Bitcoin Breaking 100,000 Dollars is Just the Prelude: Three Irrefutable Mathematical Truths
1. Scarcity at the Level of Physical Laws: Deflation Crushes All Assets
The annual production increase of 2% in gold is like a joke compared to Bitcoin—only 2.6 million bitcoins remain to be mined before the last 2140 mining machines stop running, with a current circulating supply of less than 16 million.
The harsher reality is:
Global high net worth families only need to allocate 0.5 bitcoins per household, and the demand would reach 11 million bitcoins.
The scale of U.S. national debt has surpassed 37 trillion; if global sovereign funds allocate 0.1% of their assets to BTC, they would need to consume three times the current circulating supply.
Institutional Frenzy Recorded: BlackRock holds over 620,000 bitcoins, MicroStrategy has crazily increased its holdings to 580,000 bitcoins, with a cost anchored at 70,000 dollars.
2. Underlying Current of Capital Migration: The “Great Escape” of the Traditional Financial System
As the Federal Reserve crazily prints money to dilute the value of the dollar, smart money is executing an epic reallocation:
Public Companies' Collective Betrayal: 124 U.S. stock companies hold 816,000 bitcoins, equivalent to a market value exceeding 80 billion when each bitcoin is at 100,000 dollars.
ETF Siphoning Effect: The asset management scale of U.S. spot ETFs has surpassed 125.8 billion dollars, with a daily net inflow of 320 million dollars.
Sovereign Dark Horse: The Hong Kong Monetary Authority secretly purchased BTC as foreign exchange reserves, and Singapore's Temasek was reported to hold undisclosed positions.
3. The Ultimate Solution for Ordinary People: Build Positions with a Physicist's Mindset
Rather than getting tangled in ups and downs, it’s better to practice the “spacetime folding” strategy:
Cold Wallet Supremacy: 90% of assets transferred to hardware wallets like Ledger; hacker attacks? Exchange explosions? It has nothing to do with you.
Anti-Human Nature Dollar-Cost Averaging: Immediately exchange 0.0002 bitcoins upon receiving your monthly salary; accumulate 0.01 bitcoins in 50 months.
Entropy Increase Hedge: Each year, use 20% of your dollar-cost averaging profits to purchase ASIC mining machines; computing power becomes a perpetual option on the power chain.
Endgame Simulation: Price Anchors from 2025 to 2030
Conservative Scenario: Institutional allocation demands push market value beyond gold.
Crazy Scenario: Global fiat currency systems collapse, BTC becomes part of the IMF's Special Drawing Rights.
Black Hole Scenario: A corporate debt crisis triggers a collapse of trust in the dollar, with BTC's market value surpassing the total of Apple and Microsoft combined.
#MichaelSaylor暗示增持BTC #BTC $BTC
If you want to delve deeply into the cryptocurrency space but can't find a clue, and you want to quickly get started understanding information asymmetry, click to follow me for first-hand information and analysis.