“Discipline buys what panic discounts.”
QUESTION OF THE DAY
If IBIT finally pops $100B AUM, do you treat it as a liquidity magnet for the next leg—or a “congrats, now we rest” signal? What’s your rule, and will you actually follow it?
MARKET ANALYSIS
- Bitcoin buyers build bids at $105K as crypto market meltdown nears conclusion (Cointelegraph)
- Bitcoin Could Be Cracked by Quantum Computers in 2-3 Years, Analyst Alerts (UToday)
- Bitcoin Tests Key Support as Bullish Optimism Fades (CoinDesk)
- Leveraged Liquidations Underscore Bitcoin’s Equity Sensitivity, Citi Says (CoinDesk)
- Bitcoin-gold correlation increases as BTC follows gold’s path to store of value (Cointelegraph)
- Bitcoin Reasserts Dominance Over Ethereum as Trump Trade Spat Escalates (Decrypt)
- Bitcoin threatens $107K next as yearly open becomes key BTC price floor (Cointelegraph)
- Bitcoin traders fear $102K BTC price dive next as gold sets new highs (Cointelegraph) (E)
- 'Forget Bitcoin 4-Year Cycle, This Market Is Different,' Analyst Michael van de Poppe (UToday) (E)
BITCOIN NETWORK
- Bitcoin Core v30 Upgrade in Spotlight Again, Will Community Ever Unite? (UToday)
- Bitcoin Faces Quantum Computing Threat in Just 2-8 Years, Warns Charles Edwards (The Daily Hodl)
BITCOIN MINING
- Shark Tank's Kevin O'Leary is betting big on Bitcoin mining (The Street)
- Bitfarms names ex-Lazard banker Jonathan Mir CFO amid AI data-center pivot and 5x stock rally (The Block)
ADOPTION
- No, US Government Is Not Selling Bitcoin (UToday)
- Is Elon Musk Getting Interested in Bitcoin Again? (CoinDesk)
STRATEGIC RESERVE and DATs
- 'U.S. Targets Cambodian Pig Butchering, Takes $14B in Bitcoin as Biggest Ever Seizure (CoinDesk, Cointelegraph, Finbold, Decrypt, BeInCrypto, The Block)
ETHEREUM
- Ether drops 8%, but traders say ETH price breakout to $10K is ‘loading’ (Cointelegraph)
- Ethereum Foundation deploys fresh 2,400 ETH using DeFi lender Morpho (The Block) (E)
ALTCOINS
- Analyst Puts BNB at $2,000, Marking it as the Next Crypto to Explode as Snorter Token Soars (NewsBTC)
STABLECOINS
- Stripe's Bridge Applies for National Bank Trust Charter to Expand Stablecoin Business (CoinDesk, BeInCrypto)
- Tether and Circle’s Dominance Is Being Put to the Test (CoinDesk)
- Circle taps Safe as 'premier institutional storage solution' for USDC stablecoin (The Block, CoinDesk)
- Analysts see Circle as top stablecoin play, saying USDC will 'supplant fiat' in $20 trillion cross-border payments market (The Block)
- Circle Called ‘Most Important’ Stablecoin Player by Investment Firm William Blair (CoinDesk)
- S&P Global brings stablecoin risk ratings onchain via Chainlink (The Block)
ETFs
- Did BlackRock just dump $1 billion in Bitcoin ahead of today’s Fed speech? (Finbold)
EXCHANGES
- Coinbase Rolls Out the 'Blue Carpet' for Binance’s BNB Token (CoinDesk, The Block, Decrypt) (E)
POLITICS
- Democrats counter US crypto framework; bill grinds to a halt (Cointelegraph)
- New GOP bill aims to codify Trump's executive order on crypto and private equity in 401(k) retirement plans (The Block)
LEGAL
- Celsius wins nearly $300 million from Tether in bankruptcy case, a fraction of its $4.3 billion claim (The Block, The Street, Bankless, Decrypt, CoinDesk, Cointelegraph)
VOICES
- Dan Morehead: Strategy's Saylor 'Opened' My Eyes (UToday)
- JACK DORSEY: "The U.S. dollar gets less and less valuable every day as they print more and more money. You can't do that with Bitcoin."
- Max Keiser: Bitcoin Will Continue to Outperform Everything (UToday)
- Samson Mow: The Bitcoin bull market is behind schedule and may push into next year, with multiple countries considering a Strategic Bitcoin Reserve "It's a matter of time before we see a massive run-up and a massive nation-state FOMO panic." (E)
- Henrik Zeberg: Bitcoin is in an ‘extreme bubble’, to ‘crash horrendously’, top macroeconomist says (Finbold) (E)
WHAT TO WATCH
LISTEN TO THIS!
Why Bitcoin's Biggest Threat - and Opportunity Might - Come from Quantum Physics | The Charlie Shrem Show
