💢 Whales are voting with their dollars. Over the past 5 days, addresses with 100+ BTC bought 30,000 coins ($2.76B). This is the fastest accumulation rate since 2012. They don't just believe in $ 100K. They're preparing for a price we're not even talking about yet.
💢 Liquidity is drying up. $BTC exchange reserves are at 5-year lows. There's nothing left to sell. Any serious buy order will trigger a supply shock.
💢 Institutions are getting a new tool. Since July 2025, the SEC has allowed in-kind ETFs. These aren't just funds. They are a direct, cheap pipeline for institutional capital into #BTC . Bitwise forecast: up to $420B in inflows.
💢 Sovereign status is on the horizon. The US administration is preparing a "Strategic Bitcoin Reserve" plan. #bitcoin in the treasury? This is no longer fantasy, but a political agenda for 2026.
My thesis:
We are witnessing not speculation, but a portfolio rebalancing by the largest players. They see Bitcoin not as a volatile asset, but as a core hedge against the global debt system ($315T).
Risks exist (quantum upgrade, macro), but the flow is strong.
$ 100K. in 2026 is not the upper target, but a potential starting point for a new paradigm.
A sharp shift in sentiment: an optimistic end to the year was replaced by aggressive capital outflows in early January.
The peak of panic/profit-taking occurred on January 13.
The current situation: outflows continue, but their intensity has decreased (-$3.5B compared to -$6.18B), which may signal a possible slowdown in selling pressure.
Recommendation: Monitor the dynamics of the coming days if outflows stabilize below -$2B, this could be a signal of a restoration of balance between buyers and sellers.
Agree? I'm waiting for your thoughts in the comments. 👈
#BTC100kNext? #BTCVSGOLD $BTC
