বিটকয়েন $112K ছাড়িয়েছে: প্রতিষ্ঠানের পরিবর্তন

উত্থানটি random-এখন

বিটকয়েন $112,052-এরওপার छाड़ियेछे—Retail FOMO-এর कारणे नहीं, बल्कि संस्थातिक दलों के पोर्टफोलियो को फिर से पुनर्समायोजित करने के कारणे। BlackRock’s IBIT अब 70K BTC है। ARK Invest’s Q4 report 74% long-term accumulation confirm करता है।

वास्तविक चालक tech-एखना

NVIDIA’s surge to $4T didn’t cause this. It mirrored it. When risk assets shift, capital flows where liquidity is scarce. Bitcoin became the default hedge—not because it’s ‘digital gold’ as marketing rhetoric, but because its supply is fixed, its settlement is atomic, and its custody is trustless.

Policy Is Becoming Visible

The upcoming Crypto Week in D.C.? Not theater. It’s calibration. The SEC isn’t banning Bitcoin—it’s defining it as a security class under new reporting standards. State treasuries from Mexico to Japan are now adding BTC to reserves.

Chain Data Doesn’t Lie

MVRV ratio shows long-term holders increasing despite price spikes. MVRV indicates market value outpacing speculation. Glassnode’s on-chain metrics reveal concentrated accumulation by wallets that never panic.

My Thesis: Narrative to Fundamental

I don’t chase narratives. I map flows: dollar strength weakening, yield curves flattening, institutions migrating from Treasuries to UTXOs—and into BTC. This isn’t inflation hedging anymore—it’s structural sovereignty over monetary chaos. You stop listening to hype? Good. Start listening to the chain.