Billionaire investor Ray Dalio has sharpened his critique of Bitcoin’s role in official finance, arguing its public ledger creates fundamental vulnerabilities for sovereign wealth managers. While acknowledging the cryptocurrency’s scarcity, Dalio firmly contrasts it with gold, which he views as a superior asset for shielding wealth from state interference. This institutional skepticism emerges alongside a starkly divergent market outlook, where analysts project Bitcoin could reach $250,000 by 2027 despite near-term volatility.
about Dalio Warns Bitcoin's Transparency Limits Central Bank AdoptionGalaxy Research
0 posts last weekFidelity Strategist Warns Bitcoin Cycle May Have Peaked at $126K
Fidelity’s top markets strategist Jurrien Timmer has issued a sobering warning that Bitcoin’s October high of $126,000 could represent the peak of the current market cycle. Citing Bitcoin’s historical four-year rhythm tied to halving events, Timmer predicts 2026 will be a challenging down year, with key support expected between $65,000 and $75,000. This forecast emerges alongside other analyses suggesting heightened volatility and uncertainty for the coming year, even as long-term projections remain bullish.
about Fidelity Strategist Warns Bitcoin Cycle May Have Peaked at $126KGalaxy Research: Bitcoin $250K by 2027, Turbulent 2026 Ahead
Galaxy Research has laid out a starkly bifurcated forecast for Bitcoin: a turbulent and unpredictable 2026 followed by a potential surge to $250,000 by the end of 2027. The firm’s analysis suggests Bitcoin is undergoing a fundamental structural shift, evolving from a speculative tech asset into a more recognizable macro instrument, even as near-term price action remains mired in uncertainty. This maturation is being driven by accelerating institutional adoption, with US spot crypto ETF inflows projected to exceed $50 billion, despite the current market failing to firmly re-establish bullish momentum above the critical $100,000-$105,000 threshold.
about Galaxy Research: Bitcoin $250K by 2027, Turbulent 2026 AheadBitcoin Treasury Firms Face Darwinian Phase as Premiums Collapse
The once-thriving business model of Bitcoin treasury companies is unraveling, pushing the sector into a brutal survival-of-the-fittest phase, according to a stark new warning from Galaxy Research. The digital asset treasury (DAT) trade has hit its natural limit as equity prices for these firms have fallen below the net asset value (NAV) of the Bitcoin they hold, reversing a critical growth engine and transforming leverage from a tool into a threat. This breakdown, accelerated by Bitcoin’s sharp decline from its October peak, signals a fundamental reassessment of the entire crypto equity landscape.
about Bitcoin Treasury Firms Face Darwinian Phase as Premiums CollapseBitcoin 2025 Target Cut to $120K Amid Market Turmoil
Galaxy Research has dramatically lowered its Bitcoin price projection for 2025 from $185,000 to $120,000 following October’s severe market crash that triggered cascading liquidations across leveraged positions. The downward revision comes as 72 of the top 100 cryptocurrencies trade at least 50% below their all-time highs, reflecting broader market weakness compounded by whale distribution and rotation into competing narratives. Despite the challenging environment, analysts view the current phase as a necessary market reset rather than a cycle top, with Bitcoin entering what Galaxy describes as a ‘maturity era’ characterized by institutional absorption and passive flows.
about Bitcoin 2025 Target Cut to $120K Amid Market TurmoilSolana vs Ethereum: Wall Street’s Blockchain Choice
The long-held assumption that Ethereum would become Wall Street’s preferred blockchain is being challenged by Solana’s emergence as institutional tokenization accelerates. While Ethereum has dominated as the default smart contract platform, Solana’s high-performance capabilities—processing over 3,000 transactions per second at half-penny costs—are gaining serious consideration for financial infrastructure. This shift reflects changing evaluation criteria as traditional finance seeks blockchain solutions capable of handling institutional-grade settlement volumes and speeds.
about Solana vs Ethereum: Wall Street's Blockchain ChoiceSolana ETF’s Record $69M Launch Signals Institutional Shift
Bitwise’s Solana Staking ETF (BSOL) has shattered expectations with a record-breaking $69 million debut, marking the strongest ETF launch of 2024. The fund’s unique yield-generating structure and Solana’s robust fundamentals have attracted genuine institutional interest beyond typical speculative activity. This successful launch positions Solana as a serious competitor in the institutional crypto ETF space.
about Solana ETF's Record $69M Launch Signals Institutional ShiftAltcoin Traders Miss $800B as Bitcoin Dominates Market
Retail crypto traders have missed out on approximately $800 billion in potential gains by betting against Bitcoin’s market dominance during the current cycle, according to a new 10x Research report. This represents one of the largest relative underperformances since 2017, highlighting a fundamental shift in market dynamics where institutional flows through Bitcoin ETFs and risk aversion have replaced the speculative rotation patterns that fueled prior bull runs. The traditional ‘altcoin season’ has failed to materialize, leaving retail traders waiting for what analysts call a ‘ghost season’ that may never arrive.
about Altcoin Traders Miss $800B as Bitcoin Dominates MarketBitcoin’s Quiet Bull Run: Why Markets Are Evolving, Not Failing
Bitcoin’s grinding price action and subdued volatility signal a fundamental market evolution rather than cycle failure, according to Galaxy’s head of research. The transition from early adopters to institutional holders is creating a more mature, resilient asset class. Current price resistance stems from US-China tariff tensions rather than deteriorating fundamentals, with the bull run evolving into a more sustainable pattern of institutional accumulation.
about Bitcoin's Quiet Bull Run: Why Markets Are Evolving, Not FailingUS Bitcoin ETFs See $1.2B Outflow as London Launches Crypto ETNs
The United States spot Bitcoin ETF market experienced a dramatic reversal last week, with $1.2 billion in net outflows marking the second-largest weekly withdrawal since these products launched in January 2024. This sharp pullback ended a two-week inflow streak that had brought over $5 billion into the funds, occurring alongside Bitcoin’s brief dip below $104,000. Meanwhile, across the Atlantic, the London Stock Exchange began trading Bitcoin exchange-traded notes, ending the UK’s three-year retail ban on crypto investment products and opening new avenues for digital asset adoption.
about US Bitcoin ETFs See $1.2B Outflow as London Launches Crypto ETNsBitcoin Hits $110K, Ethereum Tops $4K in Crypto Rebound
Cryptocurrency markets staged a dramatic recovery this week as Bitcoin surged past $110,000 for the first time since early October and Ethereum broke through the $4,000 barrier, signaling a broad-based resurgence across digital assets. The rally, which saw Bitcoin gain 4% daily to reach approximately $111,000 and Ethereum climb over 4% to around $4,045, reverses recent losses triggered by US-China tariff tensions and reflects renewed ‘buy the dip’ sentiment coupled with significant stablecoin inflows totaling over $6 billion.
about Bitcoin Hits $110K, Ethereum Tops $4K in Crypto ReboundCrypto VC Funding Plunges 59% as Investors Shift Strategy
Crypto venture capital activity has experienced a dramatic slowdown as investors pivot toward direct digital asset accumulation. Galaxy Research reports a 59% quarterly decline in funding despite continued institutional interest in the sector. The traditional correlation between Bitcoin prices and VC investment appears to be breaking down, signaling a fundamental shift in how institutional capital approaches cryptocurrency markets.
about Crypto VC Funding Plunges 59% as Investors Shift Strategy