What Bitcoin Did 2025: BITCOIN IN REVIEW | HODL & ODELL
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Jan 2, 2026 
American HODL, a Bitcoin commentator dedicated to long-term adoption, and Matt Odell, a Bitcoin developer and researcher, dissect a tumultuous year for Bitcoin. They explore why super cycle expectations fell flat and the shifting dynamics of institutional investment versus retail absence. The duo highlights how market distortions, driven by influencers and leverage, impacted true adoption. They delve into Bitcoin's performance against gold, the implications of quantum risk, and the complex relationship between governance and the crypto space.
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October 10th Liquidity Shock
- October 10th marked a market divergence when many shitcoins and market makers were liquidated.
- That event concentrated gains into a short period and changed market dynamics, says Matt Odell.
Quantum Fears Haunt Allocators
- Large allocators express quantum concerns even if the threat is theoretical now.
- Demand for tangible quantum-resistant options weighs on institutional sentiment, says Matt Odell.
Mitigate Quantum Risk Practically
- If you hold Bitcoin in self-custody and avoid address reuse, the quantum risk today is low.
- Consider opt-in quantum-resistant schemes when they become available, says Matt Odell.