Bitcoin's recent drawdown of about 23% has not led to widespread panic among institutional investors, with global bitcoin ETF flows staying positive and most declines in assets under management tied to price moves rather than significant outflows, according to a Tuesday report from CoinShares. The firm noted that professional allocators only modestly cut exposure compared with last year, while advisors and hedge funds reduced positions amid a broader leverage unwind and shifting opportunities in other markets, as longer-duration investors such as endowments, pensions, and sovereigns continued to accumulate. CoinShares said the data so far indicate that institutional capital may be mirroring historical patterns in which bear markets shift supply from short-term traders to long-term holders, but cautioned that the sample size is still limited and that upcoming regulatory filings covering bitcoin's slide toward $60,000 and a single-day 17% drop will offer a more definitive test. The report comes as bitcoin, which was trading around $72,370 at publication time after struggling to regain momentum since reaching a record high near $125,000 in early October, has rebounded alongside the broader crypto market on renewed risk appetite, steady demand for bitcoin ETFs, and short covering after weeks of choppy trading.

Core Scientific obtained $500 million in financing from Morgan Stanley under a 364-day loan agreement as it shifts infrastructure toward AI workloads, The Block reports. The facility includes an accordion feature allowing an additional $500 million expansion, bringing potential total to $1 billion. Core Scientific said it will allocate proceeds to property acquisitions, predevelopment expenses and additional energy contract purchases.

Bitcoin whales have increased activity and identified $71,000 as a critical buy wall in the current market. Large holders show concentrated interest in this price zone, the original report said.

Bitwise has donated $383,000 to Bitcoin development initiatives since 2024, the company said. The funds are allocated to projects supporting ongoing development of the Bitcoin ecosystem.

BitMEX cofounder Arthur Hayes said Bitcoin has not shown a clear break from U.S. SaaS technology stocks, indicating the latest price rebound might be temporary rather than the start of a sustained uptrend. He argued the market has not moved out of its risk phase and recommended investors remain patient.

Bitcoin exchange-traded funds in the U.S. recorded about $500 million in new inflows, with 10 of 11 products attracting notable investor demand, Bloomberg Senior ETF Analyst Eric Balchunas said in a post on X. Since the escalation of the Middle East conflict, Bitcoin has gained roughly 12% while gold declined over the same period, intensifying debate over their respective safe-haven characteristics. Balchunas noted it is rare for Bitcoin to strengthen and gold to weaken during rising geopolitical risks, prompting some investors to reassess traditional "safe-haven assets" relative to "digital gold." Longer-term views remain split, with some analysts arguing gold remains the primary safe haven in conventional crises while Bitcoin's behavior is typically more volatile.

Bitcoin ETFs in the US recorded roughly $500 million in net inflows in a single day, with 10 of the 11 listed products drawing strong investor demand during heightened Middle East tensions, Bloomberg Senior ETF Analyst Eric Balchunas said. Since the conflict escalated, Bitcoin has gained approximately 12% while gold has declined, sparking debate over their respective safe-haven roles. Some analysts argue gold remains the primary safe-haven in traditional crises and view Bitcoin's behavior as more volatile, noting that long-term market views on digital assets as "digital gold" remain divided.

ICE, parent company of the New York Stock Exchange, has invested in Bitcoin exchange OKX at a $25 billion valuation, the original report shows. The deal links a major traditional stock exchange group with a leading crypto trading platform.

Bitcoin open interest in derivatives markets fell to $23.2 billion from $47.5 billion over the past six months. The decline reflects a significant reduction in leveraged positioning during the period.