$BNB - Binance Research notes Bitcoin's 47% rise may echo past retests
Bitcoin ( $BTC ) has rallied roughly 47% from its July low Review of five prior rebounds shows four retested their lows Current signal activated at 35.6% below the recent peak
If the historical pattern repeats, the rally could encounter a low‑level retest, though timing is uncertain
$BTC - ETF flows flip negative again after a brief rebound.
US spot funds lost 90M USDT in a single session per Cointelegraph data. BTC dipped under 86,000 USDT, sitting about 32% below the October 2025 high. The outflow snaps two straight days of inflows, but whether it signals a trend or a pause remains unclear.
$ETH - Fundstrat's Tom Lee, holding 4.9% of total ETH supply, flags a "coiled spring" in small caps. Russell 2000 short interest has climbed to a record high per his analysis. Lee sees the extreme positioning as a setup for a sharp reversal. The ETH allocation size has not been independently verified.
$BTC - Bitcoin stalls at 87,000 as equities near all‑time highs
BTC fell back to about 85,600 USDT after sellers rejected the 87,000 level for the third time since Sept. 23. Nasdaq closed at a record high on the same session. U.S. Treasury yields continued to rise, adding pressure on risk assets.
The repeated rejection suggests that 87,000 USDT remains a strong barrier while broader market optimism is tied to equity momentum and higher yields.
$BTC - TD Cowen analyst Lance Vitanza projects 132k USDT by 2027 as institutions shift from whether to how they allocate.
Vitanza outlines growing corporate treasury adoption and new capital markets products driving demand. MicroStrategy's strategy features prominently in the firm's outlook.
The forecast hinges on sustained institutional infrastructure buildout, not near-term catalysts.
$BTC - A tactical rotation in corporate holdings shows a net increase in supply.
Metaplanet sold 10,000 Bitcoin during the third quarter to bolster its credit profile. The Tokyo-listed firm subsequently repurchased 11,000 Bitcoin at a higher price point. The initial sale was intended to convert holdings into cash to cover outstanding principal.
The firm appears to be prioritizing balance sheet liquidity and credit rating improvements over simple accumulation. Whether this strategy of selling and rebuying at higher costs impacts long-term treasury performance remains to be seen.