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Bitcoin-focused treasury companies are now facing a tough “Darwinian phase,” according to a new analysis from Galaxy Research. These companies previously benefited from their share prices trading above the value of the Bitcoin they held. That allowed them to raise money, buy more Bitcoin, and create a cycle of rapid expansion. However, this model has broken down as Bitcoin’s price has fallen sharply from its highs and investor appetite for risk has weakened. Many of these firms now trade below the value of their Bitcoin holdings, meaning their leverage is working against them instead of helping them grow. Galaxy warns that the same strategies that boosted gains during the bull market are now worsening losses. Several Digital Asset Treasury (DAT) stocks that once traded with large premiums are now at discounts, with firms like Metaplanet and Nakamoto seeing steep drawdowns. In extreme cases, prices have collapsed over 98% from their peaks — similar to volatile memecoin sell-offs. source - cointelegraph #BTC #Cointelegraph
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How Bitcoin, XRP, Ether, and Solana Could React to Friday’s Inflation Data Crypto markets are waiting for the upcoming U.S. inflation release, which could influence major digital assets this week. 🔹 The report focuses on Core PCE — the Federal Reserve’s preferred inflation indicator 🔹 Analysts expect a reading near 2.9% for September 🔹 That would mark more than 4 years of inflation above the Fed’s 2% target Despite ongoing price pressure, volatility in crypto has remained relatively calm, with no major spikes in option pricing. 📉 If inflation numbers come in softer than expected: • The 10-year Treasury yield could decline • Risk assets like cryptocurrencies may see renewed buying interest • A short-term market recovery could follow #BTC #CoinDesk
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Ripple CEO Brad Garlinghouse believes Bitcoin could reach $180K by the end of 2026 🚀. He noted that ongoing regulatory progress, such as initiatives like the CLARITY Act, may provide a boost for the crypto sector ⚡. This week, Bitcoin has risen about 1%, recently trading above $92K 💹. #BTC #Decrypt
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🚀 Analysts have turned bullish again on major cryptocurrencies! 📈 Bitcoin is expected to reach $100K rather than face a large drop, while Ethereum may climb to $4,000 before any potential dip to $2,500. 💡 Experts also believe a major $2B+ liquidation is unlikely before year-end. #BTC #ETH #CryptoNews #BinanceSquare #Altcoins #CryptoUpdates
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