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Bitfinex Signals the Start of a Bitcoin Bull Run Amid Peak Correlation with Gold

Bitfinex suggests that Bitcoin's correlation with gold has reached peak levels, signaling a potential shift and the beginning of a bull market. Analysts observe that both assets are trading as a unified hedge against currency devaluation amidst concerns over U.S. debt and monetary policy. Bitfinex notes this high correlation is typically unsustainable, and a change in risk sentiment will test whether Bitcoin decouples from stocks to follow gold. The exchange highlights that Bitcoin's price has moved from an accumulation to an expansion phase, supported by technical metrics. This trend mirrors 2024 patterns where investors sought alternatives due to fears of "debt debasement." However, recent hawkish comments from Federal Reserve Chair Kevin Warsh, emphasizing a commitment to 2% inflation and hinting at rate hikes, contrast with this devaluation narrative.

cryptonews.ru8 小時前

Bitfinex Signals the Start of a Bitcoin Bull Run Amid Peak Correlation with Gold

cryptonews.ru8 小時前

Losses of $1.2 Billion: 'Squeeze' Strategy in the Bitcoin Market Profits Again

Bitcoin surged past $79,000 on Friday morning, marking a gain of over $15,000 since August 17. This rally, fueled by concerns over the U.S. national debt exceeding $40 trillion, boosted Bitcoin's market cap past $1.55 trillion. The sharp rise led to significant short position liquidations, exceeding $1.22 billion over three consecutive days. Michael Saylor's company, Strategy, saw its 840,447 BTC holdings, acquired at an average of $75,385 per coin, return to profitability as prices exceeded $75,000. Saylor reiterated his belief in Bitcoin's perpetual growth. U.S. Treasury Secretary Scott Bessent's comments on bond buybacks were criticized by economist Peter Schiff as a "panic button" move that could worsen market instability, though Schiff affirmed his preference for gold and silver over Bitcoin. Market sentiment remains bullish, with 71% of users on prediction platforms expecting Bitcoin to surpass $80,000.

cryptonews.ru08/21 11:31

Losses of $1.2 Billion: 'Squeeze' Strategy in the Bitcoin Market Profits Again

cryptonews.ru08/21 11:31

Institutions Have Already Bought the Dip: Is Bitcoin at $70,000 the Start of a Bull Run or a Local Top?

Institutional Investors Piled into Bitcoin Ahead of Rally: Is $70K a New Bull Market Start or Local Top? Bitcoin surged past $70,000 following pro-crypto remarks from former U.S. President Donald Trump on August 20. However, institutional investors had been accumulating exposure in Q2 2026, even as the price fell. 13F filings reveal that while total Bitcoin ETF holdings declined, institutional holdings increased by 7.5%, reaching a record 44.2% share of ETF assets. Key institutional moves include Jane Street increasing its Bitcoin ETF and MicroStrategy (MSTR) exposure by over $800 million, BlackRock adding ~$290 million in Bitcoin-related holdings (MSTR, its own IBIT ETF, and ASST), and JPMorgan boosting its IBIT position by $85.6 million. UBS significantly increased its call option exposure on IBIT. Notably, Paul Tudor Jones's fund reversed a multi-quarter selling trend to add IBIT shares. Market opinions are divided post-rally. The "bear market over" camp includes F2Pool's co-founder declaring the bear market ended, Strive's CEO citing a favorable macro backdrop for Bitcoin, and Standard Chartered targeting $100,000 by year-end. Conversely, the "not yet bottomed" camp includes CZ stating the super cycle hasn't arrived, CryptoQuant analysts warning of elevated retail demand often preceding local tops, and analysis from VanEck and Glassnode suggesting on-chain data shows a prolonged "capitulation phase" is still unfolding, indicating current price strength may be a relief rally rather than a definitive trend reversal.

Odaily星球日报08/20 11:51

Institutions Have Already Bought the Dip: Is Bitcoin at $70,000 the Start of a Bull Run or a Local Top?

Odaily星球日报08/20 11:51

Bull Run: Four Key Drivers Behind the Overnight Market-Wide Surge in Crypto

"Crypto markets surged overnight with Bitcoin reclaiming $69,000 and Ethereum jumping nearly 20%. Key drivers include: 1) The U.S. Treasury doubling its long-term bond buyback size, lowering yields and boosting risk appetite. 2) Positive regulatory signals from a White House crypto summit and a new SEC proposal offering funding exemptions. 3) A reversal in Bitcoin ETF outflows, indicating renewed institutional buying. 4) A massive short squeeze, with over 93% of recent liquidations being short positions, amplifying the price moves."

marsbit08/20 00:20

Bull Run: Four Key Drivers Behind the Overnight Market-Wide Surge in Crypto

marsbit08/20 00:20

Bitcoin to $1M by 2030 is ‘mathematically impossible’ says Markus Thielen

Markus Thielen, head of research at 10x Research, argues that the popular prediction of Bitcoin reaching $1 million by 2030 is "mathematically impossible." He bases this on historical capital inflows, noting that $1 trillion in inflow over 15 years achieved a current market cap of around $1.28 trillion. To reach $1 million per Bitcoin—a 15x increase from current prices near $64,000—Thielen calculates it would require an additional $15 trillion in capital over the next four years, equivalent to roughly 25% of the total US stock market's value. He contends that attracting such a massive inflow is unrealistic. Thielen further explains that higher Bitcoin prices weaken retail sentiment, as many investors psychologically prefer owning whole units rather than fractions. He cautions against expecting a rapid rebound to new all-time highs, suggesting that even reaching $100,000 would be a significant achievement. While high-profile figures like Coinbase CEO Brian Armstrong have touted the $1 million target, Thielen views such extravagant predictions as media-friendly but potentially harmful to retail investors who may adopt overly optimistic expectations. He does not entirely rule out a $1 million price but states it would require an extreme scenario like a "major credit event, implosion of everything."

cointelegraph08/15 13:36

Bitcoin to $1M by 2030 is ‘mathematically impossible’ says Markus Thielen

cointelegraph08/15 13:36

Bitcoin's Competitors Failed the Test: Latest Report Reveals the Truth About Altcoins! "Only a Few Altcoins Emerged as Winners!"

While Bitcoin reached new highs in 2025, many altcoins, including Ethereum, showed limited upside momentum. A report from Blockworks Research highlights that altcoins have generally underperformed Bitcoin (BTC). The study found that only 1.7% of altcoins with at least a $50 million market cap and a 24-month history from 2020 to June 2026 managed to outperform BTC. During the 2020-2021 bull market, about one-third of altcoins outperformed Bitcoin, but 86% of those subsequently lost over 90% of their value from their peaks. Among the 187 altcoins that beat BTC in 2021, only OKB sustained its outperformance afterward. Overall, from 2020 to 2026, only 22 altcoins surpassed Bitcoin's returns among projects meeting the study's criteria. The list of outperformers includes BNB, OKB, GT, LEO, BGB, WBT, MX, CAKE, Ethereum, Solana, and Tron. The data underscores Bitcoin's long-term dominance over the vast majority of altcoins.

cryptonews.ru08/06 12:41

Bitcoin's Competitors Failed the Test: Latest Report Reveals the Truth About Altcoins! "Only a Few Altcoins Emerged as Winners!"

cryptonews.ru08/06 12:41

The Ansem Airdrop Brings Back the Celebrity Endorsement Effect: When the Market Is Stagnant, Smart Money Watches KOLs' Tweets

In the recent crypto bear market, a narrative-driven surge has emerged within the Solana meme coin sector, highlighted by the explosive performance of $ANSEM (The Black Bull). The token, associated with prominent trader Ansem, soared nearly 19,878% in a week following his announcement of a community airdrop funded by his creator fees from Pump.fun. This move, emphasizing social engagement over traditional on-chain metrics, distributed millions of tokens to hundreds of wallets, though distribution appeared concentrated with a few wallets receiving substantial portions. The event signals a resurgence of influencer-driven market movements. Similarly, BitMEX co-founder Arthur Hayes boosted tokens like $CARDS and $SYN through public endorsements and analysis, leading to significant price rallies. These cases underscore a current market dynamic: with major narratives stagnant and limited new capital, attention and "smart money" are increasingly focused on signals from key opinion leaders (KOLs) to identify asymmetric opportunities, despite the inherent risks of speculation and potential market manipulation. The landscape suggests that while old strategies for evaluating such pumps remain relevant, the reduced competition for attention may make these localized trends critical for participants seeking alpha in a sideways market.

marsbit07/01 00:56

The Ansem Airdrop Brings Back the Celebrity Endorsement Effect: When the Market Is Stagnant, Smart Money Watches KOLs' Tweets

marsbit07/01 00:56

XRP Whales Have Just Set An 8-Year Record, Is This The Start Of The Next Bull Run?

Large XRP holders, or "whales," have accumulated a record 68.5% of the token's circulating supply, an eight-year high according to Santiment data. This aggressive buying is reportedly absorbing supply from exchanges. Analysts suggest this concentration could lead to a thin sell-side, potentially setting the stage for a major price breakout if XRP can decisively close above its current trading range of $1.29-$1.50. Market expert Ali Martinez identifies this as a key compression zone; a break above $1.50 could trigger a rally toward $1.80, while a close below $1.29 might invalidate the bullish structure.

bitcoinist05/20 21:02

XRP Whales Have Just Set An 8-Year Record, Is This The Start Of The Next Bull Run?

bitcoinist05/20 21:02

Analyst Says Ethereum Will Have Its Turn For An Explosive Rally, But Only When Bitcoin Does This

A crypto analyst, Sykodelic, predicts Ethereum (ETH) could see a parabolic rally toward $4,000 this year, but only after Bitcoin (BTC) completes a key structural move. While Ethereum is showing bullish patterns and has been consolidating within a historical range for 77 days, Bitcoin's current market leadership is delaying ETH's surge. Once Bitcoin undergoes a significant trend shift, capital is expected to rotate into Ethereum, potentially triggering its major uptrend. This ETH rally could then ignite a long-anticipated altcoin season lasting 12-18 months, according to the analysis.

bitcoinist05/13 21:08

Analyst Says Ethereum Will Have Its Turn For An Explosive Rally, But Only When Bitcoin Does This

bitcoinist05/13 21:08

30-Day Doubling, 15-Fold Year-to-Date Gain: Why is the English-Speaking Crypto Community FOMOing Over $ZEC Again?

Over the past week, ZEC has surged back into the spotlight on English Crypto Twitter, driven by endorsements from prominent figures like Naval, Arthur Hayes, and Mert Mumtaz, alongside a public "significant" position announcement from Multicoin Capital at Consensus Miami. The price has skyrocketed, with ZEC gaining over 110% in 30 days and 1500% year-to-date, now ranking among the top 20 cryptocurrencies by market cap. The primary catalyst is a shifting investment thesis. Multicoin Capital's Tushar Jain argues that while Bitcoin resists censorship, its transparent ledger leaves holdings vulnerable to potential wealth confiscation via taxation. Zcash's shielded pool, using zk-proofs to obscure transaction details, is positioned as "insurance against Bitcoin" for true financial privacy. Arthur Hayes has set a long-term price target of 10% of Bitcoin's value. Further momentum comes from technical developments announced at Consensus, including a roadmap for quantum-recoverable wallets and full post-quantum security within 12-18 months. Institutional adoption signals are growing, with a Grayscale ETF application pending, Robinhood listing ZEC, and Foundry launching a mining pool. However, a critical caveat is the recent departure of the entire original Zcash development team (ECC) due to governance conflicts, leaving the project's future development uncertain. While narrative and institutional interest are clearly fueling the current rally, distinguishing between genuine adoption and speculative flows remains difficult due to the very privacy features that define ZEC.

marsbit05/09 05:46

30-Day Doubling, 15-Fold Year-to-Date Gain: Why is the English-Speaking Crypto Community FOMOing Over $ZEC Again?