Bitcoin: 2 Key Set-Ups For A Higher Price
Bitcoin (BTC-USD) has not yet peaked in this cycle in my opinion, with consolidation suggesting further upside potential. BTC's price lags behind global M2 money supply, indicating room for a catch-up rally to at least $150,000. A bullish divergence on the daily chart and historical RSI patterns support the likelihood of a new all-time high.
America's Credibility Is Eroding: Buy Bitcoin
The US economy shows mixed signals with inflation near 3%, decent GDP growth, but a softening labor market amid high 10-year yields and Fed politicization. Yet, US equities are at an all-time high. I think this is an effect of USD debasement; the S&P 500 is flat in gold terms since 2016 and declining in Bitcoin terms. Global expansionary monetary and fiscal policies, compounded by demographics, AI disruptions, and geopolitics, erode governments' credibility worldwide, including America's.
Bitcoin ETFs see over $600M in inflows as BTC price nears $120K
Bitcoin exchange-traded funds extended their streak of inflows this week, with no recorded outflows since September 26. Over the four trading sessions from September 29 to October 2, inflows exceeded $2.25 billion, indicating a surge in investor optimism surrounding the cryptocurrency.
Bitcoin: Wall Street Has Taken Over Main Street, Sellers Beware
Bitcoin market cycles are being disrupted by rising institutional ownership, now at 14%, leading to greater price stability. Traditional whale-driven sell-offs are less effective as institutional investors hold for the long term and are less swayed by volatility. BTC's largest recent drawdown was only 30%, compared to 50% in 2021 and multiple 30% drops in 2017, highlighting increased resilience.
BTC To AI: IREN Stock Compelling After Sell Off?
IREN stock (NASDAQ: IREN), which is the largest publicly listed Bitcoin miner that has shifted its focus to AI cloud computing, has emerged as one of the most notable stocks of 2025, increasing nearly four times year-to-date to approximately $42. Nevertheless, the upward momentum weakened on Friday, as the stock dropped nearly 10% following JPMorgan's downgrade from neutral to underweight, effectively categorizing it as a sell.
We're Witnessing Stock Market History: Potentially 3 Bubbles Are Occurring at the Same Time
For more than three decades, investors have typically had a game-changing innovation or next-big-thing technology to captivate their attention and wallet. Perhaps the best example is the advent and proliferation of the internet in the mid-1990s, which sent the benchmark S&P 500 (^GSPC -0.64%), iconic Dow Jones Industrial Average (^DJI -0.20%), and growth-focused Nasdaq Composite (^IXIC -1.15%) soaring.
3 Stocks That Beat Bitcoin in 2025
It's been a banner year, so far, for cryptocurrency enthusiasts worldwide. Bitcoin (CRYPTO:BTC), the world's most popular cryptocurrency, touched an all-time high of $124,457.12 in mid-August before pulling back to around $110,000 in the month's final trading days.
How Ethereum Treasury Companies are Following the BTC Playbook
Crypto treasury companies are evolving beyond Bitcoin. While pioneers like MicroStrategy showed the world what was possible, companies like Bitmine Immersion are now taking that playbook and applying it to Ethereum.
Bitcoin: The Last Rally Is Loading
I remain bullish on Bitcoin, maintaining a Buy rating with a cycle price target of $175,000 and a bull case of $300,000 before 2026. We are in the euphoria stage, evidenced by rampant crypto IPOs, mergers, and proliferation of treasury companies. Despite signs of exuberance, macro conditions and strong demand from treasury companies suggest another major rally is likely before a cycle-ending bear market.
BTC Revaluation Masks A Tough Q2 For Riot Platforms
Riot Platforms remains highly dependent on Bitcoin mining, with 92% of Q2-25 revenue from BTC despite efforts to diversify. Profitability is weak: positive net income was solely due to BTC revaluation; core operations are unprofitable even with high BTC prices. The company shifted from HODLing to selling most mined BTC in Q2, signaling possible industry stress and the need to fund data center expansion.
London BTC Company tops 1,000 Bitcoin miners in North America
London BTC Company Ltd (LSE:BTC, OTCQB:VINZF) has passed a key milestone with more than 1,000 specialised Bitcoin mining computers now operating in the United States and Canada, according to an announcement on Thursday. The company, which holds and mines Bitcoin as part of its core business, said that growing its North American mining fleet is central to its current strategy.
NEOS Bitcoin High Income ETF Utilizes A Call Option Strategy To Generate Double Digit Yields
BTCI offers a unique way to generate high monthly income from Bitcoin's volatility, with a current annualized yield exceeding 25%. The ETF uses a synthetic covered call strategy, trading off some BTC upside for immediate income, making it ideal for income-focused investors. BTCI has delivered a 54% total return since inception, combining strong income with capital appreciation, though it underperforms pure BTC exposure.
