"When goods can't cross borders, armies will cross borders"
As long as the tariff war continues to escalate, it is only a matter of time before Bitcoin breaks 150,000, and it is almost certain to reach 200,000 in 2026.
In the macro environment, the risk of global war is increasing, the instability of the economy and legal currency is increasing, and the inflation expectations of the US dollar are increasing.
In the microclimate, the purchase of Bitcoin by whales (100+ holders) continues to be at a historical high, as many as 12 million+, and there is no sign of high-level distribution, while the Bitcoin reserves of exchanges continue to hit new lows.
The underlying logic is that the US stock market is too big and the pie market is still small. As long as uncertainty increases, the risk of war intensifies, and the need to fight legal currency increases, Bitcoin will eventually rise in continuous fluctuations.
If you tell people who were in World War I or before World War II that there is a kind of "gold" that is recognized by the whole world, easy to carry, fast to trade, and safe, would you like to buy some? Only a fool would not buy it. Even if this "gold" fluctuates to the point where it can only be exchanged for two chickens with ordinary people, you still have to allocate some.
In the short term, Bitcoin will of course be related to US stocks due to factors such as ETFs, and there will be panic and volatility, and even the possibility of falling back to 50,000-60,000. But with a slightly longer-term vision, Bitcoin's "safe haven premium + inflation hedging" attributes determine that it is only a matter of time before it reaches 200,000.
This is not a belief, it is a fact.
How many tens of thousands do you think the price of Bitcoin will be in 2026?