The BitMEX co-founder’s latest Substack essay argues the US Fed’s liquidity program mirrors quantitative easing mechanics that favor Bitcoin and other scarce assets.
The volatility of the cryptocurrency market is threatening the stability of corporate crypto treasury companies, resulting in larger swings in their net asset value that threaten their fundraising abilities.
A circulating report attributed to Fundstrat warns of a potential crypto drawdown in early 2026, setting downside targets for Bitcoin, Ether and Solana.
Blockstream CEO Adam Back said that Castle Island Ventures founding partner Nic Carter is “not helping” the ongoing quantum-Bitcoin narrative for Bitcoiners.
Bitcoin continued to sell near $90,000 as investors reacted to weak US jobs data and slowing economic growth by shifting into safer assets.
As market participants continue to speculate on when altcoin season will arrive, BitMEX co-founder Arthur Hayes argued there is “always an altcoin season happening.”
Veteran trader Peter Brandt said that the US Clarity Act will be a positive for the industry, but probably won’t “redefine” Bitcoin’s price.
In its annual predictions report, Galaxy’s analysts said onchain dollar transfers could process more volume next year than the US bank system that handles payroll and bill payments.
Cypherpunk Adam Back dismissed concerns that quantum computing poses a threat to Bitcoin, arguing the technology is still “ridiculously early.”
Bitcoin briefly clinched $90,000 after the November Consumer Price Index report showed a drop in US inflation, but the essential components for an extended rally remain elusive.