Vida Reduces BTC Holdings by One-Third, Eyes $45K-$55K Rebuy Window

Equation News founder Vida hedges one-third of BTC via perpetuals, citing AI narrative dominance. She anticipates a repurchase opportunity between $45,000 and $55,000 within the next 1 to 3 years.

Woofun AI reports that Vida, founder of Equation News, utilized a BTC/USD1 perpetual contract to hedge positions when Bitcoin traded near $63,000, effectively reducing her exposure by one-third while maintaining two-thirds in spot holdings. She maintains long-term optimism for BTC but observes that current market narratives are dominated by AI developments, with no new core drivers expected in the next 1 to 2 years.

Vida suggests the next bull cycle could be triggered by U.S. Treasury or dollar instability, or fiat devaluation concerns, potentially leading to global asset repricing. Based on this outlook, she identifies a potential repurchase window between $45,000 and $55,000 over the next 1 to 3 years for the hedged portion, while retaining the remaining spot BTC as a long-term hold.