Bitcoin Updates: Analysts Praise Bitcoin Approach, Yet Copying Becomes Increasingly Hazardous

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Bitcoin Updates: Analysts Praise Bitcoin Approach, Yet Copying Becomes Increasingly Hazardous

Bitget-RWA2025/10/25 10:32

By:Bitget-RWA

- Strategy's Michael Saylor plans to buy more Bitcoin as prices rebound, but capital constraints limit growth without shareholder dilution. - Mixed market signals show $477M ETF inflows vs. a $19B crypto crash, with experts forecasting $200K Bitcoin by 2025 despite ETF stagnation. - Swiss bank Sygnum introduces transparent Bitcoin lending via multisign custody, aiming to boost institutional participation in crypto collateral. - Regulatory risks rise as BOE investigates AI-linked data-center lending, while

Analysts Maintain That Strategy's

Bitcoin

Approach Remains Effective—But Opportunities to Imitate Are Diminishing

Michael Saylor's

Strategy

, which holds the largest corporate stash of Bitcoin at 640,250 BTC (worth $71 billion), is hinting at the possibility of another substantial Bitcoin acquisition, even as it faces obstacles in securing new capital. Saylor recently posted a chart showing previous purchases and alluded to the

next buy

after Bitcoin climbed past $111,000. The company's market-to-Net-Asset-Value (mNAV) ratio has dropped to 1.3x, making it harder to expand its Bitcoin reserves without impacting shareholder value. The most recent acquisition, in early October, saw 220 BTC added at an average price of $123,561, primarily financed through preferred stock, according to the report.

Market signals remain mixed. On October 22, Bitcoin ETFs saw

ETF net inflows

totaling $477 million, with BlackRock's IBIT accounting for $210.9 million.

Ethereum

ETFs received

Ethereum ETF inflows

of $141 million, led by Fidelity's FETH and BlackRock's ETHA. These inflows contrast with the recent $19 billion crypto market downturn in October, which Standard Chartered’s Geoff Kendrick believes could help propel Bitcoin to $200,000 by 2025, even as ETF inflows remain sluggish, according to a

crypto crash analysis

Institutional developments are also transforming the Bitcoin sector. Swiss-based Sygnum Bank has introduced a

multisign custody model

for a Bitcoin lending solution, enabling borrowers to maintain control over their collateral via distributed key management. This system, planned for a 2026 rollout, is designed to meet the rising demand for transparent collateral frameworks and could broaden institutional involvement in Bitcoin-backed lending.

Yet, regulatory oversight is intensifying. The Bank of England is examining data-center lending linked to AI, cautioning that a collapse in AI valuations could threaten financial stability. With projections of $6.7 trillion to be invested in AI infrastructure by 2030, the BOE's

data-center lending probe

underscores possible ripple effects for crypto markets. At the same time, UK banks have already enacted restrictions on crypto payments, further complicating institutional access to digital assets.

In spite of these challenges, specialists contend that Strategy's approach is still sound. Its methodical accumulation of Bitcoin during price recoveries is consistent with historical trends. However, the company’s limited mNAV buffer and the growing dominance of ETFs—which now see BlackRock alone holding 803,287 BTC—indicate that the chance to mirror Strategy's achievements is rapidly closing.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

- Ripple launches blockchain research council to advance DeFi and quantum computing through academic partnerships. - University of San Francisco collaboration focuses on blockchain policy analysis and hands-on infrastructure training. - $1.5M RLUSD grants fund global universities while acquisitions expand XRP's institutional utility in cross-border payments. - Market analysts highlight XRP's $2.30-$2.50 resilience as academic initiatives drive adoption toward a "global Internet of Value."

Bitget-RWA•2025/10/29 00:58

XRP News Today: Ripple Partners with Universities to Advance the Blockchain 'Internet of Value'

Bitcoin Updates: Crypto Market Faces Collapse as $217M in Leveraged Positions Are Liquidated

- A top Bitcoin whale with a "100% win rate" suffered its first loss, liquidating a $250M BTC long position at $12.68M after 24 hours. - The liquidation occurred amid a $217M global crypto crash, with Bitcoin falling below $113K and Ethereum under $4K due to leveraged trading cascades. - Geopolitical shifts (U.S.-China tensions easing) and a 97.8% chance of Fed rate cuts created conflicting market pressures, while other whales added leveraged ETH positions. - Analysts warn of leveraged position fragility,

Bitget-RWA•2025/10/29 00:24

Bitcoin Updates: Crypto Market Faces Collapse as $217M in Leveraged Positions Are Liquidated

Bitcoin News Update: Undefeated Crypto Whale Faces Initial Setback, Highlighting Dangers of Leverage in Unstable Markets

- A "100% win rate" crypto whale suffered its first loss, liquidating a $2.5B BTC long at a $12.68M loss amid market volatility. - The whale now holds 10x leveraged ETH and SOL positions, while other whales scale BTC/ETH longs or open large ETH shorts via 25x leverage. - 24-hour price swings erased $600M in leveraged positions, with Bitcoin's long/short ratio stabilizing but "fragile sentiment" persisting. - Altcoin whales show divergent strategies, including a HYPE insider boosting 5x leveraged longs desp

Bitget-RWA•2025/10/29 00:24

Bitcoin News Update: Undefeated Crypto Whale Faces Initial Setback, Highlighting Dangers of Leverage in Unstable Markets

Ethereum News Update: Individual Investors and Large Holders Face Off While Meme Coins Tackle a Turbulent 2025 Surge

- Meme coin market surges in 2025 as SPX6900 and Pudgy Penguins (PENGU) attract retail/institutional investors amid $1 price thresholds. - SPX6900 rose 13.61% with $42M volume growth, but whale selling risks $1.06 pullback despite strong derivatives activity. - Pudgy Penguins accumulates 2.8M tokens near $0.02 support, balancing NFT sales declines with Ethereum's rebound and holder retention. - MoonBull's absence from analyses highlights meme coin speculation, contrasting SPX6900/PENGU's on-chain clarity a

Bitget-RWA•2025/10/29 00:08