IBITiShares Bitcoin ETF

Warsh said the Fed's intention was to fulfill Saturday's statutory deadline for GENIUS Act stablecoin regulation, but he did not make a direct promise.

If Bitcoin's price drops to $45,000, that would put 59% of supply underwater, the largest since 2018, said analyst James Check.

CryptoQuant analyst Darkfost noted that Bitcoin has traded below its $70,700 short-term holding-cost basis for 9 months, a trend that has paralleled bear-market cycles.

The pseudonymous authorship, potential backing by a mining company, minimal miner support, and the risk of splitting Bitcoin into competing chains have made BIP 110 controversial.

Arthur Hayes dismissed the CLARITY Act saying that it would have "no significance" in moving Bitcoin's price.

The debate centers on proposals to limit non-payment data in Bitcoin transactions, with critics warning the effort could split the network.

In a note to investors, 10x Research stated that Bitcoin, SpaceX and Starlink are part of the same long-term infrastructure buildout rather than separate investment themes.

Standard Chartered's Geoff Kendrick said investor concerns from Strategy’s Bitcoin sales stem from its shift away from its long-standing "never sell" messaging rather than from any deterioration in Bitcoin's fundamentals.

The view marks a shift from JPMorgan's earlier warning that Strategy's Bitcoin sales could create market risks because of its large holdings.