Bitcoin

BTC Market Pulse: Week 5

insights.glassnode01/26 16:05

70% Of Institutional Investors Aren’t Buying The Bitcoin Top Narrative – Here’s Why

Institutional investors maintain strong confidence in Bitcoin's long-term value, with 71% considering it undervalued between $85,000 and $95,000, according to Coinbase's Q1 2026 report. Despite recent price volatility and outflows into traditional safe-havens like gold and silver due to geopolitical tensions, the majority of institutions plan to hold or increase their Bitcoin holdings even if prices drop further. Over 60% have maintained or raised their positions since October's peak. While macroeconomic uncertainties and geopolitical risks may cause near-term price fluctuations, the institutional outlook remains cautiously optimistic, supported by expectations of potential Federal Reserve rate cuts and sustained accumulation behavior.

bitcoinist01/26 16:05

Metaplanet Lifts 2026 Outlook Despite $680M BTC Write-Down

Metaplanet, a Japanese-listed company operating a bitcoin treasury, has lifted its 2025 and 2026 financial outlook despite projecting significant accounting losses due to bitcoin impairment. The firm raised its 2025 revenue guidance to approximately $58 million and operating income to around $40 million, driven by strong performance in its Bitcoin income generation segment. However, it expects an ordinary loss of $632 million and a net loss of $491 million for 2025, primarily due to a non-cash bitcoin impairment charge of $680–700 million. This write-down reflects accounting rules and does not impact cash flow. Metaplanet substantially increased its bitcoin holdings from 1,762 BTC at the end of 2024 to 35,102 BTC by the end of 2025, reinforcing its identity as a Bitcoin treasury vehicle. The company also reported a 568% increase in BTC yield per diluted share, highlighting growing Bitcoin exposure for shareholders. Looking ahead to 2026, Metaplanet forecasts revenue of $103 million and operating income of $73 million, mostly from Bitcoin-related activities. It maintains transparency by publishing daily updates on its BTC holdings and unrealized gains or losses, positioning itself as a leveraged investment vehicle for Bitcoin’s long-term growth.

TheNewsCrypto01/26 12:16

Colombia Pension Giant Takes First Step Into Bitcoin – Details

Colombia's second-largest private pension fund, AFP Protección, is launching a new product allowing qualified savers to gain exposure to Bitcoin. The offering is limited to investors who meet specific risk profiles and complete a tailored advisory process. It is designed as a long-term diversification tool, not for short-term speculation, and will be a small, optional addition to core portfolios focused on traditional assets. With around $55 billion in assets under management, the firm emphasizes the product is measured and compliant with Colombia’s tightening crypto regulations. This move aligns with a broader regional trend of institutional crypto experimentation in Latin America.

bitcoinist01/26 11:32

Over 300K US Government Bitcoin at Risk After Alleged Insider Theft Exposes Custody Failures

A contractor's son allegedly stole over $40 million from U.S. government-seized cryptocurrency wallets, according to blockchain investigator ZachXBT. The theft is linked to insider access at Command Services & Support (CMDSS), a firm contracted by the U.S. Marshals Service to manage seized digital assets. The incident raises serious concerns about the security of billions in confiscated Bitcoin from cases like Silk Road and the Bitfinex hack. Evidence emerged from a leaked Telegram recording showing the suspect moving funds from government-linked wallets. While some funds were returned, approximately $700,000 remains missing. The breach highlights vulnerabilities in the government's custody systems, including reliance on basic tracking methods and potential insider threats. This incident may undermine confidence in the U.S. government's ability to safeguard and manage seized crypto assets.

ccn.com01/26 10:54

Bitcoin: $677mln liquidations meet THESE 3 signals flashing risk

ambcrypto01/26 10:02

Bitcoin Finds A Real-World Use Case In Las Vegas Stores

Small and large stores in Las Vegas are increasingly accepting Bitcoin for everyday transactions to reduce credit card processing fees and attract crypto-savvy customers. Merchants report using Bitcoin payment tools, often via the Lightning Network or conversion services, to lower costs significantly compared to traditional card fees. Services like Square’s no-fee Bitcoin checkout have accelerated adoption. Businesses—from juice bars to chains—are seeing real use, with some experiencing increased foot traffic and new sales. The Lightning Network enables fast, low-cost payments, making in-person crypto transactions practical. While some merchants convert Bitcoin to cash quickly, others hold a portion, noting reduced chargeback risks. Customers, including tourists and locals, are adapting to the convenience of QR-based payments.

bitcoinist01/26 10:01

Both Are for Hedging Risks, Why Can't Bitcoin Outperform Gold?

The article explores why Bitcoin has underperformed gold as a safe-haven asset during recent geopolitical tensions, such as those triggered by Trump’s tariff threats and Arctic instability. While gold rose 8.6%, Bitcoin fell 6.6%, challenging its "digital gold" narrative. According to NYDIG research, Bitcoin’s high liquidity and 24/7 trading make it function like an "ATM" during crises—easily sold for quick cash—rather than a store of value. In contrast, gold is held rather than liquidated, supported by strong structural demand from central banks. The analysis concludes that gold remains the preferred hedge for short-term, episodic risks, while Bitcoin is better suited for long-term concerns like fiat debasement or systemic financial crises.

marsbit01/26 08:14

Does Capital Really Rotate From Gold To Bitcoin? On-Chain Data Offers Insight

The popular narrative of capital rotation between Bitcoin and gold is overrated, according to on-chain analysis. Despite Bitcoin being referred to as "digital gold," recent data suggests there is no clear evidence of sustained capital flow between the two assets. An analyst using the pseudonym Darkfost shared a chart indicating that Bitcoin and gold often move independently, with as many periods of positive correlation as negative. While gold has reached new all-time highs above $4,900 per ounce, Bitcoin has struggled, currently trading around $89,230—nearly 30% below its own peak. The relationship between the two remains unsubstantiated, and Bitcoin continues to evolve on its own trajectory.

bitcoinist01/26 07:17

Bitcoin's Key Channel Broken? History Won't Simply Repeat Itself | Invited Analysis

This analysis by Odaily's guest market analyst Cody examines Bitcoin's recent price action and potential future trajectories. The key technical focus is the breach of Bitcoin's critical rising channel support, which had been acting as a "lifeline" for the market since the November 21, 2025, low of $80,600. The report compares the current market structure to the 2021 cycle, noting a similar three-wave corrective pattern (A-B-C) but cautioning that history does not simply repeat itself. The recent break below the $94,500-$95,000 support zone confirmed a return to a wider consolidation range between $84,000 and $94,500. Key scenarios are outlined: * If the price fails to reclaim the rising channel's support, a bearish C-wave could drive the price down towards key support levels at $84,000, $80,600 (the B-wave starting point), and potentially $75,200. * A recovery above the channel support could lead to a retest of the $94,500 resistance and the 21-week moving average, though this would require supportive macro conditions. The analyst details a successful short-term trade from the previous week, which yielded a 3.76% return using a quant model-based strategy. Current market structure is assessed as bearish on weekly and daily timeframes, with the daily momentum indicator dipping below zero. The upcoming week's strategy involves monitoring the confirmed break of the channel support. Operational plans include potential short positions (with a 60% allocation for mid-term and 30% for short-term trades) targeting the $84,000 support, with strict stop-loss and profit-taking rules based on quant model signals.

marsbit01/26 06:05