Hey what's up traders here is my thesis why 250k is in play and not that difficult to reach.
First of all the game has changed. It's not anymore driven by stacking more BTC by you or me. It's institutional game now. I will give you some numbers for perspective.
As you can see here - individuals selling why big boys buying.
Supply and demand game:
The will ever be only 21 Million BTC. By the way Your goal should be to own at least 2.1 BTC. There is only 165 000 BTC is mined in a year - Now watch the demand.
ETF s - 500K BTC bought last year:
Corporations (MSTR, Metaplanet) - 250 BTC
They already bought more than 3 years supply now we got.
Goverment buys - This year could buy couple hundred thousands
Where these bitcoins will come from, it could come only from people who will be willing to sell which is in higher prices.
Is economy playing role?
Yes , overall it can help, if we have no recession , Tariffs etc.. but overall it will not stop or affect adoption. Look in to 2020 lows it was Best Buy during the covid, same like 2023 low - Best Buy when Russia invaded Ukraine , Recently Tariffs fear and it was also great buy at 75K.
Global liquidity - M2 money supply:
Bitcoin is driven by 4 years cycles affected by halvings but mainly by M2 money supply which is also expanding in the 4 years cycles to simplify - more central banks printing fiat is devaluated and BTC is rising and they are now printing a lot and they will print even more because US has to pay 9 trillion interest on their debt soon. That is why the trump is forcing FED Powell to cut rates.
Available BTC on exchanges is still draining if these big players continue with this pace it will be all gone soon.
So here you have it - There is more demand than supply for many future years driven by institutional adoption, governments and global liquidity.
Trade at your own Risk 👍
Best Regards, Trade Cryptocurrency
Stay Tuned for Further Updates.
