Final Trade: BTC, IGV, MSTR, FCX
The final trades of the day with CNBC's Melissa Lee and the 'Fast Money' traders.
Bitcoin in 2026: Speculative Mania or Strategic Allocation?
Bitcoin heads into 2026 torn between volatility and legitimacy, with ETF adoption, regulation progress and big risks shaping its role in portfolios.
Wall Street Breakfast Podcast: Big Bitcoin Bull Blinks
Standard Chartered slashes Bitcoin (BTC-USD) price targets, now seeing $100K in 2025 and $225K in 2027, citing waning ETF and DAT demand. Nvidia (NVDA) unveils a geolocation feature for AI GPUs to prevent smuggling into restricted markets, leveraging confidential computing and server latency.
London BTC Company sets sights on larger US mining fleet and potential Nasdaq dual listing
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 $150K or $250K by 2026? Why Analysts Are Split on BTC's Next Bull Cycle Pea
Bitcoin ( CRYPTO: BTC ) price predictions remain contentious, but the run-up to 2026 has inspired wild forecasts.
Bitcoin: Correction Or Bear Market?
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.
Bitcoin: How Many Chairs Should You Be Sitting On?
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: Shrinking Supply, Institutional Demand Driving Its Transformation Into Monetary Infrastructure
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 says “foundations for growth are firmly in place” as miners and treasury expand
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.
BTC: Bitcoin's Problematic DAT Setup (Rating Downgrade)
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.
Today's Dead Cat Bounce for BTC
After the bloodbath to start the month, crypto markets regained their footing with strong bids across the board.
Bitcoin: It's Now Or Never
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.
