It's been ~18 months since the spot Bitcoin ETFs began trading, and at this juncture, most investors have moved beyond the granular details in their preference for a specific ETF to gain direct exposure to Bitcoin (Mandela has been a cryptocurrency enthusiast and trader since 2017. He loves coding and writing about cryptocurrencies and crypto investment strategies. He has an in-depth understanding of distributed ledger technology, the Web3 technology stack, and crypto investing. He enjoys researching and an ...

Market Trends & Dynamics - The crypto market has seemingly shrugged off the latest round of tariff talks [1] - The market feels like a bull market, with Bitcoin reaching all-time highs and driving the rest of the market up [2] - Altcoin season is emerging, with ETH and other altcoins rallying [4] - July is historically a strong month for Bitcoin, while Q4 typically sees the most gains [5] Factors Influencing Price - More tariffs could put upward pressure on inflation, posing a risk to the bull run [7] - Bitcoin's finite supply, with 95% already released, means any net buying will put upward pressure on the asset [8] - Corporate buying has been a massive buyer, with corporates holding about 2% of the total Bitcoin supply [10][11] Institutional & Retail Investment - The rally is institution-driven, with $1 billion in Bitcoin ETF inflows [11] - Corporate buying in Q2 outpaced Bitcoin ETF inflows [11] - Retail investors are still entering the market and are seen as a key target for customer base [12][13][14] Price Predictions & Short Squeeze - The speaker anticipates a few more legs up from the current price, targeting anywhere north of $150 thousand [14] - A price target of $120 thousand is expected to trigger a short squeeze due to significant short interest on Bitcoin [15]

I think right now is a very good time to bring this post back up. I posted this back in November when the market started to really heat up and we didn't officially get alt season then because of Bitcoin dominance. It only broke down slightly.Today is a little bit of a different story. Now, I said back then that your time to position yourself is extremely limited now and it was and it still is even now. for for an example, most of the old coins that were starting to heat up during this time because this was ...

Spot bitcoin ETFs log $403 million in net inflows led by BlackRock’s IBIT, marking nine-day streak https://t.co/G4I83aj0qf ...

RT Nate Geraci (@NateGeraci)Here's a good one for you...*Vanguard*, via its funds, is now the single largest shareholder of Strategy.Still can't buy spot bitcoin ETFs on their brokerage platform.via @VildanaHajric https://t.co/Lqyh49uZHW ...

Back to back $1B+ days for the Bitcoin ETFsBlackRock's IBIT with an insane $953M day on Thursday https://t.co/uEsZAJsJlw ...

But the bigger piece is just massive unrelenting demand meeting limited supply. Uh this one looks like it does have a lot of staying power. I became a fan of crypto and to me it's an industry. I view it as an industry and I'm president and if we didn't have it, China would.The Bitcoin price again hits a new all-time high as huge trading volume surges in into the spot Bitcoin ETFs. We're seeing companies buying huge amounts of Bitcoin and ETFs purchasing huge amounts of Bitcoin and there's just not that much ...

Mergers and Acquisitions - Core Scientific 和 CoreWeave 宣布了一项高达 90 亿美元的巨额合并计划 [1] Bitcoin ETF Market - 比特币 ETF 迎来有史以来第二大单日资金流入，金额高达 11.7 亿美元 [1]

ETF Performance - IBIT surpassed $80 billion, becoming the fastest ETF to reach this milestone in 374 days [1] - IBIT's speed to $80 billion was approximately 5x faster than VOO, which took 1,814 days [1] - IBIT, with $83 billion, is now the 21st largest ETF overall [1] Market Demand - Demand for Bitcoin ETFs is described as "off the charts and unprecedented" [1]

Core Insights - Bitcoin has reached an all-time high, surpassing $118,000, driven by increased investments in spot bitcoin ETFs and a favorable regulatory environment [3][4][5] - The U.S. Senate has passed legislation to regulate stablecoins, marking a significant step towards legitimizing the cryptocurrency industry [4][5] - The GENIUS Act aims to provide consumer protections and establish guidelines for stablecoins, which are typically pegged to the U.S. dollar [5] Group 1 - Bitcoin's price surge is attributed to a soft U.S. dollar and supportive policies from the Trump administration [3] - The cryptocurrency industry has become a major political spender, indicating its growing influence in Washington [4] - The upcoming consideration of the GENIUS Act by the House of Representatives reflects ongoing efforts to strengthen the U.S. position in the crypto market [5] Group 2 - The GENIUS Act stands for "Guiding and Establishing National Innovation for U.S. Stablecoins," highlighting its focus on innovation and regulation [5] - The legislation is seen as the first in a series of bills aimed at enhancing the legitimacy of the cryptocurrency sector [4] - The movement towards regulation is expected to reassure consumers and foster a more stable environment for cryptocurrency investments [4][5]