What is expected in the development of BTC?
Bitcoin’s development is focused on improving scalability, encouraging institutional use, and working with regulators.
- Post-Quantum Multi-Signature Standard (2026) – A draft proposal to make Bitcoin transactions resistant to future quantum computer threats.
- Institutional Infrastructure Upgrades (Q4 2025) – New tools to help large financial institutions manage Bitcoin more efficiently.
- Bitcoin-Backed DeFi via sBTC (Q1 2026) – A way to use Bitcoin as collateral in decentralized finance without relying on trusted middlemen.
- South Korea Spot Bitcoin ETF Guidelines (Late 2025) – New rules to support institutional investment in Bitcoin through ETFs.
Deep Dive
1. Post-Quantum Multi-Signature Standard (2026)
Overview: A draft called OP_CIV is being developed to protect Bitcoin transactions against future quantum computers, which could potentially break current cryptographic security (Christine D. Kim). This update would change how Bitcoin scripts work to allow more flexible and secure cryptography.
What this means: This is good news for Bitcoin’s long-term security, helping to protect the network from future technological threats. However, updating Bitcoin’s core system is complex and could cause delays or compatibility issues.
2. Institutional Infrastructure Upgrades (Q4 2025)
Overview: On November 11, 2025, the Threshold Network released improved tools designed for big financial players to manage Bitcoin more easily. These tools include features like atomic swaps (instant exchanges between different cryptocurrencies) and compliance systems for large transactions (Threshold Network).
What this means: This could increase Bitcoin’s liquidity and attract more institutional investors. But if regulations or technical challenges slow adoption, the impact may be limited.
3. Bitcoin-Backed DeFi via sBTC (Q1 2026)
Overview: The Stacks project plans to launch sBTC in early 2026, which will let users use Bitcoin as collateral in decentralized finance (DeFi) applications without needing a trusted third party (CoinMarketCap). This could unlock around $300 billion worth of Bitcoin currently not being used for earning yields.
What this means: This development could make Bitcoin more useful and integrated into DeFi. However, it depends on smooth technical execution, as past Bitcoin upgrades have faced coordination challenges.
4. South Korea Spot Bitcoin ETF Guidelines (Late 2025)
Overview: South Korea’s Financial Services Commission plans to finalize rules for spot Bitcoin ETFs by the end of 2025, following similar progress in the U.S. where ETFs have attracted over $5 billion since April 2025 (CoinMarketCap).
What this means: This is positive for Bitcoin demand in Asia, encouraging more institutional investment. Delays could signal regulatory caution and affect market sentiment.
Conclusion
Bitcoin’s future involves balancing new technology like sBTC and quantum-resistant features with growing institutional use and clearer regulations. The big question is whether innovations like sBTC will spark a new wave of decentralized finance or if traditional finance will dominate Bitcoin’s growth. Keep an eye on ETF investments, miner and staker incentives, and advances in quantum computing for clues on where Bitcoin is headed.
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What updates are there in the BTC code base?
Bitcoin Core 30.0 brings major updates including a big increase in data storage per transaction, important security fixes, and a heated discussion about limiting data storage to reduce risks.
- OP_RETURN Expansion (October 12, 2025) – The amount of data you can include in a single Bitcoin transaction jumped from 80 bytes to about 4 megabytes.
- Security Fixes (October 25, 2025) – Four minor security issues were fixed to keep the network stable and secure.
- RDTS Proposal Debate (November 13, 2025) – A proposed change to limit data size in transactions sparked concerns about censorship and could affect many past transactions.
In-Depth Look
1. OP_RETURN Expansion (October 12, 2025)
What happened: Bitcoin Core 30.0 removed the old 80-byte limit on OP_RETURN outputs, now allowing up to 4 MB of data per transaction. OP_RETURN is a way to store extra data on the Bitcoin blockchain. This change helps developers avoid complicated workarounds for storing data, like the popular Ordinals inscriptions.
This update matches the data limit to Bitcoin’s block size, opening doors for new uses such as proving when a document existed (timestamping) or creating decentralized digital identities. However, some worry this could make the blockchain larger and slower, and might expose node operators to legal issues if illegal data is stored.
Why it matters: This change gives developers more freedom to build new applications on Bitcoin. Users get more powerful tools, but miners can still choose to limit data sizes if they want. Overall, it’s a balanced move that could lead to innovation but also requires careful monitoring. (Source)
2. Security Fixes (October 25, 2025)
What happened: Bitcoin Core 30.0 fixed four low-risk security vulnerabilities. These included potential ways to slow down computers running Bitcoin nodes or fill up logs with unnecessary data. While these issues were not a big threat in practice, fixing them helps keep the network safe.
Some specific problems addressed were delays in validating unconfirmed transactions (CVE-2025-46598) and risks of running out of disk space due to invalid blocks (CVE-2025-54605). Node operators are encouraged to update to benefit from these improvements.
Why it matters: Regular security updates show that Bitcoin’s developers are actively maintaining the network’s health. This builds confidence that Bitcoin remains strong and reliable over time. (Source)
3. RDTS Proposal Debate (November 13, 2025)
What happened: The Reduced Data Temporary Softfork (RDTS) is a proposed change that would limit certain parts of Bitcoin transactions, like scriptPubKey and OP_RETURN data, to 83 bytes for one year. Supporters say this reduces legal risks for those running Bitcoin nodes. Critics argue it would invalidate about 54,000 past transactions and could disrupt complex transactions using Taproot, a recent Bitcoin upgrade.
This debate highlights the challenge of balancing Bitcoin’s goal of resisting censorship with practical concerns about network safety and legality.
Why it matters: If this proposal moves forward, it could cause short-term disagreements within the Bitcoin community. However, it also shows how Bitcoin’s governance relies on broad agreement before making big changes. (Source)
Conclusion
Bitcoin Core 30.0 shows ongoing progress in making Bitcoin more scalable, secure, and adaptable. The expanded OP_RETURN feature opens up new possibilities for developers, while discussions like the RDTS proposal remind us of the careful balance between innovation and maintaining Bitcoin’s core principles. Moving forward, developers will need to find ways to support new uses without compromising Bitcoin’s role as a secure and neutral financial system.
Who enabled BTC Lightning payments?
Jack Dorsey’s company Block has made it easier to pay with Bitcoin Lightning through both Square for merchants and Cash App for users this week.
- Square: Around 4 million sellers can now accept Bitcoin payments via Lightning with no processing fees until 2027. Learn more.
- Cash App: Users can pay Lightning invoices directly from their USD balance without needing to hold Bitcoin. See announcement.
- This early rollout mainly covers the US and excludes some areas like New York due to regulations. More details.
Deep Dive
1. Square Merchants
Square’s checkout system now creates Lightning invoices for instant Bitcoin payments. Sellers can choose to receive Bitcoin or have it automatically converted to USD. Square is waiving all processing fees until 2027, after which a 1% fee will apply. Overview. CryptoSlate highlights that this service reaches about 4 million sellers and notes some important details like no chargebacks and a $600 limit per transaction for now. Analysis.
What this means: If you sell through Square, you now have a low-cost way to accept Bitcoin payments instantly. You can also decide whether to keep Bitcoin or convert it to USD right away. However, policies on refunds and taxes still need to be clarified.
2. Cash App Capability
Cash App users can now pay Lightning invoices in seconds without extra fees. The app converts USD to Bitcoin at the time of payment, so users don’t need to hold Bitcoin themselves. Cash App also added a Bitcoin Map feature to help users find nearby Square merchants accepting Bitcoin. Update. The Block reports 11 new product features, including support for stablecoins and options for merchants to settle in either Bitcoin or USD. Roundup.
What this means: Consumers get the speed of Lightning payments without worrying about Bitcoin price swings. Merchants can choose how they want to receive payments, either in Bitcoin or USD, based on their business needs.
3. Scope and Caveats
This rollout is mainly focused on the US and excludes some regions like New York because of licensing rules. Context. Some merchants have already started accepting Lightning payments in physical stores, as reported by industry media. Example. CryptoSlate points out that relying heavily on one provider for routing payments could lead to centralization risks, though it might also lower fees as the network grows. Analysis.
What this means: Consider this a large-scale test. Success depends on how easily merchants can set up, how much customers want to use it, and how well the Lightning network handles payments.
Conclusion
Block’s efforts through Square and Cash App are bringing Bitcoin Lightning payments into everyday shopping and peer-to-merchant transactions. This promises faster, cheaper payments with flexible options for merchants. The real impact will depend on how many merchants adopt it, regional regulations, and whether users are ready to pay with Bitcoin Lightning at checkout.
What could affect the price of BTC?
Bitcoin’s future depends largely on big investors, economic trends, and updates to its technology.
- Big Buyers (Whales) – Companies and countries keep buying Bitcoin even when prices fluctuate.
- Regulation Changes – Approval of Bitcoin-related funds and new crypto laws could increase demand.
- Economic Factors – Federal Reserve policies and inflation reports influence how investors feel about risk.
Deep Dive
1. Institutional Demand vs. Profit-Taking (Mixed Impact)
Overview: Countries like El Salvador and some companies are steadily buying Bitcoin. For example, El Salvador recently bought 1,090 BTC (about $100 million) during a price drop. On the other hand, some investors are selling, with Bitcoin funds seeing withdrawals (2,300 BTC in early November) and miners selling coins to take profits.
What this means: Ongoing buying by large players helps keep Bitcoin’s price from falling too much. But if short-term holders keep selling, it could cause more price swings. The $85,000 to $87,000 range is an important support level to watch (Coinspeaker).
2. Regulatory Crossroads (Bullish/Bearish Catalyst)
Overview: The U.S. Securities and Exchange Commission (SEC) might approve ETFs (exchange-traded funds) for other cryptocurrencies like Solana. Also, new laws like the CLARITY Act aim to clarify how crypto is regulated. These changes could shift investment away from Bitcoin. At the same time, stricter rules, such as new tax proposals, might discourage everyday investors.
What this means: Approval of altcoin ETFs could spread out institutional investments, reducing Bitcoin’s market share (currently about 58.23%). However, clearer regulations could boost long-term confidence among investors.
3. Macroeconomic Triggers (Bearish Short-Term)
Overview: Key economic data, like the U.S. Consumer Price Index (CPI) expected around 2.9% inflation, and Federal Reserve decisions on interest rates, will impact Bitcoin. Markets currently see about a 48.6% chance the Fed will lower rates in December. A strong jobs report (due November 21) might delay rate cuts, making it harder for Bitcoin to gain momentum.
What this means: Bitcoin’s price often moves with other risky investments. If the Fed stays tough on rates, Bitcoin could drop toward $85,000. But if economic data softens, Bitcoin might bounce back above $90,000 (CoinMarketCap).
Conclusion
Bitcoin is caught between steady buying from big players and challenges from economic and regulatory pressures. While whale accumulation and clearer rules could push prices up, ETF withdrawals and cautious Fed policies keep downward pressure. The big question: Can Bitcoin hold the $85,000 support level before the next halving event in April 2026, which historically increases scarcity? Keep an eye on inflation reports and ETF activity for clues on where Bitcoin might head next.
What are people saying about BTC?
Bitcoin’s social buzz is swinging between excitement over big gains and caution about possible pullbacks. Here’s what’s trending right now:
- Experts are divided on whether Bitcoin will hit $200,000 soon or face technical setbacks
- BlackRock’s $3.3 billion Bitcoin purchases are driving institutional buying excitement
- A popular chart from Turkey predicts a breakout to $135,000
Deep Dive
1. @nsquaredvalue: $200K Cycle Target Bullish
“Bitcoin reaching $200,000 in 170 days. I’d give it better than 50/50 chance”
– Timothy Peterson (31K followers · 12.8K impressions · 2025-09-14 14:44 UTC)
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What this means: This is a positive sign for Bitcoin because Peterson’s analysis shows momentum could speed up if past patterns repeat. The 170-day timeline fits with predictions for early 2026.
2. @mrofwallstreet: BlackRock’s $3.3B BTC Buys Bullish
“BlackRock purchased $3.3B BTC last week…their passive buying will intensify”
– Mr. Wall Street (22.4K followers · 457 impressions · 2025-10-07 14:51 UTC)
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What this means: This is good news for Bitcoin because big institutional buyers like BlackRock can help soak up selling pressure. Bitcoin ETFs are now seeing inflows averaging $220 million per day.
3. @CryptoMobese: $135K Breakout Chart (Turkish) Bullish
“BTC’nin 112.400$ direnç aşılması halinde 135.000$ hedef” (Translation: “BTC breaking $112.4K resistance could target $135K”)
– Rex (117K followers · 23.9K impressions · 2025-09-08 10:54 UTC)
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What this means: This is bullish for Bitcoin because a top Turkish crypto analyst’s Elliott Wave study points to $112,400 as a key resistance level. If Bitcoin breaks above it, there could be a 26% price increase.
4. @MaxCrypto: Liquidity Shift Bearish
“Liquidity ready to enter markets but not BTC…Alts/BTC bullish”
– Max Crypto (120K followers · 3486 impressions · 2025-11-15 09:57 UTC)
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What this means: This is a bearish sign for Bitcoin because its market dominance is slipping slightly (from 58.23% to 58.8% last month), suggesting investors are moving money into alternative cryptocurrencies. However, ETF inflows might help balance this out.
Conclusion
The outlook for Bitcoin is mixed right now. On one side, big institutional buyers like BlackRock (with $133 billion in Bitcoin ETF assets) are accumulating, which supports prices. On the other, signals of investors shifting to altcoins (alternative cryptocurrencies) are growing stronger. Technical analysts are watching the $112,000 to $117,000 price range closely. Also, keep an eye on CME Bitcoin futures open interest, which recently dropped 13.8% month-over-month — this could indicate how traders using leverage might act next. The big question is: will ETF inflows be strong enough to outpace the altcoin rally?
What is the latest news about BTC?
Bitcoin is experiencing big price swings as El Salvador increases its holdings and investment funds pull out money. The question is: will fear or confidence win out?
- El Salvador Buys 1,100 BTC (November 18, 2025) – The country spent $100 million to buy Bitcoin during a price drop, ignoring some restrictions from the International Monetary Fund (IMF).
- Bitcoin Falls Below $90,000 (November 18, 2025) – Bitcoin’s price dropped below $90,000 for the first time in seven months, causing investment funds to withdraw money and raising the risk of forced sales.
- Strategy Adds 8,178 BTC (November 18, 2025) – Michael Saylor’s company, Strategy, bought more Bitcoin despite an 11% drop in price over the week.
In-Depth Look
1. El Salvador Buys 1,100 BTC (November 18, 2025)
What happened: El Salvador purchased about 1,090 Bitcoin, spending roughly $100 million as the price dipped below $90,000. This increased their total Bitcoin holdings to around 7,500 BTC. This move fits with President Bukele’s plan to buy 1 Bitcoin every day and use geothermal energy for Bitcoin mining. The IMF confirmed that El Salvador is still following the rules of its $1.4 billion loan, even though there are limits on how much Bitcoin public institutions can hold.
Why it matters: This shows that El Salvador has strong confidence in Bitcoin as a reserve asset for the long term. However, depending on the IMF’s approval adds some political risk. (Coinspeaker)
2. Bitcoin Falls Below $90,000 (November 18, 2025)
What happened: Bitcoin’s price dropped to $89,650, the lowest in seven months. This was caused by $2.4 billion being withdrawn from Bitcoin exchange-traded funds (ETFs), worries about a possible U.S. government shutdown, and reduced chances of the Federal Reserve cutting interest rates (now at 48.6%). Experts warn that Bitcoin might test support levels between $85,000 and $87,000.
Why it matters: This is a negative sign in the short term because money leaving ETFs and economic uncertainty are shaking investor confidence. If Bitcoin stays below $90,000, it could lead to panic selling. (CoinMarketCap)
3. Strategy Adds 8,178 BTC (November 18, 2025)
What happened: Strategy (formerly MicroStrategy) bought 8,178 Bitcoin for $835 million, bringing its total Bitcoin holdings to 649,870 BTC. This purchase happened even though Bitcoin’s price dropped 11% over the week and Strategy’s stock fell 16%. CEO Michael Saylor said that short-term price swings don’t matter compared to Bitcoin’s long-term potential.
Why it matters: This supports the idea that big companies see Bitcoin as a valuable asset for their balance sheets. However, critics like Peter Schiff call this approach risky and accuse the company of overextending itself. (Cointribune)
Conclusion
Bitcoin’s future depends on a battle between investors pulling money out in fear and big buyers like El Salvador and Strategy accumulating more Bitcoin. While the technical outlook suggests prices could fall further, these large purchases reinforce the idea of Bitcoin as “digital gold.” The key question is: will big buyers be able to counteract fear-driven selling before Bitcoin reaches the $85,000 support level?
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Why did the price of BTC fall?
Bitcoin (BTC) dropped 5.32% in the last 24 hours, reflecting weakness across the market and key technical breakdowns. The main factors behind this move include:
- Over $1 billion in liquidations triggered a wave of selling
- A "Death Cross" confirmed, where the 50-day moving average fell below the 200-day
- Bitcoin ETFs saw $2.5 billion in outflows since November, signaling caution from big investors
- Stablecoin reserves declined, reducing buying power in the market
In-Depth Analysis
1. Liquidation Sell-Off (Negative Impact)
More than $1.01 billion worth of crypto positions were liquidated in just 24 hours, with 71% of those being long positions, according to Crypto.news. Bitcoin alone accounted for $718 million in liquidations—the largest since October’s massive $20 billion sell-off.
What this means: Traders using borrowed money (margin traders) were forced to sell as Bitcoin fell below the $90,000 support level. This created a cycle of panic selling. Additionally, funding rates turned positive (+0.0065%), meaning traders betting against Bitcoin are paying those betting for it—a sign that often points to further price drops.
2. Technical Breakdown (Negative Impact)
Bitcoin confirmed a "Death Cross," where the 50-day exponential moving average (EMA) dropped below the 200-day EMA ($105,620 vs. $110,451). It also fell below a key support level at $93,079. The Relative Strength Index (RSI) is at 28.9, indicating Bitcoin is oversold but hasn’t shown signs of bouncing back yet.
What this means: Historically, a Death Cross signals a longer-term downtrend, with an average 15% drop over the next 30 days. The next support level is around $96,577, but if Bitcoin closes below that, it could fall further to $85,000.
3. Institutional Selling (Negative Impact)
Bitcoin ETFs have experienced $2.5 billion in net outflows since November, according to Crypto.news. Corporate investors have paused their Bitcoin purchases, and stablecoin reserves—the digital dollars often used to buy crypto—have dropped 4.5%, from $89 billion to $85 billion.
What this means: Less demand from big investors removes an important support level for Bitcoin’s price. The current streak of ETF outflows, lasting seven days, resembles a similar pattern from April 2025 when Bitcoin’s price dropped 28% after sustained outflows.
Conclusion
Bitcoin’s recent decline is driven by forced selling from leveraged traders, key technical support levels breaking down, and a drop in institutional buying—all happening amid high market fear (Fear & Greed Index at 15). While El Salvador’s $100 million Bitcoin purchase offers some support, broader economic concerns like Federal Reserve delays and trade tensions keep many buyers on the sidelines.
What to watch: Can Bitcoin reclaim the $93,000 support level by the options expiration on Friday, November 22? If it fails, a test of $85,000 could be next.
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