Bitcoin's recovery can continue because the crypto market has been little affected by uncertainty and its worst days are behind it. At this stage Bitcoin resembles gold in early 2025, with crypto recovering from its bottom and moving upward. x.com 

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 may need sustained demand above all to outweigh selling pressure, since even favorable catalysts have coincided with declines. BTC fell despite rate cuts, a pro-crypto president, institutional adoption and rising liquidity; it now faces rate hikes, war in Iran, inflation, AI-bubble fears, quantum risks and AI-driven crypto hacks. x.com 

Bitcoin and ether’s resilience despite months of speculative capital being disintegrated may be a tell. They are the investments to hold or add, not trade. x.com  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 

High interest rates curb leveraged Bitcoin speculation while new investment opportunities compete for limited capital. AI companies are taking on heavy debt, SpaceX recently went public and Anthropic is preparing an IPO; many beaten-down AI stocks may offer a better chance of doubling than Bitcoin. With Bitcoin below $80,000, $70,000 is more likely than $90,000 from here. x.com 

Bitcoin's near-term macro backdrop is not yet favorable because the Fed balance sheet is stuck at $6.75 trillion, so patience is warranted. The Fed will eventually have to step in for debt markets. ETF inflows leave time for October to turn positive, while Bitwise raised its 2036 target to $1.6 million and says institutions may allocate 1% to 5% as adoption and debasement-hedge demand rise. A U.S. Strategic Bitcoin Reserve may start buying very soon once crypto rules are settled. x.com  x.com  … Show more

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 

The US dollar's Stage 2 advance and a weak overall market tilt the evidence bearish for Bitcoin. Most crypto stocks are in Stage 4, and too little else confirms a new Stage 2 move. Bitcoin is likely to fail its recent move and resume Stage 4. x.com  x.com 

Bitcoin looks interesting because crypto has not joined the stock bull run, leaving sentiment quiet while the setup starts to make sense. The aim is to avoid chasing what has already run the hardest. x.com