Bitcoin trades 26% below fair value vs. gold: WisdomTree
Bitcoin's actual ratio to gold sits at 15.6 against a model fair value of 21.1, framing the trade as a relative-value dislocation rather than a directional bet on price.
Bitcoin-specific news — protocol activity, scaling layers, and BTC-centric applications.
Bitcoin's actual ratio to gold sits at 15.6 against a model fair value of 21.1, framing the trade as a relative-value dislocation rather than a directional bet on price.
Conviction-buyer holdings have tripled to roughly 4 million BTC since late 2025, draining liquid supply and putting 70% of recent buyers in the green ahead of any demand surge.
The ratio has topped its 200-day moving average for the first meaningful time since September 2020 — the same setup that historically preceded bitcoin's 2021 vertical phase by weeks to months.
Silent Payments advances on Bitcoin's base layer without adding trust, but shielded balances and auditable disclosure live elsewhere — strkBTC ships that gap, wrapped in a federation, bridge, and…
Operating profit nearly quadrupled and revenue climbed — the headline loss is a paper mark-to-market hit, not an operating failure, but it still dwarfs the entire quarter's revenue.
The 200-day SMA at $82,455 and the 200-day EMA at $82,027 now form the same resistance band — a clean reclaim flips the long-term trend back to bullish, a rejection hands control back to the bears.
The two-instrument framing is the Strategy playbook in one sentence: STRC absorbs the boring 0-11% volatility band for yield, MSTR keeps the leveraged upside. It is also a quiet pitch to credit desks.
The bounce off the 54% floor reclaims ground lost to the altcoin rotation through late 2025, but staying below the 62% peak leaves the rotation trade structurally intact.
On-chain analytics firm Santiment has flagged a notable divergence: wallets holding between 10 and 10,000 BTC…
Bitcoin has dropped beneath the $80,000 level, a psychologically significant threshold that the market had been…
Meta's model layers the post-halving supply crunch, spot ETF demand, corporate treasury adoption and rate-cut liquidity — a $180K-$250K range if those four lines stay intact, with a $65K-$80K…
Core CPI doubled to 0.4% in April and headline hit 3.8% — its fastest pace since May 2023 — flipping Fed-cut bets into a 35% chance of a 2026 rate hike.
The price rebound masks an unresolved Hormuz threat: slower oil-flow repair keeps inflation and Fed-tightening risk on the table, and Bitcoin still trades as the macro proxy that gets hit first.
Targets cluster between $150K and $250K as the panel calls an end to crypto winter, with one specific caller landing on $189,425 and Ethereum pitched as high as $12,000.
Revenue fell 23% year-over-year to $37M as the former bitcoin miner retools into AI infrastructure, but $533M in total liquidity keeps the build-out funded through the transition.
A long-term holder capitulated at a roughly 12% loss after buying near the October peak — another data point in the wave of late-cycle distribution from large wallets.
The treasury drawdown sent MARA from second to fourth among public bitcoin holders — a structural reordering, not a quarter-end liquidity shuffle, with 90% of non-hosted power earmarked for AI…
Burry's Nasdaq 100 call and oil above $105 are the macro tape the $BTC rally has to absorb this week — Tuesday's US inflation print is the next test.
A flagship Bitcoin Ordinals infrastructure project is winding down — and the closure of its companion trading app Zap alongside it signals financial pressure, not just a strategic pivot.
Billionaire investor Ray Dalio has publicly questioned Bitcoin's safe-haven credentials, citing three structural…