1. U.S. regulatory progress & political momentum

Two key crypto-focused bills are advancing in Congress: the CLARITY market-structure and GENIUS stablecoin acts—both moving forward, reflecting growing bipartisan support .

Coinbase has boosted its political influence by adding former adviser David Plouffe, signaling more robust crypto lobbying .

2. Market reaction & volatility outlook

Bitcoin edged down ~1.6% to about $107,700 after testing near $110K, with inflation data weighing on traders .

Analysts note that while intraday momentum is cooling and short-term indicators like MACD/RSI are showing bearish divergence, the broader bullish trend remains intact above key support zones (~$106K–$107K) .

3. Institutional strategy & valuation debates

Short-seller Jim Chanos criticized MicroStrategy for trading above the underlying BTC value, calling it “financial gibberish,” and sees an opportunity in shorting the stock while buying BTC itself .

GameStop’s pivot into crypto—acquiring 4,170 BTC funded by $1.75B in convertible notes—has spooked investors and weighed on its share price .

4. Global regulatory updates

The UK’s FCA is contemplating lifting its ban on retail crypto ETNs, though experts expect modest impact compared to markets like the U.S. .

Legislation in various countries, including state-level Bitcoin reserve proposals in the U.S., shows continued global regulatory interest .

5. Forecasts & Analyst Views

Optimistic predictions: institutions like Bitwise see BTC reaching $150K–$230K by end‑2025, with $1M long-term projections from people like Michael Saylor .

Technical setup: key resistance (~$110K–$111K) needs to break for further gains, while support around $106K–$107K is critical .

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🔍 Summary & Takeaway

Price: Slight pullback after touching ~$110K. Short‑term momentum cooling, but no signs of a major reversal yet.

Regulation & policy: Crypto-friendly bills progressing in the U.S., and the UK is easing restrictions—a positive environment overall.

Institutional adoption: More mainstream entities (Coinbase, MicroStrategy, GameStop) active in the space, though some valuations raise debate.

Outlook: Technically consolidated; breaking resistance could trigger renewed rally. Watch the $106K–$111K price zone closely.

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