity in 2026. He identifies potential triggers, including Federal Reserve balance sheet expansion, lower mortgage rates, and increased bank lending to government-backed sectors. Hayes links 2025's crypto underperformance to capital flows narrative rather than a loss of crypto's value proposition, noting tech stocks outperformed due to state-directed investment in AI and military production. Recent cooler inflation data boosted crypto, illustrating how monetary conditions impact risk assets. Hayes frames Bitcoin as a hedge against fiat debasement, but emphasizes that its bullish outlook remains contingent on loose monetary policy and increased dollar liquidity.

bitcoinist01/16 10:02

Analyzing Iran’s crypto volumes in the face of recent geopolitical tensions

Amidst Iran's escalating geopolitical tensions and civil unrest, cryptocurrency activity has surged to a record $7.78 billion in 2025, as citizens turn to Bitcoin to hedge against the collapse of the Iranian rial. According to Chainalysis, large withdrawals of BTC to personal wallets increased significantly during protests, highlighting Bitcoin's role as a censorship-resistant asset for wealth preservation. While Iranians use crypto to escape economic crisis, the regime also leverages it, with the IRGC accounting for over 50% of crypto received. This dual dynamic underscores crypto's critical function in restricted economies.

ambcrypto01/16 10:02

Will Trump Take Military Action Against Iran? How Will This Affect Bitcoin?

In mid-January 2026, escalating U.S.-Iran tensions—marked by the precautionary withdrawal of U.S. personnel from key Middle Eastern bases like Al Udeid in Qatar—triggered significant movements in financial markets. Gold and silver reached record highs as investors sought traditional safe-haven assets amid geopolitical uncertainty. Bitcoin, often misclassified as purely risk-on or risk-off, surged to nearly $97,700, reflecting its role as a macro hedge asset sensitive to liquidity conditions. The market’s focus is not solely on whether the U.S. will initiate military action but on the potential scale of escalation and its impact on oil prices, dollar strength, and global liquidity. A limited conflict may be quickly absorbed by markets, especially amid expectations of loose monetary policy, but broader regional disruption could tighten liquidity and pressure risk assets, including cryptocurrencies. The key signal for a shift from risk-pricing to crisis mode will be consistent, cross-agency military preparedness rather than isolated defensive moves. Bitcoin’s near-term trajectory will depend on whether the situation fuels dollar strength and energy shocks (bearish) or reinforces its hedging appeal alongside gold (bullish).

marsbit01/16 08:52

US Institutions Resume Bitcoin Buying As Coinbase Premium Flips Green

US institutions have resumed Bitcoin buying activity as indicated by the Coinbase Premium Gap flipping positive amid a price surge toward $97,000. This metric, which tracks the price difference between Coinbase (favored by US institutional investors) and Binance, had been negative for weeks, suggesting American whales were selling or not buying. The recent shift to a premium suggests renewed accumulation by US entities. However, the move is still brief, and sustainability remains uncertain given a similar pattern earlier in the month failed to hold. The rally also triggered significant short liquidations, peaking near $90 million. Bitcoin is currently trading around $96,500, up 8% over the past week.

bitcoinist01/16 08:01

Bitcoin – Identifying the risks to BTC’s leverage-driven price rally

ambcrypto01/16 07:03