Bitcoin has reclaimed the $115,000 level, with 83.6% of circulating supply now in profit, data show. The metric reflects improving sentiment as holders anticipate further gains, though analyst Darkfost cautions that historical patterns indicate corrections when profitability exceeds 95%. Bitcoin is testing critical resistance at $117,500, a level that previously rejected multiple breakout attempts.

Bitcoin traded above $114,500 as crypto lender Ledn crossed $1 billion in Bitcoin-backed loans issued in 2025, reflecting growing institutional demand for crypto credit. Trump-linked American Bitcoin expanded its treasury to 3,865 BTC valued at $445 million after purchasing an additional 1,414 BTC worth $163 million. Technical analysis suggests a potential move toward $124,000 if bulls maintain current support levels.

The Federal Reserve is expected to cut interest rates by 25 basis points on Wednesday, with markets pricing in a 96.7% probability as of Monday morning. Bitcoin rose 6% week-over-week to around $111,000 following Friday's inflation data. Crypto ETF proposals and Coinbase's Q3 earnings report are also due this week.

Bitplanet, a South Korean publicly traded company, has purchased 93 Bitcoin as part of a $40 million accumulation plan targeting up to 10,000 BTC. The firm, formerly known as SGA Co., has rebranded and shifted focus from cybersecurity to building a Bitcoin-focused treasury model. The initiative is supported by Metaplanet CEO Simon Gerovich and Sora Ventures.

S&P Global Ratings assigned Strategy Inc. a B-minus issuer credit rating with stable outlook, citing the bitcoin-holding firm's balance sheet concentration and structural currency mismatch. TD Cowen maintained its Buy rating with a $620 price target, projecting potential 114% upside. The firm estimates Strategy could accumulate approximately 900,000 BTC by 2027, representing over 4% of total bitcoin supply.

Bitcoin strengthened against gold, now purchasing over 28 ounces compared to 24 ounces in early October. Spot gold fell below $4,000 to $3,987.28, extending losses from the previous week. Bitcoin recovered above $115,000 during the period.

Bitwise analyst André Dragosch has questioned the Bitcoin Stock-to-Flow model's $222,000 cycle peak forecast, stating it overlooks institutional demand from ETFs and corporate treasuries. Institutional holdings now represent approximately seven times the annual supply reduction from the recent halving. The model's reliance on scarcity metrics may no longer capture price dynamics in a market dominated by institutional capital flows rather than retail activity.

Bitcoin traded at $115,185, gaining 1.40% over 24 hours as markets responded to reports of a US-China trade framework agreement. The cryptocurrency's market capitalization stands at approximately $2.29 trillion with daily trading volume exceeding $56.6 billion. Washington and Beijing reached the framework during weekend negotiations in Kuala Lumpur, with the agreement expected to be finalized at Thursday's APEC Summit in South Korea.