Bitcoin’s Bullish Trajectory: Navigating Short-Term Headwinds Toward Long-Term Growth

Recent market movements have introduced a wave of caution, with bitcoin experiencing downward pressure as corporate treasuries, led by Sequans Communications with a $100 million liquidation, begin unwelling positions. This activity has sparked concerns over broader treasury divestment, coinciding with slowing ETF inflows and bearish technical indicators. Market mechanics suggest the increased supply from these sales could temporarily overwhelm current demand, marking a contrast to the bullish corporate accumulation phase of 2021. However, for the professional with a bullish long-term outlook, these developments represent a healthy market correction and consolidation phase rather than a fundamental shift. The unwinding by some corporate treasuries is a natural part of portfolio rebalancing and risk management, especially after significant rallies. It provides an opportunity to assess the market's underlying strength. The slowing ETF inflows are likely a pause, not a reversal, as institutional adoption pathways remain firmly open. Technically, such pullbacks serve to shake out weak hands and establish stronger support levels for the next leg up. The core thesis for Bitcoin's value—as a decentralized, scarce digital asset and a hedge against monetary debasement—remains intact and is arguably strengthening. Looking ahead to 2026 and beyond, the convergence of continued institutional infrastructure development, potential regulatory clarity, and Bitcoin's proven resilience positions it for renewed upward momentum. While short-term volatility is inherent, the long-term trajectory for Bitcoin, supported by its fixed supply and growing network adoption, continues to point significantly higher. The current pressures are a test of conviction, soon to be overshadowed by the next wave of adoption and innovation in the digital asset space.

Bitcoin Faces Downward Pressure as Treasury Firms Offload Holdings

Bitcoin's rally shows signs of fatigue as corporate treasuries begin unwinding positions. Sequans Communications led the sell-off with a $100 million liquidation, sparking concerns of broader treasury divestment. The moves coincide with slowing ETF inflows and technical indicators flashing bearish.

Market mechanics suggest increased supply from these sales could overwhelm current demand. Unlike 2021's bullish corporate adoption narrative, companies now face balance sheet pressures amid BTC's underperformance versus traditional assets this quarter.

Technical analysts note the $60,000 level remains critical support. A breach could trigger algorithmic selling across exchanges like Binance and Coinbase, where large OTC desks typically liquidate corporate holdings.

Nasdaq Seeks to Expand BlackRock Bitcoin ETF Options Trading Limits

Nasdaq has filed with the SEC to dramatically increase position limits for BlackRock's iShares Bitcoin Trust (IBIT) options contracts. The proposal would raise the cap from 250,000 to one million contracts per side, a move that would place IBIT among the world's most liquid ETFs like iShares MSCI Emerging Markets.

The exchange argues current limits constrain institutional participation in Bitcoin derivatives markets. IBIT already leads in Bitcoin options open interest, and Nasdaq anticipates further growth as institutional access expands. FLEX options for IBIT WOULD carry no position limits, offering maximum flexibility for large traders.

This regulatory filing signals mounting institutional demand for Bitcoin exposure through regulated vehicles. The proposed changes would enable deeper liquidity and larger positions, potentially attracting more sophisticated investors to cryptocurrency markets.

Bitcoin Rebounds Sharply to $90K as Market Watches Key Resistance Levels

Bitcoin surged 3% to $90,000, recovering from a dip near $82,000 as trading volume spiked above $65 billion. Over $100 million in Leveraged positions were liquidated—predominantly shorts—indicating bearish traders were caught off guard.

The rally lifted the broader crypto market, with total capitalization rebounding to $3.09 trillion. Analyst Michaël van de Poppe emphasized Bitcoin's ability to hold current levels, noting a break above $92,000 could signal a trend reversal and confirm a cycle bottom.

Market sentiment remains fragile, with the Fear & Greed Index entrenched in Extreme Fear—a zone often seen during capitulation or early reversals. Macro indicators add intrigue: The Bitcoin-to-Gold ratio hit rare oversold levels, historically preceding strong BTC outperformance.

BlackRock Expands Bitcoin Holdings as BTC Briefly Tops $90K Amid Market Uncertainty

Bitcoin surged past $90,000 during muted U.S. trading before retracing to $86,535, highlighting volatility during holiday-thinned liquidity. Institutional activity dominated narratives as BlackRock revealed a 14% quarterly increase in BTC exposure across its Strategic Income Opportunities Portfolio, now holding $155.8 million in shares.

JPMorgan drew criticism for bearish MSTR research while simultaneously developing leveraged Bitcoin derivatives tied to BlackRock's spot ETF. The contradictory moves underscore Wall Street's bifurcated approach to crypto adoption.

Analyst Kyle warned of ARB Coin's vulnerability after BTC's 36% drawdown from peaks, though ETF inflows suggest sustained institutional appetite. Market mechanics remain tested with traditional finance closed - the artificial $90k breach demonstrating crypto's price discovery challenges during illiquid periods.

PayPal Launches Bitcoin Sweepstakes to Drive Crypto Engagement

PayPal intensifies its cryptocurrency push with a Bitcoin sweepstakes offering U.S. users weekly chances to win up to $100,000. The promotion, running through December 21, 2025, strategically coincides with holiday spending patterns.

Participants gain entries through crypto transactions on PayPal's platform, with a cap of 10 weekly entries. The sweepstakes notably includes a mail-in alternative—a regulatory requirement that broadens accessibility while maintaining focus on payment volume growth.

This marks PayPal's latest attempt to position itself at the intersection of traditional finance and digital assets. The promotion follows the platform's 2020 cryptocurrency service launch and subsequent stablecoin introduction.

Bitcoin Defies Seasonal Trends with Surge Above $90K

Bitcoin shattered pre-Thanksgiving expectations by climbing above $90,000 on Wednesday, marking a 12% rebound from last week's $80,000 low. The MOVE contrasts sharply with historical patterns—the cryptocurrency had declined in six of the past seven years on this holiday eve, including double-digit drops during 2020 and 2021.

Despite the rally, BTC remains 28% below its $126,000 all-time high and 21% weaker month-over-month. Traders now eye a consolidation range between $85,000 and $90,000 as the market digests the recovery amid unusually thin trading volumes.