Jefferies’ Greed & Fear strategist Christopher Wood has slashed a 10% Bitcoin allocation from his portfolio and moved into gold, citing the quantum risk to BTC, Bloomberg reports. Investment bank Jefferies’ longtime “Greed & Fear” strategist Christopher Wood has reportedly eliminated Bitcoin from his flagship model portfolio, citing mounting concerns that advances in quantum computing may undermine the cryptocurrency’s long-term security. According to a report by Bloomberg, Wood said in the latest edition of his Greed & Fear newsletter, that the 10% Bitcoin (BTC) allocation he first added in late 2020 has been replaced by a split position in physical gold and gold mining stocks. He argued that quantum breakthroughs would weaken Bitcoin’s claim to be a dependable store of value for pension‑style investors. Read more
The recovery may continue as long as Bitcoin achieves a daily close above $98,000, with the technical setup projecting 18% gains ahead. Bitcoin’s (BTC) price traded 9.5% above its Jan. 1 open of $87,500, and traders were confident that BTC’s short-term “trend is up” as the price approached a key level of interest. Key takeaways: Bitcoin price consolidates around $95,000 as bulls face a major barrier ahead. Read more
The lender will offer crypto trading through its Bolero platform as Belgium’s MiCA rules take effect, despite no licenses yet appearing on the ESMA’s register. Update (Jan. 16, 1:15 pm UTC): This article has been updated to add commentary from KBC Bank. KBC, one of Belgium’s largest banks, is set to roll out Bitcoin and Ether trading to retail investors next month via its own custodial solution and investment platform. From Feb. 16, KBC customers will be able to buy and sell crypto assets through the online investment platform Bolero, the bank announced Thursday. Read more
Bitcoin failed to hold $97,000 as its funding rate stalled and retail traders watched from the sidelines. Will TradFi reignite the rally to $100,000? Key takeaways: Retail traders remain sidelined despite BTC’s rebound, as low funding rates and muted interest point to fragile investor sentiment. Institutional investors are buying the spot Bitcoin ETFs again and corporate buyers building BTC treasuries may help send BTC back to $100,000. Read more
Untagged Bitcoin blocks sparked solo-miner speculation before NiceHash confirmed they were mined during internal testing, highlighting limits of onchain attribution. Social media buzzed this week after Bitcoin blocks 932129 and 932167 were mined without an immediately visible pool tag, prompting speculation that a solo miner had struck it rich, a familiar “Bitcoin lottery” narrative that briefly captured the market’s attention. The excitement, however, had less to do with the blocks themselves than with what their apparent mislabeling revealed about how Bitcoin mining attribution works. It also revealed how quickly assumptions can take hold. Amid the speculation, NiceHash emerged as the miner behind both blocks. NiceHash operates a hashrate marketplace that connects miners with buyers of computing power, rather than running a traditional mining pool. Read more
Increasing Bitcoin whale balances highlight reaccumulation, aligning with renewed spot BTC ETF inflows. Will $100,000 become support soon? Data shows Bitcoin’s (BTC) largest holders reaccumulating coins after a period of heavy distribution. Data indicates that whale balances have turned higher following the sharpest sell-off since early 2023, while the mid-sized holders continue to reduce exposure. Key takeaways: Whale addresses added 46,000 BTC this week, turning the one-year net change positive for the first time since Q4 2025. Read more
Sustained US Bitcoin ETF inflows are supporting prices near $97,000, raising questions about whether institutional demand is reshaping Bitcoin’s market cycle. Bitcoin’s price climbed back above $97,000 this week, supported by a sustained return of capital into US spot Bitcoin exchange-traded funds, data and market watchers say, suggesting a structural shift in demand after months of sideways trading. Since the start of the year, US spot Bitcoin (BTC) ETFs have collectively attracted nearly $1.5 billion in net inflows, according to data cited by Bloomberg ETF analyst Eric Balchunas. That total reflects a multi-day stretch of positive creation activity amid renewed interest from larger allocators, following a period of muted ETF flows at the end of 2025. Balchunas said in a post on X that the pattern of ETF demand “suggests that maybe the buyers have exhausted the sellers,” a reference to Bitcoin breaking out of a prolonged consolidation around the $88,000 level. Read more
Bitcoin halted its bullish BTC price rebound to dip below $96,000 on news that Middle East geopolitical tensions were easing. Bitcoin (BTC) sold off at Thursday’s Wall Street open as traders eyed the next key support levels. Key points: Bitcoin support levels come into play as the US trading session starts with a correction. Read more
A pickup in Bitcoin spot demand and persistent spot ETF inflows could push BTC above the next significant hurdle at $98,000 and secure a sustained recovery. Bitcoin (BTC) rallied 10% from its yearly open near $87,500 before stalling below resistance, but analysts say the price remains positioned for higher targets if key supply levels are reclaimed and spot demand continues to build. Key takeaways: Bitcoin must take out resistance at $98,000 to trigger a rally to a six-figure BTC price. Read more