The gap between equities and Bitcoin got wider after Bitcoin’s post-all-time-peak correction in October. The US Federal Reserve announced its third interest rate cut of the year on Wednesday, lifting US equities while Bitcoin (BTC) slipped before bouncing back. That dynamic has defined the second half of 2025. Even as capital flows into Bitcoin are increasingly tied to traditional equity investors, the cryptocurrency has continued to diverge from the stock market. Over the past six months, Bitcoin has fallen almost 18%. Meanwhile, the three major US stock indexes posted strong and consistent gains, with the Nasdaq Composite up 21%, the S&P 500 rising 14.35% and the Dow Jones Industrial Average climbing 12.11%. Read more
Bitcoin miners Marathon Digital Holdings, Riot Platforms and Hut 8 are already in the top ten largest public companies holding Bitcoin. Bitcoin miners, which can acquire the cryptocurrency at below-market costs, could be in the best position to shape corporate adoption as accumulation by crypto treasury companies slows, says BitcoinTreasuries.NET. Bitcoin (BTC) treasury companies are projected to buy 40,000 BTC in the fourth quarter, the lowest since Q3 2024, BitcoinTreasuries.NET President Pete Rizzo said in a corporate adoption report released on Thursday. Despite the slowdown, Rizzo said Bitcoin mining companies continue to “anchor public‑market Bitcoin holdings” and accounted for 5% of new additions and 12% of aggregate public company balances in November. Read more
The remarks signal Pakistan’s push to turn its grassroots crypto activity into a compliant, innovation-driven sector anchored by Bitcoin and digital-asset regulation. Pakistan sees Bitcoin and digital assets as the backbone of a new financial rail for its 240 million citizens, a senior official said at the Bitcoin MENA Conference, signaling a shift toward formal regulation of crypto markets. Bilal Bin Saqib said on Tuesday that Pakistan can no longer rely on traditional economic models, but needs “a new engine,” citing digital assets. The minister said during a roundtable in Abu Dhabi: Saqib, the chairman of Pakistan’s Virtual Asset Regulatory Authority (PVARA) and former special assistant to the prime minister on blockchain and crypto, said his mandate is to transform one of the world’s largest unregulated crypto markets into a compliant, investment-ready ecosystem. Read more
Bitcoin price breakouts continue to be rejected at $94,000, even as traders’ long-term view of US monetary policy and the crypto market turns bullish. Bitcoin’s (BTC) price action remained underwhelming this week after another failed attempt to reclaim the monthly volume-weighted average price (VWAP), with BTC consolidating near $90,000 following the Federal Reserve’s 0.25% interest rate cut. The market continued to reject any meaningful push above $93,000, thereby limiting bullish momentum. Key takeaways: One Bitcoin analyst said that liquidity contraction is suppressing Bitcoin’s upside, reducing demand relative to sell pressure. Read more
ERCOT reported a record surge in large-load requests, with AI data centers surpassing Bitcoin miners and reshaping Texas’s grid planning and reliability outlook. Texas is rapidly emerging as an epicenter of artificial intelligence-driven energy demand, with an unprecedented surge in large-load power requests, a wave now dominated by AI data centers rather than Bitcoin miners. The figures, highlighted in The Miner Mag’s latest newsletter and drawn from ERCOT’s new System Planning and Weatherization Update, point to a grid facing a fundamentally different kind of growth. ERCOT, the Electric Reliability Council of Texas, which operates the state’s independent power grid and oversees reliable electric service for about 90% of Texans, reported that its large-load interconnection queue has ballooned to 226 gigawatts of new requests, roughly 73% tied to AI facilities. Read more
Bitcoin bull market optimism has suffered since the Oct. 10 crash, as chances of a short-term BTC price rally above $100,000 appeared to be fading. Bitcoin (BTC) could remain pinned below $100,000 for the remainder of 2025 as the market weakened following the US Fed rate cut decision on Wednesday. Key takeaways: BTC price has only a 30% chance of hitting $100,000 before Jan. 1, according to prediction markets. Read more
Bitcoin treasury adoption slowed during the fourth quarter, but the largest firms continued to accumulate BTC, with public companies now holding over 4.7% of the total Bitcoin supply. Bitcoin treasury adoption slowed sharply in the fourth quarter of 2025, even as the biggest corporate holders continued to quietly add to their stacks while smaller players stepped back. The number of new Bitcoin (BTC) treasury companies declined from its peak of 53 new companies in the third quarter to just nine companies adding Bitcoin to their balance sheet in the fourth quarter of 2025 so far, with a total of 117 new companies adopting Bitcoin this year, according to blockchain data platform CryptoQuant. “Despite the growth in numbers during 2025, most Bitcoin Treasury companies hold relatively small amounts,” CryptoQuant wrote in a Thursday X post. Read more
Ether's inverse head-and-shoulders pattern and rebound from a key accumulation zone signal a potential 80% rally in 2026. Ethereum’s Ether (ETH) token may rally by over 80% versus Bitcoin (BTC) in 2026, according to a classic bullish reversal scenario developing on its long-term charts. Key points: ETH/BTC charts point to a potential move toward 0.059–0.063 BTC in 2026. Read more
Bitcoin analysis warned that the next BTC price bottom may appear in 2026 as exchange trading volume enters a long grind lower. Bitcoin (BTC) may see a “shock move” that brings back BTC price upside — but not until 2026. Key points: The next Bitcoin price bottom will take until 2026 to hit, new analysis concludes. Read more
Federal Reserve monetary policy could benefit stocks, but BTC options show the short-term odds of Bitcoin rallying to $100,000 remain slim. Key takeaways: BTC derivatives pricing indicates weak conviction in a move above $100,000, reflecting macroeconomic uncertainty and Bitcoin’s underperformance compared to gold. Despite improved liquidity from Federal Reserve actions, whales remain cautious, signaling skepticism toward a durable Bitcoin breakout. Read more
A divided Federal Reserve approved a 0.25% rate cut, but concerns over inflation and growth, as well as Glassnode data highlighting BTC’s “fragile range,” may keep it under $100,000. On Wednesday, the US Federal Reserve approved a 25-basis-point interest rate cut, marking the third this year and aligning with market expectations. Typical of its previous pre-FOMC price action, Bitcoin rallied above $94,000 on Monday, but the media’s hawkish depiction of the rate cut reflects a Fed that is divided over the future of US monetary policy and the economy. Given the “hawkish” label associated with this week’s rate cut, it’s possible that Bitcoin price could sell on the news and remain range-bound until a new momentum driver emerges. CNBC reported that the Fed’s 9-3 vote is a signal that members remain concerned about the resilience of inflation, and that the rate of economic growth and pace of future rate cuts could slow in 2026. Read more