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.

After Premium Reset, Is It Time to Enter MSTR?

MicroStrategy (MSTR), the world's largest corporate Bitcoin holder, aggressively purchased over 40,000 BTC in January 2026, investing $3.7 billion despite Bitcoin's 30% price correction from its all-time high. While MSTR’s stock price fell 65% from its peak, its premium to net asset value (mNAV) reset from 2.4x to a more rational 1.07x, suggesting reduced speculative泡沫. However, the broader market shows structural weakness. Bitcoin ETFs have seen three consecutive months of net outflows, and corporate Bitcoin buying (aside from MicroStrategy) remains sparse. The company also faces financial pressures from its $8.36 billion in perpetual preferred equity and convertible debt, with significant cash obligations due in 2027. Three potential scenarios are outlined: 1) Sideways Bitcoin movement ($85K-$100K) could keep MSTR range-bound; 2) A Bitcoin surge above $100K could reignite MSTR's leveraged upside; 3) A drop below $80K could trigger a severe financial stress cycle. The decision to invest hinges on risk appetite—viewing MSTR as a leveraged Bitcoin bet or awaiting broader institutional reinvestment.

marsbit01/28 09:45

After Premium Reset, Is It Time to Enter MSTR?

marsbit01/28 09:45

Bitcoin Rainbow Chart says ‘accumulate’ – But analysts warn of bear market

Bitcoin briefly rallied to $89,300 following eased geopolitical tensions, but the overall trend remains bearish. On-chain analysts indicate whale accumulation is rising while retail investors exit. Traditional bullish models like Stock-to-Flow and Power Law have failed to predict market behavior. Both the Bitcoin Rainbow Chart and Pi Cycle Top indicator did not signal a market top, unlike previous cycles, suggesting either an incomplete cycle or a prolonged bear market. Analysts caution that underlying data supports a deepening crypto winter, contradicting more optimistic informal indicators. The market awaits clearer signals from macroeconomic events and spot flow momentum.

ambcrypto01/28 07:02

Bitcoin Rainbow Chart says ‘accumulate’ – But analysts warn of bear market

ambcrypto01/28 07:02

Eric Trump Shares BTC Holdings of American Bitcoin Corp Months After Nasdaq Debut

Eric Trump has revealed that American Bitcoin Corp (ABTC) holds over 5,800 Bitcoin, placing it among the top 20 global corporate BTC holders. The company, which went public on Nasdaq nearly five months ago, now ranks 18th, ahead of competitors like Next Technology Holdings. Trump praised ABTC's rapid growth and its role in advancing US Bitcoin infrastructure. Despite the positive news, Bitcoin's price saw a modest increase, trading around $89,055. Analysts remain bullish, predicting a potential rise to approximately $101,743 in the next three months. Trump also highlighted the success of USD1, a stablecoin by World Liberty Financial, which now has a market cap surpassing PayPal’s PYUSD.

TheNewsCrypto01/28 06:46

Eric Trump Shares BTC Holdings of American Bitcoin Corp Months After Nasdaq Debut

TheNewsCrypto01/28 06:46

Bitcoin, Ethereum ETFs Show No Signs Of Renewed Demand, Says Glassnode

Bitcoin and Ethereum spot ETFs are experiencing sustained net outflows, with their 30-day simple moving average (SMA) of netflows remaining in negative territory. According to Glassnode, this indicates a lack of renewed demand from investors. While US-based Bitcoin ETFs initially saw a brief period of net inflows earlier this month, the trend quickly reversed back to outflows. A similar pattern was observed with Ethereum spot ETFs, which also returned to net outflows after a short-lived positive period. This ongoing capital bleeding suggests continued weak interest in the digital asset market among ETF users. At the time of reporting, Bitcoin's price was around $88,000, down 3.5% over the past week.

bitcoinist01/28 06:01

Bitcoin, Ethereum ETFs Show No Signs Of Renewed Demand, Says Glassnode

bitcoinist01/28 06:01

Bitcoin Hashrate Slides: US Cold Wave Knocks Mining Rigs Offline

Bitcoin's price remains under pressure below $88,000 amid weak market sentiment. A sharp, unusual drop in hashrate—from 1.133 ZH/s to 690 EH/s in two days—has raised concerns. Analyst Darkfost attributes this not to miner capitulation, but to a severe US ice storm, particularly impacting Texas-based mining operations like MARA and Foundry Digital. The weather forced widespread shutdowns due to power grid stress and high electricity costs. This may lead to longer block times and a projected -4.54% difficulty adjustment. If prolonged, miners might sell BTC to cover costs, adding further selling pressure. Technically, BTC is testing key support near $86K–$88K; a break below could target the low-$80K range.

bitcoinist01/28 05:02

Bitcoin Hashrate Slides: US Cold Wave Knocks Mining Rigs Offline

bitcoinist01/28 05:02

Bitcoin Is Getting Banked — 60% Of Leading US Banks Are Ready

Bitcoin is increasingly being integrated into mainstream US banking, with a River study revealing that 60% of the top 25 banks are developing Bitcoin-related services, including custody, trading, and client products. This shift from caution to action follows clearer regulations, spot ETF approvals, and growing institutional demand. Major banks like JPMorgan Chase, Wells Fargo, and Citigroup are already piloting or launching crypto services. Clients may soon access Bitcoin seamlessly through existing banking channels, with banks often partnering with specialists to manage risk and compliance. Regulatory changes and a more favorable political climate are encouraging this adoption, though implementation speed will vary by institution.

bitcoinist01/28 04:32

Bitcoin Is Getting Banked — 60% Of Leading US Banks Are Ready

bitcoinist01/28 04:32

Bitcoin faces volatility ahead of FOMC and Trump speech – Here’s what to expect!

Bitcoin faces heightened volatility due to multiple macroeconomic events on January 27, including five key data releases, a speech by former President Trump, and the upcoming FOMC meeting. Weak institutional demand, continuous ETF outflows, and a decline in the Fear and Greed Index suggest growing investor caution. Despite a 70% long skew on Binance and rising leverage, spot flows remain subdued. Trading in a tight $85k–$90k range, Bitcoin is primed for a potential breakdown, risking its first negative monthly return since the 2022 bear market.

ambcrypto01/28 00:01

Bitcoin faces volatility ahead of FOMC and Trump speech – Here’s what to expect!

ambcrypto01/28 00:01

Strategy buys 2,932 Bitcoin – Its stash crosses $62B, 3.2% of BTC’s total supply!

MicroStrategy, under Michael Saylor, has further expanded its Bitcoin holdings by purchasing an additional 2,932 BTC for approximately $264.1 million at an average price of $90,061 per coin. This acquisition brings the company's total holdings to 712,647 BTC, representing 3.2% of Bitcoin's total supply. The entire stash, acquired at an average cost of $76,037 per bitcoin, represents a total investment of about $54.2 billion. At current market value, these holdings are worth nearly $62.5 billion, resulting in significant unrealized gains. The company funded this purchase by raising cash through sales of its stock and preferred shares. This follows a recent pattern of aggressive accumulation, including a purchase of 22,305 BTC the previous week.

ambcrypto01/27 23:02

Strategy buys 2,932 Bitcoin – Its stash crosses $62B, 3.2% of BTC’s total supply!

ambcrypto01/27 23:02

Is Bitcoin’s top still ahead? Decoding impact of equity divergence

Bitcoin is experiencing bearish pressure and a short-term downtrend, with market sentiment suggesting a local top may be forming. However, its historical correlation with U.S. equity markets like the S&P 500 presents a potential upside opportunity. Since September 2025, Bitcoin has diverged from equities, declining roughly 30% while major indices gained. This underperformance may narrow if Bitcoin catches up through upward price movement. Key challenges include persistent capital outflows, with U.S. spot Bitcoin ETFs seeing $4.68 billion in net sales since November. Despite this, Bitcoin's price has held relatively stable, declining only about $2,900, supported by strong hashrate levels and miner accumulation. A significant risk is a $7 billion outflow from stablecoins, reflecting reduced risk appetite and posing a downside threat similar to the 2021 Terra-Luna collapse. Overall, Bitcoin could be poised for a rebound aligned with equities, but stablecoin outflows remain a critical near-term risk.

ambcrypto01/27 19:02

Is Bitcoin’s top still ahead? Decoding impact of equity divergence

ambcrypto01/27 19:02

These Key Bitcoin On-Chain Metrics Suggest BTC Has Not Yet Reached Its Bottom

Based on key on-chain metrics, Bitcoin (BTC) has likely not yet hit its cycle bottom despite ongoing price declines. Analysis from Alphractal highlights that the Net Unrealized Profit/Loss (NUPL) metric, while declining, remains in positive territory, indicating that most holders are in profit rather than loss. Historically, a true bottom occurs only when NUPL turns negative, signaling full capitulation. Additionally, the Delta Growth Rate has turned negative, suggesting the end of speculative activity and the beginning of an accumulation phase. Following a recent pullback below $90,000, bearish sentiment has intensified. Swissblock notes that losing the $89,200 support level has increased market risk, though bulls are defending the $84,500 level. A break below this could lead to a deeper correction toward $74,000. However, if support holds, a liquidity sweep and potential long entry opportunity may occur. Current data indicates excess supply and uncertainty, meaning more time or data validation is needed to confirm a market bottom.

bitcoinist01/27 18:32