Bitcoin News

Strive CEO said AI abundance "will create exponential value for scarce assets."

Inflation risks could complicate the outlook for Bitcoin, with crude oil above $100 a barrel since early October, the Federal Reserve's rate decision, and the Nov. 3 U.S. midterm elections as potential macro factors.

Grayscale has recently added CoreWeave, Nebius and DigitalOcean to its AI Compute ETF, which together make up about 26% of the fund.

If approved, Payward's Bitnomial would run and settle the markets, and a planned upgrade would let it limit trading to approved users.

Bitcoin's main upgrade this year changed how the network lines up waiting payments, while Bittensor's biggest first-hand milestone was Gracecale's fund adding more of its tokens.

According to Lee, despite the sell-off, the crypto pullback this time has been comparatively shallow compared to previous iterations.

According to Grayscale, Zcash has kept upgrading through long bear markets, helped by how it funds development. Bitcoin miners keep all of each block reward.

Global Liquidity expert Michael Howell expected global liquidity to pick up sooner than his 2027 base case.

Analysts expect third-quarter revenue of $6.58 billion, slightly below its last quarter result as per Koyfin data.

Analyst Michaël van de Poppe pointed to BTC’s 120% annualized return since 2011 against 6% for gold.

TeraWulf announced a shift in its business strategy to data centers for AI and high-performance computing clients back in 2024.

Visser said the low for the AI sell-off could come within two weeks, with cloud earnings, the midterms, and the Treasury’s refunding as possible catalysts.

DATA Network builds tools to license human-contributed data to AI labs, while USD.AI arranges GPU-backed loans.

Alfred called the recent AI infrastructure market fall a mid-cycle correction caused by capital supply worries rather than decreasing demand. He anticipates a major AI bull market and a new semiconductor-index high by mid-2027.

NEAR Protocol co-founder said NEAR AI aimed to deliver "private, verifiable, and secure AI" for people and companies.

McGlone said IBIT trades at about three times the volatility of TLT and pointed to a possible "Bitcoin $10,000 Reversion Path."

About $72 million remained available under the expanded program, which now runs through October 31, 2027.

Bitcoin's correlation with gold peaked in September at its highest level since the data began in 2018.

Franklin Templeton’s funds start with 95% in U.S. stocks and 5% in Bitcoin.

Oil prices rose on worries about renewed disruptions to Middle East supply and the possibility of U.S.-Israeli strikes on Iran. Brent crude closed at its highest since April 29.

According to on-chain monitoring firm Lookonchain, Hayes sold around $22.28 million in tokens across several altcoins.

Approximate minimums range from about $80,300 to about $364,800, and investors must go through an authorized participant.

The OCC will issue anti-money laundering and sanctions rules in a separate rulemaking, and the rule and the law take effect next January.

NEAR Business allowed teams to pay staff and vendors, swap assets, and allocate capital across more than 35 chains, including BTC, ETH, and SOL.

IREN’s Badajoz campus is set to provide an estimated 300 megawatts of capacity and has already secured grid power for the site as it is built.

Markets are also pricing in the upcoming Federal Reserve meeting, which Bitunix analysts said could further pressure Bitcoin.

Referring to the merger, Dromos Labs CEO Cutler said, "Every CME needs a New York stock exchange."

Cameron Winklevoss pointed toward the trillions of dollars that AI labs have pushed behind data centers as a possible “catalyst” for the coin.

Saylor expects Bitcoin to top $100,000 within a year, but added that, "I can't be sure it happens by the end of the year."

BlackRock’s new proposed “PBIT” fund would use options on IBIT, cash, and short-term bonds rather than directly holding BTC shares.

BTC traders saw over $34 million in liquidations, nearly 85% of it from longs, while shorts accounted for about 83% of XMR’s $216,110 in liquidations.

The investment firm took Bitcoin out of its primary portfolio models due to volatile returns and uncertain correlations.

Strategy bought 267 Bitcoin over the past week, bringing its total Bitcoin holdings to around 848,517 BTC.

McGlone said stocks, metals and copper have not followed Bitcoin lower this time.

According to Coinglass, broader crypto markets saw nearly $352 million in liquidations over 24 hours.

Long-term investors might see the current trading range for Ethereum as an accumulation opportunity, analysts said.

Jordi Visser said BTC’s Sharpe ratio over the last four months stood out, while the SPX and NDAQ have been flat.

Higher Fed rates also push banks to provide better deposit rates, which may slow adoption of stablecoins as users weigh their options.

Strategy plans to pay STRC dividends every calendar day, including weekends, in line with the shift toward 24-hour tokenized trading.

The CFTC sued Gemini in 2022, and the exchange agreed to pay the $5 million penalty in January 2025 after more than three years of litigation.

Balaji Srinivasan said BTC became “a reserve currency of Western institutions,” while ZEC was “the currency of Western individuals.”

Bankless co-founders said BTC climbed into the month from the $60,000s, unlike last year's slide from a record high.

Charles Schwab’s Lynch said BTC’s long-term fundamentals haven’t changed, even as Ethereum fell hard this year.

Darkfost said that Uniswap's TVL surpassed $4 billion in September, as DEX trading volume hit an all-time high of $93.6 billion.

Visser wrote that tokenization meant "the destruction of hedge funds," and said hedge funds were already reaching out to ask what it meant for them.

In a letter to MSCI, Strategy asked MSCI to withdraw its newly proposed index eligibility framework.

Cantor Fitzgerald said AI data center stocks have sold off broadly since their June highs, even though companies differ in management quality, contract strength and project execution.

The September consumer price index rose 3.7% year over year, up from 3.4% in August and above economists' expectation of 3.6%.

BTC’s Bollinger Band width narrowed to 4.9% from 11.6% in a week, signaling compression without a clear breakout direction.

Coinbase called for a separate plan for immovable coins, including lost wallets and Satoshi-era holdings, with options ranging from freezes to spending limits.