While historical comparisons with giant companies dominate the headlines, a deeper analysis reveals a more complex situation in the Bitcoin market.
In October 2025, the market capitalization of Bitcoin surpassed that of Amazon, making it the seventh largest asset in the world. However, the market is currently facing a sharp decline, with Bitcoin losing about a quarter of its value since its peak in October.
On Wall Street, the picture shows a contrast:
· Significant strategic investment: In December 2025, "Strategic" (led by Michael Saylor) announced the largest Bitcoin purchase since July, worth $962.7 million.
· Withdrawal from ETF funds: U.S. Bitcoin exchange-traded funds (ETFs) experienced significant outflows, totaling $903 million on November 20, indicating selling by some institutions.
Analysts link this volatility to uncertainty regarding the Federal Reserve's monetary policy and a slowdown in immediate demand. While long-term confidence remains strong among major players, the current landscape is characterized by institutional caution towards short-term risks.$BTC
