#bitcoin

#bitcoin

Over the weekend, after President Donald Trump unexpectedly announced a 100% tariff on all imports from China, effective November 1, 2025 (or earlier if Beijing continues its export restrictions on rare earth materials), global risk assets immediately tumbled. Bitcoin reacted most sharply, plunging nearly 17%, from around $122,000 to approximately $107,500 within a few hours, before quickly rebounding to around $115,000 by early Monday trading.

A post on X by The Kobeissi Letter captured the scale: "It's official: Crypto just saw its LARGEST liquidation event in history with 1.6 MILLION traders liquidated. Over $19 BILLION worth of leveraged crypto positions were liquidated in 24 hours, 9 TIMES the previous record." It notes it marked a single-day swing in Bitcoin's market cap of a $380 billion.

Venezuelan opposition leader María Corina Machado has been awarded the 2025 Nobel Peace Prize, recognized for what the Norwegian Nobel Committee called her "tireless work promoting democratic rights for the people of Venezuela." But for many in the Bitcoin community, the win carries another layer of meaning - because Machado isn't just a democracy activist. She's also one of few (but growing) global political figures who has openly embraced Bitcoin as a tool of resistance against authoritarianism.

In this week's analysis, we explore what happens when every significant Bitcoin data point - from on-chain activity to macroeconomic liquidity - is merged into one unified model designed to refine bitcoin price prediction. This is the Bitcoin Everything Indicator, built to capture every key driver of BTC price action in a single, dynamic framework. But as Bitcoin evolves, and as institutions and global markets reshape its behavior, we'll also look at how adapting this model to changing conditions can make it even more powerful.

The broader crypto market is under pressure. Bitcoin slipped roughly 2% over the past 24 hours, retreating from recent highs. That drop is rippling into crypto-linked equities - Strategy is one of the most exposed. Strategy (MSTR) is currently trading at $319.84 Strategy, co-founded by Michael Saylor, reported $3.9 billion in fair value gains for the third quarter of this year.

Some might argue that we're committing too little too late; others will point out the volatility and speculative nature of the investment. Yet, given the FSIL's particular profile and mission, the fund's management board concluded that a 1% allocation strikes the right balance, while sending a clear message about bitcoin's long-term potential.

Opendoor CEO Kaz Nejatian put out a social media hint that his company may soon allow the purchase of homes using Bitcoin or other crypto. In a reply on X to a user asking whether Opendoor would permit home buying with Bitcoin or crypto, Nejatian responded, "We will. Just need to prioritize it." The comment, though brief, sparked speculation that the housing company might add crypto payments into its platform.

There are several key drivers for the bullish reversal. Macroeconomic uncertainty - including the ongoing U.S. government shutdown - has led investors toward alternatives like bitcoin, historically seen as a hedge against traditional financial risks. Geoffrey Kendrick, head of digital assets at Standard Chartered, believes that bitcoin's role as a safe haven is being amplified by the fiscal gridlock in Washington.

In any case, investors seeking higher-risk, higher-upside investments may be looking at Bitcoin and XRP ( CRYPTO:XRP) as opportunities to put a bit of new money to work. Undoubtedly, the latter has been more explosive in recent years, rising 474% in the past two years and more than 1,089% in five years. Meanwhile, Bitcoin has trailed behind with a gain of over 330% and 1,011%, respectively, over the last two and five years.

We've heard some pretty outrageous longer-term price targets on Bitcoin ( CRYPTO:BTC) and other cryptocurrencies (think Ethereum) in recent years. And while it seems absurd to envision a single Bitcoin going for $1 million one day, let's just say anything is possible in the wild world of crypto. In any case, Bitcoin goes for just north of $114,000 today, so a run to the million-dollar mark would entail just shy of a 900% rise from current levels.

In a wide-ranging conversation with Bitcoin Magazine, the Strategy co-founder sketched out an "endgame" where his firm builds a trillion-dollar bitcoin balance sheet - and then uses that capital base to help reinvent the global credit system. "I think the endgame is we accumulate a trillion dollars worth of bitcoin and then we grow it 20, 30% a year," Saylor told Bitcoin for Corporations Managing Director George Mekhail. "The endgame is get to a trillion dollars of collateral growing 30% a year" At the core of Saylor's vision is scale. He believes Strategy - and other Bitcoin treasury companies likely to follow - can ultimately accumulate a trillion dollars worth of BTC.

Capital One sent me a letter in the middle of the night stripping 300 bank accounts from [our properties] for doing absolutely nothing wrong." Trump told Payne that he met people in the crypto space and realized how brilliant they were and how "antiquated modern finance" had become. Trump painted a picture of traditional banking as slow and cumbersome and how crypto could speed up financial interactions.

The acquisition seems to be a part of a deliberate strategy to diversify Tether's reserves into "hard assets" such as bitcoin, gold, and even agriculture. Earlier this year, the company disclosed it held over 100,000 BTC alongside 50 tons of gold, while also investing in XXI, a bitcoin treasury firm, through transfers exceeding 15,000 BTC in June and July. Tether has not made any official announcement regarding this transaction. Presumably this transaction is a purchase, but it could be a transfer for another purpose.

YoungHoon Kim, a South Korean figure who calls himself the "world's highest IQ record holder," says he has converted all of his assets into bitcoin. Kim also predicted that bitcoin will grow at least 100-fold within the next decade, eventually becoming the world's "ultimate reserve asset." He shared a photo of himself meeting Matt Prusak, president of American Bitcoin, a firm tied to the Trump family.

Bitcoin surged past $114,000 on Monday, extending a rally that has defied its usual September weakness. The move comes after bitcoin briefly tested support near $107,000 earlier this month, only to rebound over the course of the month. The gain marks bitcoin's strongest September since 2012, with prices up roughly 8% on the month. Technical traders note that BTC has broken out of a descending wedge formation on the short-term charts

The Genius Act, passed in July 2025, signals a bold U.S. strategy to counter this by legalizing Treasury-backed stablecoins, unlocking billions in foreign demand for U.S. bonds. The blockchain hosting these stablecoins will shape the global economy for decades. Bitcoin, with its unmatched decentralization, Lightning Network privacy, and robust security, emerges as the superior choice to power this digital dollar revolution, ensuring low switching costs when fiat inevitably fades.

The YieldMax MSTR Option Income Strategy ETF ( NYSEARCA:MSTY) has been moving steadily lower over the months. With shares now going for $15 and change per share, many investors are wondering if it's worth it to keep buying on the way down to lower that average cost basis or if it's better to just hang on for the ride. In a specific case I stumbled upon on Reddit, a poster asked if they're the only person out there that's continuing to buy on the way down. Of course, this person may feel alone in buying MSTY shares into weakness, but they're not. Many folks on Reddit are just content with hanging on and collecting that massive distribution payout that continues to be quite towering to this day at just north of 92%.

On-chain data shows that whales holding more than one hundred bitcoin have recently begun transferring large amounts after years of inactivity. These movements have historically lined up with cycle tops or periods of heightened BTC volatility. This suggests that some of Bitcoin's longest-term holders are realizing profits or rotating positions. The current wave of transfers is significant but smaller relative to total circulating supply than what was seen in prior peaks.

Fold, a Bitcoin-first financial services company, announced today that it is tapping Stripe and Visa to power its forthcoming Fold Bitcoin Credit Card™, a product designed to make Bitcoin accumulation as simple as swiping a card. The partnership pairs Stripe's infrastructure with Visa's global payments network, combining scale, reliability, and security with a rewards system denominated entirely in Bitcoin.

Cryptocurrency traders saw more than $1.5 billion in bullish wagers liquidated on Monday, triggering a sharp selloff that hit smaller tokens hardest. Ether slumped as much as 9% to $4,075 as nearly half a billion dollars of leveraged long positions in the second-largest token were liquidated, according to data from Coinglass. Bitcoin declined 3% to $111,998 at one point. Coins like Solana, Algorand and Avalanche also slipped.

I agree with Berners-Lee's diagnosis. But regulation is not the cure. The web's decline is not merely a design failure; it is also an economic one. Design choices follow incentives, and those incentives have been distorted by fiat money and the advertising model it props up. Cheap credit from the fiat-fuelled venture capital system pushed Silicon Valley away from hacker-led engineering and toward surveillance-driven profit extraction.

We've yet to be able to track down his Coinbase account info, so we've never sold anything, and this bitcoin is just through the roof,

From a low-key, circular podium in the middle of a lavish New York City event hall, Strategy executive chairman Michael Saylor took the mic and opened the Bitcoin Treasuries Unconference event. He joked awkwardly about the orange ties, dresses, caps and other merch to the (mostly male) audience of who's-who in the bitcoin treasury company world. Once he got onto the regular beat, it was much of the same: calm and relaxed,