Cryptocurrency-linked stocks surged on Friday as prediction markets indicated growing confidence in a December Federal Reserve rate cut, with Bitcoin mining companies leading the rally with double-digit gains. The market movement reflects heightened expectations for looser monetary policy, driving significant increases across the crypto sector including stablecoin issuer Circle and major trading platforms.
about Crypto Stocks Rally as December Rate Cut Odds Hit 87%Michael Saylor
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Michael Saylor is an American entrepreneur and the CEO of MicroStrategy, a publicly traded business intelligence and software company.
Bitcoin Surges Past $92K Amid $10K Weekly Recovery
Bitcoin has staged a dramatic recovery, climbing above $92,000 after last week’s plunge to $81,000, marking one of the fastest $10,000 recoveries in its history. The cryptocurrency has regained over $10,000 in value since hitting a seven-month low, with its market cap approaching $1.85 trillion and total crypto market capitalization surging by $300 billion to $3.23 trillion. However, historical trends suggest December could challenge this impressive momentum as the market braces for what has traditionally been a bearish month for digital assets.
about Bitcoin Surges Past $92K Amid $10K Weekly RecoveryBitcoin’s 4-Year Cycle Ends, ETF-Driven 2-Year Era Begins
Bitcoin’s traditional four-year halving cycle is being replaced by a new two-year rhythm driven by ETF flows and institutional performance metrics, according to ProCap CIO Jeff Park. The shift marks a fundamental change from mining economics to fund-manager economics as the primary driver of Bitcoin’s price movements, reflecting Bitcoin’s maturation into an institutional asset class where professional allocators’ behavior now dictates market cycles.
about Bitcoin's 4-Year Cycle Ends, ETF-Driven 2-Year Era BeginsBitcoin Custody Shuffle: 87K BTC Moved, Not Sold
Recent blockchain data revealed 87,464 Bitcoin flowing out of institution-tagged wallets within 24 hours, sparking immediate concerns about potential market selling pressure. However, deeper analysis by Timechain Index founder Sani clarifies these movements represent routine custody operations and internal reshuffling rather than institutional exits from Bitcoin positions. The data highlights how Bitcoin’s transparent blockchain can initially exaggerate market movements before proper context reveals standard treasury management practices by major holders like MicroStrategy and BlackRock.
about Bitcoin Custody Shuffle: 87K BTC Moved, Not SoldMetaplanet Borrows $130M to Expand Bitcoin Holdings
Japanese investment firm Metaplanet is accelerating its Bitcoin accumulation strategy with a $130 million loan collateralized by its existing BTC holdings, defying recent market turbulence that has seen Bitcoin prices fall 30% from October highs. The Tokyo Stock Exchange-listed company, often dubbed ‘Asia’s MicroStrategy,’ continues to push forward with its ambitious plan to acquire 1% of all Bitcoin by 2027, even as other digital asset treasuries face significant challenges in the current market environment.
about Metaplanet Borrows $130M to Expand Bitcoin HoldingsMicroStrategy Halts Bitcoin Purchases Amid Stock Plunge
MicroStrategy, the corporate world’s most aggressive Bitcoin accumulator, has abruptly paused its cryptocurrency purchasing program for the first time in weeks, signaling potential distress as its stock price hovers near 14-month lows. The company’s shares have plummeted 38% this year while facing the looming threat of removal from major financial indices, marking a significant reversal for Michael Saylor’s Bitcoin-focused corporate strategy that once captivated Wall Street.
about MicroStrategy Halts Bitcoin Purchases Amid Stock PlungeJPMorgan Faces Crypto Backlash Over MicroStrategy Short Claims
JPMorgan is facing intense criticism from the crypto community amid allegations the banking giant engineered a targeted short attack on MicroStrategy. The controversy has sparked calls for boycotts and drawn comparisons to the GameStop short squeeze, highlighting growing tensions between traditional finance and digital assets.
about JPMorgan Faces Crypto Backlash Over MicroStrategy Short ClaimsSaylor Defends MicroStrategy Amid MSCI Index Review Concerns
MicroStrategy Executive Chairman Michael Saylor is pushing back against concerns that his company could be excluded from major stock indices, defending its business model as MSCI reviews treatment of crypto-heavy firms. As MicroStrategy’s shares hover near 13-month lows and its market capitalization slips below the value of its Bitcoin holdings, Saylor insists the company is more than just a Bitcoin investment vehicle, pointing to its $500 million software business and innovative treasury strategy.
about Saylor Defends MicroStrategy Amid MSCI Index Review ConcernsBitcoin $200K Target Pushed to 2029 Amid Market Crash
Veteran trader Peter Brandt has dramatically revised his Bitcoin price forecast, pushing the anticipated $200,000 milestone from 2025 to Q3 2029 as the cryptocurrency market experiences a severe downturn. This sobering reassessment comes amid Bitcoin’s 10% plunge within 24 hours and the total crypto market capitalization falling below the critical $3 trillion threshold. Despite the bleak near-term outlook, Brandt maintains his long-term conviction, describing the current crash as a ‘healthy reset’ necessary for Bitcoin’s future growth trajectory.
about Bitcoin $200K Target Pushed to 2029 Amid Market CrashBitcoin Enters Most Bearish Phase in Two Years
Bitcoin has plunged into its most bearish market phase in two years, with prices collapsing 34% from recent peaks and erasing approximately $715 billion in market value. The dramatic downturn reflects rapidly weakening bull conditions, massive ETF outflows, and a critical technical breakdown below key support levels that had held throughout the current market cycle.
about Bitcoin Enters Most Bearish Phase in Two Years