If the Strategy really reaches something close to 925,000 BTC by 2026, the impact is not limited to the asset's price.
There is an indirect effect that can reach the entire ecosystem built on Bitcoin — including NFTs.
But this impact is neither automatic nor guaranteed. It depends on flow, liquidity, and market behavior.
Let's analyze with both feet on the ground.
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1️⃣ Liquidity is the central factor
NFTs are higher risk and lower liquidity assets compared to Bitcoin itself.
If the Strategy continues to absorb approximately 20,000 BTC per month:
• Reduces available supply
• Increase structural buying pressure
• Raises the price of BTC (if there is favorable global liquidity)
When BTC rises consistently, a phenomenon known in the market occurs:
First BTC rises → then capital begins to migrate to more speculative assets.
It was like this in 2020–2021, when the bull cycle boosted NFTs on networks like Ethereum.
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2️⃣ Wealth Effect
If Bitcoin enters a strong appreciation cycle:
• Long-term holders feel wealthier
• Part of the capital is directed to higher-risk assets
• NFTs regain attention
This movement can especially benefit:
• Native Bitcoin NFTs (Ordinals)
• Tokenization infrastructures
• Projects linked to the digital scarcity narrative
But this only happens if there is excess liquidity in the system.
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3️⃣ Volatility also increases risk for NFTs
There is an important counterpoint.
If the concentration of BTC among large players increases:
• The market may become more sensitive to institutional movements
• Volatility may increase
• In corrections, NFTs tend to fall more than BTC
In other words:
If BTC falls 20%, NFTs can fall 40%–70%.
Historically, illiquid assets suffer more in times of stress.
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4️⃣ Possible scenarios until 2026
🔹 Conservative scenario
BTC rises gradually, without euphoria.
NFTs recover partially, but without repeating 2021.
🔹 Strong liquidity scenario
BTC above 200k with a strong institutional narrative.
Possible new speculative cycle in NFTs, mainly those linked to the Bitcoin network.
🔹 Adverse scenario
Global liquidity contracts.
NFTs remain niche and with low activity.
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5️⃣ Rational conclusion
The accumulation of Strategy can:
✔️ Increase structural scarcity
✔️ Raise the price of BTC
✔️ Create a favorable environment for higher-risk assets
But NFTs depend on something beyond scarcity:
👉 Excess liquidity
👉 Strong narrative
👉 Speculative participation
Without this, the impact will be limited.