⚠️ Why is Bitcoin falling? Analyst Charles Edwards reveals the "Hidden" causes
While the market focuses on macro data, Charles Edwards (founder of Capriole Investments) highlights two deep structural issues dragging prices down in 2025.
1️⃣ Quantum Vulnerability.
Edwards argues that BTC is increasingly viewed as the "most vulnerable asset to quantum attacks." This perception is breaking its correlation with gold and stocks. Long-term investors are now pricing in security risks, leading to a decoupling from traditional risk assets and increased selling pressure.
2️⃣ The "Treasury Company" Crisis.
Hundreds of firms that turned their balance sheets into proxy Bitcoin-ETFs relied heavily on leverage. This debt-driven model has created systemic instability. As price growth stalled, the "leverage bubble" began to crack, triggering a chain reaction across the sector.
📉 Miner & Investor Exodus
Throughout 2025, long-term holders have been offloading. Miners are also exiting, causing Enterprise Value (EV) and production costs to tank — in many cases, falling below the actual cost of mining.
The Bottom Line: Edwards warns that recovery will be tough without addressing these two fundamental flaws. Expect continued volatility until a concrete solution (especially regarding quantum security) is found.
Is the quantum threat a legitimate risk or just more FUD? 💬👇
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