The value of BTC in the macro field represents a new reservoir of funds and siphons off global private investment demand.
In this cycle, $BTC is completing its metabolism, and also laying the foundation for the era of funds.
After this cycle, ordinary people will only be further away from $BTC .
Why say this?
So before narrating my insights, let me state the answer first: The top of this round of BTC bull market will appear in Q4 2025, with a peak of 160,000 to 220,000 USD.
At this moment in 2025, we have already experienced a wave, what follows is just on the way.
When the third wave is finished, what awaits us is the winter after the bubble, but the benchmark of $BTC ballast remains unchanged.
Okay, back to the main topic, first let's talk macro-wise. The US, currently under Trump's guidance, is leading the crypto market. Many people's attention is attracted by Bitcoin's strategic reserves, but they ignore another phenomenon, which is the two most important bills—FIT21 and DAMS, which will affect the future fate of the coin circle. These two blockchain bills regulated by the Commodity Futures Trading Commission rather than the Securities and Exchange Commission (SEC) focus on treating token issuance as commodity trading instead of securities issuance, thus governed by the CFTC. In simple terms, if you issue tokens, it will be categorized as commodity management, which means legalization, and it indicates that ample liquidity will be injected. Those giant companies will naturally not miss such tools. To digress, BYD's whatever bonds are actually on this path.
Looking again, BYD.
In November 2018, 'Di Chain' was born.
In August 2020, 'Di Chain' opened a scale exceeding 10 billion, the first 10 billion took about 2 years.
In October 2020, 'Di Chain' opened a scale exceeding 20 billion, the second 10 billion took 2 months.
In July 2021, 'Di Chain' opened a scale exceeding 50 billion.
In January 2022, 'Di Chain' opened a scale exceeding 100 billion.
In August 2022, 'Di Chain' opened a scale exceeding 200 billion.
In January 2023, 'Di Chain' opened a scale exceeding 300 billion.
In May 2023, 'Di Chain' opened a scale exceeding 400 billion.
In October 2023, BYD's Shenzhen Di Chain Technology Co., Ltd. (referred to as 'Di Chain Technology') increased its registered capital from 100 million to 2.6 billion, with an increase of 2.5 billion.
When the right to issue tokens is decentralized, and rationalized, legalized.
Naturally, we will welcome a rain of dew.
Only after this rain of dew.
It will only be a mess.
As the water rises, the boat rises, and the water floods.
All kinds of boats exist.
Full of vitality, a hundred boats competing.
You come and go, so joyful.
But when the big waves recede, wooden boats will be stranded.
Only those real boats can sail out of the harbor and embrace the sea.
The era of .com is coming.
Do not go gentle into that good night.
