I believe Bitcoin will hit 150,000 by the end of this year! ETH will also explode!
In the previous article from 12 hours ago, I reminded everyone that there might be a trend reversal; did everyone notice? At that time, the coin price was oscillating at a high level without a clear trend.
A few hours after I published, BTC's market share began to rebound and has now returned to 63.6%. This article focuses on explaining my underlying logic for being optimistic about BTC reaching 150,000 this year, not a short-term view!
1. ETF: The purchase volume of Bitcoin ETFs has consistently been several times that of new production.
2. Enterprises: Continuous accumulation has not stopped! As of May 2025, global enterprises collectively hold approximately 1,137,824 Bitcoins, accounting for about 5.42% of the total Bitcoin supply (21 million). Among them, publicly traded companies hold about 739,501 Bitcoins, and private enterprises hold about 398,323 Bitcoins.
3. Governments: It is expected that this year, 10 or more governments worldwide will purchase BTC for the first time (currently, many governments are researching Bitcoin and conducting comprehensive assessments for acceptance).
4. The U.S. government has established a strategic Bitcoin reserve, holding $20 billion worth of Bitcoin. Trump's executive order requires the Secretary of Commerce and the Secretary of the Treasury to find ways to acquire more Bitcoin without affecting taxpayers. How will they do this? They could sell part of the gold held by the U.S., or they could sell other crypto assets held by the U.S.; this scenario is possible.
5. State governments in the U.S. are also preparing to launch their own Bitcoin strategic reserves and crypto asset reserves.
6. As Bitcoin's global recognition increases, acceptance broadens, and selling pressure decreases, it continues to push up the coin price.
The above summary can be encapsulated in one sentence: Bitcoin is currently the most sought-after asset in the world and is being widely adopted! There is only one prerequisite: a stable global macro environment (no severe recession).
Ethereum may become the biggest beneficiary after Bitcoin's surge, based on ETH's performance over the past month (coin price, market enthusiasm, active users on the chain, TVL growth, institutional influx of capital): the major turnover of Ethereum has been completed!
When I opened the Ethereum white paper, I found that every page was scribbled with the words 'Blockchain Revolution.' I couldn't sleep, and after scrutinizing it all night, I finally realized that the whole text was about three words: 'Wall Street!'
