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Wintermute's weekly market outlook says bitcoin's rebound was supported by an in-line U.S. inflation print and easing geopolitical stress. Still, the firm warned that a lasting crypto bottom remains unconfirmed without a clear return of ETF, stablecoin, and digital asset treasury inflows.

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TL:DR: An inactive Bitcoin address mobilized a total of 2,373 BTC after a latency period of between five and seven years. The transfer of the assets was carried out at the moment when the price of Bitcoin surpassed the $66,000 mark. The financial movement represented an estimated market value of approximately $156 million.

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VanEck says investors are shifting focus from contract announcements to execution risk as miners chase AI revenue.

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VanEck says Bitcoin miners pursuing AI data center businesses face a roughly $50 billion funding gap, with investors increasingly rewarding companies that have already secured and energized AI infrastructure capacity while punishing those still relying on unproven pipeline projections.