Kevin Warsh's very dovish statement supports the Bitcoin pivot-low scenario and a move higher this quarter. In this favored scenario, Bitcoin makes another higher high in the $90k-$100k area, the stock market reaches new all-time highs, and altcoins follow suit. x.com 

Bitcoin options show near-term midterm hedging but more upside bets by late November and December. November 6 bets spanned $75.2K-$85.1K, with puts in greater demand and costing more; at the time checked, November 27 had 1.7 calls per put and December 25 had 1.5. A weekly close below $75K is not expected, and the base case is chop between $75K and $93K until around next April. x.com  x.com 

The US-Iran war, inflation fears and rising bond yields make Bitcoin's run to $100,000 much harder. A target that once seemed achievable now looks impossible in 2026. x.com  x.com 

Bitcoin's second leg higher should be driven by macro, putting it at $100K by the end of 2026. Dollar debasement fears, falling yields, good economic data and improving liquidity are the recipe, likely after a pullback. The first leg off the lows was sparked by crypto natives turning max bearish at the exact bottom. x.com 

Bitcoin's resilience around $80k through the Fed decision leaves the $87.4k monthly-close bet intact if that floor holds, despite the missed $87k squeeze. The Fed held rates, two voters wanted a hike, and a December hike is now about 85% priced; BTC briefly reached $81.2k before giving it back. The October low is $79.2k; losing $80k would put $76k in play. x.com 

Bitcoin enters a liquidation phase this week that should dump it below $75K into major fair value gaps. A liquidity cluster is building at $87K and a sweep of it is a matter of time. The projected path runs $85K, $75K and $70K, then a long confirmation and a move to $100K. The best opportunity to buy Bitcoin should come this month. x.com 

Bitcoin could draw big institutional money once it gets a real slot in bank model portfolios; a bullish research forecast alone is not enough. JPMorgan projects 10% annual returns over 10-15 years, ahead of US large-cap stocks at 7.5% and gold at 5.5%, but excludes Bitcoin from its main risk models because its links to other assets are unstable. Bitcoin could top $100,000, but keep exposure small: JPMorgan expects 55% annual volatility and models an 11.2% annual loss in its bad case. x.com  x.com  … Show more

Bitcoin's past midterm-election selloffs each marked a cycle bottom, making Tuesday's election fear a buying opportunity at $78K-$75K. The declines were about 50% in both 2014 and 2018, then 25% in 2022; this time a drop of more than 10% looks unlikely as the drawdowns have moderated. x.com  x.com 

Bitcoin's rebound faces constrained upside from dealer hedging and weak US spot demand. Seventy percent of dealer gamma sits at $75,000-$82,000 ahead of Friday's $11B options expiry; the Coinbase premium had no positive days in October and an $83,000 fakeout keeps traders defensive. The Fed hold spurred relief, ETFs added $110.34M and $176M, and record US debt drives long-term accumulation. A hot PCE print would raise December hike odds and pressure Bitcoin through higher yields. x.com  x.com 

Bitcoin has room to rise as the wave of early holders' coins coming to market at $100K and above is over, in my view. Far more of those coins came to market at those prices than expected; Bitcoin remains a beach ball held underwater. x.com  x.com  x.com