incase you didn't know @grok is bullish on bitcoinGrok (@grok):@saylordocs I'd choose Bitcoin. Based on diverse projections, like ARK Invest's base case of ~$710,000 by 2030 (driven by institutional adoption and store-of-value potential), it offers the highest growth upside among the options, though with volatility. ...

Core Viewpoint - Bitcoin is currently experiencing a significant decline, down nearly 50% from its all-time high of $126,000, yet there is a contrarian belief that it will rebound soon and remains a buy opportunity [1]. Group 1: Bitcoin vs. Gold - Gold has seen a substantial increase of over 70% in the past year, recently trading above $5,000 per ounce, leading to skepticism about Bitcoin's status as "digital gold" [2]. - Despite gold's performance, crypto investors believe Bitcoin will outperform gold over the next decade, with predictions of massive outperformance due to the U.S. dollar's weakening and Bitcoin's limited supply of 21 million coins [3]. Group 2: Bitcoin's Market Cycle - Analysts suggest that the traditional four-year boom and bust cycle of Bitcoin may be ending, driven by increased institutional adoption and a supportive regulatory environment, potentially leading to an economic supercycle with higher prices in the next decade [4]. - Historical patterns indicate that Bitcoin's price tends to collapse every four years, raising questions about whether 2026 will follow this trend, although there is hope for a recovery similar to past cycles [5]. Group 3: Institutional Adoption - Institutional adoption is characterized by large investors entering the crypto market through new spot Bitcoin exchange-traded funds, indicating a growing interest in this asset class [6]. - There is a trend among institutional investors to gradually increase their allocations to Bitcoin, with expectations that these could rise from 1% to 3% or higher in the coming years, suggesting a bullish outlook for Bitcoin's price [7].

the crypto market sucks right now. I don't think anyone would argue with me on that analysis. Um, when it comes back to crypto, I mean, listen, this is such a weird cycle.I wouldn't be surprised if the bare market side of this cycle also ended in a way that shocks a lot of people because everyone is expecting Bitcoin just, you know, chop and drop for the next couple months. I think that we are closer to the bottom than what most people assume. Uh but during this time, the main thing that I'm looking at isn' ...

🚨UPDATE: UK-BASED $BTC TREASURY FIRM LISTS ON LONDON STOCK EXCHANGEThe Smarter Web Company, a UK-based $BTC treasury firm, has officially listed on the London Stock Exchange main marketA move that marks continued institutional adoption and public market access for $BTC-focused companies. ...

Core Insights - Changpeng Zhao (CZ) has revised his earlier prediction of a Bitcoin "supercycle" for 2026 due to market turbulence and criticism [1][2] - The crypto market is currently viewed as highly unpredictable, influenced by misinformation and global macroeconomic factors [3][4] Market Sentiment - CZ's initial confidence in a multi-year bull run was based on institutional adoption and favorable regulations, but recent events have led to a more cautious outlook [3][5] - Bitcoin has recently dropped to yearly lows below $75,000, while gold and silver have lost over $10 trillion in market value [3] Factors Influencing Market Dynamics - Macroeconomic instability, including rising inflation and uncertain monetary policies, is affecting crypto valuations [6] - Geopolitical tensions and policy changes are increasing market uncertainty [6] - Market FUD (fear, uncertainty, doubt) has caused rapid price fluctuations and significant liquidations, exemplified by a $500 million event on January 29-30, 2026 [6] Long-term Outlook - Despite short-term challenges, long-term prospects for Bitcoin and crypto remain, driven by factors such as institutional adoption, regulatory clarity, and technological advancements [7] - CZ encourages the crypto community to focus on long-term strategies like "buy and hold" rather than reacting to market noise [5][4]

RT Ignas | DeFi (@DefiIgnas)BTC price prediction based on Manufacturing PMI is dumb:PMI stayed below 50 in 2023 and early 2024, yet BTC pumped from $16k to $73kIf you waited for PMI to reach 50, you would've missed 350% pumpAlso, US Economy is ~80% services, and less than 15% manufacturing GDP (Yes, I gemini'ed it)Claiming Bitcoin is driven by liquidity, institutional adoption (now ETFs), gold, and fiscal dominance makes sense.Manufacturing doesn't ...

BTC price prediction based on Manufacturing PMI is dumb:PMI stayed below 50 in 2023 and early 2024, yet BTC pumped from $16k to $73kIf you waited for PMI to reach 50, you would've missed 350% pumpAlso, US Economy is ~80% services, and less than 15% manufacturing GDP (Yes, I gemini'ed it)Claiming Bitcoin is driven by liquidity, institutional adoption (now ETFs), gold, and fiscal dominance makes sense.Manufacturing doesn'tSatoshi Flipper (@SatoshiFlipper):The bull market Bitcoin blow off top starts forming wh ...

Core Viewpoint - Bitcoin's price trajectory is evolving, with predictions suggesting it could reach $250,000 by the end of 2026, driven by institutional demand and macroeconomic factors rather than traditional halving cycles [2][6][8]. Group 1: Price Predictions and Market Dynamics - Tom Lee's forecast includes a potential 35% rally within the first 30 days of the year, aiming to surpass Bitcoin's all-time high of $126,000 [3]. - Lee's bullish scenario anticipates Bitcoin breaking its four-year cycle, driven by sustained ETF inflows and corporate treasury demand, potentially reaching $200,000 to $250,000 [16]. - The base case scenario projects Bitcoin prices between $100,000 and $170,000, reflecting a maturing asset with reduced volatility [17]. Group 2: Factors Influencing Bitcoin's Future - The recent leverage reset, following the October 2025 crash that liquidated $19 billion in positions, is seen as a necessary step for sustainable growth [11]. - Government support, particularly from the Trump administration and the anticipated passage of the CLARITY Act, is expected to unlock institutional capital [12]. - The correlation between Bitcoin and gold is strengthening, with stablecoin issuers becoming significant buyers of gold, positioning Bitcoin as a hedge against fiat currency debasement [13]. Group 3: Market Sentiment and Institutional Involvement - Lee believes the traditional halving cycle is losing its influence as institutional capital flows through ETFs and corporate treasuries accumulate [7]. - The end of quantitative tightening and a pivot towards rate cuts by the Federal Reserve in early 2026 could catalyze rallies across risk assets, benefiting Bitcoin [14]. - A bearish scenario suggests Bitcoin could fall to between $65,000 and $90,000 if institutional rebalancing leads to aggressive selling [18].

Crypto Market & Ethereum Growth - 2025 年是加密货币和以太坊的突破之年 [1] - 以太坊正在重塑全球金融市场，这得益于监管转变、数字资产金库和广泛的机构采用 [1] - 预计 2026 年将更加重要，因为更多组织将在以太坊上构建 [1] Ethereum Ecosystem Development - LineaBuild 将专注于成为一条自我维持的链 [1] - MetaMask 将扩展到更多的链上资产，并解锁更广泛的现实世界用途 [1]

Core Insights - Solana maintained its position as the most popular crypto ecosystem in 2025, capturing 26.79% of global interest in blockchain narratives despite a decline in market share and increasing competition [1] - The layer-1 network's market share fell by 12.0 percentage points from 38.79% in 2024, primarily due to challenges in expanding beyond meme-coin speculation, even as institutional adoption increased through U.S. ETF launches [2] - Base and Ethereum secured the second and third positions, with Base holding 13.94% of investor interest and Ethereum at 13.43%, reflecting a year-over-year increase for Ethereum [3][4] Market Share Dynamics - Base's market share decreased by 2.9 percentage points from 16.81% in 2024, despite significant developments such as the rebranding of Coinbase Wallet and integration with Shopify [3] - Ethereum's competitive position is under pressure from faster networks, with its scaling layer facing consolidation as Base, Arbitrum, and Optimism process nearly 90% of all L2 transactions [4] - Analysts predict that most of the 50-plus competing L2s may not survive through 2026, with smaller rollups experiencing a 61% drop in activity since June, leading to 'zombie chains' with minimal usage [5] Emerging Competitors - Sui and BNB Chain significantly increased their market presence, with Sui's market share rising by 6.9 percentage points to 11.77%, establishing itself as a credible competitor [6] - BNB Chain captured 9.05% of mindshare following a 4.9 percentage point increase, driven by the launch of Binance Alpha and strong on-chain trading volumes [7]