Bitwise found portfolios combining gold and bitcoin delivered superior risk-adjusted returns across major market drawdowns and recoveries.
The firm said accelerating tokenized credit volumes, rapid adoption of Figure Connect, and margin expansion underpin its bullish outlook.
Global crypto asset funds saw $454 million in net outflows last week amid weakening rate-cut expectations, according to CoinShares.
The bank also pointed to infrastructure revenue, including Base and derivatives, as emerging buffers against trading volatility.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Matt Hougan said crypto's early-2026 momentum depends on avoiding major blow-ups, progress on U.S. legislation, and stable equities.
Bitcoin-specific inflows retreated 35% to $26.9 billion, while Ethereum, XRP, and Solana products absorbed over $20 billion combined.
The purchase brings Strategy’s total bitcoin holdings to 672,497 BTC, acquired at an average price of about $74,997 per bitcoin.
TD Cowen said the added cash strengthens Strategy’s ability to operate through a “prolonged crypto winter” by improving liquidity.
The lease pushes operating cost risk to the tenant while securing long-dated, backstopped cash flows, improving earnings visibility.
JPMorgan highlighted rising engagement and monetization potential across both transaction and subscription products.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
K33 predicts early holder selling will ease in 2026, with two-year bitcoin supply recovering as net buy-side demand emerges.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Hougan also expects bitcoin to show lower volatility and falling correlation with stocks, creating a favorable "trifecta" for investors.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
It marks the third consecutive week of inflows, reflecting a cautious yet optimistic investor base, Head of Research James Butterfill said.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
The firm said bitcoin could move toward $112,000 in the near term, but only if it clears two key resistance levels first.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
Standard Chartered has halved its end-2025 bitcoin target to $100,000 but noted that the long-term bull case remains intact.
Bitcoin appears pinned near $90,000 ahead of the FOMC, with analysts arguing that Powell’s guidance will dictate crypto’s next major move.
Bitwise CIO Matt Hougan said crypto is positioned for 10–20x growth as tokenization, bitcoin, and stablecoins gain mainstream adoption.
It marks the second consecutive week of inflows alongside outflows from short ETPs, hinting at easing negative sentiment, CoinShares said.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
JPMorgan reiterated that its bitcoin-to-gold model still points to a theoretical price of about $170,000 in the next 6–12 months.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.
CQ’s Julio Moreno told The Block that if the bear market continues, bitcoin could trade between $70,000 and $55,000 next year.
Upcoming U.S. policy changes, 401(k) access, and pro-crypto regulatory momentum create a stronger medium-term backdrop for bitcoin, K33 said.
The following article is adapted from The Block’s newsletter, The Daily, which comes out on weekday afternoons.