|
Feb 19
|
|
$66788
$66788
-0.0%
|
LONG
|
business
|
The engagement of Wall Street executives and government officials with a Trump family cryptocurrency platform suggests a |
@business
Wall Street execs and government officials ga...
|
|
Feb 18
|
|
$66461
$66788
+0.5%
|
LONG
|
Bernie Moreno
U.S. Senator (R-Ohio)
|
"If I had money to put in the market today, I would buy Bitcoin... I would absolutely buy Bitcoin today instead of Gold." A sitting U.S. Senator involved in financial legislation is explicitly endorsing Bitcoin over the traditional safe haven (Gold). This signals a legislative tailwind that views Bitcoin not as a threat, but as a strategic asset to be encouraged. Long BTC as the preferred store-of-value asset for the current political administration. Macro liquidity shocks; delay in legislative clarity. |
CNBC
Watch CNBC's full interview with Coinbase CEO...
|
|
Feb 18
|
|
$66461
$66788
+0.5%
|
AVOID
|
@ces921
|
Bitcoin is in "narrative purgatory" and lacks visible catalysts for its bull case, suggesting a period of stagnation or uncertainty. |
@ces921
Bitcoin isn't broken. It's in narrative purga...
|
|
Feb 18
|
|
$66461
$66788
+0.5%
|
SHORT
|
@biancoresearch
|
The "permission" Bitcoin bull market is over, suggesting a bearish outlook for Bitcoin. |
@biancoresearch
Below I mentioned that the “permission” bitco...
|
|
Feb 18
|
|
$66461
$66788
+0.5%
|
LONG
|
@business
|
Abu Dhabi’s Mubadala Investment Co. boosted its positions in a Bitcoin ETF during a significant downturn, suggesting institutional confidence and potential for recovery. |
@fejau_inc
GENTLEMEN
MAN
YOUR
SITUATION MONITORS htt...
|
|
Feb 17
|
|
$67503
$66788
-1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - BTC
Bitcoin, Ethereum, XRP, Dogecoin Slide Ahead ...
|
|
Feb 17
|
|
$67503
$66788
-1.1%
|
LONG
|
Thread Guy
Crypto influencer, independent
|
"Long gold as a proxy for atoms, as a proxy for physical goods... I still stand by long Bitcoin as a mega trend." As AI models become open-source and cheap ("Bits are free"), the economic moat of pure software erodes. Value transfers to scarce, hard assets (Gold) and digital scarcity (Bitcoin) that cannot be commoditized by AI. Long as the ultimate "Mega Trend" hedge against software commoditization and fiat debasement. Regulatory crackdowns or shifts in macro liquidity. |
Thread Guy
China is DOMINATING the US in EVERY statistic...
|
|
Feb 17
|
|
$67503
$66788
-1.1%
|
LONG
|
Todd Alt
CEO/Founder, Alt Blockchain
|
Todd explicitly states, "We took the initiative of Bitcoin because we're big Bitcoin miners... We took the proof of work concept and said, 'Hey, we're just going to reward you for running a software node.'" He also details the inability to move $200M in Bitcoin liquidity due to banking freezes. The fragility of the fiat banking layer (debanking compliant firms) reinforces the value proposition of permissionless settlement layers (Bitcoin) and the miners that secure them. As banking rails become more restrictive, the premium on "uncensorable infrastructure" increases. LONG. Bitcoin remains the primary hedge against the specific banking failures described. Regulatory crackdowns on mining energy usage or "unhosted" wallets. |
CoinDesk
The Uncensorable Layer 1 Built from Being De-...
|
|
Feb 17
|
|
$67503
$66788
-1.1%
|
AVOID
|
—
|
The reporter notes that Gemini is "still not profitable," has "negative free cash flow," and is seeing the "fair value of Bitcoin and Ethereum decline." Furthermore, a Truist analyst stated that the departures and cash flow issues raise "investor concerns about solvency." Solvency rumors regarding a major US-based exchange (Gemini) create systemic contagion risk. If a "regulated" entity like Gemini faces a liquidity crisis, it undermines trust in the entire asset class, leading to potential panic selling in major assets (BTC/ETH) and dragging down public proxies like Coinbase (COIN) due to sector-wide volume compression and reputational damage. AVOID the crypto sector until Gemini's solvency status is clarified. The risk-reward is skewed to the downside given the "solvency" keyword usage. Gemini could successfully restructure or raise capital, proving the solvency fears wrong and leading to a relief rally in the sector. |
Bloomberg Markets
Winklevosses’ Crypto Exchange Gemini Loses Th...
|
|
Feb 17
|
|
$67494
$66765
-1.1%
|
AVOID
|
Marcus Thielen
Founder and CEO, 10X Research
|
ETFs bought ~$54 billion worth of Bitcoin at an average price of $90,000. They are currently "underwater by 10 billion... literally 30 billion too long right now." Institutional investors are sensitive to PnL. As these positions remain underwater, the risk of redemptions increases. Redemptions force ETF issuers to sell spot Bitcoin, creating a negative feedback loop that suppresses price further. AVOID long exposure to Spot Bitcoin ETFs until the overhang clears or the $40k-$50k base is established. Institutional investors may have longer time horizons and refuse to sell, stabilizing the price. |
CoinDesk
Will Bitcoin Drop to $50,000 This Summer?
|
|
Feb 17
|
|
$67503
$66788
-1.1%
|
SHORT
|
Marcus Thielen
Founder and CEO, 10X Research
|
The speaker explicitly states, "I really think we're going to go to 50,000" and "expecting this summer to trade at 40 to 50K." He notes that the market fell into a "liquidity trap" below $87,000 and that "cascading liquidations... [are] actually the beginning of a downtrend." The rapid rally from $70k to $90k in late 2024 left a volume gap (thin liquidity). As prices reverse, there is little support to stop the fall. Furthermore, the "B-wave" of the correction is ending, and the destructive "C-wave" is beginning, driven by a lack of new buying and forced unwinding of leverage. SHORT Bitcoin targeting a bottom in the $40k-$50k range by Summer 2026. A surprise dovish pivot from the Federal Reserve or unexpected massive inflows into ETFs could invalidate the bearish thesis. |
CoinDesk
Will Bitcoin Drop to $50,000 This Summer?
|
|
Feb 17
|
|
$67503
$66788
-1.1%
|
LONG
|
Jonah Van Bourg
Head of Trading, Cumberland
|
"My take is that there is value at like 60 to 64k per BTC and that's where I would look at accumulating longterm." Despite the lack of a current bullish narrative (Gold decoupling, liquidity pause), price action suggests deep value support in the low 60k region. The "Quantum FUD" is a non-issue fundamentally, as the chain would simply fork to a quantum-resistant version. Accumulate Bitcoin in the $60k-$64k zone; aggressive buy at $52k. Global liquidity crunch or a breakdown of the "digital gold" narrative. |
1000x Podcast
AI Capex Meets SaaS Apocalypse, 18-Month Bear...
|
|
Feb 17
|
|
$67503
$66788
-1.1%
|
LONG
|
Avi Felman
Principal at GoldenTree / Crypto Portfolio Manager
|
"My take is that there is value at like 60 to 64k per BTC... maybe we get down to 52K at which case you really can back up the truck." Bitcoin is currently in a liquidity air-gap. While momentum is down, the fundamental value zone is 60-64k. The "Quantum FUD" is noise because the chain will simply fork to solve it, preserving value for active holders. Accumulate Bitcoin in the low 60s; aggressive buy at 52k. Global liquidity crunch or "Crypto Winter" lasts 18 months (Mike Ippolito thesis). |
1000x Podcast
Bitcoin Is Either Going To Zero Or A Million
|
|
Feb 17
|
|
$67503
$66788
-1.1%
|
WATCH
|
Bobby Lee
Founder, Ballet Crypto
|
"I think very likely in the next few weeks it will breach below 60,000 and probably support level of around $50,000, $55,000... could go lower... to $40,000." The market is currently flushing out leverage ("long positions are going to be in for pain"). While the asset is "on sale," the technical breakdown suggests better entry points are imminent. The smart play is to wait for the capitulation to the $40k-$50k range before deploying heavy capital. WATCH (Targeting entry at $40,000 - $50,000). Unexpected macroeconomic liquidity injection causes a "V-shaped" recovery before hitting lower targets. |
Bloomberg Markets
Bitcoin Bull Bobby Lee Warns Bitcoin Could Br...
|
|
Feb 16
|
|
$68892
$66788
-3.1%
|
LONG
|
Thread Guy
Crypto influencer, independent
|
"Why buy stocks at highs when Bitcoin's 40% discount? 90% of my net in Bitcoin." Despite the AI boom, Bitcoin remains the speaker's primary store of value. The implication is that AI-generated wealth will eventually seek hard assets, and BTC is currently undervalued relative to the AI equity bubble. LONG BTC as the base layer asset. Regulatory shifts or liquidity draining entirely into AI equities. |
Thread Guy
LIVE: OPENAI BOUGHT OPENCLAW! ANTHROPIC IS CO...
|
|
Feb 16
|
|
$68892
$66788
-3.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - BTC
Harvard University Cuts Bitcoin ETF Holdings ...
|
|
Feb 16
|
|
$68892
$66788
-3.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - BTC
Bitcoin Flat, Ethereum, XRP Gain, While Dogec...
|
|
Feb 16
|
|
$68892
$66788
-3.1%
|
LONG
|
Matt Hougan
CIO, Bitwise Asset Management
|
Hougan states that institutional investors (BlackRock, etc.) "don't have time" to research deep-tier assets. They are allocating strictly to the top two assets via ETFs. In a bear market ("crypto winter"), liquidity consolidates into quality. While retail flees, institutional inflows are "papering over" the weakness in BTC and ETH, creating a floor that smaller assets lack. LONG. These are the only two assets with structural institutional bids in 2026. Global recession or a reversal of the "Clarity Act" regulation could halt institutional flows. |
The Block
The optimistic case for crypto in 2026, with ...
|
|
Feb 16
|
|
$68892
$66788
-3.1%
|
WATCH
|
Zach Pandl
Grayscale
|
Bitcoin is trading in lockstep with "Frontier Technology" (Quantum, Software) and falling as they de-risk, challenging the "Digital Gold" narrative. Zack also notes that if the cycle is driven by utility (Stablecoins/Tokenization), Bitcoin might "lag" assets like ETH/SOL. Bitcoin is currently behaving as a high-beta tech stock. Until it decouples and proves its value as a non-sovereign store of value distinct from tech equities, it remains vulnerable to AI/Tech sector volatility. WATCH. Wait for signs of decoupling from the Nasdaq/Tech sector before treating it as a safe haven. If the "Digital Gold" narrative re-emerges quickly due to sovereign debt fears, BTC could outperform unexpectedly. |
Unchained (Chopping Block)
Does Bitcoin Win or Lose In The Great AI-Tech...
|
|
Feb 16
|
|
$68892
$66788
-3.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - BTC
Bitcoin, Ethereum, XRP Hold Steady While Doge...
|
|
Feb 16
|
|
$68892
$66788
-3.1%
|
LONG
|
John Todaro
Needham & Company
|
Reaction to the Coinbase Super Bowl ad and general public sentiment is "very negative." In crypto, peak negativity from the general public often marks a cyclical bottom (capitulation). LONG. Buy when the public hates it. Macro headwinds or continued high interest rates keeping liquidity out of risk assets. |
Unchained (Chopping Block)
As the AI Trade Cools Off, Are Bitcoin Miners...
|
|
Feb 16
|
|
$68892
$66788
-3.1%
|
LONG
|
Jordan Sinclair
President, Robinhood UK
|
Robinhood is expanding in the UK with "2000 tokenized equities" and sees "massive change" in retail participation. They remain "optimistic on the future of crypto." The push for 24/7 trading and tokenization of real-world assets (RWA) and private equity democratizes access. As platforms like Robinhood remove barriers (fees, settlement times), volume and adoption of the underlying infrastructure (Bitcoin/Crypto) increase. LONG platforms enabling tokenization and the underlying crypto assets. Regulatory crackdown in the UK or EU; failure of tokenization to gain mainstream trust. |
Bloomberg Markets
Memory Chip Shortage is Global Crisis in the ...
|
|
Feb 16
|
|
$68892
$66788
-3.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - BTC
Bitcoin, Ethereum Slip 3% As XRP, Dogecoin Fa...
|
|
Feb 16
|
|
$68892
$66788
-3.1%
|
SHORT
|
Bobby Lee
Founder, Ballet Crypto
|
Traders have a "red line" at $60,000; a drop below this level triggers a cluster of option liquidations. Lee states we are in "bear market territory" despite recent highs. When a key support level ($60k) is tied to massive leverage, breaking it causes a cascade of forced selling (liquidations). This mechanical selling pressure overrides fundamental thesis in the short term, pushing price discovery down to the next major support ($50k or $40k). SHORT / AVOID in the short term. Wait for the "flush" to $40k-$50k to re-enter for long-term holding. Unexpected spot ETF inflows or a dovish Fed surprise could squeeze shorts before the liquidation cascade occurs. |
Bloomberg Markets
Bitcoin Traders Brace for $60K Shock as Liqui...
|
|
Feb 16
|
|
$68892
$66788
-3.1%
|
SHORT
|
@fejau_inc
|
The statement "Crypto native VC is giga cooked" implies a highly negative outlook for venture capital firms focused on the cryptocurrency space. |
@fejau_inc
Crypto native VC is giga cooked https://t.co/...
|
|
Feb 16
|
|
$68892
$66788
-3.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - BTC
Brian Armstrong Reveals Retail Users 'Buying ...
|
|
Feb 16
|
|
$68892
$66788
-3.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - BTC
Tom Lee Forecasts End Of Crypto Winter By Thi...
|
|
Feb 15
|
|
$68832
$66788
-3.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - BTC
Bitcoin, Ethereum, XRP, Dogecoin Slide On Hig...
|
|
Feb 15
|
|
$68832
$66788
-3.0%
|
LONG
|
@zerohedge
|
Bitcoin Mining & The Electricity Grid: A Quiet Savior https://t.co/kmtTyHPTz0 |
@zerohedge
Bitcoin Mining & The Electricity Grid: A ...
|
|
Feb 14
|
|
$69822
$66788
-4.3%
|
LONG
|
@APompliano
|
I sat down with @jvisserlabs at Bitcoin Investor Week to discuss why software stocks are losing their moats, how AI is driving deflation, and why capital is rotating toward scarce assets.
We explore |
@APompliano
I sat down with @jvisserlabs at Bitcoin Inves...
|
|
Feb 14
|
|
$69822
$66788
-4.3%
|
LONG
|
Finnhub News
|
Grant Cardone is selling a mansion exclusively for Bitcoin, expressing strong confidence in his future wealth and the cryptocurrency's value by 2029. |
Finnhub - BTC
Grant Cardone Is Selling A Mega Mansion For B...
|
|
Feb 14
|
|
$69822
$66788
-4.3%
|
LONG
|
Unknown Speaker
Financial Commentator/Analyst
|
"I think long term it's going to be very good for Bitcoin you know for for that from like a macro perspective." As miners diversify revenue streams into stable AI compute contracts, they become less reliant on selling Bitcoin to fund operations. This reduces "miner capitulation" risk during crypto bear markets and strengthens the overall network security and corporate stability of the Bitcoin ecosystem. Long Bitcoin as the underlying infrastructure matures and stabilizes. Short-term correlation decoupling if miners focus too heavily on AI at the expense of hashrate. |
CoinDesk
Bitcoin miners will CRUSH traditional data ce...
|
|
Feb 14
|
|
$69822
$66788
-4.3%
|
SHORT
|
@FirstSquawk
|
There Will Be No Bailout For Bitcoin,' VanEck's Matthew Sigel Warns |
@FirstSquawk
There Will Be No Bailout For Bitcoin,' VanEck...
|
|
Feb 13
|
|
$68853
$66788
-3.0%
|
LONG
|
Thread Guy
Crypto influencer, independent
|
"Bitcoin's at 69K... the weekly doesn't look that bad... surprisingly optimistic around the horn here." Despite a "spiritual wipe" of tourists in the market, the structural price action and sentiment among serious participants remain strong. LONG BTC as the market stabilizes. Macro liquidity shocks or regulatory headwinds. |
Thread Guy
The Bear Market is OVER. Stocks are about to ...
|
|
Feb 13
|
|
$68853
$66788
-3.0%
|
LONG
|
Scarlet Fu
Senior Advisor, Wilshire
|
"Dip buyers are rushing in to snap up Bitcoin, Ethereum... Coinbase, Circle, and Robinhood are among names drawing attention." Sentiment in the crypto sector is shifting to "bottoming out." When high-beta assets like COIN and HOOD rally alongside the underlying tokens, it signals renewed retail and institutional risk appetite. LONG the Crypto ecosystem as a momentum trade. Regulatory crackdowns or a "risk-off" macro shift (e.g., recession fears). |
Bloomberg Markets
US CPI Fuels Fed Wagers, US Inflation Comes I...
|
|
Feb 13
|
|
$68853
$66788
-3.0%
|
LONG
|
Tim Stenovec
Editor-at-Large, Axios
|
Coinbase rallied 16% (best day since May) despite reporting a revenue decline and a net loss. Bitcoin also rallied 4.5%. The stock's massive rally on bad earnings news suggests that the negative data was already "priced in." Investors are ignoring backward-looking financials and treating COIN purely as a high-beta proxy for Bitcoin price action, which is breaking out. LONG on momentum; when a stock rallies on bad news, it indicates seller exhaustion and strong underlying demand. Regulatory crackdowns or a reversal in Bitcoin spot prices. |
Bloomberg Markets
Stocks Steady as Treasury Yields Slip After C...
|
|
Feb 13
|
|
$68853
$66788
-3.0%
|
LONG
|
Chamath Palihapitiya
Host, All-In Podcast / CEO, Social Capital
|
"The general trend since 1700 to now [for Debt to GDP] is up and to the right... You got to find ways of hedging and owning real durable assets because the underlying currency... will fluctuate wildly and just fall off of a cliff." Fiscal discipline is politically impossible. Governments will continue to print money to service debt, leading to currency debasement. To protect purchasing power, investors must own assets with finite supply that cannot be inflated away by central banks. Long Hard Assets (Gold and Bitcoin) as a hedge against fiscal dominance and currency erosion. A "black swan" deflationary event or radical government austerity that strengthens the dollar. |
All-In Podcast
Debt Spiral or NEW Golden Age? Super Bowl Ins...
|
|
Feb 13
|
|
$68853
$66788
-3.0%
|
LONG
|
@zerohedge
|
Brazil Proposes National Bitcoin Reserve, Targets 1 Million BTC Over Five Years https://t.co/cvjjDJmP4r |
@zerohedge
Brazil Proposes National Bitcoin Reserve, Tar...
|
|
Feb 13
|
|
$68853
$66788
-3.0%
|
NEUTRAL
|
@APompliano
|
The tweet advises Bitcoin investors |
@APompliano
The macro environment is important for bitcoi...
|
|
Feb 13
|
|
$68853
$66788
-3.0%
|
LONG
|
Scott Bessent
Treasury Secretary
|
Bessent acknowledges the current sell-off (noting a historical 58% average drawdown) but reiterates the goal to make the US the "digital asset capital of the world" and pushes for the "Clarity bill." The Treasury Secretary is framing the current volatility as a standard cycle feature ("self-induced") rather than a structural failure. His push for legislation (Clarity bill) indicates a regulatory floor is being built, which is historically bullish for institutional adoption. LONG Bitcoin and Crypto Infrastructure on volatility. Failure of the Clarity bill to pass or continued "bad actor" behavior in the space. |
CNBC
Squawk Pod: AT&T CEO John Stankey & Treasury ...
|
|
Feb 13
|
|
$68853
$66788
-3.0%
|
LONG
|
@zerohedge
|
Bitcoin on pace for first positive day in 12 months |
@zerohedge
Bitcoin on pace for first positive day in 12 ...
|
|
Feb 13
|
|
$68853
$66788
-3.0%
|
LONG
|
@DeItaone
|
BITCOIN EXTENDS GAIN, BRIEFLY RISES 5% ON THE DAY, LAST AT $68,903, UP 4.71% |
@DeItaone
BITCOIN EXTENDS GAIN, BRIEFLY RISES 5% ON THE...
|
|
Feb 13
|
|
$68853
$66788
-3.0%
|
NEUTRAL
|
Giver
Macro Analyst (Thread Guy guest)
|
Bitcoin dropped from ~$126k to ~$67k. The Giver argues this isn't a structural break but a "hangover" after ETFs and corporate treasuries (MSTR) "pulled forward" 18 months of organic demand into a short window. While the asset is technically "on sale," the macro environment has shifted. Kevin Warsh's ideology involves shrinking the Fed balance sheet to combat inflation without raising rates. Since BTC acts as a "sponge for excess dollars," a shrinking money supply removes its primary tailwind. Price is likely capped in the medium term. A bounce to $80k-$90k is possible if geopolitical tensions cool, but new highs are unlikely without a return to liquidity expansion. Geopolitical escalation or a sudden return to QE by the Fed. |
Thread Guy
We Predicted Crypto's FUTURE in 2026 (The Giv...
|
|
Feb 13
|
|
$68853
$66788
-3.0%
|
LONG
|
Scott Bessent
Treasury Secretary
|
"President Trump has worked to make the US the digital asset capital of the world... I think some clarity on the Clarity Bill would give great comfort to the market... Bitcoin has a history of volatile movements... average sell off has been about 58%." While acknowledging short-term volatility (calling the current price action "dicey"), Bessent views the current drawdown as standard historical behavior. The core thesis is regulatory: passing the "Clarity Bill" is viewed as the catalyst that ends the "extinction event" risk from the previous administration. This regulatory moat benefits the asset (BTC) and compliant exchanges (COIN). Long on regulatory tailwinds, despite acknowledging short-term volatility. Failure of the Clarity Bill to pass or continued "dicey" price action exceeding historical drawdown averages. |
CNBC
Watch CNBC's full interview with Treasury Sec...
|
|
Feb 13
|
|
$68853
$66788
-3.0%
|
LONG
|
@APompliano
|
My big takeaway from about 50 interviews at Bitcoin Investor Week is that institutions are more excited about bitcoin today than they have ever been. |
@APompliano
My big takeaway from about 50 interviews at B...
|
|
Feb 12
|
|
$66272
$66788
+0.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - BTC
Bitcoin, Ethereum, XRP Slide, While Dogecoin ...
|
|
Feb 12
|
|
$66272
$66788
+0.8%
|
WATCH
|
Justin Drake
Researcher at Ethereum Foundation
|
5% of Bitcoin supply (Satoshi's coins) is in vulnerable P2PK addresses. Bitcoin developers are described as being in "denial" about the 2030s timeline, and upgrades are slow/contentious. The theft of Satoshi's coins would be a "black swan" event causing systemic panic. Even the *rumor* of a quantum breakthrough could cause a sell-off in BTC relative to quantum-secure chains due to this specific overhang. WATCH for structural weakness or pair trade against ETH if quantum progress accelerates. Bitcoin community forks/upgrades faster than expected; quantum tech hits a wall. |
Unchained (Chopping Block)
Is Nic Carter Right? How Serious Is Bitcoin's...
|
|
Feb 12
|
|
$66272
$66788
+0.8%
|
LONG
|
Richard Teng
Co-CEO, Binance
|
"If you look at institutional holding of bitcoin it stays relatively constant right and they actually added more so about 1.3 million bitcoin holdings and then in January they added another 43,000 bitcoin." Retail investors are currently "muted" and chasing "hot stories," while institutions are quietly buying the supply. When "Smart Money" accumulates during a lull in retail activity, it typically creates a supply shock once retail interest returns. The floor price is being raised by sticky institutional capital. LONG. Macroeconomic liquidity shocks forcing institutions to liquidate risk assets. |
CoinDesk
The $300M Move: Richard Teng on Tokenizing Wa...
|
|
Feb 12
|
|
$66272
$66788
+0.8%
|
AVOID
|
Justin Drake
Researcher at Ethereum Foundation
|
Quantum computers (relevant ~2032) can derive private keys from public keys. Satoshi’s ~1M BTC are in P2PK (Pay-to-Public-Key) addresses, making them the "canary in the coal mine" for theft. Bitcoin governance is notoriously slow (only two upgrades in 10 years). If they fail to coordinate a migration to post-quantum cryptography in time, the theft of Satoshi's coins would cause a systemic collapse in confidence and price. AVOID (Long-term structural risk). Quantum computing timelines could be much slower than predicted (decades away). |
Unchained (Chopping Block)
Coinbase Earnings, Bitcoin vs Tech, and Crypt...
|
|
Feb 12
|
|
$66272
$66788
+0.8%
|
LONG
|
Jennifer Ilq
President, ICE Futures US
|
ICE is launching single-token futures contracts specifically for Bitcoin, Ether, Solana, BNB, and Ripple. Institutional capital (pensions, endowments) requires regulated infrastructure to enter an asset class. By listing these specific five assets on a regulated US exchange (ICE), they are effectively "whitelisted" for institutional portfolios. This creates a structural bid as these assets graduate from "speculative retail" to "institutional investable." LONG the underlying assets as liquidity deepens and spreads tighten due to institutional hedging capabilities. Regulatory reversal or lack of volume in the futures contracts leading to delisting. |
CoinDesk
ICE Goes Live With Futures Tied to CoinDesk I...
|