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  • Polygon price forecast: POL surges 6% as TVL reaches 2025 high

    Polygon price forecast: POL surges 6% as TVL reaches 2025 high

    Polygon POL Surges

    • Polygon token (POL) soared as most altcoins dipped on Monday and early Tuesday.
    • While POL has given up some of the gains to $0.26, bulls appear to be in control.
    • Gains for the altcoin come as its network’s total value locked (TVL) jumped to a year-to-date high.

    Polygon’s native token, POL (ex- MATIC) (POL), is one of the gainers in the past 24 hours as cryptocurrencies look to bounce off the latest dump.

    Altcoins such as Chainlink and XRP are eyeing fresh gains.

    While POL price has slipped from highs of $0.27, it’s currently holding above $0.25 as a potential rebound coincides with a spike in the network’s total value locked (TVL).

    Polygon price today

    The POL token’s price is up 3% in the past 24 hours at the time of writing, and nearly 12% in the past week.

    However, intraday gains reached 6% as POL rose to $0.27, with this coming amid growth in Polygon’s ecosystem, fueled by decentralised finance activity and strategic integrations.

    As the price of POL rose, Polygon’s TVL, which has jumped amid bullish momentum, topped a 43% increase year-to-date.

    The TVL spiking not only reflects the price gain, but the growing adoption, user trust and capital flows.

    Per Token Relations, Polygon saw its total value locked metric fall to $788 million in April.

    However, the metric has since witnessed a steady climb to break above $1.23 billion as of August, highlighting the blockchain network’s appeal and attraction as a DeFi player.

    Stablecoin growth

    Additionally, Polygon has seen a notable spike in stablecoin use.

    The recent integration of Agora’s stablecoin, AUSD, on Polygon by Miomi Game is a key development.

    Miomi is a web3 esports platform that boasts over 950,000 users.

    Polygon also surged to a record $2.56 billion in stablecoin payments in July, with peer-to-peer transfers rising as USDC active addresses jumped to 3.16 million.

    Meanwhile, USDT supply on Polygon rose to a new high of $1.29 billion during the month.

    Polygon’s surge in dApps, combined with stablecoin adoption and regulatory moves, spotlights the network’s utility.

    “Why are institutions building on Polygon? Trusted infrastructure, designed for greater efficiency and ready to scale for institutional demand,” Polygon Labs recently posted on X.

    Polygon price prediction

    Looking at Polygon’s price charts, the overall outlook is bullish.

    The network’s strategic initiatives and cross-chain interactions, which are contributing to organic growth, are evidence that bulls can establish the upper hand.

    Polygon’s price surge and TVL spike allude to this. Metrics such as active addresses and transactions are key to buyers breaching the supply wall around $26 and $30.

    On the flip side, bears can target the psychological support level at $20.

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  • Chainlink price forecast as key metrics point to increased onchain activity

    Chainlink price forecast as key metrics point to increased onchain activity

    Chainlink Price Outlook

    • Chainlink price broke to highs $26 before correcting slightly.
    • LINK is surging amid a spike in onchain activity.
    • Partnerships and adoption trends remain bullish for Chainlink.

    Chainlink (LINK) broke above $26 for the first time in months on Monday, surging amid a notable spike in onchain activity.

    As LINK pares gains amid broader profit taking, analysts are saying the recent explosion of key network metrics could allow bulls to breach the supply wall at $30 as they target the all-time high of $52 seen over four years ago.

    Chainlink sees significant surge in onchain activity

    According to Santiment, Chainlink’s onchain activity has witnessed a significant spike in the past week.

    For instance, on Sunday, August 17, a total of 9,813 unique LINK addresses executed at least one transaction, while the next day saw more than 9,625 new LINK wallets.

    Per the onchain analytics provider, both metrics represent the blockchain network’s highest levels for the year.

    “Onchain activity has been even more impressive than the price,” Santiment analysts noted.

    Partnerships and LINK reserve

    Recently, Visa’s head of crypto, Cuy Sheffield, explained via Visa’s Tokenized podcast, that Chainlink is a major pull for institutional entry into crypto.

    Apart from Visa, Chainlink has partnered with ANZ, China AMC, and Fidelity International to bring cross-chain, cross-border settlements to tokenized assets across Australia and Hong Kong.

    A Mastercard partnership is also huge for LINK.

    Chainlink Data Streams is another solution seeing huge integration. Data Streams are now live for U.S. equities and exchange-traded funds such as AAPL, NVDA and CRCL.

    Chainlink also recently partnered with Intercontinental Exchange, the parent company of the New York Stock Exchange.

    “Using ICE’s Consolidated Feed data as an input into Chainlink’s derived FX and precious metals rates onchain via Chainlink’s institutional-grade infrastructure is a watershed moment in the evolution of global markets,” said Fernando Vazquez, president of capital markets at Chainlink Labs. “This collaboration signals a pivotal shift towards a unified, globally accessible onchain financial system, with hundreds of trillions in assets on a clear path to tokenization.”

    Chainlink Reserve, an effort launched to support Chainlink’s traction in the DeFi and TradFi ecosystems, is also a major boost.

    As well as being geared towards establishing Chainlink as a standard solution for global crypto adoption, the program bolsters its tokenized assets growth.

    What’s next for LINK price?

    Chainlink’s price action amid the surge in network activity suggests bulls are confident in LINK.

    Chainlink price chart

    Having broken above $20 and strengthened to $26, Chainlink is showing resilience. While bears have a say on immediate LINK price action, analysts say the altcoin could be on the cusp of a significant breakout.

    While the key metrics indicate that Chainlink’s network growth is outpacing price gains, there are more bulls who are upbeat about.

    A confluence of catalysts such as network integration across decentralized and traditional finance, whale accumulation and macro conditions, is what could propel LINK toward its ATH and into price discovery mode.

    LINK traded at the all-time high above $52 in May 2021, a level bulls may target if market conditions align. Currently, the altcoin is on an uptrend since hitting lows of $16 on Aug. 6.

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  • Bitcoin sees strong accumulation despite BTC price pullback

    Bitcoin sees strong accumulation despite BTC price pullback

    Bitcoin Whales Buy The Dip

    • Bitcoin price is near $115,300 after bouncing off lows of $114k.
    • Despite sharp declines this past week, BTC is seeing robust accumulation.
    • Onchain data suggests aggressive whale buying.

    Bitcoin (BTC) price hovers around $115,300 in early trading on August 19, 2025, but despite the pullback that includes a dip to lows of $114k, the benchmark digital asset is witnessing robust accumulation.

    While on-chain data suggests whales are aggressively buying, technical analyses signal bullish support above the psychological $110k.

    Notably, BTC price reached its all-time peak above $124k on Aug. 14.

    Whales scoop Bitcoin on the cheap

    As noted, on-chain data shows bulls have used the sharp price decline in the past few days to buy Bitcoin.

    The overall trend, as analysts from CryptoQuant show, is that accumulation is on the up.

    Crypto analyst Axel Adler Jr notes in a post on X that there’s been a significant shift in Bitcoin’s exchange netflow.

    Per the CryptoQuant on-chain and macro analyst, the 30-day moving average of net outflow has jumped from -1.7K to -3.4k Bitcoin per day, which suggests that coins are exiting centralised exchanges at an accelerated rate compared to sales.

    This accumulation, against a backdrop of Bitcoin’s price drop to lows of $114k, speaks to bulls’ strong long-term conviction.

    In any case, a divergence between net outflows and price decline has historically pointed to a bullish reversal.

    “Against the backdrop of price decline, we see strengthening net outflow: the Exchange Netflow-30D moving average became more negative from -1.7K to -3.4K BTC/day. This means coins on CEX exchanges are being bought faster than they are being sold. Such a shift in a falling market is a bullish divergence, where participants are using the drawdown to buy back coins,” Adler Jr. said.

    Santiment’s onchain analytics also point to this trend. Notably, top whales and sharks have continued to accumulate even amid the mild dip.

    With BTC prices dropping more than 6% since its peak, wallets within the 10-10K range have scooped more than 20,061 BTC.

    “When we zoom out, this same group of key stakeholders has added 225,320 Bitcoin going back to March 22nd. There has been notable correlation between this group’s holdings and the direction of future price movement for the majority of the past five years,” Santiment noted.

    What’s the Bitcoin price outlook?

    Bitcoin’s price technical picture shows BTC lies within the broad range of support at $112k and resistance at $120k.

    Although panic selling in recent weeks has some holders in a downbeat mood, CryptoQuant says they may be dumping at a loss.

    “This loss-selling event becomes a critical barometer of market health. If absorbed quickly, it could mirror past resets that fueled strong rebounds. If not, it risks signalling a momentum breakdown,” noted crypto analyst Kerem.

    With on-chain data indicating strong accumulation and technical indicators supporting a bullish outlook, BTC remains largely bullish.

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  • Morphware (XMW) price pumped 450% and dumped immediately: what happened?

    Morphware (XMW) price pumped 450% and dumped immediately: what happened?

    Morphware (XMW) price pumps and dumps

    • UAE investment news and Reuters coverage sparked a rapid Morphware (XMW) rally.
    • Low liquidity and profit-taking fueled a sharp price reversal.
    • Contract risks and cautious sentiment have kept volatility high.

    The price of the Morphware (XMW) token jumped 450% earlier today, reaching a high of $0.2501 according to Coingecko, before erasing all the gains to trade at $0.04353 at the time of writing.

    The sudden pump-and-dump unfolded within hours, leaving traders scrambling for answers.

    Morphware (XMW) price chart

    Here’s a closer look at what triggered the move, why it collapsed, and what comes next for XMW holders.

    What caused the surge?

    The rally was sparked by Morphware’s announcements earlier this week.

    On August 12, the team revealed that a leading UAE investment firm had committed funds to its AI infrastructure and mining operations.

    The following day, the news was picked up by Reuters as a press release, bringing mainstream visibility to the project’s expansion into the UAE.

    This combination of social media hype and media coverage fueled a rush of speculative buying.

    The headlines not only attracted existing crypto traders but also drew in new investors who had never tracked Morphware before.

    Why the rally collapsed

    Despite the explosive move, the rally was unsustainable. The first reason was liquidity.

    Morphware’s 24-hour trading volume stood at just $241,276, far too low to support a rapid surge in valuation.

    As a result, even modest buying pressure was enough to send the price skyrocketing, and a relatively small wave of sell orders triggered the collapse.

    Second, speculative momentum quickly gave way to profit-taking.

    Traders who entered early rushed to lock in gains, while others, alarmed by the pace of the spike, chose to exit before the inevitable correction.

    Finally, lingering concerns around the project’s contract added to the selloff.

    Risk trackers have warned that the contract creator retains significant privileges, including the ability to change fees, mint tokens, or even disable sales.

    Fundamentals versus volatility

    Morphware has promoted itself as more than just a token play.

    The company emphasises its enterprise AI services powered by NVIDIA B200 and H200 GPUs, hydroelectric-powered data centres at Itaipu, and an integrated Bitcoin-mining operation that leverages surplus renewable energy.

    XMW is positioned as a utility and governance token supporting these services, with revenue drawn from both AI operations and Bitcoin mining.

    While these fundamentals create a compelling long-term narrative, they do not explain the extreme intraday volatility that traders experienced today.

    Risk signals traders are watching

    Morphware supporters have pointed to a reported $600,000 buyback, with tokens locked for ten years, as evidence of strong conviction from the team.

    However, sceptics argued that the token’s centralisation risks outweighed such commitments.

    Morphware price outlook

    Morphware’s spike-and-crash highlights how quickly sentiment can shift in thinly traded markets.

    A wave of hype can send prices soaring, but without liquidity and transparency, those gains can vanish in minutes.

    For now, XMW remains a highly speculative token, and traders will need to balance the project’s long-term ambitions with the risks of short-term volatility.

    Going forward, traders should keep a close eye on on-chain movements, order book depth, and any administrative changes to the contract.

    The traders could also watch for follow-up announcements from Morphware regarding its UAE expansion and whether the locked buybacks remain verifiable.

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  • BTC slips 1.1% to $116K as traders brace for August weakness

    BTC slips 1.1% to $116K as traders brace for August weakness

    Asian markets open: BTC slips 1.1% to $116k as traders brace for August weakness

    • Crypto markets show a split between institutional bulls and retail bears.
    • Prediction markets signal a bearish end to August for Bitcoin.
    • Derivatives data shows caution, with funding rates turning negative.

    A profound and unsettling divide is splitting the cryptocurrency market in two as the trading day begins in East Asia.

    While the world’s largest institutions are quietly building their positions for a long-term rally, a wave of short-term fear is gripping the retail and derivatives markets, creating a tense tug-of-war that is pulling prices lower.

    As the morning session unfolds, Bitcoin is trading at $116,263, down 1.1% and 2% lower on the week, while ETH sits at $4,322, seeing a sharper 3.8% drop in the last 24 hours.

    The broader market is feeling the pressure, with the CoinDesk 20 (CD20) index down 2.4%. This nervous price action is a direct reflection of a market caught between two powerful, opposing narratives.

    A tale of two markets

    On one side, the conviction of institutional players remains unshakable. The Singapore-based market maker Enflux described the dynamic perfectly in a note to CoinDesk. 

    “The market remains caught between strong underlying institutional conviction, highlighted by Strategy Inc.’s additional 430 BTC purchase and structural financing shift, and a lack of immediate retail follow-through,” the firm wrote.

    Enflux points to asset manager VanEck’s reiterated $180,000 year-end bitcoin target as clear evidence that the market’s giants are positioning for a significant move higher.

    On the other side, however, the retail-driven narratives that often fuel explosive rallies have fizzled, with potential ETFs for assets like XRP and DOGE stalled by SEC delays.

    One notable exception to this trend is Solana, which Enflux noted continues to show “quiet strength,” driven by its dominance in USDC transfers and its growing share of new token issuance via platforms like PumpFun.

    Whispers of warning from the derivatives market

    This lack of broad participation is creating a vacuum that is being filled with caution. Prediction markets are now flashing bearish signals for the remainder of August.

    On Polymarket, the odds now favor a month-end close for BTC below $111,000, with a 34% probability.

    The derivatives market is telling a similar story of defensive posturing.

    The analytics firm QCP reported in a recent market update that perpetual funding rates—a key indicator of trader sentiment—turned negative over the weekend, a setup that has preceded pullbacks in the past.

    Furthermore, options skews now clearly favor puts (bets on a price decline) across all timeframes.

    The calm before the storm: all eyes on jackson hole

    The result is a market that feels structurally sound at its core but is tactically fragile and defensive on the surface.

    This nervous energy is building ahead of the week’s main event: the Jackson Hole symposium, where Fed Chair Jerome Powell is expected to deliver a pivotal speech.

    Traders are anxiously awaiting guidance on how the central bank will navigate higher-than-expected inflation, especially under the glare of a White House that continues to challenge its neutrality.

    While the long-term foundation for a broader rally—fueled by four-year highs in crypto search interest and the promising GENIUS Act making its way through Washington—is still being laid, the immediate future appears uncertain.

    For now, the conviction is concentrated among the giants, while the rest of the market holds its breath, waiting for a spark.

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  • NEO price dips 7% as Binance ends support for Neo Legacy Network

    NEO price dips 7% as Binance ends support for Neo Legacy Network

    NEO price dips 7% as Binance ends support for Neo Legacy Network

    • The exchange has confirmed plans to halt deposits and withdrawals on Neo Legacy.
    • The phase-out will begin on August 25, with a complete shutdown scheduled for October 15.
    • NEO has plummeted amidst community uncertainty.

    The digital assets landscape endured a bloodbath on Monday as the global crypto market cap plunged 3.27% in the past day to $3.89 trillion.

    While most assets reflect bear dominance, NEO suffered the most after Binance confirmed it would end support for Neo Legacy.

    Starting August 25, the leading exchange will no longer support asset deposits through the NEO network and will halt withdrawals by October 15.

    Moreover, Binance will not credit any deposits made after the deadline.

    The announcement magnified NEO’s decline.

    The alt lost around 7.62% from $6.5012 to an intraday low of $6.0058.

    Affected tokens

    The halt decision will impact three key assets: NEO, NeoGas (GAS), and Kepple (QLC).

    While GAS and NEO holders can use other Binance-supported platforms to transact, Kepple investors encounter a harsher situation.

    The exchange has advised holders to cash out all QLC before the October 15 deadline. The team emphasized:

    It is strongly recommended for users holding QLC tokens to withdraw their remaining tokens before 2024-10-15 08:00 (UTC), as transfer of assets will cease after the shutdown.

    What prompted Binance’s decision

    The leading trading platform is known for delisting projects that do not meet certain standards.

    However, Neo Legacy’s case is different.

    Binance emphasized that the platform’s transition into a more advanced version, Neo N3, triggered the suspension.

    The Neo Legacy team announced the network’s shutdown in April to focus on the advanced platform “designed to replace Neo Legacy.”

    The official announcement read:

    As part of our commitment to advancing Neo’s technology and focusing our efforts on the future, we have made the decision to sunset the Neo Legacy Network.

    Meanwhile, Binance’s notice stirred the markets as it formalized the end of Neo’s older system.

    However, the suspension could be a necessary step as handling two active platforms often fragments user activity and liquidity.

    Focusing on Neo N3 might form a cleaner ecosystem that can bolster adoption in the coming times.

    What’s next for investors

    With the deadlines somewhat tight, Neo Legacy users may have to consider three primary things.

    Firstly, any deposit completed to Binance via Neo Legacy after August 25 will lead to asset loss.

    Secondly, the exchange will suspend withdrawals entirely on October 15.

    Lastly, enthusiasts should watch the native token’s performance.

    NEO could plummet further to test key price levels as investors seek clarity.

    NEO price outlook

    The alt exhibits significant bearishness at $6.06.

    NEO attempts to recover from earlier losses, but indicators signal sellers’ dominance.

    The 3H MACD and RSI confirm that bears control of NEO’s trajectory as they depict waning momentum.

    Moreover, the current broad market bias suggests further price dips for NEO.

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  • Bio Protocol defies crypto downturn with a 720% surge in volume

    Bio Protocol defies crypto downturn with a 720% surge in volume

    Bio Protocol Price

    • Bio Protocol price rose more than 50% as bulls defied broader market selling to hit $1.46
    • Despite overall sell-off pressure, BIO price is up double-digits in 24 hours as volume spikes 720%.
    • BIO has benefited from key network developments, including staking and partnerships.

    The price of Bio Protocol (BIO) shrugged off a broader crypto downturn to lead 24-hour gainers on Monday.

    With the project that’s targeting the decentralized science (DeSci) ecosystem hitting key milestones recently, buyers have upped the ante by pushing BIO higher.

    BIO price surges nearly 50% to lead top gainers

    The Bio Protocol (BIO) price saw a significant surge as top altcoins struggled amid profit taking.

    With Bitcoin shedding gains to below $116k and Ethereum dipping to $4,200, the BIO token climbed nearly 50% to lead the top gainers.

    Per CoinMarketCap, this put the decentralized science project among the 500 largest cryptocurrencies by market capitalization.

    Notably, Bio Protocol traded up from lows of $0.10 and topped $0.15.

    The uptick meant BIO defied overall declines across the market, with gains coming as its 24-hour volume spiked 720% to over $393 million.

    Although BIO remains double-digits up with over 21% upside in the past 24 hours, it has dropped from the $0.15 high. This shows the overall market weakness as sellers drive it to around $0.12.

    Bio Protocol price chart by CoinMarketCap

    Bio Protocol has hit key network milestones

    Bio Protocol has gained amid significant network milestones in the past week.

    As the DeSci economy picks up, the Bio Protocol team has positioned the project for greater traction with the launch of Bio Markets.

    The goal is a platform that brings real-time insights into projects within the Bio Protocol ecosystem.

    Markets bring growth trends and in-app trading for BioDAOs, and Bio plans to expand trading capabilities to IP-Tokens and new BioAgents.

    Staking activity has also soared, with over 125 million BIO tokens staked, up to 3.5% of the circulating supply.

    As the Bio team recently noted, staking generates BioXP, a key component for participating in upcoming Ignition Sales.

    Unveiling of Yapping BioXP, also set to go live in the app this week, includes a boost campaign for BioAgents, further incentivizing community engagement.

    What does it mean for BIO price?

    Bio Protocol also hit a major milestone with CLAW, Percepta’s IP-Token.

    Meanwhile, Molecule’s development of its v2 protocol targets the bridging of traditional corporate structures with DeSci.

    Listing on Coinbase, the top U.S.-based crypto exchange, allows for further institutional adoption.

    “From Bio V2’s launch and 100M+ BIO staked, to Coinbase listing $BIO and VitaDAO advancing longevity trials, the past month marked key steps in AI-driven science and DeSci adoption,” Bio Protocol recently posted.

    Achievement of these milestones could help bolster the price of BIO.

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  • Metaplanet adds 775 Bitcoin to treasury amid market pullback

    Metaplanet adds 775 Bitcoin to treasury amid market pullback

    Bitcoin consolidates below $120K; Analysts say Ethereum flows will guide next market move

    • Simon Gerovich said the company acquired the bitcoins at an average cost of $120,006 each.

    • Metaplanet began implementing its Bitcoin accumulation strategy in April 2024.

    • With the latest purchase, Metaplanet’s total bitcoin holdings have risen to 18,888 BTC, valued at about $1.94 billion.

    Metaplanet, a Japanese Bitcoin treasury company, has purchased an additional 775 BTC for roughly $93 million as part of its ongoing accumulation strategy.

    The firm disclosed the latest acquisition on Monday through a post by its president, Simon Gerovich, on X.

    Gerovich said the company acquired the bitcoins at an average cost of $120,006 each.

    With the latest purchase, Metaplanet’s total bitcoin holdings have risen to 18,888 BTC, valued at about $1.94 billion.

    The firm’s average purchase price now stands at $102,653 per bitcoin.

    Metaplanet began implementing its Bitcoin accumulation strategy in April 2024.

    The firm is currently the seventh-largest holder of Bitcoin globally, according to Bitcointreasuries data.

    In his post announcing the milestone, Gerovich noted the company’s growing treasury position and reaffirmed its commitment to the strategy.

    Metaplanet’s Q2 results

    The company also released its second-quarter financial results last week.

    Total revenue reached 1.2 billion yen ($8.4 million), representing a 41% increase from the previous quarter.

    Net income swung to a profit of 11.1 billion yen ($75.1 million), compared to a net loss of 5 billion yen ($34.2 million) in the first quarter.

    Metaplanet said it continues to project full-year revenue of 3.4 billion yen and operating profit of 2.5 billion yen.

    The company attributed this outlook to recurring income from cash-secured put premiums and its operational performance.

    Metaplanet stock under pressure

    Despite the upbeat earnings and treasury expansion, Metaplanet’s stock price fell 8.6% on Friday to close at 866 yen.

    On Monday, shares recovered slightly, rising 0.6% around midday in Japan, while markets were still open.

    Addressing the recent weakness, Gerovich acknowledged the disappointment among investors but stressed confidence in the company’s long-term approach.

    He said the firm’s bitcoin income generation business has expanded for three consecutive quarters, adding that recurring income provides resilience and flexibility to support future financing and treasury operations.

    Bitcoin price today

    The latest acquisition comes as bitcoin’s price faces volatility.

    The world’s largest cryptocurrency touched a new all-time high of $124,474 last Thursday before retreating 4% the same day.

    Over the weekend, it traded around the $117,300 level and was slightly lower at the start of the week, nearing key support at $116,000.

    If Bitcoin closes below that level, analysts note that the decline could extend toward its 50-day Exponential Moving Average of $115,031.

    A further break below could test the next support zone near $111,980.

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  • Norway’s $1.6 trillion wealth fund boosts indirect Bitcoin exposure by 192% in Q2 2025

    Norway’s $1.6 trillion wealth fund boosts indirect Bitcoin exposure by 192% in Q2 2025

    Norway’s $1.6 trillion wealth fund boosts Bitcoin exposure by 83% in Q2 2025

    • NBIM now holds the equivalent of 7,161 BTC through listed equities.
    • Institutional interest in Bitcoin grows through ETFs and corporate holdings.
    • The move may signal early stages of sovereign-backed Bitcoin adoption.

    Norway’s sovereign wealth fund, the largest in the world, has taken a significant step into the cryptocurrency market, increasing its Bitcoin (BTC) exposure by 192% during the second quarter of 2025.

    Norges Bank Investment Management (NBIM), which manages the country’s $1.6 trillion oil-funded portfolio, expanded its holdings from the equivalent of 2,446 BTC from the June quarter in 2024 to 7,161 BTC.

    The move underscores a broader shift among institutional investors who are using publicly listed equities and ETFs to gain exposure to the cryptocurrency market without holding digital assets directly.

    Bitcoin exposure rises through equities and ETFs

    NBIM’s largest Bitcoin exposure comes via its stake in MicroStrategy (MSTR), the biggest corporate holder of the cryptocurrency. The fund also initiated a smaller position equivalent to 200 BTC in Japan-based Metaplanet.

    These holdings are reflected in the fund’s Q2 2025 13F filings, which track institutional investments in US-listed companies.

    The data, compiled by analysts, highlights NBIM’s increased allocation to Bitcoin-linked equities during a period of growing global interest in the asset class.

    Sovereign wealth funds are typically known for their conservative, long-term investment strategies, making this level of exposure notable.

    Institutional participation strengthens

    The move by NBIM comes amid rising institutional adoption of Bitcoin, driven in part by strong inflows into Bitcoin ETFs and increased corporate interest.

    These products have made it easier for large investors to gain exposure without managing the complexities of digital asset custody.

    Industry analysts note that sovereign wealth funds and large pension managers are beginning to explore Bitcoin as part of diversified long-term portfolios.

    While NBIM has not publicly commented on its decision, the timing aligns with Bitcoin’s steady price gains over the past quarter, supported by favourable macroeconomic conditions and increased demand.

    Strategic hedge potential

    For NBIM, the Bitcoin allocation remains a small portion of its total assets, but it may serve as a hedge against currency debasement and geopolitical risks.

    Such positioning reflects a growing recognition among large investors that Bitcoin could play a role in risk-adjusted portfolio diversification.

    The increase also follows a global trend where state-backed investment vehicles cautiously test exposure to emerging asset classes, particularly those viewed as potential stores of value.

    If this allocation pattern continues, the participation of sovereign funds could have a meaningful impact on Bitcoin’s market liquidity and institutional legitimacy.

    Broader implications for sovereign-backed Bitcoin adoption

    The developments at NBIM may signal the early stages of more widespread sovereign-backed Bitcoin adoption.

    Although the current exposure is small relative to the size of the fund, the scale of sovereign wealth fund capital means even incremental moves can influence market dynamics.

    As other funds monitor NBIM’s strategy, institutional activity in Bitcoin-linked assets could increase further.

    For the cryptocurrency market, these flows represent a structural change in the investor base, moving beyond retail speculation to long-term, strategic capital from the world’s largest pools of wealth.

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  • Bitcoin hits new all-time high as Fed easing bets and favorable US policy align

    Bitcoin hits new all-time high as Fed easing bets and favorable US policy align

    Bitcoin hits new all-time high as Fed easing bets and favorable US policy align

    • Bitcoin smashes its record, climbing to a new all-time high of $124,002.
    • Hopes for a significant Federal Reserve rate cut are fueling the rally.
    • A new executive order opens the door for crypto in 401(k) retirement plans.

    Bitcoin blasted through to a new all-time high on Thursday, as a perfect storm of roaring optimism over Federal Reserve policy and a series of powerful pro-crypto reforms converged to send the digital asset into uncharted territory.

    The move signals a dramatic new phase for a market that has been supercharged by a seismic shift in the US political and regulatory landscape.

    In early Asian trading, the world’s largest cryptocurrency climbed as much as 0.9% to touch $124,002.49, decisively surpassing the previous peak it set in July.

    The tidal wave of buying lifted the broader market, with the second−largest token, Ether, surging to 4,780.04—its highest level since the bull market of late 2021.

    The three-pronged catalyst: Fed, institutions, and the White House

    This record-setting rally isn’t a random surge; it’s being powered by a clear confluence of forces.

    According to IG market analyst Tony Sycamore, Bitcoin’s momentum is a direct result of “increasing certainty of Fed rate cuts, sustained institutional buying and moves by the Trump administration to ease investment in crypto assets.” 

    The technical picture is now just as bullish, with Sycamore noting that a decisive move could open the floodgates for a much larger run. “Technically a sustained break above $125k could propel BTC to $150,000,” he wrote in a note.

    The ‘crypto president’ and the $1.6 trillion surge

    Since President Donald Trump’s return to the White House, the regulatory environment in the United States has transformed from hostile to overtly favorable.

    Trump has proudly labeled himself the “crypto president,” and a series of long-sought regulatory wins for the industry have followed throughout 2025, from the passage of landmark stablecoin regulations to a broader overhaul by the securities regulator to accommodate digital assets.

    The market impact of this policy pivot has been staggering. Bitcoin itself has risen nearly 32% so far in 2025.

    More broadly, the entire crypto sector’s market capitalization has ballooned from about $2.5 trillion in November 2024, when Trump won the election, to over $4.18 trillion today, according to data from CoinMarketCap.

    Unlocking retirement billions: the 401(k) game-changer

    The latest and perhaps most significant tailwind came from an executive order signed last week on Thursday.

    The order paved the way for crypto assets to be included in 401(k) retirement accounts, a move that could unlock a colossal new wave of mainstream capital for the asset class.

    This is not just a win for investors; it’s a potential boon for asset management giants like BlackRock and Fidelity, whose crypto exchange-traded funds (ETFs) could become staples of American retirement planning.

    However, this push into long-term savings is not without its perils.

    The very volatility that creates spectacular rallies also poses significant risks, especially for retirement accounts that have historically relied on the relative stability of stocks and bonds.

    For now, though, the market is firmly focused on the upside, celebrating a new era of legitimacy that has sent its leading asset to heights once thought unreachable.

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