Bitcoin

Investors awaited the Fed’s rate cut, but analysts warn it may not fuel a year-end crypto rally. The Fed’s technical moves aim to stabilize the financial system, not boost markets, leaving crypto cautious.

Analyst Michaël van de Poppe argues that while the Fed’s rate cut grabbed headlines, the real story is the quiet restart of Quantitative Easing. This injection of liquidity, he says, will inevitably drive up the price of scarce assets like Bitcoin, despite short-term volatility.

Analyst Michaël van de Poppe argues that the Fed’s recent rate cut is a distraction from its more significant move: restarting quantitative easing. This ‘money printing’ is expected to drive up the prices of scarce assets like Bitcoin and gold, despite short-term volatility and an underlying economic crisis.

Netflix is developing a comedy film called ‘One Attempt Remaining’ about a divorced couple racing to access a crypto wallet now worth millions, highlighting the real-world problem of lost passwords in cryptocurrency.

Crypto trading volumes have collapsed by 66%, a quiet period that experts warn often precedes major market movements. Meanwhile, a significant amount of Bitcoin is being withdrawn from exchanges, suggesting long-term accumulation and a potential supply squeeze.

Vanguard, a major investment firm, still views Bitcoin as a speculative ’toy’ unsuitable for long-term wealth building. However, the company has begun allowing its clients to access Bitcoin ETFs offered by competitors like BlackRock and Fidelity on its platform.

For the first time in a decade, Bitcoin is on track to end the year lower while the S&P 500 posts significant gains, marking a historic decoupling. The divergence is attributed to a boom in AI stocks versus forced selling in crypto, though investors remain cautiously optimistic about 2026.

Michael Saylor of Strategy has proposed that nations create digital banking systems backed by Bitcoin reserves, arguing this could attract trillions in capital and offer better savings rates. However, critics point to Bitcoin’s volatility as a significant risk.

Cathie Wood of Ark Invest argues that Bitcoin’s traditional four-year cycle is broken due to institutional adoption, suggesting a major crash is unlikely and the market bottom may already be in.

Over 400,000 bitcoin have been withdrawn from exchanges in the past year, representing 2% of the total supply. This trend, driven by retail and institutional investors moving to cold storage and ETFs, signals a shift toward scarcer supply and a more mature market.