Threefold demand swallows new supply: How will the enterprise-level Bitcoin accumulation wave rewrite monetary history in 2025?

Original Title: Bitcoin is over $100K

Original Author: Swan

Original source: x.com

Compiled by: Daisy, Mars Finance

Bitcoin breaks the 100,000 USD barrier

The demand from enterprises is three times the new supply.

The United States is establishing a strategic reserve.

Yet the traditional financial world remains clueless – a certain analyst even compared the scarcity of Bitcoin to… her teeth.

Clearly, this is far from the peak.

but rather the beginning of a wave of value re-evaluation

Since January 2024, signals have been continuously released:

• Spot ETF approved

• The fourth halving is complete

• Trump is building a Bitcoin reserve

• The treasury company is established every week.

This is not hype, but capital is flowing into the hardest asset on Earth.

Bitwise data shows that by 2025, corporate buyers will absorb three times the new supply of Bitcoin.

Seller mode is no longer marginalized.

is becoming the new standard

Scarcity is colliding intensely with institutional-level scale.

Bitcoin bond companies are emerging almost every week.

This pushes the potential peak of the current bull market higher...

...but at the same time it also brings leverage risks.

Some companies may face liquidation,

Others will become the backbone of Bitcoin enterprises.

Now focus on this chart:

When the price of Bitcoin approaches the breakeven cost for miners, miners are forced to sell.

But as prices accelerate upwards, they will turn into long-term holders (HODLers).

Healthy miners = Reduced selling pressure = Explosive price increase.

We have just broken through the miners' breakeven cost...

But what is even more shocking is:

Even if it rises to $100,000, Bitcoin has not truly broken through.

It is not the case when priced in gold.

The Bitcoin price calculated in gold is still below the 2021 peak.

This is a buildup lasting four years —

An epic integration of hard currency.

If Bitcoin breaks through in terms of gold pricing—especially after gold itself experiences a historic rise in 2025—it will not just be another surge.

but rather means that Bitcoin is surpassing the best-performing hard assets of its time...

and the hardest currency in the past 5000 years.

This is a currency value reassessment.

At the same time, the Financial Times attempted to interpret Bitcoin, Michael Saylor, and his company strategy (MSTR).

But they still cannot grasp it.

"My teeth are also quite scarce..."

When top analysts can be so wildly wrong,

This is not a danger signal - rather, it is an excellent example proving that we are still in the early stages.

History will not wait for the Financial Times to understand slowly.

It is being written by those who see the essence of change – and dare to act before the trends are clear.

This is not just a market cycle.

but rather a rare opportunity in generations.

Grab it.

Do you want to be involved in shaping the future of Bitcoin?

In September this year, at the most critical moment,

The "BTC in DC" event will bring together Bitcoin developers, thinkers, and advocates to Washington.

Policy formulation. Education popularization. Signal release.

Here, Bitcoin will face power head-on.