Why Bitcoin Is Decoupling From the Fed and ETFs in 2026
The Bitcoin price has surged back above $69,000 after experiencing a major decline last week. While the price appears to be rebounding from the downtrend, a market analyst has warned that the BTC could still face another price crash.
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Fresh BTC Purchase: Strategy bought 4,871 BTC for about $329.9 million, lifting its holdings to 766,970 BTC while remaining roughly 8% underwater. Funding Engine: Strategy relied heavily on STRC preferred share issuance, raising $227 million alongside $72 million from common stock to fund its latest acquisition.
Bitcoin (BTC) has finally reclaimed $70,000 following a broader crypto market rebound. This recent rally soon triggered $300 million worth of liquidations in short positions across the market in just 24 hours.
Bitcoin nears $70K after a sharp rebound as risk appetite improves, but the rally needs nearby support to hold or it may fade into a relief bounce.
Strategy resumed its Bitcoin buying after a one-week pause, picking up nearly 5,000 coins below its average cost basis as prices remain under pressure.
Strategy's on-paper bitcoin losses generated a $2.42 billion deferred tax asset, according to its latest 8-K filing.
The win landed the same week listed miners Riot, MARA, and Genius Group disclosed selling more than 19,000 BTC from their treasuries.
Strategy (NASDAQ:MSTR) added 4,871 Bitcoin for $329.9 million last week at $67,718 per coin, bringing total holdings to 766,970 Bitcoin (CRYPTO: BTC) with an average cost basis of $75,644. The Accumulation Machine Last week's purchases were mostly funded through $227.3 million in sales of the company's STRC preferred stock.
Quantum Debate: Samson Mow warned that rushing a post‑quantum upgrade for Bitcoin could introduce new vulnerabilities and weaken the network before quantum computers become a real threat. Performance Risks: He highlighted that PQ signatures may be dramatically larger, reducing Bitcoin throughput and potentially triggering renewed conflict over block size and network efficiency.
Bitcoin's stability reflects inactive supply and steady demand, as pressure builds beneath the surface.