Against the backdrop of rising bullish sentiment in the crypto market, Bitcoin once again ignites global attention: the price breaks through $109,000, setting a new historical high. This time, it's not just retail investors chasing the trend; structural buying is reshaping the market landscape.
According to Coinbase data, Bitcoin reached a peak of $109,500 on Wednesday morning, rising 4.5% in the past 24 hours. This surge did not come suddenly; over the past month, Bitcoin has accumulated a rise of nearly 25%, with a clear rhythm and stable momentum, as the market undergoes a 'new round of valuation reconstruction.'
I. It's not a momentary impulse but a long-term capital 'subscription consensus.'
Joe DiPasquale, CEO of BitBull Capital, pointed out in a recent comment: 'This rise in Bitcoin is not a short-term 'squeeze' market but a manifestation of institutional capital continuously entering the market.' He referred to this trend as a significant shift from 'speculation to strategic allocation,' driven by forces including:
Continuous stable inflow of spot Bitcoin ETF funds: Just in two trading days this week, the ETF has accumulated nearly $1 billion in capital.
Public companies continue to buy: Companies like Japan's Metaplanet and the US's Strategy Inc. are incorporating Bitcoin into their financial allocations.
Expectations of a weakening US dollar + easing trade policies: The Trump administration has recently slowed down the global trade war, quickly restoring market risk appetite.
Easing inflation expectations: The latest CPI data shows a decline in inflation, leading investors to begin reallocating to risk assets.
These factors, acting together, are pushing Bitcoin's role as a **'new macro asset'** to become increasingly solid.
Mlion.ai's AI capital flow tracking model also confirms this structural change: In the past week, the entry frequency of large wallet addresses has significantly increased, especially around ETF-related addresses, with on-chain transaction numbers and net capital inflow indicators showing sustained growth. The model predicts that if ETF inflows remain strong, Bitcoin's next target price may reach the $115,000 range.
II. The shift in Trump's policy injects 'policy liquidity' into the market.
It's worth noting that changes in the macro policy environment have injected significant catalysts into this round of increases.
US President Trump announced the partial cancellation of tariffs on key trading partners, easing tensions between China and the US, and between the US and Europe, reducing safe-haven demand.
Funds that previously turned to gold due to policy uncertainty are beginning to flow back into crypto assets.
The Trump administration's attitude towards the crypto industry is relatively open, and the market expects that the future regulatory environment may be more inclusive.
The overlapping signals from these policies redefine crypto assets as a 'double insurance' asset against inflation and policy uncertainty.
Mlion.ai's macro event impact model gives a high-score evaluation of this policy shift, indicating that the policy easing greatly enhances the short- to medium-term risk appetite expectations for crypto assets and helps drive second-tier currencies to form linked trends.
III. ETH, SOL, DOGE, and ADA collectively strengthen, is the 'indexed market' opening?
While Bitcoin sets a new high, mainstream altcoins also perform well:
Ethereum (ETH) rises about 4%, with a short-term breakout pattern now emerging in its technical structure.
Solana (SOL) follows closely, with on-chain daily active wallets reaching new highs for three consecutive days.
Dogecoin (DOGE) becomes the leading variety, rising 6% in a single day, with clear capital tendencies.
Cardano (ADA) rises 5%, entering a strong channel in technical terms.
In the cryptocurrency linkage heatmap provided by Mlion.ai, the current market is in a typical 'blossoming' phase, with the rising rhythm of mainstream assets tending to align, indicating that the market may have entered an exponential行情通道.
IV. How to layout? This is the starting point of strategic asset allocation rather than the end.
When Bitcoin is no longer viewed as a speculative chip but is incorporated into corporate finances, national funds, and ETF products, the market we find ourselves in is no longer the 'bull market replica' of 2021 but the process of establishing a new branch of the financial system.
Investors are advised to consider the following strategies:
Utilize Mlion.ai's AI price prediction tool to set dynamic target levels and profit-taking ranges to avoid emotional trading.
Pay attention to the dynamics of ETF-related capital inflows, usingon-chain address monitoring modulesto identify areas of concentrated capital movement.
From a strategic perspective, consider moderate diversification, prioritizing the allocation of mainstream currencies with 'infrastructure logic.'
For users lacking confidence in the medium-term trend, Mlion.ai's AI strategy illustration function can simulate different market conditions to optimize asset portfolio structures.
Conclusion: It's not a number being refreshed, but a pattern being established.
109,000 USD is not the end point for Bitcoin, but possibly the starting point of a new era. It is no longer just a 'crypto trading tool,' but a financial component that has been revalued and can be included in mainstream asset portfolios.
What we are witnessing may not only be a breakthrough in the prices of crypto assets but also a dramatic shift in the global financial cognitive structure.
Disclaimer: The above content is for informational sharing only and does not constitute any investment advice!
