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Bitcoin All Time High: Has the Cycle Broken? | Root 🥕 We discuss: - Bitcoin at $120k - What Changed This Cycle - Institutional Demand for Bitcoin - A Prolonged Bull Market Watch here: youtu.be/3f6_IoWML-w

Passive capital is chasing bitcoin to $1,000,000+ with Michael Saylor. - Long-term CAGR for bitcoin (~20%) vs S&P 500 - The rise of bitcoin treasury companies - Will treasury companies trade below 1x mNAV? - MSTR to join the S&P 500? - Bitcoin gold parity

MUST WATCH: Andreas explains Bitcoin's future in one minute, back when it was $200 🤯

“线上华尔街三步曲”：一是先抢筹eth，拿到加密新金融基础设施的话语权；二是，积极推动资产上链到以太坊生态（L1/L2）；最后是在以太坊生态的链上搞事，推动传统金融走向加密新金融，从线下华尔街走向线上华尔街。看看未来五年的演化吧。

以太坊牛市的根源：被影子总统Peter Thiel控盘了 以太坊前三大持仓是： 1、BitMine 持仓量: 约300,657 ETH（价值约10亿美元） 2、SharpLink Gaming持仓量: 约280,706–285,894 ETH（价值约8.4亿至8.71亿美元） 3、以太坊基金会（Ethereum Foundation） Peter Thiel通过其风投公司Founders

在eth突破10,000美元之前，以太坊对我来说，就是一块璞玉。至于什么时候抵达不清楚。在这之后才算正式进入价值发现阶段，eth最多还有一轮周期的充分博弈时间。在那之后大家对它的争议会越来越小。

THE 2026 WAVE IS COMING FAST youtube.com/watch?v=lLDqL6…

BTC/USD looks like two entirely different assets before and after the ETF The days of parabolic bull markets and devastating bear markets are over BTC is going to $1,000,000 over the next 10 years through a consistent oscillation between “pump” and “consolidate" It will bore

我的主要资产在冷钱包(主要是比特币，不做交互，只存取，冷钱包的比特币一部分作为镇仓不动，一部分只做一次大周期波段)，币安和OK是主用交易所，链上很少参与现在，其中币安用得更多一点，比如捞油水和部分中短线仓位只在币安，因为流动性更好，中长线趋势交易在币安和OK都有。

现在机构已经非常清晰地区分了两大加密资产类别：btc作为数字黄金，价值存储载体；以太坊作为加密金融基础设施，全球结算层。几乎明牌在玩了。如果还在纠结，最好就不要参与了。

I don't understand how someone can look objectively at the chart of BTC/USD and not recognize the DRASTIC shift in price action after the creation of the ETFs The "cycles" are OVER Future bear markets will be ~30% drawdowns (I'd hardly call that a bear market by Bitcoin

如果说之前的GENIUS法案会推动美元上链和稳定币支付，这次SEC主席试图推动的Project

On Thursday, Strategy and Michael @Saylor released a massive earnings report: 🚀 $10 billion profit 🤑 $14 billion operating income 💰 $32.60 EPS But that’s not all that stood out… 🤔

True

Saylor：#比特币 冬天不会再有了 不知道Saylor知不知道冬天有立冬、小雪、大雪、冬至、小寒和大寒 $BTC Saylor指的是哪种节气的冬天 x.com/saylor/status/…

BTC 这波100天周期在7月18日结束后， 目前短期半个月过去来看，这还是起到了一点用处。 其实纳斯达克指数过去10多年里， 也有个类似的1000天周期效应（图3）， 当然时长基数大，就更模糊粗糙些， 但还是有点参考性。 如果周期起点取值在2022.10~2023.1之间， 那么将在2025.8~2025.10达到1000天。

Naval gave the Bitcoin playbook for small countries to get rich 12 years ago. Insane call in hindsight 🧠

Bitcoin Bear Markets As We Know Them Are OVER The "75% crash" isn't coming Bitcoin is going to stair-step to $1,000,000 over the next 10 years The new "bear markets" are long, drawn-out periods of consolidation with ~30% peak-to-trough dips Here's why👇

Yes 👍