Why does Bitcoin perform relatively poorly compared to gold and stocks?
Why does it seem that there are numerous historic bullish factors for Bitcoin in 2025 — including national reserves, ETF market entries, corporate treasury purchases, stablecoin legislation passing, and increased adoption... yet the price has plummeted from a high of about $126,000 to around $80,000–90,000? Here are the main reasons generally believed by the market and analysts (and why there is a contradiction of 'existing bullish factors yet price drop'):
📉 Main sources of pressure — Bullish factors ≠ immediate conversion to demand/price - Macroeconomic conditions and risk appetite shifting
Global capital market environment changes. This year, interest rate outlook, strong dollar, and concerns about the economy and inflation have caused funds to flow out of high-risk assets (including cryptocurrencies, tech stocks, and even some gold). Bitcoin is also caught in the 'sell-off pressure of all market risk assets.'
In 2022, LUNA wreaked havoc in the cryptocurrency world, how many families were ruined and how many jumped to their deaths, the blood and tears of history!
Zombit
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Terra founder Do Kwon claims a 5-year sentence is sufficient
According to Bloomberg reports, Terraform Labs co-founder Do Kwon argues that he should be sentenced to no more than five years in prison in relation to the fraud case stemming from the collapse of the TerraUSD stablecoin in 2022, which led to a loss of $40 billion.
Kwon admitted to conspiracy and wire fraud in August, avoiding the scheduled trial. He was previously wanted by Interpol and was arrested and convicted for using a fake passport while fleeing to Montenegro, and was subsequently extradited to the United States.
Kwon's lawyer noted in a sentencing recommendation submitted on Wednesday evening that, although prosecutors agreed in his plea deal not to seek a sentence longer than 12 years, the defense believes such a sentence is still "far beyond what is necessary to achieve justice."
Don't rush, wait until the dream falls to 1000 USD to buy the dip
玄阳师兄
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Don't rush to buy the dip, wait until Bitcoin drops below $50,000, then buy Bitcoin spot, this is the winning strategy in the crypto world. Don't underestimate the rise of Bitcoin spot, the rise of altcoins is not as good as Bitcoin. Contracts require a high level of investment skills, and generally, it's difficult to win. So buying Bitcoin spot at the bottom of a bear market is the winning strategy in the crypto world. $BTC $ETH $BNB
JPMorgan May Face Resistance from Bitcoin Community Due to MSCI New Rules, Potentially Triggering $2.8 Billion Fund Withdrawal
According to PANews, on November 24, the Bitcoin community's resistance against JPMorgan has intensified, as MSCI plans to exclude companies with over 50% digital asset allocation from major indices. JPMorgan stated that this move could trigger a withdrawal of $2.8 billion in funds.
Bitcoin advocate Grant Cardone stated that he has withdrawn $20 million from JPMorgan and is suing them for credit card violations. Max Keiser is calling for buying Strategy and Bitcoin. The exclusion of crypto asset reserve companies from the index could have a negative impact on the market.
Plasma is not just a chain; it aims to integrate stablecoins into the rules of global finance.
If you only see Plasma as 'just another new public chain', then you really underestimate its ambition. This team is not trying to create a new playground for cryptocurrency speculation; they aim to truly integrate stablecoins into the global financial system, creating a value infrastructure that is usable, auditable, and compatible with regulatory requirements. To put it bluntly, they want to turn the slogan 'stablecoin = payment network' into a daily tool that ordinary people can easily use, institutions can embrace, and regulators can understand. The real turning point is when they obtained the Italian VASP financial license (which is the formal qualification for cryptocurrency service providers) and set up an office in Amsterdam, clearly aiming to tackle the EU's MiCA regulatory framework and EMI electronic money license. This move is equivalent to announcing to the world: Plasma is not just pretending to be 'regulatory compliant', but is serious about taking control of core processes like settlement, fund custody, fiat currency transactions, and even physical card payments, personally shouldering the operational responsibilities. This is completely different from those projects that shout 'my chain is fast and cheap' — they want to cover all key aspects of the payment process, allowing stablecoins to operate in compliance like electronic money issued by banks.
Crypto trader James Wynn states he will short Bitcoin at the right time
According to Foresight News, crypto trader James Wynn tweeted that he loves Bitcoin but will take action when he sees opportunities to short and make money, such as predicting Bitcoin will peak at $120,000. He emphasized that he is both a holder and believer in cryptocurrency and a trader, stating that expressing opinions publicly is a sign of honesty.
WLFI Team Destroys 166,667,000 WLFI in Response to Intrusion
According to a report by BlockBeats on-chain detective, on November 20, the WLFI team executed an emergency function, destroying 166,667,000 WLFI from the compromised address, valued at approximately $22.14 million, and reallocating the funds to a recovery address. This function is used in cases where investors lose access to their wallets or malicious accounts obtain WLFI through vulnerabilities.
ETFs themselves have the effect of assisting in both upward and downward movements; an upward trend assists in price increases, while a downward trend is necessary to maintain redemption reserves, thus providing a downward assistance effect. Do not mislead carelessly.
靠币来自由
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How about it? I said BlackRock is here to crash the market, yet someone actually countered with, "What if they're here to support the market?"
Which good person supports the market by transferring BTC and ETH to CEX?
Supporting the market should be BlackRock frantically buying up and accumulating, not transferring out Bitcoin and ETH.
This wave of market crash might lead BTC towards 70,000 USD; the real plunge has just begun, and everything before this was just small skirmishes.
But don't panic...
I've thought of a brilliant idea that can help 100% survive this round of bear market: hoard spot assets $BNB , $XRP , and $SOL .
The reasons for bottom-fishing BNB need no elaboration; those who understand know, and those who don't, explaining it won't help. Just remember one thing: ETH could potentially crash, but BNB won't; this is a lesson learned from two bear markets.
Not only will the bear market not crash, but once the bull market arrives, BNB will rebound dramatically, soaring high, with a minimum rise of 25 times, reaching the range of 23,000 USD per token.
Note ⚠️
This is the minimum valuation; BNB also has the super ace BSC chain, and the BSC meme ecosystem hasn't exploded yet.
Originally, October was on the verge of an explosion, but it was forcibly pushed back by some manipulative tactics. However, in a certain sense, this is a good thing.
The more suppressed it is, the more violently it will explode; perhaps after the bear market, BSC might directly blow up, pulling BNB to 50,000 USD per token isn't impossible.
Speaking of the meme ecosystem, SOL is definitely an unavoidable hurdle; the last bull market was driven by SOL's memes.
After such a long period of fermentation and preparation, SOL has now become the most critical infrastructure for web3 and DeFi, equipped with the king of speed's crown, plus the improvement of ecosystems like smart contracts and NFTs.
SOL will surely go on a crazy "revenge" after the bear market, with a guaranteed minimum of 3,000 USD per token.
Not investing in SOL will surely lead to regret.
Lastly, XRP.
During this time, the biggest discussion on Wall Street has been about the XRP ETF.
Master Bao said: XRP will become the next BTC.
Imagining XRP at 100,000 USD per token is daunting, but XRP at 100 USD is not impossible.
Moreover, as long as there is an ETF for a cryptocurrency, it is equivalent to having a protective talisman, making it unlikely to have a risk of going to zero.
XRP is very likely to become the "vested interest" in this round of bear market.
Remember one thing: regardless of the market, for certain coins, for some people, it is a bull market, and they can profit handsomely.
Thanks Peter Schiff! As long as you come out and mock BTC, it means the short-term bottom for Bitcoin has arrived! Consistently accurate all along! I am starting to increase my BTC holdings!
奔跑财经-FinaceRun
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Peter Schiff mocks that Bitcoin has fallen over 40% against gold, the crypto community remains indifferent
Recently, well-known Bitcoin critic and economist Peter Schiff once again spoke out, pointing out that when priced in gold, Bitcoin's actual drop is much greater than its performance measured in USD.
On November 18, Schiff posted on the X platform that Bitcoin has dropped over 40% relative to gold, bluntly stating that the term “digital gold” is a speculative scam that will ultimately force investors who believe in this narrative to sell off.
From specific data, in March this year, one Bitcoin could be exchanged for about 33 ounces of gold, but by mid-November, this ratio has dropped to 22 ounces.
At the same time, Bitcoin's price has fallen below $90,000 for the first time in seven months, down 28.5% from the historical high of $126,000 set in October, while gold prices remain stable above $4,000.
In light of this, Schiff not only urged investors to “sell Bitcoin and buy gold immediately,” but also challenged Michael Saylor, the chairman of Strategy, to a debate, questioning the sustainability of his business model.
In response to this challenge, Saylor not only publicly defended Bitcoin's volatility but also, after a few weeks of slight increases in his company's holdings, purchased an additional $836 million worth of Bitcoin this week.
Schiff also warned that this round of Bitcoin's decline is different from previous ones and may have already entered a prolonged bear market, but the cryptocurrency community largely remains unconcerned. Some investors pointed out that Bitcoin experiences 30%-50% pullbacks in each cycle, but this does not affect its long-term value.
Other users responded by thanking Schiff for providing bottom signals, stating they would continue to buy. They emphasized that BTC has been declared “dead” over 400 times in history, yet its actual performance has always been excellent and has stood the test of time.
It is worth noting that while Bitcoin's drop from its recent 52-week high exceeds that of major tech stocks like Apple (-4%) and Nvidia (-12%), it is significantly lower than that of cryptocurrency concept stocks like Strategy (-64%) and Coinbase (-41%).
This series of comparative data indicates that BTC has neither escaped the high volatility characteristic of crypto assets nor is it more stable than similar cryptocurrency concept targets.
In the early morning of November 13, 2025, While most people are still asleep Bitcoin suddenly gave global investors It was a wake-up call. —From $102,000 to $97,900 It hit a nearly six-month low.
This is the third time this month that it has fallen below the $100,000 mark. In just 4 hours, $34 billion in market value just evaporated like that. It's more than the GDP of some small countries.
Even more deadly is that The well-known institution 10X Research even released a report at this time. They directly declared, "Bear market confirmed."
From the peak of $126,000 to now, Bitcoin has fallen by 23%.
Historical experience shows that if the rise is driven by news, the buying pressure is neither solid nor lasting. Positive messages do not necessarily support long-term growth; sometimes they resemble a chaotic pressure rather than substantial structural improvement. In fact, non-substantial positive news is like poison.
puppies风来
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The understood king will release a heavyweight message, 100% win rate insiders have built positions in advance.
Trump will announce a "significant" cryptocurrency announcement today at 3 PM Eastern Time (4 AM Beijing Time today)!
According to reliable sources, this is highly likely the "U.S. Cryptocurrency Legalization Act" he promised at the Bitcoin conference in Nashville last week!
If the news is true, the cryptocurrency market will welcome a super boon! It will completely end the SEC's brutal crackdown on the cryptocurrency industry, and the U.S. will become the world's largest compliant cryptocurrency market!
With a win rate of 100%, insiders are frantically building positions 6 hours before the announcement! It is reported that the individual spent $75 million to buy BTC, ETH, and SOL, achieving about $8 million in profit within just a few hours. Clearly, he has foreseen the arrival of significant trends.
A historically significant super boon is about to strike, sleepless tonight, waiting for Trump to personally ignite the global cryptocurrency market! $BTC $币安人生 $ZEC #美国政府停摆 #特朗普概念币 #加密立法新纪元 #美国ADP数据超预期
Five years ago, ten years ago, many people said that Bitcoin would go to zero, and as a result, those who were bearish on Bitcoin forever missed the chance for financial freedom. In the end, the ones who quietly became incredibly wealthy will not come out to proclaim the opportunity for financial freedom. In another ten years, the same script will replay, and those who miss the opportunity will always miss it!$BTC
靠币来自由
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Seen elsewhere: $BTC is about to go to zero.
Considering the actual situation, this argument seems very reasonable.
Why?
Since 25 years ago, up until now, ancient giant whales that have been dormant are throwing away their BTC.
On-chain data shows that the BTC that has been sold off has already exceeded 40 billion.
This is a terrifying number, seemingly really proving that: BTC has peaked, and the next step is the road to zero.
BTC is the "cornerstone" of the cryptocurrency world; if BTC goes to zero, the entire cryptocurrency world will also go to zero.
I can't imagine how many people will be on the rooftop at that time.
However!
I do not believe that BTC will go to zero.
A senior once told me: All over the world, no matter where, we can see it as a "ranking" game.
From the perspective of life's meaning: everything in this world has nothing to do with us, therefore all of this has no value.
Where does value come from?
Virtual currency and BTC demonstrate this mystery very well: value comes from consensus.
When everyone believes that an item has value, it has value; so how can this valuable thing become worthless?
The answer is astonishing: forming a consensus on value is difficult, and zeroing out value is also difficult.
Because society is a huge ranking game, taking BTC as an example: if it falls below 100,000 U, someone will immediately buy the dip at 98,000 U; these people are ranked at "98,000 U/BTC."
If BTC continues to fall, it will reach 80,000 U, and then someone will buy the dip again, 70,000 U, still someone buys the dip, 60,000 U, there are still people buying the dip………
No matter how it falls, there will always be "people at this position" who will buy the dip.
To go to zero, unless no one buys the dip, and everyone thinks it is worthless.
But there is a type of person in this world called "stubborn types"; these people dare to buy even if BTC falls to 0.1 U.
Therefore, something that has formed a value system is very difficult to go to zero.
This reasoning is very worthy of long-term investors to "enlighten."
Rise and fall make no difference; it all requires a reason.
I believe $WLFI can be valued at over 20 U, why?
With the support of the understanding king.
$ASTER is the same; with CZ backing, so I believe in miracles. {future}(ASTERUSDT) {future}(WLFIUSDT) {future}(BTCUSDT)
The selling comes from holders with insufficient confidence and those washing leverage, the death spiral reappears, short-term $BTC will test the low point of 102000 again, after the floating amount is cleaned, the buying comes from companies hoarding coins and long-term holders, enduring until dark is the dawn.
Binance News
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Long-term Bitcoin holders sold 400,000 BTC in 30 days, accounting for nearly 2% of total supply
According to PANews, crypto analyst Quinten stated that in the past 30 days, long-term Bitcoin holders have sold a total of about 400,000 BTC, accounting for nearly 2% of the total Bitcoin supply. Despite facing significant selling pressure, Bitcoin remains above $100,000. He noted that once real market demand kicks in, the price of Bitcoin may see greater upward potential.
If quantum computing can break cryptocurrency wallets, it means that all online finance and transactions will also be compromised. At that time, it won't just be cryptocurrencies that collapse; all digital finance will collapse.
人家是小仙女嘻嘻
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Breaking News: Cryptocurrency will crash in two years! By 2027, quantum computers will crack every wallet in the right hands Trillions will be stolen in seconds (more than any previous hacking attack) I have studied all the data: how this could happen and how to protect yourself $BNB $BTC $ETH
$TRUMP has something, it is very strong, just added some more! $WLFI once again testing the bottom, my intuition tells me — the last dance of the crazy bull market may officially begin! 🚀🚀🚀
$WLFI The market maker is DWF, The market-making technique is to start with a sharp drop to wash out, Dropping to the point where everyone doubts life and feels despair, Then it surges wildly, Surging to the point where everyone finds it unbelievable, a peak of ecstasy! Holding for three years $WLFI , it's hard not to get rich!
Binance founder CZ (Zhao Changpeng) does not like this statue and reminds everyone to pay attention to risks. The creator of this statue is showing it off everywhere and wants to send this gold-plated statue of Zhao Changpeng to him. After Zhao Changpeng learned about it, he was quite unhappy and responded, saying: "I am not a narcissist."