BTC Is Being Squeezed – And This Is When the Sharks Start a New Game
If you look at the price $BTC these days, everyone panics, but when you zoom out the entire ecosystem of data, the picture is completely different: this looks more like a 'squeeze' rather than the end of a cycle. 1. US ETF volume is exploding – the game is very different from 2017–2021 The first chart shows the daily trading volume of BTC spot ETFs in the US: IBIT, FBTC, ARKB, HODL, etc. The light blue column is IBIT from BlackRock. The volume has now risen to the 10–12 billion USD/day range, the highest ever. This means that despite the price dump, institutional cash is still trading extremely strongly in the ETF, not 'abandoning the ship'. The recent drop was mainly a redistribution of positions among the big players, not a dead market.
At Binance Blockchain Week, Michael Saylor – Chairman of Strategy – took the main stage and stated one thing clearly…
“Bitcoin is the foundation of the economic market”
Its transaction power surpasses Google, Microsoft, and even the spending power of the United States Navy.”
Not hype. Not a fanboy. This is someone holding 650,000 BTC talking about the future of global currency.
What Saylor emphasized: 👉 Bitcoin is being backed at the highest levels: from cabinet members to the FBI Director. 👉 The current U.S. President publicly supports Bitcoin — this is an extremely strong signal that no cycle has ever had. 👉 The role of Bitcoin in the world economy has only just begun.
Saylor called $BTC "the largest economic machine humanity has ever created." And if you look at the ETF cash flow, policies in the U.S., and how Fortune 500 companies are approaching BTC — you will understand why.
We are living in the phase where Bitcoin is transitioning from "technology asset" → "global financial infrastructure". Opportunities like this… happen only a few times in a lifetime.
$BTC is not just an investment – it is becoming the parallel economy of the modern world.
Vanguard – The world's second largest asset fund – officially opens to Bitcoin & Crypto ETFs
🟢 Vanguard, the world's second largest asset manager, will allow customers to trade ETFs and funds related to Bitcoin and crypto on its platform – completely reversing its long-standing prohibition policy.
🟢 Vanguard's brokerage customers can trade ETFs and funds holding Bitcoin and crypto. This is a major turnaround as Vanguard has always believed that crypto is too volatile and speculative.
🟢 The decision comes after a significant increase in demand from investors, and Bitcoin ETFs have attracted billions of USD. Vanguard opens crypto to 50 million customers, managing a total of 11 trillion USD.
🟢 A representative from Vanguard stated that crypto ETFs have proven to be capable of stable performance even when the market is highly volatile. Vanguard noted that it does not launch its own crypto fund and does not support meme coins, only providing services to purchase ETFs from existing funds for customers.
CEO Phong Le stated that Strategy will only sell Bitcoin if two conditions occur:
1. The stock price of Strategy falls below net asset value (mNAV < 1)
2. The company can no longer raise additional capital
He said this would be a "last resort," not a change in strategy. "I don’t want to be a company that sells Bitcoin. But when the market is bad, we must prioritize financial discipline."
⚠️ Why must we sell at that time when the motto of chairman Michael Saylor is to hold $BTC forever?
The model of Strategy is: when the stock trades above NAV → issue shares → raise money to buy more Bitcoin, helping to increase BTC per share.
But if mNAV < 1, meaning the stock price is lower than the value of the Bitcoin they hold → issuing shares will cause significant dilution, so sometimes selling some Bitcoin is “more mathematically reasonable.”
Currently, Strategy faces pressure to pay dividends from preferred shares of about 750–800 million USD/year, but the CEO stated they will prioritize using funds raised from premium to pay, maintaining market confidence.
⭐️ The CEO's long-term view: Bitcoin remains a scarce, non-sovereign asset, loved around the world
💎 Strategy launched the “BTC Credit Dashboard” to reassure the market
The company stated it is capable of paying dividends for many decades even if Bitcoin does not increase in price.
Even if Bitcoin drops to 74,000 USD (average cost price) → STILL OK
Even if it drops to 25,000 USD → still “CAN BE MANAGED.”
Both are real cryptocurrencies, no intermediaries are needed, they are not easily confiscated and are resistant to censorship. The only difference is: do you want the world to see all your transactions (Bitcoin) or do you want to keep them completely private (Zcash). Depending on needs, many people nowadays choose to hold both.
🇺🇸 JPMorgan Launches New Investment Product #Bitcoin Based on Halving Cycle
✨ Operating mechanism • JPMorgan creates an investment package based on the IBIT price to help investors earn more when Bitcoin enters a bullish cycle, with capital protection during slight declines and no need to buy themselves $BTC Profits are shared periodically: • 2026: receives a fixed profit of about 16% if BTC remains within the fluctuation range. • 2028: maximum profit of 1.5x, and if BTC rises sharply → unlimited upside. • Protects against a 30% loss, but if BTC drops further → investors may incur heavier losses than the original ETF.
🇯🇵🇨🇳 JAPAN – CHINA: AN INCIDENT OR A DELIBERATE INCIDENT?
The largest geopolitical game in Asia has just officially 'switched modes' – and Japan has been preparing for this day for 5 years. In recent weeks, tensions between Japan and China have escalated. China launched a series of economic strikes: tightening travel, halting imports of Japanese agricultural and seafood products, attacking media. But from a geopolitical perspective and game theory, it is not an incident. That is a deliberate incident that has been carefully prepared.