Bitcoin as a Safe Haven?
Bitcoin's price stays remarkably strong as the Iran war escalates. Is this the definitive proof that bitcoin is a safe haven — or is the narrative getting ahead of itself?
Topic
Alpha Markets
Technische analyse, on-chain analyse, macro-economie. Klinkt ingewikkeld? Met Markets houden we Alpha’s op de hoogte over de stand van zaken. Dit is het archief met alle marktupdates die ze ontvangen hebben.
History Doesn't Crawl — It Leaps
Bitcoin edged above $72,000 last week — unexpectedly strong amid an escalating war threatening global energy supplies. What does this resilience signal for the months ahead?
A Bear Market Rally for Bitcoin
Bitcoin surged past $73,000 this week—remarkably strong amid an escalating Middle East conflict. Yet the base case remains: this is a bear market rally until proven otherwise.
The Monster Under Your Bed
Bitcoin hovers around $66,000—surprisingly stable given this week's chaos: unlawful tariffs, a dystopian AI report rattling markets, and the hunt for scarcity in an age of deflation.
Bitcoin's Long-Term Thesis
Bitcoin drifts sideways around $68,000. We're in a bear market, and sentiment is gloomy. Bitcoin has failed, many say. But what's the actual long-term outlook?
A Plan for the Bear Market
After the February 5th capitulation to $60,000, the market has settled. No more doubt: this is a bear market. When do we get back in? What's the right plan now?
Capitulation
Bitcoin plunged from $73K to $60K on February 5—one of the biggest crashes in its history. What does this mean for our scenarios? We reveal our price and time targets for this bear market.
If it walks like a bear...
Bitcoin slips to $82,000, flirting with November's lows. The evidence increasingly points to a bear market. Time to reassess our scenario probabilities.
Narrative Follows Price
Last week's gains have been wiped out. Bitcoin is back below $90,000. Meanwhile, gold keeps breaking records. When narratives shift with price, what's really driving markets?
Bitcoin breaks through $94,000
After eight weeks trapped below $94,000, bitcoin finally broke out this week. The price came within a hair's breadth of $98,000 on Wednesday. But how high can this rally go?