London BTC Company Ltd (LSE:BTC, OTCQB:VINZF) has outlined expansion plans that would lift its North American mining fleet by about 30% next year, taking it to roughly 1,500 ASIC machines. The group, which already operates around 1,100 miners across the US and Canada, said it intends to fund the increase from its debt-free balance sheet, aiming to boost hashrate and grow the bitcoin held in treasury.
Bitcoin ( CRYPTO: BTC ) price predictions remain contentious, but the run-up to 2026 has inspired wild forecasts.
Bitcoin is experiencing a correction driven by liquidity tightening, not a macro trend reversal. Fed reserve balances are stabilizing, signaling potential easing of market tensions and improved outlook for risky assets like BTC. Long-term holders' selling pressure has subsided, with signs of renewed accumulation supporting a bullish continuation.
Michael Saylor argues Bitcoin is the "one chair" worth sitting on, but is it? I think most investors need multiple "chairs", with Bitcoin exposure limited to 15-30% of their portfolios. A 100% allocation to BTC is not advisable; historical data shows excessive volatility and risk of significant capital loss in bear markets. Bitcoin remains the most asymmetric long-term bet for investors convinced it will mature into a global reserve asset, but minimal exposure (1-5%) to BTC offers little upside today.
Bitcoin's circulating supply continues to contract as ETFs, corporate treasuries, and long-term holders absorb a growing share of total coins. Bitcoin's role as collateral and benchmark asset across stablecoins and lending products is expanding its monetary premium. The SEC's in-kind redemption approval allows ETFs to hold Bitcoin directly, thereby reducing liquidity and slowing market velocity.
London BTC Company Ltd (LSE:BTC, OTCQB:VINZF) has set out an upbeat half-year update, with chairman David Lenigas stating “the foundations for growth are firmly in place,” as the group scales its mining fleet and adds to its stash of Bitcoin.
Grayscale Bitcoin Mini Trust ETF offers the lowest expense ratio among top spot Bitcoin ETFs, making it an attractive option for easy, liquid BTC exposure. BTC has meaningfully grown assets under management since 2024, but recent capital outflows from spot Bitcoin ETFs signal rising market caution after the October 10th liquidation event. Compression of mNAV in Bitcoin DATs is limiting new share issuance and could prompt asset sales, adding further downside risk for BTC and related funds.
After the bloodbath to start the month, crypto markets regained their footing with strong bids across the board.
Bitcoin is at a critical support level near $97,000, presenting a make-or-break moment for its price trend. Despite bearish signals—liquidity tightening, EMA breakdowns, and a strong dollar—there are catalysts for a potential final rally. Shifts in Fed policy, possible liquidity injections, and institutional adoption via ETFs and regulation could support BTC in the short term.
Strategy (MSTR) continues its Bitcoin-focused treasury model, raising capital to buy BTC and functioning as a levered bet on Bitcoin. Shares trade at a premium to BTC holdings per share, making MSTR highly sensitive to Bitcoin price movements. Preferred stock approach reflects their improved credit rating but presents risks of long-term dividend expenses that must be supported with further financing.
With a market capitalization of more than $2.1 trillion (it was higher just a few weeks ago), Bitcoin (CRYPTO:BTC) is clearly a top asset on the minds of many investors.
Bitcoin experienced a rare $13,000 whiplash, triggering a massive deleveraging and testing the 200-day moving average as key support. BTC's short-term outlook depends on defending the 200D average and volatility normalizing, with resistance at the 126k level. On-chain data shows long-term holders are not capitulating, suggesting the move was a leverage purge, not a macro top.