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On-chain data shows the number of addresses holding more than 10,000 BTC has climbed to 90, building on mid-sized whale accumulation through the Coldcard security fallout.
Bitcoin's largest holders are expanding their positions, with the 10,000+ BTC wallet cohort reaching a six-month peak — a structural signal that has historically preceded periods of supply tightening.
Strategists question whether fixed income will validate the revived risk appetite in stocks, as low dollar hedge ratios and easing financial conditions complicate the cross-asset picture.
With equities pricing renewed optimism, attention has shifted to whether the bond market will confirm the move. Commentary on unusually low dollar hedge ratios among foreign holders raises the risk of a self-reinforcing currency-and-rates episode, while crypto participants cite easing financial conditions as supportive.
Bitcoin traded at $65,209 as reports of an Iran-Oman deal to reopen the Strait of Hormuz supported risk assets, while a gauge of bitcoin implied volatility fell to its lowest since 2025.
Bitcoin was on track for a roughly 2% weekly advance as broader risk assets rallied and expectations of a Federal Reserve rate hike receded.