Late-Cycle Playbook: QCP Sees Bitcoin Bottoming While 2026 Fed Guidance Becomes the Liquidity Anchor

QCP says markets look late-cycle, not recessionary. Bitcoin hovers near $91.8K as ETF outflows, thin liquidity, and fading rate-cut odds pressure price. All eyes on December FOMC.

Circle and MicroStrategy Lead Crypto Stock Slide as Bitcoin Tests $88.6K; Nvidia After-Hours Lift Tempers Pain

Bitcoin slipped 2.7% to ~$92K, briefly under $88.6K. Circle closed at $69.72, MicroStrategy plunged ~10%, miners fell 4–6.5%, then rebounded after Nvidia’s strong Q3 results.

Zcash Defies Bitcoin’s Slide as Cypherpunk Tech Adds $18M More ZEC, Now Controls 1.43% of Supply

Zcash jumps 31% in a week while Bitcoin drops 12%. Cypherpunk Technologies buys $18M more ZEC, lifting holdings to 233,644.56 (1.43% supply) as CYPH stock surges 469% in a month.

BTC’s Death Cross Meets Heavy ETF Outflows as ETH Flirts With One of Its Own

BTC slips below $90K into a death cross with ADX and sentiment aligned bearish; ETH nears a cross too. Prediction markets price $85K BTC and $2.5K ETH as ETF outflows accelerate.

Bitcoin’s Faster Selloffs Define This Chop: NVDA Looms, Kraken Secures $800M, Fidelity Launches SOL ETF

Crypto edges higher before Nvidia earnings as Bitcoin’s selloff compresses to 42 days. Kraken raises $800M, Fidelity rolls out SOL ETF, Mt. Gox shifts 10,608 BTC, banks get crypto nod.

Bitcoin Mining’s 2026 Risk: Control Shifts From Hardware to the Software-Contract Stack

As 2026 approaches, miners face less-visible threats: pool software, firmware, and power contracts that can steer hash rate—while AI competition nudges energy costs higher.

IBIT Logs Record $523M Outflow as Bitcoin Slides to Seven-Month Low

BlackRock’s Bitcoin ETF saw a record $523M daily outflow and $1.4B over five days as BTC hit ~$89K. YTD flows still +$25B while Solana ETFs attract steady inflows.

New Hampshire Rolls Out $100M Bitcoin-Backed Conduit Bond With Strict Risk Rails

New Hampshire’s BFA launches a $100M municipal conduit bond backed by Bitcoin, with 160% collateralization, 130% liquidation, and upside routed to a state innovation fund.

A Passwordless Bitcoin Wallet That Reads Your Veins: Inside G‑Knot’s Biometric Bet

G‑Knot debuts a $299, passwordless hardware wallet that unlocks with finger vein biometrics and local zero‑knowledge proofs. Presale opens today; ships in January.

Retail Capitulation Hints at a Bounce for Bitcoin, Ethereum, and XRP—But BTC Still Trails Select Altcoins

Retail wallets are dumping BTC, ETH, and XRP—often a contrarian signal. Analysts see a modest bounce brewing, yet Bitcoin lags while select altcoins show relative strength.