Analysts @TheRealPlanC and @TechDev_52 argue Bitcoin's bull phase is tracking prior cycles but is 12–18 months delayed. A business-cycle momentum signal flipped in October 2025, a setup last seen before rallies in 2016 and 2020, pointing to a potential cycle peak in 2026–2027.

On Dec. 30, Metaplanet Inc. raised its fiscal 2025 Bitcoin income business revenue forecast after reporting a sharp fourth quarter jump driven by derivatives. Over the same period, Bitcoin’s price moved toward a historically rare oversold reading versus a global liquidity model, a setup that has appeared only a few times in its trading history. The updated outlook now calls for 8.58 billion yen in full year revenue, well above the prior 6.3 billion yen estimate.

On December 30, Bitcoin traded near $88,574 after gaining almost 1% over the past day. The price briefly pierced local resistance at $88,889; if buyers hold the area, a push toward $90,000 may follow. With volume declining, the outlook points to sideways action within $86,00–$92,000 into week's end.

On December 29, long-time Bitcoin critic Peter Schiff described a 14% plunge in silver prices as a buying opportunity while citing Bitcoin’s roughly 30% decline from its peak as proof it is a scam. Commentators and analysts challenged the inconsistency, arguing that both moves were driven by similar market forces and accusing Schiff of using flawed math and bias in his broader precious metals versus crypto narrative.

On December 30, 2025, Metaplanet disclosed the purchase of an additional 4,279 BTC for about $451 million, lifting its total Bitcoin holdings to 35,102 BTC valued at roughly $3 billion. The firm now expects its 2025 Bitcoin Income Generation revenue to reach ¥8.58 billion (around $54 million), far above its initial and revised forecasts.

On December 29, 2025, Dragonfly Capital managing partner Haseeb Qureshi outlined 2026 forecasts on X, calling for Bitcoin to climb about 67% and exceed $150,000 by year end. He also expects stablecoin supply to grow 60% year over year, USDT share to fall to 55%, and stablecoin-based cards to expand by roughly 1,000%.

Strategy acquired 10,645 BTC for $980.3 million at a $92,098 average between Dec. 8 and Dec. 14, 2025, lifting holdings to 671,268 BTC. It financed the buys largely through ATM common‑stock sales and preferred issuances, and maintains a $1.44‑billion USD reserve to service dividends and interest during extended drawdowns.

As 2025 draws to a close, Bitcoin is consolidating around $87,800 in a tightening triangle pattern, reflecting flat momentum but growing safe-haven positioning. Key technical levels show upside targets near $90,000 to $94,600 if resistance breaks, while a move below $85,100 could open downside toward $81,600.