Justin Sun notes Bitcoin's evolution to macro asset at $79294.19 while stablecoins build infrastructure, driving TRON development amid neutral RSI and Bollinger tests.

Bitcoin at $79434.46 shifts to global macro asset as TRON builds stablecoin infrastructure for digital dollars at Bitcoinconfasia.

According to @cas_abbe on X on Nov 30, 2025, the current crypto cycle features no AltSeason for over three years, the worst Q4 since the 2018 bear market, altcoins peaking before BTC, and BTC rising while diverging from liquidity; based on these observations, he argues crypto is shifting to a macro-asset regime with 5–10 year uptrends and 1–2 year bear phases, implying traders should de-emphasize four-year halving playbooks and “sell in May” seasonality in favor of longer-duration trend structures per his view (source: X/@cas_abbe, Nov 30, 2025).

According to Miles Deutscher on X on Nov 21, 2025, the prior BTC cycle driven by DAT buying, SBR hype, and record ETF flows has ended, signaling a transition into a floor-finding phase before the next catalyst (source: Miles Deutscher on X, Nov 21, 2025). According to Miles Deutscher on X on Nov 21, 2025, he rejects a fixed 4-year cycle and argues BTC now trades as a macro asset led by flows and narratives rather than halving timelines (source: Miles Deutscher on X, Nov 21, 2025). According to Miles Deutscher on X on Nov 21, 2025, the next upside trigger could arrive within weeks to months via fiat debasement, an AI energy race, or broader liquidity expansion, implying traders should adapt positioning to macro-driven volatility and range dynamics (source: Miles Deutscher on X, Nov 21, 2025).

According to Gracie Lin, CEO of OKX Singapore, Bitcoin (BTC) rebounded to over $107,000 as Middle East tensions eased, fueling a risk-on rally across crypto markets. Lin stated that institutional inflows, including ProCap's $386 million BTC purchase, supported the surge, and upcoming U.S. GDP and unemployment data could drive volatility. QCP Capital added that BTC is evolving into a macro asset, potentially rivaling gold in market capitalization.

According to @MilkRoadDaily, Bitcoin ($BTC) is increasingly being seen as a macro asset, indicating a shift in its trading dynamics. They suggest that while current market conditions may show further decline, there is potential for a market recovery in Q2, which traders should closely monitor.

According to Omkar Godbole (@godbole17), Bitcoin is currently behaving as a macro asset, reacting to significant economic data and changes in monetary and fiscal policies. Traders are closely watching for Powell's testimony and Wednesday's CPI data, which could influence Bitcoin's price movements.