Bitcoin

Focuses on news, price analysis, technological evolution, and market trends within the Bitcoin ecosystem. It explores its role and influence in the global financial system.

Popular Strategist Removes Bitcoin From Portfolio Due To Quantum Threat — What’s Happening?

Popular strategist Christopher Wood, global head of equity strategy at Jefferies, has removed a 10% Bitcoin allocation from his model portfolio, citing the emerging threat of quantum computing. Wood expressed concerns that advances in quantum technology could compromise Bitcoin’s cryptographic security, potentially allowing attackers to reverse-engineer private keys and undermine the blockchain’s integrity. He reallocated the exposure equally to physical gold and gold mining stocks, reflecting a shift away from Bitcoin as a long-term store of value. This move aligns with growing unease in the market, as other experts like Charles Edwards of Capriole Investments have recently warned that quantum risks may be developing faster than Bitcoin’s ability to upgrade its defenses. At the time of writing, Bitcoin was trading around $95,370.

bitcoinist01/18 01:01

Popular Strategist Removes Bitcoin From Portfolio Due To Quantum Threat — What’s Happening?

bitcoinist01/18 01:01

Bitcoin Miners Pull Back: Hashrate Drops To 3-Month Low

Bitcoin's mining hashrate has dropped to a three-month low of 998 EH/s, a significant decline from its all-time high of 1,151 EH/s recorded in October. This decline indicates that miners are decommissioning their rigs, a trend that typically occurs when mining becomes less profitable. The drop has continued despite a recent 5% price increase in Bitcoin to around $95,500, suggesting miners remain unconvinced of a sustained bullish momentum. As a result of the reduced hashrate, the average block time has slowed to 10.6 minutes. This is expected to trigger an estimated 5.6% decrease in mining difficulty during the next biweekly network adjustment to correct for the slower block production.

bitcoinist01/17 17:03

Bitcoin Miners Pull Back: Hashrate Drops To 3-Month Low

bitcoinist01/17 17:03

Why Bitcoin’s next price breakout hinges on BTC ETF flows

U.S. spot Bitcoin ETFs, particularly Fidelity’s FBTC and Ark Invest’s ARKB, are now critical indicators for Bitcoin’s price direction. These ETFs act as key liquidity signals, with their flows strongly correlated to BTC’s movements. Despite recent weekly net inflows of $1.4 billion, day-to-day volatility persists, and institutional momentum appears to be slowing. Both FBTC and ARKB have shown renewed outflows and failed to reach new highs, suggesting near-term consolidation or downside risk for Bitcoin. While BlackRock’s IBIT remains the largest ETF, its over-the-counter trading lessens its immediate market impact. Sustained Bitcoin price recovery likely depends on a reversal in ETF flow trends.

ambcrypto01/17 14:02

Why Bitcoin’s next price breakout hinges on BTC ETF flows

ambcrypto01/17 14:02

Bitcoin: Can THIS historic divergence push BTC toward $100K?

Historical patterns suggest caution for Bitcoin investors amid ongoing volatility and uncertainty around President Trump's potential Fed Chair appointments, as seen in the 30% price drop following the October crash. However, a key divergence is forming: despite macro fears, strong HODLing pressure persists, with whales from the December trade not capitulating and institutional demand tightening supply. This is reflected in a declining put/call ratio of 0.71, indicating renewed bullish options positioning. Together, this cautious optimism, where holding outweighs selling, supports a potential push toward $100k.

ambcrypto01/17 09:02

Bitcoin: Can THIS historic divergence push BTC toward $100K?

ambcrypto01/17 09:02

A New Bitcoin Market Regime: Spot Absorption Offsets Futures Noise

Bitcoin is testing a key resistance level, with bulls attempting to confirm a sustained rebound after weeks of choppy trading. According to XWIN Research Japan, BTC remains in a consolidation phase rather than a strong directional trend, though a conditional bullish bias persists if resistance is broken and held. A notable shift is the dominance of large players ("whales") over retail investors. CryptoQuant data shows muted retail activity but consistent large orders in both spot and derivatives markets. The 90-day Spot Taker CVD has turned positive, indicating aggressive buying absorption without sharp price increases—suggesting accumulation rather than euphoric demand. While futures markets are heating up with rising speculative activity, spot flows indicate whales are absorbing supply. This may allow accumulation to continue even if leveraged positions cause short-term volatility. The market structure appears to be controlled by larger players, reducing reliance on retail momentum unless excessive leverage disrupts the balance.

bitcoinist01/17 06:01

A New Bitcoin Market Regime: Spot Absorption Offsets Futures Noise

bitcoinist01/17 06:01

Binance Founder Shares Thoughts On Bitcoin Price Reaching $200,000

Binance founder Changpeng Zhao (CZ) predicts Bitcoin could reach $200,000, calling it "the most obvious thing in the world." This bullish outlook follows Bitcoin's strong performance, including setting a new all-time high above $126,000 in 2025, driven by ETF demand, whale accumulation, and rising global adoption. While the timing is uncertain, CZ remains confident in Bitcoin's long-term potential. He also suggests a crypto "Super Cycle" may be approaching, partly due to the SEC removing crypto from its 2026 priority risk list. Similarly, analyst Rekt Fencer forecasts Bitcoin could hit $200,000 by the end of 2026, potentially even $240,000, echoing the growth pattern of the 2020 bull cycle.

bitcoinist01/17 04:02

Binance Founder Shares Thoughts On Bitcoin Price Reaching $200,000

bitcoinist01/17 04:02

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

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

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

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

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

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