Written by/ Shen Ce, Senior Crypto Market Analyst
Historic moment: Bitcoin breaks through $112,000, shorts are left in ruins
On July 10, Bitcoin lightning-struck $112,052 historical peak, soaring 3.1% in a single day, completely shattering the previous high record from May! In just 4 hours, $340 million in short positions bled profusely, with cries of liquidation echoing throughout the crypto circle—this is not just a technical breakthrough, but the horn of a capital slaughter battle.
And the trigger for all this? The AI giant Nvidia! Its market value has skyrocketed to $4 trillion, becoming the first company in human business history to enter the 'four trillion club', directly igniting the 'dual turbo engine' of tech stocks and Bitcoin. The Nasdaq responded by hitting a historic high, and Trump's threat of tariffs on eight countries was kicked aside by capital—the market proclaims with real money: the era of risk asset frenzy has officially arrived!
Behind the scenes: The public company 'arms race' crushes ETFs!
Did you think this wave of market movement relied on retail investors? Wrong! Institutional capital has quietly maneuvered:
Public companies hoarded more Bitcoin in the second quarter than ETF net inflows! Companies like MicroStrategy view Bitcoin as 'balance sheet nuclear weapons', going on a buying spree;
NYSE-listed Genius Group originally planned to buy 1,000 BTC, now ambitions have expanded tenfold—targeting 10,000! In just 74 days, they made a 74% profit, stimulating more companies to join the 'coin grabbing war';
Wall Street has completely taken control of pricing power: The correlation between Bitcoin and tech stocks has soared to unprecedented levels, holding Nvidia in one hand and Bitcoin in the other has become standard for top players.
Countdown to $120,000: Three major nuclear-level catalysts are poised for launch
Washington's 'Crypto Week': Congress is nearing the passage of cryptocurrency regulatory bills, the policy black box is about to be unveiled, and the entry channel for compliant whales is fully opened;
Fed rate cut expectations reignited: Meeting minutes reveal 'three major factions divided', the probability of a rate cut within the year has surged! A low interest rate environment will ignite Bitcoin's 'digital gold' properties;
The options market sees a surge in betting: Deribit exchange has an avalanche of $115,000-$120,000 call options piled up, leveraged funds have set heavy artillery for a 'gap-style surge'.
Uranium Digital's Chief Strategy Officer Ryan Gorman boldly claims: 'Next week Bitcoin will violently break through $120,000! Summer low liquidity + greed sentiment = rocket fuel!'
Bloody warning: The high volatility blade hangs overhead
Don't be blinded by the price increase—Bitcoin has only risen 2% in a month, the sideways squeeze continues
Former Barclays Managing Director John Glover coldly points out: 'This is just a retest of previous highs! Selling pressure is accumulating, and the public company 'arms race' may struggle against macro black swans!'
Trump's tariff bomb expires on August 1: If trade talks collapse, Bitcoin will be the first to bear the brunt;
The Fed's 'inflation monster' is not gone: Meeting minutes warn 'if tariffs push up prices, the rate hike blade may reappear!'
Ultimate Analysis from Shen Ce:
In the second half of 2025, Bitcoin will showcase an epic resonance of 'institutional bull' and 'policy bull'! But remember—
$120,000 is not the end, but the entrance to a new purgatory! When Wall Street lifts Bitcoin with tech stocks, they will also use derivatives to harvest retail investors. Only by keeping a close eye on three undercurrents: corporate hoarding data, Fed interest rate signals, and Washington's regulatory cards, can one mine gold in the storm!
Follow Shen Ce, penetrate the fog of information! Do you think it's a bull pullback or a bull start? The truth will be revealed in the comments!