In a significant market analysis, asset manager VanEck has declared the breakdown of Bitcoin’s traditional four-year cycle, shifting the investment thesis toward institutional flows and macro liquidity. The firm signals a cautious near-term outlook for cryptocurrencies over the next three to six months while issuing clear bullish signals for traditional assets: AI stocks appear attractive following a correction, and gold is reaffirmed as a core global currency. This repositioning arrives amid heightened political uncertainty, including a Department of Justice lawsuit against Federal Reserve Chair Jerome Powell, which analysts suggest could accelerate a historic shift into non-sovereign monetary hedges like Bitcoin and gold.
about VanEck: Bitcoin Cycle Breaks, Gold & AI Stocks Gain FavorMatthew Sigel
0 posts last weekBitcoin Below $101K Miner Cost: Rebound or Further Decline Ahead?
Bitcoin’s descent below the critical $101,000 miner breakeven level on January 12 has ignited a fierce debate among analysts, splitting the crypto community between those seeing a foundation for recovery and those warning of continued technical fragility. The price action unfolds against a backdrop of quietly improving on-chain data and unexpected macro-political noise, leaving the market at a significant crossroads.
about Bitcoin Below $101K Miner Cost: Rebound or Further Decline Ahead?VanEck: Bitcoin Could Hit $2.9M by 2050 in Base Case
Asset manager VanEck has projected a staggering long-term valuation for Bitcoin, with a base-case scenario suggesting the cryptocurrency could reach nearly $2.9 million per coin by 2050. This forecast, detailed by Head of Digital Assets Research Matthew Sigel, hinges on Bitcoin’s structural adoption as a global settlement currency and a central bank reserve asset, framing it as a non-sovereign monetary instrument rather than a traditional equity. However, this multi-decade optimism starkly contrasts with near-term market fragility, where analysts like Matrixport point to declining volumes and weak capital inflows, highlighting a challenging tactical environment ahead for BTC.
about VanEck: Bitcoin Could Hit $2.9M by 2050 in Base CaseVanEck: Bitcoin Could Hit $53.4M by 2050 in Bull Case
Global asset manager VanEck has released a long-term outlook projecting Bitcoin could reach $53.4 million per coin by 2050 in its most bullish scenario. The forecast hinges on Bitcoin capturing a significant share of global trade and reserve assets. Even the firm’s base case suggests a rise to $2.9 million, representing substantial growth from current levels.
about VanEck: Bitcoin Could Hit $53.4M by 2050 in Bull CaseRiot Platforms Sells $200M in Bitcoin to Fund AI Data Center Pivot
Publicly traded Bitcoin miner Riot Platforms has executed a significant strategic shift, selling 2,201 BTC in late 2024 to generate nearly $200 million in net proceeds. This move, which marks a reversal from the firm’s 2023 strategy of accumulating Bitcoin, is widely interpreted as funding its pivot toward artificial intelligence infrastructure. Riot is now part of a growing cohort of crypto miners diversifying into AI and high-performance computing data centers, leveraging their existing power portfolios for a new technological frontier.
about Riot Platforms Sells $200M in Bitcoin to Fund AI Data Center PivotBitcoin Whale Data Distorted by Exchange Consolidation, Not Buying
Recent social media claims of massive Bitcoin accumulation by large holders are misleading, according to onchain analysis from CryptoQuant. The data reveals that exchange operational moves, not fresh buying, are distorting whale wallet metrics. While true large-holder balances continue to decline, a separate shift shows long-term holders have quietly turned net buyers, creating a nuanced market picture as Bitcoin consolidates around $90,000.
about Bitcoin Whale Data Distorted by Exchange Consolidation, Not BuyingXRP as US Reserve: Trillionaire Dream or Legal Fantasy?
A provocative proposal from crypto entrepreneur Joshua Dalton suggests that adopting XRP as part of a U.S. strategic crypto reserve could theoretically help offset the nation’s $38 trillion debt, potentially catapulting the token’s price by over 46,000%. While this scenario has electrified segments of the cryptocurrency community with visions of monumental wealth creation, it collides with formidable legal barriers and market mechanics that render such an outcome highly speculative. The debate underscores the growing intersection of national fiscal policy and digital asset strategy, yet remains anchored in complex realities far from Dalton’s optimistic calculations.
about XRP as US Reserve: Trillionaire Dream or Legal Fantasy?Standard Chartered Slashes Bitcoin Forecasts, Cites ETF Shift
In a striking reassessment of Bitcoin’s trajectory, Standard Chartered has slashed its near-to-medium-term price targets by up to 50%, acknowledging that its famously bullish roadmap was too aggressive. The bank’s revised outlook, shared by VanEck’s Matthew Sigel, pivots on a core thesis: the traditional Bitcoin halving cycle has been overtaken and rendered largely irrelevant by the flood of capital from spot exchange-traded funds (ETFs). This fundamental shift in market structure analysis aligns with a concurrent Wall Street rethink, notably from Bernstein, signaling a new era where institutional flows, not retail-driven halving narratives, dictate price action.
about Standard Chartered Slashes Bitcoin Forecasts, Cites ETF ShiftBernstein Reaffirms $1M Bitcoin Target, Extends Bull Cycle Timeline
In a significant revision to its market outlook, Wall Street research firm Bernstein has reaffirmed its long-term $1 million Bitcoin price target for 2033 while materially extending its projected timeline for the current bull cycle. The firm now argues that Bitcoin has broken from its traditional four-year halving rhythm, entering an elongated bull market anchored by “sticky” institutional capital flowing through spot ETFs. This recalibration shifts the expected cycle peak to 2027, marking a pivotal evolution in how analysts view Bitcoin’s maturation within the traditional financial system.
about Bernstein Reaffirms $1M Bitcoin Target, Extends Bull Cycle TimelineBitcoin Rally Faces Resistance at $93K Despite Bullish Sentiment
Bitcoin’s recent ascent toward the $93,000 threshold is encountering a formidable barrier of sell orders and short positions, threatening to halt the current rally. While improving retail sentiment and continued institutional accumulation provide underlying support, the clash at this key resistance level underscores a critical juncture for the market. Analysts are now questioning whether Bitcoin’s historical four-year boom-and-bust cycle is being fundamentally reshaped by persistent institutional demand.
about Bitcoin Rally Faces Resistance at $93K Despite Bullish SentimentBitcoin’s 30% Drop: Veterans Unfazed as Newcomers Panic
Bitcoin’s recent sharp decline to around $82,000 during US trading sessions has revealed a stark divide in market psychology, with veteran cryptocurrency holders displaying stoic calm while newer investors from traditional finance backgrounds showed clear signs of panic. According to crypto commentator Anthony Pompliano, such 30% or greater price drops have occurred 21 times over the past decade, representing a recurring pattern in Bitcoin’s market behavior. Market analysts from VanEck and Bitwise attribute the sell-off to tightening US liquidity conditions, widening credit spreads, and institutional portfolio rebalancing as the year concludes.
about Bitcoin's 30% Drop: Veterans Unfazed as Newcomers PanicRipple CTO: XRP Ledger Has No Tax, Focuses on Utility
Ripple’s Chief Technology Officer David Schwartz has ignited a fundamental debate about blockchain economics by declaring the XRP Ledger operates without imposing taxes on users. In response to questions about whether XRP holders should expect ecosystem revenue, Schwartz positioned XRPL as a public utility rather than a profit-generating mechanism, challenging conventional assumptions about cryptocurrency value accrual.
about Ripple CTO: XRP Ledger Has No Tax, Focuses on Utility