Bitcoin has slipped to its lowest level in two months, surprising many investors who expected smoother sailing after last year’s rally. The world’s largest cryptocurrency is now down about one-third from its October all-time high, raising a sharp question across markets: is this just a healthy correction, or the start of something deeper?
The recent drop is tied to growing speculation that the next Federal Reserve chair could tighten financial conditions. Tighter money usually hurts risk assets, and Bitcoin has not been spared. Still, optimism hasn’t disappeared. Crypto supporters point to President Trump’s plan to nominate Kevin Warsh as Fed chair, highlighting his past comments that were seen as open-minded toward Bitcoin. Michael Saylor of Strategy even called him a potential “pro-Bitcoin” Fed chairman, a comment that quickly gained traction online.
Behind the scenes, adoption continues to grow. Bitcoin firm River says more banks are rolling out crypto services, with around 60% now involved in the Bitcoin ecosystem. Institutional exposure is also rising quietly. Research firm K33 reports that Norway’s sovereign wealth fund boosted its indirect Bitcoin exposure by 149% in 2025 through stakes in companies like Strategy, Coinbase, MARA, Metaplanet, and Block. These firms continue to add Bitcoin to their balance sheets, increasing long-term demand.
From a market perspective, some classic Bitcoin indicators suggest the correction may be nearing its end. Fund managers note that long-term holders are not selling aggressively, which often signals a base forming rather than panic.
Macro uncertainty and volatility remain the main challenge. If financial conditions tighten, Bitcoin could remain volatile in the short term. Still, with fundamentals improving and institutional interest holding firm, many analysts believe Bitcoin could stabilize near current support and attempt a rebound toward the 90,000 level. The outlook remains cautiously bullish, not broken.
The recent drop is tied to growing speculation that the next Federal Reserve chair could tighten financial conditions. Tighter money usually hurts risk assets, and Bitcoin has not been spared. Still, optimism hasn’t disappeared. Crypto supporters point to President Trump’s plan to nominate Kevin Warsh as Fed chair, highlighting his past comments that were seen as open-minded toward Bitcoin. Michael Saylor of Strategy even called him a potential “pro-Bitcoin” Fed chairman, a comment that quickly gained traction online.
Behind the scenes, adoption continues to grow. Bitcoin firm River says more banks are rolling out crypto services, with around 60% now involved in the Bitcoin ecosystem. Institutional exposure is also rising quietly. Research firm K33 reports that Norway’s sovereign wealth fund boosted its indirect Bitcoin exposure by 149% in 2025 through stakes in companies like Strategy, Coinbase, MARA, Metaplanet, and Block. These firms continue to add Bitcoin to their balance sheets, increasing long-term demand.
From a market perspective, some classic Bitcoin indicators suggest the correction may be nearing its end. Fund managers note that long-term holders are not selling aggressively, which often signals a base forming rather than panic.
Macro uncertainty and volatility remain the main challenge. If financial conditions tighten, Bitcoin could remain volatile in the short term. Still, with fundamentals improving and institutional interest holding firm, many analysts believe Bitcoin could stabilize near current support and attempt a rebound toward the 90,000 level. The outlook remains cautiously bullish, not broken.
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การนำเสนอที่เกี่ยวข้อง
คำจำกัดสิทธิ์ความรับผิดชอบ
ข้อมูลและบทความไม่ได้มีวัตถุประสงค์เพื่อก่อให้เกิดกิจกรรมทางการเงิน, การลงทุน, การซื้อขาย, ข้อเสนอแนะ หรือคำแนะนำประเภทอื่น ๆ ที่ให้หรือรับรองโดย TradingView อ่านเพิ่มเติมใน ข้อกำหนดการใช้งาน