Bitcoin’s Year-End Crossroads: A Sign of Surrender or a Strategic Entry Point?

As 2025 draws to a close, Bitcoin investors are facing a scenario starkly different from their expectations. Rather than a powerful year-end rally, the market is gripped by extreme fear, with the cryptocurrency’s price currently trading approximately 30% below its all-time high. This divergence between sentiment and underlying fundamentals is creating a complex landscape, where data from the mining sector and corporate balance sheets are sending contrasting signals about the prospects for the coming year.

A notable divergence is unfolding among different classes of investors. While spot Bitcoin ETFs have recorded net outflows throughout December, a separate group has been aggressively buying. Companies holding Bitcoin on their balance sheets, often referred to Read more...