Bitcoin saw a violent selloff this week, briefly falling to the low $60,000s and triggering widespread liquidations. The move ranked among the steepest single-day drawdowns of the past decade.

Sharp corrections like this have historically occurred during late-cycle expansions, where leverage resets while long-term holders quietly accumulate.

A JPMorgan quantitative strategist acknowledged that Bitcoin’s relative appeal versus gold has strengthened significantly, following months of divergence between the two assets. According to the bank, rising gold volatility combined with Bitcoin’s long-term performance profile now makes Bitcoin the more attractive hold.

For a firm that has historically dismissed Bitcoin, this marks a notable shift, not driven by ideology, but by data. When Wall Street quants start preferring Bitcoin to gold, the narrative has already changed.

Strategy addressed market fears directly, stating Bitcoin would need to fall below $8,000 and stay there for five years before the company would face real stress. The statement reinforced how conservatively structured their Bitcoin strategy actually is.

Despite price chaos, the largest corporate Bitcoin holder showed zero signs of panic.

Treasury Secretary Scott Bessent emphasized that passing the CLARITY Act is “extremely important” for the future of U.S. digital asset markets. The bill aims to establish clear rules instead of enforcement-driven ambiguity.

Regulatory clarity is increasingly becoming a tailwind, not a threat, for Bitcoin adoption.

A $1,000,000 transaction was successfully settled over the Lightning Network in under half a second, marking a historic milestone for Bitcoin payments. The transaction proved Lightning’s ability to handle large-value settlement, not just micropayments.

Bitcoin isn’t just a store of value, it’s scaling into a global settlement network in real time.

Bitcoin just dropped nearly 40% and the real reason has nothing to do with fear or headlines. A $1B liquidation, Fed balance sheet shock, miner capitulation, and a quiet power shift are colliding fast. This move is about a global repricing and Bitcoin’s role in the next monetary system. Ignore this at your own risk.