# Bài viết Liên quan Analysts

Trung tâm Tin tức HTX cung cấp những bài viết mới nhất và phân tích chuyên sâu về "Analysts", bao gồm xu hướng thị trường, cập nhật dự án, phát triển công nghệ và chính sách quản lý trong ngành tiền kỹ thuật số.

It was revealed that 92.7% of institutional bitcoin (BTC) reserves are held by companies based in the USA

Institutional Bitcoin reserves held by publicly traded companies are overwhelmingly concentrated in the US, according to data from Unfolded. US-based firms hold 1.24 million BTC, accounting for a staggering 92.7% of the global total held by such entities. Over the past 12 months, these companies added 510,000 BTC to their portfolios, a purchasing rate that vastly outpaced new supply. Their acquisitions were more than triple the number of new BTC mined during the same period, significantly impacting the asset's supply dynamics. This trend, heavily influenced by firms like MicroStrategy, reflects a growing institutional adoption of Bitcoin as a long-term reserve asset across sectors like energy, technology, and finance. Analysts warn this sustained institutional demand, especially after the upcoming halving which will reduce new supply, could further strain the supply-demand balance and influence long-term price trends.

cryptonews.ruHôm qua 09:43

It was revealed that 92.7% of institutional bitcoin (BTC) reserves are held by companies based in the USA

cryptonews.ruHôm qua 09:43

How Will the Fed's Decision Affect Bitcoin? What is the Probability of Its Rise? Answers from Two Analyst Experts!

The impact of the upcoming US Federal Reserve (Fed) interest rate decision on Bitcoin may be more limited than in past cycles, according to analysts. While markets anticipate rates will remain unchanged, there is a 31.5% chance of a 25 basis point hike. K33 Research notes Bitcoin is trading sideways with near multi-year low volatility, while the Nasdaq shows strong upward momentum. This has caused the correlation between Bitcoin and the tech-heavy index to drop to its lowest levels in years, suggesting their price movements are diverging. Consequently, K33's Vetle Lunde states the Fed's decision may be less decisive for Bitcoin's price than historically, as low volatility and decoupling from Nasdaq trends could dampen its reaction. Similarly, analyst Michaël van de Poppe predicts Bitcoin's recent recovery will continue post-FOMC meeting, arguing the market has already priced in excessive fear and Bitcoin's resilience supports a continued rally.

cryptonews.ru07/29 14:02

How Will the Fed's Decision Affect Bitcoin? What is the Probability of Its Rise? Answers from Two Analyst Experts!

cryptonews.ru07/29 14:02

Bitcoin holders ‘will regret not selling above $60K,’ Peter Schiff warns

Peter Schiff, a well-known Bitcoin critic, warns that Bitcoin holders will regret not selling above $60,000, predicting potential heavy losses. He states he would not buy BTC even at a 3x price drop to $20K, calling it "way too much to pay for nothing." The article notes Bitcoin's recent 11% bounce in July to near $65K, driven by softer CPI data, but analysts express caution. They point to fragile macro conditions, including U.S.-Iran tensions, a lack of Bitcoin-specific demand (with ETF outflows and negative Coinbase premium), and stalled regulatory progress like the CLARITY Act. Analysts from Bitfinex and QCP Capital describe the rally as "borrowed strength" without solid institutional support. QCP's base case projects a range-bound BTC between $60K and $75K, with key resistance at $65K-$67K and the 200-day MA ($73.4K). A break below support could see a dip to $55K-$58K. The overall view is cautious, citing misalignment of macro, regulatory, and ETF demand factors for sustained bullish momentum.

ambcrypto07/16 08:47

Bitcoin holders ‘will regret not selling above $60K,’ Peter Schiff warns

ambcrypto07/16 08:47

Coinbase Stock Price Plummets 30% Year-to-Date, Why Isn't Wall Street Pessimistic?

Coinbase's stock has fallen nearly 30% year-to-date, yet Wall Street analysts like William Blair maintain an 'Outperform' rating. Despite lowering revenue and EBITDA forecasts for 2026/2027, their core view is that negative factors are already priced in. Key structural differences from the 2022 cycle—such as Bitcoin ETF adoption, institutional inflows, and clearer regulation—provide a better foundation. Analysts highlight Coinbase's diversification beyond spot trading, pointing to growth from its Base layer-2 network and a retail derivatives business generating over $200 million in annualized revenue. Technically, John Bollinger notes Bitcoin is forming a potential 'W' bottom pattern on daily charts, which could signal a major trend reversal if completed. On-chain data from Glassnode shows panic selling by long-term holders may have peaked, though sustained spot market buying is still needed to confirm a true bottom. While short-term price pressures remain, the consensus is that the current cycle's lows are being established, setting the stage for a potential recovery, with Coinbase's transaction volume expected to rebound over 30% in 2027 after a projected 44% drop this year.

Foresight News07/16 07:35

Coinbase Stock Price Plummets 30% Year-to-Date, Why Isn't Wall Street Pessimistic?

Foresight News07/16 07:35

Here’s why Strategy’s $216M Bitcoin sale may not be bearish after all

Strategy's recent disclosure of a $216M Bitcoin sale, part of a larger $1.25B plan, did not trigger the severe market downturn some analysts feared. Instead, Bitcoin's price remained stable above $63K. Grayscale Research suggests this move could actually support BTC price stability by restoring confidence in Strategy's financial structure and helping the asset find a more durable bottom. This contrasts with the sharp drop seen in early June after a much smaller BTC sale. The firm's preferred stock (STRC) also rebounded following the announcement. While critics like Peter Schiff point to potential losses, the muted market reaction has led some analysts to view the resilience as a potential sign of a market bottom.

ambcrypto07/08 03:03

Here’s why Strategy’s $216M Bitcoin sale may not be bearish after all

ambcrypto07/08 03:03

Circle stock recovers 150% as USDC supply hits ATH – Here’s what happened

Circle's stock (CRCL) has surged by 150% since its February low of $49.9, closing at $125.83 on March 17. The rebound follows an 83% decline from its post-IPO peak of $298, driven by fading hype and a broader crypto downturn. Analysts attribute the recovery primarily to the growing adoption of Circle’s stablecoin, USDC, whose supply reached a record $79 billion—a 13% increase in two months. Over 10% of USDC is concentrated on Solana, and platforms like Hyperliquid saw 155% growth in USDC supply in a month. The expansion occurred despite a contraction in crypto trading, suggesting a decoupling from the broader market. Additionally, AI agentic payments were highlighted as a future growth driver, with Circle betting on stablecoins disrupting the global FX market. While Bitcoin’s recovery lifted other crypto stocks, CRCL outperformed on a YTD basis. Wall Street maintains a "HOLD" rating with a $145 price target.

ambcrypto03/17 16:09

Circle stock recovers 150% as USDC supply hits ATH – Here’s what happened

ambcrypto03/17 16:09

Bitcoin: Analysts are back to predicting $100K for BTC – THIS is why

Amid a risk-on market shift, analysts are renewing predictions that Bitcoin could reach $100k, following its breakout above $70k. Despite geopolitical FUD, BTC is outperforming U.S. equities with 7%+ gains this month and attracting significant institutional inflows. Over $680 million has returned to spot Bitcoin ETFs, and a spike in the Coinbase Premium Index indicates strong buying interest, particularly from U.S. institutions. This reinforces the narrative of Bitcoin as a geopolitical safe haven. While derivatives show growing greed—including a whale’s $21M leveraged long—the underlying spot demand and ETF flows suggest the rally is driven by strategic accumulation rather than mere speculation, supporting bullish projections for year-end.

ambcrypto03/05 16:03

Bitcoin: Analysts are back to predicting $100K for BTC – THIS is why

ambcrypto03/05 16:03

Bitcoin activity down 42% – Why analysts expect deeper BTC pullback

Bitcoin's network activity has declined significantly, with transaction volume dropping 42% and new address creation down 47% over the past five years, despite recent price highs. Analysts warn of a deeper pullback as unrealized losses mount—nearly $27.89 billion for traders and $8.5 billion for ETF investors since October. Key support levels are identified at $58.7K and $54.7K, with experts suggesting the bear market bottom may not yet be reached. Liquidity conditions remain unfavorable for a strong rebound, indicating recovery could take longer than expected.

ambcrypto02/20 02:06

Bitcoin activity down 42% – Why analysts expect deeper BTC pullback

ambcrypto02/20 02:06

Will XRP Price Fall Below $1? Analysts Warn of ‘Continued Decline’ as Fed Proposes New Risk Category

XRP's price continues to decline, with analysts warning it could fall below the key psychological threshold of $1 as investors shift toward safer assets amid a broader crypto pullback. This downturn occurs despite a Federal Reserve staff proposal to create a dedicated "crypto" risk class for derivatives models, which includes XRP. While some view this as a long-term bullish development, analysts caution it will have little short-term impact on price. Market sentiment remains low, and real-world utility may not be enough to sustain XRP's valuation during macroeconomic uncertainty. Analysts suggest XRP could normalize toward $1 or lower if current trends continue. Meanwhile, AI tool Grok generated attention by predicting XRP could reach $15.57 by 2026, though such forecasts are speculative and not based on fundamental analysis. Ripple's CTO has also expressed skepticism about extremely bullish price predictions, noting that while crypto prices can be unpredictable, such high targets appear unrealistic under current conditions.

ccn.com02/16 12:19

Will XRP Price Fall Below $1? Analysts Warn of ‘Continued Decline’ as Fed Proposes New Risk Category

ccn.com02/16 12:19

Bitcoin far from a bottom? Analysts flag 50% drop amid China’s treasury moves

Risk management and FUD dominate as the crypto market loses over $1 trillion in a month, with cautious sentiment limiting dip-buying. China's reduction of U.S. Treasury holdings to an 18-year low of $682 billion pressures the dollar, historically a bullish signal for Bitcoin. However, the 2025 cycle diverged: Bitcoin fell 6.3% despite a weaker dollar, while gold surged 65%. The BTC/XAU ratio broke key support at 15.50, a level associated with market tops, suggesting Bitcoin's $70k may be a peak rather than a bottom. Analysts warn of a potential 50% drop, citing macro risks and failed safe-haven appeal.

ambcrypto02/10 11:07

Bitcoin far from a bottom? Analysts flag 50% drop amid China’s treasury moves