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Bernstein sees AI trade, not quantum fears, behind bitcoin's (BTC) weakness
Bernstein said bitcoin's increasingly diversified ownership base supports its long-term store-of-value thesis.
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coindesk.com
Why bitcoin (BTC) is falling: AI, tech IPOs, quantum, Strategy sale fears all converge, NYDIG says
Not one, but several overlapping headwinds are hitting the crypto market at once, weighing on bitcoin's price, the firm's head of research Greg Cipolaro said.
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theblock.co
Bernstein says bitcoin's 'boring cycle' doesn't undermine store-of-value thesis despite $2.6B ETF outflows in 2026
Bernstein analysts said bitcoin’s “boring cycle” and $2.6 billion worth of ETF outflows in 2026 do not weaken its store-of-value thesis.
