The Bitcoin continues the records!

While conventional financial landmarks vacillate, Bitcoin stands out as a new stallion. Monday evening, the crypto crossed a symbolic threshold by reaching 126,069 dollars, after a first record at 125,000 dollars the day before. This meteoric progression occurs in a climate of distrust of traditional assets and against a background of the dollar. More than a simple peak, this movement reflects a basic dynamic which redefines the hierarchy of values ​​on the global markets.

Bitcoin at $ 126,000, an ascent carried by flows and macroeconomics

This Monday evening, Bitcoin reached a historic summit at 126,069 dollars, after crossing $ 125,000 on Sunday. This increase, observed by the traders, comes when the crypto had briefly dropped under $ 110,000 at the end of September.

Since then, she has increased an increase of 13 % in less than two weeks, and has now posted an increase of more than 33 % since the start of the year. “Bitcoin has jumped since it briefly passed under $ 110,000 just over a week ago”has explain David Morrison, senior analyst at Trade Nation.

Anthony Pompliano, founder of Professional Capital Management, summed up the current purchase pressure: “Bitcoin is the reference rate. If you can't beat it, you have to buy it ”.

Behind this prize outbreak, several fundamental dynamics combine:

• A notable weakening of the US dollar, whose index (Dxy) remains stable at 98.09, but has a drop of almost 10 % since January;

• Massive flows to Bitcoin ETF, with $ 3.2 billion injected into a dozen products last week, the second higher level since their launch in 2024;

• An increasing interest in derivative products, with $ 75 billion in open interest in perpetual and term contracts, according to Amberdata. Binance and the CME concentrate most of the volume;

• A healthier market, characterized by liquidations limited to $ 283 million over 24 hours, far from the 2 billion recorded in a single day in September;

• Favorable seasonality, especially in October, nicknamed “Uptuber” By the community, with an average performance of +22.5 % over the last ten years, according to Bloomberg.

These combined elements draw an upward consolidation context, less speculative than in previous Bull Runs, and potentially more durable if the macroeconomic fundamentals are aligned.

Bitcoin rebats the cards of the American dream

While Bitcoin crosses the summits, another transformation takes place: that of the social perception of the asset. Indeed, the American dream no longer necessarily goes through real estate property, but through the detention of Bitcoin.

A data illustrates this rocking. Since 2020, housing prices have increased by more than 50 % in dollars, According to the S&P index Corelogic Case-Shiller. However, in Bitcoin value, they dropped almost 90 %.

In 2020, an average house in the United States was worth around 40 BTC. Today, less than 5 BTC is enough. This tilting reveals a growing gap between holders of traditional assets and cryptos holders, with Bitcoin which stands out as a more accessible alternative for young generations.

This evolution is accompanied by a deep paradigm change. For Millennials and Gen Z, Bitcoin offers characteristics that real estate can no longer offer in a context of high interest rate and weakened purchasing power: liquidity, portability, passive yield via Staking or ETF, without the physical constraints of real estate.

Digital property is essential as a modern alternative to physical real estate. This change is supported by a renewed optimism in holders. The investors' feeling index turned green (6.77), proof of found confidence. The return of a strong volume on the markets and institutional accumulation fuel this conviction. Some analysts are already considering a passage to the $ 130,000–135,000, or even 150,000 to $ 180,000 by the end of the year, if the current trend is maintained.

Beyond the financial aspect, this moment could mark a generational and societal turning point. If Bitcoin continues to gain institutional recognition and offer superior performance to classic assets, it could permanently establish itself as a new wealth stallion, as evidenced by its correlation with gold. However, such a mutation is not without risk: too fast an influx could exacerbate volatility, or cause a regulatory backlash. The fourth quarter, historically favorable to the BTC, could confirm or deny this trend.