CryptoWorld News reports that Bitwise analysis believes Bitcoin’s valuation is at a historic low and is trading at a discount versus AI stocks, but near-term price action is under pressure due to the Federal Reserve’s hawkish policy and competition for market liquidity. CryptoQuant data shows that inflows of new funds into the Bitcoin network have slowed, and the moving averages tracking realized market cap growth have declined. Potential financing needs for SpaceX, Anthropic, and OpenAI total $200 billion, further intensifying liquidity competition. The Federal Reserve keeps interest rates unchanged at 3.5% to 3.75%, and some officials expect rate hikes within the year. Bitcoin’s price has dropped to below $64,000. Analyst Jelle says $64,000 is a key level; if it holds, the price may rebound to $70,000 in the coming weeks.

BTC1.84%
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SushiStopLoss
· 4h ago
SpaceX + OpenAI plan to raise 2000 billion, and since the crypto pool is only that big, the bloodletting effect is clearly evident.
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DaoPeripheralWorker
· 5h ago
If I can’t hold the 64k, then it’s over—holding it means 70k. This plot is way too familiar.
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AirdropCartographer
· 5h ago
The slowdown in new capital inflows is the most genuine signal; don't just look at the price.
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Post-RainReflectionsMarket
· 5h ago
Bitwise says it's undervalued, the market says wait a bit longer, divergence is an opportunity
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SheepOnTheFarSideOfJupiter
· 5h ago
The Federal Reserve’s fake “hawkish” face is draining all the liquidity as AI sucks it all up—BTC looks tough in the short term.
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