đš $BTC Nears 4th Red Month â Why MetaPlanet Stays Bullish While CZ Signals a Bigger Shift
Bitcoin is trading near $87,800 and heading toward a rare fourth straight red monthly close. Price looks weak, but the more important story is how major players are behaving.
Japan-based MetaPlanet just raised its full-year revenue outlook, driven by Bitcoin-related income, even after reporting a BTC write-down above $670M. That matters.
Companies preparing to exit BTC do not raise guidance because of it. They cut exposure. MetaPlanet is doing the opposite â taking short-term accounting pain while keeping long-term conviction.
This signals confidence, not fear.
At the same time, CZ said BTC may not be ideal for everyday payments, but strongly pushed for deeper crypto integration with traditional finance. Translation: BTCâs main role is becoming a macro asset and financial infrastructure layer, not a coffee-payment system.
Put together, the message is clear.
Institutions are not treating this drop as the end of the cycle. They are treating it as volatility inside a larger adoption phase.
Short-term pressure is coming from macro risk-off flows and temporary miner curtailments from US winter storms â not from collapsing fundamentals.
đ Bottom line
Price is weak.
Conviction is not.
I would not chase agressive longs here.
I also would not panic sell.
This looks more like accumulation under stress, not distribution.
Markets reward patience.
$RIVER $BNB #WEFDavos2026 #TrumpTariffs
