Crypto still has room to rise because institutional adoption is accelerating and good altcoins remain underowned globally. Traditional finance is bringing assets onchain, and progress since five years ago makes it impossible to be bearish. Bitcoin looks stronger than overstretched altcoins and has shaken off severe bad news; more chop or shakeouts could come before the market moves higher. x.com 

Bitcoin benefits as the risk of creating gold through alchemy has entered public consciousness. That perceived threat to gold's scarcity supports a long Bitcoin position as a persistent theme. x.com 

Bitcoin's failure to decouple from AI leaves it at risk around the coming big hyperscaler earnings week. That linkage is worrying enough to prompt a 'timber' warning. x.com 

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 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 is nearly done as momentum has vanished and the world has largely moved on from it. If it saw true inflows, it wouldn't be this weak while markets hit all-time highs in a risk-on environment. It needs an 80% rise just to regain its all-time high, and talk of $1 million bitcoin or matching gold's market cap is over. x.com  x.com  x.com  x.com  x.com 

Bitcoin is a strong buy while sentiment is at its lowest, because beaten-down assets offer more upside with less risk. Bitcoin needs to rise 100% to reclaim its all-time high and ether 180%, yet after last year's chase toward $200,000 nobody wants them now. The latest crash was triggered by Michael Saylor selling 32 BTC. Bitcoin works as a store of value and ether would underpin asset tokenization, making both portfolio diversifiers. x.com  x.com  x.com 

Bitcoin's upside needs lower oil and inflation and stronger risk appetite; that macro shift has not arrived. IBIT holding 46.3 is a good sign, and its topping short-term cycle is not a deal killer. x.com 

Bitcoin is unlikely to stage a 2020-style V-shaped recovery because crypto keeps competing with AI for capital, and the flows have clearly gone to equities, especially AI names. The 2020 rebound followed a pandemic, a doubling of the money supply, rate cuts and stimulus checks; today global liquidity is at a record, but rates could rise. Bitcoin may still be a great buy here. @Bobby_1111888 argues the macro backdrop is the most 2020-like since then and the AI headwind may be turning. x.com  x.com 

Bitcoin's case should not be judged on linear demand, because most mispricings of the past five years came from convexity people failed to anticipate. Its big moves have stemmed from scarcity and built-up momentum. It might not work, but it is too early to conclude, replying to Mark Cuban, who sold because bitcoin trades as a risk-on asset rather than a hedge. x.com