Everyone is asking the same thing: will Bitcoin reach 100,000 dollars before 2026? But that is not really the most important question.

We already know that Bitcoin can get there. The issue is whether the whole system is ready to withstand that price without turning into a roller coaster from which no one comes out well.

What is happening now has nothing to do with euphoria or hype. It is more of a constant battle between three heavyweights: the money of large institutions, the new regulations that are coming out, and a technical reality that, for the moment, does not look very solid.

Institutions are buying (and they are doing it quietly)

While the price wobbles, there are people with a lot of money making moves.

Strategy (the company of MicroStrategy) bought more than 10,600 bitcoins in December 2025. That's almost 1 billion dollars. And they didn’t do it at just any moment: they did it while the market was falling and everyone was selling out of fear.

Its total arsenal now exceeds 671,000 BTC.

Why is it important? Because these companies are not trying to buy at the perfect moment. They are accumulating, period. They don’t care if it's the bottom or not, they are going all in.

And they are not the only ones. Through ETFs and other platforms like FalconX, many are buying near 86,000 dollars. This suggests there is a "strategic floor" where big players consider Bitcoin a bargain, even though technically the market hasn’t confirmed it yet.

Texas is building something serious (and that says a lot)

There is something that few people mention: Texas is becoming the crypto epicenter of the United States.

Look at what they are doing:

  • They have approved having state reserves in Bitcoin

  • They are investing public money through ETFs

  • They are going to install 200 cryptocurrency ATMs before 2026

  • They already have a lot of miners and companies in the sector concentrated

This is not political posturing. It’s real infrastructure. And when someone builds infrastructure like this, it’s not for a passing fad of six months.

Additionally, the SEC is reviewing how redemptions work in Bitcoin ETFs. If they approve the changes, it will be much cheaper and easier for large funds to enter the game.

However, not everything is rosy. Inflation in the United States is still high, the Bank of Japan is making decisions that affect global money, and interest rates remain restrictive. That is: there is good regulatory news, but money is still not flowing fully.

The real problem: Bitcoin is holding, not dominating

And here comes the uncomfortable part.

Bitcoin is not strong right now. It is holding on as best as it can.

The numbers don’t lie:

  • It has lost important levels below 88,000 dollars

  • The RSI (a technical indicator) is in the oversold zone

  • Long positions worth more than 200 million have been liquidated in a few hours

  • There are too many people betting with borrowed money (leverage)

With this outlook, don’t expect clean rises. What usually happens is that the market shakes out everyone who is over-leveraged, ejects them with sharp movements, and only then can it truly rise.

The 100,000 dollars are not blocked because of a lack of demand. They are blocked because there is too much nervous short-term speculation.

Meanwhile, the money is moving to other places

In moments like this, money doesn’t leave the crypto market. It just changes places.

Many investors are looking for other cryptocurrencies with different stories, especially those related to clear regulation, payments, or institutional adoption. XRP is a perfect example of this: while Bitcoin consolidates, money rotates there.

For those who want to follow that evolution: https://www.binance.com/es/price/bitcoin

These rotations usually happen before Bitcoin makes a big move, not after. It’s like the calm before the storm.

So... will we see them or not?

The answer is quite straightforward:

If institutions keep buying and absorbing all the available supply...

If regulation continues to clarify...

And if the market cleanses itself of so much leverage...

Then the 100,000 dollars will not be crazy. They will be the most normal thing in the world.

The real risk is not that Bitcoin doesn’t reach.

The risk is that a lot of people will try to anticipate in haste, when this cycle rewards those who have patience and strategy, not the impulsive who enter and exit every five minutes.

Bitcoin doesn’t need more hype or narrative.

It just needs time.

Check the price of Bitcoin now:
https://www.binance.com/es/price/bitcoin

#Binance #BTC #Analisis