Vaneck

VanEck says Bitcoin miners pursuing AI data center businesses face a roughly $50 billion funding gap, with investors increasingly rewarding companies that have already secured and energized AI infrastructure capacity while punishing those still relying on unproven pipeline projections.

VanEck says Bitcoin is showing a reinforced bullish setup as deeply negative funding rates and clustered hash rate declines—historically tied to strong forward returns—signal cautious sentiment rather than capitulation.

VanEck’s new report projects that Bitcoin could reach $2.9 million by 2050 under a base-case scenario.

Bitcoin faced a turbulent Q4 in 2025, with December seeing a nearly 9% drop and record volatility since April, yet VanEck’s mid-December “ChainCheck” report notes improving liquidity and resetting speculative leverage, providing cautious optimism for long-term holders.

VanEck analysts report that Bitcoin’s recent selloff is driven by mid-cycle holders, while long-term whales continue to accumulate.

Australia's main stock market launched it's first spot Bitcoin ETF, joining the US and Hong Kong.

Currently, less than 20% of the financial institutions that issued spot Bitcoin ETFs give back to Bitcoin Core developers.

VanEck started by making an initial $10,000 donation to fund Bitcoin Core development.

Less than two weeks away from a potential spot ETF approval, VanEck releases a new Bitcoin commercial.

The third Bitcoin Futures exchange-traded fund in the U.S. has gone live on the CBOE under the ticker XBTF.