[LEATEST UPDATE ATTENTION]
J.P. Morgan: Despite the current slump (BTC around $65,000–$68,000), J.P. Morgan maintains a bold 2026 target of $266,000. They view the current "miner capitulation" and retail fear as a "supreme market reset" and a buying opportunity for "smart money."
BlackRock & Fidelity: Inflows into spot ETFs have recently stabilized after a period of outflows. BlackRock’s iShares BTC ETF remains the primary vehicle for institutional entry, with analysts noting that long-term conviction remains intact despite a 25% year-to-date decline.
MicroStrategy: Continues its aggressive accumulation strategy, reinforcing the "HODL" narrative among corporate treasuries even as the market tests lower supports.
2. Market News & Sentiment
The current sentiment is a mix of "Extreme Fear" and cautious optimism following political shifts.
Political Catalyst: A recent 7% surge followed President Trump's State of the Union address, where pro-crypto regulatory discussions (like the CLARITY Act) provided a temporary boost.
Macro Headwinds: Sentiment is weighed down by global tariff uncertainties and a shift toward traditional safe havens like gold. Bitcoin is currently struggling to prove its "digital gold" status as it correlates more closely with tech stocks (Nasdaq 100).
Technical Floor: Many traders are watching the $60,000 level closely. If this breaks, some analysts (like those at CryptoQuant) warn of a deeper slide toward $45,000 by mid-2026.
#Binance #MarketRebound #FIT21