According to 528btc, on December 3, K33 Research Director Vetle Lunde stated in the December market outlook report that the biggest fears facing Bitcoin are distant and hypothetical, not immediate threats. He noted that the current panic is driven by exaggerated long-term risks rather than direct structural threats. Factors such as derivative overhang, long-term holder selling, and broad supply distribution have triggered the recent market lows. Midterm policy and structural developments, such as new U.S. 401(k) retirement plan guidelines in February 2026 allowing crypto allocation in a $9 trillion market, could significantly enhance Bitcoin's outlook.
K33: Bitcoin Market Fears Overblown, Policy Shifts to Boost Midterm Outlook
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