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Analyst Predicts AI Will Catalyze Bitcoin’s Rise
Jordi Vasser, a financial analyst, believes that artificial intelligence (AI) can become a key catalyst to help bitcoin reach its true potential. As agentic AI becomes pervasive in money networks, bitcoin can become a neutral platform for financial transactions, as other fiat platforms become inherently insecure due to AI’s relentless snooping. Key Takeaways: At 22v,

Bitcoin.com 2026-04-12 07:30
Whale's Insight: BTC Outperforms Gold In Wartime, AI Tokens Lead Q1 Rotation
Summary BTC is up 1.5% since the Iran conflict began, outperforming other major assets over the same period. Within crypto, AI tokens outperformed all other sectors in Q1, led by TAO, RNDR, and FET. BTC and ETH perpetual futures OI each surged over $2B within 24 hours of the ceasefire, confirming the rally was driven by new long positions, not short squeezes. Speculative capital has rotated into the Solana ecosystem during BTC's range-bound phase, with SOL retail long/short ratios reaching 2.18–2.42 and Circle minting $3.25B USDC on Solana in one week. BTC is up 1.5% since the Iran conflict began, outperforming equities, gold, and bonds over the same period. Within crypto, AI tokens were the strongest sector in Q1 with TAO surging 125% from its Feb low. The ceasefire rally was fueled by new long positions, with BTC and ETH perpetual OI each jumping over $2B in 24 hours. Meanwhile, speculative capital has rotated into the Solana ecosystem, where Circle minted $3.25B USDC. Capital is repositioning for the next move. BTC's Wartime Resilience, AI-Driven Momentum Bitcoin's Relative Strength During the Iran Conflict Since the US-Israeli strikes on Iran began on February 28, Bitcoin ( BTC-USD ) has outperformed virtually every major traditional asset class. As of early April, BTC is up approximately 1.5% since the conflict started, while the S&P 500 has fallen 5.3%, gold has declined 14.1%, and Brent crude has surged 36%. In a period where equities, bonds, and even traditional safe havens sold off, Bitcoin was one of the few major assets to stay in positive territory. This is not the first time. As the chart below shows, Bitcoin has outperformed both gold and the S&P 500 in the 60 days following every major geopolitical crisis since 2020: COVID-19 (+21%), the Russia-Ukraine invasion (+15%), the US banking crisis (+32%), the carry trade unwind (+7%), and Liberation Day tariffs (+24%). The current Iran conflict (+6.2% at the 20-day mark) is tracking the same pattern. Three factors explain this: ETF-driven institutional demand. Spot BTC ETFs attracted $2.4 billion in net inflows over the four weeks following the conflict's start, with over $1 billion in the first week alone and $471M on April 6. This capital channel did not exist in prior geopolitical crises. Volatility compression. Bitcoin's vol has structurally declined from a historical 80–90 to around 40, shifting its behavior closer to a macro allocation asset than a speculative instrument. 24/7 market structure. Crypto absorbed weekend headline risk when equity and commodity markets were closed. Bitcoin is not a traditional safe haven. It still sold off sharply on the day of the initial strikes. But its recovery speed and cumulative outperformance during an active military conflict signal a maturing asset class with a deepening institutional holder base. Within Crypto: AI Is the Strongest Sector in Q1 Zooming into the crypto market, the outperformance is not evenly distributed. While nearly 90% of all crypto assets declined in Q1, AI tokens lost only approximately 14%, significantly outperforming Smart Contract Platforms (–21%) and the broader market. This is not a broad-based rally. Capital is flowing into a narrow set of projects with demonstrated usage, while many tokens carrying an "AI" label without real metrics have declined alongside the rest. With 38% of all altcoins trading near all-time lows, the rotation is highly selective. Standout AI Tokens Bittensor (TAO) The market cap is $3.4B, the largest AI crypto asset. TAO runs a decentralized machine learning network where AI models compete across 128+ specialized subnets to earn token rewards. TAO surged over 125% from its February low of $143, with a 30-day gain exceeding 60%, making it one of the strongest performers across the entire crypto market this cycle. Key catalysts: Weight in the leading institutional AI crypto fund increased from 31% to 43% Spot ETF filing (ticker GTAO) pending SEC review, decision expected August 2026 21M max supply mirrors Bitcoin's scarcity model Render (RNDR) The market cap is $1.1B, a decentralized GPU network connecting idle compute capacity with AI and rendering workloads. RNDR is up over 15% on the week, with AI-related jobs now accounting for 35–40% of total network usage. Near-term catalysts: Processed over 68 million frames recently; $38M revenue in January 2026 RenderCon 2026 (April 16–17, Hollywood) as near-term catalyst DAO voting on integrating a 60,000-GPU decentralized fleet as a dedicated subnet Fetch.ai / ASI Alliance ((FET)) The market cap is $420M, formed by the merger of Fetch.ai , SingularityNET, and Ocean Protocol. FET powers autonomous agents that execute tasks, process data, and handle payments across chains. FET gained roughly 20% over the past 7 days, outperforming the broader market (+4%) by a wide margin. FET's catalysts: Social dominance surged 439% WoW in mid-March On-chain accumulation by mid-tier holders (10K–100K FET addresses) rose 12% in one week Merger consolidated three AI communities into a single token, offering rare breadth in a fragmented sector Why AI Tokens Are Outperforming 1 - GPU shortage is structural. Nvidia projected $1 trillion in AI infrastructure demand through 2027 at GTC 2026, double its prior estimate. Data-center GPU lead times stretch 36–52 weeks. Unlike the 2021 crunch driven by crypto miners, this shortage is backed by multi-year enterprise contracts. Decentralized compute networks like Render and Akash serve the long tail of AI companies locked out of cloud provider queues. 2 - AI agents need blockchain. Autonomous software agents that handle tasks and payments cannot open bank accounts or pass KYC. They need permissionless wallets, programmable payments, and verifiable identity, all of which blockchains provide without human gatekeepers. 3 - Institutional products are opening access. Dedicated AI crypto trusts (TAO, NEAR) and a decentralized AI fund now exist. Institutional watchlists have expanded to 36 tokens with AI protocols prominently featured, creating direct capital channels that did not exist a year ago. Despite strong relative performance, volatility and concentration risk remain elevated. The entire AI crypto sector is $21B in market cap, less than 1% of the total crypto market, and the top 3–5 projects capture the majority of flows. New Longs Drive the Ceasefire Rally BTC and ETH perpetual futures open interest each rose by over $2 billion within 24 hours of the announcement, hitting their highest dollar-denominated levels in over a month. This confirms that traders were actively opening new long positions, not simply covering shorts. The taker buy/sell volume ratio for both BTC and ETH moved above 1 following the ceasefire, signaling that buy orders are dominating the market. Funding rates, which had been deeply negative through early March, turned positive around mid-March and have strengthened further post-ceasefire, indicating that traders are paying to hold long exposure. The derivatives market has shifted from bearish to cautiously bullish. The rally was driven by new long positions, not liquidations. OI has been halved from its October 2025 peak, creating a cleaner market structure that amplifies the impact of new catalysts. Funding rates have flipped positive but remain far from overheated. The key risk is whether the ceasefire holds. Solana Captures the Rotation as BTC Ranges With BTC trading sideways in the $62K–$75K range since February, speculative capital has rotated into Solana ( SOL-USD ) ecosystem memecoins and low-cap tokens. SOL retail long/short ratios are running at 2.18 on Binance and 2.42 on OKX, showing extreme retail bullishness. BTC retail ratios are a muted 0.88 and 0.98 by comparison. SOL's funding rate at +0.025% was the highest among major assets, with open interest holding elevated at 8.64 million SOL. This pattern is typical of range-bound BTC environments: traders seeking higher-beta returns push capital into smaller, faster-moving assets. Solana remains the preferred venue for this activity due to its low fees and high throughput. Source: coinglass.com Meanwhile, USDC market cap stands at approximately $78.3 billion, up $4.5 billion year-to-date. Circle minted $3.25 billion in USDC on Solana alone in the seven days ending April 6, the largest single-week stablecoin minting event on any chain in 2026. An additional $250 million was minted on Solana shortly after. This concentration of fresh minting on Solana specifically signals where marginal institutional and market-maker demand is strongest. Speculative capital is rotating into the Solana ecosystem during BTC's range-bound phase, though meme coins have yet to produce standout performers. Stablecoin supply growth has slowed but dominance is rising, with fresh minting concentrated on Solana, consistent with capital staging for deployment. Week Ahead Apr 14: U.S. Producer Price Index for March 2026 Apr 16: U.S. Metropolitan Area Employment & Unemployment (Jan); Weekly Earnings (Q1) Through Apr 21: US-Iran ceasefire window Mid-April: CLARITY Act markup expected in Senate Banking Committee The two-week ceasefire window expiring on April 21 remains the largest variable for all risk assets. Until then, a wide range of outcomes remains possible, keeping the market cautious and risk-sensitive. On the regulatory front, any progress of the CLARITY Act during the Senate Banking Committee markup could serve as a key catalyst for stablecoin adoption and broader institutional positioning in crypto. Disclaimer: The information provided herein does not constitute investment advice, financial advice, trading advice, or any other sort of advice, and should not be treated as such. All content set out below is for informational purposes only. Original Post

Seeking Alpha 2026-04-12 07:30
Decoding Japan’s revised crypto framework: Can THIS move decide Bitcoin’s fate in 2026?
Bitcoin isn’t behaving like a risk asset anymore...and Japan’s latest move may explain why!

AMB Crypto 2026-04-12 05:00
Scarcity, Surveillance, and the Return of Hard Power – Week In Review
This editorial is from last week’s edition of the newsletter Week in Review. Subscribe to the newsletter to get this weekly editorial the second it’s finished. The newsletter also includes the biggest stories of the week with a comment on each story. Key Takeaways: Bitcoin held above $71,000 as PlanB and Mel Mattison framed the

Bitcoin.com 2026-04-12 04:30
Bitcoin hits $74,000 before sharp pullback as US-Iran talks stall after 9 hours
🚨 Bitcoin surged near $74,000, then dropped after US-Iran talks ended without a deal. U.S. Continue Reading: Bitcoin hits $74,000 before sharp pullback as US-Iran talks stall after 9 hours The post Bitcoin hits $74,000 before sharp pullback as US-Iran talks stall after 9 hours appeared first on COINTURK NEWS .

CoinTurk News 2026-04-12 02:55
Scott Bessent urged Congress to pass the Clarity Act quickly
Trump’s Treasury Secretary Scott Bessent used a Wall Street Journal op-ed to press Congress to pass the Clarity Act, saying the United States cannot keep dragging its feet while the crypto market keeps getting bigger. Scott warned Congress that this position is not guaranteed to last. “Over the past year, the global market capitalization of digital assets fluctuated between $2 trillion and $3 trillion. Nearly 1 in 6 Americans owns some form of digital asset. Major financial institutions have launched or sought approval for crypto-related products,” said Scott. Bessent says Congress must end the confusion around crypto rules Scott said the government has made one major step already; the Genius Act which Trump signed last year. Still, he said the general crypto market remains stuck in a legal gray area. Outside stablecoins, Scott said there is still no clear framework for crypto markets in the United States. Then he took a jab at the Biden administration’s SEC, which was led by crypto public enemy #1, Gary Gensler, who Scott said made overlapping and sometimes conflicting claims. That left developers, exchanges, and investors without solid guidance on what rules applied, who had authority, and how companies were supposed to operate. Scott said all of that uncertainty was what led to a huge share of crypto development going overseas, like Abu Dhabi and Singapore, which offered clearer rules, helping companies know how to register, what standards they had to meet, and what path they needed to follow to stay compliant. In the United States, he said, the legal risk often outweighed the benefit of staying. In a post on X, Scott had also said, “Senate time is precious, and now is the time to act.” Bessent lays out how the Clarity Act would pull crypto business back home Scott said the answer is durable law, not more confusion, and the Clarity Act would split regulatory authority more clearly, create registration paths for trading platforms and intermediaries, and spell out when a crypto counts as a security and when it does not. He also said the GENIUS Act cannot do the full job on its own, what with stablecoins now getting a legal footing. Scott said the next fight is over the infrastructure they support, which is tokenized assets, decentralized exchanges, and new ways for businesses to raise money. He said the question is whether that activity, along with the jobs and tax revenue tied to it, gets built inside the United States or somewhere else. To close out his Op-ed, Scott said the bill would also protect software developers so the technology behind digital finance stays open, secure, and built in the United States. He added that: “Congress will ensure that the next generation of financial innovation is built on American rails, backed by American institutions, and denominated in American dollars.” In the past, Scott had told crypto entrepreneurs on X to “start your companies here. Launch your protocols here. And hire your workers here.” The smartest crypto minds already read our newsletter. Want in? Join them .

Cryptopolitan 2026-04-12 02:29
Bitcoin Bull Phase Pattern Shows When BTC Price Will Bottom At $41,400
Bitcoin could be gearing up for its next bull phase as a crypto analyst has outlined the timeline for when the BTC price may reach its bottom. Contrary to widespread belief, the analyst does not consider the previous cycle low around $60,000 to be the final bottom . Rather, he expects further downside in the market, forecasting a deeper move toward $41,400. From this projected price floor , the market could reset, potentially giving way to the next bull cycle. Bitcoin Past Cycle Patterns Signal Next Bottom A crypto market analyst known as Philarekt on X has predicted the precise timeline and target for Bitcoin’s final cycle bottom. To support his predictions, the expert presented a chart comparing Bitcoin’s past market cycles from 2013 to 2026, showing when each bull run began, when the bear market ended, and how long each phase lasted. According to Philarekt, Bitcoin’s bull phase usually begins the moment it confirms a final bottom and typically lasts about 1,450 days before reaching a peak and then reversing into a new bear market. In 2013, BTC peaked near $1,100 before falling more than 87% and forming a bottom about 365 days later. A similar trend appeared in the 2017 cycle, where Bitcoin topped around $19,000 after rallying for 1,450 days, then dropped more than 85% before bottoming in 2018, approximately 365 days later. During the historical 2021 cycle , the same behavior was observed. Bitcoin had reached an all-time high above $69,000 before declining by over 79% into its 2022 bear market bottom . Based on this repeating structure, Philarekt believes Bitcoin has already reached its highest price target for the current cycle and is now progressing toward its final bottom, which the analyst expects to form within the same 365-day timeframe. BTC Price Projection And Bottom Target While many analysts still expect a new all-time high to emerge in this cycle, Philarekt identifies the rally above $126,000 on October 6, 2025, as Bitcoin’s final top. He confirmed that BTC is now in a prolonged bear market , mostly trading sideways within a broader downtrend that has pushed its price as low as $60,000 since its peak. At the time of writing, Bitcoin is trading above $72,500, reflecting a more than 42% decline in value from its ATH. Based on Philarekt’s projections, BTC could still fall by around 64% from the $126,000 top, potentially marking the cryptocurrency’s price bottom at around $41,400. In terms of timing, Bitcoin is already 187 days into its bear market decline as of April 11, 2026, with only 178 days remaining until Philarekt’s projected bottom. This would place the cryptocurrency’s price floor around early October 2026, matching the timeline of its current ATH. Featured image from Unsplash, chart from TradingView

Bitcoinist 2026-04-12 02:00
Ethereum, Bitcoin square up in Q2: Why ETH could be the stronger bet
Ethereum's outperformance and rising inflows signal institutional catch-up. Is this the setup for ETH/BTC strength into Q2?

AMB Crypto 2026-04-12 01:00
$789 Million Fresh Capital: Bitcoin ETFs See Highest Weekly Inflow Since February
Bitcoin ETFs have completed a week of positive inflows as institutional investors show renewed interest over the period, fueling fresh capital of about $789 million.

U.Today 2026-04-12 01:00
Dogecoin Cracks Again: BTC Pair Collapse Signals Imminent Drop To $0.07
Dogecoin is flashing renewed signs of weakness as its BTC pair breaks down sharply, dragging the price structure into bearish territory. With momentum fading and key support levels giving way, attention now shifts to confirmation on the USDT pair. BTC Pair Breakdown Sparks Dogecoin Bearish Bias Umair Crypto’s latest analysis highlights a significant breakdown as the DOGE/BTC pair hit a 68-day low, breaching critical support. While the overall bias is firmly bearish, the USDT pair is still required to trigger a broader sell-off. Related Reading: Here’s Why The Dogecoin Price Is Under Threat Of Crashing Again The BTC pair continues to show weakness; a slip below 1.57% would mark a fresh 180-day low. Although the USDT pattern remains technically intact for now, the underlying fragility is evident. Market participants are waiting for a confirmed break of the current range to initiate short positions, with primary targets set in the $0.07 region. On-chain data recently showed a whale moving 327 million Dogecoin off Robinhood, sparking a brief 1% relief bounce to $0.092. Despite this localized strength, momentum indicators are faltering across the board. Without a significant catalyst, such as a renewed Elon Musk or government-related initiative, the technical breakdown of the BTC pair is expected to lead the way. The cooling of previous hype cycles suggests that the path of least resistance is down. Once the USDT support officially breaks, the path will likely clear for a move toward the 7-cent range. Elliott Wave Theory Maps The Bigger Picture In a recent Dogecoin macro update, CG Trades pointed to the explosive 2024 rally, where Dogecoin surged nearly 500% from its lows, delivering a 6x move overall and about a 5x gain from the identified weekly breakout entry. That move marked one of the strongest performances in the altcoin space during the cycle. Related Reading: Dogecoin Stalls Inside The Kumo — Volatility Surge On The Horizon? However, since December 2024, momentum has flipped sharply. Dogecoin has been under pressure, declining alongside the broader altcoin market, in line with earlier warnings of a cooling phase following the euphoric run-up. Examining the broader picture through Elliott Wave Theory, the structure suggests a long-term cycle is unfolding. Wave 1 is seen completing around the January 2018 altcoin peak, followed by Wave 2 in March 2020 after a retest of the long-term trendline. Wave 3 peaked in May 2021, with the market currently either having completed Wave 4 in June 2022 or still finalizing it near the key $0.061349 support zone. From this perspective, the anticipated Wave 5 could drive a major expansion, with a projected target around $1.41, representing a potential 15x move from current levels, or up to 23x if price revisits the $0.061349 region before rallying. However, a monthly close below that level would invalidate the macro bullish outlook and signal a deeper structural shift. Featured image from Pngtree, chart from Tradingview.com

NewsBTC 2026-04-12 00:30
Bitcoin Price Bottom Not In Yet, Crypto Founder Calls ‘One Final Dump’
The Bitcoin price and the general cryptocurrency market received a major boost over the past week, as the geopolitical tensions in the Middle East seemingly reached a temporary halt. The premier cryptocurrency has maintained relatively strong momentum since breaking the psychological $70,000 resistance on Tuesday, April 7. Now, this sudden resurgence has sparked conversations among the crypto crowd on whether the Bitcoin price has formed a structural bottom yet. According to a prominent crypto founder, the world’s largest cryptocurrency might still experience “one final dump” before the end of this bear phase. On-Chain Signal Points To One More BTC Drop In an April 10 post on the X platform, the Alphractal founder and CEO, Joao Wedson, highlighted an emerging signal that suggests that the Bitcoin price still likely has one more trip to the downside. This projection is based on an on-chain insight that suggests that BTC’s price tends to move toward a cycle bottom when the Investor Price falls below the Long-Term Holder (LTH) Realized Price. Wedson explained the relevance of this on-chain insight and why it emerges before a major price and an ensuing coin accumulation. According to the on-chain data expert, the Investor Price is a metric that measures the average cost of economically active coins, and, when it falls below the LTH Realized Price, suggests fresher capital has flowed in at lower prices than long-term investors paid. Wedson wrote on X: This usually happens after distribution phases, when demand weakens, and marginal buyers step back. Long-term holders historically sell less when the price approaches or dips below their cost basis. As shown in the chart above, the LTH Realized Price appears to be breaking above the Investor Price, indicating a transition phase in which weaker hands exit while stronger hands gradually absorb supply. However, it is worth noting that this absorption is slower than expected, which explains why the Bitcoin price often falls into an intermediate accumulation range. Moreover, with Investor Price below LTH Realized Price, market surges tend to quickly wane as they meet supply (selling pressure) from investors looking to exit at their breakeven prices. This phenomenon caps the current upside potential of the premier cryptocurrency, reinforcing possible sideways to downward price movements until a new demand impulse appears. Finally, Wedson noted that the current Bitcoin price structure historically aligns with mid-cycle resets rather than final bottoms, mirroring a market “digesting” prior excesses, rebalancing cost bases, and moving coins to the more patient investors. “The environment favors time-based accumulation over momentum-driven expansion,” the Alphractal founder wrote. Bitcoin Price At A Glance As of this writing, the price of BTC sits just above the $73,100 mark, reflecting a nearly 2% jump in the past day.

Bitcoinist 2026-04-12 00:30
Circle is dominating Europe’s stablecoin market via EURC
Europe’s stablecoin market seems to be now controlled by Circle, and not everyone is comfortable with that. The issuer of USDC is quietly becoming the dominant player in euro-denominated stablecoins through EURC. This shift triggered criticism from parts of the crypto community. Some of them see it less as a product win and more as a policy-driven outcome. DeFi analyst Ignas called it out bluntly. He looks at Circle’s dominance as “a European fail.” In his view, Europe has repeatedly missed key technology waves. This includes Big Tech, cloud, and AI. However, it is now falling behind in the stablecoin sector. The global crypto market witnessed a minor recovery rally. Its cumulative cap now stands around $2.47 trillion. Bitcoin price has jumped by more than 8% over the last 7 days. The stablecoin market is picking up and hovers around a $320 billion cap. Circle is the second biggest stablecoin in the race, with a cap of more than $78 billion. Circle captures Europe? Ignas is a post highlighted that EURC is not even a core focus for Circle. ECB plans a digital EUR by 2029, but it will be proposing a 3,000 EUR holding limit per wallet. He sees this plan designed to fail. By then, Circle’s network effects get locked in. It seems that the euro stablecoin remains a much smaller piece of the business. The USDC issuer has managed to capture a good share of the European market. There are several native stablecoin projects that exist in the region. The tally includes Qivalis, EURe, EURI, EURA, and more. They are still small in comparison to the major players. This is mainly due to a lack of funding and incentives for adoption. He compared EURC, which holds a market cap of $460 million, with USDC. He called it a side project for an American company. Ignas claimed the Circle didn’t win on its product. They lobbied for the rules that gave them the market, he added. Dante Disparte (Circle policy chief) was lobbying for MiCA as “GDPR for crypto” since 2022. 3/ And Circle is now running the exact same playbook in the UK. Dante Disparte just addressed the House of Lords pushing for a UK law that combines MiCA + the US GENIUS Act. I was just reading his FT opinion letter and it finally clicked with me. They lobby for the rules that… pic.twitter.com/t4ezKWieD9 — Ignas | DeFi (@DefiIgnas) April 10, 2026 DeFi analysts stated that Circle hosted “Navigating MiCA” sessions with Stefan Berger. When MiCA came into law, Circle was the only top 10 stablecoin issuer ready with a license. Meanwhile, Tether’s EURT was out and reportedly delisted from CEXs. He mentioned that ‘Luckily’ Circle had a French EMI license to get all the European market share. They grew from 17% to 60% share in 12 months without competing. Ignas believes that Circle is now running the exact same playbook in the UK. Circle under fire over hacks The European Central Bank has been exploring a digital euro, but proposals under discussion include limits on wallet holdings and transfers. Ignas argued that such constraints could hinder adoption, especially if private-sector alternatives continue to build network effects in the meantime. The company has called on EU authorities to loosen aspects of the bloc’s distributed ledger framework. It is particularly around settlement rules. They currently restrict how stablecoins can be used in capital markets. However, the USDC issuer insists that existing requirements are slowing adoption. Circle landed under scrutiny over security and its incident response. This comes after the recent exploit of Solana-based Drift Protocol. It got looted of $285 million in a massive hack. Attackers moved $71 million in USDC as part of the exploit. On-chain investigator ZachXBT questioned whether Circle could have acted more quickly. He pointed out that the company could have frozen addresses linked to suspicious activity. It mentioned that the damages have receahed $420 million over the last few years across 15 different cases. PeckShield reported that the hackers converted most of the rest of the stolen assets to USDC. The hacker used Circle’s cross-chain transfer protocol, CCTP. They bridge about $232 million in USDC from Solana to Ethereum after the Drift hack . Your bank is using your money. You’re getting the scraps. Watch our free video on becoming your own bank

Cryptopolitan 2026-04-11 22:55

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