On Dec. 16, Michael Saylor argued that quantum advances will harden Bitcoin rather than break it. The piece outlines standardized post‑quantum signatures and warns that exposed outputs, including roughly 1.7 million BTC in early P2PK, could be prime targets. It also highlights migration costs, potential fee pressure, and the need for broad coordination across the network.

On Dec. 17, 2025, Michael Saylor responded to Bitcoin's sharp price swings from above $90,000 into the high $80,000s by stating his Strategy was "built for this." The company holds 671,268 BTC at an average cost of about $74,978 per coin, a position that remains roughly 16.65% in profit and valued near $58.7 billion, with its enterprise value close to $61 billion. Saylor's stance highlights that Strategy's exposure is structured for volatility rather than short-term price comfort, leaving little premium to unwind during market pullbacks.

Robert Kiyosaki, author of "Rich Dad Poor Dad," resurfaced on social media after a five-day pause to frame the latest Federal Reserve rate cut as the start of renewed quantitative easing and aggressive money creation. He said this policy shift would erode fiat purchasing power, explaining that he increased his physical silver position and grouping Bitcoin and Ethereum with hard assets he believes can better withstand inflation. Kiyosaki argued that liquidity-fueled bubbles are likely to inflate faster than incomes, and he wants to be positioned where currency debasement benefits owners rather than savers.

Bitcoin remains at historically high price levels, while on-chain data indicates a prolonged decline in network activity measured by active addresses. Since peaking at about 1.15 million daily active addresses in April 2021, participation has slid to roughly 680,000, even as the market experienced sharp rallies and corrections. Analysts point to increased long-term holding and growing off-chain exposure through custodial platforms and financial products as key forces reshaping Bitcoin's on-chain footprint in the current cycle.

On Tuesday, American Bitcoin Corp said its bitcoin holdings now exceed 5,000 BTC after adding another 54 BTC, placing the firm among the top 20 public bitcoin treasuries. Bitcoin is consolidating near $85,000–$87,000 as whales amassed 269,822 BTC worth $23.3 billion over the past 30 days, with traders eyeing a potential push toward $95,000 before December's end.

In early January, Vanguard’s policy reversal and Bank of America’s new crypto guidance open spot Bitcoin ETF access to tens of millions of retail and wealth-management clients. At the same time, a Dec. 16 FDIC proposed rule under the GENIUS Act starts a 12–18 month path toward bank-issued payment stablecoins that may reach public chains by late 2026. This alignment of new distribution channels and a long-dated stablecoin framework could shape Bitcoin flows far differently in the first quarter than at the end of 2025.

Bitcoin’s Lightning Network has reached a record capacity of more than 5,600 BTC, ending a year-long decline in liquidity on the layer-2 payments system. While large exchanges and institutional players are adding significant Bitcoin to existing channels, the number of nodes and channels remains below prior peaks, highlighting stronger capitalization rather than broad user growth.

Crypto analyst Doctor Profit plans to accumulate Bitcoin around $86,000 as part of a short-term relief rally strategy, while keeping a broadly bearish outlook. He expects the BTC price could revisit the $97,000 to $107,000 area before another major downturn and continues to hold short positions aimed at lower levels such as $70,000. At the same time, another analyst warns that losing support near $87,000 might open the door for a deeper drop.