Anthony Scaramucci, founder of SkyBridge Capital, presented what he called an "intellectually defensible" bullish case for Bitcoin. He framed the argument around limited supply and growing institutional demand.
On Feb 17, 2026, MicroStrategy’s Michael Saylor told Ray Dalio to own bitcoin after Dalio warned the post–World War II global order is unraveling, presenting BTC as a hedge against rising geopolitical and financial risk.
Jurrien Timmer, Fidelity Investments’ director of global macro, suggested on Feb. 13, 2026 that $60,000 is likely the bottom for the current Bitcoin market cycle. The call signals potential downside limits for BTC and could influence institutional positioning.
Bitcoin slipped after China told banks to reduce U.S. Treasury holdings, a signal of broader risk-off positioning as authorities increase gold purchases. The shift pressured risk assets and raised the prospect of heightened crypto volatility.
Bitcoin continued to fall as a broader deleveraging hit crypto markets, prompting traders to reassess its role as a near-term inflation hedge. Forced liquidations and risk-off flows amplified the move.
Bitcoin plunged to a 15-month low on Tuesday amid a broad market sell-off, erasing earlier intraday gains when the asset climbed close to $73,000 as investors fled risk. The move highlights renewed correlation between crypto and wider risk assets.
XRP slid to its lowest level in nine months amid broad risk‑off moves and a strengthened dollar, despite ongoing Ripple partnerships and payment-focused fundamentals. The drop highlights how macro conditions and Bitcoin's dominance still dictate price action for altcoins.
December's Producer Price Index jumped 3%—well above forecasts—and Bitcoin fell as markets reassessed the timing of rate cuts. Persistent inflation is weighing on risk assets.
Gold surged, adding nearly the equivalent of Bitcoin’s full market cap in a single day, and over five years has returned 173% versus Bitcoin’s 164%. The shift highlights renewed appetite for traditional safe havens and adds pressure to Bitcoin’s store-of-value case.