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Billionaire investor Ray Dalio advised a 15% portfolio allocation to Bitcoin BTC/USD or gold, citing mounting U.S. debt concerns and potential currency devaluation risks.
What Happened: The Bridgewater Associates founder warned of a “classic devaluation” scenario similar to the 1970s or 1930s in an appearance on the Master Investor Podcast, where fiat currencies could decline together against hard assets.
“If you were neutral on everything and optimizing your portfolio for the best return-to-risk ratio, you would have about 15% of your money in gold or Bitcoin,” Dalio stated.
Dalio expressed a strong preference for gold over Bitcoin, previously describing the precious metal as the…
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Tokyo-listed tech firm Metaplanet has acquired an additional 780 BTC worth approximately $92.5 million reinforcing its strong belief in the future of bitcoin. The purchase was made at an average price of $118,622 per bitcoin marking another major step in the company’s ongoing crypto investment strategy.
Metaplanet now holds a total of 17,132 BTC valued at around $2 billion based on current market prices. CEO Simon Gerovich confirmed on X that the firm’s overall bitcoin acquisitions were made at an average price of $101,030 per bitcoin. This makes Metaplanet the seventh largest corporate bitcoin holder in the world according to Bitcointreasuries data.
The company began its bitcoin accumulation strategy in April 2024 and remains committed to aggressive growth. Last month Metaplanet announced a bold new goal to hold over 210,000 BTC by the end of 2027 which would give it control of roughly 1% of the total bitcoin supply signaling long-term confidence in the digital asset.
Bitcoin’s rapid rise continues as ETF flows soar to an impressive 685,000 BTC, capturing 3.3% of the total supply. This powerful surge in demand is now being seen as a major force behind the recent bullish momentum in the crypto market. Every sharp increase in ETF inflows has been closely followed by a similar rise in Bitcoin’s price.

Bitcoin began the year at just $46,000 and has since skyrocketed to $119,000 — showing a strong correlation between ETF buying and price action. Each milestone from $60K to $100K came after ETF flows moved sharply upward, confirming growing institutional interest and investor confidence. The steady and consistent demand from ETFs is fueling the rally.
Crypto supporters are calling this a new era for Bitcoin — driven not by hype but by real adoption through regulated investment vehicles. With ETFs showing no signs of slowing down, the road to higher Bitcoin prices looks more solid than ever. Bitcoin is proving itself as a powerful financial asset.
Corporate adoption of Bitcoin is gaining serious momentum, with 35 publicly traded companies now holding more than 1,000 BTC each. This marks a major leap in institutional interest, following the US executive order to establish a federal Bitcoin reserve. Fidelity Digital Assets reports these holdings are now valued at over $116 billion, up from 24 companies just months ago.

Bitcoin’s rise among corporate treasuries reflects a shift in strategy, with more companies spreading out their purchases rather than depending on a few large buyers. Fidelity’s Chris Kuiper noted this broader distribution signals a major increase in institutional exposure to the asset. Bitcoin also recently surpassed Amazon’s market cap, becoming the fifth-largest global asset by total valuation.
Institutional demand has driven Bitcoin purchases up 35% quarter over quarter. Over 278 public entities now hold Bitcoin, up from 124 just weeks ago. The United States leads with 94 such companies, followed by Canada with 40, and the UK with 19. Open interest in Bitcoin futures also remains strong, nearing record highs.
Ray S., founder of aPriori, says latency and lack of fair sequencing remain the most critical infrastructure bottlenecks preventing decentralized finance from matching the execution speeds of traditional finance.
In an interview with Benzinga, discussing high-frequency trading on Ethereum ETH/USD L2s and alternative L1s, Ray also stressed that decentralization — specifically censorship resistance — is an underrated but essential factor keeping large TradFi players from deploying capital on-chain.
“Without censorship resistance, TradFi firms face AML and compliance risks that prevent them from meaningfully participating on-chain,” said Ray.
He pointed to emerging chains like Monad as…
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Friday News potpourri: Here’s what’s shaping up across Bitcoin, Ethereum and beyond. Read more on Blockworks
Volcon Inc. (NASDAQ: VLCN) announced it now holds 3,183.37 Bitcoin, purchased for approximately $375 million, averaging $117,697 per BTC. The company is also selling short-term put contracts, potentially allowing it to acquire more Bitcoin at lower prices while collecting option premiums to offset costs. This move reflects Volcon’s strong belief in Bitcoin as a long-term store of value and supports its ongoing BTC accumulation strategy.
Co-CEO Ryan Lane said Bitcoin is a powerful treasury asset, and emphasized the company’s goal of offering investors efficient exposure to BTC. Volcon will continue leveraging its hedge fund experience to creatively reduce the effective cost of its BTC holdings, aiming to build value with minimal dilution to shareholders.
The board also approved an increase in Volcon’s stock repurchase program, now authorizing up to $100 million in buybacks over the next 24 months. The program gives the company flexibility to support share value and potentially increase BTC per share when trading below NAV, depending on market and economic conditions.
Wall Street giant Citi has updated its year-end forecast for Bitcoin, setting a base-case target of $135,000. The bank also outlined a bullish scenario reaching $199,000, while a bearish case, driven by weak equities, could pull the price down to $64,000. Citi’s revised outlook reflects key factors, including user adoption, macroeconomic trends, and increasing demand from spot exchange-traded funds (ETFs).
According to the report, Citi analysts project a 20% rise in user activity, supporting a $75,000 valuation on its own. Macroeconomic pressures, such as soft equity and gold performance, are expected to subtract $3,200, while an estimated $15 billion in additional ETF inflows could add $63,000. These elements combine to form the new $135,000 base-case forecast.
Since the U.S. approved spot Bitcoin ETFs in January 2024, ETF flows have accounted for over 40% of recent price movements. Citi believes crypto’s deeper integration into traditional finance and accelerating ETF demand are pushing Bitcoin’s outlook higher, with upside risks outweighing downside pressure.
UK-based Smarter Web Company has expanded its bitcoin treasury by acquiring 225 BTC, worth approximately $26.4 million. This latest move increases its total bitcoin holdings to 1,825 BTC, now valued at over $200 million. The firm purchased the bitcoin at an average price of $118,076 per BTC, using £19.6 million of treasury funds.
The company now ranks 26th globally among public firms holding bitcoin, according to Bitcointreasuries.net. In addition to its crypto investments, Smarter Web also holds £1 million in net cash, ready to be deployed into more bitcoin. The firm recently reported a half-year loss of £719,566, compared to £372,640 during the same period last year.
CEO Andrew Webley emphasized confidence in bitcoin, calling it “the best asset the world has ever seen.” Since its IPO on the Aquis Stock Exchange in April, the firm has raised over £100 million in equity capital, with no debt. Smarter Web remains committed to using bitcoin for long-term strategic growth.
