For the first time in its history, Bitcoin’s price trajectory has diverged from the growth of the global money supply, breaking a long-standing correlation with traditional liquidity flows. According to Charles Edwards, founder of Capriole Investments, this unprecedented decoupling is driven by mounting concerns over quantum computing’s threat to Bitcoin’s cryptographic security. This shift in market dynamics coincides with continued weak demand for Bitcoin spot ETFs, presenting a complex picture for the leading cryptocurrency as it trades near $92,100.
about Bitcoin Decouples from Global Money Supply Amid Quantum Computing FearsCapriole Investments
0 in Finance and 0 in Crypto last weekInstitutions Return to Bitcoin Accumulation, Signaling Potential Rally
On-chain data reveals a pivotal shift in institutional Bitcoin behavior, with major investors transitioning from net sellers to net buyers for the first time since late 2025. This pattern, historically a precursor to significant price appreciation, is being highlighted by market analysts as Bitcoin breaks above $93,800. The return to accumulation by both broad institutional entities and dedicated corporate treasuries suggests a resurgence of confidence that could signal the next major market move.
about Institutions Return to Bitcoin Accumulation, Signaling Potential RallyBitcoin Hash Ribbons Signal Miner Capitulation May Be Over
A key on-chain metric suggests the prolonged period of stress for Bitcoin miners may have reached its conclusion. The Hash Ribbons indicator, created by analyst Charles Edwards of Capriole Investments, has printed a fresh buy signal as the 30-day moving average of Bitcoin’s hashrate crossed back above the 60-day average. This crossover, historically a precursor to bullish price action, indicates that miner conviction is returning after a phase of capitulation, potentially marking a significant inflection point for the BTC market.
about Bitcoin Hash Ribbons Signal Miner Capitulation May Be OverQuantum Computing Threatens Bitcoin: 34% Risk in 3 Years
A stark warning from a prominent crypto analyst suggests that the very foundation of Bitcoin—its cryptography—faces an existential threat from advancing quantum computing. Charles Edwards, founder of Capriole Investments, has quantified this risk at a 34% probability within the next three years, applying a corresponding discount to Bitcoin’s current valuation and highlighting a countdown that grows more urgent with each passing day.
about Quantum Computing Threatens Bitcoin: 34% Risk in 3 YearsBitcoin Nears Key Inflection Point as Miner Margins Compress
Bitcoin is trading at a critical juncture as miner profitability metrics signal potential market bottom formation. The cryptocurrency rallied to $91,950 while hovering just above key production cost levels. Current data suggests the market faces a decisive inflection point with possible final downside movement, creating uncertainty about the sustainability of recent gains.
about Bitcoin Nears Key Inflection Point as Miner Margins CompressBitcoin Bullish Signals Emerge Despite Price Drop
Despite Bitcoin’s recent 7% price decline to around $87,000, key technical indicators from Capriole Investments suggest the cryptocurrency may be poised for a rebound. Founder Charles Edwards points to bullish signals in both derivatives market data and network valuation metrics that have historically marked local bottoms for Bitcoin, leading him to declare he ‘cannot be bearish’ on the digital asset despite current headwinds.
about Bitcoin Bullish Signals Emerge Despite Price DropAltcoin Speculation Holds Steady Despite Bitcoin Drop
New data reveals stable altcoin speculation levels despite Bitcoin’s recent price decline, suggesting early signs of risk re-entry in cryptocurrency markets. The Altcoin Speculation Index remained flat around 25% during October’s BTC downturn, indicating resilient investor interest in alternative digital assets. This stability points toward a potentially more mature altcoin cycle ahead.
about Altcoin Speculation Holds Steady Despite Bitcoin DropBitcoin Taproot Supply Drops 3% Amid Quantum Security Fears
Bitcoin’s Taproot address supply has declined by 3% since January 2024, sparking intense debate among cryptocurrency analysts about whether this represents strategic repositioning or early holder sell-offs. The trend coincides with growing concerns about quantum computing threats to cryptocurrency security, with experts divided on whether the movement signals market capitulation or institutional custody evolution.
about Bitcoin Taproot Supply Drops 3% Amid Quantum Security FearsBitcoin Hits $106K as Fed Policy & Shutdown End Fuel Rally
Bitcoin surged past $106,000 in early European trading on Monday, November 10, 2025, as shifting Federal Reserve policy and potential resolution to the US government shutdown created favorable liquidity conditions. The rally reflects renewed optimism about macro liquidity drivers fueling crypto markets, with traders pointing to three interconnected factors driving the price surge: Federal Reserve balance sheet guidance, Washington shutdown resolution prospects, and fresh policy chatter reviving liquidity narratives.
about Bitcoin Hits $106K as Fed Policy & Shutdown End Fuel RallyBitcoin Whale Selloff: On-Chain Nuance vs. Dumping Narrative
Recent Bitcoin price declines have sparked narratives about OG whales dumping their holdings, with over 1 million BTC moving from dormant addresses since June 2024. However, on-chain analysts reveal significant nuance behind these massive coin movements, suggesting not all transfers represent outright selling. The data shows surprising resilience from ETF investors amid the supposed whale exodus, indicating a more complex market dynamic than surface-level readings suggest.
about Bitcoin Whale Selloff: On-Chain Nuance vs. Dumping NarrativeBitcoin Whales Dump 1M BTC, Risking $70K Price Drop
Long-term Bitcoin holders have sold over 1 million BTC since June, creating unprecedented selling pressure that explains Bitcoin’s underperformance compared to other risk assets throughout 2025. Despite this massive outflow from so-called ‘OG whales’—investors holding for seven years or more—the market has shown surprising resilience in absorbing these large sell-offs without the dramatic price collapses typical of previous cycles. However, analysts from firms including Capriole Investments and 10X Research warn that recent failures to reclaim critical support levels, combined with significant liquidation events, could drive Bitcoin prices down to $70,000.
about Bitcoin Whales Dump 1M BTC, Risking $70K Price DropBitcoin Eyes $150K as Analysts Predict Quick Breakout
Bitcoin is poised for a rapid surge to $150,000 as analysts draw parallels with previous crypto cycles and point to growing safe-haven demand. The cryptocurrency’s recovery above $120,000 coincides with renewed investor interest amid macroeconomic uncertainty. Central bank policies and gold’s performance are providing additional catalysts for Bitcoin’s upward trajectory.
about Bitcoin Eyes $150K as Analysts Predict Quick Breakout