Arca is blaming Strategy's sale of 32 BTC for last week's BTC crash, not AI capital rotation, as Strategy's Saylor claimed.
Coinbase strategist John D'Agostino says institutions are buying Bitcoin near $65,000, while ETF ownership and corporate demand remain firm.
Institutional investors are showing stronger interest in Bitcoin at lower price levels than at market highs, according to a senior Coinbase executive. There is a growing preference among large investors to accumulate the cryptocurrency during periods of weakness rather than chase rallies.
Jiang Zhuoer of BTC.TOP called the week's sell-off speculation overblown, arguing Strategy's small debt and the design of its preferred shares let it keep buying.
Bitcoin (BTC) has climbed back above the $63,000 level after falling to its lowest point since 2024 last week. Even so, two AI models analyzed by CCN suggest that the path ahead for BTC is likely to remain uneven, with multiple outcomes depending on how macroeconomic signals and market positioning develop.
Coinbase's Head of Institutional Strategy, John D'Agostino, stated on CNBC that the recent drop of Bitcoin below $60,000 did not slow down the interest of big capital. The executive declared that family offices and sovereign wealth funds are taking advantage of this discount to aggressively increase their positions in the current market.
Peter Schiff's bitcoin poll reignited debate after most respondents indicated that even a collapse to $0 would not prove his bearish case correct, while others pointed to thresholds between $20,000 and $1,000. Schiff also warned that technical weakness could drive BTC toward $25,000 to $27,000, raising scrutiny of Strategy Inc.'s exposure.
Bitcoin flows turn risky as $60k support comes into question.
Bitcoin has reclaimed the $63,000 level after losing the $60,000 mark last Friday in a breakdown that forced the most significant reassessment of market structure since the February lows.
Bitcoin price started a recovery wave above the $62,500 zone. BTC is consolidating and might aim for more gains if it clears the $64,000 resistance zone.
Jiang Zhuoer, CEO of BTCTOP and one of China's best-known Bitcoin mining figures, pushed back against fears that Strategy could become a major forced seller of BTC, arguing that the company's balance-sheet risk remains manageable even under a severe Bitcoin drawdown. In a post on X, Jiang said he does not believe MicroStrategy, now Strategy, will “substantially net sell BTC,” pointing to a group discussion he shared on the company's liabilities, STRC interest payments, funding structure and market concerns.
There are moments when the crypto market throws us contradictory signals. The latest one is impossible to overlook: while the Nasdaq suffers its worst single-day drop since April 2025, Bitcoin not only stands its ground but rebounds with unusual aggression.