don_crypto22

De ce piețele aleg aurul și cuprul în detrimentul Bitcoin-ului în 2025
Urmărind piețele în acest an, mesajul pare destul de clar.
Aurul se îndreaptă spre sus, deoarece investitorii se îngrijorează de datorii, valute mai slabe și incertitudini politice.
Cuprul se descurcă bine datorită creșterii AI, electrificării și cererii reale pentru infrastructură.
Acestea sunt active pe care le poți atinge. Asta contează atunci când încrederea începe să dispară.
Bitcoin nu a intrat cu adevărat în niciunul dintre aceste mișcări. ETF-urile și reglementările sunt în mare parte prețuite, iar când vine vorba de acoperire, guvernele încă se îndreaptă spre aur.
Asta nu înseamnă că Bitcoin este terminat. În ciclurile anterioare, aurul se mișcă adesea primul în momente de stres, iar Bitcoin urmează mai târziu — de obicei cu mai multă volatilitate.
Crypto nu este respins.
Piața așteaptă doar momentul potrivit.

Credeți că Bitcoin va urma aurul în continuare, sau acest
ciclul este diferit?

#Bitcoin #BTC
#Crypto #CryptoMarket
#Gold #Copper
#Macro #markets

FACT: XXI CAPITAL ACCUMULATED OVER 40,000 #BITCOIN$BTC WORTH $3,800,000,000 THIS YEAR

IT HASN'T EVEN STARTED BUYING. BULLISH 🚀

📉 Market 24-Hour Recap: Crypto Slips Despite Cooling Inflation & Rate Cuts

Inflation cooled and rates were cut, but traders still sold risk assets. $BTC is down about 2% near $88,100 as many lock in profits after the recent run, with added nerves around potential ETF-linked liquidation pressure if the dip deepens.

$ETH also followed the market lower, sliding over 2% to around $2,940 as selling spread across majors. On days like this, “good macro” doesn’t always matter - positioning and risk-off mood can overpower the headlines fast.

#BTC Price Analysis# #ETH
#Bitcoin Price Prediction: What is Bitcoins next move?#

📊 Brazil’s Largest Bank Recommends Bitcoin as a Portfolio Hedge

Brazil’s largest private bank, Itaú Unibanco, is advising investors to allocate 1%–3% of their portfolios to $BTC, framing it as a diversification tool rather than a speculative bet.

According to Renato Eid, head of beta strategies at Itaú Asset Management, Bitcoin should serve as a complementary asset, not a core holding. The focus is on long-term positioning, not market timing, with $BTC offering returns that are largely uncorrelated with domestic economic cycles.

The recommendation is closely tied to currency risk. After the Brazilian real hit record lows in late 2024, Itaú highlighted Bitcoin’s potential role as a partial hedge against FX volatility, alongside its function as a global store of value.

Itaú’s guidance references BITI11, a Brazil-listed Bitcoin ETF launched in partnership with Galaxy Digital. The fund currently manages over $115 million, providing local investors with regulated BTC exposure and international diversification.

The move reflects a broader institutional shift. Similar allocation ranges have been suggested by global banks, signaling that Bitcoin is increasingly viewed not as an outlier, but as a structured portfolio component in emerging-market risk management.

Question: Is a 1%–3% $BTC allocation becoming the new conservative baseline for institutional portfolios?
#BTC Price Analysis##Bitcoin Price Prediction: What is Bitcoins next move?# #BTC
#Brazil

$BTC continues to experience noticeable volatility, as recent upward moves face strong selling pressure near intraday highs. This repeated rejection highlights cautious trader sentiment, largely driven by ongoing macroeconomic uncertainty.

Market participants are closely watching potential interest rate cuts from the Bank of Japan, which could add further downside pressure—not only on $BTC, but across the broader altcoin market. Expectations around these monetary policy shifts may trigger wider market reactions, leading investors to reassess risk exposure.

As macro factors continue to influence digital asset valuations, both Bitcoin and altcoins remain sensitive to developments in traditional finance. Staying alert to these shifts is essential as market conditions evolve.

#BTC #Bitcoin #CryptoMarket #MacroEconomics #CMC #BinanceSquare

📊 Crypto Market Snapshot – Tuesday Update

Good Tuesday to the crypto community. Markets are digesting a combination of network disruptions, continued institutional accumulation, and improving macro sentiment. Here are today’s key takeaways 👇

🔎 Market Highlights

• Bitcoin’s hash rate saw an estimated ~8% decline after crackdowns on illegal mining operations in China. Historically, such shocks tend to be temporary as the network adjusts difficulty.

• Strategy maintained its spot in the Nasdaq 100, keeping Bitcoin-linked exposure visible within traditional equity benchmarks.

• Citigroup projects the S&P 500 could reach 7,700 by 2026, reinforcing medium-term optimism toward risk assets.

• Institutional demand remains active: Strategy added 10,645 BTC (~$980M) last week, while BitMine increased its Ethereum holdings by 102,259 ETH (~$298M).

• Nvidia introduced Nemotron 3, a new open-source AI model suite, further supporting the growing AI and crypto infrastructure narrative.

• MetaMask has rolled out Bitcoin support, improving BTC accessibility across its user base.

• Analysts warn that exchange liquidity is currently thin, increasing the risk of heightened volatility and potential rapid price moves.

• Ripple’s RLUSD stablecoin is expected to launch across Optimism, Base, Ink, and Unichain, accelerating multi-chain stablecoin adoption.

📌 Bottom line: Institutional accumulation and ecosystem expansion continue, but liquidity conditions and network-level events remain critical factors to monitor.

#Bitcoin #BTC #CryptoMarket #InstitutionalAdoption #Blockchain

**Why Holding Bitcoin Alone Is No Longer a Winning Strategy for Public Crypto Firms**

Twenty One Capital (XXI) made its NYSE debut backed by one of the largest corporate **$BTC treasuries** on record. Yet, the stock dropped nearly **20% on its first trading day**, sending a clear signal from the market.

**Key Insights:**

* XXI is now trading close to the net value of its **43,500 BTC**, highlighting the erosion of mNAV premiums for Bitcoin-focused equities.
* Investors are increasingly prioritizing **real revenue, operating leverage, and sustainable cash flows**, not just balance-sheet exposure to Bitcoin.
* Broader market factors — including SPAC fatigue and recent BTC price weakness — have intensified scrutiny on treasury-only business models.

The takeaway is clear: the landscape is evolving. Public companies holding Bitcoin must demonstrate **durable value creation beyond price appreciation**. In today’s market, vision without execution is no longer enough to earn investor confidence.

#BTC

**฿$BTC | Key Level in Focus**

Bitcoin is attempting to stabilize after holding the **$88,000 support zone**, where buying interest helped slow the recent decline.
Price is now testing a **major descending trendline** that has limited upside momentum during the latest pullbacks.

A rejection at this level would keep the corrective structure intact and may lead to another downside move.
On the other hand, a **confirmed breakout and sustained hold above $90,500** would improve short-term sentiment and open the door for a stronger recovery.

BTC is currently trading at a **decision point** — rejection could bring renewed pressure, while a breakout may catch late sellers off guard.
Traders should stay alert as volatility is likely to increase.
#bitcoin BTC #Bitcoin #CryptoMarket

Short-term $BTC holders may be under pressure right now, but this market is famous for flipping direction in a heartbeat.

#MacroInsights $ZEC #BTCPriceAnalysis #bitcoin

Europeans Use Crypto for Everyday Purchases: WhiteBIT Report

According to WhiteBIT’s report, Europeans are increasingly using cryptocurrency for everyday expenses, such as groceries, cafes, and bill payments. This shift highlights the growing adoption of crypto as a functional tool rather than just a speculative asset.

Key Takeaways:

Stablecoins dominate crypto spending, with USDC, USDT, and EURI leading the way, while $BTC is less commonly used for purchases.

WhiteBIT Nova, a crypto debit card, processed over €50 million in transactions, with users spending between €500 to €1000 per month.

81% of users prefer virtual cards over physical ones, reflecting the increasing trend of mobile-first financial behavior.

Europe’s embrace of digital financial tools is growing, especially in countries like Spain, Italy, Ireland, Poland, and Netherlands, where crypto payments are becoming routine. Stablecoins are preferred for daily spending, while cryptocurrencies like Bitcoin are primarily used for long-term holdings.

This quiet yet significant trend indicates that crypto cards are no longer a futuristic novelty - they’re becoming a normal part of the financial landscape in Europe.

Bitwise Says 1.3M $BTC Bitcoin by 2035 Is the Conservative Target

Bitwise’s CIO shared a valuation model where BTC hits 1.3M dollars by 2035 assuming its share of gold’s market cap rises from 9 percent to 25 percent. With gold’s own price climbing the old 1M per $BTC target is starting to look almost cheap. So when do we start pretending this is realistic financial planning.
#BTC Price Analysis# #BTC #bitcoin