What really drove #Bitcoin past the $100,000 mark in 2024?
📉 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 ' 𝘀 𝗹𝗶𝗾𝘂𝗶𝗱 𝘀𝘂𝗽𝗽𝗹𝘆 𝗶𝘀 𝗱𝗿𝘆𝗶𝗻𝗴 𝘂𝗽 — 𝗔𝗻𝗱 𝗜𝗻𝘀𝘁𝗶𝘁𝘂𝗼𝗻𝘀 𝗔𝗿𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴
- The market capitalization of #Bitcoin surged from around $828.14 billion to over $2 trillion as demand far outstripped supply.
- Spot #ETFs currently hold about 1.11 million BTC (around 5% of total supply), including both direct and indirect holdings, with BlackRock's IBIT leading with about 551,000 BTC.
- Miners' revenue peaked at $1.97 billion (March), but the post-halving reward has dropped to 3.125 BTC per block, cutting new BTC supply by up to 50%.
📊 𝗧𝗵𝗲 𝗿𝗲𝘀𝘂𝗹𝘁 ? 𝗔 𝘀𝘂𝗽𝗽𝗹𝘆 𝘀𝗾𝘂𝗲𝗲𝘇𝗲 𝘁𝗵𝗮𝘁 𝗶𝗻𝘀𝘁𝗶𝘁𝘂𝗼𝗻𝘀 𝗮𝗿𝗲 𝗳𝗿𝗼𝗻𝘁 - 𝗿𝘂𝗻𝗻𝗶𝗻𝗴.
- ETF inflows surged after September 2024 (around $18 billion), driving BTC prices up.
- #IBIT led with inflows of about $37.1 billion, while GBTC saw outflows of about $21.3 billion.
- Institutional demand has created strong support during downturns, although corrections still occur.
💡 𝗪𝗵𝗮𝘁 𝘁𝗵𝗶𝘀 𝗺𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 2025:
- Volatility will increase as institutions balance accumulation with #liquidity constraints.
- $150,000 and above is not just speculation but a natural outcome of supply and demand mechanics.
- Countries, pension funds, and large institutions could be the next wave of holders.