TechGaged's latest analysis compares Bitcoin's market size with gold, which is estimated to have a roughly $35 trillion market capitalization as a leading store-of-value asset. Under a base-case parity model, the research indicates Bitcoin would need to trade near $1.78 million per coin to match gold's scale, with alternative scenarios ranging from about $1.43 million to $2.03 million depending on gold's total valuation.

Bitcoin traded sideways for most of the week after a volatile month of broader crypto market weakness, slipping just over 10%. Veteran analyst Peter Brandt warned the price could extend its decline toward $42,000, while other market participants pointed to strong institutional buying during the recent dip and outlined upside targets up to $85,000. At press time, Bitcoin changed hands at $67,711, showing a 1.59% gain in the past 24 hours.

Binance completed converting its Secure Asset Fund for Users into bitcoin, finishing the $1 billion shift first announced last month. A final buy of 4,545 BTC on Thursday took SAFU to 15,000 BTC, with the fund valued around $1.005 billion at a $67,000 bitcoin price and completed within 30 days.

On February 12, 2026, Binance finalized converting its SAFU stablecoin reserves into Bitcoin with a closing purchase of 4,545 BTC. The fund now holds 15,000 BTC, valued about $1,005,000,000 at a BTC price of $67,000. The move completes a previously announced $1 billion allocation into BTC.

Gold proponent and long-time Bitcoin critic Peter Schiff forecasts that Bitcoin could drop toward $10,000 and suspects that support at that price may not hold. He also argues that MicroStrategy would struggle if Bitcoin fell to $8,000 over the next four years and criticizes major financial TV networks for what he views as overly bullish Bitcoin coverage.

On February 11, 2026, CryptoQuant's Darkfost said short‑term Bitcoin holders face roughly a 28% unrealized loss with an STH cost basis near $94,200 as BTC traded around $67,000–$68,000. By late Wednesday, price dipped just under $66,000 before rebounding to $67,200 on Thursday morning in Asia, while Bitfinex noted long‑term holder supply rose toward 14.3 million BTC.

On Wednesday, Strategy CEO Phong Le said the firm plans to rely more on its Stretch (STRC) perpetual preferred stock rather than issuing new common shares to fund additional Bitcoin purchases. STRC, the company's fourth perpetual preferred issue launched in July with an annual dividend above 11%, has now returned to its $100 par value, which could allow Strategy to restart offerings. Le also indicated the firm is not looking to acquire rival Bitcoin treasury companies, calling such deals a distraction from its core product. Strategy's common shares closed the same day down over 5% at $126.14.

Michael Saylor reiterated that his company will keep purchasing Bitcoin on a set schedule, saying short‑term volatility will not alter the plan. Per public statements and company filings, acquisitions are planned each quarter, with the firm holding 714,644 Bitcoins and carrying total borrowings reported at more than $8 billion.