BTC
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It took months of educating Trump’s team on bitcoin before ever meeting at Trump Tower
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“Crypto prices often rally into the spring before declining into summer,” Compass Point analysts wrote
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History suggests tariff threat-fueled trade war fears often pass as quickly as they form, analyst Matt Britzman noted
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ProChain Capital’s David Tawil noted that the strategic bitcoin reserve race “is on and it is real”
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Empire’s Jason Yanowitz thinks that we could actually be earlier in the cycle if you put aside Strategy’s bitcoin buys
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Quantifying such relationships is becoming more prevalent as investors seek diversification and hedging opportunities
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On yesterday’s earnings call, Strategy CEO Phong Le reiterated the company’s 21-21 plan detailed in Q3
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The crypto custody firm’s goal was to “identify price points at which traders might consider the market to be overextended”
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While some view the firm’s BTC buying pause as a bearish development, a couple analysts think differently
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Maple’s Sid Powell said that TradFi firms have been in contact with the firm about lending and borrowing in crypto
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Ledn’s John Glover is still looking for BTC to trade toward $126,000 over the next two months
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Senator Cynthia Lummis, who is pushing for a national strategic bitcoin reserve, will lead the new subcommittee
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The Calamos Bitcoin Structured Alt Protection ETF — January is set to offer “systematic risk management” across its roughly one-year outcome period
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Coinbase’s Max Branzburg said that the offering is just the start of bringing Coinbase onchain
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“It’s time for Texas to lead the way in establishing a strategic bitcoin reserve,” Texas senator Charles Schwertner wrote
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SolvBTC has been under scrutiny leading up to the launch of its token, highlighting the liquidity risks of BTC derivatives
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K33 analysts no longer think that Donald Trump’s inauguration is a sell the news event
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Bitcoin’s had a volatile month so far, but the inauguration might lead to a big move up
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Fidelity has had “productive conversations” across all client segments when it comes to rising bitcoin ETF usage in 2025
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The bitcoin reserve has become one of the more talked-about promises Trump has made to the crypto industry
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