Goldman Sachs Just Quietly Called The Bitcoin Price Bottom—But There’s A Nasty Catch

Goldman Sachs Just Quietly Called The Bitcoin Price Bottom—But There’s A Nasty Catch

Bitcoin and crypto prices have crashed from their October 2025 peak, sparking a serious $1 trillion BlackRock warning.

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The bitcoin price has dropped toward $60,000 per bitcoin this week, falling back toward its recent lows even as the White House quietly declares a “major” crypto game-changer.

Now, as the true identity of bitcoin’s mysterious creator Satoshi Nakamoto could be about to be revealed, a Wall Street giant has called the bitcoin price bottom.

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The bitcoin price and crypto market decline “has approximately reached the historical peak to trough average” for this cycle, Goldman analyst James Yaro wrote in a note seen by CNBC, adding that bitcoin and crypto-linked stocks are seeing “volatile but flattish performance in the past few weeks.”

However, Yaro warned that the trading volumes may fall further, potentially putting pressure on the bitcoin price and crypto market in the months ahead.

Low trading volumes mean the bitcoin price and wider crypto market may be prone to sudden, extreme swings, with any recovery in the bitcoin price during a period of low volume potentially short-lived.

Bitcoin and crypto “prices may have troughed, but volumes could fall somewhat further, although the impact appears manageable,” Yaro said, cautioning that a further volume slump could reduce 2026 revenue by 2% and profits by 4% for crypto companies. “Trough crypto volumes typically last for a median of 3 months before meaningfully rebounding."

Goldman Sachs has a “buy” rating on bitcoin and crypto-linked companies Robinhood, Figure Technologies and Coinbase, which are the Wall Street giant’s top picks in the sector and are all at least 50% off their all-time highs.

"All in, we see an increasingly attractive entry point to our digital-asset sensitive coverage, albeit selectively, across the group,” Yaro said. “Valuation [is] becoming more attractive, especially in names that are less exposed directly to crypto prices.”

Last month, Goldman Sachs chief executive David Solomon revealed he now owns some bitcoin, a surprise reversal from his 2024 position that he sees no “real use case" for it.

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"I’m still trying to figure out how bitcoin behaves," Solomon said during the World Liberty Forum at U.S. president Donald Trump’s Mar-a-Lago resort in Florida, according to an X post by crypto investor Grant Cardone. "I own a little bitcoin, very little."

For now, the bitcoin price remains under pressure, with some crypto analysts pointing to ongoing uncertainty as making bitcoin’s future moves hard to predict.

This week, “bitcoin was retesting a mild level of resistance around $72,000,” David Morrison, senior market at Trade Nation, said in emailed comments.

Bitcoin “was unable to push through this area, and it subsequently began a steady decline which has taken it back to lows seen at the beginning of this week. This is a disappointment for the bulls who were seeing early signs that cryptos had decoupled from other risk assets and were finally marching to the beat of their own drum. That may still be the case. It could be that bitcoin [and crypto] are simply consolidating after a strong run since early February which saw bitcoin rally of four-month lows around $60,000,” Morrison said, pointing to the daily MACD [moving average convergence/divergence], which has risen steadily as well, recovering off oversold conditions.

The daily MACD is "now flattening out at neutral levels,” Morrison said. "Unfortunately, it’s difficult to see whether this is simply a pause ahead of a continuation of this recent rally or a sign that there may be a retest of the February lows.

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