🚀 The core catalysts for Bitcoin hitting $150,000

1. Substantial implementation of the U.S. National Strategic Reserve

Logic: Currently, the "National Reserve" is still in the legislative discussion stage. If the U.S. Treasury officially begins to purchase BTC as reserves on a small scale between 2025-2026, this will fundamentally change the risk pricing of BTC and trigger a "hash power and reserve competition" among sovereign nations globally.

Target impact: This is the strongest single momentum to directly push BTC to $150,000 - $200,000.

2. The Federal Reserve enters a "deep rate cut" and liquidity flooding

Logic: $150,000 requires immense fiat liquidity support. If global inflation is controlled, the Federal Reserve will lower interest rates below 3% or restart quantitative easing (QE), the overflow of funds will primarily target scarce digital gold.

Observation indicator: The growth rate of M2 money supply.

3. Institutional allocation ratio "from 1% to 5%"

Logic: Currently, most sovereign funds and pension funds allocate less than 1% or even 0% to crypto assets. If giants like BlackRock can successfully lobby the top 100 global pension funds to allocate 3%-5% of their assets to spot ETFs, the inflow of funds would reach trillions of dollars.

Key point: Can the average daily net inflow of spot ETFs return above $1 billion?

4. Comprehensive implementation of FASB accounting standards changes

Logic: The new accounting standards allow companies to record crypto assets at "fair value." This means that if companies like Tesla, Apple, and MicroStrategy hold BTC, the price increase can be directly reflected in their financial reports as profits. This will eliminate the biggest compliance and financial barriers for companies holding crypto assets.