projection but maintaining a strong long-term bull case. That nuance matters: the thesis isn’t about straight-line price action, but structural adoption over time.
Supply Dynamics Still Matter
Bitcoin’s fixed supply hasn’t changed—but demand vectors have. Post-halving issuance is lower, long-term holders remain historically inactive, and institutional accumulation absorbs dips faster than in prior cycles.
When supply tightens in an environment of improving liquidity, price discovery tends to be aggressive.
What I’m Watching Closely
ETF net inflows vs. miner sell pressure
Fed language around neutral rates
Inflation surprises (both up and down)
Prediction market probability shifts during macro events
None of these alone will push Bitcoin to $100K. But together, they form a backdrop that makes the level plausible—not speculative fantasy.
So, Will Bitcoin Break $100K Before 2026?
It’s not a question of hype anymore. It’s a question of timing, liquidity, and macro alignment.
Prediction markets aren’t screaming certainty—but they’re no longer skeptical. Macro trends are no longer hostile. And structurally, Bitcoin is better positioned than at any point in its history.
$100K isn’t guaranteed. But it is increasingly defensible.
For real-time price tracking, I keep an eye on Bitcoin here:
https://www.binance.co$BTC
