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.

Why Bitcoin Is Struggling Under Trump’s New Regime: Analyst

Despite initial expectations, Bitcoin's performance under President Trump's second term has been mixed. While reaching a new all-time high after his January inauguration, the market has largely consolidated with a bearish undertone. Analysis from XWIN Research Japan highlights key differences from the post-2016 election rally. Unlike 2016’s low-inflation, low-rate environment that fueled a sustained bull run, 2025 began with high interest rates and tighter financial conditions. Bitcoin’s larger market size and broader investor base have also reduced the immediate impact of political events on price. The Bitcoin SOPR Ratio (LTH-SOPR/STH-SOPR) further indicates caution: long-term holders are taking limited profits, while short-term holders are selling at a loss. This typically signals an extended period of supply-demand adjustment. Although downside may be limited if long-term holder dominance continues, significant upside appears constrained. A recovery would require steady ETF inflows and reduced selling by long-term holders. Until then, Bitcoin may remain stagnant or decline further. Currently, BTC is trading around $87,623.

bitcoinist12/28 16:02

Why Bitcoin Is Struggling Under Trump’s New Regime: Analyst

bitcoinist12/28 16:02

Bitcoin's Post-Halving Supply Change Is Permanently Locked by Mathematical Rules

The fourth Bitcoin halving occurred on April 20, 2024, at block height 840,000, reducing the block reward from 6.25 BTC to 3.125 BTC. This event, programmed into Bitcoin’s protocol and triggered automatically every 210,000 blocks, reinforces its deterministic and transparent monetary policy. Post-halving, daily Bitcoin issuance dropped by approximately 50%, from about 900 BTC to 450 BTC, with annualized issuance falling to around 164,250 BTC. This reduced Bitcoin’s annual supply inflation rate to roughly 0.83%, lower than gold's estimated 1–2% growth and contrasting sharply with central bank-controlled fiat systems. By the end of 2024, approximately 19.7 million BTC were in circulation, leaving fewer than 1.3 million left to be mined. Over 93.8% of the total supply has already been issued. The halving also shifted miner economics, significantly increasing the proportion of transaction fees in their total revenue. This aligns with Bitcoin’s long-term design, where security gradually transitions from block subsidies to fee-based incentives. Unlike traditional monetary systems, Bitcoin’s supply schedule is fixed, irreversible, and independent of market conditions. The next halving, expected around 2028, will further reduce the block reward to 1.5625 BTC. With the latest halving complete, Bitcoin’s low issuance rate is no longer a short-term event but a permanent baseline feature—verifiable, predictable, and enforced by code and consensus.

marsbit12/28 14:49

Bitcoin's Post-Halving Supply Change Is Permanently Locked by Mathematical Rules

marsbit12/28 14:49

Bitcoin Retail Demand Crashes Below $400M — What Does This Mean For Price?

Bitcoin's Q4 2025 performance has been marked by significant corrections, with prices dropping as low as $80,000. Recent on-chain data indicates fading retail participation, particularly in the $0–$10,000 transaction range, signaling a lack of new retail inflows since mid-December. Retail transfer volume has fallen to the $375–400 million range, reflecting apathy rather than panic selling. This suggests reduced upward momentum but limited downward pressure. Analysts expect Bitcoin to remain in a consolidation phase between $85,000 and $90,000 unless a major catalyst emerges. Some remain optimistic about 2026 due to potential rate cuts and capital rotation, while others warn corrections may extend into Q1. Bitcoin currently trades around $87,401.

bitcoinist12/28 14:02

Bitcoin Retail Demand Crashes Below $400M — What Does This Mean For Price?

bitcoinist12/28 14:02

Overcoming the Psychological Barrier: What Will Happen to Bitcoin This Week

Bitcoin (BTC) is trading around $88,000, failing to break the key psychological barrier of $90,000. Analysts note it is moving within a wide range of $80,600 to $94,600, with significant resistance near $90,660 and support around $83,600. Despite a positive long-term outlook supported by favorable US regulatory policies and strong industry growth, short-term risks remain high. Weak institutional demand via ETFs, negative on-chain metrics, and pressure on large holders are creating headwinds. A correction to the $70,000–$75,000 zone is possible if buyers fail to push the price above $94,600. The upcoming holiday week may see lower trading activity but increased volatility due to key economic data, including Fed minutes and labor market reports. The market is currently in a state of uncertainty, with the Fear and Greed Index at 28 (fear). Ethereum (ETH) is expected to move in line with the broader market, lacking independent momentum. Overall, sideways movement between $84,000 and $93,000 is the most likely scenario for Bitcoin in the coming week.

RBK-crypto12/28 13:09

Overcoming the Psychological Barrier: What Will Happen to Bitcoin This Week

RBK-crypto12/28 13:09

‘It’s time for crypto to be important’ – Why Galaxy CEO is betting on 2026

In a special holiday podcast, Galaxy Digital CEO Mike Novogratz reflected on 2025 as a disappointing year for Bitcoin, which failed to reach the $100,000 mark despite earlier all-time highs. He attributed this to a psychological ceiling around that level and a lack of year-end rally. However, Novogratz emphasized that regulatory progress and institutional infrastructure have laid a strong foundation for future growth. Looking ahead to 2026, he expects Bitcoin to trade between $80,000 and $100,000 until new liquidity enters the market. He predicts greater adoption of tokenization, with major companies like Apple and Tesla potentially issuing tokenized shares on blockchains such as Solana, enabling global accessibility via smartphones. Novogratz views Bitcoin as the only true "money" in crypto and believes other projects must prove their utility or risk fading. He highlights the significant potential of institutional adoption, noting that even a small allocation from wealth advisors could dramatically boost prices. Ultimately, 2026 must be the year crypto moves beyond hype and demonstrates real-world value through everyday use cases, mature infrastructure, and Bitcoin’s role as sound money. Tokenization, he argues, will democratize access to high-growth investments and reshape global finance.

ambcrypto12/28 07:02

‘It’s time for crypto to be important’ – Why Galaxy CEO is betting on 2026

ambcrypto12/28 07:02

Bitcoin – Is it a case of ‘pain today, gains tomorrow’ for BTC’s price?

Bitcoin (BTC) is currently experiencing significant near-term weakness, with a projected 19.15% decline in Q4 2024. Indicators such as the Spent Output Profit Ratio (SOPR) and Market Value to Realised Value (MVRV) suggest ongoing capitulation, potentially leading to several more months of sideways movement or further decline. Short-term holders are selling at a loss, ETF outflows continue, and market sentiment remains in "extreme fear." However, analysts like Bitwise predict that Bitcoin could break its traditional four-year cycle and reach new highs in 2026. Key factors driving this optimistic outlook include the halving event, growing institutional adoption, and increasing ETF demand. Additionally, Bitcoin is showing signs of maturation, with lower volatility in 2025 compared to assets like Nvidia, indicating it is behaving more like a stable, established asset. Bitcoin's position as a top-10 global asset, alongside giants like gold and major tech stocks, underscores its growing permanence in the financial landscape. Institutions are increasingly treating it as a core holding, lending it significant credibility. While short-term challenges persist, the long-term trajectory suggests that current weakness may represent a transitional phase toward greater stability and value.

ambcrypto12/28 04:06

Bitcoin – Is it a case of ‘pain today, gains tomorrow’ for BTC’s price?

ambcrypto12/28 04:06

Luke Gromen: Why I Sold Most of My Bitcoin by the End of 2025

Luke Gromen, a long-term Bitcoin and gold bull, sold the majority of his Bitcoin holdings in late November 2025. He clarifies that this was not a full exit but a strategic reduction based on a shift in his macro outlook. Gromen remains a long-term Bitcoin supporter but now sees it behaving like a high-beta tech stock during deflationary periods—not as a neutral reserve asset as he once expected. He argues that in a highly leveraged global system, Bitcoin acts as the "equity layer" of the capital structure, making it highly vulnerable during liquidity tightening. A key reason for his caution is the rise of AI and robotics, which he believes are driving an exponential, technology-driven deflation. This deflation is structurally different—it’s efficiency-led, fast-spreading, and damaging to employment. In such an environment, he argues, anything short of "nuclear-level money printing" effectively acts as monetary tightening, and risk assets like Bitcoin suffer first. He also emphasizes a broader macro shift: the world is moving from a "finance-first" era to one where "realpolitik" returns—geopolitics, industrial capacity, and supply chain security are becoming hard constraints. This new world is less stable, less friendly to financial assets, and more volatile. Despite reducing Bitcoin exposure, Gromen remains bullish on silver due to strong industrial demand and inelastic supply. He expects that a future crisis will eventually force massive monetary intervention, but until then, he prefers to step back, preserve capital, and re-enter when the macro landscape becomes clearer.

marsbit12/27 16:23

Luke Gromen: Why I Sold Most of My Bitcoin by the End of 2025

marsbit12/27 16:23

Bitcoin Ends Q4 In The Red, Bear Market May Persist For 2–3 Months

Bitcoin concludes Q4 2025 with a 19.15% decline, having fallen 30% from its October high of $126,200 to around $87,400. Analyst GugaOnChain warns the bearish trend may persist for 2-3 months into early 2026, citing multiple negative indicators. Key metrics include SOPR below 1, signaling investors are selling at a loss; MVRV-STH at 0.87, indicating short-term holders are underwater; and 35.66% of Bitcoin supply in loss. The Fear & Greed Index reflects extreme fear at 20. Institutional outflows from US spot ETFs and a negative Coinbase Premium Gap further confirm weak demand. Market cap growth is negative at -11.65%, reinforcing the expectation of continued corrections until capitulation signals ease.

bitcoinist12/27 15:02

Bitcoin Ends Q4 In The Red, Bear Market May Persist For 2–3 Months

bitcoinist12/27 15:02

Bitcoin Mining Difficulty Rose 35% In 2025, Data Shows

In 2025, Bitcoin mining difficulty increased by 35%, rising from 109.8 trillion hashes at the start of the year to 148.2 trillion. This growth was driven by a significant expansion in the network's computing power, with the 7-day average hashrate climbing from 795.7 TH/s to 1,070.3 TH/s, peaking at a record 1,151.6 TH/s in October. Although both hashrate and difficulty have declined since then, they remain substantially higher than January levels. The increase in difficulty is a direct response to the rising hashrate, as the network automatically adjusts to maintain a 10-minute block time. Meanwhile, Bitcoin's price has been volatile, recently consolidating around $87,300 after briefly surpassing $89,000.

bitcoinist12/27 13:55

Bitcoin Mining Difficulty Rose 35% In 2025, Data Shows

bitcoinist12/27 13:55

Why Bitcoin’s $3K flash drop might be another buying opportunity

Bitcoin recently experienced a sharp $3,000 drop within 45 minutes, causing $70 million in long liquidations. However, the broader market reaction remained contained, with no widespread panic. On-chain data shows declining Bitcoin balances on exchanges and cooling derivatives open interest, indicating a reset rather than a loss of long-term holder confidence. This combination of reduced leverage and steady conviction suggests the drop may present a buying opportunity, potentially setting the stage for a more stable and bullish trend in 2026.

ambcrypto12/27 09:03