NAPOL
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Analysts State that Bitcoin's Decline is Not Related to US Shutdown or AI Bubble
According to Cointelegraph, experts point out that the recent devaluation of Bitcoin — which reached its lowest price in nearly eight months — was not caused by either the US government shutdown or fears of a potential AI bubble. Although some traders have associated the decline with macroeconomic uncertainties and a correction in the technology sector, analysts emphasize that other factors were more decisive.
Rational Root, an on-chain analyst, stated in a podcast that the main reason was the excess leverage in the futures market, which intensified the correction after BTC retreated from the historical high of $125,100 in October. PlanB and PlanC rejected the idea that concerns about AI influenced the decline, citing Nvidia's strong results — which recorded record revenue of $57 billion in the quarter.
For PlanC, only two plausible narratives remain: the possible weakening of Bitcoin's famous 4-year cycle and the impact of global liquidity. Cory Klippsten, CEO of Swan Bitcoin, argues that institutional entry may have altered the dynamics of these cycles. Jack Mallers from Strike reinforces that BTC reacts strongly to global liquidity conditions.
Despite the correction, Rational Root sees a positive outlook ahead, stating that Bitcoin is on a "clean slate" for new advances — something that has already occurred after three other strong recent market resets. There are also speculations that, with the end of the American shutdown, the SEC may expedite approvals for new crypto ETFs starting in 2026.
#BTC #SEC #etf #napol
$BTC
According to Cointelegraph, experts point out that the recent devaluation of Bitcoin — which reached its lowest price in nearly eight months — was not caused by either the US government shutdown or fears of a potential AI bubble. Although some traders have associated the decline with macroeconomic uncertainties and a correction in the technology sector, analysts emphasize that other factors were more decisive.
Rational Root, an on-chain analyst, stated in a podcast that the main reason was the excess leverage in the futures market, which intensified the correction after BTC retreated from the historical high of $125,100 in October. PlanB and PlanC rejected the idea that concerns about AI influenced the decline, citing Nvidia's strong results — which recorded record revenue of $57 billion in the quarter.
For PlanC, only two plausible narratives remain: the possible weakening of Bitcoin's famous 4-year cycle and the impact of global liquidity. Cory Klippsten, CEO of Swan Bitcoin, argues that institutional entry may have altered the dynamics of these cycles. Jack Mallers from Strike reinforces that BTC reacts strongly to global liquidity conditions.
Despite the correction, Rational Root sees a positive outlook ahead, stating that Bitcoin is on a "clean slate" for new advances — something that has already occurred after three other strong recent market resets. There are also speculations that, with the end of the American shutdown, the SEC may expedite approvals for new crypto ETFs starting in 2026.
#BTC #SEC #etf #napol
$BTC
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