Let’s talk about the recent market situation. Currently, U.S.-listed companies hold a total of 1.24 million BTC, accounting for 92.7% of the total amount of Bitcoin held by publicly listed companies worldwide. Over the past 12 months, U.S.-listed companies have cumulatively increased their holdings by 510,000 BTC—an amount more than three times the new Bitcoin mining supply added during the same period. Among them, Strategy’s Bitcoin holdings once reached a peak of 846,000 BTC. Compared with a few years ago—back then, none of the listed companies held “big cakes” (BTC)—today, so many public companies are bullish and holding BTC. This is a reflection of Bitcoin’s value!
In fact, the last BTC rally started in the bear market when it was around 20k, and it kept rising all the way to 120k. Now that so many listed companies are holding BTC as a backstop, personally I previously estimated that in this bear market, the BTC bottom definitely would not fall below 40k. In my view, the extreme level is around 50k. And 70k–50k is, in my opinion, the best entry point for DCA. That’s why I’ve been DCA-ing into BTC since this year. Personally, I think in this year’s bear market, every time the broader market pulls back is the best time for DCA.
Another positive factor providing stability is the Trump administration. Currently, Trump still holds a large amount of Bitcoin and Ethereum. As long as Trump doesn’t back out, there is still unlimited potential for favorable crypto policies!
In fact, the last BTC rally started in the bear market when it was around 20k, and it kept rising all the way to 120k. Now that so many listed companies are holding BTC as a backstop, personally I previously estimated that in this bear market, the BTC bottom definitely would not fall below 40k. In my view, the extreme level is around 50k. And 70k–50k is, in my opinion, the best entry point for DCA. That’s why I’ve been DCA-ing into BTC since this year. Personally, I think in this year’s bear market, every time the broader market pulls back is the best time for DCA.
Another positive factor providing stability is the Trump administration. Currently, Trump still holds a large amount of Bitcoin and Ethereum. As long as Trump doesn’t back out, there is still unlimited potential for favorable crypto policies!