It's time to recharge some faith, Bitcoin has the potential to break 150,000 USD this year

Since the approval of the ETF, Bitcoin's share of the total market capitalization of cryptocurrencies has significantly increased to 63%, reaching a new high since 2021.

【Institutional adoption is one of the key drivers for Bitcoin's new high】

As the publicly traded company Strategy took the lead in incorporating Bitcoin as a major reserve asset into its balance sheet

Approximately 44 publicly traded companies worldwide have publicly reported holding Bitcoin, and this number continues to rise.

At the same time, many institutions also hold indirect exposure to Bitcoin through ETFs and other investment vehicles.

With a large influx of institutional funds into Bitcoin ETFs, Bitcoin now occupies 90% of the total assets of global cryptocurrency funds, and the growth momentum shows no signs of slowing down.

【Bitcoin's scarcity has reached new heights】

Unlike other investment assets such as real estate, Bitcoin has a hard cap supply of 21 million coins. This inherent scarcity is an important support for its value and drives price formation. In fact, its total market capitalization has recently surpassed that of silver, making it the seventh-largest asset globally.

【Over the past five years, Bitcoin's investment return has significantly outperformed traditional asset classes such as bonds and real estate】

Long-term holders of Bitcoin have been the easiest investment group to profit within the last 5 years.

【The biggest long-term bullish signal in history, the US government established a "Strategic Bitcoin Reserve" in March 2025】

This means that Bitcoin's perception in the eyes of policymakers, institutional investors, and global capital has shifted from being a "risk asset" to the level of a "strategic reserve."

At the same time, the Federal Reserve has officially released new guidelines allowing US banks and bank holding companies to directly hold Bitcoin (and other digital assets) on their balance sheets.

Although it still hasn't clearly broken 95,000, the current fundamentals of Bitcoin may have never been this strong.#特朗普就职百日