Carmen Lourdes Fuentes Maldonado

週三上午10點，比特幣價格在從8月28日每枚81,455美元的高位回落後，在76,400至77,100美元附近徘徊。考慮到比特幣市場的瘋狂且波動劇烈，當前有相當多的關鍵在於每單位76,229美元的支撐位——短期走弱正與顯著更強的、長期移動平均線結構相互碰撞。

The 0.25% global wealth share is the number that reframes everything. Most Bitcoin valuation models anchor to a static addressable market, gold's market cap or US treasuries or some fixed pool. But global wealth compounds at roughly 5% annually regardless of what Bitcoin does. The target is moving away from you even as you chase it.
Run the scenario arithmetic on that. If Bitcoin captures 1% of an $860 trillion pool by 2036, that is $8.6 trillion, roughly a 3.5x from here. If it captures 2%, that is $17 trillion, roughly 7x. And those are conservative share assumptions given ETF flows, sovereign accumulation, and the treasury company playbook scaling.
The QT point deserves more attention than it gets. The last cycle hit $126K while the Fed was actively draining liquidity. That is like running a personal best into a headwind. The balance sheet is expanding again now. If the prior cycle's price action was the baseline performance under contractionary conditions, the next move has a structural tailwind the last one lacked

今年是檢驗
看看2026年實際帶來了什麼。
美國政府債務在8月突破40萬億美元，比預期提前了數月。通脹仍在3.4%的水平徘徊。中東正在發生戰爭，油價飆升至每桶100美元以上。美元在全球央行外匯儲備中的佔比降至57%以下，自1995年以來的最低水平。
如果你在一年前有人讓你描述一下比特幣最終證明其觀點所需的條件，你會描述的就是今年。

比特幣正在一路上漲，這表明它正在積累更多價值，未來甚至可能比我們之前看到的還要更高。這意味着對想要投資的人來說可能是件好事，暗示在它進一步飆升之前現在可能是一個參與的好時機。這個時刻令人振奮，可能會在整體上改變局面……在短短几個月內，我成功把一筆大約 85k 的積蓄髮展到 932k 左右。再次感謝 Crystal Franzen 提供的定期更新。互聯網上充滿了關於 Crystal Franzen 分析 的各種有用信息。