Bitcoin broke records ten times this year. Spend Christmas closer to $ 150,000 than $ 100,000 is not eccentric.
In short
- The Fed should lower its rates next week.
- The private sector accumulates bitcoins like never before.
- The FOMO of nation states.
The Fed enters the track
We are currently 9 % of a new historic higher (124,290 dollars). Will we go above in 2025? Here are three reasons to convince themselves. The first is up to the coming drop in Fed rates.
There is a good chance that the American central bank lowered its key rate this Thursday, September 18. In any case, this is what BlackRock predicted. As well as Christopher Waller, member of the Fed Governors' Council and potential successor to Jerome Powell.
“” We have to start reducing rates at the next meeting “He said following the recent revision of American employment figures (the most important revision in history). “Several rate drops are possible in the coming months”.
The Fed will soon join the World Cycle of Rate. There have been 88 in the world since the start of the year. According to Bank of America, the year 2025 is on the way to becoming the quantity of the fastest world decrease ever recorded.
As a result, the global money supply is up 9.3 % from one year to the next. It is equivalent to $ 140,000 billion. By the way, the American money supply increases on average by 7 % per year. This is the case since the beginning of the last century.
Clearly, global liquidity is about to explode. This is very good omen for Bitcoin, of which there will never be more than 21 million units…
Treasury Bitcoin Company
The second engine is undoubtedly the institutional rush. There is no longer one day without a business or an investment fund announces to accumulate bitcoins.
Again yesterday, it was the Hashkey company which set itself the goal of becoming the “Bigger Bitcoin Treasury Company in Asia”. This will have to exceed Metaplanet which has already accumulated more than 20,000 BTC.
Bitcoin Treasury Companies are currently representing a quarter of companies with bitcoins. Their specificity is to issue shares and bonds for institutional people who do not have the right to buy bitcoins. These are typically pension funds that manage thousands of billions of dollars …
No later than today, the STATE PAGE FUND OF ARIZONA bought shares issued by Strategy, the pioneer firm in this area and which has more than 638,000 bitcoins. Banking giant Jpmorgan believes that institutional adoption has only just begun.
River expects the private sector to invest $ 67 billion in 2025. Compare with 31 billion for all last year, an increase of 116 %:
At the overall level, the private sector already holds 6.2 % of 21 million bitcoins. This represents 1.3 million BTCs distributed in balance sheets of more than 300 major entities. The accumulation is done at the rate of 1,755 BTC per day, four times the natural offer.
Two French companies rose in The first quarter of the world top 100 : Sequans and capital B. They have 3,200 BTC and 2,200 BTC respectively. Knowing that Capital B targets 1 % of the 21 million bitcoins, more than 200,000 BTC.
Do not miss our article on the Bitcoin Treasury Companies French: Bitcoin, France catches up.
The nations enter the dance
Difficult to say when will the United States take action. But there is enough to be very optimistic in view of the recent statements.
The president of the dry, Paul Atkins, believes that if the United States does not adopt cryptocurrencies, “Other countries will do it”. Patrick Witt, Donald Trump's new crypto advisor, told him that The Bitcoin Strategic Reserve is a priority.
While waiting for D -Day, some countries take the lead. This is the case of Kazakhstan and Kyrgyzstan. The two countries in Central Asia have just announced blow to the blow to bring the bitcoin into their exchange reserves.
Belarusian President Alexandre Loukachenko urged the banks to use cryptocurrencies to get around the sanctions. This is what Russia does, especially via Kyrgyzistan …
The world changes and everyone knows that the BRICS no longer want dollar. Gold has been in vogue since the start of the war in Ukraine. Its share in global international reserves now reaches 24 %, its highest level in 30 years.
At the same time, the part of the dollar fell to 42 %, its lowest level since the mid -1990s. Gold is now the second world reserve currency after exceeding the euro last year.
In other words, Bitcoin time has come. He already pretended less BTC than gold (compared to the total stock). Knowing that the bitcoin offer decreases in half every four years and that it moves almost for free at the speed of light.
Let us finish by stressing that the United States could weaken the BRICS by selling its 8,000 tonnes of gold to buy bitcoins…
So where will we be at the end of the year? Higher.
Don't miss our article: The CEO of Blackrock talks about Bitcoin.
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