When Good News Isn’t Enough: What Today’s BTC Market Reaction Means
Markets flipped back to risk-off mode.
The S&P 500 erased yesterday’s gains.
Meanwhile:
ETH reclaimed $2,000+
BTC trading around $67,952
Here’s what shaped Thursday’s session 🧵👇
🔹 Nvidia reported $68.1B Q4 revenue (+4% above expectations), yet the stock fell 5%.
Strong earnings, weak reaction — a clear sign that sentiment is cautious.
🔹 According to The Wall Street Journal, the U.S. demanded Iran surrender enriched uranium, shut nuclear facilities, and accept a permanent enrichment ban.
Rising geopolitical tension = increased market uncertainty.
🔹 GD Culture Group liquidated all 7,500 BTC, realizing ~41% loss.
🔹 ETHZilla exited its entire ETH position and rebranded to Forum Markets, shifting focus toward tokenization.
🔹 The Ethereum Foundation unveiled its roadmap through 2029, planning hard forks every six months.
🔹 The Office of the Comptroller of the Currency (OCC) released a 376-page proposal outlining implementation of the GENIUS Act and clarifying stablecoin yield regulations.
🔹 MetaMask Card, in partnership with Mastercard, launched across 49 U.S. states — accepted at over 150M merchants.
🔹 Aave became the first DeFi protocol to surpass $1 trillion in total lending volume.
Despite strong fundamental developments, price reactions remain muted — a classic late-cycle risk repricing environment.
How are you positioning into the weekend?
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