Bitcoin down 4% from ATH despite 60% increase in treasuries
Despite corporate accumulation, record spot ETF inflows, and Donald Trump ordering a "Strategic Bitcoin Reserve," BTC has rallied a mere 11%.
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Despite corporate accumulation, record spot ETF inflows, and Donald Trump ordering a "Strategic Bitcoin Reserve," BTC has rallied a mere 11%.
A year-to-date chart of gold versus BTC shows outperformance of the traditional safe haven asset amid geopolitical uncertainty.
Although companies with a bitcoin treasury have outperformed in prior years, they have underperformed in 2025 against basic benchmarks.
The altcoin market cap peaked at $1.9T on December 8, and has never regained that level despite the election of "crypto-friendly" Trump.
Would a bitcoin market sell order of a few million dollars flash crash its price? Technically yes, but not really.
Stocks and crypto are currently on an upward curve ahead of the CPI and Initial Jobless Claims figures, due to be released on January 12.
The crypto market has endured a torrid time, shedding billions since last year's all-time highs. But how does it compare to other industries?