Tom Lee: 🇺🇸 "If you are buying Bitcoin today, it's still early. 95% of investors have zero Bitcoin exposure. If you look at #Bitcoin wallets, compared to the internet, we're at 1996 levels."
LYN ALDEN SAYS THE OLD BITCOIN CYCLE IS DEAD
Lyn Alden said the traditional 4-year Bitcoin cycle isn’t as relevant anymore. With BTC’s annual supply growth now well under 1% -- lower than gold -- halvings aren’t the main driver they used to be.
What matters more now is sentiment and valuation. 💯
She pointed out that interest has shifted to AI and gold, #Bitcoin treasury premiums have collapsed, and on-chain metrics have compressed — making $BTC more attractive, not less.
Her takeaway is this isn’t the time to chase excitement, but it’s the time to lean in when Bitcoin feels boring and ignored.
That’s usually where long-term entries get built. 💪
📹 Paul Barron Network
JUST IN: $4.1 billion Twenty One Capital CEO Jack Mallers says Bitcoin doesn't need Wall Street, Wall Street needs #Bitcoin 👏
"These banks on Wall Street are having their best years of all time because of Bitcoin" 🚀
Strategy is offering $STRE (“Stream”), our first ever Euro-Denominated Perpetual Preferred Stock, to European and global institutional investors. $MSTR
My Bitcoin Market Synopsis:
You’re going to want to bookmark this.
*Not Investment Advice*
My base case remains that we are still in a bull market: we’ll recover from this dip over the coming week or two after briefly dipping below the 50-week SMA/EMA, then closing back above it by Sunday’s weekly close.
The bull market will extend at least into Q1 2026, but most likely longer and well into 2026, and it could even extend beyond that.
However, let’s look at the bear case.
A lot of the fear right now comes from people having PTSD from previous Bitcoin events like the FTX/Luna collapses, or from the recent mass liquidation events if they were holding altcoins.
Many people are scared under the false assumption that Bitcoin could easily drop by 50–80% like it has in past bear markets.
However, with the institutional bid and the market cap now comfortably over $1 trillion, Bitcoin is not the same asset.
The “it could go to zero” discount that existed in all previous bear markets has been completely removed. Bitcoin is now on the radar of essentially ALL the big money players in the world.
Without a major black swan catalyst, the odds of dropping below $70,000 (-45%) are extremely small, and a move to $80,000–$90,000 is much more likely if — and it’s a big if — the bull market is truly over, which I still don’t think it is.
So if we do enter a bear market from here, could you handle a period of time with Bitcoin ranging between $70,000 and $90,000?
In my view, we are not going back to $50,000–$60,000 without a significant black swan catalyst — a very low-probability event, just a few percent odds.
Either way, the ones who will win in the long term are the long-term-minded, stoic, set-it-and-forget-it-for-a-decade-or-longer, true Bitcoin investors — NOT the “let’s get cute with it” traders.
The big players are here, and the sophistication of short-term emotional manipulation and the trading game has increased in difficulty by an order of magnitude.
Anyone still playing that game had better be a pro.
If you got something out of this post, please share it.
— Plan C
When Ethereum hits $5,000 I will give 1 ETH to ten people who follow me.
The rules are simple:
- like this tweet, follow me and RT
- comment “5k incoming”
Let’s go! $ETH