Michael Saylor has once again stirred the market’s imagination — and this time, his conviction feels stronger than ever. Speaking with Bitcoin Magazine, the MicroStrategy co-founder predicted that Bitcoin could reach $150,000 by the end of this year, and may slowly climb toward $1 million within the next 4 to 8 years. His reasoning? A surge of institutional accumulation and the beginning of sovereign-level Bitcoin adoption.
And it’s not just Saylor’s words setting the tone — the broader market narrative is shifting in tandem. The Bitwise Solana Staking ETF has just recorded a massive $72.4 million in trading volume on its second day, smashing its debut record of $56 million and becoming the most traded among nearly 850 new ETFs this year. Bloomberg ETF analyst Eric Balchunas described it as “a very good signal,” reflecting a wave of renewed investor confidence in crypto-linked products.
Meanwhile, Consensys, the parent company of MetaMask, is preparing for its long-anticipated U.S. IPO, led by none other than JPMorgan and Goldman Sachs. The listing — expected as early as 2026 — would mark a watershed moment for Ethereum’s institutional narrative, bridging on-chain innovation with the depth of Wall Street liquidity.
In parallel, Solana Company disclosed a strategic move — increasing its $SOL holdings by 100,000 tokens this month, now totaling over 2.3 million SOL with a 7% average staking yield. Despite on-chain growth and rising ecosystem strength, its stock price has corrected by more than 50%, closing at $6.75, hinting at the decoupling between token performance and listed equity sentiment.
Taken together, these moves paint a clear picture: traditional finance and crypto are no longer running on separate tracks. The ETF surge, Consensys’s IPO preparation, and Saylor’s long-view thesis are converging into a single narrative — that mainstream capital is entering its “certainty phase” in crypto.
The 4E Commentary sums it best: the resonance between funding flows and regulatory stability is rebuilding the connective tissue between crypto stocks and native tokens. The liquidity restoration visible across ETFs and on-chain markets suggests that the next leg of growth won’t be speculative — it’ll be systemic.
Bitcoin may not be at $150,000 yet, but sentiment-wise, we’re already halfway there.
