Bitcoin ETF buyers are trend followers, not setters, DWF Labs says

Bitcoin ETFs draw $528 million as ether funds snap five-day outflow streak

Miner Subsidy Crisis & Unit Bias: Why Bitcoin Needs a Transactional UoA

Bitcoin ETFs attract $1.08 billion in 3 days but it may not be enough for a steep rally

Bitcoin Exchange-Traded Funds (ETFs) have successfully attracted $1.08 billion in net inflows over a three-day period. Despite this significant capital injection, the article suggests that these inflows might not be substantial enough to trigger a steep rally in Bitcoin's price. Historical data indicates that past steep rallies were fueled by daily net inflows into ETFs averaging around $235 million. According to analysis by CoinDesk, the current pace of inflows into these Bitcoin funds has not yet reached that historical benchmark necessary for a comparable market surge.

“Massively Undervalued” – Samson Mow on MSTR & Bitcoin Treasuries

JAN3 CEO Samson Mow contends that Bitcoin treasury firms, exemplified by MicroStrategy (MSTR), are significantly undervalued in the current market. He emphasizes their critical function as "buyers of last resort" within the Bitcoin ecosystem, consistently accumulating the digital asset. Mow explains that this continuous institutional demand and acquisition accelerate a global scarcity race, solidifying Bitcoin's position as a finite resource and enhancing its long-term value proposition. His analysis points to a market inefficiency where the strategic importance and impact of these firms on Bitcoin's supply dynamics are not fully reflected in their valuations.

Jeff Walton: Where the Next Trillion Dollars for Bitcoin Comes from, $SATS IPO Update

Jeff Walton, featured on Bitcoin Magazine, explores the origins of the next trillion dollars for Bitcoin. He discusses Strive's recent success in raising $700 million for Bitcoin, despite wider market challenges indicated by CCC spreads. Walton's insights shed light on the implications of this capital for the development and adoption of Bitcoin-backed preferred equity and rated capital, signaling increasing institutional engagement and sophisticated investment pathways within the Bitcoin ecosystem.

Morning Minute: Bitcoin Tops JPMorgan’s Ten-Year Forecast for All Assets

JPMorgan has projected that Bitcoin is set to surpass the performance of all other major asset classes, including real estate, stocks, and gold, over the upcoming 10 to 15-year period. This long-term forecast from a prominent financial institution highlights Bitcoin's potential as a leading investment.

Bitcoin risk management grows more popular as the 'just bet on price' era fades

Bitcoin ‘top buyers’ halt BTC price upside with $87.7K now key: Glassnode

According to recent analysis, Bitcoin (BTC) is encountering significant price resistance around the $87,000 mark. This crucial resistance level is reportedly being reinforced by a cohort of investors identified as 'top buyers' who accumulated BTC in late 2025. Their current market behavior, likely taking profits or setting sell limits, is hindering upward price momentum. The research suggests that for Bitcoin to break past this barrier, it would need to overcome the selling pressure originating from these specific market participants. The $87,700 level is thus highlighted as a key psychological and technical resistance point, crucial for assessing Bitcoin's immediate price trajectory.

Bitcoin Could Outperform Most Assets, JPMorgan Says — But the Bank Still Won’t Recommend It

Sam Callahan: Bitcoin Doesn’t Need Rate Cuts to Succeed

Sam Callahan argues that Bitcoin's success is not contingent on interest rate cuts, emphasizing its resilience amidst broader economic instability. The article, featured in Bitcoin Magazine, delves into the depreciation of the USD, noting a 20% loss in purchasing power over five years. It further analyzes critical macro-financial topics such as financial repression, surges in core Personal Consumption Expenditures (PCE), and significant historical declines in the U.S. bond market, presenting a comprehensive macro-economic rationale for Bitcoin's enduring value proposition.

Michael Howell: Bitcoin as the Apex Liquidity Asset

Michael Howell of CrossBorder Capital argues that global liquidity is the fundamental driver of market movements. He explains his view that Bitcoin is increasingly establishing itself as the premier liquidity asset within a global economic environment characterized by currency debasement. This article, titled 'Michael Howell: Bitcoin as the Apex Liquidity Asset,' was originally published in Bitcoin Magazine and authored by Patrick Green.

JPMorgan sees 10% annual bitcoin returns, topping stocks, bonds and gold over next decade

Putin: "Who Can Ban Bitcoin? Nobody"

JPMorgan projects Bitcoin to outperform US stocks and gold over next decade

BlackRock’s IBIT Bitcoin ETF draws $665 million inflow, highest since October 2025

BlackRock's IBIT Bitcoin ETF recorded a significant capital influx, drawing $665 million in inflows. This marks the ETF's highest inflow volume since a period in October 2025 (assuming a past peak, given the context). Min Jung, an associate researcher at Presto Research, indicated that this substantial investment activity suggests investors might be strategically positioning themselves for a potential 'catch-up trade' in bitcoin, reflecting strong market interest and movement towards the asset.

US Bitcoin ETFs draw $527M in biggest showing since September

US Bitcoin Exchange-Traded Funds (ETFs) experienced their most substantial capital influx since September, totaling $527 million. BlackRock's IBIT emerged as the primary contributor to these gains, recording $665.2 million in inflows. These significant inflows from BlackRock's fund successfully counterbalanced withdrawals observed from other major Bitcoin ETF providers, specifically Fidelity and Grayscale. Furthermore, other Bitcoin funds mentioned in the report demonstrated no net capital movements, indicating a concentrated interest in certain products like IBIT while other parts of the market saw mixed or neutral activity.

The Architecture of Money: Mapping Financial Power in the Age of Bitcoin

This article, featured in Bitcoin Magazine, delves into "The Architecture of Money: Mapping Financial Power in the Age of Bitcoin." Authors Carlijn Kingma, Thomas Bollen, and Martijn Jeroen van der Linden explore "The Waterworks of Money" to uncover the hidden structures of global finance and analyze Bitcoin's significant role and potential impact within Europe's evolving monetary future.

Metaplanet to take 93.7% stake in Super League through 2,100 BTC deal

Metaplanet is reportedly acquiring a 93.7% stake in Super League through a deal valued at 2,100 BTC. This strategic move is designed to grant Metaplanet access to US capital markets. The company plans to utilize preferred stock offerings within these markets to secure financing, specifically earmarking these funds for further Bitcoin purchases. This initiative underscores Metaplanet's ongoing commitment to Bitcoin as a core treasury asset and its strategy to expand its holdings through sophisticated financial instruments, signaling a significant institutional embrace of Bitcoin for corporate treasury management and expansion.

No ‘Uptober’ Yet: Bitcoin Slips 2% in a Month That’s Historically Bullish

Strategy Keeps Buying: Third Purchase This Month Brings October Spending to $73 Million

Bitcoin Magazine reports that a bitcoin treasury company has completed its third Bitcoin purchase in October. This latest acquisition contributes to the company's total spending of $73 million on Bitcoin during the month, signaling ongoing institutional accumulation.

Richard Byworth: Bitcoin’s Next Run “Just a Mater of Time” thanks to Seller Exhaustion

According to Bitcoin Magazine, Richard Byworth asserts that Bitcoin's next significant price run is merely a matter of time, attributing this outlook to widespread seller exhaustion in the market. He also provides guidance on safely generating yield from Bitcoin holdings. Byworth specifically advises against employing covered calls during rallies, instead advocating for basis trades as a more secure and market-neutral strategy for earning yield on Bitcoin.

Jeff Park: What The AI Pain Trade Means For Bitcoin

Jeff Park discusses the implications of the "AI Pain Trade" for Bitcoin, suggesting that as major firms like Strategy and Google adopt specific securities, digital credit will emerge as the foundational element for future income streams and valuation models. The article, published on Bitcoin Magazine, positions Bitcoin within this evolving economic landscape, highlighting its role in the future of finance and valuation.

Fundstrat Analyst Sean Farrell: Bitcoin to $100k by Year End + MSTR MSCI Exclusion