Bitcoin needs a return of retail and institutional demand for BTC to clear the next big hurdle at $90,000 and spark a new rally toward six figures. Bitcoin’s (BTC) end-of-year rally toward $90,000 appeared to be stalling due to a lack of demand and weak onchain activity. Still, a new technical setup suggested that momentum may increase once the BTC/USD pair breaks above $90,000. Key takeaways: Apparent demand and buying from US investors must recover to secure a new year rally for BTC. Read more
Bitcoin failed to flip $90,000 to support at the start of the last week of 2025, but Bitfinex whale long positions built on their highest levels in nearly two years. Bitcoin (BTC) heads into year-end 2025 stuck around $90,000 as stocks and precious metals roar higher. Bitcoin sees only a modest uptick after its last weekly close of the year, as liquidity analysis warns of a fresh dip. Traders’ cost bases form the backbone of support reclaim targets heading into 2026. Read more
Bitcoin is helping reinforce the US dollar’s reserve currency status by acting as a market check on excessive inflation and deficit spending, Coinbase CEO Brian Armstrong said. Coinbase CEO Brian Armstrong has claimed Bitcoin provides healthy competition for the US dollar, which in turn pressures policymakers to maintain fiscal discipline and helps preserve the greenback’s dominance. “[Bitcoin] provides a check and balance on the dollar in the sense of if there's too much deficit spending or inflation in the US, people will flee to Bitcoin in times of uncertainty,” Armstrong argued in an interview on Tetragrammaton with Rick Rubin on Thursday. “It might be okay to have 2-3% inflation if the economy is growing at 2-3% but if inflation outstrips the growth of the economy, you'll eventually lose the reserve currency status, and that would be a massive blow to the United States.” Read more
Many analysts previously forecast that Bitcoin would hit a price target between $180,000-$250,000 in 2025, but the price has fallen flat. The yearly Bitcoin (BTC) price candle is set to close in the red, ending 2025 lower than at the start of the year, unless BTC can rise by 6.24% above the yearly open of about $93,374. “3 days for Bitcoin to recover and close up on the year. If not, this will be the first post-halving year we close in the red. 6.24% required to make this a green candle,” Puckrin said. Bitcoin hit an all-time high above $125,000 in October, days before a historic market crash put a dent in Bitcoin’s rally and dropped crypto prices across the board. Read more
Bitcoin has outperformed precious metals over the last decade, but critics say the comparison doesn't hold up under shorter time horizons. Bitcoin (BTC) has outperformed gold and silver by several orders of magnitude since 2015, racking up a 27,701% gain, compared to silver’s 405% gain and gold’s 283% appreciation during the same period, according to author and analyst Adam Livingston. “Even ignoring the first six years of Bitcoin's existence, for the crybabies who whine about the timeframe comparison, gold and silver drastically underperform the apex asset,” Livingston said in an X post. Gold advocate Peter Schiff, one of Bitcoin’s harshest critics, chimed in, telling Livingston that he should compare these assets over the last four years instead of 10. “Times have changed. Bitcoin's time has passed,” Schiff said. Read more
Bitcoin analysis said that while a retest of $93,500 could still occur by the yearly close, a red 2025 candle would threaten the four-year cycle theory. Bitcoin (BTC) eyed weekend highs into Sunday’s weekly close with the yearly candle in focus. Key points: Bitcoin sees an eerily calm weekend as analysis eyes a three-day bullish divergence locking in. Read more
The Bitcoin-to-gold ratio has strengthened because Bitcoin spent the past year in a “stagnant stage,” while gold enjoyed a “tremendous year,” according to Lyn Alden. Bitcoin doesn’t need to wait for a pullback in gold and silver prices to continue its upward trajectory, according to analysts. “Surprisingly unpopular opinion,” Glassnode lead analyst James Check said after making the statement in an X post on Friday, adding that Bitcoiners who think otherwise “don't understand any of these assets.” Echoing a similar sentiment, macroeconomist Lyn Alden said in a podcast published to YouTube on Saturday that while “a lot of people phrase it as competition,” she is “not in that camp.” Read more
The “fast-moving retail crowd” is one of the reasons Bitcoin is ending the year lower than it started, according to Bitwise CIO Matt Hougan. Bitcoin may post steady returns over the next ten years, but exceptionally large year-on-year gains are unlikely, according to Bitwise chief investment officer Matt Hougan. “I think we’re in a 10-year grind upward of strong returns. It’s not spectacular returns, [but] strong returns, lower volatility, some up and down,” Hougan said on CNBC on Friday. Hougan is sticking with his forecast that 2026 will be a positive year for Bitcoin (BTC), an outlook he first shared in July ahead of Bitcoin’s run to a new all-time high of $125,100 in October. “I think next year will be up,” Hougan said. Read more
A crypto analyst says Bitcoin’s current market setup resembles that of 2019, SEC picks a crypto regulation “dream team”: Hodler’s Digest US President Donald Trumps AI and crypto czar, David Sacks, has signaled that the White House may have all the pieces in place for digital asset regulation following the confirmation of Michael Selig to chair the Commodity Futures Trading Commission. In a Monday X post, David Sacks said the US was at a critical juncture for crypto regulation, and that Selig and Securities and Exchange Commission Chair Paul Atkins made up a dream team to define clear regulatory guidelines. Sacks comments were in response to Selig saying that the US Congress was preparing to complete work on a crypto market structure bill. We are at a unique moment as a wide range of novel technologies, products, and platforms are emerging, retail participation in the commodity markets is at an all-time high, and Congress is poised to send digital asset market structure legislation that will cement the US as ...
Bitcoin’s resilient basis rate and options data suggest limited downside despite ETF outflows, while BTC waits for a catalyst that can help it reclaim $90,000. Bitcoin (BTC) bulls worry that institutional interest is weakening amid softer demand for BTC futures. However, other metrics suggest that the BTC price could avoid falling below $85,000. Key takeaways: BTC futures open interest fell to $42B, an eighth-month low, signalling a leverage flush rather than bearish bets. Read more
Bitcoin reached new all-time highs in October, yet Jan3 founder Samson Mow has described the year as a “bear market” and anticipates a major bull run ahead. Bitcoin could be entering a bull run lasting into 2035, following what may have been a bear market over the past 12 months, according to Jan3 founder Samson Mow. However, other analysts have argued that Bitcoin’s (BTC) all-time high of $125,100 in October marked the cycle high and 2026 could be the start of a new bear market. “2025 was the bear market,” Mow said in an X post on Friday, adding that Bitcoin may be about to record a “decade long bull run.” Mow isn’t alone in his view of the year, with Bitcoin analyst PlanC echoing a similar sentiment. “If you made it through 2025, you made it through the bear market,” PlanC said in an X post on the same day. Read more
Bitcoin’s technical and onchain market structure was robust throughout 2025, but ever-shifting macroeconomic conditions eventually put a cap on BTC price. Will the trend shift in 2026? Bitcoin’s 2024–2025 price action highlighted a disconnect between improving high-timeframe onchain structure and restrictive macroeconomic conditions. While crypto-native liquidity and supply dynamics strengthened during Bitcoin’s (BTC) 2024 rally, external variables, like elevated real yields and Federal Reserve balance sheet contraction, imposed valuation limits as the cycle progressed. Key takeaways Bitcoin rallied to above $100,000 from $42,000 in 2024 alongside rising stablecoin inflows and sustained BTC exchange outflows. Read more
Cryptocurrency markets experienced a modest recovery this week, but spot Bitcoin ETFs extended a five-day losing streak amid thin year-end liquidity. Cryptocurrency markets had a small rebound following last week’s dip, as investor activity wound down during the holidays. Bitcoin (BTC) fell to a weekly low of $86,561 on Tuesday, before bouncing back above $88,600 on Friday, according to TradingView data. Spot Bitcoin exchange-traded funds (ETFs) demand remained weak, recording $175 million in outflows on Wednesday, which marked a fifth consecutive day of net outflows, according to Farside Investors. Read more
In an exclusive Cointelegraph interview, the crypto analyst pointed to macro headwinds, muted sentiment and cycle dynamics shaping Bitcoin’s path into 2026. As Bitcoin (BTC) continues to underperform gold and major equity indices, investors are increasingly questioning whether this cycle is unfolding differently than expected. In a new interview with analyst Benjamin Cowen, we dig into why Bitcoin is lagging traditional markets, and why the current setup may feel strikingly similar to 2019. Cowen points out that while stocks and gold are responding positively to expectations around future monetary easing, Bitcoin appears far more sensitive to actual liquidity conditions rather than optimism alone. That distinction, he explains, helps clarify why BTC has struggled to gain momentum even as broader markets push higher. According to Cowen, Bitcoin often requires a clearer macroeconomic catalyst before it can outperform, and that catalyst may not yet be in place. Read more