Bitcoin's Enduring Thesis and Market Resilience Amidst Regulatory Shifts
Bitcoin's Enduring Thesis and Market Resilience Amidst Regulatory Shifts
Despite experiencing a challenging year and a tumble in the Crypto Fear & Greed Index, Bitcoin's long-term thesis remains unchanged, suggesting continued belief among investors. Concurrently, government policies, notably a 'pro-Bitcoin' administration, have fostered regulatory clarity and institutional adoption, leading to surges in spot ETFs and corporate BTC accumulation. These developments occurred even as the broader market faced a significant implosion, prompting questions about the interplay of policy and market outcomes for digital assets like Bitcoin and Ethereum.
As Bitcoin and Ethereum stumble through their worst year in recent memory, and the Crypto Fear & Greed Index tumbles into extreme fear, it may be time for crypto investors to return to first principles. The Bitcoin long-term thesis hasn’t changed, and if you believe it’s inevitably going up, you’ll buy at any price. As […]
When Donald Trump entered the White House in January, crypto markets expected alignment between policy and price. The new administration delivered on some of its promises by providing regulatory clarity, friendlier oversight, and the strongest institutional welcome Bitcoin had ever received. As a result, spot ETFs surged in assets, corporate treasuries accumulated BTC, and industry […]