Bitcoin Stalls Below $70K as Institutional Demand Remains Weak, Says Wintermute
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Bitcoin struggles under $70K as shrinking open interest and defensive positioning reflect fading institutional appetite. Bitcoin continues to trade below $70,000 as broader macro pressures weigh on risk assets. Recent liquidation events pushed the OG coin into a tight $64,000–$67,000 range, where it now moves with limited conviction. According to Wintermute, current price action goes beyond short-term positioning. Capital Rotates Into Defensive Sectors as Structural Pressures Build Market update by Wintermute shows Bitcoin behaving like a high beta asset, closely tracking large-cap altcoins and tech-sensitive trades. Momentum seen earlier in the cycle has faded. Near-term pressure persists as structural macro forces replace headline-driven volatility. For much of the past year, markets reacted to micro catalysts. Tariff headlines, Fed comments, and earnings reports drove rapid repricing. That pattern appears to be breaking down as Wintermute points to a broader shift now shaping asset allocation decisions. https://t.co/QHDUNkrAxA — Wintermute (@wintermute_t) February 24, 2026 Federal Reserve policy no longer carries the same influence over markets as in prior cycles. Inflation remains persistent while economic growth shows signs of slowing. Rate cuts have also added further inflation pressure. As a result, confidence in a dependable “Fed put” has weakened. Investors now demand higher risk premiums to hold growth-focused assets. At the same time, two structural themes are reinforcing this shift. First, there is a shift in how investors value companies driven by artificial intelligence. In simple terms, markets change their pricing of stocks based on new views about AI’s impact. Strong fiscal earnings and recent model releases from Anthropic prompted investors to reassess disruption risk across sectors. Software companies once viewed as secure are seeing valuation pressure as competitive advantages are questioned. Hardware firms face scrutiny over rising capital expenditures and uncertain returns. What was previously a broad AI-driven rally has given way to…
Filed under: News - @ February 25, 2026 6:21 am